Capital Planning: Much More Than an Adequacy Exercise


When many financial institutions think of capital planning, it often involves an “adequacy” exercise: do I have enough capital for growth, an acquisition, or for a downturn? Capital planning today needs to be much more robust. In this session, learn to be proactive with future capital needs, assess the impact of various forms of available capital, and learn ways to deploy methodologies that benefit current shareholders while solving many issues facing public, quasi-public, and private banks.

Gary Svec, CPA
Managing Director
Performance Trust Capital Partners, LLC