Roadmap for Effective Capital Planning: Start Here

Financial institutions are currently faced with challenges as it relates to their capital ratios due to inflated balance sheets from COVID-19-related growth and a declining net interest margin. As you look at your institution’s current capital levels and plans for future capital needs, it is a good time to review the goals of capital planning and how to develop a complete and effective capital plan at your institution.

Download to learn:

  • How capital planning fits with the overall planning process
  • Components of effective capital planning
  • Best practices to ensure long-term success of your strategic plan

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