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Capital Planning for Banks & Credit Unions: Gearing Up for Growth in 2022

The capital planning process, budgeting, and strategic planning are vital for financial institutions gearing up for success in the coming year. Assessing the market outlook and setting expectations for capital levels and growth needs will set the stage for decisions that add value while managing risk. This webinar will explore key parts of capital planning and management to help with decision-making and growth at your financial institution.

Watch the session to learn:

  • Regulatory vs. institutional expectations for capital management
  • Measuring the opportunity costs of leaving capital on the sideline vs. taking more risk
  • Best practices for making strategic decisions using asset/liability management (ALM) tools

Capital Planning for Banks & Credit Unions_ Gearing Up for Growth in 2022

Meet Your Presenters

Dave Koch

Director, Advisory Services
Since 1989, Dave has delivered educational programs on Asset/Liability Management and pricing topics to Federal Regulatory Agencies, national and state industry trade groups, Federal Home Loan Banks, and Corporate Credit Unions nationwide.

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Susan Sharbel

Senior Consultant
Susan Sharbel brings over 35 years of expertise in the banking industry, with a focus on asset/liability management and regulatory compliance. Prior to joining Abrigo, she was an ALM consultant leading ALM model implementations and managing the quarterly ALM process, support, and analysis for nearly 40 banking clients. As a

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