Capital Planning

As regulatory expectations increase and financial pressures mount, creating and maintaining a robust capital plan is more important than ever.

This session will provide an in-depth look at the community bank capital planning process. In this informative session, attendees will walk through the key components of an effective capital plan, the common considerations and decision points for management, and best practices for approving, implementing, and updating the community bank’s capital plan. Additionally, this session will address how to respond to common points of regulatory criticism.

This session will provide valuable insights to help banks navigate the complexities of capital planning and stay financially strong and compliant.

Learning Objectives:

• Define the key components of a community bank's capital plan.

• Explore common considerations and decision points for management.

• Learn best practices for approving, implementing, and updating the capital plan.

Duration: 60-minutes

Who Should Attend: Director, Csuite

Instructor(s): Joshua McNulty, Partner, Hunton & Carl Goss, Partner, Hunton

Recorded: May 14, 2025.