Capital Planning Services

Helping you create a comprehensive capital planning framework that helps balance growth, risk profile, and capital levels.

Successful financial institution executives know that capital plans are integral to healthy operations and future viability. In today’s changing regulatory landscape, it is imperative to clearly and concisely measure capital targets that are commensurate with the level of risk. Your financial institution is unique, and your plan should reflect that.
Your plan should identify types and sources of capital and what to do under various scenarios of changing risk. We can help you:
  • Evaluate your planning process, goals, and policy.
  • Identify, measure, and evaluate risks.
  • Forecast future capital levels and develop a strategy to maintain and build capital.
  • Educate your board of directors on capital planning concepts, regulatory guidelines, and corporate governance.
  • Provide a framework of analysis of capital for senior management, board of directors, and regulators.
  • Document the process and ensure ongoing governance.
Wipfli’s seasoned professionals, with capital planning and broad banking experience, are ready to help your financial institution create a capital plan that aligns with your strategic plan, satisfies compliance regulations, and fortifies your competitive advantage.

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