Safe and sound strategic growth.
Drive strategic growth while satisfying safety and soundness goals with direction from a proven team of capital planning professionals.
While Capital Planning may be performed as a stand-alone activity, corporate governance and risk management best practices recommend the linkage of your strategic plan, enterprise risk management plan and other key bank policies. Wipfli professionals can assist with the linkage, including the following:
- Capital distributions policy (dividends, stock buybacks, stock redemptions)
- Transition and impact of Basel III capital rules
- Create or modify a capital plan including reporting on the capital plan policy targets
- Capital ratios
- Impact of proposed dividend and distribution levels
- Contingency planning
- Evaluate sources of additional capital
- Forecast future capital levels
- Educate boards of directors on capital planning concepts, regulatory guidelines, and corporate governance
Consulting services develop unique capital targets and create capital plan policies for the long-term success of client institutions.
Our team
Robert H. Zondag, CTP
Robert H. Zondag brings leadership experience as an entrepreneur and executive in financial services. His clients have included financial institutions, technology companies, healthcare organizations and government entities. Robert is passionate about bringing clarity to his clients when they face complex business issues and regulatory matters.
