Sample Capital Plan

for Community Banks

CapitalPlan-FINAL 1

What's Inside?

This Sample Capital Plan examines:

Limits, triggers, capital ratios, key risk indicators

Strategic risks, contingency actions, policy & procedure best practices

Effective executive summaries, and more

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"This is the time to get serious about capital planning [...] Your strategic plan is your playbook for offense, but your capital plan is your playbook for defense."

Adam Mustafa
President & CEO, The Invictus Group
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