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Webinar: Capital Planning: More Than Just an Adequacy Exercise

Tuesday, March 9, 2021 - 3:00 - 4:15 PM Central

When many financial institutions think of capital planning, it often involves an “adequacy” exercise: Do I have enough capital for growth, an acquisition, or for a downturn? Capital planning today needs to be much more robust. You must be proactive with future capital needs, assess the impact of various forms of available capital and deploy methodologies that benefit current shareholders while solving many issues facing public, quasi‐public, and private financial institutions.

As part of our Series of Solutions, FHLB Des Moines has partnered with Performance Trust Capital Partners to bring you this 75-minute webinar sharing tactics to optimize your capital while mitigating risk in the current economic environment. 

Attendees will leave the webinar knowing how to: 

  • Assess the health of your capital, not only for credit downturns but for margin compression and the ability to take advantage of potential future opportunities.
  • Analyze and quantify opportunities for uses of capital.
  • Assess the risk and reward of various types of capital available to community financial institution holding companies.
  • Utilize different sources of capital that may help alleviate current pressures facing most community financial institutions and the impact of that capital cost.

We hope you can join us as we tackle this increasingly relevant topic.   

Continuing Professional Education (CPE) credit will be available for this webinar. Scroll to the bottom of the page for more details. 

Register Below

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Gary Svec

Gary Svec, CPA

Managing Director,  Performance Trust Capital Partners, LLC

Gary combines his financial institution background in accounting, taxes, regulatory compliance and operations to be a leader in total balance sheet analysis and a regular contributor on numerous financial institution issues affecting the clients of Performance Trust. He is a featured speaker at numerous banking, insurance and professional conferences and seminars throughout the United States. Gary is currently a Managing Director in the Investment Banking Group and is a leading investment banker nationally in capital transactions.  He has partnered with dozens of community banks in the last few years, helping them raise over $500 million of capital.


Gary was the ninth person to join Performance Trust team, serving as the first chief financial officer of the company and became a regular instructor at Bond Training Camp™ (now Performance Trust University®). He left Performance Trust in 2000 to gain operational experience, first as chief financial officer of PrivateBank in Chicago and then as chief executive officer of two smaller banks in Illinois. He rejoined the firm in 2013. Gary began his career in public accounting at the firm of Crowe Chizek (now Crowe Horwath LLP), where he spent seven years working exclusively with community financial institutions doing all areas of auditing, tax and various consulting projects including loan review and regulatory compliance.


Gary holds a degree in Accounting from DePaul University and is a Certified Public Accountant. He is Series 63 and 79 registered.

Continuing Professional Education (CPE) Credit Information

*In order to earn your credit, you must answer the live polling questions and complete the survey sent via email on March 10. 

Program Description: This 60-minute webinar will cover our most-asked questions about issuing sub debt and why it might be a good strategy for your financial institution. 


CPE Sponsor LogoLearning Objectives: Upon completion of this training session, participants will understand how to:

  • Assess the health of your capital, not only for credit downturns but for margin compression and the ability to take advantage of potential future opportunities. 
  • Analyze and quantify opportunities for uses of capital.
  • Assess the risk and reward of various types of capital available to community financial institution holding companies.
  • Utilize different sources of capital that may help alleviate current pressures facing most community financial institutions and the impact of that capital cost.

In order to be awarded the full credit hours, you must attend the full LIVE recording of the webinar. You must also participate in all polls during the LIVE session.

Participants will earn 1 CPE credit for attending the entirety of the LIVE session. If you watch this webinar after the fact, it will not count towards CPE credit. 

Field of Study: Finance

Additional Information

  • Prerequisites: Basic knowledge of the finance industry
  • Who Should Attend: This session is open to all employees of FHLB Des Moines member institutions.
  • Advance Preparation: None
  • Program Level: Intermediate
  • Delivery Method: Group Internet-Based Live
  • Refunds: No Fee
  • Cancellations: For more information regarding concerns and/or program cancellation policies please contact Brenda Lyle Tamse. 


Federal Home Loan Bank of Des Moines is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.