Capital Planning - How to Develop a Risk-Based Approach*
*As of January 19, 2021 - Subject to Change

Tuesday, July 20, 2021  |   1:00 PM - 4:00 PM ET

Wednesday, July 21, 2021  |   1:00 PM - 4:00 PM ET

Capital is one of the most critical elements of an institution’s balance sheet and most importantly represents an institution’s ability to grow and withstand times of adversity.

Key take-aways - During this session, we will explore the foundations of capital management and study leading approaches to capital planning, stress testing, and Risk-Adjusted Return on Capital (RAROC).

Audience - This session is designed for balance sheet mangers seeking an depth understanding of capital management, capital planning, stress testing, Risk-Adjusted Return on Capital (RAROC) and ideal for CFOs, CROs, ERM, Finance, and Risk.


Mike Guglielmo
Managing Director, Darling Consulting Group

With over 30 years of experience in strategic risk management, Mike Guglielmo has provided technical and strategic consulting to a diverse group of financial institutions. Mike is also a frequent author and top-rated speaker on a variety of balance sheet and model risk management and operational risk management topics. He serves as Vice Chairman and board member for the Financial Managers Society.

During his tenure at DCG, Mike has served in various capacities, including director of financial analytics. In addition, he is a technical resource for the ongoing development of many of DCG's quantitative and strategic risk management products and services. Prior to joining DCG, Mike managed the ALCO and strategic planning processes for a regional bank in the northeast. Mike is a graduate of Fairfield University with a degree in economics.
Scott Wise
Founder and CEO, Armada Consulting

Scott Wise is founder and CEO of Armada Consulting. His areas of professional practice include strategic cost management, multidimensional profitability and business analytics, applied to the objectives of reducing costs, maximizing profitability and improving efficiency. Scott has over 20 years experience developing and deploying performance and profitability systems for some of the world’s premier corporations. His demonstrated knowledge of both methodology and technology combined with a collaborative consulting approach have enabled him to become a trusted advisor to executives at several Fortune 500 companies. Prior to founding Armada he held similar leadership positions in consulting and financial services industries. This summer he has a new book coming out entitled Actionable Profitability Analytics.

CPE Credit Hours

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 The Financial Managers Society, Inc. 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. Complaints regarding registered sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site:

  • Level: Basic - Expert
  • Prerequisites: None
  • Advance preparation: None
  • Field of Study: Management Services - Technical
  • Up to 6 hours for concurrent sessions
  • Instructional Mode: Group Internet Based

For more information regarding administrative policies such as complaints or refunds, call 312-578-1300. FMS has also entered into individual sponsor agreements with a number of states. For additional information, please call 312-578-1300.

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