Client Spotlights

Hear directly from our clients as they discuss personal experiences growing their organizations and navigating challenges using Plansmith’s suite of solutions.

Episode 1:

Richwood Bank

Featuring: Ash Khatib (CFO)

“It’s a very powerful tool but very easy to use… Compliments to Plansmith and their team! “

Episode 2:

Sun Community Federal Credit Union

Featuring: Kimberly Caldwell (Finance Controller) and Noemi Scott (Budget Analysis)

“We’re through the COVID financial impact so far and really it’s because of Plansmith.”

Episode 3:

Liberty National Bank

Featuring: Bryan Marshall (EVP & CFO) and Jodi Dearth (Controller)

“Between the interest rate risks and the budgeting and even the financial reporting that we do… it used to be all manual. But now [with Plansmith], it is so much easier and we have so much more faith in the data because it integrates with our core system so well.”


1827 Walden Office Square, Ste. 350
Schaumburg IL 60173

Toll Free: 1.800.323.3281
Local: 1.847.359.4045
Fax: 1.847.705.8200