PPP Loans; let’s review setting them up in Compass, how to forecast the portfolio and what reports to use for best measuring impact.

Did your 2020 Budget include the possibility of a global pandemic? Well, you’re not alone. Most institutions didn’t see this one coming either. Our clients are asking questions such as, “How do I handle negative rates? How will the change to the economy impact my loan portfolio? And what about the effect on my budget?” In these difficult times, Plansmith is here to help.

The latest Compass release is almost here, and we want to give you the lowdown. Join us for a Lunch ‘n Learn as we give you a sneak peek of the newest enhancements, coming the week of October 24th!

Click on the links below to view and download Compass training materials.

Lunch n Learn Compass New Release Oct 2016

Get all of your budgeting/planning questions answered once and for all!

BudgetingFAQ11_2016MP

You’ve finalized your budget – now what? Learn what to do after your budget is complete during this interactive Lunch ‘n Learn.

Budget Wrap Up 2017.01.17

You have the numbers, but how do you make them tell your banks story? Learn how to use numbers to communicate like a pro during this interactive Lunch ‘n Learn.

Communicate Your Numbers Like a PRO

You have a budget, but now it’s off! What do you do? Learn how to reforecast your plan during this interactive Lunch ‘n Learn!

Reforecast 2017.04.18

How do you maintain pricing models when market rates are changing? Watch the recording to hear best practices, presentation tips, and a live Q&A.

Pricing Models 2017.05.23_Handout

You may already have the Compass Add-In for Excel, but are you using it to its fullest potential? Learn about the custom set of Excel functions that let you automate your spreadsheets during this interactive Lunch & Learn.

Excel Add In 2017.07.27

For banks and credit unions, fall is planning season. Learn how to get your Compass housekeeping done before budgeting starts during this interactive Lunch & Learn.

Compass Checklist

Compass_CleanupSlides

All_About_Reports_Slides Compass_Manual_Report Designer

Budgeting_Q&A_Handout

Locking the Budget Instructions

Coaching_Options

DataBridge_Tuneup

Plansmith_Resources_Handout

All_About_Graphs_Slides

Executive Dashboard User Guide

Executive_Dashboard_Handout

Assumption Documentation Guide

Assumption Recap

IRR Policy Tracking Form

IRR_Simplified_Handout

Model Review Options

The  Report Designer allows you to select account and ratio data from Compass’ vast database and place it on a spreadsheet-type layout, perform some basic calculations and save it to the Report Menu.