Lunch 'n Learn - Red Flags! Who Needs ‘Em? Not You!
Let’s review the two most common asked about red flags, why they are important and how to correct them.
Lunch 'n Learn - PPP Loans; Recording, Forecasting, & Measuring Impact
PPP Loans; let’s review setting them up in Compass, how to forecast the portfolio and what reports to use for best measuring impact.
Lunch 'n Learn - Budgeting and Planning in Times of Uncertainty
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.
Lunch 'n Learn - Compass Version 8.3.60 (39:50)
Click on the links below to view and download Compass training materials.
Lunch n' Learn - Budgeting and Planning FAQs (47:48)
Lunch n' Learn - Budgeting Wrap-Up (36:56)
Lunch n' Learn - Communicate Your Numbers Like a Pro (35:05)
Lunch n' Learn - Forecasting & What-ifs (48:46)
Lunch n' Learn - Pricing Model Maintenance (41:57)
Lunch n' Learn - Maximize the Compass Add-ins for Excel (40:50)
Lunch n' Learn - Compass Clean Up (51:25)
Lunch n' Learn - Plansmith Resources (31:23)
Lunch n' Learn - All About Graphs (36:03)
Lunch n' Learn - Executive Dashboard (36:55)
Lunch n' Learn - IRR Simplified (36:51)
Lunch n' Learn - New Compass Version 8.3.62
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