Lunch ‘n Learns
The following videos will show you how to get your month-end numbers into Compass, …
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 - Compass Version 8.3.60 (39:50)
The latest Compass release is almost here, and we want to give you the lowdown. Join us for a Lunch
Click on the links below to view and download Compass training materials.
Lunch n' Learn - Budgeting and Planning FAQs (47:48)
Get all of your budgeting/planning questions answered once and for all!
Lunch n' Learn - Budgeting Wrap-Up (36:56)
You’ve finalized your budget – now what? Learn what to do after your budget is complete during this interactive Lunch
Lunch n' Learn - Communicate Your Numbers Like a Pro (35:05)
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
Lunch n' Learn - Forecasting & What-ifs (48:46)
You have a budget, but now it’s off! What do you do? Learn how to
Lunch n' Learn - Pricing Model Maintenance (41:57)
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.
Lunch n' Learn - Maximize the Compass Add-ins for Excel (40:50)
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.
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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