Learn Budgeting, Forecasting, ALM, and Strategy Tips and See Plansmith Products and Services

The Four Pillars of an Effective IRR Management Program

Do you have the tools to efficiently identify, measure, monitor, and control the impact that changing rates will have on both short-term earnings and longer-term capital?

There are four key elements that all IRR management programs should include.

Learn what they are in our latest white paper on the Four Pillars of an Effective Interest Rate Risk Management Program.

Liquidity Risk Measurements

Examiners are using new measurements and metrics to evaluate funding risk and rate your Liquidity. Do you know what they are?

Watch this complimentary 45-minute educational webinar where we’ll walk you through these new Liquidity measurements and discuss methods to ensure your Liquidity risk management program meets Regulatory expectations.

CECL Solution Webinar

You don’t need complicated or expensive software to implement CECL but most vendor solutions are overly-complex and outrageously expensive. Frustrating, right?

Learn about Plansmith’s new affordable, automated solution designed to make CECL easy in this brand new Webinar.

Recorded November 1st, 2018

Compass Best Practice Techniques:
Building Your Annual Budget

Streamline your budgeting and planning process while including all elements needed for accurate, reliable results in 2018 and beyond. 

Save your spot for an educational webinar as Roxanne uses Financial Compass to review best practice techniques for building an effective annual budget.

Recorded July 25th, 2018

How 3 Financial Institutions Eliminated Their Budgeting, Forecasting & ALM Challenges by Partnering with Plansmith

What is your current budgeting, forecasting or ALM solution really costing you? Join Brett Hendricks, Product Specialist, for a free webinar as he demonstrates real-life success stories that illustrate how organizations like yours were able to streamline their budgeting, reduce overhead and regain confidence by partnering with Plansmith.

Recorded June 19th, 2018

Lunch ‘n Learn: BankersGPS™

The Fundamentals of RiskGPS – Join us for a crash course on the fundamentals of RiskGPS™.

Recorded May 22nd, 2018

Lunch ‘n Learn: IRR Simplified

Get a fresh look at how to use the IRR tools available in Compass. Join us as we take you through a crash course on the fundamentals of IRR during this interactive Lunch ‘n Learn.

Recorded April 24th, 2018

Lunch ‘n Learn: Executive Dashboard

During the last Lunch ‘n Learn: All About Graphs, you learned how to tell a financial story using graphs in Compass. Now, take a deeper look at how to use Executive Dashboard’s graphs for planning and presenting information during this interactive Lunch ‘n Learn.

Recorded April 24th, 2018

Lunch ‘n Learn: All About Graphs

Graphs are visuals that tell your financial story. Come familiarize yourself with Compass’ built-in graphs and learn to transform data into direction during this interactive Lunch ‘n Learn..

Recorded March 21st, 2018

Top 3 Reasons Banks and Credit Unions Partner with Plansmith

Watch this free webinar as Product Specialist, Brett Hendricks, demonstrates real-life success stories that illustrate how organizations like yours were able to streamline their budgeting, reduce overhead and regain confidence by partnering with Plansmith.

Recorded January 17th, 2018

The Real Reasons to Outsource Your IRR

Outsourcing your IRR model to Plansmith saves you time, money, and builds your confidence in meeting regulatory compliance.

Recorded January 11th, 2018

Lunch ‘n Learn: Plansmith Resources

Get familiar with all of the Compass resources Plansmith has to offer! Learn about our latest and greatest educational materials during this interactive Lunch ‘n Learn.

Recorded December 21st, 2017

Lunch ‘n Learn: Budgeting Q&A

Get all of your budgeting questions answered! Submit your questions when you sign up for this interactive Lunch ‘n Learn.

Recorded December 13th, 2017

End Your Budgeting Season Headaches for Good

Participants of this webinar will learn how to eliminate these issues so next year’s budgeting season isn’t such a pain.

Recorded November 15th, 2017

5 Steps: Link Market Analysis to Forecasts

Learn the 5 steps to creating more realistic projections that you can implement in your bank.

Recorded November 9th, 2017

Lunch ‘n Learn: All About Reports

Reports are important, but they can be easier said than done. Learn how to format, define, and create Compass reports during this interactive Lunch ‘n Learn.

Recorded October 26th, 2017

Compass Best Practice Techniques: Building Your Annual Budget

Watch this educational webinar where Roxanne uses Financial Compass to review best practice techniques for building an effective annual budget.

Recorded October 10th, 2017

Better Budgeting

It’s not too late to solve the problems we keep hearing about…