Learn Budgeting, Forecasting, ALM, and Strategy Tips and See Plansmith Products and Services
Better Budgeting for Modern Banking
What is budgeting with spreadsheets or outdated software really costing you?
Are you…
Wasting hours on an old legacy system?
Struggling to maintain formula-filled spreadsheets?
Looking for better answers and ways to make more money?
This session will cover 7 Key Concepts for Better Budgeting and show you how new technologies are making it easier than ever to integrate with your Core data, improve decision making, and generate clear and compelling reports.
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.
Compass Add-On Features
We’re always coming up with ways to make your life easier.
Join us for a free webinar to see enhancements and features that will save you a lot of time and help you comply with regulation.
Here are some of the highlights:
– Automated Liquidity reports that will keep examiners off your back
– Non-Parallel Rate Shock for Interest Rate Risk Management
– Web-based Executive Dashboard that shows your results immediately
– Customizable Peer Analysis of your bank vs. any bank in the country
– Branch and Cost Center budgeting and profitability
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.
Compass Best Practice Techniques:
Building Your Annual Budget
Streamline your budgeting and planning process while including all elements needed for accurate, reliable results in 2019 and beyond.
This is 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 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…

How 3 Financial Institutions Eliminated Their Budgeting, Forecasting & ALM Challenges by Partnering with Plansmith
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.
Products
Contact
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
info@plansmith.com