See Plansmith Solutions and Learn Tips for Budgeting, ALM, CECL, and Strategy

Register for Upcoming Webinars and Watch Previous Recordings

CECL: Time is Running Out, Don’t Be Late to the Game

With the deadline quickly approaching, hosted a live webinar with our
partners at Curinos and the accounting firm CliftonLarsonAllen (CLA).

Please watch the recording where our speakers covered the benefits of:

  • Utilizing a Web-Based CECL platform that requires no implementation
  • The WARM Methodology
  • Built-in institution-specific Historical Loan losses
  • Integrated Peer Analysis & Economic Forecasting
  • Automation of instrument-level key model inputs

Easy. Fast. Affordable.
The Benefits of a Unified Planning Solution

Consistent data is key to accurate financial planning and reporting. And yet, many bankers continue to rely on manual spreadsheets or software that doesn’t tie back to their core accounting systems.

Isn’t it time to change that?

Plansmith integrates Core system data to generate your annual budget, long-range forecasts, automated board reporting, and comprehensive ALM analytics. 

Watch as we demonstrate the benefits of our unified planning solution for Budgeting, Board Reporting, and ALM.

CECL – The Easy Solution

Still searching for the right CECL solution? There’s no need to buy expensive software or attempt to build complicated spreadsheets.

Instead, invest in an easy, fast, and affordable CECL solution.

Learn about Plansmith’s new automated solution designed to make CECL easy in this brand new webinar featuring Michael Stinson, President of FBX BankTrends.

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.

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.

Ready to take ALM and IRR off your plate for good?

Watch this 30-minute presentation with former Senior FDIC Examiner and capital markets expert, Dave Wicklund, to learn how you might benefit from outsourcing.

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.


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