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

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.

Lunch ‘n Learn: BankersGPS™

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

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.

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.

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..

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.

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.

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.

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.

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.

5 Steps: Link Market Analysis to Forecasts

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

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.

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.

Better Budgeting

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