Download White Papers Written by Plansmith and Industry Experts
Is your planning process built on a firm foundation?
Bolster your budget development using 5 key pillars for success.
Read our free white paper to learn how to embrace them to implement a productive planning process.
Examiners are using new measurements and metrics to evaluate funding risk and rate your Liquidity.
Do you know what they are?
Read our latest white paper, Liquidity Risk Measurements: The Good, the Bad, and the Ugly, as first appeared in the April and May 2019 issues of Bank Asset/Liability Management.
Is Your IRR Management Program Missing One of These Key Items?
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?
Download this free white paper to discover the four things your program must include to be successful.
Interest Rates Are Rising
What are you doing to protect yourself?
Every bank goes through the motions of managing rate risk exposure, but most banks may be missing one or more significant risks.
Learn what to look out for and how to prepare in our newest white paper from Bill Smith, Interest Rates are Going Up – Are You as Safe as You Think?
Beyond Budgeting
Running a modern financial institution requires more attention to marketing, pricing, resource allocation, and productivity than in previous eras. So, where to start?
Well, there are some simple rules for creating a budget and developing a successful planning process.
The goal is not just a budget, but a true plan.
Download this free white paper to learn how to go beyond budgeting and build effective plans in this white paper by Chairman & CEO, Craig Hartman.
The Case for Reforecasting
Will your budget remain relevant all year?
Every bank goes through the motions of managing rate risk exposure, but most banks may be missing one or more significant risks.
Learn what to look out for and how to prepare in our newest white paper from Bill Smith, Interest Rates are Going Up – Are You as Safe as You Think?
Turn Your Budget into a Plan
In a financial institution, growth is achieved from environmental factors, new activity or branching, along with the required expenses to support it.
Expense budgets often control companies to the point of choking.
This is where a playbook is most valuable.
Read our white paper to discover the relationship between your budget, a playbook, and success.
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
Account Projections Overview (9:14)
Learn how this screen allows you to model the growth, pricing, income and expense of the Balance Sheet and Income Statement.
Forecasting Overview (13:42)
Forecasting: Applying Manual Edits and Growth Models to the Balance Sheet
https://youtu.be/NrWRbnM65MU
Forecast Editing Tools (11:49)
The Quick Edit feature provides great power with several shortcut and calculation aides
Forecasting Webinar (57:32)
This 57-minute webinar reviews the different types of growth models, how to forecast using these growth models, and methods for forecasting non-interest income and non-interest expense.
Pricing Models Overview (11:20)
Learn how to link Interest Rates to the Yield Curve with spreads, floors & ceilings.
Pricing Models Webinar (1:17:45)
View this 77-minute session to learn about the essential components of pricing models, creating assumptions, and the application of pricing models in rate shock and budgeting.
Prepayment Utility (28:30)
Learn how Compass captures the financial instution’s specific prepayment experience and allows both simple and complex
prepayment modeling at the account or category level.
Rounding Out Your Assumptions Webinar (1:05:49)
View this 65-minute session to learn how Optionality is addressed in Compass through the Put/Call Feature and Prepayment Modeling. Understand the application of Decay and Alternate Discount Rates on Non-maturing Deposits (NMD). Review the input and functionality of Taxes and Dividends within the model.
Best Budgeting Practices (25:50)
This 26-minute webinar reviews best practice techniques for creating your annual budget and locking your budget for the new year.
https://youtu.be/02BH_rAVtN0
Suspend Auto Reforecasting During Budget Approval (10:45)
Learn how to suspend auto
https://youtu.be/Ogyrp_nSMFM
Locking the Budget (6:33)
Learn how to use the Lock Budget feature to transfer the projections into the Budget Tab.
https://youtu.be/13_yuOAYe-8
Year-End Shift (8:21)
This tutorial reviews the process referred to as shifting the database which is necessary to accommodate projected data for a new 12-month period by moving the prior year’s actual data and storing it as history
https://youtu.be/5wqkHnVGELk