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Our programs, services, and 5-step iterative process will lead your bank to higher growth and a better bottom line.

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Set your course

Too often, the annual meeting is the only time banks look at their mission, vision, and core values. What if they played an active role in business every day, and helped improve the bottom line? Strategically defining these core pieces can help you discover your unique strengths, and start using them to compete.

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Set your course

Too often, the annual meeting is the only time banks look at their mission, vision, and core values. What if they played in active role in business every day, and helped improve the bottom line? Strategically defining these core pieces can help you discover your unique strengths, and start using them to compete.

“…the liquidity reports and risk analysis have been very helpful. If you truly want to manage, you need a company like Plansmith to help you with your financial planning and goal achievement!”

Rick Kunze Chairman-CFO, State Bank of Table Rock

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Latest Posts

10.17.17

3 Key Components in Outsource IRR Analysis

The October 2017 issue of ICBA Independent Banker features Dave Wicklund and his views on selecting a service provider for outsourcing your IRR analysis. You can find the article on page 57.

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7.18.16

Budget Reforecasting for Community Banks

Your community bank's budgets are finalized. Year end is over. Now what?

Our budgeting process gives us an idea of where we think we are headed in the next year. Many times, what we think will happen, is not what happens in reality. After all, if we all had a crystal ball at our disposal, you would not be reading this blog right now (I know I would not be writing it!).

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7.14.16

My Community Bank's Budget Is Done, Now What?

Thankfully, my community bank's budget is done – now what? Continue planning, that’s what.

Most of us hate planning, so why would I want to start now, when I could wait until the usual time next year?

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