Register for upcoming webinars, and see ones we’ve done in the past.
View past webinars:
June 20, 2018
See 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.
June 19, 2018
Lunch ‘n Learn: BankersGPS™
The Fundamentals of RiskGPS - Join us for a crash course on the fundamentals of RiskGPS™.
May 22, 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.
April 24, 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
March 27, 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.
March 21, 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.
January 17, 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.
January 11, 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.
December 21, 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.
December 13, 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.
November 15, 2017
5 Steps: Link Market Analysis to Forecasts
Register here and we'll walk through my 5 steps to more realistic projections that you can implement in your bank.
November 9, 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.
October 26, 2017
Compass Best Practice Techniques: Building Your Annual Budget
Save your spot for an educational webinar as Roxanne uses Financial Compass to review best practice techniques for building an effective annual budget.
October 10, 2017
It’s not too late to solve the problems we keep hearing…