Webinars

 

Register for upcoming webinars, and see ones we’ve done in the past.

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.

May 23, 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.

View past webinars:

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

Better Budgeting

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