Now Available — ALM Advisory Training Video Series

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Register for upcoming webinars, and watch replays.

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.

Recorded 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. 

Recorded 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.

Recorded 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.

Recorded October 10, 2017

Better Budgeting

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