UPCOMING WEBINARS
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ARCHIVED WEBINARS
FREE

Better Budgeting: Fast. Easy. Accurate. (June 6, 2017)

Join us for a free 45-minute webinar to learn how you can get hours of work done in minutes.

Don't let Excel spreadsheets or old clunky systems slow you down. Simplify your budgeting and monthly board reporting with Plansmith. Join us for a free 45-minute webinar to learn how you can get hours of work done in minutes.

FREE

Lunch 'n Learn (May 23, 2017)

Pricing Model Maintenance

How do you maintain pricing models when market rates are changing?

How do you maintain pricing models when market rates are changing? Watch the recording to hear best practices, presentation tips, and a live Q&A.

FREE

Lunch 'n Learn (April 18, 2017)

Reforecasting & What-Ifs

Learn how to reforecast your plan during this interactive Lunch 'n Learn!

You have a budget, but now it's off! What do you do?

Learn how to reforecast your plan during this interactive Lunch 'n Learn.

FREE

Lunch 'n Learn: (February 28, 2017)

Communicate Your Numbers Like a PRO!

Learn how to use numbers to communicate like a pro during this interactive Lunch 'n Learn.

You have the numbers, but how do you make them tell your bank's story?

Learn how to use numbers to communicate like a pro during this interactive Lunch 'n Learn!

FREE

Lunch 'n Learn (January 17, 2017)

Budgeting Wrap-Up

You've finalized your budget - now what? Learn what to do after your budget is complete during this interactive Lunch 'n Learn.

You've finalized your budget - now what?

Learn what to do after your budget is complete during this interactive Lunch 'n Learn:

  • Join the live webinar
  • Hear best practices & presentation tips
  • Share in an open-forum Q&A

Just grab your lunch and join in January 17th!

Have other plans for lunch? Sign up anyway to get the recording!

FREE

How to Execute Your Strategic Plan (December 14, 2016)

You have a plan. But how do you get it from the shelf to your bottom line?

You have a plan. But how do you get it from the shelf to your bottom line? Our clients say the number 1 criticism with their strategic plan is the lack of execution! Save your spot for this free 45-minute presentation and learn how to: Gain acceptance and get your plan into action; Bring focus by concentrating on execution; Create a practical planning calendar for 2017 You'll see how to link the objectives, measurement, and timeline to make sure your strategic plan is executed successfully.

FREE

Lunch 'n Learn (November 29, 2016)

Budgeting/Planning FAQs

Get all of your budgeting/planning questions answered once and for all!

Get all of your budgeting/planning questions answered once and for all! You'll learn how to quickly and easily complete your budget in Compass. Just grab your lunch and join in November 29th!

FREE

Better Budgeting = Better Performance (October 27, 2016)

Put the spreadsheets and clunky systems behind you.

Put the spreadsheets and clunky systems behind you. If last year's budgeting season left you thinking, "never again," we’ll show you how to get a clearer view of where your bank is headed.

FREE

Compass Best Practice Techniques (October 25, 2016)

Building Your Annual Budget

Ensure your budgeting and planning process includes the elements needed for accurate, reliable results in 2017 and beyond.

Want to ensure your budgeting and planning process includes the elements needed for accurate, reliable results in 2017 and beyond?

This educational webinar is a great refresher course for all Compass users and includes best practice techniques for building an effective annual budget. You will also learn how to take advantage of these key components of the budgeting process:

  • Top-level modeling and forecasting options available in your Compass model
  • Adjusting tax settings and modeling dividends
  • Proper steps for locking your budget after Board approval
  • How to use reforecasting techniques to keep plans current as market conditions change
FREE

Lunch 'n Learn (October 20, 2016)

Compass Version 8.3.60

The latest Compass release is almost here, and we want to give you the lowdown. Join us for a Lunch 'n Learn as we give you a sneakpeek of the newest enhancements, coming the week of October 24th!

The latest Compass release is here, and we want to give you the lowdown. Our clients told us they want more interactive educational opportunities, so we think you're going to like this Lunch 'n Learn event. Here's a sneakpeek of the newest enhancements, released the week of October 24th:

  • Updated Validation Faster Download
  • Streamlined Rate Shock Computes
  • New & Revised Reports
FREE

3 Key Elements of the Strategic Process (October 4, 2016)

What will drive your bank's long term success? Start planning effectively with 3 Key Elements of the Strategic Process.

What will drive your bank's long term success?

Start planning effectively with 3 Key Elements of the Strategic Process. In this free webinar, learn how to take advantage of a modern strategic process including how to:

  • Use strategic thinking before writing your plan
  • Ask the right questions to identify customer needs
  • Uncover revenue building opportunities
FREE

5 Things to Consider This Budgeting Season (August 23, 2016)

Want to kick off your 2017 budgeting season feeling prepared and efficient? Join us for a free webinar as we address 5 key elements you'll want to consider before you get started.

Want to kick off your 2017 budgeting season feeling prepared and efficient? Join us for a free webinar as we address 5 key elements you'll want to consider before you get started.

Are you:

1. Confident in your underlying data?
2. Collaborating when creating the budget?
3. Running 'what if' scenarios?
4. Effectively communicating your goals?
5. Using dashboards, scorecards, and graphics to tell your story?

 

About the Presenter: Shawna Brauer, Senior Advisor at Plansmith
Shawna joined the Plansmith team in 2011, bringing over 20 years of banking experience, most recently as the CFO for a mid-sized Community Bank. In her banking roles, she regularly had to interpret and explain IRR results and budgets/forecasts to ALCOs, Boards, Executive Teams and Regulators at a high level, as well fully comprehend the details behind the data. Shawna is very familiar with the challenges and responsibilities that our clients are facing, and can help you simplify the complexity of the Budgeting process.

FREE

Discover Pain-Free Budgeting (April 12, 2016)

Budgeting and Reporting Really Can Be Easier 

If sticking with your current budgeting process is no longer an option, discover pain-free budgeting with Plansmith.
  • Do budgeting and forecasting give you a headache?
  • Tired of manipulating spreadsheets or an outdated system?
  • Do you trust the numbers?
  • Are you getting the support you deserve?

Is sticking with your current solution even an option?
 

If you're ready for relief, view this free webinar and learn how to:

  • Eliminate manual data entry
  • Automate monthly reporting
  • Instantly forecast top down or bottom up
  • Revise projections without formulas
  • Easily run 'what-ifs' and multiple scenarios

Budgeting and Reporting really can be easier. Discover pain-free budgeting with Plansmith.

FREE

New Year's Resolution: Better Budgeting for Credit Unions (January 13, 2016)

If the 2016 budgeting season left you thinking, "never again", put the spreadsheets and clunky systems behind you. Make a resolution to simplify your budgeting and monthly board reporting with Plansmith.

If the 2016 budgeting season left you thinking, "never again", put the spreadsheets and clunky systems behind you. Make a resolution to simplify your budgeting and monthly board reporting with Plansmith. 

To start 2016 off with a bang, view this free 45-minute webinar and see how to: 

  • Eliminate all the manual data entry
  • Revise your projections without formulas or workbooks
  • Instantly plan at the summary or account levels
  • Run "what-ifs" and multiple scenarios
  • Automate monthly Board Reporting 
FREE

Discover Plansmith's Risk Outsourcing Services (November 12, 2015)

Our comprehensive Risk Management Outsourcing Services save you time, money, and frustration in meeting regulatory compliance. You get peace of mind as they're overseen by a former FDIC Examiner with over 20 years of expertise in the banking industry.

Our comprehensive Risk Management Outsourcing Services save you time, money, and frustration in meeting regulatory compliance. You get peace of mind as they're overseen by a former FDIC Examiner with over 20 years of expertise in the banking industry. 

Introductory Webinar: Plansmith's Risk Management Outsourcing Services 

View this free 45-minute webinar to discover why financial institutions outsource to Plansmith: 

  • Quarterly IRR Report 
  • IRR Modeling and Assumptions 
  • Annual ALM Management Meeting 
  • Exam Support 
  • Cash Flow Modeling & Stress Testing 


Each critical service is developed exclusively for your institution. Learn about our unique approach and how outsourcing will benefit your organization. 

FREE

Risk Compass with Non-Parallel Yield Curve Risk (October 14, 2015)

An Easier Way to Communicate with Your ALCO

Do you need a ready-made report package that easily communicates your IRR results? Are examiners asking you for non-parallel rate shock analyses? Join us for a webinar as we demonstrate how Risk Compass can simplify your ALCO reporting process and meet regulatory expectations for non-parallel yield curve analysis.

Do you need a ready-made report package that easily communicates your Interest Rate Risk results? 

Are examiners asking you for non-parallel rate shock analyses? 

View this webinar to see how Risk Compass can simplify your ALCO reporting process and help you meet regulatory expectations for non-parallel yield curve analysis. 

Risk Compass complements your existing Financial Compass model and gives you access to: 

• A one-click ALCO reporting package 
• Full narrative to help explain your risk profile 
• Modeling options to see the impact of non-parallel yield curve shifts 
• The ability to create custom non-parallel yield curves 

FREE

Better Budgeting Seminar (September 22, 2015)

Easy. Fast. Accurate.

Don't let an outdated system or cumbersome spreadsheets slow you down. You can simplify your budgeting and monthly Board reporting with Plansmith. 

Whether you are using another model or Excel, this webinar will provide tips and ideas that you can use to create the annual budget at your institution. 

Hosted by Shawna Brauer, CPA, a Senior Advisor at Plansmith, Shawna demonstrates how she used Plansmith's budgeting system to create the annual budget at her previous bank.

A few of the concepts covered:

  • Key reports to help you get started
  • Tweaking projections for a more realistic budget and forecast
  • Using what-ifs to test the impact 

Shawna served as the Chief Financial Officer at Cornerstone Bank (Palatine, IL) for over 15 years and used Plansmith's budgeting tools to help manage their balance sheet, income statement, and overall performance.

FREE

Is Stress Testing a Big Deal? (September 10, 2015)

Yeah - It Is...

Loan stress testing has been in the news lately. In fact, a recent survey found that 3 out of 4 banks are already doing it or getting regulatory pressure to do more. Do you feel confident that you know what it's all about? Need help getting started?

Loan stress testing has been in the news lately. In fact, a recent survey found that 3 out of 4 banks are already doing it or getting regulatory pressure to do more.

Do you feel confident that you know what it's all about? Need help getting started?

This 45-minute session offers ideas for best practices and can help you understand:

  • The input required to support the analysis
  • The importance of choosing appropriate assumptions for multiple stress scenarios
  • How to evaluate the impact stress testing has on future earnings and capital - including the Basel III Capital Ratios and Capital Conservation Buffer
FREE

Backtesting...Necessary Evil or Just Evil? (April 22, 2015)

With the increased Regulatory emphasis on IRR, model backtesting has again become an expectation at most exams. Despite only limited changes in market rates, our clients are telling us that examiners are routinely requiring them to go through this process to ensure model assumptions and results are reliable.

With the increased Regulatory emphasis on Interest Rate Risk, model backtesting has again become an expectation at most exams. Despite only limited changes in market rates, our clients are telling us that examiners are routinely requiring them to go through this process to ensure model assumptions and results are reliable.

We will address the following four most asked questions regarding backtesting and show you how Plansmith's Advisory Services can assist you in meeting Regulatory expectations for backtesting:

  • Who should do the backtesting?
  • How often should backtesting be done?
  • What time period should backtesting cover?
  • Do you need to backtest assumptions and model results?
FREE

Using Future Risk Analysis (December 18, 2014)

How will your plan impact your interest rate risk position? Have you tested your plan as if it has been executed? Measuring past risk only gives you the opportunity to fix problems after they happen. Measuring risk exposure before you implement your plan is a good business practice - and examiners now expect you to do it.

How will your plan impact your Interest Rate Risk position?

Have you tested your plan as if it has been executed?

Measuring past risk only gives you the opportunity to fix problems after they happen. Measuring risk exposure before you implement your plan is a good business practice - and examiners now expect you to do it.

Only available in Plansmith's Financial Compass, analyze the risk in your projected balance sheet. This forward view means you can avoid Interest Rate Risk policy violations and costly oversights down the road.

You will learn how to take your rate risk management from reactionary to proactive by:

  • Using rate shock analysis to determine future risk
  • Measuring the risk of planned initiatives before implementation
  • Comparing multiple scenarios to find the best combination of safety and profit
FREE

Don't Get Caught With Your Rates Down (August 26, 2014)

It's inevitable - interest rates will rise. Although there are mixed signals on when this increase will begin and the pace at which rates will move, don't get caught with your rates down.

It's inevitable - interest rates will rise. Although there are mixed signals on when this increase will begin and the pace at which rates will move, don't get caught with your rates down.

Join us for a complimentary webinar for tips on preparing for a rising rate environment. A Plansmith expert will discuss:

  • The importance of planning in a rising rate environment
  • Developing three effective 'what-if' models to assess risk
  • Tips for reforecasting the balance sheet to mitigate risk
PREMIUM

Liquidity 101: Guidance for Outside Directors (January 31, 2017)

Directors will learn information essential to an effective liquidity risk management program.

Liquidity management is highly scrutinized by regulators.

Examiners expect board and senior management to be actively involved in monitoring and controlling liquidity risk.

Directors will learn information essential to an effective liquidity risk management program:

  • Regulatory expectations for directors and senior management
  • Strengths and weaknesses of liquidity ratio analysis
  • Cash flow modeling mechanics for expected and stressed events
  • Expectations for liquidity policies and contingency funding plans (CFPs)

Ensure your board members are getting the training they need to fulfill their fiduciary responsibility.
 

Who should attend: Members of the Board of Directors & Senior Management

Cost: $249 per institution

PREMIUM

IRR 101: Guidance for Outside Directors (December 6, 2016)

Ensure your board members are getting the training they need to fulfill their fiduciary responsibility.

IRR management is an area of heightened concern for regulators.

Examiners include board and senior management oversight as a crucial part of a sound IRR management program.

Your board of directors will learn essential training information specifically developed for them:

- Regulatory expectations for Directors and ALCO members

- Common models and measurement techniques

- IRR policy and internal controls

- Modeling scenarios

- Yield curve risk modeling

Ensure your board members are getting the training they need to fulfill their fiduciary responsibility.

Who should attend: Members of the Board of Directors & Senior Management

Cost: $249 per institution

PREMIUM

Building an Effective Liquidity Risk Management Program (October 19, 2016)

A 4-Part In-Depth Webinar Series

During this 4-part educational webinar series, you will gain a solid grasp of what is needed to implement a successful liquidity risk management program that complies with regulatory guidance and lays the groundwork for a successful exam.

Asset Liability Management has become a primary focus of Regulatory examinations. Examiners expect to see a comprehensive liquidity management program at all banks and credit unions that includes cash flow modeling and a wholesale funding analysis.

Join us for a 4-part educational webinar series. You will gain a solid grasp of what is needed to implement a successful liquidity risk management program that complies with regulatory guidance and lays the groundwork for a successful exam.

PREMIUM

Building an Effective Interest Rate Risk Management Program (September 14, 2016)

A 5-Part In-Depth Webinar Series

Join us for a 5-part webinar series that will include an in-depth review of today's regulatory expectations for your interest rate risk management program.

Join us for a 5-part webinar series that will include an in-depth review of today's regulatory expectations for your interest rate risk management program.

During this series you will gain a solid grasp of what is needed to implement an effective risk management program at your institution that complies with regulatory expectations and lays the groundwork for a successful exam. 

PREMIUM

Regulatory Expectations: Capital Planning and Stress Testing (July 12, 2016)

This session provides guidance for implementing a capital stress testing system at your institution.

Regulatory expectations for capital management have changed dramatically within the past few years. Financial institutions must now implement a complete capital planning process, including comprehensive policies and stress testing procedures. 

This session provides guidance for implementing a capital management program at your institution. 

Topics of discussion: 

• Elements of a capital maintenance plan and policy 
• Principles of a capital stress testing program 
• Recommended frequency and duration of stress testing 
• Potential stress scenarios for modeling 
• “Reverse stress testing” 
• Methods for implementing a stress testing program without an outside model or software 

Fee: $250 per institution 
 

 


Meet the presenter: Dave Wicklund, Director of Advisory Services 

Dave spent over 20 years at the FDIC, serving as Senior Bank Examiner and Capital Markets Subject Matter Expert. While at the FDIC, Dave co-developed and served as a lead course instructor for the FDIC's Asset/Liability Management School, developed nation-wide materials and led train-the-trainer sessions for the FDIC's Evaluating IRR Models training course, was an instructor at the Federal Reserve Board of Chicago's Asset/Liability Lab, and served as Examiner-in-Charge of numerous community bank examinations. Since 2012, Dave has overseen the Advisory Services department at Plansmith.