Plansmith Blog

Is Compass Advanced Coaching Right For You?

Posted by Karen How on 3/27/18 9:47 AM

As Plansmith’s Director of Client Education, I’m often asked which continuing education programs should I attend and why? 

One of my favorite courses that I always recommend is our Compass Advanced Coaching event. Don’t let the title scare you, it’s a great fit for a wide variety of experience levels.

Now you may be thinking, what could I possibly gain from this event held in Schaumburg, IL? And, what if my schedule can’t accommodate that date. Well, let me share my thoughts on the advantages of this program and why it’s beneficial in so many ways.

First of all, our culture is customer-centric. We want to get to know you. Meeting face to face makes such a difference in our ongoing communications and a deepened understanding of your organizational needs. We welcome every opportunity to engage with our clients. If you can’t make it to one of our scheduled events, please let me know if you're ever in the area, and we’ll plan to connect!

Now, who is the perfect candidate for advanced coaching? You, of course! If you’ve been through the Compass Intro Coaching program and have had a minimum of three months of experience with the model (yes, just three months) you’re ready!

Think about it. You know the basics for model operation. You know your business and what you need to do to make planning successful. But let’s face it, there’s a lot to remember that the model can do for you.

During Compass Advanced Coaching, you’ll experience a new view of the program and gain practical insights from others like you. We’ll explore a range of topics from reporting and forecasting, to assumptions and stress testing. Whatever your needs, together we can help you improve your Compass skills. We’ve got you covered!

And double bonus, you get the added benefit of attending with other Compass users and enjoying group collaboration! Have you ever wondered how someone else is using the model? This is a great opportunity to share with your peers, learn how they use Compass, and help others by sharing your experiences.

These events are currently held throughout the year at our office in Schaumburg, IL. You can check out our Events page anytime to get details or sign up for future classes.

Lastly, please reach out to me anytime if you’d like to discuss your individual coaching needs. I’m here to help! Email me or call me at 800-323-3281.

Hope to see you soon!

Topics: compass, interest rate risk management, continuing education, forecasting, community bank budgeting