Plansmith Blog

The Top 3 Lunch 'n Learns to Review for 2018

Posted by Jennifer Mello on 1/3/18 1:53 PM

The New Year is a great time to prep and review. That's why I've picked the top 3 Lunch 'n Learns you should review before diving into 2018.

The Top 3 Lunch 'n Learns to Review for 2018

1. Budgeting Wrap-Up

Recorded January 17, 2017

You've finalized your budget - now what? Learn what to do after your budget is complete.

Watch the Lunch 'n Learn.


2. Pricing Model Maintenance

Recorded May 23, 2017

How do you maintain pricing models when market rates are changing? Learn our suggestions.

Watch the Lunch 'n Learn.

3. All About Reports

Recorded November 9, 2017

Reports are important, but they can be easier said than done. Learn how to format, define, and create Compass reports

Watch the Lunch 'n Learn.


And be sure to check out our other educational resources!

Topics: compass, community bank planning, community bank budgeting