Plansmith Blog

The Top 3 Lunch 'n Learns to Review for 2019

Posted by Jennifer Mello on 6/21/19 2:49 PM

It’s halfway through the year and a great time to prepare for what’s to come. I've picked the top 3 Lunch 'n Learns you should review before heading into the 2020 planning season.

The Top 3 Lunch 'n Learns to Review for 2019

  1. Forecasting & What-ifs

Recorded 04.19.2017

Your products and services don’t always track to your original budget as the year progresses. Start re-forecasting to incorporate where you are now into your projections and get a jump start on 2020!

Watch the Lunch 'n Learn.

  1. Pricing Model Maintenance

Recorded May 23, 2017

Market rates continue to surprise, so how can you keep up? Take a look at how to review the rate data and start making updates now to get ahead for next budget season.

Watch the Lunch 'n Learn.

  1. All About Reports

Recorded November 9, 2017

Reports are important, but they can be time consuming to design for maximum impact. Learn how to format, define, and create Compass reports that give you data that’s meaningful to you.

Watch the Lunch 'n Learn.


And be sure to check out our website's resources tab for more education!

Topics: community bank budgeting, budgeting