2014 has been a busy year at Plansmith! We have made some great updates to our products, added some wonderful clients to the Plansmith family, and have been busy keeping up-to-date with the latest regulations and changes in the banking world.

In this industry, we love numbers, so here are some important ones for us from 2014:

25 Blog Posts

This year we put out 25 new blog posts on many different topics. You can find posts on the OCC Questionnaire, Why ALCOs Fail (a three part series), and the Forgotten Components of Interest Rate Risk just to name a few. Check back in 2015 to find out which ones were the most popular.

22 Webinars

In 2014 we presented a variety of webinars on Capital Planning, Guidance for Outside Directors, Rising Interest Rates, and Building Effective Liquidity and Interest Rate Risk Management Programs. You can always request recordings from our past webinars by visiting the archive and clicking the ‘Learn More’ links.

9 Trade Shows

We were happy to have met/seen some of you at the trade shows we attended this year. It’s always nice to get out of the office and see some new faces and meet some current clients face-to-face. You can read the recaps of these trips on the blogs as well.

5 New Hires

Five new members were added to the Plansmith team. Doug Keipper joined our Sales team, Erin Fincher came on as our new Receptionist, Jeannette Peterson is the newest addition to our Support staff, Jason Plackey joined our Development team, and Matthew Nierman was added to our Advisory Services group. You can learn more about them and put faces to the names by visiting our website.

4 Social Media Campaign Donations

At Plansmith, we feel that it is important to give back and stay active in the community. Because of your Facebook and LinkedIn likes/follows, we were able to donate to the American Heart Association, Autism Speaks, Feeding America, and Homes for Our Troops. Thank you for helping support these amazing organizations!

2 Newsletters

As some of you may know, we rolled out a new quarterly newsletter email for our clients. Make sure to keep a lookout in your inboxes to get the latest updates.

1 Big Promotion

And last but not least, our very own Susan West was promoted to President & COO of Plansmith. Craig Hartman is still our CEO & Chairman. We are excited about these new changes! You can read more about Sue’s promotion here.

Thanks for a great 2014, and we look forward to working with all of you in 2015. Enjoy your holidays!