Plansmith Blog

David Schwieder

Recent Posts

Putting the “Live” in ICBA Live 2019

Posted by David Schwieder on 3/27/19 11:05 AM

When I left the banking industry 6 years ago to join Plansmith, one of my toughest adjustments was working with clients and prospects remotely. Thanks to technology, I can meet with a bank in Maine in the morning and another in Washington that afternoon. Conference lines and GoToMeeting webinars allow for more, faster, and better methods of doing business… or do they?

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The Unexpected Tie Between Bankers & Boy Scouts

Posted by David Schwieder on 8/15/18 10:39 AM

I spent the 4th of July Holiday as many Americans do. That’s right, cleaning out the garage. As I engaged in this long overdue spring cleaning, I couldn’t help but notice the abundance of pine needles in the corner. It brought back a bad memory from last December, that I could at least laugh about now. Sort of…

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Two Tickets to Washington D.C.

Posted by David Schwieder on 3/17/14 9:30 AM
Tom Parsons and I had the pleasure of attending the CUNA Government Affairs Conference in our nation’s capital. It was a great opportunity show support for our many credit union clients as well as learning more about the many challenges they face.

Opening night featured a performance by singer Eddie Money, which literally had the Washington Convention Center "shaking to the beat of the night". Day two presented a strong stream of visitors to the many exhibitor booths spread out around the convention center floor. It was great to finally put a few client faces to the many voices that we speak to regularly. We met a number of new credit unions that were interested in our solutions for managing risk and active planning. It was fun being able to run our Financial Compass model for these individuals, right there on the convention floor. Some really seemed impressed by our ability to quickly provide a two and three year rolling forecast for their organization. Impressive perhaps, but after all, "the future is ours to see".

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