---
title: Plansmith Blog | Sherri Scott
---

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# Plansmith Blog

## Sherri Scott

### Recent Posts

## [Community Bankers: Year-End is Almost Here!](https://blog.plansmith.com/community-bankers-year-end-is-almost-here)

 Posted by [Sherri Scott](https://blog.plansmith.com/author/sherri-scott) on 12/1/14, 10:00 AM

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[![YearEndIsAlmostHere.jpg](https://blog.plansmith.com/hubfs/YearEndIsAlmostHere.jpg)](https://blog.plansmith.com/community-bankers-year-end-is-almost-here)

Whether your year-end is calendar or fiscal, there are a few things you can do to make the future-you happy. Examiners and auditors thoroughly enjoy marking off their-checklist of items to review and criticize. Most times the request letters ask for the same documents year-after year. Create an exam folder complete with instructions for yourself for the following year.

[Read More](https://blog.plansmith.com/community-bankers-year-end-is-almost-here)

## [Community Banks, Budget Your Time!](https://blog.plansmith.com/community-banks-budget-your-time)

 Posted by [Sherri Scott](https://blog.plansmith.com/author/sherri-scott) on 11/17/14, 5:30 PM

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[![BudgetYourTime.jpg](https://blog.plansmith.com/hubfs/BudgetYourTime.jpg)](https://blog.plansmith.com/community-banks-budget-your-time)

Interest rate risk, call reports, budget, ALCO, board meetings, re-doing the budget, exams, audits, holiday parties, vacation schedules…I’m already exhausted. My suggestion, budget your time! I can’t tell you how many times I hear clients say they had to postpone scheduled days off to complete their workload. This is the perfect time to plan what you can before year-end.

[Read More](https://blog.plansmith.com/community-banks-budget-your-time)

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