---
title: "Community Bank & Credit Union Forum: Compass Roundtable 2015"
description: "Community Bank & Credit Union Forum: Compass Roundtable 2015"
image: https://blog.plansmith.com/hubfs/Plansmith-Images/CompassRoundtable.png
---

[CALL TOLL-FREE 1-800-323-3281](https://www.plansmith.reachproductions.net/project/call-toll-free-1-800-323-3281/)

[![Plansmith](https://blog.plansmith.com/hs-fs/hubfs/Plansmith-Logo.png?width=764&height=135&name=Plansmith-Logo.png "Plansmith")](https://www4.plansmith.com)

- Solutions 
    - [Budgeting](https://www4.plansmith.com/budgeting/)
    - [ALM](https://www4.plansmith.com/alm) 
          - [ALM Advisory Services](https://www4.plansmith.com/alm/advisory-services/)
    - [CECL](https://www4.plansmith.com/cecl/)
    - [Strategy](https://www4.plansmith.com/strategy/) 
          - [Market Intelligence](https://www4.plansmith.com/market-intelligence/)
- Products 
    - [StrategyGPS](https://www4.plansmith.com/strategygps/)
    - [Compass](https://www4.plansmith.com/compass/)
    - [BankersGPS](https://www4.plansmith.com/bankersgps/)
- Resources 
    - [Blog](https://blog.plansmith.com/)
    - [Videos](https://plansmith.wistia.com/projects/7qemazkqii)
    - [Compass Tutorials](https://info.plansmith.com/compass-tutorials)
    - [Lunch N’ Learn](https://info.plansmith.com/lunch-n-learns)
    - [Webinars](https://www4.plansmith.com/webinars/)
    - [About](https://www4.plansmith.com/about/)
- [Schedule A Discovery Call](https://www4.plansmith.com/contact-us/)
- [CALL TOLL-FREE 1-800-323-3281](tel:8003233281)

# Plansmith Blog

# Community Bank & Credit Union Forum: Compass Roundtable 2015

Posted by [Jennifer Mello](https://blog.plansmith.com/author/jennifer-mello) on 1/7/16 2:00 PM

- [Tweet](https://twitter.com/share)

**A Note to Attendees**

Thank you to everyone who attended the 2015 Financial Compass Roundtable! The ideas and information shared with your peers is invaluable. We appreciate that you took the day to help inspire each other with different strategies for planning within your community banks and credit unions.

**Networking & Knowledge**

Talking with your peers… is there really any better way to get the “knowledge is power” feeling? Peer discussions help reaffirm the path you’re on or give you the confidence to try something new.  They can even help answer difficult questions like: am I on the right track with bank budgeting, is there a better way to do it, am I really getting the most out of it?

The success of a peer group discussion is solely dependent on your participation and willingness to ask questions – we couldn’t have had a better group to do just that. There were ideas explored on all sorts of topics, including: community bank backtesting, assumption sensitivity, long term strategy planning, amongst many others.  We were all able to take that information with us and apply it to our practices….only time can tell of its successes!

**Going into 2016**

Although the Roundtable is only fit for a limited audience, our hope is to move around the country so everyone can benefit if they can’t travel to our offices. We’ll be sure to keep you updated on future events.  In the meantime, PLEASE let us know if you would be interested in a peer group for your region!

**Warm Regards,**

**Jenny Mello**

 Topics: [community bank forecasting](https://blog.plansmith.com/topic/community-bank-forecasting), [community bank](https://blog.plansmith.com/topic/community-bank), [social media for community banks](https://blog.plansmith.com/topic/social-media-for-community-banks), [community bank budget](https://blog.plansmith.com/topic/community-bank-budget), [community bank planning software](https://blog.plansmith.com/topic/community-bank-planning-software), [social media](https://blog.plansmith.com/topic/social-media), [community bank budget software](https://blog.plansmith.com/topic/community-bank-budget-software), [community bank marketing strategy](https://blog.plansmith.com/topic/community-bank-marketing-strategy), [community bank budgeting](https://blog.plansmith.com/topic/community-bank-budgeting), [community bank planning](https://blog.plansmith.com/topic/community-bank-planning)

### Subscribe Now!

### Posts by Tag

- [community bank planning (52)](https://blog.plansmith.com/topic/community-bank-planning)
- [community bank strategy (52)](https://blog.plansmith.com/topic/community-bank-strategy)
- [community bank (49)](https://blog.plansmith.com/topic/community-bank)
- [community bank budget software (45)](https://blog.plansmith.com/topic/community-bank-budget-software)
- [credit union planning (44)](https://blog.plansmith.com/topic/credit-union-planning)
- [community bank budgeting (42)](https://blog.plansmith.com/topic/community-bank-budgeting)
- [budgeting (39)](https://blog.plansmith.com/topic/budgeting)
- [interest rate risk (35)](https://blog.plansmith.com/topic/interest-rate-risk)
- [community bank interest rate risk (33)](https://blog.plansmith.com/topic/community-bank-interest-rate-risk)
- [community bank budget (30)](https://blog.plansmith.com/topic/community-bank-budget)
- [strategic planning (28)](https://blog.plansmith.com/topic/strategic-planning)
- [asset liability management (27)](https://blog.plansmith.com/topic/asset-liability-management)
- [interest rate risk management (27)](https://blog.plansmith.com/topic/interest-rate-risk-management)
- [community bank marketing strategy (26)](https://blog.plansmith.com/topic/community-bank-marketing-strategy)
- [fintech (26)](https://blog.plansmith.com/topic/fintech)
- [community bank ALCO (25)](https://blog.plansmith.com/topic/community-bank-alco)
- [social media for community banks (24)](https://blog.plansmith.com/topic/social-media-for-community-banks)
- [strategy (24)](https://blog.plansmith.com/topic/strategy)
- [IRR (22)](https://blog.plansmith.com/topic/irr)
- [bank strategy (21)](https://blog.plansmith.com/topic/bank-strategy)
- [social media (20)](https://blog.plansmith.com/topic/social-media)
- [strategic thinking (20)](https://blog.plansmith.com/topic/strategic-thinking)
- [ALCO (19)](https://blog.plansmith.com/topic/alco)
- [community bank forecasting (17)](https://blog.plansmith.com/topic/community-bank-forecasting)
- [strategic planning for banks (17)](https://blog.plansmith.com/topic/strategic-planning-for-banks)
- [ceo (16)](https://blog.plansmith.com/topic/ceo)
- [Strategic Plan (12)](https://blog.plansmith.com/topic/strategic-plan)
- [bank strategic planning software (12)](https://blog.plansmith.com/topic/bank-strategic-planning-software)
- [community bank planning software (12)](https://blog.plansmith.com/topic/community-bank-planning-software)
- [leadership (12)](https://blog.plansmith.com/topic/leadership)
- [CECL (11)](https://blog.plansmith.com/topic/cecl)
- [Customer Service (9)](https://blog.plansmith.com/topic/customer-service)
- [playbook (9)](https://blog.plansmith.com/topic/playbook)
- [alm (8)](https://blog.plansmith.com/topic/alm)
- [bank budget (8)](https://blog.plansmith.com/topic/bank-budget)
- [bank irr reporting (8)](https://blog.plansmith.com/topic/bank-irr-reporting)
- [liquidity (8)](https://blog.plansmith.com/topic/liquidity)
- [credit union interest rate risk (7)](https://blog.plansmith.com/topic/credit-union-interest-rate-risk)
- [crisis planning (7)](https://blog.plansmith.com/topic/crisis-planning)
- [forecasting (7)](https://blog.plansmith.com/topic/forecasting)
- [budget playbook (6)](https://blog.plansmith.com/topic/budget-playbook)
- [compass (6)](https://blog.plansmith.com/topic/compass)
- [Outsource IRR (5)](https://blog.plansmith.com/topic/outsource-irr)
- [banker education (5)](https://blog.plansmith.com/topic/banker-education)
- [surge deposits (5)](https://blog.plansmith.com/topic/surge-deposits)
- [bank mission vision core values (4)](https://blog.plansmith.com/topic/bank-mission-vision-core-values)
- [continuing education (4)](https://blog.plansmith.com/topic/continuing-education)
- [credit union budgeting (4)](https://blog.plansmith.com/topic/credit-union-budgeting)
- [millennials (4)](https://blog.plansmith.com/topic/millennials)
- [reforecasting (4)](https://blog.plansmith.com/topic/reforecasting)
- [IRR Assumptions (3)](https://blog.plansmith.com/topic/irr-assumptions)
- [board training (3)](https://blog.plansmith.com/topic/board-training)
- [branch budgeting (3)](https://blog.plansmith.com/topic/branch-budgeting)
- [decay rate (3)](https://blog.plansmith.com/topic/decay-rate)
- [millennial employees in banking (3)](https://blog.plansmith.com/topic/millennial-employees-in-banking)
- [rising rates (3)](https://blog.plansmith.com/topic/rising-rates)
- [what-ifs (3)](https://blog.plansmith.com/topic/what-ifs)
- [AI (2)](https://blog.plansmith.com/topic/ai)
- [FDIC (2)](https://blog.plansmith.com/topic/fdic)
- [backtesting (2)](https://blog.plansmith.com/topic/backtesting)
- [bank brand marketing (2)](https://blog.plansmith.com/topic/bank-brand-marketing)
- [board of directors (2)](https://blog.plansmith.com/topic/board-of-directors)
- [compliance (2)](https://blog.plansmith.com/topic/compliance)
- [cost center budgeting (2)](https://blog.plansmith.com/topic/cost-center-budgeting)
- [deposit study (2)](https://blog.plansmith.com/topic/deposit-study)
- [deposit trends (2)](https://blog.plansmith.com/topic/deposit-trends)
- [funds transfer pricing (2)](https://blog.plansmith.com/topic/funds-transfer-pricing)
- [market intelligence (2)](https://blog.plansmith.com/topic/market-intelligence)
- [millennials in banking (2)](https://blog.plansmith.com/topic/millennials-in-banking)
- [modern human resources strategy for banks (2)](https://blog.plansmith.com/topic/modern-human-resources-strategy-for-banks)
- [peer analysis (2)](https://blog.plansmith.com/topic/peer-analysis)
- [stress testing (2)](https://blog.plansmith.com/topic/stress-testing)
- [Insider (1)](https://blog.plansmith.com/topic/insider)
- [asset prepayments (1)](https://blog.plansmith.com/topic/asset-prepayments)
- [baby boomers (1)](https://blog.plansmith.com/topic/baby-boomers)
- [brand (1)](https://blog.plansmith.com/topic/brand)
- [client spotlight (1)](https://blog.plansmith.com/topic/client-spotlight)
- [contingency funding plan (1)](https://blog.plansmith.com/topic/contingency-funding-plan)
- [credit union strategic planning software (1)](https://blog.plansmith.com/topic/credit-union-strategic-planning-software)
- [employee human resources for banks (1)](https://blog.plansmith.com/topic/employee-human-resources-for-banks)
- [event (1)](https://blog.plansmith.com/topic/event)
- [financial institution succession planning (1)](https://blog.plansmith.com/topic/financial-institution-succession-planning)
- [funding (1)](https://blog.plansmith.com/topic/funding)
- [loan prepayments (1)](https://blog.plansmith.com/topic/loan-prepayments)
- [market analysis (1)](https://blog.plansmith.com/topic/market-analysis)
- [negative rates (1)](https://blog.plansmith.com/topic/negative-rates)
- [policy (1)](https://blog.plansmith.com/topic/policy)
- [ppp loans (1)](https://blog.plansmith.com/topic/ppp-loans)
- [profitability (1)](https://blog.plansmith.com/topic/profitability)
- [sensitivity testing (1)](https://blog.plansmith.com/topic/sensitivity-testing)
- [social video for banks (1)](https://blog.plansmith.com/topic/social-video-for-banks)
- [strategic action plan (1)](https://blog.plansmith.com/topic/strategic-action-plan)
- [trade show (1)](https://blog.plansmith.com/topic/trade-show)

See all

### Recent Posts

- Navigate 
    - [Home](https://www4.plansmith.com/)
    - [Budgeting](https://www4.plansmith.com/budgeting/)
    - [Asset Liability Management](https://www4.plansmith.com/alm/)
    - [CECL](https://www4.plansmith.com/cecl/)
    - [Strategy](https://www4.plansmith.com/strategy/)
    - [Market Intelligence](https://www4.plansmith.com/market-intelligence/)
    - [About](https://www4.plansmith.com/about/)
    - [Contact Us](https://www4.plansmith.com/contact-us/)
- Products 
    - [StrategyGPS](https://www4.plansmith.com/strategygps/)
    - [Compass](https://www4.plansmith.com/compass/)
    - [BankersGPS](https://www4.plansmith.com/bankersgps/)
- Resources 
    - [Blog](https://blog.plansmith.com)
    - [Videos](https://plansmith.wistia.com/projects/7qemazkqii)
    - [Compass Tutorials](https://info.plansmith.com/compass-tutorials)
    - [Lunch n' Learns](https://info.plansmith.com/lunch-n-learns)
    - [Webinars](https://www4.plansmith.com/webinars/)

#### Contact

1827 Walden Office Square, Ste. 350  
Schaumburg IL 60173

Toll Free: 1.800.323.3281  
Local: 1.847.359.4045  
Fax: 1.847.705.8200

info@plansmith.com

Copyright 2018 | Plansmith Corporation

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Jennifer Mello",
    "url" : "https://blog.plansmith.com/author/jennifer-mello"
  },
  "datePublished" : "2016-01-07T20:00:00.000Z",
  "headline" : "Community Bank & Credit Union Forum: Compass Roundtable 2015",
  "image" : [ "https://blog.plansmith.com/hubfs/Plansmith-Images/CompassRoundtable.png" ],
  "mainEntityOfPage" : {
    "@id" : "https://blog.plansmith.com/community-bank-credit-union-forum-compass-roundtable-2015",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://blog.plansmith.com/hubfs/Plansmith-Logo-Budgeting-ALM-Outsourcing-01.png"
    },
    "name" : "Plansmith"
  }
}
```