"It was a very informative two days. It was also helpful to learn different ways to navigate through the tabs and fields in the Compass program."
We had nine bankers in our office last Thursday and Friday attending our first 2-day event, and what a success it was! We had a great group ranging from new clients, new users, and more established veterans, banks from $240 MM to $1.6 B in assets, men and women from diverse backgrounds, traveling in from near and far. The group was excited to share thoughts and ideas, and interested in ways we can help them enhance their understanding of the planning concepts and models.
We spent the first day at the Roundtable talking about topics of interest to them – here are a few highlights:
"I benefited from interacting with other users and the opportunity to ask questions with getting them answered."
We were very pleased to learn their Compass habits on the second day. Most everyone in the group is actively using the model for budgeting, reporting, and regulatory needs, with 1 or 2 commenting that they regularly reforecast (which they shared technique with the group), but more importantly, a few “non-budgeters” or “non-IRR” users saw that Compass could fulfill those gaps and truly be used as in all-in-one tool.
A few takeaways on day 2:
"It was a great event, learned a lot of things. I would like to come again."
A giant THANK YOU to all who helped out – whether in person, in our prep work, or who supported us with kind words and good wishes. We know that these events have been and will continue to be successful not because of our efforts alone, but because of the strength of the entire team.
If you have thoughts or suggestions for us to improve, please don’t hesitate to share them with us.