I'm thrilled to share a recap of last week’s first-ever Plansmith Forum, which was an incredible success!
Attendance & Experience
We welcomed 21 attendees representing a wide range of leadership and management roles from financial institutions across the country. Hosted at the Renaissance Hotel near our corporate offices in Schaumburg, IL, the event delivered two full days of learning, collaboration, networking, and social engagement with the Plansmith team — and, most importantly, with industry peers.
“Can’t stress enough the importance of talking with other Compass users.”
“Wonderful event for new and experienced users!”
