---
title: Plansmith Blog | board training
description: board training |
---

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# Plansmith Blog

## [Beyond the Boardroom Checklist: Unlocking the Strategic Edge in Peer Analysis](https://blog.plansmith.com/beyond-the-boardroom-checklist-unlocking-the-strategic-edge-in-peer-analysis)

 Posted by [Chris Lake](https://blog.plansmith.com/author/chris-lake) on 2/3/26, 7:02 AM

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[![](https://blog.plansmith.com/hubfs/StrategicPeerAnalyis-BeyondaChecklist.png)](https://blog.plansmith.com/beyond-the-boardroom-checklist-unlocking-the-strategic-edge-in-peer-analysis)

For many bank leaders, "peer analysis" has long been treated as just another checkbox – useful for satisfying board expectations or preparing for exams, but rarely central to true strategic planning. That mindset, however, is rapidly shifting, and for good reason.

When approached strategically, peer data becomes a potent force. It can uncover hidden inefficiencies, highlight competitive strengths, and drive sharper, more confident decisions. This isn't about comparing for comparison's sake; it's about understanding your bank's performance in its true context and leveraging that clarity to lead more effectively.

At Plansmith, we're helping institutions transform this process. With the BankersGPS Peer Module, we turn raw peer data into powerful decision-making support, empowering leadership teams to elevate both performance and accountability.

[Read More](https://blog.plansmith.com/beyond-the-boardroom-checklist-unlocking-the-strategic-edge-in-peer-analysis)

## [Liquidity Risk: Navigating Uncertain Times](https://blog.plansmith.com/liquidityrisk-navigating-uncertain-times)

 Posted by [Dave Wicklund](https://blog.plansmith.com/author/dave-wicklund) on 2/2/26, 12:30 PM

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[![](https://blog.plansmith.com/hubfs/UncertainTimes.png)](https://blog.plansmith.com/liquidityrisk-navigating-uncertain-times)

What do massive shifts in deposits, economic uncertainty, and falling interest rates have in common? The potential to wreak absolute havoc on your institution’s liquidity position. One unplanned or mismanaged situation could mean falling out of policy limits, or worse.

[Read More](https://blog.plansmith.com/liquidityrisk-navigating-uncertain-times)

## [What Your Board Needs to Know and How to Train Them](https://blog.plansmith.com/what-your-board-needs-to-know-and-how-to-train-them)

 Posted by [Dave Wicklund](https://blog.plansmith.com/author/dave-wicklund) on 6/2/21, 9:51 AM

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[![board-training](https://blog.plansmith.com/hubfs/workshop-2209239_1920.jpg)](https://blog.plansmith.com/what-your-board-needs-to-know-and-how-to-train-them)

Regulatory guidance states that the board of directors has the ultimate responsibility for the risks undertaken by an institution – including interest rate risk (IRR) and liquidity management.

The board is typically made up of a diverse group of individuals from varying backgrounds and career paths. Unlike most positions within a financial institution, a board member does not necessarily come from a banking background. One board could easily include a local entrepreneur, a farmer, a financial planner, a retired financial institution CEO, and a local insurance agent; while another board could be comprised of almost all former bankers. It’s often the most differing group in a similar role across financial institutions – so, since one size does not fit all, how do you train directors for their position on the board?

[Read More](https://blog.plansmith.com/what-your-board-needs-to-know-and-how-to-train-them)

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