Plansmith Blog

Compass 2-Day Event: What to Expect if You Attend!

Posted by Jennifer Mello on 12/2/19 8:43 AM

Technology is a beautiful thing. It allows people to seamlessly engage in business interactions from thousands of miles away. It helps strangers grow real, meaningful relationships. It bolsters professionalism and deepens client/company relations.

However, we find it can leave you feeling like something’s missing.

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Is Compass Advanced Coaching Right For You?

Posted by Karen How on 1/24/19 12:22 PM

As Plansmith’s Director of Client Education, I’m often asked which continuing education programs should I attend and why? 

One of my favorite courses that I always recommend is our Compass Advanced Coaching event. Don’t let the title scare you, it’s a great fit for a wide variety of experience levels.

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Compass 2-Day Event: September 2018

Posted by Jennifer Mello on 10/1/18 10:59 AM

"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.

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Why “E-Learning” Is Succeeding

Posted by Bill Smith on 7/10/18 10:12 AM

“E-Learning” is rapidly expanding here at Plansmith and client comments have been very positive. Right now there are more than 50 different sessions available and many more sessions are in development.

Why has the “E-Learning” approach been so popular, especially since Plansmith has always provided such a high level of live, personal support and is committed to continuing that?

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The Top 3 Lunch 'n Learns to Review for 2018

Posted by Jennifer Mello on 1/3/18 1:53 PM

The New Year is a great time to prep and review. That's why I've picked the top 3 Lunch 'n Learns you should review before diving into 2018.

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