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.
"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.
“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?
Education. It’s different when you’re young – you have to go through it. You keep moving up another step until graduation, and then one day, it’s all over. Then you have a choice: stop education all together, or continue education and further enhance your career.