FINPACK News + Insights

FINPACK Digest – March 2022

by | Mar 31, 2022

A new white paper on accessing legacy presentation templates, lender training registration now open for May, and a reminder on online training.

1. Accessing FINPACK Legacy Presentations

A new presentation text editor was introduced into existing FINPACK credit presentation templates last fall with the November 2021 FINPACK update. Presentations created prior to this update are now termed ‘legacy presentations’. A new white paper in the FINPACK Knowledge Base talks you through the steps to access, print or modify these legacy presentations. Click here to read.

The FINPACK Knowledge Base contains a wealth of resources on topics ranging from input forms for balance sheets, budgets and Schedule F analyses, to articles on the deployment and setup of FINPACK. Check back regularly for the latest insights and resources.

2. Lender Training Workshop

Join us in May for hands-on training workshop covering all components of FINPACK. This fast-moving training workshop will give participants hands-on experience, covering all components of FINPACK.

Training workshops will be held at the University of Minnesota on the St. Paul campus in 119 Ruttan Hall. Approximate session times are as follows:

  • Tuesday, May 10 – 9:00 am to 5:00 pm
  • Wednesday, May 11 – 8:00 am to 3:00 pm

For more information and to register, visit:
https://www.cffm.umn.edu/finpack-training-for-lenders/

3. Online Training

The FINPACK online training site offers a detailed overview of every aspect of FINPACK. The 40+ hours of videos talk you through every aspect of FINPACK, from input to analysis. The site takes a granular approach so it’s easy to find the specific topic you want to learn more about, and the videos themselves are short and easily digestible. Whether you’re using FINPACK’s Ag or Commerical tools, or FINPACK+, our web-based solution, you’ll find short, specific video tutorials on every aspect of the software.

FINPACK’s Online Training site offers video tutorials on every aspect of FINPACK and FINPACK+.

To access the training, just visit the site, register with your FINPACK serial number — you can find it under HELP – ABOUT in the FINPACK menu, or contact us — and you’re ready to go.

FINPACK’s online training is just one of the many support tools that come with your FINPACK license. Learn more about how FINPACK is here to help.

David Maguire
Relationship Manager at  | 6123011413 | dmaguire@umn.edu | Website |  + posts

David Maguire helps Ag and Commercial lenders across the country understand the value of using FINPACK for credit analysis and loan management. David has worked in the marketing, training and education fields in Minnesota, Ireland and Germany.

Latest News
How to Import & Export Detail in Balance Sheet

Rather than manually entering detail in a new FINPACK balance sheet, you have the ability to import and export CSV files in certain areas. The process works with Intermediate, Long Term, and Personal Assets of an Agricultural balance sheet and Non-current and Personal...

Stress Testing: Crop Cost and FINPACK’s Long Range Planning Tool

Stress testing is a vital component of agricultural financial planning, allowing producers to evaluate how resilient their operations are under varying economic conditions. To help your customers in this process, we recommend two tools: FINPACK’s Long Range Planning...

Using Global Cash Flow Analysis in FINPACK

Analyzing the riskiness of a borrower becomes more complex when the borrower operates multiple businesses or mixes personal and business finances. To address these complex borrowing situations, FINPACK’s Global Cash Flow Analysis (GCFA) tool provides a structured way...

Ratio Review Series: ProSight Financial Association

Financial institutions rely on consistent information, sound risk management practices, and industry benchmarks to make informed financial decisions. Standardization in financial analysis helps ensure that institutions are operating from a common framework. The...