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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:

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.

Relationship Manager at | 612-301-1413 | dmaguire@umn.edu | + posts

David Maguire became the FINPACK Relationship Manager in 2021. He 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.

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