Projections Training

FINPACK Online Training

We want all users to have a positive experience using the FINPACK tools.  Therefore, several training options are available to assist with learning the ropes of the new FINPACK Projection tool.

One of the training options for FINPACK is online training.  Each FINPACK tool has a learning module in FINPACK Online Training.  As you migrate to the 3-in-1 cash flow projection (FINFLO), know training is available and accessible for your use. These training modules have been updated to specifically address using the FINPACK Projections tool (FINFLO).

[Read more…]

Converting Legacy Projections

The Legacy Projection tools in FINPACK will be retired at the end of 2019. This includes the Annual Cash Flow Plan and the Monthly Cash Flow Plan. As you work on renewals in 2019, the FINPACK Team suggests you test out the new Cash Flow Projection tool found in Projections. Yes, there are a few changes to cash flow projections in the new tool, but by and large, we think you will appreciate many of the updates.    

[Read more…]

Longevity of Legacy Cash Flow Plans

Longevity of Legacy Cash Flow PlansThe option to create an annual plan or monthly cash flow plan using the Legacy Projection tools in FINPACK will remain for the next year (or two).  No official sunset date has been set at this time.  If you are a seasoned user that is very comfortable with the Legacy Projection tools, feel free to continue using them for this renewal season.    [Read more…]