---
title: Compass Best Practice Techniques
description: Save your spot for an educational webinar as Roxanne uses Financial Compass to review best practice techniques for building an effective annual budget.
image: https://info.plansmith.com/hubfs/laptop-3087585_1280-1.jpg
---

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## Compass Best Practice Techniques: Building Your Annual Budget

### **Recorded Thursday, November 1, 2018**

Streamline your budgeting and planning process while including all elements needed for accurate, reliable results in 2018 and beyond. 

Save your spot for an educational webinar as Roxanne uses Financial Compass to review best practice techniques for building an effective annual budget.

In this [**free webinar**](https://info.plansmith.com/compass-best-practice-techniques-oct2017?hsLang=en-us), learn to take advantage of key components of the budgeting process: 

- Top-level modeling and forecasting options available in your Compass model 
- Adjusting tax settings and modeling dividends 
- Proper steps for locking your budget after Board approval 
- How to use reforecasting techniques to keep plans current as market conditions change

**Presenter: Roxanne Nikirk, Product Support Manager**

This [**webinar**](https://info.plansmith.com/compass-best-practice-techniques-oct2017?hsLang=en-us) will be a great refresher course for all Compass users.

 

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