Use BoardPac to create concise, effective, and attractive board reports!

Simplifies Board Reporting:

• Easy to use, menu-driven spreadsheet and pre-formatted report templates (covering loans, investments, funds management, etc.) will assist you in providing the necessary board reports.
• Simply input basic balance sheet and income and expense figures and BoardPac will produce comparative financial statements, graphs, and budget comparisons.
• Holds up to 24 months of data.

Key Reports include:

• Capital Adequacy
• Comparative Balance Sheet
• Report of Off-Balance Sheet Items
• Comparative Income/Expense Statement
• Financial Ratios Report
• Budgeting Report

System Requirements:

Microsoft™ Excel 97 and above

Develop a budget that clearly reflects your bank’s goals and is easy to understand and implement.

Simplify the Budgeting Process!

Use call report information or last year’s budget to develop a complete year’s budget and balance sheet.

Highly Flexible!

• Develop “what-if” scenarios to see the potential impact of changes in strategy or business conditions.
• Forecast bank-wide trends, identify the seasonal nature of your business, and see your bank’s sources and uses of funds for the year on a single page.
• Branch accounting for up to 25 profit centers.
• Adjust on the fly.

Quick Reference!

Need assistance? The comprehensive manual explains and guides you through the budgeting process.

Use What the Experts Use!

Developed and used by Young & Associates expert management team to ensure effectiveness and reliability.

System Requirements

Available in Microsoft Excel 2000 and above

Designed to assist the board in recognizing and carrying out its duties and responsibilities for overall direction of the bank. Includes planning and budgeting, monitoring operations, overseeing business performance, training, committees, and code of conduct.

Prod Num: 100
Price: $275.00