Welcome to FMS Boston

The Boston Chapter of the Financial Managers Society (FMS) welcomes you.

Our goal is to enhance the professional development of financial personnel within financial institutions. 

Please take a moment to see what the Chapter has in store for the 2018-2019 year.  If you are not already a member, please consider joining the Chapter to take advantage of the many benefits and opportunities that membership provides.  If you are already a member, renew your membership now! 

Upcoming events

Become a member or renew now!

Join us

Waltham Embassy Suites Hotel

Upcoming events

    • March 26, 2019
    • 5:00 PM - 8:00 PM
    • Embassy Suites, 550 Winter Street, Waltham, MA
    Register

    The FMS Boston Chapter is pleased to havArtificial Intelligence (AI) Bringing Value to Your Organization!

    AI is no longer the waive of the future. It is transforming banking today. Have you wondered how you can incorporate AI into your organization to create value, achieve strategies and manage risk? The FMS Boston Chapter is pleased to have Greg Woolf, Founder/CEO of Coalesce.ai, Damon Magnuski, CEO of PeopleHedge and Jim Cunha, SVP of the Federal Reserve-Boston at our March meeting to provide an overview of Artificial Intelligence, discuss why innovation is so critical for financial institutions and ways it can be incorporated into your organization. Has your institution been the victim of synthetic fraud or is the management of fraud on your radar as you move to increase digital channels and other partnership opportunities? Are you wondering how to address compliance, monitoring and regulatory issues? This meeting is for you!

    Who should attend??  CFO’s, Controllers, Risk Managers, Internal Audit, Lending

    We encourage you to bring your colleagues to learn more about AI and how it benefits your financial institution while expanding your network!

    Help us spread the word and please invite a colleague or friend. We look forward to seeing you there! 

    5:00 p.m. - Social Hour

    6:00 p.m. - Dinner

    6:45 - 8:00 p.m. - Program

    (Qualifies for 1 hour of CPE)

    _____________________________________________________________

    Prerequisites - None      

    Program Level - Update

    Advanced Preparation - None

    Delivery Method - Group - Live


    For information regarding refunds, complaints, and program cancellation policies, please contact Karl Brorson at 312-521-1473 or www.fmsboston.org under administrative policies for details on refunds, complaints and cancellation policies.  

    FMS Boston Chapter is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, through its website www.learningmarket.org.


    • April 30, 2019
    • 4:00 PM - 8:00 PM
    • Embassy Suites, 550 Winter Street, Waltham, MA
    Register

    Dinner Session

    Join us for an update on local and national commercial real estate trends with Aaron Jodka, Research Director at Colliers International.  Aaron and his team manage the information and intelligence in Colliers’ proprietary database, which, dating from the late 1980s, includes detailed property statistics on more than 210 million SF of office space as well as on lab properties in the greater Boston area. Aaron’s team also track nearly 150 million SF of industrial properties in our market.

    Aaron also writes the Colliers Market Viewpoint series, internal submarket and lab reports, and Colliers In Focus thought pieces. He is a monthly guest on Bloomberg Radio’s Baystate Business, and a frequent resource for Bisnow, Banker & Tradesman, The Boston Globe, Boston Business Journal, The Real Reporter, and other publications.

    Early Session - Leadership Lessons for Engagement Management

    In this presentation, we will explore that answer by addressing key concerns raised by managers during an Engagement Management training program. Some Managers concerns voiced were:

    -You are asking me to deliver to my subordinates and/or peers, what I personal do not receive from my leader.

    -Will I be supported by leadership when I use these new approaches?

    -Do I have the authority to develop and implement new ideas?

    Highlights

    -Present the business case for Employee Engagement

    -Present Engagement as part of an environment’s culture or ecosystem.

    -Review the Highly Engaged Organization Model

    -List to Several Engagement tools and techniques

    -Provide training on one aspect Accountability Approach: one technique “Establishing Ownership”

    -Apply technique in case study, in member pairs

    Outcomes

    -Improved understanding of Employee Engagement, and why it’s worth it!

    -Actions leadership should take to reinforce their Managers, ensure the ROI on  the training investment and reap the business outcomes of Engaged Employees.

    -A new approach which can be immediately applied to establish ownership with direct reports


    We look forward to seeing you there! 

    4:00 p.m. - Early Session (Qualifies for 1 hour of Professional Development CPE)

    5:00 p.m. - Social Hour

    6:00 p.m. - Dinner

    7:00 - 8:00 p.m. - Program (Qualifies for 1 hour of CPE)

    _____________________________________________________________

    Prerequisites - None      

    Program Level - Update

    Advanced Preparation - None

    Delivery Method - Group - Live

    Having trouble registering for the event as a member?  Join or renew your membership first by clicking here.

    For information regarding refunds, complaints, and program cancellation policies, please contact Jay Stephens at 978-441-6464 or www.fmsboston.org under administrative policies for details on refunds, complaints and cancellation policies.  

    FMS Boston Chapter is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, through its website www.learningmarket.org.



    • May 09, 2019
    • 5:00 PM - 8:00 PM
    • on Hartford/Windsor Airport Marriott Hotel, 28 Day Hill Road, I-91 at Exit 38 / Windsor, CT
    Register

    Balance Sheet Decision Making in a World of Uncertainty

    The regulatory focus is on commercial real estate, liquidity, and interest rate risk.  Jim Clarke will explore these three issues in context of the business cycle and the Fed's stance on short-term interest rates.

    5:00 p.m. - Social Hour

    6:00 p.m. - Dinner

    7:00 - Program (1 CPE)

    _____________________________________________________________

    Prerequisites - None

    Program Level - Update

    Advanced Preparation - None

    Delivery Method - Group - Live

    For information regarding refunds, complaints, and program cancellation policies, please contact Susan Hannigan at 978-323-4798 or www.fmsboston.org under administrative policies for details on refunds, complaints and cancellation policies.  

    FMS Boston Chapter is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, through its website www.learningmarket.org.

    • May 13, 2019
    • Marlborough Country Club
    Join us once again at this great event!

    FMS Boston Chapter

    27th Annual Golf Tournament and Dinner

    Monday, May 13, 2019

    Time:              9:15am Shotgun scramble format starts promptly at 10:00am

                            Dinner to follow at approximately 3:00 pm

    Dinner:           Chicken & Steak

    Place:              Marlborough Country Club

                            200 Concord Road, Marlborough, MA

    Registration information and application coming soon!


Past events

February 26, 2019 Regulatory Round-Table - Waltham
February 13, 2019 FMS Boston Chapter & CBA - Investment Update - Windsor, CT
January 29, 2019 CECL Roundtable and “high-table” Networking Event
November 27, 2018 Economic Update & Early Leadership Session - Waltham
November 14, 2018 FMS Boston Chapter & CBA - Economic & Regulatory Update: Post-Election Panel - Windsor, CT
October 23, 2018 2018 Financial Institutions Finance & Accounting Conference
September 23, 2018 The 2018 East Coast Regional Conference Sept 23-25, 2018
September 19, 2018 Balance Sheet Strategies - Waltham
September 12, 2018 FMS Boston Chapter & CBA - Accounting and Tax Update - Windsor, CT
August 28, 2018 FMS Boston Chapter Summer Social @ Night Shift Brewing
June 11, 2018 FMS Boston Chapter Dinner Event @ FMS Forum in Orlando, FL
May 14, 2018 26th Annual FMS Golf Tournament and Dinner
May 04, 2018 FMS Boston Chapter's Annual Community Day - Mill City Grows
April 24, 2018 Past Presidents' Night & Technology Update - Waltham
April 24, 2018 FMS Boston Chapter & CBA - ALCO Update - Windsor, CT
March 28, 2018 Re-Scheduled Meeting: Investment Strategies with SunTrust - Windsor, CT
March 20, 2018 CECL Update with Visible Equity - Waltham
February 27, 2018 Balance Sheet Strategies - Waltham
January 23, 2018 Commercial Real Estate Update - Waltham
December 13, 2017 Interest Rate Derivatives: Trends and Recent Developments with PNC - Windsor, CT
November 28, 2017 Economic Update - Waltham
October 26, 2017 Regulatory & Legal Update with CFM - Windsor, CT
October 18, 2017 2017 Financial Institutions Finance & Accounting Conference
September 26, 2017 Strategic Planning - Waltham
September 17, 2017 2017 FMS East Coast Regional Conference
May 15, 2017 25th Annual Golf Tournament and Dinner
May 05, 2017 FMS Boston Community Day - Mill City Grows
May 05, 2017 FMS Boston Community Day - The Family Pantry
May 02, 2017 ALCO Update with Jim Clarke - Western MA / CT
April 25, 2017 Past Presidents' Night - Investments Update
March 28, 2017 Accounting Update - Waltham
February 28, 2017 ALM Update - Waltham, MA
February 15, 2017 Accounting Update: Practical Approaches to CECL - Windsor, CT
January 31, 2017 Real Estate Update - Waltham, MA
December 01, 2016 Balance Sheet Strategies - Windsor, CT
November 29, 2016 Economic Update - Waltham, MA
October 19, 2016 2016 Financial Institutions Finance & Accounting Conference
October 12, 2016 Investments Update with Performance Trust - WINDSOR, CT
September 18, 2016 The 2016 East Coast Regional Conference
August 22, 2016 The 3nd Annual Deb Jackson Memorial Golf Classic
June 12, 2016 The 2016 Finance & Accounting Forum
May 20, 2016 2nd Annual Community Commitment Day
May 16, 2016 The 24th Annual FMS Golf Tournament and Dinner
May 09, 2016 Financial Managers School
May 03, 2016 ALCO Update with Jim Clarke - WINDSOR, CT
April 26, 2016 Past Presidents' Night - Real Estate Update
March 22, 2016 ALCO Update - WALTHAM, MA
February 23, 2016 Regulatory and Investment Strategies Update
February 10, 2016 Dinner Meeting - WINDSOR, CT
January 26, 2016 Technology/Information Systems Update
December 09, 2015 Balance Sheet Strategies - WINDSOR, CT
November 17, 2015 Core Provider Update
October 21, 2015 Financial Institutions Finance & Accounting Conference
October 13, 2015 Cybersecurity Update - WALTHAM, MA
October 13, 2015 Investments Update - WINDSOR, CT
September 20, 2015 2015 East Coast Regional Conference
September 15, 2015 Accounting and Tax Update

FMS Boston is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. 

State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. 

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