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 2019-2020 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

Upcoming events

    • September 24, 2019
    • 4:00 PM - 8:00 PM
    • Embassy Suites, 550 Winter Street, Waltham, MA
    Register

    FMS Boston is pleased to announce the upcoming meeting featuring speakers from Stifel.  With all of the excitement and uncertainty in the markets recently, Chris Ahrens from Stifel will be presenting an Economic Update. Additionally, we will be offering an early session, where Ryan Henley from Stifel will be discussing the upcoming changes regarding the discontinuation of LIBOR and how to make sure your institution is addressing the changes. 

    Ryan Henley, Managing Director, Head of Financial Institutions Strategy Group

    Ryan Henley provides analysis and balance sheet strategies to financial institutions and portfolio managers nationwide. He also offers insight on a broad range of issues related to economics, interest rates, investments, and interest rate risk management strategies. He joined Stifel in 2015, as part of the firm's acquisition of Sterne Agee, where he had worked since 2006. Ryan leads the strategic effort within fixed income, where he is Head of the Financial Institutions Strategy team. His expertise lies within the interpretation of the shifting regulatory/accounting environment and asset liability/balance sheet management necessary to navigate these issues.  Ryan is a CFA charterholder and an honors graduate of the University of Alabama.

    Chris Ahrens, Managing Director-Senior Strategist

    Chris Ahrens is a senior strategist in Stifel's Financial Institutions Strategy Group. With more than 30 years of experience in the fixed income and financial markets, he works closely with financial institutions and other institutional investors. Prior to its acquisition by Stifel earlier this year, he was the Chief Market Strategist at the financial firm First Empire, and he previously was the Senior Interest Rate and Fixed Income Strategist for a global macro hedge fund. He also served as Head of U.S. Interest Rate Strategy at UBS, and previously held positions at Bear Stearns & Co., Morgan Stanley & Co., and Bankers Trust.  He is a graduate of Harvard University.

    We look forward to seeing you there! 

    4:00 p.m. - Early Session - LIBOR Transition

    5:00 p.m. - Cocktails in Mezzanine 

    6:00 p.m. - Dinner

    7:00 p.m. - Program

    (Qualifies for 2 hours 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 Jason Kulak at 617-261-8193 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.


    • October 18, 2019
    • 8:30 AM - 4:00 PM
    • Marriot Courtyard - 75 Felton Street, Marlborough, Massachusetts

    The Massachusetts Bankers Association and Boston Chapter of the Financial Managers Society are pleased to present this year’s conference. Today’s financial institution managers must navigate constant change — regulatory, legislative and accounting —which is the new norm. In this shifting landscape of the financial services industry, financial managers are confronted daily by situations that call on every bit of their expertise. The conference will provide new perspectives, tools, and techniques to help finance officers better run their banks.  They will leave better equipped to:

    • Understand what issues are necessary for the board to make decisions about CECL
    • Gain insights from financial institution leaders about their recent M & A transactions
    • Utilize tips for the best ways to manage the balance sheet
    • Learn hot regulatory topics and what to expect going forward
    • Integrate changes in accounting and tax laws and regulations


    8:30 AM

    Registration & Continental Breakfast Sponsored by RSM LLP



    9:00 AM

    Welcome and Opening Remarks Tanya M. Duncan, Senior Vice President, Corporate Policy, Massachusetts Bankers Association



    9:05 AM

    CECL-Thinking: Getting Your Board on Board
    Speaker:
    Michael Gullette, Senior Vice President, Tax and Accounting, Amercian Bankers Association

    No matter whether or when CECL becomes effective, banking regulators are set to change how banks look at and manage credit risk.  They want to see banks integrate long-term, forward-looking credit assessment into their operations.  This isn’t just some kind of compliance exercise for the accountants but will change how your board of directors will make decisions and run the business.  During this session, the presenter will discuss the key issues that board members will need to address under CECL, when they need to be discussed, and how best to provide the information they need to guide the company past the effective date and through the next economic downturn.



    10:05 AM

    Coffee Break Sponsored by 


    10:20 AM

    Balance Sheet Strategies for Financial Institutions
    Speaker:
    Larry Teitelbaum, Account EVP/Portfolio Manager, EPG. Inc., Wellesley



    11:15 AM

    Hot Topics in Bank and Credit Union Regulation
    Speaker:
    Jason Cabral, partner, Nutter, McClennen and Fish LLP, Boston

    This session will review the current regulatory environment for banks and credit unions in the Commonwealth. As financial services regulatory reform continues to evolve in 2019 and going forward, Jason Cabral, a partner in Nutter, McClennen and Fish’s Corporate and Transactions Department and a member of the firm’s Banking and Financial Services group, will discuss the changing regulatory landscape and provide context and summarize current developments across a range of key regulatory areas, agencies and actors. He will also focus on expected areas of continued regulatory and industry concern in the near term, including issues such as ongoing, long-term industry consolidation, asset quality, credit administration, BSA/AML, cybersecurity and data privacy, consumer compliance, third-party risk management, and financial technology.



    12:15 PM

    Lunch Sponsored by Paladin fs, LLC



    1:15 PM

    Panel: Insights into Recent Bank M&A Transactions
    Moderator:
    Susan Hannigan, Principal SJH Consulting, Inc., Hanover, MA
    Panel: Brian M. Canina, CPA, CFO, PeoplesBank, Holyoke
    Mark Ruggiero, CFO, Rockland Trust, Rockland
    William Parent, former president & CEO, Blue Hills Bank, Hyde Park



    2:30 PM

    Afternoon Break



    2:45 PM

    Tax and Accounting Update
    Join RSM for an in-depth presentation on the latest tax and accounting standards for banking institutions. The tax discussion will cover a latest tax reform update, Bank IRS examination issues, IRC Section 162(m)—including IPO exception, and the evolving state tax landscape as a result of the Wayfair decision. The accounting update will cover a variety of matters including the potential delay in effectiveness of certain accounting standards, CECL, lease accounting and other topics.

    Presenters:
    Ray Kelly, Partner, Tax Services, RSM US LLP, Boston
    David Marsh, Senior Director, Tax Services, RSM US LLP, Boston
    Ryan Hurley, Partner, Audit Services, RSM US LLP, Boston
    Nate Couture, Senior Manager, Audit Services, RSM US LLP, Boston



    4:00 PM

    Evaluations and Adjourn



    Audience: 

    • Chief Executive Officers
    • Chief Financial Officers
    • Chief Operating Officers
    • Presidents and Other Senior Managers
    • Controllers, Treasurers, Cashiers, Finance, Audit, Accounting Managers, and Financial Analysts
    • ALCO teams

    CPE Credit Information:

    • Earn up to 5.5 hours of CPE credits

    Registration:

    Members: $250              Nonmembers: $500

    Three ways to register:

    Online: www.massbankers.org

    Fax:
    Complete the registration form and fax to our secure fax line: 617-249-0441.

    PCI Compliance mandates that credit card payments must be faxed to our secure fax line. We cannot accept credit card payments via email. You can also register online using a credit card.

    Mail: Send the registration form and a check to:
    Massachusetts Bankers Association-FIFA19
    One Washington Mall, 8th Floor
    Boston, MA 02108-2603

    Cancellation and Refund Policy:
    A $75 per person cancellation fee will be charged. No refunds for cancellations within three business day of the workshop.

    Registration: To assist us in planning, registrations should be received as soon as possible but no later than October 14, 2019. Please direct inquiries or cancellation information to Pat Tabolsky, registrar, ptabolsky@massbankers.org.

    Payment by check must be received by the Association, on or before the seminar date, either by mail or hand-carried to the seminar.

    IMPORTANT: Qualifying financial institutions can now apply for an Express Grant to receive a 50% tuition reimbursement for employees attending the program. Please follow the instruction via this link for application details (Course ID # 1121717).

    The deadline to apply is September 6, 2019. We strongly urge you to complete the process asap to ensure that your application is approved in time.

    For questions or additional information, please contact Tanya Dunan, 617-502-3801, tduncan@massbankers.org.

    Registrar

    Pat Tabolsky
    Program Registrar
    Direct Dial: 617-502-3814
    Email: ptabolsky@massbankers.org

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    • November 19, 2019
    • 4:00 PM - 7:00 PM
    • Embassy Suites, 550 Winter Street, Waltham, MA

    We look forward to seeing you there! 

    4:00 p.m. - Roundtable - CECL

    5:30 p.m. - Cocktails and appetizers in Mezzanine 

    (Qualifies for 2 hours 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 Jason Kulak at 617-261-8193 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.


    • January 28, 2020
    • 5:00 PM - 8:00 PM
    • Embassy Suites, 550 Winter Street, Waltham, MA

    We look forward to seeing you there! 

    5:00 p.m. - Cocktails in Mezzanine

    6:00 p.m. - Dinner

    7:00 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 Jason Kulak at 617-261-8193 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.


    • February 25, 2020
    • 5:00 PM - 8:00 PM
    • Embassy Suites, 550 Winter Street, Waltham, MA

    We look forward to seeing you there! 

    5:00 p.m. - Cocktails in Mezzanine

    6:00 p.m. - Dinner

    7:00 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 Jason Kulak at 617-261-8193 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.


    • March 31, 2020
    • 5:00 PM - 8:00 PM
    • Embassy Suites, 550 Winter Street, Waltham, MA

    We look forward to seeing you there! 

    5:00 p.m. - Cocktails in Mezzanine

    6:00 p.m. - Dinner

    7:00 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 Jason Kulak at 617-261-8193 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.


Past events

September 08, 2019 2019 East Coast Regional Conference
August 27, 2019 FMS Boston Chapter Summer Social @ Jack's Abby!
June 05, 2019 Leadership Development Session at Problem Solved Brewery!
May 13, 2019 27th Annual FMS Boston Chapter Golf Tournament and Dinner
May 09, 2019 ALCO Update with Jim Clarke - Western MA / CT
May 01, 2019 FMS Boston Chapter's Annual Community Day - Lazarus House
April 30, 2019 Commercial Real Estate & Past Presidents’ Night With Early Session "Engaging Leader" - Waltham
March 26, 2019 Artificial Intelligence - Waltham
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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