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

    • June 05, 2019
    • 4:00 PM - 7:00 PM
    • Problem Solved Brewing, 2 North Rd Suite #4, East Windsor, CT 06088

    On June 5th, 2019, the FMS Boston Chapter is excited to host a Leadership Development Session at Problem Solved Brewery! 

    We invite both current and prospective members to enhance their professional development and network with colleagues.

    Image result for problem solved brewery

    Please join us for a private event at Problem Solved Brewing Co.  This event is free for community bankers and credit union professionals, and $50 for vendors and other non-financial institutions.  Registration includes three drinks tickets and light fare.  Beverages include beer, wine, cider and soft drinks.  Come learn more about what the FMS Boston Chapter has to offer.  

    Space is limited, register now!

    Main Program

    Asking for Feedback: A Critical Capability for Your Success!


    Asking for constructive criticism may be out of your comfort zone. You're not alone and this is a muscle that needs to be built. This session will explore strategies for creating a continuous feedback loop that will help you grow in your current role and prepare you for future roles. In this conversation, you will learn:

    ·  The benefits of gathering performance and style feedback.

    ·  Best practices around "how" to provide and ask for feedback.

    ·  Tactics for keeping the feedback loop going.

    Leesa Schipani, SHRM-SCP


    As a partner at KardasLarson, LLC, and an expert in Change Management strategy, communication and implementation, Leesa leverages her expertise in HR, organizational behavior, and corporate communications strategy to enable digital transformation. A trusted advisor to businesses of all sizes, Leesa helps organizations understand that becoming change-ready requires shifts in attitudes and mindsets to leverage new technologies and processes.

    As an active member of the Society for Human Resource Management (SHRM), Leesa is committed to developing and mentoring future HR leaders. She is a member of Human Resource Association of Central Connecticut (HRACC), Human Capital Institute (HCI), and eWomenNetwork.


    Leesa regularly shares her expertise through speaking engagements including CBIA Human Resources Council events, SHRM, HRACC, and the Greater New Haven Chamber of Commerce HR Council.  She holds a BS in Business Management from Northeastern University and her expertise stays relevant through advanced certifications: SHRM-Senior Certified Professional (SCP).

    Date & Location:  June 5, 2019 | Problem Solved Brewing Co. | 2 North Rd. Suite #4, East Windsor, CT 06088    (behind Crazy 8 Billiards)

    4:00 p.m. – Registration & Cocktails

    4:30 p.m. – Main Program (Qualifies for 1 hour of CPE)

    5:30 p.m. – Light Fare & Social Time with Colleagues

    7:00 p.m. -  End


    Field of Study - Specialized Knowledge

    Prerequisites - None

    Program Level - Basic

    Advanced Preparation - None

    Delivery Method - Group - Live

Past events

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. 

Copyright © 2013 Financial Managers Society, Boston Chapter. All Rights Reserved.

Powered by Wild Apricot Membership Software