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

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

    CECL Roundtable for Collaborative Idea Sharing in a Group Setting

    Join us for a roundtable event moderated by BerryDunn with fellow members and new attendees for some idea sharing on everyone's favorite topic, CECL!  Afterwards, we will have our normal networking session while enjoying cocktails (courtesy of BerryDunn) and hors d’oeuvres. We encourage you to bring a colleague or friend within the financial institution sector to this special event.

    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 JP Lapointe at 617-585-3220 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.


    • December 10, 2019
    • 5:30 PM - 8:00 PM
    • Hartford/Windsor Airport Marriott Hotel, 28 Day Hill Road, I-91 at Exit 38 / Windsor, CT
    Register

                           

     

    NAVIGATING THE LIBOR TRANSITION

    FMS Boston and CT Bankers Association are pleased to announce the upcoming meeting featuring speaker from Stifel.  With all of the excitement and uncertainty in the markets recently, 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. 

    Joining Ryan will be Marty Caine, CPA, and Charlie Frago, CPA, from Wolf and Company, P.C. to add their extensive insight on impacts of the LIBOR transition on the Audit and Tax world including recent information from FASB and the IRS.

    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 charter holder and an honors graduate of the University of Alabama.

    Marty Caine and Charlie Frago, Wolf and Company, P.C.

    Marty serves as a Principal and the Audit Department Head of Wolf and Company, P.C., and has thirty years of experience as a Certified Public Accountant providing audit and advisory services to business owners, executives and boards of directors. He is responsible for managing a team of professionals to ensure every audit is tailored to the individual needs of his clients. Marty’s clients include mutual, privately-held and publicly-traded financial institutions.

    Charlie is a Tax Principal in Wolf’s Financial Institutions group and is responsible for the successful delivery of tax compliance and planning services to our financial institution clients throughout the Northeast. He also addresses bankers and other professionals on various tax-related topics including tax law changes and tax planning.


    Date & Location:  December 10, 2019 | 28 Day Hill Road, I-91 at Exit 38 / Windsor, CT

    5:30 p.m. – Social & Cocktails

    6:15 p.m. – Dinner

    7:00 p.m. – Main Program (Qualifies for 1 hour of CPE)

    8:00 p.m. -  End

    _____________________________________________________________

    Field of Study - Economics and Specialized Knowledge

    Prerequisites - None

    Program Level - Basic

    Advanced Preparation - None

    Delivery Method - Group - Live

                      

    For information regarding refunds, complaints, and program cancellation policies, please contact Jason Kulak at 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

October 18, 2019 2019 Financial Institutions Finance & Accounting Conference
October 09, 2019 FMS Boston Chapter & CBA - Economic Update - Windsor, CT
September 24, 2019 Economic Update and LIBOR Transition (Early Session) - Waltham
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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