2016/2017

ALM Update - Dr. Jim Clarke - May, 2017 (Windsor, CT)

Investments Update - Stifel - April, 2017 (Waltham, MA)

ALM Update - Atlantic Capital Strategies, Inc. and Darling Consulting Group, Inc. - February, 2017 (Waltham, MA)

CECL - The Questions Bankers are Asking - Sageworks and Wolf & Company, P.C. - February, 2017 (Windsor, CT)

Economic Outlook - Jason Hwang, FHLB Boston - November 29, 2016 (Waltham, MA)

Balance Sheet Strategies Scott Hildenbrand, Sandler O'Neill + Partners, L.P. - November 30, 2016 (Windsor, CT)

 

2015/2016

Business Intelligence...more than a pretty face! - Danny Baker, Fiserv- January 26, 2016 (Waltham, MA)

Balance Sheet Strategies - Ryan Henley, Stifel - December 9, 2015 (Windsor, CT)

Core Provider Update - Aaron Silva, Paladin fs and Mark Ingalls, Dedham Institution for Savings - November 17, 2015 (Waltham, MA)

Cybersecurity Update - Maranda Cigna, Rapid7 - October 14, 2015 (Waltham, MA)

Accounting and Tax Update - Jim McGough and Mike Rowe - September 15, 2015 (Waltham, MA)

 

2014/2015

Managing Assets/Liabilities in Anticipation of Rising Short-Term Rates - Jim Clarke - May 5, 2015 (CT/Western Mass)

Real Estate Trends And Market Update, 2015 - Tim Warren, The Warren Group - April 28, 2015 (Waltham)

Massachusetts Association of REALTORSĀ® Update - Corrine Fitzgerald, Mass Association of Realtors - April 28, 2015 

Mortgage Market Overview - Mike Tassone, Leader Bank - April 28, 2015 (Waltham)

Fixed Income Macro Outlook - Jim DiMasi, Stifel Fixed Income Research and Strategy Group - March 24, 2015 (Waltham)

Implications of Rising Rates on Balance Sheet Management in 2015 - Jonathan Rankin, EPG Incorporated - February 24, 2015 (Waltham)

Income Tax Credits - Jana Bacon, Wolf and Company - November 18, 2014 (Waltham)

Think Global, Invest Local - How the world's economic outlook affects your investments and how you can benefit - Michael Tyler, Eastern Bank Wealth Management - October 28, 2014 (Waltham)

BOLI Market Statistics - Factoring arrangement investment analysis - John Gagnon, GW Financial/M Benefit Solutions; Kevin Kaeding, Kaeding & Company; Andrew Paolillo, Ross, Sinclaire & Associates and John Bulbrook, Bulbrook/Drislane - September 23, 2014 (Waltham)

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