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Regulatory and Investment Strategies Update

  • February 23, 2016
  • 5:15 PM - 8:00 PM
  • Embassy Suites, 550 Winter Street, Waltham, MA


Please register by Wednesday, February 17, 2016.
Registration is closed

Please join us for our Investment Strategies Update, presented by Bart Smith, Managing Director at  Performance Trust. 

How to Avoid Regulatory Inspired Mediocrity

Is the weight and complexity of regulation impeding your performance?  Do you know how to articulate your risk position and negotiate effective solutions?  Bart Smith, a former senior official with the FDIC, will help to answer these and other questions and will share unique insights into the regulatory process and emerging regulatory risks.  Understand how regulation is really affecting the industry and learn how to develop strategies that can help optimize the risk management process and potentially maximize risk/reward opportunities for your organization.

Drawing on his 25 years of experience at the Federal Deposit Insurance Corporation (FDIC), Bart serves as an expert resource in bank policy and regulatory matters and helps develop materials to educate customers on these topics.

Our cocktail hour will be sponsored by Bloomberg.

We look forward to seeing you there!

5:15 p.m. - Social Hour sponsored by

6:15 p.m. - Dinner

7:00 - 8:00 p.m. - Program

(Qualifies for 1 hour of CPE)


Prerequisites - Knowledge of basic investments

Program Level - Update

Advanced Preparation - None

Delivery Method - Group - Live

For information regarding refunds, complaints, and program cancellation policies, please contact Julie MacKinnon Houle at 617 241-1123 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.

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