The Financial Managers Society and Connecticut Bankers Association are pleased to announce the upcoming meeting featuring Karl Brorson and Brad Gavin of Performance Trust. Karl and Gavin have been with Performance Trust since 2008 and 2005, respectively. They combine 20 years of Capital Markets experience with a specific focus on advising middle-market financial institutions. Join as they cover the importance of using a framework for decision-making when investing on behalf of your financial institution.
Please join us for an evening of networking with other industry professionals and a forum to exchange ideas, challenges, and solutions with your peer group. The cocktail hour will be sponsored by Performance Trust.
5:00 p.m. - Cocktail Hour
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 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.