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  • ALM Update - Waltham, MA

ALM Update - Waltham, MA

  • February 28, 2017
  • 4:00 PM - 8:00 PM
  • Embassy Suites, 550 Winter Street, Waltham, MA

Registration


Registration is closed

Dinner Program

Rising Rates are Here Again: Time to Celebrate or Danger Ahead?   

Presenters:  Robert Segal, CFA, Atlantic Capital Strategies, Inc. and Frank Farone, Managing Director, Darling Consulting Group, Inc.

Mini Session

The Evolving Digital and Mobile Lending Landscape  

Presenters:  Robert Giltner, Chairman, RCGILTNER Services, Inc. and Trevor Knott, Senior Vice President, Business Development, BSG Financial Group   

Schedule

4:00 p.m. - Mini Session (1 CPE)

5:15 p.m. - Social Hour

6:15 p.m. - Dinner

7:00 - 8:00 p.m. - Program (1 CPE)

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Prerequisites - Knowledge of Asset Liability Management

Program Level - Update

Advanced Preparation - None

Delivery Method - Group - Live

For information regarding refunds, complaints, and program cancellation policies, please contact Susan Hannigan at 978-323-4798 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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