• Home
  • Strategic Planning - Waltham

Strategic Planning - Waltham

  • September 26, 2017
  • 4:00 PM - 8:00 PM
  • Embassy Suites, 550 Winter Street, Waltham, MA


Registration is closed

Dinner Session

Please join us for our first session on Strategic Planning for Community Financial Institutions.  David Sidon of the Navis Group will discuss approaches to complete a well formulated strategic plan that meets the needs of your organization.

Early Session - Financial Institutions Only - CECL Roundtable

Please join us at 4pm for a CECL roundtable for FI managers only!  We will discuss the preparedness of your institution, roadblocks, and practical approaches.  CPA firms will be on hand to facilitate the discussion and answer any technical questions.

We look forward to seeing you there! 

4:00 p.m. - CECL Roundtable

5:15 p.m. - Social Hour

6:15 p.m. - Dinner

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

Mini session and dinner program qualify for 1 hour of CPE each.


Prerequisites - None      

Program Level - Update

Advanced Preparation - None

Delivery Method - Group - Live

For information regarding refunds, complaints, and program cancellation policies, please contact Jay Stephens at 978-441-6464 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.




Copyright © 2013 Financial Managers Society, Boston Chapter. All Rights Reserved.

Powered by Wild Apricot Membership Software