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  • Economic Update & Early Leadership Session - Waltham

Economic Update & Early Leadership Session - Waltham

  • November 27, 2018
  • 4:00 PM - 7:45 PM
  • Embassy Suites, 550 Winter Street, Waltham, MA


Registration is closed

Dinner Session

Join us for a post-election market and economic update with Brian Battle, Principal and Director at Performance Trust Capital Partners in Chicago, IL.  

Brian will review current market conditions, economic trends and the threats and challenges that we face in 2019 and beyond. He will examine the dangers and opportunities today and how to prospectively manage the interest rate, regulatory and political risks.

He is recognized nationwide as a market expert who provides valuable insight on issues related to liability management, mortgage securities, general market and taxable municipal bonds. He is a frequent on-air commentator for CNBC, Fox Business News, National Public Radio, Chicago Tonight and Bloomberg TV, and has been quoted in the Wall Street Journal, Chicago Tribune and numerous online financial news sources. His 30 years of market experience in analyzing, underwriting and trading has proven to be a tremendous asset for the company as well as the industry. As an expert resource, he utilizes his expertise to bring our disciplined analytical approach to the middle markets in the financial industry.

Brian holds a Bachelor of Science degree in business and economics from Winona State University in Minnesota and an MBA from DePaul University. He is a past president of the Municipal Bond Club of Chicago and an instructor at the Municipal Bond School in Chicago.

Early Session - Leadership Lessons for Collaborative Communication

Prior to our social hour we have Elise Bechard from Impact Performance Group discussing the important role of Emotional Intelligence in leadership and effective communication.  She will identify essential behaviors that set true leaders apart.  To help us grow as leaders, she will provide some actionable steps to establish the positive habits that develop our ability to communicate more collaboratively and increase our emotional intelligence.  

Elise Bechard is a Relationship Manager with Impact Performance Group.  She has facilitated leadership programs for companies such as UnitedBank, Marriott, Cambridge Savings Bank, Charles Schwab and Webster Bank.

We are asking all of our members to invite a young colleague, mentee, or other individual you see as an emerging leader in the industry.  We will be hosting a session on speaking skills and why it is critical skill of a successful leader.  Following that session, Emerging Leaders will be invited join us in networking, dinner, and our evening monthly meeting. Bring your business cards!

Toys For Tots

In the spirit of the holiday season, FMS Boston Chapter will be collecting toys, books and other gifts for less fortunate children. 

Please bring an unwrapped gift for a group donation to 

We look forward to seeing you there! 

4:00 p.m. - Early Session (Qualifies for 1 hour of Professional Development CPE)

5:00 p.m. - Social Hour

6:00 p.m. - Dinner

6:45 - 7:45 p.m. - Program (Qualifies for 1 hour of Technical Economics CPE)


Prerequisites - None      

Program Level - Update

Advanced Preparation - None

Delivery Method - Group - Live

Having trouble registering for the event as a member?  Join or renew your membership first by clicking here.

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.

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