Upcoming events

    • April 30, 2019
    • 4:00 PM - 8:00 PM
    • Embassy Suites, 550 Winter Street, Waltham, MA
    Register

    Dinner Session

    Join us for an update on local and national commercial real estate trends with Aaron Jodka, Research Director at Colliers International.  Aaron and his team manage the information and intelligence in Colliers’ proprietary database, which, dating from the late 1980s, includes detailed property statistics on more than 210 million SF of office space as well as on lab properties in the greater Boston area. Aaron’s team also track nearly 150 million SF of industrial properties in our market.

    Aaron also writes the Colliers Market Viewpoint series, internal submarket and lab reports, and Colliers In Focus thought pieces. He is a monthly guest on Bloomberg Radio’s Baystate Business, and a frequent resource for Bisnow, Banker & Tradesman, The Boston Globe, Boston Business Journal, The Real Reporter, and other publications. Who should attend CEO, CFO, Finance, Accounting, Lending, and Strategist. 

    Early Session - The Engaging Leader

    In a low unemployment labor market, employee engagement has become a critical asset for most companies to both attract and retain high-potential employees.  Employee engagement is also statistically proven to drive productivity, profitability and client satisfaction. Companies have and continue to making significant learning and development investments in upgrading Manager's skills.  So why are so many employees disengaged?

    In this session Eric Imparato, Principal, of Impart Associates, will explore that answer by addressing key concerns raised by managers such as:

    • You are asking me to deliver to my subordinates and/or peers, what I personal do not receive from my leader.
    • Will I be supported by leadership when I use these new approaches?
    • Do I have the authority to develop and implement new ideas?

    Outcomes

    • Improved understanding of Employee Engagement, and why it’s worth it!
    • Actions leadership should take to reinforce their Managers, ensure the ROI on  the training investment and reap the business outcomes of Engaged Employees.
    • A new approach which can be immediately applied to establish ownership with direct reports

    Who should attend CEO, CFO, Finance and Accounting, Lending, Operations, Risk Management, IT, Internal Audit, and Compliance.

    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

    7:00 - 8:00 p.m. - Program (Qualifies for 1 hour of 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.



    • May 01, 2019
    • 10:00 AM - 2:00 PM
    • Lazarus House Ministries, 412 Hampshire St. Lawrence, MA 01842
    Register

    Our annual Community Day will be held on Wednesday, May 1st from 10 AM - 2PM. We will be working with Lazarus House in Lawrence.  This is a great opportunity to join alongside other FMS Boston Chapter members to work towards spring cleanup (indoor/outdoor), housekeeping, kitchen crew, and other related work activities.

    Join us as we give back our time and energy towards a great cause and show Lazarus House our ongoing support.  

    Find out more at https://lazarushouse.org/

    Lazarus House Ministries

    412 Hampshire St.

    Lawrence, MA   01842

    • May 09, 2019
    • 5:30 PM - 8:00 PM
    • on Hartford/Windsor Airport Marriott Hotel, 28 Day Hill Road, I-91 at Exit 38 / Windsor, CT
    Register

    Challenges to Your ALCO in 2019


    The Financial Managers Society and Connecticut Bankers Association are pleased to announce Challenges for Your ALCO in 2019 featuring Jim Clarke, with an update on ALCO strategies on Thursday, May 9th at the Hartford/Windsor Airport Marriott Hotel.  Conditions are changing and financial institutions are managing in an environment we haven’t experienced in years, after an extended period of low rates and generally stable trends. 

    Highlights of the program will  include:

    • Economic Forecast & Loan Growth in 2019
    • Managing Liquidity Risk & Funding Loan Growth
    • Interest Rate Forecast: Managing Deposits 

    Help us spread the word and please invite a colleague or friend. We look forward to seeing you there! 

    Dr. James Clarke is the Principal of Clarke Consulting, a Villanova, Pennsylvania firm specializing in ALCO issues and strategic planning for community banks.  Jim has lectured on asset/liability management at the Stonier National School of Banking sponsored by ABA, The Pennsylvania Bankers Advance School of Banking, the Southwest Graduate School of Banking, the New England School of Financial Studies and Connecticut School of Banking. He conducts ALM seminars for many state associations, and for Risk Management Association (RMA) and Financial Managers Society (FMS).  Jim also conducts board education programs on ALM for a number of state associations.  In 2016 through 2018, Jim spoke at the Connecticut, Maine and Pennsylvania Bankers conventions and number of director conferences. Dr. Clarke is on the Board of a community bank, and is a Director of an investment company.  Jim is also on the Editorial Board of the RMA.

    5:30 p.m. - Social Hour

    6:15 p.m. - Dinner

    7:00 - Program (1 CPE)

    _____________________________________________________________

    Prerequisites - None

    Program Level - Basic

    Advanced Preparation - None

    Delivery Method - Group - Live

    For information regarding refunds, complaints, and program cancellation policies, please contact Karl Brorson at 312-521-1473 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.

    • May 13, 2019
    • Marlborough Country Club
    Register
    Join us once again at this great event!

    FMS Boston Chapter

    27th Annual Golf Tournament and Dinner

    Monday, May 13, 2019

    Time:              9:15am Shotgun scramble format starts promptly at 10:00am

                            Dinner to follow at approximately 3:00 pm

    Dinner:           Chicken & Steak

    Place:              Marlborough Country Club

                            200 Concord Road, Marlborough, MA


    PLEASE MAKE SURE TO INCLUDE WHO YOU WANT IN YOUR FOURSOME WHEN YOU REGISTER!


Past events

March 26, 2019 Artificial Intelligence - Waltham
February 26, 2019 Regulatory Round-Table - Waltham
February 13, 2019 FMS Boston Chapter & CBA - Investment Update - Windsor, CT
January 29, 2019 CECL Roundtable and “high-table” Networking Event
November 27, 2018 Economic Update & Early Leadership Session - Waltham
November 14, 2018 FMS Boston Chapter & CBA - Economic & Regulatory Update: Post-Election Panel - Windsor, CT
October 23, 2018 2018 Financial Institutions Finance & Accounting Conference
September 23, 2018 The 2018 East Coast Regional Conference Sept 23-25, 2018
September 19, 2018 Balance Sheet Strategies - Waltham
September 12, 2018 FMS Boston Chapter & CBA - Accounting and Tax Update - Windsor, CT
August 28, 2018 FMS Boston Chapter Summer Social @ Night Shift Brewing
June 11, 2018 FMS Boston Chapter Dinner Event @ FMS Forum in Orlando, FL
May 14, 2018 26th Annual FMS Golf Tournament and Dinner
May 04, 2018 FMS Boston Chapter's Annual Community Day - Mill City Grows
April 24, 2018 Past Presidents' Night & Technology Update - Waltham
April 24, 2018 FMS Boston Chapter & CBA - ALCO Update - Windsor, CT
March 28, 2018 Re-Scheduled Meeting: Investment Strategies with SunTrust - Windsor, CT
March 20, 2018 CECL Update with Visible Equity - Waltham
February 27, 2018 Balance Sheet Strategies - Waltham
January 23, 2018 Commercial Real Estate Update - Waltham
December 13, 2017 Interest Rate Derivatives: Trends and Recent Developments with PNC - Windsor, CT
November 28, 2017 Economic Update - Waltham
October 26, 2017 Regulatory & Legal Update with CFM - Windsor, CT
October 18, 2017 2017 Financial Institutions Finance & Accounting Conference
September 26, 2017 Strategic Planning - Waltham
September 17, 2017 2017 FMS East Coast Regional Conference
May 15, 2017 25th Annual Golf Tournament and Dinner
May 05, 2017 FMS Boston Community Day - Mill City Grows
May 05, 2017 FMS Boston Community Day - The Family Pantry
May 02, 2017 ALCO Update with Jim Clarke - Western MA / CT
April 25, 2017 Past Presidents' Night - Investments Update
March 28, 2017 Accounting Update - Waltham
February 28, 2017 ALM Update - Waltham, MA
February 15, 2017 Accounting Update: Practical Approaches to CECL - Windsor, CT
January 31, 2017 Real Estate Update - Waltham, MA
December 01, 2016 Balance Sheet Strategies - Windsor, CT
November 29, 2016 Economic Update - Waltham, MA
October 19, 2016 2016 Financial Institutions Finance & Accounting Conference
October 12, 2016 Investments Update with Performance Trust - WINDSOR, CT
September 18, 2016 The 2016 East Coast Regional Conference
August 22, 2016 The 3nd Annual Deb Jackson Memorial Golf Classic
June 12, 2016 The 2016 Finance & Accounting Forum
May 20, 2016 2nd Annual Community Commitment Day
May 16, 2016 The 24th Annual FMS Golf Tournament and Dinner
May 09, 2016 Financial Managers School
May 03, 2016 ALCO Update with Jim Clarke - WINDSOR, CT
April 26, 2016 Past Presidents' Night - Real Estate Update
March 22, 2016 ALCO Update - WALTHAM, MA
February 23, 2016 Regulatory and Investment Strategies Update
February 10, 2016 Dinner Meeting - WINDSOR, CT
January 26, 2016 Technology/Information Systems Update
December 09, 2015 Balance Sheet Strategies - WINDSOR, CT
November 17, 2015 Core Provider Update
October 21, 2015 Financial Institutions Finance & Accounting Conference
October 13, 2015 Cybersecurity Update - WALTHAM, MA
October 13, 2015 Investments Update - WINDSOR, CT
September 20, 2015 2015 East Coast Regional Conference
September 15, 2015 Accounting and Tax Update
NOTE: The preceding monthly chapter meetings have been developed and reviewed by the current and previous Chapter Officers, which includes a Certified Public Accountant in good standing.

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

Powered by Wild Apricot Membership Software