Upcoming events

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

    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.

     

     

     

    • October 18, 2017
    • 8:15 AM - 4:00 PM
    • Marriot Courtyard - 75 Felton Street, Marlborough, Massachusetts

    Live Program September 08, 2017
     




    Agenda:

    8:15 a.m. Registration, Continental Breakfast

    8:45 a.m. Welcome
    Tanya M. Duncan Senior Vice President, Massachusetts Bankers Association Boston

    8:50 a.m. Executive Director Benefits & Update on BOLI Trends
    John Gagnon, CPAA | BOLICOLI.com | Reading, MA

    John Gagnon will review the latest trends in executive and director benefit plans. SERP’s, Deferred Compensation and Director Retirement plans are a critical component to attracting and retaining top talent. Find out how these plans have evolved and the successful components of a properly designed program. Additionally John will provide an update on the BOLI market including top carriers, yield outlook, compliance updates and current trends.

    9:40 a.m. Addressing Succession Issues
    Rob Barton, JD, MBA |Managing Consultant | Bank Compensation Consulting, Plano, TX

    Is your business plan lacking key issues that can help your bank remain independent? Most community bank business plans touch on SWOT analysis (strengths, weaknesses, opportunities, and threats) followed by a discussion of new initiatives. Learn strategies for management and board succession, as well as ownership options to promote flexibility in your decision to remain independent.

    10:30 a.m. Coffee Break 


    10:45 a.m. Bank Regulatory Panel
    Moderator: David Sidon | Principal | The Navis Group | Boston, MA
    Panelists:
    Michael Ravid | Director, Regional and Community Examination Supervision | Federal Reserve Bank of Boston | Boston, MA
    Mike Hensler | Deputy Commissioner | Division of Banks | Boston, MA
    Mary A. Barry | Assistant Regional Director | Division of Risk Management Supervision | Federal Deposit Insurance Corporation| Braintree, MA
    Michael Moriarty | Assistant Deputy Director | Office of the Comptroller of the Currency| Boston, MA
    NCUA (invited)

    11:45 a.m. Lunch Sponsored by Massachusetts Financial Services Insurance Agency 


    12:45 p.m. Cybersecurity and Critical Vendor Management Issues for Community Financial Institutions
    Rick Simonds | COO| Sage Data Security | Portland, ME

    This presentation will focus on current issues in cybersecurity and review strategies to minimize risk. It will also discuss vendor management issues.

    1:35 p.m. Interest Rate Derivatives: Strategies, Trends, and Recent Developments
    Jeffrey C. Mazur | Managing Director | PNC Capital Markets | Pittsburgh, PA

    This presentation will review common derivative strategies that community banks utilize to manage interest rate risk, price/structure loans more competitively, generate their fee income and reduce term funding rates. It will also review trends and recent developments in the derivative market which have created more opportunities for banks of all sizes to use derivatives.

    2:25 p.m. Accounting Update on CECL and More
    David Marsh | Senior Manager | RSM |Boston
    Faye Miller | CPA, Member of the Firm | RSM |Boston

    This session will inform you of:

    • Recent CECL developments;
    • Remind you of the significant changes coming in to effect beginning in 2018 related to the new financial instrument standard on classification and measurement;
    • Inform you of how the new standard on hedge accounting is expected to simplify hedging of interest rate risk;
    • Discuss the ramifications of the new revenue recognition guidance on financial institutions;
    • And address certain other recent accounting developments impacting financial institutions.

    It will also include a tax update.

    3:45 p.m. Complete Evaluations and Adjourn




    Program Sponsors:

     

    REGISTRATION

    $275 for members, and $550 for nonmembers. Click here for a copy of the registration form with cancellation information. 

    Three ways to register:

    1. Online

    2. Credit Card Payments: Complete the registration form and fax to our secure fax line: 617-249-0441.
      PCI Compliance mandates that the form must be faxed, do not email.

    3. Mail: Send the registration form with a check to:

      Massachusetts Bankers Association-FIFA17
      One Washington Mall, 8th Floor, Boston, MA 02108-2603
    Registrar

    Pat Tabolsky
    Administrative Assistant, Program Registrar
    Direct Dial: 617-502-3814
    Email: ptabolsky@massbankers.org

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    • October 26, 2017
    • 5:00 PM - 8:00 PM
    • Hartford/Windsor Airport Marriott Hotel, 28 Day Hill Road, I-91 at Exit 38 / Windsor, CT

                           

    The Financial Managers Society and Connecticut Bankers Association are pleased to announce the upcoming meeting featuring Jennifer DiBella, a partner at Cranmore, Fitzgerald and Meaney. She is one the firm's leading partners in its Financial Institutions division and focuses her practice on corporate and business law matters, with an emphasis on matters affecting financial institutions. Jennifer has extensive experience representing clients with respect to securities laws, corporate governance, corporate finance, and regulatory, compliance, and reporting matters. 

    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 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.

    • November 28, 2017
    • 5:15 PM - 8:00 PM
    • Embassy Suites, 550 Winter Street, Waltham, MA

    Please join us for an economic update with Donald Ratajczak, Ph.D., Economist at Raymond James.  This event will highlight recent economic trends and provide an outlook for 2018. 

    In the spirit of the holiday season, FMS Boston will also be collecting toys for less fortunate children.  Please bring an unwrapped gift for a group donation to Toys for Tots!

    Toys For Tots Logo Vector Images & Pictures - Becuo

    We look forward to seeing you there! 

    5:15 p.m. - Social Hour

    6:15 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

    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.

    • December 13, 2017
    • 5:00 PM - 8:00 PM
    • Hartford/Windsor Airport Marriott Hotel, 28 Day Hill Road, I-91 at Exit 38 / Windsor, CT

                           

    The Financial Managers Society and Connecticut Bankers Association are pleased to announce the upcoming meeting featuring PNC Capital Markets. Here is your opportunity to get up to date on what is happening with changes to depository institution's balance sheet outlook, learn where the trends are heading and understand where there is value.   

    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 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.

    • January 23, 2018
    • 5:15 PM - 8:00 PM
    • Embassy Suites, 550 Winter Street, Waltham, MA

    Save the Date!

    • February 07, 2018
    • 5:00 PM - 8:00 PM
    • Hartford/Windsor Airport Marriott Hotel, 28 Day Hill Road, I-91 at Exit 38 / Windsor, CT

                           

    The Financial Managers Society and Connecticut Bankers Association are pleased to announce the upcoming meeting featuring Mike Davis at SunTrust. Mike is going to share on a "Framework for Strategic Planning in the Bond Portfolio." As rates continue to be volatile, hear more about the outlook for the future and how to be prepared for changes in the fixed-income market.   

    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 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.

    • February 27, 2018
    • 5:15 PM - 8:00 PM
    • Embassy Suites, 550 Winter Street, Waltham, MA

    FMS Boston is pleased to announce the upcoming meeting featuring speaker Scott Hildenbrand.  Scott is a Principal and Chief Balance Sheet Strategist at Sandler O’Neill + Partners, L.P. He frequently works with financial institutions on balance sheet strategy development, which includes interest rate risk management, investment portfolio strategy, retail and wholesale funding management, derivative strategy, capital planning, budgeting, and stress testing.  

    We look forward to seeing you there! 

    5:15 p.m. - Social Hour

    6:15 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

    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.

    • March 20, 2018
    • 5:15 PM - 8:00 PM
    • Embassy Suites, 550 Winter Street, Waltham, MA

    Save the Date!

    • April 05, 2018
    • 5:00 PM - 8:00 PM
    • Hartford/Windsor Airport Marriott Hotel, 28 Day Hill Road, I-91 at Exit 38 / Windsor, CT

                           

    The Financial Managers Society and Connecticut Bankers Association are pleased to announce the upcoming meeting featuring Jim Clarke of Clarke Consulting.  

    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 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.

    • April 24, 2018
    • 5:15 PM - 8:00 PM
    • Embassy Suites, 550 Winter Street, Waltham, MA

    Save the Date!

Past events

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.

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