Upcoming events

    • January 28, 2020
    • 5:00 PM - 8:00 PM
    • Embassy Suites, 550 Winter Street, Waltham, MA
    Register

    Mike Cohn, Principal and Director of the WolfPAC Solutions Group at Wolf & Company, P.C., will be discussing ERM, including the evolving changes in the landscape and what to expect in the future. 

    ERM: What Have We Learned in the Last 10 Years and How That Will Shape the Next 5!

    The last ten years have seen a lot of changes in how we experience Enterprise Risk Management. From adopting the three lines of defense, to Risk Appetite Statements, to Key Risk Indicator (KRI) monitoring and reporting to the Board. Learn how similar organizations have gained value from their ERM programs over the last five years, and how the next wave of activities will keep that momentum moving forward.

    3 Key Topics

    1.      Accomplishments and Trends

    2.      Uncovering the ERM Unknown Unknowns and Next Generation ERM Techniques that will become Table Stakes

    3.      What Industry Benchmarking Tells Us

    _____________________________________________________________

    We look forward to seeing you there! 

    5:00 p.m. - Cocktails in Mezzanine

    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 JP Lapointe at 617-585-3220 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 12, 2020
    • 5:15 PM - 8:00 PM
    • Hartford/Windsor Airport Marriott Hotel, 28 Day Hill Road, I-91 at Exit 38 / Windsor, CT
    Register

                           

     

    The Financial Managers Society and Connecticut Bankers Association are pleased to announce a meeting with Matthew Mara, Managing Director, of PNC Capital Markets, LLC, to discuss an Investment Update on Wednesday, February 12th.   

    Matthew Mara, Managing Director, PNC Capital Markets LLC

    Matthew Mara is a Managing Director in PNC Capital Markets and is responsible for balance strategies & fixed income sales with a specialization in working with domestic depository financial institutions. Matt works closely with depositories to fulfill their strategic priorities by helping them target and execute balance sheet strategies.  Matt has spent his entire 30+ year career working in the capital markets, having served in senior positions at a number of prominent investment banks with experience in fixed income sales & trading, balance sheet strategies, and capital markets. Immediately prior to joining PNC, Matt spent 3 years as a Managing Director in the Financial Institutions Group at Brean Capital, acting in a similar role to his current one at PNC. Earlier in his career, Matt served in various senior capital markets roles at Sterne Agee (2+ years), Keefe, Bruyette & Woods (5+ years), Sandler O’Neill & Partners (7+ years), and ABN AMRO (11+ years).

    We look forward to continuing the “Early Talk” program this season as well. As attendees enjoy their salads and prepare for the evening’s presentation, Tom Mongellow, President & CEO of CT Bankers Assn and Jon Skarin, Executive Vice President of Mass Bankers Assn, will provide an update on the Washington scene along with landscapes taking shape in Massachusetts and throughout New England.

    Main Topic:  Investments Update

    “Early Talk”:  Political Update from the CBA and MBA

    Date & Location:  February 12, 2020 | 28 Day Hill Road, I-91 at Exit 38 / Windsor, CT

    5:15 p.m. - Cocktails & Social

    6:00 p.m. - Dinner & "Early Talk"

    7:00 p.m. - Main Program

    8:00 p.m. - End

    (Qualifies for 1.25 hour of CPE)

    _____________________________________________________________

    Field of Study - Economics 

    Prerequisites - None

    Program Level - Basic

    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 Jason Kulak at 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 25, 2020
    • March 31, 2020
    • 2 sessions
    • Embassy Suites, 550 Winter Street, Waltham, MA
    • 19
    Register

    Most managers dislike giving feedback to team members and therefore tend to avoid it or find it a challenge to keep the conversations productive and effective. Yet providing frequent feedback and coaching is directly connected to high team member engagement and enhanced performance.

    In this highly interactive and hands-on two-part workshop, High Performance Coaching provides managers of all levels and experience with the key strategies, techniques, skills, and tools needed to identify team member strengths and opportunities and leverage a proven coaching model to prepare for and conduct effective coaching conversations.

    Speaker Bio: Elise Kulak is a Relationship Manager at Impact Performance Group, Inc. In this role, Elise works closely with key client contacts, facilitators, writers, and developers to create customized training materials for sales, service, and leadership programs. Elise manages the program implementation and delivery of dynamic workshop experiences.

    CPE:Option 1: 8 CPE in total (4 for each coaching session)

    Option 2: 10 CPE in total (4 for each coaching session and 1 for each dinner session)

    For information regarding refunds, complaints, and program cancellation policies, please contact JP Lapointe at 617-585-3220 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 25, 2020
    • 5:00 PM - 8:00 PM
    • Embassy Suites, 550 Winter Street, Waltham, MA

    We look forward to seeing you there! 

    5:00 p.m. - Cocktails in Mezzanine

    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 Jason Kulak at 617-261-8193 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 31, 2020
    • 5:00 PM - 8:00 PM
    • Embassy Suites, 550 Winter Street, Waltham, MA

    We look forward to seeing you there! 

    5:00 p.m. - Cocktails in Mezzanine

    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 Jason Kulak at 617-261-8193 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.


Past events

December 10, 2019 FMS Boston Chapter & CBA - Navigating LIBOR - Windsor, CT
November 19, 2019 CECL Roundtable - Waltham
October 18, 2019 2019 Financial Institutions Finance & Accounting Conference
October 09, 2019 FMS Boston Chapter & CBA - Economic Update - Windsor, CT
September 24, 2019 Economic Update and LIBOR Transition (Early Session) - Waltham
September 08, 2019 2019 East Coast Regional Conference
August 27, 2019 FMS Boston Chapter Summer Social @ Jack's Abby!
June 05, 2019 Leadership Development Session at Problem Solved Brewery!
May 13, 2019 27th Annual FMS Boston Chapter Golf Tournament and Dinner
May 09, 2019 ALCO Update with Jim Clarke - Western MA / CT
May 01, 2019 FMS Boston Chapter's Annual Community Day - Lazarus House
April 30, 2019 Commercial Real Estate & Past Presidents’ Night With Early Session "Engaging Leader" - Waltham
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