Upcoming events

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

    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
    Register

    The FMS Boston Chapter is pleased to have Ian Dunn, EVP at Visible Equity, join us as he covers all things CECL - March 20th 2018. Ian is going to share on the topic of his "Ultimate CECL Study," while answering the following:

    Will your allowance increase under CECL? By how much? Join us as we review the results from our intensive study on the impact different loss methods will have on your allowance calculations. 

    Take-Aways: 

    • Gain a basic understanding of common loss methods, including static pool, vintage, discounted cash flow, and probability of default. 

    • See the key findings from the CECL study. 

    • Understand the general portfolio characteristics that lead to an increase or decrease in the allowance calculation vis-à-vis the various loss methods.

    Background: Ian Dunn is the EVP Products of Visible Equity. He earned his MBA from the UCLA Anderson School of Management and holds an undergraduate degree in Engineering. He is also a graduate of the Pacific Coast Graduate School of Banking.  Ian has spoken at several conferences, covering such topics as CECL (Current Expected Credit Loss), Fair Lending, Loan Portfolio Analytics, FASB Changes, Loan Application Data, and many others.  

    We look forward to seeing you there and bring your questions! 

    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 28, 2018
    • 5:00 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 the upcoming meeting featuring Mike Davis at SunTrust. Mike is going to share on a "Framework for Strategic Planning in the Bond Portfolio." The flattening yield curve was the story of 2017 and likely will continue in 2018.  Mike will draw investment lessons from looking back at past periods of  yield curve flattening and inversion and help set strategy for the remainder of 2018 and beyond.  Mike will discuss bond strategies that depositories can initiate to better prepare for a flattening yield curve environment.  Finally, Mike will outline a framework for strategic portfolio management, which will outline the steps taken to implement a formalized forward looking investment plan and how to monitor progress towards plan. 

    Take-Aways

    •        Develop understanding of tactical versus strategic portfolio management

    •        Review historical episodes of flat/inverted curve environments

    •        Help set strategy for the possibility of an inverted curve

    •        Develop a framework for strategic portfolio management

    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 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 with guest speaker TBA soon! Mark your calendars and look for an e-mail update with more information. 

    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
    Register

    Save the Date!

    • May 04, 2018
    • 1:00 PM - 4:00 PM
    • Mill City Grows, Lowell
    Register

    Our annual Community Day will be held on Friday, May 4th.  We will be working with Mill City Grows in Lowell.  Find out more at www.millcitygrows.org.

Past events

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.

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