Upcoming events

    • April 24, 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 with Mark Haberland at Darling Consulting Group. 

    Topic:   Deposit Pricing and Liquidity in a Rising Interest Rate Environment

    Speaker: Mark Haberland - Darling Consulting Group

    Date:  April 24, 2018

    The Changing Landscape of Liquidity

    Deposit Pricing and Liquidity in a Rising Interest Rate Environment

    Loan growth is outpacing deposit growth and loans are becoming a higher percentage of total assets. Wholesale funding levels are increasing and deposit uncertainty abounds. Undeniably, liquidity is under pressure and the regulators understand the impact these factors can have on your bank. This session will address the changing liquidity landscape in our industry, how deposit pricing pressures relate to liquidity pressures, and what every institution should be doing to develop a “best practice” approach in liquidity management.

    Through the review of industry trends we explore what lies ahead for the community sector. We will discuss the upcoming rise in funding costs and outline the critical elements all institutions should have in their liquidity management reports (both operational and contingency) and utilize real life case studies to highlight strategies that increase margin while managing liquidity risk.

    This session will address the following:

    •   Deposit pricing pressures as we approach a 2.00% Fed Funds level
    •   Becoming comfortable with higher levels of wholesale funding
    •   The importance of stress testing – and remediation plans
    •   Case studies to improve margin and manage liquidity
    •   Proactively managing liquidity with higher regulatory scrutiny

    5:00 p.m. - Cocktail Hour, Sponsored by Darling Consulting Group - Thank you!

    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

    The FMS Boston Chapter is pleased to have Aaron Donaldson, Principal, Technology and Management Consulting at RSM. Aaron specializes in network design, assessment and implementation, as well as business continuity project management, and Web site development. He has more than 20 years of helping clients identify current or future pain points and providing recommendations and solution plans to address those.

    Topic:   IT Outsourcing in 2018 – Reducing Risk and Improving the Bottom Line

    Speaker: Aaron Donaldson, RSM

    This session will address the following

    ·        State of the Market

    ·        What Constitutes IT Outsourcing?

    ·        Business Drivers

    ·        Knowing When to Outsource and What to Avoid

    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

    **Mark your calendars for the 26th Annual Golf Tournament and Dinner

    Monday, May 14, 2018

    Click HERE for the registration information and application.

    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.


                      

    Copyright © 2012 Financial Managers Society - Boston Chapter. All rights reserved.
    Contact email:
    kbrorson@performancetrust.com

     

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    • 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.

    • May 14, 2018
    • Marlborough Country Club
    Join us once again at this great event!

    FMS Boston Chapter

    26th Annual Golf Tournament and Dinner

    Monday, May 14, 2018

    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

    Click HERE for the registration information and application.


Past events

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.

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