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• COVID-19 Impacts to Financial Institutions

  • When
    September 29, 2020
  •  
    2:00 PM - 3:00 PM (EDT)
  • Location
    Virtual Meeting

  Register

  COVID-19 Impacts to Financial Institutions

  Joe Jalbert, Principal, Baker Newman Noyes, will moderate a discussion around COVID-19 and the related impacts to financial institutions. Specific topics will include:

  • Loan modification options
  • Paycheck Protection Program loans

  (Qualifies for 1 hour of CPE)

  50% of fees for event will be donated to SHINE Initiative. 

  _____________________________________________________________

  Prerequisites - None      

  Program Level - Update

  Advanced Preparation - None

  Delivery Method - Group - Online

  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.

  
  

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• 2020 Financial Institutions Finance & Accounting Conference

  • Start
    October 09, 2020
  •  
    (EDT)
  • End
    October 22, 2020
  •  
    (EDT)
  • Schedule
    2 sessions
  • Location
    Virtual

  Click on links below for agenda and registration form. Registration is available through Mass Bankers.

  Program Agenda

  Registration Form

  
  

  
  

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• Accounting & Tax Update (Western MA/CT)

  • When
    October 20, 2020
  •  
    2:00 PM - 3:00 PM (EDT)
  • Location
    Virtual Meeting

  Annual Accounting & Tax Update

  Larry Carboni and Mario Solari, Partners at Whittlesey, will provide annual accounting and tax updates, which will include:

  • Loan modification options;
  • Paycheck Protection Program loans;
  • Liquidity options; and
  • How to analyze and consider credit going forward.

  (Qualifies for 1 hour of CPE)

  50% of fees for event will be donated to SHINE Initiative. 

  _____________________________________________________________

  Prerequisites - None      

  Program Level - Update

  Advanced Preparation - None

  Delivery Method - Group - Online

  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.

  
  

  Show details
• Post-Election Update & Economic Impact

  • When
    November 17, 2020
  •  
    2:00 PM - 3:00 PM (EST)
  • Location
    Virtual Meeting

  Post-Election Update & Economic Impact

  Performance Trust will be discussing the results of the Presidential election and the overall projected impact on the economy. 

  (Qualifies for 1 hour of CPE)

  50% of fees for event will be donated to SHINE Initiative. 

  _____________________________________________________________

  Prerequisites - None      

  Program Level - Update

  Advanced Preparation - None

  Delivery Method - Group - Online

  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.

  
  

  Show details