• March 21, 2018 11:01 AM | Karl Brorson (Administrator)

    The deadline is May 31st and the latest scholarship application can be downloaded here .

  • August 09, 2017 6:38 AM | Jay Stephens (Administrator)

    The Chapter's new year is upon us.  We have many great meetings and events in store.  Please read our annual membership letter and join or renew your membership!

  • July 19, 2017 1:41 PM | Jay Stephens (Administrator)

    The FMS Boston Chapter Officers welcome Karl Brorson, Vice President, Performance Trust as incoming secretary. 

    The Officers are currently finalizing the 2017/2018 schedule and are looking forward to another exciting season.  Much more information will be coming soon!  We also wish to thank our immediate past President, Linda Stahl, for her commitment and dedication to the Chapter over the last 4 years

  • June 05, 2017 10:45 AM | Julie Houle (Administrator)

    The 4th Annual Deb Jackson Memorial Golf Tournament will be Monday, September 18th with an 8 am shotgun start. Lunch, raffles and silent auction will follow golf.  Hope to see you all there again this year!


  • May 26, 2017 10:55 AM | Julie Houle (Administrator)

    On May 5th, we held our annual Community Day.  Several FMS Boston members joines us at Mill City Grows in Lowell, working in their community garden.  You can learn more about Mill City Grows here:


  • April 26, 2017 1:04 PM | Julie Houle (Administrator)

    Our April dinner meeting celebrated our many past presidents and all they have done to serve the Boston Chapter of FMS! 

    Thank you also to Ryan Henley, CFA, Managing Director at Stifel, who presented on popular investment and balance sheet strategies, as well as  some very interesting strategic considerations related to recent accounting and regulatory policies.

    Thank you to all who attended and thank you to Stifel for sponsoring the cocktail hour!





  • March 31, 2017 12:44 PM | Julie Houle (Administrator)

    On March 28th, we hosted our 2nd ever mini-session, with Lynne McCauley of the Spofford Group presenting on cyber exposures and liability insurance.  After networking over cocktails and dinner, Tracy Harding, Principal, Berry Dunn, Susan Hannigan, CFO, Jeanne D'Arc Credit Union and a member of FASB's CECL Transition Resource Group and Neekis Hammond, Senior Risk Management Consultant, Sageworks discussed some of the many key considerations and planning ideas relating to the new CECL standard.  Todd Desjardins of Berry Dunn moderated the group.  Thanks to all who brought questions for the panel.

    Thank you very much to all of our presenters and our cocktail hour sponsors, The Spofford Group and Berry Dunn.

  • March 01, 2017 11:48 AM | Julie Houle (Administrator)

    On February 28th we hosted our first mini-session.  Thank you to Robert Giltner, Chairman, RCGILTNER Services, Inc. and Trevor Knott, Senior Vice President, Business Development, BSG Financial Group, who explored the digital lending market and revenue potential for financial institutions. 

    After cocktail hour and dinner, Robert Segal, CFA, Atlantic Capital Strategies, Inc. and Frank Farone, Managing Director, Darling Consulting Group, Inc., discussed strategies to plan for rising interest rates. 

    Thanks to our speakers and all who attended!




  • February 01, 2017 11:14 AM | Julie Houle (Administrator)

    On January 31st we welcomed Tim Warren of the Warren Group, along with  Paul Yorkis, President of the Massachusetts Association of Realtors, and Morgan Fennell, Vice President of The Appraisers Group.  The evening highlighted local and national real estate trends.

    It was also Bring a Guest Night, and we were happy to welcome 15 new guest. Thank you to all who attended!



  • November 30, 2016 9:04 PM | Julie Houle (Administrator)

    We were thrilled to welcome so many of you back to our first dinner meeting of the 2016/2017 FMS Boston Chapter season!   It was great to see so many familiar faces and some new ones too, as we socialized over cocktails, sponsored by RSM.

    Thank you to Jason Hwang, vice president and director of planning and research at the FHLB of Boston, for sharing his views on the outlook for 2017 and the new Trump Economic Agenda.  If you would like to refer to Jason’s presentation, you can find it here. 


    And a very special thank you to all of you who donated a toy (or 2) for Toys to Tots.  The Toys for Tots program distributes toys as Christmas gifts to needy children throughout our communities.  We are overwhelmed by your generosity!

    We look forward to seeing you at our next meeting in January.  Guests of members are welcome to join our January meeting at 1/2 price.  We hope to see lots of new faces in the new year!

    Happy Holidays!! 

    - The FMS Boston Chapter Officers

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