• October 28, 2016 3:28 PM | Jay Stephens (Administrator)

    At the November 29th meeting, FMS Boston will be collecting toys for less fortunate children.  Please bring an unwrapped gift for a group donation to Toys for Tots! 

  • August 01, 2016 6:53 PM | Julie Houle (Administrator)

    We are excited to kick off our 2016/2017 year!  Find out much more about the Boston Chapter of FMS and highlights of the upcoming year by reading our Membership Letter.

    For an Individual Membership, join or renew your membership now online!

    Current members - To renew or update your membership, log in to your profile at with your email and password and follow suggested actions on your profile screen.

    New members – To join, please go the Join Us page of our website, select the appropriate membership level and follow the directions from there.

    For Group Memberships, print a Group Registration Form and scan and email or mail to us using the instructions on the form. 

    Credit cards are accepted for all transactions online!

  • July 20, 2016 11:06 AM | Julie Houle (Administrator)

    Please join us for the 3rd Annual Deb Jackson Memorial Golf Classic on Monday, August 22nd, 2016, at the Four Oak CC in Dracut, Massachusetts.

    As many of you know, Deb was the Chief Financial Officer for Hingham Institution for Savings for over 15 years and was a member of the Boston Chapter of the Financial Managers Society.  Most recently she was the President of East Boston Savings.  She passed away after a battle with plasma cell leukemia.  This golf event in her name supports the efforts of the Jimmy Fund in fighting this disease.

    Registration and sponsorship information, and event details, can be found on our Events page.

  • June 23, 2016 9:56 AM | Julie Houle (Administrator)

    The FMS Boston Chapter Officers welcome our newest officer, Jay Stephens, CFO, Lowell Five, Chapter Secretary.  The Officers are currently working on the 2016/2017 and are looking forward to another exciting season.  Much more information will be coming soon!  We also wish to thank our immediate past President, Denise Carbone, for her commitment and dedication to the Chapter over the last 4 years.

    Linda Stahl, Chapter President, Paladin fs

    Julie Houle ,Chapter Vice President, RSM US LLP

    Susan Hannigan, Chapter Treasurer, Jeanne D'Arc Credit Union

    Jay Stephens, Chapter Secretary, Lowell Five

  • March 22, 2016 10:35 PM | Julie Houle (Administrator)

    A special thank you to John Gagnon and  John donated 4 great seats to an upcoming Celtics game to the FMS Boston Chapter.  The tickets were raffled off at our March dinner meeting.  Congrats to the winner, Ana Dyer.  Enjoy the game Ana! 

  • March 16, 2016 12:57 PM | Julie Houle (Administrator)

    We are excited to announce that applications are now available for FMS Boston’s 2016/2017 Scholarship.  The Boston Chapter will award one scholarship annually for $1,000 to an individual who meets all of the following criteria.

    ·         Award recipient must be a son, daughter, or grandchild of an active Boston Chapter Member.  Not a member?  Join Now!

    ·         Recipient must be planning on attending or currently attending in a two-year or four-year undergraduate degree at an accredited institution.  Priority preference will be given to students that concentrate in finance, business or accounting studies, however, any major will be given consideration. 

    ·         A minimum GPA of 3.0 or better at current institution of learning, including high school.

    ·         Awarded scholarship check will be payable in the name of the student and the FMS Chapter member upon receipt of commitment letter copy.  The $1,000 scholarship may be used to pay for college tuition, books and/or fees.  Please limit submissions to one submission per member per year.

    ·         Applications are available here.

  • February 22, 2016 8:17 AM | Julie Houle (Administrator)

    As you may remember, many of our members volunteered as part of our Community Commitment Date in May of last year.  Several of our members participated with Merrimack Valley Habitat for Humanity at the home at 100 Parker Street. That home is now finished!  With some minor exterior landscaping and some other bits and pieces, they are getting ready for family move in days.  Participating at the Merrimack Valley Habitat location were: Jessica Bishop, Denise Carbone, David Karpinsky, Steve McHugh, Joseph Sapienza, Rachael Siegfriedt, John Waters, Heather Waters and Chad Moore. 

    Stay tuned for more information soon on our 2016 Community Commitment Day!


  • January 05, 2016 8:24 AM | Julie Houle (Administrator)

    We had another good turn out for our December meeting in Windsor, CT.  The Connecticut/Western Mass subchapter is building a nice core group of attendees and our intent is to build upon that momentum.

    On December 16, 2015, Ryan Henley CFA, Head of Financial Institutions Strategies for Stifel Financial, brought his unique perspective and discussed a number of accounting and regulatory changes.  Ryan’s focus was on how financial institutions can consider balance sheet strategies and tactics to actually derive benefit from the changes, or at least mitigate potential negative impact.   The topics included are shown below and the presentation is available on the FMS-Boston website.

    • Changes to premium amortization on callable bonds such as municipals.
    • HTM Investments & CECL  (Yes, CECL will apply to your investment portfolio!)
    • HELOC Reclassification Strategy on Call Report.
    • Greater Ease of Hedging Under New Proposal.
    • How TLAC could impact some community banks (again, through the investment portfolio.)

    Also thank you to Ryan and his colleagues from Stifel Financial for sponsoring the cocktail hour!

  • November 18, 2015 11:52 AM | Julie Houle (Administrator)

    It was great to see so many of you again at our November meeting in Waltham.  A special thank you goes to Aaron Silva of Paladin fs for sponsoring the cocktail hour!

    Aaron, seen below, with his co-presenter, Mark Ingalls of Dedham Institution for Savings, and our own past president, Jerry Gagne of Wolf & Company, led a thought provoking discussion about the costs of core provider services and strategies financial institutions can use to "Change the Game".  Mark Ingalls provided insights as to how his bank was able to do just that.


    Thank you to all those that contributed to our 50/50 raffle.  We donated over $200 to the Merrimack Valley Food Bank.

    If you would like to access Aaron and Mark's presentation, please click here

    Did you remember to submit your CPE Evaluation Form?  If not, please complete a form and send to Susan Hannigan

    See you in Windsor on December 9th for our Balance Sheet Strategies meeting and in Waltham on January 26th for our Technology Update featuring Fiserv.

    We hope you all have a wonderful Thanksgiving! 
  • November 06, 2015 6:21 PM | Julie Houle (Administrator)

    Please save the date for the 2016 East Coast Regional Conference.  The 2016 ECRC will be held right here in Boston at the Boston Marriott Long Wharf Hotel from September 18 - 20, 2016.

    For sponsorship opportunities or event questions, please contact:

    Jerry Gagne, 617-428-5455, or

    Denise Carbone, 781-224-5385,

    More details to follow!

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