• 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

  • 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! 

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