News

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  • 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, ggagne@wolfandco.com or

    Denise Carbone, 781-224-5385, dcarbone@tsbawake.com

    More details to follow!

  • October 14, 2015 11:17 AM | Julie Houle (Administrator)

    On behalf of all of the officers thank you to all those that attended our October meeting in Waltham.  And thank you to Maranda Cigna of Rapid7 who presented a Cybersecurity Update. 

     

    Over 60 members and guests attended for cocktails, dinner and an opportunity to hear about the many challenges and some potential solutions for dealing with cybersecurity threats.  We hope that you found the evening informative and that the information shared may influence you future internal security discussions.

    Thank you to all those that contributed to our 50/50 raffle.  We donated over $200 to the Northern New England Chapter of Flashes of Hope!

    If you would like to access Maranda'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

  • September 16, 2015 9:58 PM | Julie Houle (Administrator)

    On behalf of all of the officers we hope you had a wonderful summer!  We were excited to welcome you all back to our September Meeting. 

    Thank you to Jim McGough and Mike Rowe of Wolf & Company who presented an Accounting and Tax Update.  Over 80 members and guests attended for cocktails, dinner and our first presentation of the 2015/2016 season on September 15th at the Waltham Embassy Suites.  

     

    Thank you to all those that contributed to our 50/50 raffle.  We donated over $200 to the St. Jude Children's Research Hospital!

    If you would like to access Jim and Mike'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.

  • September 16, 2015 8:45 PM | Julie Houle (Administrator)

    Please join us for a Chapter dinner on Monday night, September 21st.  Contact Julie if you are interested! 

  • September 15, 2015 3:15 PM | Julie Houle (Administrator)

    Did you forget to complete your CPE evaluation form?  Please complete your form here and send to Susan Hannigan. 

  • July 23, 2015 10:08 AM | Julie Houle (Administrator)

    REGISTER NOW! The 2015 FMS East Coast Regional Conference will take place September 20-22, 2015 at the Resorts Casino Hotel, Atlantic City, NJ.

    Click here for registration.  

     

     

     

  • May 15, 2015 10:17 AM | Julie Houle (Administrator)

    FMS is giving back to their community!  On May 15th, FMS members generously donated their time by volunteering at 3 separate locations throughout Massachusetts to support local organizations in need. 

    Family Pantry of Cape Cod

    Habitat for Humanity 

    Children’s Study Home

    Click on the links above to learn more and see some photos.

    We would like to sincerely thank all of the volunteers for their support!

    - The FMS Boston Chapter Officers

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