Upcoming events

    • August 28, 2018
    • 6:00 PM - 9:00 PM
    • Night Shift Brewery, 87 Santilli Hwy, Everett, MA
    Register

    On August 28th, 2018 The FMS Boston Chapter is excited to host our first-ever Summer Social at Night Shift Brewing! 

    We invite both current and prospective members to this event to network with colleagues and learn more about what FMS Boston Chapter has to offer.  

    Please join us for a private event at Night Shift Brewing in the "Annex" from 6-9pm.  This event is free for community bankers and credit union professionals, and $50 for vendors and other non-financial institutions.  Registration includes three drink tickets and light fare.

    Space is limited, register now!

    Casual dress for this event!

    • September 12, 2018
    • 5:30 PM - 8:00 PM
    • Hartford/Windsor Airport Marriott Hotel, 28 Day Hill Road, I-91 at Exit 38 / Windsor, CT
    Register

                           


    The Financial Managers Society and Connecticut Bankers Association are pleased to announce the upcoming meeting featuring accounting professionals from Wolf & Co, P.C. Our presenters will cover the latest guidance and emerging topics pertaining to Financial Institutions. 

    We are excited to introduce an “early talk” into the meeting program this season, to further enhance your experience. As attendees enjoy their salads and prepare for the evening’s presentation, a speaker will provide a short but engaging talk on a current hot topic of interest to financial institutions.

    On September 12th, the talk will be geared toward Pre-Election Chatter. Tom Mongellow, Executive Vice President of the Connecticut Bankers Association, will provide an update on the Washington scene along with landscapes taking shape in Connecticut and Massachusetts. This will surely be of interest to New England professionals.  

    Main Topic:  Accounting & Tax Update

    Speakers:  Marty Caine and Charlie Frago - Wolf & Company, P.C.

    Early Talk”:  Pre-Election Chatter with Tom Mongellow, CBA

    Date & Location:  September 12, 2018 | 28 Day Hill Road, I-91 at Exit 38 / Windsor, CT


    5:30 p.m. - Cocktails & Social

    6:15 p.m. - "Early Talk" & Dinner

    7:00 p.m. - Main Program

    8:00 p.m. - End

    (Qualifies for 1 hour of CPE)

    _____________________________________________________________

    Prerequisites - None

    Program Level - Update

    Advanced Preparation - None

    Delivery Method - Group - Live

    For information regarding refunds, complaints, and program cancellation policies, please contact Karl Brorson at 312-521-1473 or www.fmsboston.org under administrative policies for details on refunds, complaints and cancellation policies.  

    ***East Coast Regional Conference - Hershey, PA***

    Mark your calendars and register today: September 23-25, 2018 - click HERE for more information 

    All registration information and contact info regarding registration:  

    Thomas Mennie at 302-250-4278 or www.fmsphila.com    

    Hope to see everyone there!

    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.

    • September 19, 2018
    • 4:45 PM - 7:30 PM
    • Embassy Suites, 550 Winter Street, Waltham, MA
    Register

    FMS Boston is pleased to announce the upcoming meeting featuring speaker Scott Hildenbrand.  Scott is a Principal and Chief Balance Sheet Strategist at Sandler O’Neill + Partners, L.P. He frequently works with financial institutions on balance sheet strategy development, which includes interest rate risk management, investment portfolio strategy, retail and wholesale funding management, derivative strategy, capital planning, budgeting, and stress testing.  

    We look forward to seeing you there! 

    4:45 p.m. - Social Hour

    5:45 p.m. - Dinner

    6:30 - 7:30 p.m. - Program

    (Qualifies for 1 hour of CPE)

    _____________________________________________________________

    Prerequisites - None      

    Program Level - Update

    Advanced Preparation - None

    Delivery Method - Group - Live


    For information regarding refunds, complaints, and program cancellation policies, please contact Jay Stephens at 978-441-6464 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.


    • September 23, 2018
    • 4:00 PM
    • September 25, 2018
    • 8:00 PM
    • The Hershey Hotel

    Sept 23 -25, 2018!    

    The FMS East Coast Regional Conference is coming to Hershey, PA!!

    Join us at the Hershey Hotel to exchange ideas with a host of experts on current legislative, regulatory, tax, accounting and profitability issues.   

    Click HERE for more information - hope to see everyone there!


    All registration information and contact info regarding refunds, complaints, and program cancellation policies:  Thomas Mennie at 302-250-4278 or www.fmsphila.com    

    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.

Past events

June 11, 2018 FMS Boston Chapter Dinner Event @ FMS Forum in Orlando, FL
May 14, 2018 26th Annual FMS Golf Tournament and Dinner
May 04, 2018 FMS Boston Chapter's Annual Community Day - Mill City Grows
April 24, 2018 Past Presidents' Night & Technology Update - Waltham
April 24, 2018 FMS Boston Chapter & CBA - ALCO Update - Windsor, CT
March 28, 2018 Re-Scheduled Meeting: Investment Strategies with SunTrust - Windsor, CT
March 20, 2018 CECL Update with Visible Equity - Waltham
February 27, 2018 Balance Sheet Strategies - Waltham
January 23, 2018 Commercial Real Estate Update - Waltham
December 13, 2017 Interest Rate Derivatives: Trends and Recent Developments with PNC - Windsor, CT
November 28, 2017 Economic Update - Waltham
October 26, 2017 Regulatory & Legal Update with CFM - Windsor, CT
October 18, 2017 2017 Financial Institutions Finance & Accounting Conference
September 26, 2017 Strategic Planning - Waltham
September 17, 2017 2017 FMS East Coast Regional Conference
May 15, 2017 25th Annual Golf Tournament and Dinner
May 05, 2017 FMS Boston Community Day - Mill City Grows
May 05, 2017 FMS Boston Community Day - The Family Pantry
May 02, 2017 ALCO Update with Jim Clarke - Western MA / CT
April 25, 2017 Past Presidents' Night - Investments Update
March 28, 2017 Accounting Update - Waltham
February 28, 2017 ALM Update - Waltham, MA
February 15, 2017 Accounting Update: Practical Approaches to CECL - Windsor, CT
January 31, 2017 Real Estate Update - Waltham, MA
December 01, 2016 Balance Sheet Strategies - Windsor, CT
November 29, 2016 Economic Update - Waltham, MA
October 19, 2016 2016 Financial Institutions Finance & Accounting Conference
October 12, 2016 Investments Update with Performance Trust - WINDSOR, CT
September 18, 2016 The 2016 East Coast Regional Conference
August 22, 2016 The 3nd Annual Deb Jackson Memorial Golf Classic
June 12, 2016 The 2016 Finance & Accounting Forum
May 20, 2016 2nd Annual Community Commitment Day
May 16, 2016 The 24th Annual FMS Golf Tournament and Dinner
May 09, 2016 Financial Managers School
May 03, 2016 ALCO Update with Jim Clarke - WINDSOR, CT
April 26, 2016 Past Presidents' Night - Real Estate Update
March 22, 2016 ALCO Update - WALTHAM, MA
February 23, 2016 Regulatory and Investment Strategies Update
February 10, 2016 Dinner Meeting - WINDSOR, CT
January 26, 2016 Technology/Information Systems Update
December 09, 2015 Balance Sheet Strategies - WINDSOR, CT
November 17, 2015 Core Provider Update
October 21, 2015 Financial Institutions Finance & Accounting Conference
October 13, 2015 Cybersecurity Update - WALTHAM, MA
October 13, 2015 Investments Update - WINDSOR, CT
September 20, 2015 2015 East Coast Regional Conference
September 15, 2015 Accounting and Tax Update
NOTE: The preceding monthly chapter meetings have been developed and reviewed by the current and previous Chapter Officers, which includes a Certified Public Accountant in good standing.

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