Upcoming events

    • November 28, 2017
    • 4:00 PM - 8:00 PM
    • Embassy Suites, 550 Winter Street, Waltham, MA
    Register

    Dinner Session

    Please join us for an economic update with Donald Ratajczak, Ph.D., Economist at Raymond James

    Dr. Ratajczak is one of the leading econometric forecasters in the country and currently serves as Regents Professor Emeritus of Economics at Georgia State University.  He has developed econometric models for the United States, the Southeast, and several individual states.  He produces two regular publications for Raymond James, including weekly economic commentary and a monthly forecast of short-term national financial conditions.  His media appearances include CNBC, NBC and CNN. Dr. Ratajczak received his BA from Haverford College and his Doctorate of economics from the Massachusetts Institute of Technology. 

    Early Session

    We are asking all of our members to invite a young colleague, mentee, or other individual you see as an emerging leader in the industry.  Leesa Schipani of Kardaslarson will be hosting a session in on “building networks” and why it is critical skill of a successful leader.  Following that session, Emerging Leaders will be invited join us in networking, dinner, and our evening monthly meeting. Bring your business cards!

    In the spirit of the holiday season, FMS Boston Chapter will be collecting toys, books and other gifts for less fortunate children. 

    Please bring an unwrapped gift for a group donation to Toys For Tots.


    We look forward to seeing you there! 

    4:00 p.m. - Early Session (Qualifies for 1 hour of Professional Development CPE)

    5:15 p.m. - Social Hour

    6:15 p.m. - Dinner

    7:00 - 8:00 p.m. - Program (Qualifies for 1 hour of Technical Economics 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.

    • December 13, 2017
    • 5:00 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 PNC Capital Markets. Here is your opportunity to get up to date on what is happening with changes to depository institution's balance sheet outlook, learn where the trends are heading and understand where there is value.   

    5:00 p.m. - Cocktail Hour

    6:00 p.m. - Dinner

    7:00 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 Susan Hannigan at 978-323-4798 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.

    • January 23, 2018
    • 5:15 PM - 8:00 PM
    • Embassy Suites, 550 Winter Street, Waltham, MA
    Register

    Save the Date!

    • February 07, 2018
    • 5:00 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 Mike Davis at SunTrust. Mike is going to share on a "Framework for Strategic Planning in the Bond Portfolio." As rates continue to be volatile, hear more about the outlook for the future and how to be prepared for changes in the fixed-income market.   

    5:00 p.m. - Cocktail Hour

    6:00 p.m. - Dinner

    7:00 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 Susan Hannigan at 978-323-4798 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.

    • February 27, 2018
    • 5:15 PM - 8:00 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! 

    5:15 p.m. - Social Hour

    6:15 p.m. - Dinner

    7:00 - 8:00 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.

    • March 20, 2018
    • 5:15 PM - 8:00 PM
    • Embassy Suites, 550 Winter Street, Waltham, MA
    Register

    Save the Date!

    • April 05, 2018
    • 5:00 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 Jim Clarke of Clarke Consulting.  

    5:00 p.m. - Cocktail Hour

    6:00 p.m. - Dinner

    7:00 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 Susan Hannigan at 978-323-4798 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.

    • April 24, 2018
    • 5:15 PM - 8:00 PM
    • Embassy Suites, 550 Winter Street, Waltham, MA
    Register

    Save the Date!

Past events

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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