Upcoming events

    • November 27, 2018
    • 4:00 PM - 7:45 PM
    • Embassy Suites, 550 Winter Street, Waltham, MA

    Dinner Session

    Join us for a post-election market and economic update with Brian Battle, Principal and Director at Performance Trust Capital Partners in Chicago, IL.  

    Brian will review current market conditions, economic trends and the threats and challenges that we face in 2019 and beyond. He will examine the dangers and opportunities today and how to prospectively manage the interest rate, regulatory and political risks.

    He is recognized nationwide as a market expert who provides valuable insight on issues related to liability management, mortgage securities, general market and taxable municipal bonds. He is a frequent on-air commentator for CNBC, Fox Business News, National Public Radio, Chicago Tonight and Bloomberg TV, and has been quoted in the Wall Street Journal, Chicago Tribune and numerous online financial news sources. His 30 years of market experience in analyzing, underwriting and trading has proven to be a tremendous asset for the company as well as the industry. As an expert resource, he utilizes his expertise to bring our disciplined analytical approach to the middle markets in the financial industry.

    Brian holds a Bachelor of Science degree in business and economics from Winona State University in Minnesota and an MBA from DePaul University. He is a past president of the Municipal Bond Club of Chicago and an instructor at the Municipal Bond School in Chicago.

    Early Session - Leadership Lessons for Collaborative Communication

    Prior to our social hour we have Elise Bechard from Impact Performance Group discussing the important role of Emotional Intelligence in leadership and effective communication.  She will identify essential behaviors that set true leaders apart.  To help us grow as leaders, she will provide some actionable steps to establish the positive habits that develop our ability to communicate more collaboratively and increase our emotional intelligence.  

    Elise Bechard is a Relationship Manager with Impact Performance Group.  She has facilitated leadership programs for companies such as UnitedBank, Marriott, Cambridge Savings Bank, Charles Schwab and Webster Bank.

    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.  We will be hosting a session on speaking skills 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!

    Toys For Tots

    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 

    We look forward to seeing you there! 

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

    5:00 p.m. - Social Hour

    6:00 p.m. - Dinner

    6:45 - 7:45 p.m. - Program (Qualifies for 1 hour of Technical Economics CPE)


    Prerequisites - None      

    Program Level - Update

    Advanced Preparation - None

    Delivery Method - Group - Live

    Having trouble registering for the event as a member?  Join or renew your membership first by clicking here.

    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.

Past events

November 14, 2018 FMS Boston Chapter & CBA - Economic & Regulatory Update: Post-Election Panel - Windsor, CT
October 23, 2018 2018 Financial Institutions Finance & Accounting Conference
September 23, 2018 The 2018 East Coast Regional Conference Sept 23-25, 2018
September 19, 2018 Balance Sheet Strategies - Waltham
September 12, 2018 FMS Boston Chapter & CBA - Accounting and Tax Update - Windsor, CT
August 28, 2018 FMS Boston Chapter Summer Social @ Night Shift Brewing
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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