News

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  • August 10, 2020 9:29 AM | Karl Brorson (Administrator)

    The FMS Boston Chapter Officers are pleased to welcome Andrew Billeter, Audit Senior Manager Wolf & Company, P.C., and James Dowling, Vice President and Controller at Liberty Bay Credit Union, as incoming Secretary and Membership Officer, respectively.

    We will formally introduce our 2 incoming Officers at our virtual kick-off meeting in September (see “Upcoming Events” page for more information). 

    In the meantime, please join us in welcoming both Andrew and James as our newest Officers to the FMS Boston Chapter!


  • July 08, 2020 4:30 PM | Karl Brorson (Administrator)

    The well-being of our FMS conference attendees is our highest priority, so we are postponing the FMS East Coast Regional Conference.  Please join us at Gurney’s Newport Resort & Marina, September 26-28, 2021, in Newport, Rhode Island, to exchange ideas with colleagues and experts.  

    We look forward to welcoming you in Newport in September 2021!

    If your are interested in sponsoring, please reach out to Jerry Gagne (ggagne@wolfandco.com), Julie Houle (julie.houle@rsmus.com), or Susan Hannigan (susanj.hannigan@gmail.com)

    Click here for more details: https://fmsecrc2020.wildapricot.org/

  • January 28, 2020 12:52 PM | Jean-Pierre Lapointe (Administrator)

    Please visit our website for the 2020 FMS East Coast Regional Conference taking place at Gurney's in Newport, RI  from September 13 - 15, 2020 hosted by the FMS Boston Chapter. 

    https://fmsecrc2020.wildapricot.org/

  • October 29, 2019 11:48 AM | Karl Brorson (Administrator)

    FMS Boston Chapter is hosting the 2020 East Coast Regional Conference in Newport, RI. Make sure to save the date - Sept 13-15 2020 - and check out more information at: https://www.fmsinc.org/FMS/FMSEvents/Event_Display.aspx?EventKey=CHNYECR20


  • May 22, 2019 1:56 PM | Jason Kulak

    Are you interested in only attending one day of the 2019 FMS Forum in the Boston Seaport or want to send a fellow employee to expand their strategic mindset on issues impacting the industry or maybe just for some much needed CPE as the June 30th renewal period closes in?  You are in luck as day rates were recently released for the Forum.  Please see the link to the registration form below!

    registration_form-dayrate-fillable Copy.pdf

  • May 14, 2019 9:54 AM | Jason Kulak

    The Boston Chapter will award at least one $1,000 scholarship annually to a current member's child or grandchild whom meet criteria set annually by the Chapter's Scholarship Committee. 

    In 2019, the Scholarship Committee will also consider applications from current members enrolled in an undergraduate or graduate program or with outstanding student debt from such a program.

    Please complete an application below and send to the FMS Secretary:

    Jason Kulak

    c/o Wolf & Company, P.C.

    99 High Street, Floor 21

    Boston, MA 02110

    Or email it to:  JKulak@wolfandco.com  

     

    Scholarship application for a child or grandchild of a current FMS Boston member

    Scholarship application for a current FMS Boston member


  • April 11, 2019 7:43 AM | Jason Kulak

    The FMS Boston 2019 Chapter By-laws are here!  Please take a moment to review as we will be voting on these at our April 30th meeting.

    2019 Chapter Bylaws.pdf

    2019 Chapter Bylaws Redlined.pdf


  • February 28, 2019 1:35 PM | Karl Brorson (Administrator)

    The FMS Boston Chapter is pleased to announce this year's opportunity to apply for the FMS National Scholarship Program. The 2019 FMS Finance and Accounting Scholarship will award one (1) $5,000 scholarship to an eligible college student majoring in an accounting or finance-related field. This scholarship is a non-renewable scholarship. This is not limited to FMS National or Boston Chapter members - anyone can apply as long as the  applicant is:

    • Currently enrolled in a two- or four-year accredited institution of higher education pursuing a degree in finance and/or accounting
    • Currently enrolled in their first, second, or third year of undergraduate-level education. High school and graduate-level students are not eligible for this scholarship.
    • Able to present documentation of a cumulative grade point average of at least 3.0 on a 4.0 scale (or equivalent)
    • Willing to provide full transcript history from their educational institution

    Below is a link to apply online and all applications must be submitted to Taylor Weathers (TWeathers@FMSinc.org) no later than Friday, April 19, 2019 :

    https://www.fmsinc.org/FMS/Awards_and_Scholarship_Program/2019/fms_finance_and_accounting_scholarship.aspx

  • February 11, 2019 3:20 PM | Karl Brorson (Administrator)

    Please mark your calendars now for the upcoming East Coast Regional Conference, September 8-10 in Long Branch, NJ. The New York / New Jersey FMS Chapter is hosting this year's gathering taking place at Ocean Place Resort and Spa in Long Branch, New Jersey. More information to come, however, if you have any questions or need more information, reach out to Amy Wheatley at 800-967-4512 or awheatley@mbssecurities.com. Hope to see you there!


  • November 29, 2018 2:11 PM | Julie Houle (Administrator)

    Thank you so much to all who attended our November dinner meeting.  Our Toys for Tots collection drive was a huge success!  We were thrilled to have Elise Bechard from Impact Performance Group provide techniques to improve our own Emotional Intelligence and help us to grow as leaders.  Elise was followed by Brian Battle, Principal and Director at Performance Trust Capital Partners, who provided so many insights into the current political and economic environment.  Thank you to Performance Trust for sponsoring our cocktail hour.  Happy Holidays to everyone and see you the New Year!

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