What sets The FMS Forum apart from other industry events is the renowned education program. With education selected BY and specifically FOR community bank and credit union professionals our schedule is packed full of today's most relevant topics and industry trends.


*As of May 8, 2017 - Subject to Change

Breakout Session Color Key: Finance, Accounting, Internal Audit and Risk Management, and Strategic Issues

Friday, June 23
6:00 PM - 8:30 PM  FMS Board of Directors Reception and Dinner (By Invitation Only)
 Saturday, June 24
8:00 AM - 12:00 PM  FMS Board of Directors Meeting (By Invitation Only)
11:00 AM - 3:00 PM   Registration Open
12:00 PM - 1:00 PM  FMS Board of Directors, Chapter Officers, and Advisory Councils Luncheon (By Invitation Only)
1:00 PM - 2:00 PM  Joint Chapter Officers - Advisory Councils Meeting (By Invitation Only)
2:00 PM - 3:00 PM  Chapter Officer Roundtable (By Invitation Only)
2:00 PM - 3:00 PM  Advisory Councils Roundtable (By Invitation Only)
 Sunday, June 25
7:00 AM - 1:00 PM  FMS Golf Outing at Bear's Best (Additional registration required. Registration for the golf outing will NOT be available in Las Vegas.)
8:00 AM - 1:00 PM   Red Rock Canyon Tour (Additional registration required)
 12:30 PM - 7:00 PM   Registration Open
2:00 PM - 5:00 PM  CFO Roundtable (By Invitation Only)
 5:30 PM - 6:30 PM  Newcomers Reception (By Invitation Only)
 6:30 PM - 8:00 PM  Welcome Reception (Sponsored by IZALE Financial Group)
Monday, June 26
7:00 AM - 7:00 PM Registration Open 
  7:00 AM - 7:45 AM
Networking Breakfast in the FMS Marketplace
  8:00 AM - 9:00 AM
Welcome Remarks and Opening General Session
  Future Forces: Leadership Insights for Driving Performance and Growth in the Connected Age
  Seth Mattison, Founder and Chief Movement Officer, FutureSight Labs
9:15 AM - 10:30 AM
Breakout Sessions
Lease Accounting and Loan Covenants: What is the Impact? (Accounting)
How to Improve Your Liquidity Position (Finance)
Cybersecurity: Top Threats, Trends and Strategies (Internal Audit and Risk Management)
Best Practices in Delivery Channel Optimization (Strategic Issues)
 10:30 AM - 11:30 AM Networking Break in the FMS Marketplace
 11:45 AM - 12:45 PM Breakout Sessions
CECL: Where Do We Go From Here? (Accounting)
Non-Maturity Deposit Modeling: Leading Practices (Finance)
The Three Blurred Lines of Defense (Internal Audit and Risk Management)
Big Data: Practical Uses for Financial Institutions (Strategic Issues)
 1:00 PM - 2:00 PM Annual Business Meeting and Awards Luncheon (sponsored by BKD LLP)
2:15 PM - 3:30 PM Breakout Sessions 
How State Nexus Rules Impact You (Accounting)
CFO: Chief Five + Offer
Model Validation of Deposit and Loan Behavior Forecasts: A Brave New World (Internal Audit and Risk Management)
Top Trends Shaping Retail Banking (Strategic Issues)
3:30 PM - 3:45 PM Refreshment Break 
3:45 PM - 4:45 PM Breakout Sessions
ERM: Aligning Risk with Strategy and Performance (Accounting)
Manage Your Balance Sheet Through a Sea of Regulations
Vendor Performance Management: The New Mandate (Internal Audit and Risk Management)
What If Rates Go to Zero? Strategies for Survival (Strategic Issues)
4:45 PM - 6:00 PM Happy Hour in the FMS Marketplace  
6:30 PM - 9:00 PM  Past Chair's Reception and Dinner (By Invitation Only)
Tuesday, June 27
7:00 AM - 5:00 PM Registration Open 
7:00 AM - 7:45 AM Networking Breakfast in the FMS Marketplace
 8:00 AM - 9:00 AM Opening Remarks and General Session
   The Economics and Politics of Rising Rates
  James Johannes, Director, Puelicher Center for Banking Education and Director, Office of Education, UW - Madison
 9:15 AM - 10:30 AM
Breakout Sessions
Where Are You in the CECL Process: A Panel Discussion (Accounting)
Rising Rates and Deposit Assumptions: Key Components to Strategy Development
Effectively Communicate with Your Audit Committee(Internal Audit and Risk Management)
Millennials: Make Them Happy and Keep Them [Productive] (Strategic Issues)
10:30 AM - 11:00 AM Networking Break in the FMS Marketplace (sponsored by BMO Capital Marketplace) 
11:00 AM - 12:00 PM Breakout Sessions
Using Profitability to Incentivize the Right Behavior (Accounting)
Building an Effective Stress-Testing Process
CRE Concentrations: Practical Management Techniques (Internal Audit and Risk Management)
How to Prepare Your Institutions for Mergers and Acquisitions (Strategic Issues)
12:00 PM - 1:30 PM Bank and Thrift Accounting and Regulatory Update and Luncheon
 12:00 PM - 1:30 PM Credit Union Accounting and Regulatory Update and Luncheon
1:30 PM - 2:30 PM Dessert in the FMS Marketplace (sponsored by Promontory Interfinancial Network)
2:30 PM - 3:45 PM Breakout Sessions
CECL Data Points: What You Need to Get Started (Accounting)
SWOT Your Competition: Leveraging Peer Data to Empower Your Strategic Plan
Internal Audit Roundtable (Internal Audit and Risk Management)
Improving Profitability No Matter What Rates Do: Living Process Improvement (Strategic Issues)
3:45 PM - 4:00 PM Refreshment Break 
4:00 PM - 5:00 PM Breakout Sessions
Public Pensions: What They Mean for Your Municipal Portfolio (Accounting)
New Administration, New Policies: Strategies for Trumponomics  (Finance)
Internal Audit Roundtable (Internal Audit and Risk Management)

Back to top

@FMS_inc had it going on with an app for this year's Forum! We had a great time as sponsors and are proud to be members!
–IZALE Financial Group