The Daily Dividend: FMS Education

News, notes and insights from around the industry

APRIL 20, 2017
The Road to Vegas, Part V: Let's See a Show
By Hilary Collins, Assistant, Publications and Research, Financial Managers Society

Are you coming to the FMS Forum in June? If so, your days will be filled with plenty of education and networking, but when it comes to your evenings, it probably goes without saying that Las Vegas has you covered. Here are just a handful of the exciting things going on in the desert in late June:

Veteran illusionist David Copperfield makes stuff levitate and disappear at the MGM Grand June 23-27. 

Comedian-ventriloquist Jeff Dunham and his puppet crew pull some strings at Caesar’s Palace on June 23.

The Backstreet Boys are back (alright) at Planet Hollywood on June 23, while Queen and Adam Lambert will be rocking T-Mobile Arena on June 24. Break out the ten-gallon hat for Reba, Brooks and Dunn at Caesar’s Palace on June 24, or catch the throwback sibling act of Donny and Marie Osmond at the Flamingo on June 23, 24 and 27.

Cirque du Soleil is all over the Strip, including Mystère at the Treasure Island, while the cobalt percussionists of Blue Man Group keep the party going at Luxor.

So register for the Forum today to secure your spot for the best industry education all day and the best of Vegas all night long!

Catch up with the rest of the Road to Vegas series: Part I // Part II // Part III // Part IV

APRIL 18, 2017
By Hilary Collins, Assistant, Publications and Research, Financial Managers Society

With winter in the rearview mirror the migratory bird population may be headed back north, but those looking for informative and engaging financial education should be headed south, as FMS presents a three-pronged program in Atlanta this May. 

Things kick off on May 9 and 10, with The ALM/IRR Process from Three Perspectives, featuring Deb Donaldson, president and CEO of Alpha-Numeric Consulting, LLC. Deb’s comprehensive presentation will provide a great overview of the best practices in ALM/IRR modeling, as well as the top ten modeling mistakes and how to avoid them, characteristics of effective ALCO reporting, stress testing tips and much more.

Also on May 9 and 10, longtime FMS presenter Mike Umscheid of ARCSys will cover a topic that’s starting to find its way onto everyone’s agenda in Everything You Need To Know About CECL, featuring a step-by-step look at all of the preparations and regulatory challenges your institution needs to be aware of in order to be ready for this major standard change.

Finally, on May 11 and 12, Mark Haberland and Joseph Kinnerson of Darling Consulting Group will lead the two-day program Develop a Strategically Focused ALCO, with a focus on risk management and earnings enhancement.

All three of these terrific programs will take place at the gorgeous Grand Hyatt, where an affordable group rate is available for all FMS attendees. You can also save $200 by registering for both the ALM and ALCO programs. 

See you in Hotlanta!

APRIL 13, 2017
The Road to Vegas, Part IV: Big in Vegas
By Hilary Collins, Assistant, Publications and Research, Financial Managers Society

The FMS Forum is going to be an opportunity to connect with colleagues in the industry and a chance to get insight and wisdom from experts – including the one and only Seth Mattison

Founder and chief movement officer at FutureSight Labs, Seth is an authority on workforce trends and intergenerational dynamics. He helps leading brands and organizations adapt quickly and proactively to changes in the marketplace, harness the power of their top talent and establish an ongoing system to nurture the best ideas.

Seth’s work at FutureSight is all about using personal experience and cutting-edge research to bring new viewpoints and answers to key strategic issues that challenge today’s leaders. His knowledge can help guide organizations through the brand new problems that confront us every day – and come out even better on the other side.

Seth will kick things off speak on Monday, June 26, with his opening general session “Relationship Revolution: Evaluate Your Value to Address the Needs of your Customers Today and Tomorrow.” Register today to join us in Vegas for Seth’s insights and much, much more! (Only two more days to get the early bird discount!)

Catch up with the rest of the Road to Vegas series: Part I // Part II // Part III
APRIL 10, 2017
FMS Webinar: The Leadership Effectiveness Loop
By Hilary Collins, Assistant, Publications and Research, Financial Managers Society

FMS logoA high-quality organization is comprised of high-quality employees – and high-quality employees are found, retained and developed by high-quality leaders.

Our upcoming webinar The Leadership Effectiveness Loop on Tuesday, April 25, will delve into how to be the best leader you can be and how to maximize your personal and organizational effectiveness. In this live session, Julia Johnson, Senior Manager with Wipfli LLP, will illuminate the skills a competent leader needs and discuss the importance of communication in the leadership equation.

It’s something everyone can learn from, so be sure to join us next week for this complimentary webinar. (Not a member? Join today!)
APRIL 6, 2017
The Road to Vegas, Part III: Swingers
By Hilary Collins, Assistant, Publications and Research, Financial Managers Society

With the Masters teeing off at Augusta today and temperatures across much of the nation starting to resemble something close to springtime, you may be thinking about hitting the links for a round of eighteen yourself. If so, we’ve got something for you to look forward to – a beautiful morning on a world-class course at the FMS Forum in Las Vegas.
On Sunday, June 25th, we’ll be greeting the day bright and early at Bear’s Best, a course of Jack Nicklaus favorites featuring lush fairways and stunning views. It promises to be a great way to kick off the Forum and a wonderful opportunity to bond with some of your fellow financial professionals over something much more pleasant than CECL.

Time is running out to take advantage of early bird registration for the Forum, so register by April 15th to save $100! (Additional registration required for the golf outing.)

APRIL 4, 2017
Checking in on the Chapters: April Events
By Hilary Collins, Assistant, Publications and Research, Financial Managers Society

FMS Daily DividendWe’ve stepped into a new month, and our chapters have new educational opportunities to offer to their communities! Here’s a list of some of the offerings in April:

Join the Wisconsin Chapter for an economic update with Marc Gall, discussing trends in today’s national climate. The afternoon and evening session will be in held in Milwaukee on April 19.

The New York/New Jersey Chapter is offering a half-day seminar with the New Jersey Bankers Association in Hackensack on April 21 covering interest rate risk management, performance measurement and more.

Also on April 21, the Philadelphia Chapter will be hosting an all-day seminar touching on cybersecurity, enterprise risk management and other of-the-moment topics.

Finally, the Boston Chapter is hosting a dinner in Waltham, Mass. on April 25 featuring an investments update session led by Ryan Henley.

FMS has eight regional chapters that provide year-round education and networking events – find one in your area today!

MARCH 30, 2017
FMS Webinar: Effectively Communicating to the Audit Committee
By Mark Loehrke, Editor, Financial Managers Society
FMS logoIt’s one thing to know what communication needs to occur between auditors and audit committees – it’s quite another to know how to make that communication as transparent and effective as possible. 

Our upcoming webinar Effectively Communicating to the Audit Committee on Thursday, April 6 can help. In this live session, FMS Board Member Scott Baranowski of Wolf & Company will provide an overview of what questions your audit committee should be asking auditors, and how you can better understand the most important considerations when dealing with management.

So be sure to join us next week for this complimentary webinar. (Not a member? Join today!)


Mark Loehrke
Editor and Director, Publications and Research

Danielle Holland

Autumn Wolfer
Director, Membership and Marketing

Hilary Collins
Assistant, Publications and Research