The Daily Dividend: FMS Publications

News, notes and insights from around the industry

MARCH 13, 2017
Reading Shelf: Digital Lending
By Mark Loehrke, Editor, Financial Managers Society

Is your institution prepared to compete in a world that continues to go more and more digital?

In The Financial and Service Opportunities of Digital Lending Technology for Community Institutions, his new piece for FMS Perspectives, Jeffrey Harper from BSG Financial Group argues that being truly prepared means having the ability to meet consumers on their terms when it comes to loans – that is, the speed and convenience of a digital lending platform. 

Because if they can’t get that speed and convenience from their community institution, chances are they’ll be looking elsewhere.

MARCH 7, 2017
Extra! Extra! New FMS Update now available!
By Mark Loehrke, Editor, Financial Managers Society

FMS UpdateBe sure to check out the latest issue of FMS Update for:

 A deeper dive with Deb Donaldson into the best practices, regulatory expectations and common mistakes in IRR modeling she covered in her recent FMS webinar

 A look at the renewed regulatory scrutiny surrounding sales practices and incentive compensation

  An introduction to FMStv, our new online video portal

 A roundup of recent additions to our library of white papers and Perspectives articles. 

All of these stories, plus a Q&A with Greg Mills from Elements Credit Union in the Member Spotlight, are available in today's issue.

FEBRUARY 28, 2017
Tune In!
By Autumn Wolfer, Director, Marketing and Membership, Financial Managers Society

FMStv EpisodeFormer FCC chairman Newton Minow may have once famously described television as “a vast wasteland,” but then old Newt hadn’t had a chance to check out FMStv way back in 1961. Here in 2017, FMStv joins the ranks of exciting new FMS resources and benefits, including this blog, FMS Plus and the Community Bank Investment Index.

This online digital education portal is a brand new way to stay up to date on the latest industry topics and solutions with commentary and analysis from leading experts in their respective fields, and is now on the air with its very first episode on the proud history and bright future of FMS. FMStv is accessible via desktop, tablet or smartphone, allowing you to tune in wherever and whenever it’s convenient. Videos will be added throughout the year, and will be searchable by category, topic, company and solution as the library grows.

So tune in to FMStv today – we’re sure you’ll find it to be anything but a vast wasteland. And if you’re looking for an affordable way to showcase your company’s thought leadership on industry-relevant topics, be sure to get in touch for information on how to get on the air on FMStv.   

FEBRUARY 21, 2017
Extra! Extra! New FMS Update now available!
By Mark Loehrke, Editor, Financial Managers Society

FMS UpdateBe sure to check out the latest issue of FMS Update for: 

 A Q&A with Robert Perry of ALM First on hedging interest rate risk

 A preview of The FMS Forum 2017 in Las Vegas

 A look at the results of a recent study on banking customers’ attitudes toward banking technology

 A wrap-up of recent movement on the FMS Board

All of these stories, plus a sit-down with Marshall Community Credit Union CFO Julie Zink in the Member Spotlight, are available in today’s issue. Enjoy!


FEBRUARY 15, 2017
Reading Shelf: ALLL and More
By Mark Loehrke, Editor, Financial Managers Society

In his new Perspectives piece Analyzing Your institution’s Portfolio Risk Within Your ALLL, Jamie Buzzerio of Sageworks outlines four ways that institutions can use their existing allowance-calculation data to better understand the risk in their portfolio and provide even more risk intelligence.

Give it a read, and while you’re browsing the FMS Perspectives reading shelf be sure to check out some of our other recent additions.  

FEBRUARY 8, 2017
Extra! Extra! New FMS Update now available!
By Mark Loehrke, Editor, Financial Managers Society

FMS UpdateAn early deadline – not to mention the lack of a sports section – prevented us from covering New England’s amazing comeback victory on Sunday, but there are lots of other good things to read about in the latest issue of FMS Update, including:   

Regulatory Roundup
Despite a lack of major new proposals in the works, a new study from Deloitte sees plenty to keep institutions busy in 2017. 

Questioning CECL
As CECL bears down, a handful of regulatory agencies have teamed up with an 18-page FAQ document covering the new accounting standard.

Call to Action
The revolution will not be itemized – or something like that. Ann Thomas offers a few thoughts on the newly streamlined Call Report. 

Sounding Board
If you or someone you know has had a seat on the FMS Board of Directors on the old bucket list, our Call for Nominations is a great step toward checking that life-goal box. 

All of these stories, plus the Member Spotlight, are ready and waiting in this issue.  As always, if you have an idea for a future Update story or a good subject for our Member Spotlight, be sure to let us know.

FEBRUARY 3, 2017
Reading Shelf: Two New Perspectives
By Mark Loehrke, Editor, Financial Managers Society

Since there doesn’t figure to be anything terribly compelling on television this weekend, it’s probably a great time to just fire up some chicken wings and guacamole and settle in with a couple of super new pieces on the FMS Perspectives reading shelf. 

Steady As She Goes
Janet Yellen, that is, who didn’t have much to say this week as her FOMC opted to leave rates unchanged in its first meeting of 2017. The committee’s accompanying statement, however, had plenty of optimistic observations about the current state of the U.S. economy, stoking the general sentiment that the Fed’s intended rate increases for the remainder of the year are likely still on track. In light of the lack of movement this week but the expected moves ahead, Robert Segal of Atlantic Capital Strategies says in his latest Fed report that institutions may have some interesting investment decisions to make.  

Streamlining Reconciliation 
Is it possible for reconciliation to be something more than simply a spreadsheet-crazy and labor-intensive exercise? Is there more strategic insight and value to be gleaned from automating and standardizing the process across the institution? Eric Werab from Fiserv lays out the argument for a better, more streamlined reconciliation process in three parts in his recent article.


Mark Loehrke

Danielle Holland

Tom King
Director of Professional Development

Autumn Wolfer
Director of Marketing/Membership