Overview
The Finance & Accounting Forum is FMS’s largest conference of the year. Designed by financial professionals for financial professionals, this conference focuses on the major driver of success for any financial institution – the balance sheet. You’ll walk away with new ideas, sharpened skills and strategies to improve you bottom line.
Learning Objectives
What you’ll find at The Forum:
Winning strategies for improving your institution’s performance
Real-life advice from peers who face the same challenges you do
Improved tools for managing your institution’s assets and liabilities
Better pricing methodologies to edge out the competition
Help in handling the ever-changing regulatory landscape
New ways to meet compliance demands
Tactical insights for taking your career to the next level
Agenda
June 21, 2009 | | |
6:30 - 8:00 p.m. | | Opening Reception |
June 22, 2009 | | |
7:15 - 8:00 a.m. | | Continental Breakfast |
8:00 - 9:15 a.m. | | Opening General Session |
9:15 - 10:20 a.m. | | Networking Break in Marketplace Exhibit Hall (View Participating Companies)
|
10:20 a.m. - Noon | | Concurrent Sessions |
Noon - 1:00 p.m. | | Networking Lunch |
1:10 - 2:25 p.m. | | Concurrent Sessions |
2:25 - 3:20 p.m. | | Networking Break in Marketplace Exhibit Hall (View Participating Companies) |
3:20 - 5:00 p.m. | | Concurrent Sessions |
5:00 - 6:30 p.m. | | Reception in Marketplace Exhibit Hall (View Participating Companies) |
June 23, 2009 | | |
7:15 - 8:00 a.m. | | Continental Breakfast |
8:00 - 9:15 a.m. | | General Session: Inter-agency Accounting & Regulatory Update |
9:15 - 10:15 a.m. | | Networking Break in Marketplace Exhibit Hall (View Participating Companies) |
10:15 - 11:55 a.m. | | Concurrent Sessions |
Noon - 12:50 p.m. | | Networking Lunch |
1:00 - 1:50 p.m. | | Concurrent Sessions |
2:05 - 2:55 p.m. | | Concurrent Sessions |
3:10 - 4:25 p.m. | | Concurrent Sessions |
CPE Credit Hours
Earn up to 17 hours of CPE credit. (Up to 14 hours for the concurrent sessions and 3 hours for the pre-conference workshop.)
Level: Basic, Intermediate and Advanced
Prerequisites: None
Advance preparation: None
Field of Study: Accounting, Auditing, Economics, Finance, Management Advisory Services and Taxes
Instructional Mode: Group-Live
The Financial Managers Society, Inc. 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. Complaints regarding registered sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org
For more information regarding administrative policies such as complaints or refunds, call 800-ASK-4FMS (800-275-4367). FMS has also entered into individual sponsor agreements with a number of states. For additional information, please call 800-ASK-4FMS (800-275-4367).
Who Should Attend
Designed specifically for financial professionals from community financial institutions, the beauty of this customized experience is that it’s perfect for financial professionals with all levels of experience. Select sessions that best meet your needs today. Our typical attendees are:
Meeting Location Information
Set in the heart of a mountain paradise, Keystone has plenty of adventurous ways to incorporate the natural surroundings into your busy Forum agenda.
Two award-winning golf courses wind along the Snake River and up through alpine meadows. Nearly sixty miles of trails - from scenic singletrack to screaming downhill runs - provide some of the best mountain biking in the country. And then, of course, there’s all the hiking, horseback riding, fly-fishing, whitewater rafting, festivals, films, concerts, and so much more to do.
It’s good there are 300 days of sunshine each year in Keystone. With everything there is to do here, you’ll need it!
Keystone Resort & Conference Center
| Area: Room Type | Singe Rate | Double Rate |
| Lakeside Village: Keystone Lodge-Deluxe Room | $154.00 | $169.00 |
| Lakeside Village: Keystone Lodge-Loft Suite | $169.00 | $184.00 |
| Mountain House: Inn at Keystone-Standard Room | $114.00 | $129.00 |
| Mountain House: Inn at Keystone-Suite | $135.00 | $150.00 |
| Lakeside Village or North Keystone: Condo-Studio | $144.00 | $159.00 |
| Lakeside Village or North Keystone: Condo-1 Bedroom | $154.00 | $169.00 |
| Lakeside Village or North Keystone: Condo-2 Bedroom | $225.00 | $225.00 |
(Learn more about lodging options.)
Deadline for rate: May 18, 2009
Call the hotel directly at 800-258-0437 for the special rate. You must identify yourself as part of the Financial Managers Society program (group code CG0FMSF). to receive the preferred rate. Reservations are limited to availability, so book early to insure your savings.
Faculty
Call for PresentationsDecember 1,
2008The deadline for Call for Presentations submissions is December 1, 2008. Session and presenters will be announced in January, 2009. For more details click the Speaker Opportunities link below.
Fees
$995.00 Members
$1195.00 Nonmembers
$1095.00 Staff/Coworkers
Register
Early Bird & Team Discounts
Register by May 1, 2009 for the early bird rate listed above. After May 1, 2009, all rates increase by $100. Plus, save an additional $100 per person when you register two or more employees from the same company.
Guest Fee $195
The guest fee includes access to the Opening Reception, breakfast and lunch on Monday and Tuesday, and the Monday night reception in the Marketplace Exhibit Hall. Children under 12 are free, but must be registered to attend as guest events. Please note: Monday meals occur during educational sessions and may not be appropriate for children.
Speaking Opportunities
