Controllers Clinic

Controllers Clinic

November 6 - 7, 2018 | Chicago, IL

Controllers Clinic


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Program Description

Amidst current accounting decrees, new CECL mandates, integrated asset liability management programs and industry competitiveness, it’s never been more essential that controllers be able to access valuable solutions, as well as understand today’s challenging environment.

The FMS Controllers Clinic is an interactive, two-day seminar designed specifically for busy community institution controllers. Featuring over 12 hours of CPE, this tailored program will cover topics such as:

  • Navigating through a Fed tightening rate cycle different from all the rest
  • Critical steps to strengthen your liquidity position
  • Effective capital and planning and stress testing
  • The pathway to CFO


Tentative Agenda

Tuesday, November 6, 2018
8:00 AM - 4:00 PM
Registration

8:00 AM – 9:00 AM
Breakfast Buffet

9:00 AM - 4:00 PM
Controllers Clinic

12:00 PM – 1:00 PM
Networking Lunch


Wednesday, November 7, 2018
8:00 AM - 4:00 PM
Registration

8:00 AM – 9:00 AM
Breakfast Buffet

9:00 AM - 4:00 PM
controllers clinic

12:00 PM – 1:00 PM
Networking Lunch


*Schedule is tentative and subject to change


Presenter

Frank Farone
Managing Director, Darling Consulting Group

Frank consults nationwide with CEOs and CFOs of financial institutions to increase earnings through the proactive management of capital, liquidity/funding risk, and interest rate risk. He is a frequent speaker and author on topics such as industry issues and trends, funding solutions, regulatory issues, interest rate risk management, capital management and derivatives hedging techniques.

Frank was designated a “top-rated” speaker by FMS and is well known for his popular seminar “Turbo Charging Your ALCO Process” having helped thousands of bankers across the country.

Frank is a graduate of Siena College. He lives in Winchester, Massachusetts and is an avid golfer and runner, having completed numerous marathons including several Boston Marathons over the past 25 years.






Location and Accommodations

Hotel Chicago
333 N. Dearborn
Chicago, IL 60654

FMS Room Rate: $219 Single/Double
Room Rate Deadline: October 15, 2018

Hotel Reservation Form


 

Credit Hours

Earn up to 12 hours of CPE credit.
  • Level: Basic to Intermediate
  • Prerequisites: None
  • Advance preparation: None
  • Field of Study: Accounting
  • Instructional Method: Live-Group

For more information regarding administrative policies such as concerns or refunds, call 800-ASK-4FMS (800-275-4367). FMS is registered with the National Association of State Boards of Accountancy 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 sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org


Refunds and Cancellations

A refund minus a $250 processing fee will be provided for cancellations received by FMS in writing by October 8, 2018. No refunds will be given for cancellations received after that date. A substitution from your institution is welcome at any time. FMS reserves the right to change instructors or reschedule/cancel sessions when necessary. FMS is not responsible for airfare penalties incurred due to the cancellation of the program. For more information regarding refunds, concerns, and/or program cancellation policies, please contact our offices at (312) 578-1300.


Registration Fee

Members and Non-members sign in or create an account below to register

FMS Members:                              $1,195
Staff/Co-Worker of Member:        $1,395
Non-members:                              $1,795

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Download a Registration Form


When
11/6/2018 9:00 AM - 11/7/2018 2:00 PM
Where
Hotel Chicago
333 N. Dearborn
Chicago, IL 60654 United States

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