The Daily Dividend: FMS Education

News, notes and insights from around the industry

JANUARY 3, 2020
FMS Webinar: Growing into Leadership
By Hilary Collins, Assistant Editor, Financial Managers Society

FMS Webinar: Strategic Implications of CECLContrary to popular belief, great leaders aren’t just born that way. While understanding how to lead a time and navigate change are essential skills for any leader, these are skills and behaviors that are learned and developed over time.

Join us on Wednesday, January 15, for our live webinar session Growing into Leadership, as FMS president and CEO Bill Wald outlines the characteristics, skills and knowledge that characterize great leaders.

This webinar is complimentary to FMS members. (Not a member? Join today!)
 

DECEMBER 12, 2019
Holiday Bargain-Hunting
By Mark Loehrke, Editor, Financial Managers Society

As you spend these next few days scrambling around for doorbusters, BOGOs and free shipping deals, be sure to do a little bargain-hunting for yourself as well – specifically, your professional development and networking in 2020.  

Make plans to join us in June for the 2020 FMS Forum Annual Conference by taking advantage of our special early bird rate, which is only available until December 20th! Check out the preliminary agenda and register today to save $100 on all of the amazing educational opportunities and valuable peer connections the Forum offers year after year.

This early bird rate will be gone soon, so be sure to put a trip to Scottsdale on your last-minute wish list at a bargain price – no busted doors necessary. And remember – FMS members enjoy an even lower rate than non-members, so if you haven’t already, join now!
 

DECEMBER 5, 2019
FMS Virtual Education: Avoiding Common CECL Mistakes
By Hilary Collins, Assistant Editor, Financial Managers Society

FMS Webinar: Strategic Implications of CECLFMS research in 2019 found that while more than half of the leaders from community institutions surveyed had CECL preparations that were proceeding smoothly and on time, 45% had processes that were anywhere from somewhat disjointed to problematic. On top of that, 24% had not yet decided how to model for CECL.

If any of that sounds familiar, join us on December 11-12 for the two-part virtual education session CECL Update: Insights and Lessons Learned from the Field. FMS Chairman Mike Guglielmo of Darling Consulting Group and Ryan Abdoo of Plante Moran will be discussing the most common challenges institutions have encountered and how you can learn from their mistakes for a smoother implementation. 

And remember, FMS members enjoy a discounted rate for this great educational opportunity. (Not a member? Join today!)
 

NOVEMBER 29, 2019
FMS Webinar: Managing a Dynamic ALCO
By Hilary Collins, Assistant Editor, Financial Managers Society

FMS Webinar: Strategic Implications of CECLToday’s economic environment demands that asset-liability management (ALM) teams identify and act on opportunities quickly. In inverted or negative yield environments, ALCOs must have a robust process for measuring and managing relationships between risk and return. 

Join us on Wednesday, December 4, for Managing a Dynamic ALCO: Strategic Decisions, as Dave Koch of Abrigo explains what it means to be a dynamic ALM-oriented institution today and how to make informed strategic decisions in different rate environments. 

This webinar is complimentary for FMS members. (Not a member? Join today!)
 

NOVEMBER 14, 2019
FMS Webinar: Three Tangible Profitability Analyses
By Hilary Collins, Assistant Editor, Financial Managers Society

FMS Webinar: Strategic Implications of CECLSome presentations deal in hypotheticals about what institutions can achieve by implementing a profitability system, but tend not to follow up with realistic and implementable advice. 

For a little something different, join us on Wednesday, November 20, for Three Tangible Profitability Analyses, as Ben Braun of Associated Bank (and the FMS Board of Directors) outlines how to evaluate products, officers and customers in terms of profitability. From one banker to another, the details outlined in Ben’s session will be based on what he’s discovered at his institution and straightforward enough to apply to yours.

FMS members enjoy special pricing on this and other virtual education offerings. (Not a member? Join today!)
  

NOVEMBER 8, 2019
FMS Education: Growing into Leadership
By Hilary Collins, Assistant Editor, Financial Managers Society

FMS Webinar: Strategic Implications of CECLIf you happen to find yourself in the great state of Texas on Tuesday, November 12, make plans to join us in Plano, as FMS President and Chief Executive Officer Bill Wald discusses ways to strengthen your leadership skills. Growing into Leadership is the latest educational offering from the Dallas-Forth Worth Chapter (in conjunction with Crowe LLP), and a great opportunity to ramp up your leadership knowledge while networking with your peers and fellow FMS members.

This event, which includes a complimentary lunch, will take place from 11:30 am to 2:00 pm at Whiskey Cake in Plano. We hope to see you there!
 

NOVEMBER 7, 2019
FMS Education: Leveraging Profitability Insights
By Hilary Collins, Assistant Editor, Financial Managers Society

FMS Webinar: Strategic Implications of CECLWhat’s in a relationship? For those in the financial services industry, relationships are the key to maximizing profitability. From profitability analysis to pricing, accurately valuing and understanding relationships is the first step to improving performance at your institution.

On Wednesday, November 13, Brad Brockman and Brian Ridgway of Kaufman Hall will address these topics and more in their live session, Leveraging New Profitability Insights to Maximize Performance, a two-hour virtual seminar featuring actionable insights on how to apply profitability analysis to your customer or member relationships.

FMS members enjoy special pricing on this and other virtual education offerings. (Not a member? Join today!)
  


Contributors


Mark Loehrke
Editor and Director, Publications and Research
Email: mloehrke@FMSinc.org 



Danielle Holland
President/CEO
Email: dholland@FMSinc.org 




Hilary Collins
Specialist, Publications and Research
Email: hcollins@FMSinc.org