The Daily Dividend: FMS Education

News, notes and insights from around the industry

OCTOBER 17, 2019
FMS Webinar: Balance Sheet Strategies for an Inverted Yield Curve
By Mark Loehrke, Editor, Financial Managers Society

FMS Webinar: Strategic Implications of CECL

With loan rates beginning to slow, the cost of funds continuing to rise and the yield curve getting flatter, many institutions are struggling to determine the right steps to take in order to maximize performance not only in the present, but down the road as well – because the wrong move now could have a negative ripple effect going forward. 

At this critical juncture, join Frank Farone of Darling Consulting Group on Wednesday, October 23, as he examines a variety of balance sheet and investment strategies to consider (and avoid), explores profitable loan pricing tactics and looks at the potential opportunities available in derivatives and wholesale funding in his live session Balance Sheet Strategies for Successfully Managing Through a Flattening/Inverted Yield Curve Environment.
 
This webinar is complimentary for FMS members. (Not a member? Join today!)
 

OCTOBER 10, 2019
FMS Webinar: Accounting and Regulatory Update
By Mark Loehrke, Editor, Financial Managers Society

FMS Webinar: Strategic Implications of CECL

Year in and year out, one of the most anticipated and well-attended sessions at the FMS Forum Annual Conference is the accounting and regulatory update, and it’s easy to understand why. With new standards and initiatives on the horizon – not to mention heightened scrutiny around many existing provisions – bank and credit union leaders are always looking for the latest information to help them keep up with an ever-shifting regulatory landscape.    

But for a timely check-in before the next Forum rolls around in June, join us on Wednesday, October 16, as Ryan Abdoo of Plante Moran provides background information and updates on a variety of accounting, auditing and regulatory issues – including auditor expectations surrounding CECL, FASB’s proposal to delay certain accounting standards and the SEC’s proposal regarding smaller reporting company classification – in his live Accounting and Regulatory Update session.
 
This webinar is complimentary for FMS members. (Not a member? Join today!)
 

OCTOBER 4, 2019
FMS Webinar: COSO, FDICIA, SOX
By Mark Loehrke, Editor, Financial Managers Society

FMS Webinar: Strategic Implications of CECL

For many institutions, COSO seems like a great idea – in theory. But therein lies the rub, as there seems to be precious little formal guidance for actually putting that theory into practice.  

Take a step toward bridging this gap on Wednesday, October 9, as David Sidon of Navis Partners, LLC provides a refresher overview of COSO, FDICIA and SOX and outlines some best practices for implementing these directives in his live session “COSO/FDICIA/SOX – Practical Advice and Strategic Methodology for Initial Implementations and Annual Updates.” 
 
This webinar is complimentary for FMS members. (Not a member? Join today!)
 

SEPTEMBER 26, 2019
FMS Webinar: Balance Sheet Strategy
By Mark Loehrke, Editor, Financial Managers Society

FMS Webinar: Strategic Implications of CECLAt this point in the economic cycle, it’s time for financial institutions to get back to basics – earnings quality over quantity, loan pricing for late-cycle risk, replenishing on-balance sheet liquidity and maintaining sufficient capital.

Learn how to identify and address your institution’s potential risk exposures on Wednesday, October 2, as Scott Hildenbrand of Sandler O’Neill how to stay on top of changing conditions in his live session “Balance Sheet Strategy: Understanding Your Options in Any Environment.” 

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

SEPTEMBER 19, 2019
FMS Webinar: BOLI: From Fundamentals to High Yield Potential
By Hilary Collins, Assistant Editor, Financial Managers Society

FMS Webinar: Strategic Implications of CECLPersistent low interest rates have resulted in some in-force BOLI policies losing their maximum efficiency. But even if your policies are optimized for yield, they may be lagging peers. Should you consider a Section 1035 exchange?

Review the pros and cons of an exchange on Wednesday, September 25, as Scott Richardson of IZALE discusses how to get the most from your BOLI program in his live session “BOLI: From Fundamentals to High Yield Potential.” 

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

 

 

SEPTEMBER 12, 2019
FMS Webinar: Spreadsheet Risk Management
By Mark Loehrke, Editor, Financial Managers Society

FMS Webinar: Strategic Implications of CECLThanks in large part to the power and flexibility they provide, spreadsheets have become an integral tool for businesses of all sizes. But as more departments throughout an organization generate more and more spreadsheets, this unchecked proliferation can also present a significant risk.  

Discover how growing spreadsheet creep in your institution can impact your business on Wednesday, September 18, as Jeremy Condie of ClusterSeven discusses how to better manage the risks in his live session “Better Spreadsheet Risk Management for Better Business Management.” 

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

 

 

AUGUST 30, 2019
FMS Webinar: Tax Accounting
By Mark Loehrke, Editor, Financial Managers Society

FMS Webinar: Strategic Implications of CECLBetween the Tax Cuts and Jobs Act of 2017 and new rules related to leases, revenue recognition, loan loss allowance and premium amortization, most institutions are likely dealing with significant changes to their tax accounting.

To get a better handle on this shifting landscape, join us on Wednesday, September 11, for “How is Your Tax Accounting Impacted by New Accounting Rules and Recent Tax Reform?” In this live session, Charles Marston of S.R. Snodgrass will discuss the many current and pending tax changes, as he uses examples to demonstrate how institutions can best adapt to them.

This webinar is complimentary for FMS members. (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