The Daily Dividend: FMS Education

News, notes and insights from around the industry

APRIL 19, 2018
Countdown to Orlando
By Hilary Collins, Specialist, Publications and Research, Financial Managers Society

Countdown to OrlandoIf you’re as excited as we are, you know that The FMS Forum 2018 is less than eight weeks away. So here are some things to do between now and the big event in June:

Sharpen your pencils and buy a new legal pad – our educational lineup is loaded.


Get ready for fun, because we’ll have plenty of networking opportunities and groovy receptions, as well as a golf tournament and special access to Orlando’s many treasures.


Not only will your days be filled with education and recreation, but your nights will be the epitome of relaxation since you’ll be staying at the luxurious Hyatt Regency Grand Cypress at a special rate.


Need we say more? Take a peek at our Forum brochure to get a better look at everything we have in store for the 70th anniversary celebration!


See you in June!

APRIL 18, 2018
Hard Topics in the Big Easy
By Hilary Collins, Specialist, Publications and Research, Financial Managers Society

Hard Topics in the Big EasyNext month you can treat yourself to some gumbo, a muffaletta and a hearty helping of first-class financial education.

On May 15-18, FMS is heading down to New Orleans for a pair of terrific seminars: Comprehensive ALM and & IRR from Three Perspectives, and A Deep Dive: Liquidity Management. (Register for both to maximize your CPE and save over $600!) Not only will you gain in-depth understanding on these critical topics, you’ll do so while enjoying a special room rate an elegant hotel in the heart of a historic city.


So if you want to spend a few days learning from the experts at Darling Consulting and Alpha-Numeric Consulting – and spend a few evenings enjoying all that New Orleans has to offer – register now. As always, FMS members enjoy a special rate. (Not a member? Join today!)


APRIL 9, 2018
We (Heart) Our Members!
By Mark Loehrke, Editor, Financial Managers Society

We (Heart) Our MembersThe month of April may mean flowers for gardeners and amateur poets, but here at FMS it’s all about our members. And during Member Appreciation Month, we’re showing our gratitude for everything they do to help build on our 70-year history as a vibrant and vital community of financial professionals.

So be sure to get in on all of the fun over the coming weeks by attending a seminar, checking in on one of our social outlets or sharing a favorite memory on FMS Connect – you may even win an Amazon gift card! And if you’re not yet an FMS member, but are looking for a little appreciation (and a whole lot more), there’s no better time to join!

APRIL 5, 2018
Insights at the Institute
By Mark Loehrke, Editor, Financial Managers Society

Insights at the InstituteIn just over three months, a small group of management accountants, financial analysts, cost accountants, profitability consultants, strategic planners and CFOs will be gathering in St. Louis, Missouri for an in-depth look at how they can help their institutions better navigate a variety of key performance management issues.

Will you be among them?


The FMS-AMIfs Institute at Washington University promises to be an intensive week (July 15-20) of hands-on training, case studies, group activities and real-life scenarios, where these finance and accounting professionals will learn from some of the brightest minds in the industry about everything from funds transfer pricing and ERM to capital planning to asset-liability management. This is a unique experience to get instruction and practical experience that directly speaks to some of the most important issues your institution is facing.


In order to maintain the personalized small-group dynamic of the Institute, however, capacity is strictly limited. So if you want to be one of the select few who will be returning to work this summer with the kind of fresh, innovative thinking that can truly impact your institution’s bottom line, register today!

MARCH 22, 2018
FMStv: The Value of BOLI
By Hilary Collins, Specialist, Publications and Research, Financial Managers Society

FMStv: The Value of BOLIFor more than three decades, financial institutions have used Bank-Owned Life Insurance (BOLI) as an alternative to traditional investments to offset, enhance and recover the cost of employee benefits. But what makes BOLI such an attractive solution? In the new FMStv episode, “The Value of BOLI,” several industry experts from IZALE Financial Group discuss how to improve earnings and create key employee incentives using BOLI – without increasing balance sheet risk.

And if you’re looking for an even deeper dive into all things BOLI, check out IZALE’s accompanying on-demand FMS webinar (complimentary for FMS members), “Demystifying BOLI”.

MARCH 21, 2018
FMS Webinar: How to Increase Profitability with Funds Transfer Pricing
By Mark Loehrke, Editor, Financial Managers Society

FMS Webinar: Strategic Implications of CECLIs FTP just a “nice-to-have” in your institution, or is it an integral piece of a robust profitability strategy?

If it’s the former, you may not be doing a very good job of measuring profitability at all. So be sure to join us on Wednesday, April 4 for our latest webinar presentation How to Increase Profitability with Funds Transfer Pricing, as David Green of Exequor Group explains how a comprehensive and well-functioning FTP framework can help your institution increase loan and deposit profitability and more effectively manage interest rate, liquidity and credit risk.  


This session is scheduled for two weeks from today, so be sure to reserve your spot now – like all of our webinars, it’s complimentary for FMS members. (Not a member? Join today!)

MARCH 13, 2018
Forging Ahead to the Forum
By Mark Loehrke, Editor, Financial Managers Society

As spring break approaches and the weather starts to approximate warmth once again (for most folks, anyway), thoughts are turning to summer – and The 2018 FMS Forum. This year’s 70th anniversary bash is sure to once again be a terrific mix of timely industry education and fun and relaxation in Orlando, Florida.

And now you can get a jump on your plans for this great event by leafing through our just-released Forum brochure – your complete virtual guide to getting the most out of your visit to the Sunshine State. So give it a look, set your agenda and take advantage of our preferred rate when you register today.


We’ll see you in June!


Mark Loehrke
Editor and Director, Publications and Research

Danielle Holland

Hilary Collins
Specialist, Publications and Research