The Daily Dividend: FMS Education

News, notes and insights from around the industry

NOVEMBER 15, 2017
FMS Webinar: How to Implement CECL Using Excel
By Mark Loehrke, Editor, Financial Managers Society

fms webinarIt’s probably safe to say that as most folks gather around their holiday tables this Thanksgiving, FASB’s Current Expected Credit Loss standard (CECL) is unlikely to make the short list of things for which to be grateful.  

A lack of enthusiasm for CECL won’t stop it from coming, however, which is why FMS is inviting you to a post-holiday feast of practical advice and guidance in our upcoming webinar, How to Implement CECL Using Excel. Join Ryan Abdoo of Plante Moran on November 28th to learn how to get past the discussion phase in your institution and start looking at potential Excel-based options for actual implementation.  

As always, this webinar is complimentary for FMS members, so be sure to reserve your spot now. (Not a member? Join today!)  
NOVEMBER 1, 2017
FMS Webinar: Year-End Strategies for 2018
By Hilary Collins, Assistant, Publications and Research, Financial Managers Society

fms webinarWith Halloween passed and the holiday season now officially bearing down, it’s clear that 2018 will be here before you know it – and it’s never too soon to start getting ready.

Set yourself up for success in the New Year with our upcoming webinar, “Year-End Planning Strategies for 2018” on Wednesday, November 15, as Marc Gall of BOK Financial Institutional Advisors takes a look at the economic environment and shares strategies to help maximize profitability. You’ll walk away with a sense of what’s in store for 2018 and how to best prepare your institution to succeed.

As always, this webinar is complimentary for FMS members, so be sure to reserve your spot now. (Not a member? Join today!)  
OCTOBER 31, 2017
Heeding the Call
By Mark Loehrke, Editor, Financial Managers Society

Heeding the CallThere’s more than one way to be part of the excitement in Orlando at The 2018 FMS Forum.  

Of course, you can always join us as an attendee and enjoy three days of terrific educational presentations, great social and networking opportunities and fantastic optional activities. But for those looking to contribute some of the thought leadership and subject matter expertise that help make every Forum such a valuable and memorable experience, our annual Call for Presentations is now open. 

The FMS Advisory Councils are accepting presentation proposals in a wide variety of subject areas to build what promises again to be a comprehensive and well-rounded program. Whether you’re a vendor, an academic, an industry consultant or even a bank, thrift or credit union professional, if you have expertise or insight on a particular topic to share with your peers in a 60- to 75-minute presentation, we want to hear from you! 

So get your thoughts together and submit your proposal before the December 1 deadline.  
OCTOBER 16, 2017
FMStv: The Future of Non-Maturity Deposits
By Hilary Collins, Assistant, Publications and Research, Financial Managers Society

fmstv the future of non-maturity depositsOne big challenge for community institutions is how to effectively predict the performance of non-maturity deposits in light of an uncertain interest rate environment. Forecasting and planning for risk requires a thorough understanding of both the institution and the varied possibilities the future may hold.

Addressing this conundrum in the latest episode of FMStv, Butch Miner and Tom Bowers of ZM Financial Systems demonstrate how institutions can create and use an asset-liability model to project how deposits will react under different rate scenarios. Check out “Predicting the Future Behavior of Non-Maturity Deposits” and all of our other FMStv episodes today!
OCTOBER 4, 2017
FMS Webinar: Change Management for Financial Managers
By Hilary Collins, Assistant, Publications and Research, Financial Managers Society

fms webinarChange is the only constant.

That little nugget of wisdom held true for Heraclitus over 2000 years ago, and it remains so today. Being able to adapt quickly is essential to the strategic planning and decision-making that will determine the fate of your institution. So how do you manage change in order to not just cope, but compete?

Jeffrey Wulf of Wipfli will share some insights on that question in our upcoming webinar “Change Management for Financial Managers” on Wednesday, October 18. From best practices for immediate application to a deeper understanding of the dynamics of change, this promises to be another enlightening session. 
As always, this webinar is complimentary for FMS members, so be sure to reserve your spot. (Not a member? Join today!)  
SEPTEMBER 26, 2017
Now on FMStv: A Strategic ALCO
By Mark Loehrke, Editor, Financial Managers Society

a strategic alcoIn a recent Quick Poll, we asked FMS members who participates in their ALCO meetings. The next question to ask, though, is what happens once those folks all come to the table.   

That’s the focus of the latest episode of FMStv, as Mark Haberland and several of his colleagues from Darling Consulting Group discuss the difference between institutions that treat ALCO as a compliance exercise focused solely on risk and those that prefer to see those meetings as proactive, strategic decision-making sessions.   

Check out this new episode and all of the other great content on FMStv!
SEPTEMBER 18, 2017
Mark Your Calendar: CFO Roundtable
By Hilary Collins, Assistant, Publications and Research, Financial Managers Society
cfo roundtableThe days of straight number-crunching are over. Today’s CFOs are seeing their role evolving and growing more complex as they’re called upon more and more to address high-level strategic issues within their institutions. 

The CFO Roundtable is an exclusive event designed to bring together CFOs from community banks, credit unions and thrifts to discuss the growing challenges of their ever-changing position. Hosted by FMS and Plante Moran on November 8 and 9 in Chicago, this innovative program will cover topics ranging from digital finance to best practices for Board communications to information technology and more, and will provide time for an open discussion of the topics of the moment. 

Space is limited, so don’t miss this opportunity to engage with your peers in a unique format – register today!


Mark Loehrke
Editor and Director, Publications and Research

Danielle Holland

Autumn Wolfer
Director, Membership and Marketing

Hilary Collins
Assistant, Publications and Research