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2024 All-Day Seminar

Friday, April 19, 2024

|

8:00 AM ET

-

4:00 PM ET

Program Description

This seminar is designed for CFOs, Controllers, accounting managers, investment officers, treasurers, internal auditors, and similar positions from community banks, thrifts, and credit unions. All topics will be presented by industry experts. The following topics will be presented:

- How and Why Banks Hedge
- Wholesale Funding Update and Strategies
- Monitoring Third Party and Cyber Risk
- CECL Update
- Security and Compliance Risks and Utilizing AI
- Tax Update

Agenda

  • Agenda

Speaker

Dave Mahoney

Credit Hours

Earn up to 6 Hour of CPE Credit.

  • Level:

Basic

  • Prerequisites:

None

  • Advance Preparation:

None

  • Field of Study:

Accounting, Finance, Specialized Knowledge & Taxes

  • Instructional Method:

Group Live

  • Length:

6 Hours

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For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. 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.

Location

Sheraton Valley Forge Hotel

480 N. Gulph Road

King of Prussia

PA

19406

Event Sponsors

SponsorsAngel Oak Advisors
Awards Sponsor

FHLBank Pittsburgh
Title Sponsor

Janney Montgomery Scott LLC
Cart Sponsor

Mercadien Consulting LLC
Lunch Sponsor

Wolf & Company, P.C.
Bar Sponsor

Refunds and Cancellations

A refund will be provided for cancellations received by FMS in writing prior to one (1) week before the program start date. 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 office at (312) 578-1300.

Sponsorship Opportunities

Title & Breakfast Meeting Sponsor: $5,000

Be recognized as the event's title sponsor and receive prominent logo placement on all marketing materials, acknowledgment during the Breakfast Meeting and four complimentary golfers!

Co-Dinner Sponsor: $1,500

Become a dinner sponsor with one other company and receive prominent logo placement on all marketing materials and two complimentary golfers!

Hole Sponsor Package: $1,400

Recieve signage at a tee box and four complimentary golfers.

Golf Ball Sponsor: $1,000

Sponsor a sleeve of golf balls for all attendees and receive two complimentary registrations.

Fun and Games Sponsor: $1,000

Sponsor this year's Fun & Games, including chipping & putting contests and receive signage at the various planned games on the course and two complimentary golfers.

Hole Sponsor: $300
Includes signage at a tee box.

Cost

  • Golf and Dinner Before July 31, 2021: $200

$295

$50

$50

CONTINUE TO REGISTRATION

Send us a message to let us know you're coming, but paying later.

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