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2019 CFO Outlook: Insights and Recommendations for Financial


Join Kaufman Hall finance experts Ken Levey and Bryan Ridgway for a discussion of key findings from their annual survey of senior finance professionals in roles such as CFO, vice president of finance and treasury, and director of finance.

Recorded February 6, 2019

You will receive a link to the recorded webinar within 24-48 hours.
Price:   $40.00
Quantity:  


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2020 Call Report Update Virtual Education


Join FMS and Third Party Resources, Inc. for this two-part virtual education program providing training for experienced preparers and reviewers that includes complete coverage of new and complex issues impacting the Call Report preparation, to include the changes resulting from COVID-19 initiatives.

Recorded June 10 - 11, 2020

You will receive a link to the recorded webinar within 24-48 hours.
Price:   $150.00
Quantity:  


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2021 FMS Institute Series: Asset Liability Management
 

Discuss the fundamentals of interest rate and liquidity risk management including the various types of risks, measurement and reporting approaches, and how this process can be used to transform your ALCO into a profit center. 

Recorded June 22- 23, 2021 
You will receive a link to the recorded webinar within 24-48 hours.
Price:   $99.00
Quantity:  


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2021 FMS Institute Series: Funds Transfer Pricing
 

Now more than ever, your institution needs to accurately understand its top profit sources. During this session on funds transfer pricing (FTP) theory and best practices, a deep look will help you understand why all sizes of institutions benefit from using a transparent, matched-term transfer pricing approach. Review how it works and how to successfully apply FTP at your institution through a best practice approach. 

Recorded July 14, 2021 
You will receive a link to the recorded webinar within 24-48 hours.
Price:   $99.00
Quantity:  


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5300 Call Report for Credit Unions


With changes implemented that will have an impact on your credit union’s 5300 Call Report filing, maintaining a high standard of efficiency when filing your next quarterly report is essential. Having a firm and knowledgeable grasp of the form is one thing, but keeping up with the latest changes and insights to ensure you’re meeting regulatory expectations is another matter.

Join FMS for 5300 Call Report for Credit Unions and take full advantage of all the reporting options available to you. This three-day virtual program is a must for credit union accounting professionals or anyone aiding in the completion of the report.

Recorded March 22 - 24, 2022
You will receive a link to the recorded webinar within 24-48 hours.
Price:   $299.00
Quantity:  


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5300 Call Report for Credit Unions


With changes implemented that will have an impact on your next filing, maintaining a high standard of efficiency is essential. Ensure you’re armed with the tools to prepare for your next filing.

Recorded September 20 - 22, 2021

You will receive a link to the recorded webinar within 24-48 hours.
Price:   $200.00
Quantity:  


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5300 Call Report for Credit Unions


Join FMS for 5300 Call Report for Credit Unions and take full advantage of all the reporting options available to you. This four-day virtual program is a must for credit union accounting professionals • both veterans and first-time filers.

Recorded May 10 - 13, 2021

You will receive a link to the recorded webinar within 24-48 hours.
Price:   $200.00
Quantity:  


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A Proactive Approach to Liquidity Management


Join FMS and Darling Consulting Group to address the challenging liquidity landscape in our industry, and what every bank should be doing to develop a "best practice" approach in liquidity management-regardless of the levels of liquidity you have today.

Recorded February 26, 2020

You will receive a link to the recorded webinar within 24-48 hours.
Price:   $175.00
Quantity:  


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Accounting and Regulatory Update


Join FMS and Plante Moran as they provide background information and an update on various accounting, auditing and regulatory issues for the financial institutions industry.

Recorded October 16, 2019

You will receive a link to the recorded webinar within 24-48 hours.
Price:   $175.00
Quantity:  


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ALM for the Board of Directors


Invite your Board of Directors to join you for FMS' upcoming webinar, ALM for the Board of Directors, and gain the tools you need to effectively educate your institution's Board on their ALM roles and responsibilities. During this unique program, Dr. Jim Clarke, PhD, President of Clarke Consulting and a board member at two banks himself, will provide a comprehensive overview on the development of the ALCO process, focusing on the role of the Board in asset/liability management.

Recorded January 23, 2018

You will receive a link to the recorded webinar within 24-48 hours.
Price:   $40.00
Quantity:  


                       
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