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2015 – 025
March 25, 2015
CEO, CEO+, Finance,
Assoc. Members
TO THE CHIEF EXECUTIVE OFFICER
OR INDIVIDUAL ADDRESSED
RE:
Financial Managers Society – Connecticut / Western Massachusetts Chapter
Presenter: James Clarke, Ph.D., Principal - Clarke Consulting
The Financial Managers Society and the Connecticut Bankers Association are pleased to announce the upcoming Spring
FMS meeting being held on Tuesday, May 5, 2015 at the Marriott Hotel, Windsor, CT.
The Western Massachusetts Chapter of the Financial Managers Society and the Connecticut Bankers Association are
pleased to present James Clarke, Principal of Clarke Consulting for his annual review of the current economic landscape.
“Managing the Balance Sheet in Anticipation of Rising Interest Rates” will be the primary focus, but Jim will also spend
some time on regulatory concerns and managing commercial loans and deposits in 2015 into 2016. Come join us for
what is sure to be an informative session by one of our favorite presenters!
Presenters:
Dr. James Clarke is the Principal of Clarke Consulting, a Villanova, Pennsylvania firm specializing in
ALCO issues and strategic planning for community banks. Dr. Clarke lectures on asset/liability
management at the Stonier National School of Banking sponsored by ABA, the Connecticut and
Pennsylvania banking schools, the Southwest Graduate School of Banking, and the New England
School of Banking. He conducts ALM seminars for many State associations, for Risk Management
Associations (RMA) and Financial Managers Society (FMS). Jim also conducts board education
programs on ALM for a number of state associations. Dr. Clarke also serves on the Board of two
community banks, and is a Director of an investment company.
Schedule:
5:30 p.m. - Reception
6:15 p.m. - Dinner
7:15 p.m. - Program
8:00 p.m. - Adjournment
NEW LOCATION:
Marriott Hotel – Hartford/Windsor
28 Day Hill Rd.
Windsor, CT 06095
Directions:
Located directly off Interstate 91, Exit 38
Click Here for Directions
Fee:
$65.00 (Includes cocktail reception and plated dinner)
Registrations: Please complete the attached form by Wednesday, April 29 and:
1) Fax to Connecticut Bankers Association – 860.677.5066
2) Mail to CBA, 10 Waterside Drive, Farmington, CT 06032
3) Or Register securely online
Please fax, email or register online by Wednesday, April 29!
REGISTRATION FORM
FMS - Western Massachusetts/Connecticut Chapter
Tuesday, May 5, 2015
_________
Organization Name:
Name
*Email (Confirmation sent if address is provided)
Dinner #
TOTAL
Cost ($65.00)
$
The dinner selection will be as follows:
#1. Grilled NY Sirloin
#2. Sesame Crusted Salmon
#3. Herb Marinated Chicken Breast
#4. Vegetarian
#5. Gluten Free
Registrations: Please complete the attached form (registrants will be invoiced by CBA, unless paying online) and:
1) Fax to Connecticut Bankers Association – 860.677.5066
2) Mail to CBA, 10 Waterside Drive, Farmington, CT 06032
3) Register securely online
4) Registrants will be invoiced by CBA
FMS Boston Chapter is registered with the National Association of State Boards of Accountancy (NASBA) 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 for CPE credit. Complaints regarding registered sponsors may be
addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417.
Website: www.nasba.org
Please fax, email or register online by Wednesday, April 29!
For information regarding refunds, complaints, and program cancellation policies, please contact Leo Sagan at (413) 568-1911 or Brian
Canina at (413) 493-7550 - go to www.fmsboston.org under Chapter Information, Administrative Policies.