top of page

2016 Financial Institutions Finance & Accounting Conference

Event Sponsored by: Massachusetts Bankers Association

October 19, 2016 | 8:15 AM - 3:30 PM

Program Description

The Massachusetts Bankers Association and Boston Chapter of the Financial Managers Society are pleased to join together to present this year’s conference. Learn how to manage all critical aspects of interest rate risk, liquidity planning and relevant investment strategies. Learn about today’s banking landscape and economic state and listen to a panel of bank regulators talk about risk management and examination findings. This conference will help you stay current on regulatory issues, provide accounting updates and help you manage your balance sheet in today’s environment.


    8:15 a.m. - Registration

    8:45 a.m. - Program Begins

    3:30 p.m. - Program Concludes


Ron Adams | Assistant Vice President |
Federal Reserve Bank of Boston | Boston, MA
James Barrett | Deputy Commissioner |
Division of Banks | Boston, MA
Mary A. Barry | Assistant Regional Director | Division of Risk Management
Supervision | Federal Deposit Insurance Corporation| Braintree, MA
John P. Behringer, CPAA| Great Lakes
Region Financial Institutions Practice
Leader | RSM US LLP | Chicago, IL
Dudley Carter | Economic Analyst | Vining Sparks | Memphis, TN
Jim Clarke. Ph.D. | Principle | Clarke
Consulting |Villanova, PA
Ken Levey | Vice President | Axiom Software Financial Institutions Group | Portland, OR
Jim McGough | Senior Manager | Wolf
& Co., Boston, MA
Michael Moriarty | Assistant Deputy
Director | Office of the Comptroller of
the Currency| Boston, MA
Bryan Ridgway | Senior Solutions Engineer | Axiom Software Financial Institutions Group | Portland, OR
David Sidon | Principal | The Navis
Group | Gloucester, MA
Denise Toomey | Member of the Firm |
Wolf & Co., Boston, MA

Event Sponsor



DoubleTree - 5400 Computer Drive, Westborough, Massachusetts

Credit Hours

Earn up to 7 hours of CPE credit.

  • Level:



  • Prerequisites:

  • Advance Preparation:

  • Instructional Method:

  • Length:

350 Minutes


Group - Live


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, through its website


  • Member:

  • Non-Member:



For information regaarding refunds, complaints, and program cancellation policies, please contact Julie MacKinnon Houle at 617 241-1123 or under administrative policies for details on refunds, complaints and cancellation policies.  

bottom of page