Regulatory and Investment Strategies Update

Event Sponsored by: Performance Trust and Bloomberg Radio Boston 1200 AM

February 23, 2016 | 5:15 PM - 8:00 PM

Program Description

Please join us for our Investment Strategies Update, presented by Bart Smith, Managing Director at Performance Trust.
How to Avoid Regulatory Inspired Mediocrity

Is the weight and complexity of regulation impeding your performance? Do you know how to articulate your risk position and negotiate effective solutions? Bart Smith, a former senior official with the FDIC, will help to answer these and other questions and will share unique insights into the regulatory process and emerging regulatory risks. Understand how regulation is really affecting the industry and learn how to develop strategies that can help optimize the risk management process and potentially maximize risk/reward opportunities for your organization.

Drawing on his 25 years of experience at the Federal Deposit Insurance Corporation (FDIC), Bart serves as an expert resource in bank policy and regulatory matters and helps develop materials to educate customers on these topics.

Our cocktail hour will be sponsored by Bloomberg.

We look forward to seeing you there!

Agenda

    5:15 p.m. - Social Hour

    6:15 p.m. - Dinner

    7:00 - 8:00 p.m. - Program

Presenter(s)

Bart Smith

Performance Trust

 Event Sponsor 

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Location

Embassy Suites, 550 Winter Street, Waltham, MA

Credit Hours

Earn up to 1 hour of CPE credit.

  • Level:

Basic

None

  • Prerequisites:

  • Advance Preparation:

  • Instructional Method:

  • Length:

60 Minutes

None

Group - Live

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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 www.learningmarket.org.

Cost

  • Member:

  • Non-Member:

$60

$75

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