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ALM Update

February 28, 2017 | 4:00 PM - 8:00 PM

Program Description

Dinner Program

Rising Rates are Here Again: Time to Celebrate or Danger Ahead?

Presenters: Robert Segal, CFA, Atlantic Capital Strategies, Inc. and Frank Farone, Managing Director, Darling Consulting Group, Inc.

Mini Session

The Evolving Digital and Mobile Lending Landscape

Presenters: Robert Giltner, Chairman, RCGILTNER Services, Inc. and Trevor Knott, Senior Vice President, Business Development, BSG Financial Group


    4:00 p.m. - Mini Session (1 CPE)

    5:15 p.m. - Social Hour

    6:15 p.m. - Dinner

    7:00 - 8:00 p.m. - Program (1 CPE)


- Dinner Program: Robert Segal of Atlantic Capital Strategies and Frank Farone of Darling Consulting Group - Mini Session: Robert Giltner, RCGILTNER Services, Inc. and Trevor Knott, BSG Financial Group

Event Sponsor



Embassy Suites, 550 Winter Street, Waltham, MA

Credit Hours

Earn up to 2 hours of CPE credit.

  • Level:



  • Prerequisites:

  • Advance Preparation:

  • Instructional Method:

  • Length:



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 Jay Stephens at 978-441-6464 or under administrative policies for details on refunds, complaints and cancellation policies.  

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