Past Presidents' Night - Investments Update

April 25, 2017 | 5:15 PM - 8:00 PM

Program Description

Investment and Balance Sheet Strategies

Join us for a presentation by Ryan Henley, CFA, Managing Director at Stifel. Ryan will be discussing popular investment and balance sheet strategies, as well as strategic considerations related to recent accounting and regulatory policies.

Agenda

    5:15 p.m. - Social Hour

    6:15 p.m. - Dinner

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

Presenter(s)

Ryan Henley

Managing Director, Stifel

 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:

Basic

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:

$70

$85

For information regaarding refunds, complaints, and program cancellation policies, please contact Jay Stephens at 978-441-6464 or www.fmsboston.org under administrative policies for details on refunds, complaints and cancellation policies.