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Strategic Planning

September 26, 2017 | 4:00 PM - 8:00 PM

Program Description

Dinner Session

Please join us for our first session on Strategic Planning for Community Financial Institutions. David Sidon of the Navis Group will discuss approaches to complete a well formulated strategic plan that meets the needs of your organization.

Early Session - Financial Institutions Only - CECL Roundtable

Please join us at 4pm for a CECL roundtable for FI managers only! We will discuss the preparedness of your institution, roadblocks, and practical approaches. CPA firms will be on hand to facilitate the discussion and answer any technical questions.


    4:00 p.m. - CECL Roundtable

    5:15 p.m. - Social Hour

    6:15 p.m. - Dinner

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


Dinner Program:
Presenter: David Sidon, The Navis Group

Event Sponsor



Embassy Suites, 550 Winter Street, Waltham, MA

Credit Hours

Earn up to 1 hour of CPE credit.

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  • 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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