112723
November 27, 2023
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5:30 PM ET
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8:00 PM ET
Program Description
Are you interested in staying informed about the latest economic developments and how they may impact your institution?
Join us for our "Economic Update" event, where an industry expert will provide valuable insights and analysis of the current economic landscape. The event will provide an in-depth look at key economic indicators - How did we get here? How long are we going to be here? And where are we going?
Key takeaways we'll explore:
- The impact of recent economic data on the financial institution industry
- The latest developments in the financial markets
- Investment market performance
- Mortgage trends that will inform financial decisions and strategies at your institution
Agenda
- Cocktails | 5:30pm ET
Dinner | 6:15pm ET
Program | 7:00pm ET
Presenter(s)
Caswell Lane
Director, Financial Institutions Strategy, Raymond James Financial, Inc.
Cas Lane serves as a Director in the Financial Institutions Strategy group within Raymond James' Fixed Income Capital Markets (FICM) division. In this role, Cas works with depository institutions, insurance companies and total return managers to assist and advise in portfolio construction, balance sheet management and earnings enhancement strategies.
Cas graduated from Georgetown College with a Bachelor of Science degree in business administration with a concentration in finance and a minor in political science. Cas holds the following professional licenses: Series 7 - General Securities Representative and Series 63 - Uniform Securities Agent State Law.
City Streets Restaurant
411 Waverley Oaks Road
Waltham
MA
2452
Location
Registration to the live session includes:
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One online connection
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CPE credit for registrant
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Permission to reproduce the handouts and other written material for additional attendees at your location
Only registered attendees of the live session can obtain CPE credit
Credit Hours
Earn up to 1 Hour of CPE Credit
Basic
None
60 minutes
Economics - Technical
None
Group Live
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Level:
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Prerequisites:
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Advance Preparation:
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Field of Study:
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Instructional Method:
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Length:
For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy 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. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.
Cost
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Member Price:
$75
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Non-Member Price:
$85