PRESENTATIONS
Enterprise Risk Management - January 2020 (Waltham, MA)
Presenter: Mike Cohn, WolfPAC Solutions Group
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Economic Update and LIBOR Transition (Early Session) - September 2019 (Waltham, MA)
Presenter: Ryan Henley, Stifel Financial's Institutions Strategy Group (LIBOR Transition)
Presenter: Chris Ahren, Stifel Financial's Institutions Strategy Group (Economic Update)
Balance Sheet Strategies - February 2018 (Waltham, MA)
Presenter: Scott Hildenbrand, Sandler O'Neill + Partners, L.P.
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Commercial Real Estate update - January 2018 (Waltham, MA)
ALM Update - May, 2017 (Windsor, CT)
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Investments Update - April, 2017 (Waltham, MA)
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ALM Update - February, 2017 (Waltham, MA)
Presenters: Atlantic Capital Strategies, Inc. and Darling Consulting Group, Inc.
CECL - The Questions Bankers are Asking - February, 2017 (Windsor, CT)
Presenters: Sageworks and Wolf & Company, P.C.
Economic Outlook - November 29, 2016 (Waltham, MA)
Presenter: Jason Hwang, FHLB Boston
Balance Sheet Strategies - November 30, 2016 (Windsor, CT)
Presenter: Scott Hildenbrand, Sandler O'Neill + Partners, L.P.
Business Intelligence...more than a pretty face! - January 26, 2016 (Waltham, MA)
Presenter: Danny Baker, Fiserv
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Core Provider Update - November 17, 2015 (Waltham, MA)
Presenters: Aaron Silva, Paladin fs and Mark Ingalls, Dedham Institution for Savings
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Cybersecurity Update - October 14, 2015 (Waltham, MA)
Managing Assets/Liabilities in Anticipation of Rising Short-Term Rates - May 5, 2015 (CT/Western Mass)
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Real Estate Trends And Market Update, 2015 - April 28, 2015 (Waltham, MA)
Presenter: Tim Warren, The Warren Group
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Massachusetts Association of REALTORS® Update - April 28, 2015
Presenter: Corrine Fitzgerald, Mass Association of Realtors
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Mortgage Market Overview - April 28, 2015 (Waltham)
Presenter: Mike Tassone, Leader Bank
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Fixed Income Macro Outlook - March 24, 2015 (Waltham, MA)
Presenter: Jim DiMasi, Stifel Fixed Income Research and Strategy Group
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Implications of Rising Rates on Balance Sheet Management in 2015 - February 24, 2015 (Waltham, MA)
Presenter: Jonathan Rankin, EPG Incorporated
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Income Tax Credits - November 18, 2014 (Waltham, MA)
Presenter: Jana Bacon, Wolf and Company
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Think Global, Invest Local -
How the world's economic outlook affects your investments and how you can benefit - October 28, 2014 (Waltham, MA)