Financial Managers Society

We invite you to submit a proposal for an opportunity to present as a breakout session speaker during The 2026 FMS Forum Annual Conference ❕❕❕ Our breakout sessions are designed to bring education and insight to the forefront of the conference with the opportunity to speak directly to conference attendees. Submit your proposal(s) today with help from our guidelines and topic resources for a chance to speak in-person at a premier conference in NOLA: https://bit.ly/4mj7GdO #FMS #FMSForum #Speaker #Network #Education #FinanceIndustry #Community #BrandExposure #Conference

🌐 Check out these Fall essentials led by FMS Partners to get your fill on key industry topics, from onboarding & orientation, hedging MSRs and automation to loan data, CRE concentration and the M&A lifecycle. FMS Webinars by: Crowe, Eris Innovations - Creators of Eris SOFR Swap futures, Fiserv, S.R. Snodgrass, P.C. & Strata Decision Technology Remember ➡️ these are complimentary for FMS National members – register today: https://bit.ly/3Am86K7 #FMS #FMSWebinar #Education #CPE #FinanceIndustry #Banks #CreditUnions #Finance #RiskManagement #ProfessionalDevelopment

✅ BE FILING-READY: Strengthen Your Call Report Expertise! Obtain vital industry coverage — timely knowledge needed for your institution's Q1 & Q2 filings! Explore these upcoming high-demand call report programs to learn how to ensure accuracy and filing compliance & secure your plans today: https://bit.ly/3HLWhoM #FMS #FMSVirtual #FMSSeminar #Education #CPE #FinanceIndustry #Banks #CreditUnions #Finance #CallReport #ProfessionalDevelopment Speakers from: Texans Credit Union & Third Party Resources, Inc. | 3PR, Inc.

Boost Your National Network ⚜️ The FMS Forum Annual Conference is a major opportunity to engage directly with industry peers & leading experts from institutions nationwide. With all asset sizes and employees from differing levels, The Forum brings a place for you to springboard your thoughts, see how other institutions handle things and gain differing points of view to make your institution’s goals a success. You'll Connect with Fellow Attendees During: ⚜️ Highly-rated general & breakout sessions ⚜️ An Immersive Casino Royale evening reception ⚜️ Engagement meals & networking breaks Save with the Pre-Program Rate by December 19th: https://bit.ly/4595WhP #FMS #FMSForum #Education #Network #CPE #Finance #Accounting #Community #Banks #CreditUnions #ProfessionalDevelopment #CPE #FinanceIndustry

LAST CALL to Catch Tomorrow’s Data Driven Customer Strategies Webinar❗❗❗ Many institutions struggle to boost profitability — lacking a clear view of which relationships truly drive value and which ones quietly erode margins. With continued pressure on earnings, it's vital to identify your most and least profitable customers as well as the ripple effects of losing any key customers and how to use data-driven insights to price, model & manage them more effectively. Join Heather Hinchley with Strata Decision Technology to master these tools and equip yourself to protect earnings and unlock new growth opportunities: https://bit.ly/4n89eIk #FMS #FMSWebinars #CPE #Profitability #PricingScenerios #MarginRisk #FinancialServices #RelationshipBanking #CustomerValue

Financial Services Professionals ➡️ It's the Perfect Time to Join Us & Gain Access to Invaluable Member Benefits: ➡ Complimentary 1-Hour Webinars ➡ Discounted Education Programs ➡ Industry Resources & Updates ➡ Exclusive Networking Opportunities Individual & Company Memberships Available For Our Membership 2025-26 Cycle — Check It Out Today: https://bit.ly/3rzBdpI #FMS #FMSNational #FMSMembership #FinanceLeadership #ProfessionalGrowth #Networking #FinancialServices #ContinuingEducation #CareerDevelopment

New FMS Webinar for December 11, 2 - 3 PM ET ❕❕❕ With Adam Mustafa from Invictus Analytics, confidently take control of CRE & construction exposure. Learn to move beyond guesswork using data-driven analytics to measure, monitor and manage exposures — making internal limits both defensible & strategically aligned. You'll discover how to decode regulatory guidance, spot emerging risks and turn concentration management into a powerful tool for informed decision-making: https://bit.ly/3WH7z1f #FMS #FMSWebinars #CPE #Banks #CREConcentration #Regulations #GovernanceRisk #Mergers #Aquisitions #RiskManagement

New FMS Webinar for December 10, 2 - 3 PM ET ❕❕❕ Join Stephanie Ballard, CPA and Eric Newell, CFA of Crowe to discover how to turn your loan data into a strategic advantage. Go beyond credit loss calculations and uncover innovative ways to analyze & leverage credit data for sharper underwriting insights, smarter due diligence and stronger portfolio risk management. Learn through practical examples how banks are transforming their data into a powerful driver for decision-making and creating a competitive edge: https://bit.ly/4naXHrE #FMS #FMSWebinars #CPE #Banks #LoanData #CreditLosses #PortfolioRisks #LoanReviewControls

IT’S TIME to take full advantage of your FMS member-exclusive online community: ⚡ Explore the latest topics being discussed ⚡ Gain fresh solutions from the people who get it ⚡ Direct message fellow members via the directory Not in Spark yet? Click here to get started: https://bit.ly/3wOmY6w #FMS #FMSSpark #FMSNational #Membership #Benefits #Networking #FinanceIndustry #ProfessionalDevelopment #OnlineCommunity #Circle

⁉️ Missed These September Programs? Get them ON-DEMAND in the FMS Online Store: ➡️ Sept. 4: Advanced Funds Transfer Pricing ➡️ Empyrean Solutions ➡️ Sept. 9: Change is Certain: Prevent Chaos with Effective Communication ➡️ ALM First ➡️ Sept. 10: Preparing Banks in Case of a Tariff-Induced Recession ➡️ Invictus Analytics ➡️ Sept. 15-16: Call Report for Banks ➡️ Third Party Resources, Inc. | 3PR, Inc. ➡️ Sept. 15-16: 5300 Call Report for Credit Unions ➡️ Texans Credit Union ➡️ Sept. 18: Building Your Valuation Dream Team ➡️ Level1Analytics ‼️ Remember: National FMS Members receive free/discounted resources in our online storefront! Take a look today: https://bit.ly/3vHWPSW #FMS #FMSNational #Resources #Education #OnDemand #CPE #FinanceIndustry #ProfessionalDevelopment #CallReport #MSR #FTP #Communications #Tariffs