the “make the most of your fms membership” webinar will...

TITLE OF WORKSHOPDate and location

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Make the Most of Your FMS Membership

The “Make the Most of YourFMS Membership” Webinar

will begin shortly.

Thank you for joining us!

If you need technical support during this event,please send an email to:

[email protected].

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“Make the Most of YourFMS Membership”

Thank you for joining us!

Presented by

David W. RossnagelFMS Chairman

Jennifer DoakDirector of Marketing

& Membership


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Polling Question

How long have you been a member of FMS?

� Less than 1 year

� 1-2 years

� 3-4 years

� 5+ years

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Make the Most of YourFMS Membership

Tuesday, December 4, 20072:00-3:00 p.m. Eastern Time

Presented by

Jennifer L. Doak

Director of Membership/Marketing Financial Managers Society

David W. Rossnagel

FMS Chairman 2007-2008

Director of Internal AuditingInvestors Savings Bank


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What is theFinancial Managers Society?

The only individual membership society exclusively serving financial professionals from community financial institutions.

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Who are our Members?

More than 1,560 individuals from banks, thrifts, credit unions and companies serving the financial services industry


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Members by Type of Company

Affiliate (vendor)12%

Commerical Bank48%

Thrift27%

Credit Union12%

Other1%

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Members by Asset SizeRegular Members

Less than $100 million10%

$100-$249 million24%

$250-$499 million24%

$1 billion or greater22%

Unknown or N/A1%

$500-$999 million19%


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Members by Job FunctionRegular Members

CFO49%

Treasurer7%

Accounting/Finance

8%

President/CEO8% Controller

16%

Operations/IT3%

Internal Auditor6%

Risk Mgmt/Compliance

1%

Financial Analyst

1%Other

1%

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What is our Core Purpose?

To enhance the professional development of financial personnel within financial institutions.


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Who runs the show?

• 17-member volunteer board of directors• 4 advisory councils

– comprised of FMS member volunteers

– Accounting, Finance, Internal Audit & Strategic Issues

• 8 staff• YOU!

– Feedback from members is essential in providing the kinds of services you need to do your job

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Polling Question

Which of these FMS services have you used? (select all that apply)

� Financial Managers Update newsletter (print)� Financial Managers Update newsletter (online)� Membership & Peer Consulting Directory� FMS Community Discussion Board� Career Center� White Papers� Audit Program Collection or RFP Collection� Industry News Archive


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Maximize Your Member Benefits

What can FMS do for you?

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News You Can Use


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Financial Managers Update(FMU) newsletter

• Keeps you up to date on:– regulatory and accounting initiatives

• Comes in print and e-mail version• E-mail version (FMU Online)

– links to related resources

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Industry News

• Industry News on FMS web site• Every business day• Simple – just go to (www.fmsinc.org)


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News Archive

• News Archive give you access– to research articles, news items, etc.

• Searchable by topic or date• Must login to access


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E-mail address or Member ID (found on membership card or mailing panel of FMU newsletter)

Temporary Password: fmsinc


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Regulatory & Accounting Checklist

• Up-to-date list of regulations and proposals from the AICPA, FASB, SEC, etc.

• Available in FMU and online under Member Resources


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White Papers

• Free articles written by industry experts• Available in Member Resources section

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Industry Connections


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Members Helping Members

• Audit Program Collection– More than 150 audit programs submitted

by members

• RFP Collection– 25 time-tested Requests for Proposal

(RFP) templates– created to help our members save time in

the search for suppliers

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Networking Communities

• Three parts to online community:– Discussion Board– Document Archive– News


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Discussion Board

• Discussions are led by you– members are resources for other members

• E-mail a question– members respond with ideas and experiences

• The more you participate– the more resources you’ll have at your fingertips

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Document Archive

• Additional resources such as articles, white papers and research related to discussion board conversations

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News

• Announcements from FMS staff


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Community User Guide Resources

• See “Links” section of this program• Or go to FMS Community

(Document Archive contains User Guide)

• Call us and we’ll walk you through it!


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Membership &Peer Consulting Directory

• Search by name, state, company, etc.• Search for members have volunteered

– to share their expertise

• May search using multiple criteria– by topic, geographic area

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We Want YOUTo Become a Peer Consultant

• To share your expertise, go to View Profile and select the areas you would be willing to talk about with other members


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Press control to select more than one topic or deselect

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Local Chapters

• Boston• Chicago• Maine• Maryland• New York/New

Jersey

• Ohio Valley• Philadelphia• Southeastern• Wisconsin


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June 22-24, 2008

Lowes Royal Pacific Resort, Orlando

• FMS’ largest event

• More than 30 educational sessions

• First-timers reception

• Created by members, for members

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Career-Enhancing Education


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Member Benefits

• Specialized education is offered to you, our member at the lowest possible rate.

• Your co-workers are also eligible for discounted rates.

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A variety of formats to fit your needs

• Webinars (live, recorded on CD-ROM or on-demand)

• Workshops• The Finance & Accounting Forum

– (June 22-24, 2008, Orlando)

• Financial Managers School– (September 21-26, 2008, Madison, Wis.)

• Publications


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• Week-long total immersion in asset/liability management

• Perfect for CFOs, Controllers and others in management of small- to mid-sized financial institutions

• Case study is heart of program, which gives hands-on experience applying asset/liability management strategies to solve real-world problems


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A Voice

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FIACFinancial Institutions

Accounting Committee• Meets 3x a year with representatives from the

FDIC, OCC, OTS, Federal Reserve, SEC, FASB and the AICPA

• Sends comment letters on all significant regulatory or accounting proposals promulgated by the various agencies

• View recent comment letters on web site, contact a FIAC member on a specific issue or contact our President, Dick Yingst if you are interested in becoming a FIAC member


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Career Advancement


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FMS Career Center

• Powered by Careerbank.com (largest career site focused on accounting, finance, mortgage, insurance & banking industries)

• Post resume• Search for jobs• Post jobs (members get discount – save

$60 on single job posting)

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Dues Waiver

• Dues will be waived for six months while you are seeking employment in the financial services industry


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Volunteer and Leadership Opportunities

• Join an FMS advisory council (Finance, Accounting, Internal Audit or Strategic Issues)– Fill out form on web site under About FMS,

Advisory Councils (at bottom of page)

• FMS Board of Directors– Call for nominations info. in December FMU

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Make the Most of Your Membership Today!

� Log in at www.fmsinc.org and gain members-only access

� Subscribe to the FMS Community and actively participate in the discussion board

� Visit the FMS web site regularly for industry news, white papers, etc.

� Check your e-mail for the FMU newsletter and Events & Education update

� Volunteer for FIAC, an advisory council or board� Contact us at 800-ASK-4FMS (800-275-4367) or

[email protected] with your membership needs!


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Key Contacts800-ASK-4FMS (800-275-4367)

Dick YingstPresident & [email protected]• Board of Directors • Financial Institutions Accounting

Committee (FIAC) • Nominating committee • Collaborative relationships

Diane Walter, CAEVP, Director of Professional [email protected]• Advisory councils • Educational programming • Publication development • Speaking opportunities

Jennifer DoakDirector of Membership/[email protected]• Membership programming• Career Center • Media inquiries

Tom LanningFMU [email protected]• Financial Managers Update newsletter • White Papers • Regulations/proposals

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Key Contacts (cont.)

Stacey SaundersDatabase [email protected]• Workshop/event registration • Member record updates• Membership renewal• Member passwords

Christy BegeschkeProfessional Development [email protected]• Webinars• Meeting logistics • Special events

Chad JordahlTechnical Communications [email protected]• Web site administration• FMS e-mail• FMS Communities

Aletha GallowayOffice [email protected]• CPE credit information • FMS Chapters • Education/Bookstore product information • Membership inquiries/applications • New member information • Peer Consulting program


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Questions?

Push *1 now on your telephone key pad to ask your question or make a comment.

ORType your question or comment into the box in the

bottom left corner of the window and click on the “send” button located next to the box.

Submitted questions will be answered verbally as time allows.

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Thanks for your participation and membership support!

Financial Managers Society100 W. Monroe, Ste. 810

Chicago, IL 60603800-ASK-4FMS (800-275-4367)

[email protected]

Don’t forget to take the seminar survey.To do so, locate the LINKS box located to the left of the slide and

click once on the link for “Seminar Survey”.

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