Events Archive

Archived Events


ZMFS continues to grow and expand our reach. In case you missed us at some of the previous events we attended, please review our archived events. If you would like more information on a particular topic, please contact us

 

2017 

November 7-8, 2017
Stress Testing USA, New York, NY

 

October 11-12, 2017
CECL 2017, New York, NY

 

June 25-27, 2017
FMS Finance and Accounting Forum, Las Vegas, NV
Tom Bowers, Managing Director, spoke on Non-Maturity Deposit Modeling: Leading Practices. The discussion focused on how to use historical data to translate administrated pricing and ambiguous maturity properties into appropriate and defensible deposit assumptions. Also discussed were two common errors to modeling non-maturity deposits, as well as an overview of the steps to take to properly simulate these products for earnings and EVE analysis.

 

May 23-24, 2017
Credit Union Peer Exchange, Cary, NC

 

April 4-5, 2017
6th Annual Community Bankers Conference, New Orleans, LA

 

February 26 - March 2, 2017
CUNA Governmental Affairs Conference, Washington, DC

 

March 8, 2017
FMS Philadelphia Chapter Meeting, Radnor, PA

 

2016

November 16-17, 2016
Georgia Bankers Association's Financial Risk Management Conference, Atlanta, GA

 

November 3-4, 2016
Stress Testing USA, New York City, NY

 

October 9-11, 2016
2016 ZMFS Users' Conference, Durham, NC

 

June 14-16, 2016
FMS: The Finance & Accounting Forum for Financial Institutions, New Orleans, LA

 

May 3-4, 2016
Risk Americas, New York, NY

 

April 27-29, 2016
2016 AMIfs Annual Conference, Tempe, AZ

 

March 30, 2016
Eascorp ALM and Investment Academy, Babson Park, MA

 

March 23, 2016
FMS New Jersey Chapter Meeting, Hackensack, NJ

 

February 10, 2016
FMS Philadelphia Chapter Meeting Radnor Hotel, Radnor, PA 

 

2015

November 2-4, 2015

AICPA Credit Unions Conference Austin, Texas 

 

October 27-28 2015

Stress Testing USA: DFAST Edition, New York, N.Y

 

October 6-7, 2015

Level 5 Treasury Asset Liability Management Knowledge Exchange, Ontario, Canada. 
Jerry Clark, VP, ZMFS, co-presented with Robert Gerner, UNFCU on Stress Testing “Lite” for Those not Required to do it all, But Want to Know How

 

September 15, 2015

ALM First Financial Forum, Carmel, Calif. If you would like a copy of the "Get More from Your Budgeting Process" presentation, please contact Brian Bunn

 

September 16, 2015

First Carolina Corporate Credit Union 2015 Financial Conference, Charlotte, N.C. Tom Bowers spoke on  "Share Price and Liquidity"

 

June 14-16, 2015
The Finance and Accounting Forum for Financial Institutions, Scottsdale, Ariz.

 

May 17-19, 2015
ZMFS Users Conference, Washington Duke Inn, Durham, NC

 

April 22-24, 2015
Association for Management Information in Financial Services Annual Conference
New Orleans, LA

 

March 23, 2015
Eascorp ALM and Investment AcademyBabson Park, MA
Tom Bowers spoke on the Asset Liability Track

 

February 8-11, 2015
American Bankers Association National Conference for Community Bankers, Boca Raton, FL

 

November 6-7, 2014
Financial Managers Society
Tom Bowers spoke on Disciplined ALM
Royal Pacific
Orlando, FL
hhttp://www.fmsinc.org

 

November 4-5, 2014
Financial Managers Society
Tom Bowers spoke on ALM for Credit Unions
Royal Pacific
Orlando, FL
https://www.fmsinc.org