Events Archive

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.


October 20-23, 2019

AICPA Conference on Credit Unions, Nashville, TN


October 27-29, 2019
ABA Annual Convention, Seattle, WA


September 9-11, 2019
AICPA National Conference Banks and Savings, Washington, D.C.


June 23-25, 2019
FMS Forum, Boston, MA


June 18-21, 2019
NAFCU 52nd Annual Conference and Solutions Expo, New Orleans, LA


April 24, 2019
CECL: Choosing a Method (FMS Webinar Series)


April 11-12, 2019
CECL and Credit Risk Modeling Summit, NC State University, Raleigh, NC


April 12, 2019
FMS NJ Bankers Association, Hackensack, NJ
Jerry Clark, SVP and Director, Sales and Marketing, ZMFS, spoke on The Future of Asset and Liability Management


April 7-9, 2019
ABA Risk Management Conference, Austin, TX


March 10-14, 2019
CUNA Governmental Affairs Conference, Washington, D.C.



September 25, 2018
FMS East Coast Regional Conference, Hershey, PA
Tom Bowers spoke on “Managing Interest Rate Risk in the Current Environment”


October 23-26, 2018
15th Anniversary Celebration/ZMFS Annual Users Conference, Las Vegas, NV


November 6-7, 2018
Stress Testing USA, New York, NY
Guo Chen spoke on “Loan Default Analysis: A Case Study for CECL”


September 17-19, 2018
ABA CFO Exchange, Austin, TX


July 26-29, 2018
CU Annual Strategic Lending Conference, Lake Tahoe, NV
Thomas Caragher presented “CECL: How to be Prepared While Avoiding Pitfalls”


June 10-12, 2018
FMS Forum, Orlando, FL
Guo Chen presented “Loan Default Analysis: A Case Study and Beyond”


May 15, 2018
Investment Portfolio Management Workshop, New York, NY


May 17-18, 2018
Risk Americas, New York, NY


April 24, 2018
Credit Union Peer Exchange, Cary, NC


April 25, 2018
Capital Planning Workshop, Cary, NC


March 14, 2018
FMS Philadelphia Chapter Meeting, King of Prussia, PA
Jerry Clark spoke on the IRR and ALM Discussion Panel


February 26-28, 2018
CUNA GAC, Washington, DC



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



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


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


November 4-5, 2014
Financial Managers Society
Tom Bowers spoke on ALM for Credit Unions
Royal Pacific
Orlando, FL