Welcome to FMS – Philadelphia Chapter

Dear FMS friends,

The Philadelphia Chapter of FMS is proud to be entering our 70th year. We recognize and understand the challenges facing our membership during this pandemic. Through these unprecedented times, our priorities remain to provide excellent educational and networking opportunities to our members including the Holiday Party at The Sheraton Valley Forge and the 2021 All Day Seminar.  We will continue to be committed to charitable work and to providing scholarships to deserving students.  While there’s still a lot of uncertainty, we know that we need to quickly adapt to new delivery methods of education.

National FMS members have access to a variety of specialized education, information, and networking opportunities. As CFOs, Controllers, Treasurers, and other Finance & Accounting professionals from community banks, thrifts, credit unions, investment banks and service providers nationwide, you can benefit from these resources.  Additionally, our members can deduct their local Chapter Dues from their National Membership Dues, which is a savings of $70 for bankers and $100 for vendors.  In order to do so, you must first renew your local Chapter Dues before completing your National Membership.  Become a member of both and access your benefits today.

As many vendors and institutions have curtailed or frozen spending, we would like to extend our membership benefits to one individual within your organization complimentary for the 2020-2021 membership year.  This individual must be a new member. Existing members are not eligible for a complimentary membership. Additionally, FMS will defer your dues for ninety days if you have suffered hardship due to the COVID-19 crisis. Please contact the FMS President, Shannon Croll.

Our year will start with the FMS & IFI Annual Golf Outing, to be held on Monday, August 10, 2020 at the Chester Valley Golf Club.  The golf outing will look and feel different than in the past. The number of golfers will be limited and all golfers will be assigned a tee time to accommodate social distancing. We will provide additional information in a separate communication about the specifics of the outing.

Given these extraordinary circumstances, we are exploring offering a lunch and learn webinar series in the fall instead of our traditional monthly meetings. Our hope is that these efforts will facilitate a continued sense of connection to the Philadelphia Chapter of FMS.

We have several sponsorship opportunities available for our Golf Outing and the 2021 Dinner Meetings.  Please contact Shannon Croll (scroll@franklinbnk.com) for more information.

As your new Philadelphia Chapter President, I am fortunate to have a great group of Officers and a committed Board of Directors. We are committed to providing you with meaningful networking and educational events each and every month.  We encourage you to extend the complimentary FMS membership invitation to your colleagues, so that they too can share in the benefits of membership in FMS. We look forward to our continued partnership and thank you for your commitment to FMS. We hope to see all of you soon!

Sincerely,

Shannon Croll

Shannon Croll, President                                Christopher Carroll, Vice President

Jon Sundberg, Treasurer                                 Lisa Thouin, Secretary

For 69 years the FMS Philadelphia Chapter has been serving its members from local area community banks and their affiliates with financial industry education and networking opportunities.  Please take a moment to see what the Chapter has in store for the 2019-2020 year.  If you are not already a member, please consider joining the Chapter to take advantage of the many benefits and opportunities that membership provides.  Become a member today.

Scholarship Program

The Financial Managers Society (FMS) is a national organization dedicated to providing educational and networking opportunities to Presidents, Chief Financial Officers, Controllers and other finance and accounting professionals of financial institutions. The society has affiliate members from investment, ALCO, compliance, consulting and accounting firms, which also reap the same educational and networking benefits.  The Philadelphia Chapter of the Financial Managers Society was founded in 1951.

The Philadelphia Chapter will award at least one and up to four scholarships for a minimum of $1,500 (non-renewable) to an individual who meets all of the following criteria.

  • Award recipient must be sponsored by an active Philadelphia Chapter Member.
  • Local membership dues must be paid by November 2020 to qualify as an active member.
  • High school senior planning on attending a two-year or four-year undergraduate degree at an accredited institution.  Priority preference will be given to students that concentrate in finance, business or accounting studies, however, any major will be given consideration.
  • A minimum GPA of 3.0 on a 4.0 scale or equivalent.
  • Submission of SAT or ACT score for consideration.
  • Awarded scholarship check will be payable in the name of institution upon receipt of commitment letter copy.  Please limit submissions to one submission per member per year.

Click here for more information

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Upcoming Chapter Events

Visit the Events Page for our full calendar of upcoming programming.