Economic Update: Navigating the Current Economic Landscape
Monday, November 27, 2023
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5:30 PM ET
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8:00 PM ET
​Program Description
Are you interested in staying informed about the latest economic developments and how they may impact your institution?
Join us for our "Economic Update" event, where an industry expert will provide valuable insights and analysis of the current economic landscape. The event will provide an in-depth look at key economic indicators - How did we get here? How long are we going to be here? And where are we going?
Key takeaways we'll explore:
- The impact of recent economic data on the financial institution industry
- The latest developments in the financial markets
- Investment market performance
- Mortgage trends that will inform financial decisions and strategies at your institution
​Agenda
- Cocktails | 5:30pm ET
Dinner | 6:15pm ET
Program | 7:00pm ET
​Presenter(s)
Caswell Lane
Director, Financial Institutions Strategy, Raymond James Financial, Inc.
Cas Lane serves as a Director in the Financial Institutions Strategy group within Raymond James' Fixed Income Capital Markets (FICM) division. In this role, Cas works with depository institutions, insurance companies and total return managers to assist and advise in portfolio construction, balance sheet management and earnings enhancement strategies.
Cas graduated from Georgetown College with a Bachelor of Science degree in business administration with a concentration in finance and a minor in political science. Cas holds the following professional licenses: Series 7 - General Securities Representative and Series 63 - Uniform Securities Agent State Law.
​Location
City Streets Restaurant
411 Waverley Oaks Road
Waltham
MA
2452
​Thank You to Our Sponsor(s)
Raymond James Financial, Inc.
Credit Hours
Earn up to 1 Hour of CPE Credit
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Level:
Basic
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Prerequisites:
None
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Advance Preparation:
None
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Field of Study:
Economics - Technical
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Instructional Method:
Group Live
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Length:
60 minutes
For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.
Refunds and Cancellations
A refund will be provided for cancellations received by FMS in writing prior to one (1) week before the program start date. No refunds will be given for cancellations received after that date. A substitution from your institution is welcome at any time. FMS reserves the right to change instructors or reschedule/cancel sessions when necessary. FMS is not responsible for airfare penalties incurred due to the cancellation of the program. For more information regarding refunds, concerns and/or program cancellation policies, please contact our office at (312) 578-1300.
Cost
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Member Price:
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Non-Member Price:
$75
$85