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The New England School for Financial Studies Class of 2026

May 18, 2025 - May 23, 2025


Dates

Sunday, May 18, 2025 - Friday, May 23, 2025

Time

8:00 AM - 9:00 AM EST

Early Bird Discount Deadline

Sunday, May 18, 2025

Location

The New England School for Financial Studies Class of 2026 Event Image

The New England School for Financial Studies provides banking professionals with the tools they need to manage effectively in today’s changing industry. An intensive two-year program of studies broadens the skills of supervisory personnel and trains them to make decisions that promote the profitability of the bank as a whole. As of last year, the school has graduated more than 3,950 bankers. Two one-week resident sessions provide students with 135 hours of classroom instruction conducted by distinguished faculty members chosen for their expertise in both the academic and business worlds. Classes combine lectures with case studies to actively involve participants in the process of research, analysis, and creative planning. Between sessions, students complete five independent study projects that focus on their bank and build on the first week’s instruction to prepare them for more advanced training during the second-year resident session. The course culminates in a comprehensive computerized simulation that challenges students to assume senior management responsibilities. Students will be evaluated on their knowledge of BankExec, strategic planning exercises, and presentations. Each segment is appropriately weighted and scored as part of the final grade. By graduation, students are better prepared to contribute to their bank’s overall operations and participate in profitable decision-making.

Click here for a link to the brochure and application


Registration Fees

Hotel/Meal Package

Agenda

Speakers

NameOrganizationSpeaking At
Calvin Morgan
<p>Calvin Morgan has more than 30 years of experience in employee relations and training. &nbsp;Known as “The Dean of Consultants” at Learning Dynamics, Calvin has designed and presented training programs in diversity, effective presentation skills, business ethics, workplace violence awareness, customer service, and sexual harassment. &nbsp;His successful presentations have been lauded across industries, including banking, insurance, manufacturing, pharmaceutical, utility, and retail. &nbsp;His client list includes the Chicago Cubs, the New York Mets, Otis Elevator, EMD Serono, Union Savings Bank and Yale University. &nbsp;He has served on the CT Commission for the Advancement of Diversity and he is a graduate of Leadership Greater Hartford. He has been an enthusiastic competitor in “Toastmaster’s International World Championship of Public Speaking,” and he is a member of The Toastmaster’s Hall of Fame.</p><p>Calvin holds a BS degree from New Hampshire College, and he is an adjunct professor at Post University (CT) and Briarwood College.</p>
Learning Dynamics Inc  -
Cheryl Haynes
<p>Cheryl Haynes is an ICF Certified Executive Coach, Speaker, Facilitator, and Organizational Effectiveness Consultant. As the founder and principal consultant of Achieve Mentor LLC, she brings over 25 years of corporate HR leadership experience, having worked with notable companies such as State Street Bank, MetLife, CVS, and Citizens Bank. Cheryl was the SVP HR Director for Blue Hills Bank until its acquisition by Independent Bancorp in 2019.</p><p>Her practice specializes in executive coaching, small group coaching, and CEO Peer Advisor moderating, with a focus on team effectiveness, inclusive leadership, emotional intelligence, and decision-making. She also has experience designing and facilitating workshops for emerging, evolving, and C-Suite level leadership teams.&nbsp;</p><p>Cheryl holds an SPHR certification from HRCI and a Certification in Strategic Foresight from the EDHEC Business School. She earned her BS in Business Administration from Bryant University, and an MS in Human Resources Counseling from Northeastern University. She earned her executive coaching certification from The Center for Executive Coaching in 2019 and has coached leaders across various sectors, including Financial Services, Health Insurance, Government, Consumer Goods, and Nonprofit.</p><p>&nbsp;</p>
AchieveMentor LLC  -
James Clarke
<p style="text-align:justify;"><span>Dr. James Clarke is the Principal of Clarke Consulting, a Villanova, Pennsylvania firm specializing in ALCO issues and strategic planning for community banks.&nbsp; Jim has lectured on asset/liability management at the Stonier National School of Banking sponsored by ABA, the Southwest Graduate School of Banking, the New England School of Financial Studies, Pennsylvania Advance School of Banking, and Connecticut School of Banking. He conducts ALM seminars for many state associations, and for Risk Management Association (RMA) and Financial Managers Society (FMS).&nbsp; Jim also conducts board education programs on ALM for state associations.&nbsp;In 2019 through 2022, Jim spoke at the Connecticut, and Pennsylvania Association of Community Bankers conventions and number of director conferences. Dr. Clarke was on the Board of five community banks and was a director of an investment company. Jim is also on the Editorial Board of the RMA.</span></p>
Clarke Consulting  -
Lance Kessler
<p>Lance Kessler is President of Lance Kessler &amp; Associates, a marketing consulting and training firm. He worked in banking for twenty-five years before starting his own consulting firm. He has a Bachelor of Science degree in Psychology from York College of Pennsylvania and a Master’s degree in Management from Johns Hopkins University. He is also a graduate of ABA’s Stonier Graduate School of Banking and completed an Executive Program on Consumer Marketing Strategy at Northwestern University’s J.L. Kellogg Graduate School of Management.</p><p>Mr. Kessler is on the faculty of the Bank Marketing School sponsored by the American Bankers Association and the Graduate School of Banking at the University of Wisconsin-Madison. He is also on the faculty of the Advanced School of Banking sponsored by the Pennsylvania Bankers Association and the New England School for Financial Studies sponsored by the Massachusetts Bankers Association.</p><p>Mr. Kessler was a member of the Board of Directors of the ABA’s Bank Marketing Association (BMA), was a charter member of the ABA’s Certified Financial Marketing Professional Certification Advisory Board, and also served on the Editorial Advisory Board of the Journal of Retail Banking Services. He currently serves on the ABA Bank Marketing School’s Board of Advisors and the Graduate School of Banking’s Academic Committee.</p><p>Mr. Kessler is a frequent speaker on marketing, management, and organizational development topics at industry conferences. He has authored various articles on these topics over the years.</p>
Lance Kessler & Associates  -
Mark Ricca
<p>Mark Ricca’s distinguished career includes that of Bank President, General Counsel, and Professor. Throughout his career Mark has also dedicated time to teaching, including his recent professorship at the Business, Finance and Management School of New York teaching courses on the US Financial System and Cross-Cultural Management.</p><p>Prior to joining Learning Dynamics, Mark was the President and CEO of Municipal Credit Union, New York State’s oldest and New York City’s largest credit union serving New York City, New York State and federal government employees and their families. Prior to that he was the President &amp; CEO of First American International Bank, a New York City Chinese American bank. He also held various positions at Carver Federal Savings Bank, New York Community Bank, and Columbia Federal Savings Bank.</p><p>In his early career, Mark was a partner in a general practice law firm with a focus on banking, real estate, corporate and business law. Out of college, General Electric Company hired Mark into their elite financial management training program, where Mark graduated with honors. He next joined the internationally recognized corporate audit staff, then was promoted to the youngest district manager in the country for Medical Systems Business group and finally became a loan officer providing equipment financing.</p><p>Mark is a graduate of the University of Notre Dame, with a BA in Economics and studied a year abroad in Tokyo Japan; St. John's University School of Law, Juris Doctorate, cum laude, Law Review, American Jurisprudence Award; and New York University School of Law, LL.M. Mark has also participated in numerous community activities, received various honors, including Business Leader of the Year in 2018, and currently is a Chinatown Y Board member.</p>
Learning Dynamics Inc  -
Raymond Hoefling
  -
Ryan Rodrigue
<p>Ryan is a Principal in Wolf’s Advisory Group and the Director of the Firm’s Information Technology (IT) Assurance &amp; Advisory Team. He provides guidance on IT controls, information security and privacy, cybersecurity, and the implementation of effective risk management programs. He also ensures the quality delivery of innovative IT audit and consulting services.</p><p>Ryan has 18 years of experience in information security and IT auditing. He specializes in the healthcare and financial services industries and is familiar with the heightened governance, risk, and compliance standards surrounding their technologies and data. He advises his clients on effectively meeting regulatory standards, such as GLBA and HIPAA, as well as technical frameworks from NIST and various other industry organizations while accomplishing broader business objectives.</p>
Wolf & Company, PC  -

Sponsors

Continuing Education

Hotel

Accommodations 

 

Participants are encouraged to reside at the Babson Executive Conference Center during the week-long sessions in order to experience the full benefits of the School. Both day and evening classes are scheduled, and all of Babson’s academic and recreational facilities are made available to students. Registration fees are separate. 

Accommodation fees: (includes all meals and breaks) $2,435 single occupancy $1,300 for day students There are limited rooms at the Conference Center. Rooms will be assigned based on when applications are received. Participants will be notified if they will need to stay off campus.

Packages

043136