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Conference Overview

FMS Conference Banner


The NRCPDS is excited to be hosting our 5th Biennial Financial Management Services (FMS) Conference this November 4-5, 2013 at the Hyatt Regency in Baltimore, MD. The FMS Conference will be a day-and-a-half long and will feature workshops with participant direction tax experts within the Internal Revenue Service as well as with other FMS specialists and experts.

We plan to offer two learning tracks: Basic and Advanced. The Basic Track will cover foundational issues that are involved with participant direction and FMS. The Advanced Track will cover more technical information and will be aimed at engaging the experienced FMS practitioner.

Who attends the FMS Conference?

Last conference, we had over 200 participants representing 36 states.  Most attendees were representatives from Financial Management Services companies serving many programs and participants throughout the country.  These organizations are hired by state agencies to ensure payments to participants' service providers are appropriately managed, tax and insurance compliance is maintained and program fiscal rules are upheld. 

In addition, many other conference attendees were representatives from state level agencies developing and administering programs. The field of Participant Direction sits at an exciting place today, well-positioned to grow rapidly, and demand for FMS has never been higher. 

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National Resource Center for Participant-Directed Services
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