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Thursday, December 6, 2018
Continental Breakfast & Registration
7:30am to 8:15am
Welcome and Introduction
8:15 to 8:30am
Hale Mast, FIRMA
Current OCC Trust Initiatives
8:30 to 9:30am
Joel Miller
ERISA Update
9:45 to 10:45am
Michael Del Conte
FinTech Risk – Blockchain, AI, Digital, and ROBO
11:00am to 12:00pm
Brian Stoeckert
Lunch (Provided)
12:00 to 1:00pm
Trust Legislative / Regulatory Update
1:00 to 2:00pm
Cecelia Calaby
SEC Best Interest Rule
2:15 to 3:15pm
Greg Lyons & Jeff Robins
Elder Financial Abuse
3:30 to 4:30pm
Lisa Bleier
Adjourn
4:30pm
Evercore Trust Company, N.A.
Evercore Presentation Room, 23rd Floor
55 East 52nd Street
New York, NY 10055
FIRMA Members -- $440
Non-members -- $595
FIRMA credits: 6.0
NASBA credits: 6.0
CTFA credits: 7.5
CSOP credits: 6.25
CRSP credits: 5.0
Cancellations received through November 16, 2018, will be refunded subject to a $25 service fee. Cancellations received November 16th through 29th, will be refunded subject to a $125.00 service charge. Cancellations made after November 29, 2018, are not refundable.
FIRMA reserves the right to change speakers or reschedule or cancel sessions when necessary. FIRMA is not responsible for any penalties (e.g. airfare, hotels, etc.) that may be incurred should this program be canceled. For more information regarding seminar administrative policies such as complaint or refund, please contact our offices at (770) 790-8355.
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The Fiduciary & Investment Risk Management Association, Inc.
P.O. Box 669515, Marietta, GA 30066
