Current Risk Issues Seminar -- Cleveland

October 4 - 5, 2017
Member Price: $425.00
Non-Member Price: $580.00
Registration Form


Click here for the seminar brochure.



Wednesday, October 4, 2017
Seminar Registration
12:00noon to 1:00pm

Welcome and Introduction
1:00pm to 1:10pm

Trust Legislative Update
1:10pm to 2:15pm
Tim Keehan

ERISA and Fiduciary Rule Update
2:30pm to 3:30pm
Jeanne Wilson

How to Prevent Elder Financial Abuse
3:45pm to 5:00pm
Denise Lettau

FIRMA Welcome Reception, Auditorium Foyer
5:15pm to 6:15pm


Thursday, October 5, 2017
Continental Breakfast
7:30am to 8:30am

Current OCC Trust Initiatives
8:30am to 9:30am
Tish Dalton

Emerging Risks within Wealth / Trust
9:45am to 11:00am
Don Andrews

Cyber Risk / Cyber Crime Developments
11:15am to 12:15pm
Luke Dembosky


Key Center
9th Floor - R.W. Gillespie Conference & Education Center
Case Western Auditorium, 127 Public Square
Cleveland, Ohio 44114

Click here for hotel reservations at the Cleveland Marriott Key Center.

FIRMA Members -- $425
Non-members -- $580

Upcoming Events


127 Public Square, 9th Floor Cleveland, Ohio 44114

Registration Deadline

September 15, 2017


Payment Type

Cancellation Policy

Cancellations received through September 15, 2017, will be refunded, less a $25.00 service charge. Cancellations received September 16, 2017 through September 22, 2017, will be refunded subject to a $125.00 service charge.  Cancellations made after September 22, 2017, 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.