Events

Current Risk Issues Seminar -- Chicago

October 19, 2017
Member Price: $425.00
Non-Member Price: $580.00
Registration Form

Description

Click here for seminar brochure


AGENDA

Thursday, October 19, 2017
Registration
7:30 to 8:00am

Welcome and Introduction
8:00 to 8:15am
Hale Mast, FIRMA Executive Director

Current Securities Risks
8:15 to 9:15am
Kit Addleman

OCC Examination Initiatives
9:30 to 10:30am
Joel Miller

ERISA and Fiduciary Rule Update
10:45 to 11:45am
Alex Ryan

Lunch   (Provided)
11:45am to 1:00pm

Emerging Risks within Wealth / Trust
1:00 to 2:00pm
Don Andrews
       
KRI’s and Risk Appetite
2:15 to 3:15pm
Don Moore

When a Trust Goes to Court
3:30pm to 4:30pm
McNeil Chestnut

Adjourn
4:30pm

 


TRAINING LOCATION:
Federal Reserve Bank of Chicago
Moskow Auditorium, 3rd Floor
230 S. LaSalle Street
Chicago, IL 60604


SEMINAR FEES:
FIRMA Members -- $425
Non-members -- $580

Upcoming Events

Location

230 S. LaSalle Street Chicago, IL 60604

Registration Deadline

October 6, 2017

Registration

Membership
Payment Type

Cancellation Policy

Cancellations received through October 6, 2017, will be refunded less a $25 service charge. Cancellations received October 7 through October 13, 2017, will be refunded subject to a $100.00 service charge.  Cancellations made after October 23, 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.