32nd National Risk Management Training Conference
San Diego, California
April 22-26, 2018
Conference Brochure
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2018 National Training Conference -- San Diego

April 22 - 26, 2018



Registration is open -- click here to sign up today!

FIRMA’s 32nd National Risk Management Training Conference will be held April 22-26, 2018, at the Loews Coronado Bay Resort in San Diego.  We hope you will mark your calendars now for this important event.  Conference fees for the 2018 event will be as follows:


                                                             For full payment by 3/2/18:             After 3/2/18

FIRMA Member                                              $ 1,650.00                                 $ 1,750.00

Non-Member                                                   $ 1,895.00                                 $ 1,995.00

Regulator:  FIRMA Member                            $ 1,450.00                                 $ 1,550.00

Regulator:  Non-Member                                 $ 1,595.00                                 $ 1,695.00


Our conference will offer outstanding topics of interest to support our Fiduciary and Investment Risk Management program, including  Keynote sessions for “Risk, Regulation, and Reputation” and “Remembering (and Forgetting) Black Monday;” a Regulatory Update session from the regulators; special peer Roundtable discussion sessions; “Advanced Conflicts of Interest;” “The Dark Web;” “Habits of Highly Successful Professionals;” “Ethics;” “Fin-Tech: Innovation Digital Financial Services;” “AML Red Flags;” “DOL Rule – Critical Highlights and Status;” “Data Analytics;” “Current Fiduciary Litigation;” “Elder Abuse;”  “Robo Advisor – Strategies and Risks;” “Managing the Risks of Account Officer Succession;” and over 20 other state-of-the-industry topics – both general and breakout sessions.

The Conference will also offer two Sunday Workshops and two Complimentary Tuesday afternoon Focus Sessions.  Workshop I is titled “Enterprise-Wide Vendor Management” and Workshop II is titled “Core Tenets for Effective Operational Fiduciary Risk Management Programs.”  The Focus Session titles are “What’s Key in Key Risk Indicators” and “Risk and Oversight for Social Media for Trust / Wealth.”  Costs for the Sunday workshops are $295 Member; $395 Non-member. The Focus Sessions are complimentary for paid conference attendees.


Sunday, April 22, 2018
Workshop Check-in    11:30 am – 1:00 pm
Pre-Conference Workshops   1:00 - 4:00 pm
Conference Check-in 4:30 - 6:00 pm
New Attendee / New Member Social 6:30 – 7:30pm

Monday, April 23, 2018
Late Conference Check-in     7:30 - 8:00 am
General Sessions        8:00 - 11:45 am
Hosted Luncheon        11:45 am - 1:00 pm
Breakout Sessions      1:00 - 4:30pm
Roundtable Sessions  4:45 - 5:45pm
Welcome Reception   6:30 - 8:30 pm

Tuesday, April 24, 2018
General Sessions        8:00 am - 12:45 pm
Focus Sessions           2:30 - 4:30 pm

Wednesday, April 25, 2018
General Session         8:00 - 9:00 am
Breakout Sessions      9:15 - 11:30 am
Hosted Luncheon and FIRMA Annual Membership Meeting     11:45 am - 1:15 pm
Breakout Sessions      1:15 - 4:45 pm

Thursday, April 26, 2018
General Sessions        8:00 - 10:15 am
Breakout Sessions      10:30 - 11:30 am
Adjourn                        11:30 am

The conference brochure will be available in late December with full details. 

Hotel Reservations

Conference attendees will receive a reduced group rate of $233.00 single or double occupancy at the host hotel, the Loews Coronado Bay Resort.  FIRMA also has 45 government rate rooms blocked.

Hotel reservations may be made online at: https://aws.passkey.com/go/FIRMA2018 for the conference group rate and at https://aws.passkey.com/go/FIRMA2018Gov for the government rate block.  Reservations may also be made over the phone by calling 877-872-8559 (group code “FIR420” for the conference group block and “FIR421” for the government block). Government block attendees must show proper credentials at check-in.

Attendees will be able to book up until our agreed cut off which is Friday, March 30, 2018 or until our block is sold out. ALL RESERVATIONS MADE AFTER 5PM, MARCH 30, 2018, ARE SUBJECT TO AVAILABILITY.  The special FIRMA conference group rate will be honored (3) days prior and (3) days after the meeting dates, subject to availability. The government rate will be honored Sunday night through Wednesday night.

Alternate Hotels
Glorietta Bay Inn, 1630 Glorietta Blvd, Coronado CA 92118 (4.5 miles from the Loews). For reservations, call (619) 365-0240. (rack rate, no designated room block)
SpringHill Suites San Diego Downtown/Baymont, 900 Bayfront Ct, San Diego CA 92101 (11.5 miles from the Loews). Group rate $189. For reservations, click here. The cutoff for the SpringHill is March 23rd or until our block is sold out.

Government Room Alternates-- We have 2 overflow blocks for government rate rooms:
Glorietta Bay Inn, 1630 Glorietta Blvd, Coronado CA 92118 (4.5 miles from the Loews). For reservations, call (619) 365-0240 and ask for the FIRMA block. The cut off at the Glorietta is April 2nd or until our block is sold out.
Best Western Plus Suites Hotel, 275 Orange Ave, Coronado CA 92118 (6 miles from the Loews). For reservations, call (619) 437-1666 and ask for the FIRMA block. The cutoff at the Best Western is March 21st or until our block is sold out.


FIRMA is pleased to announce the following pre-approved CE credits for our Attendees:
(Note: Actual CEs earned will depend upon the specific sessions attended)
     FIRMA --25 CEs
     CAMS -- 23
     CTFA -- 27.5
     CSOP -- 28.75
     CRSP -- 18.75
     CRCM -- 21.25
     CAFP -- 7.5
     CPA -- 25 (NASBA-Approved Credits)
     IIA Certifications -- 25 (NASBA-Approved Credits)