Events

ONE DAY VIRTUAL SEMINAR--Current and Emerging Fiduciary Risks

October 16, 2024

Individual Registration Option

FIRMA Member Price: $550.00
Non-Member Price: $850.00

Group Registration Option

Three or more Group, per attendee - FIRMA Member: $425.00
Three or more Group, per attendee - Non-Member: $700.00
Registration Form

Description

 

FIRMA VIRTUAL SEMINAR
“CURRENT & EMERGING FIDUCIARY RISKS”

AGENDA


Wednesday, October 16, 2024
All times are Eastern

9:55am to 10:00am
Welcome and Introduction
Hale Mast, FIRMA

10:00am to 11:00am
Trust Regulator Panel
Jamie Bazarow, FED
Tom Belcher, FDIC
Chizoba Egbuonu, OCC

11:30am to 12:30pm
ERISA Update
Jennifer Eller, Groom Law, Chartered

12:30pm to 1:15pm
Lunch

1:15pm to 2:15pm
Elder Abuse
Scott Rahm, RMO Lawyers
Paul Greenwood, RMO Lawyers

2:45pm to 3:45pm
How the Bitcoin ETF is Changing the Industry
Mick Comiskey, CIBC Private Wealth

4:15pm to 5:15pm
How Do You Audit and Review That…?
Machelle Rinko, Farmers' National Bank of Canfield

5:15pm           Adjourn



We hope that you will take advantage of this cost-benefit opportunity to participate in our valuable non-travel education programs. FIRMA members enjoy discounted registration pricing for each of our webinars in 2024. 


Enjoy:

  • 5 hours of top-tier industry relevant training
  • Connection to education from your work or home location
  • Interactive Questions and Answers with the speakers

Powered with a trusted and reputable virtual platform, Zoom, through Cypress Planning Group.



The program content is designed to benefit risk management and compliance professionals at all skill levels, including fiduciary risk managers and executives, as well as audit, fiduciary, and investment executives and administrators.

All sessions, other than our opening Regulatory Panel, will be recorded for playback for registered attendees.


CONTINUING EDUCATION CREDITS (CEs)
Certified FIRMA Members and Cannon CFIRS®, CCTP™, CRPP™, AFIM®, CTOP®, CTA, and CTCP Professionals are pre-approved for 5.0 CEs for this Virtual Seminar. The ABA has pre-approved the following CEs: CTFA 6.0, CRCM 2.5, and CSOP and CRSP 1.25. Check with your credentials provider for specific applicability. 


Registration Deadline is October 8th

 

Upcoming Events

Oct162024
ONE DAY VIRTUAL SEMINAR--Current and Emerging Fiduciary Risks
Nov132024
WEBINAR--ABA Trust Regulatory and Legislative Update
Apr282025
2025 National Conference -- Orlando

Registration Deadline

October 8, 2024

Registration

Individual Registration Option

For individuals registering for a single webinar, please check one of the following:

Group Registration Option

For companies registering three (3) or more employees, please check one of the following:

Before registering and paying as a group attendee, please confirm with your employer that they will be sending at least three attendees.

Group coordinators wishing to register several attendees and make a single payment may contact Amy Caple at the FIRMA Office for assistance. Please call (770) 790-8355 or email to amy@thefirma.org

Payment Type

Cancellation Policy

Cancellations received through October 8, 2024 will be refunded less a $75 service charge. Cancellations made after October 8th are non-refundable. Written notification is required to process any cancellation or refund.