Peer Groups

FIRMA peer groups are comprised of FIRMA members who are interested in networking with other members.  The groups are organized in some cases by geography (eg: east coast), discipline (eg: audit), business covered (eg: personal trust), or randomly.  Most of the peer groups meet by phone several times per year.   FIRMA began offering peer groups to members in 2016 as a benefit of membership.  Peer groups range in size from five or six members to 15 or 20.  The peer group leaders decide how they wish to organize and how many members they would like to have.  FIRMA populates the peer groups with members who express interest in joining.  If you would like to join a FIRMA peer group either as a leader or a member, please contact the FIRMA office at (770) 790-8355 or thefirma@att.net.



Peer Groups Chair/Coordinator:

Cattie Fujisaki, CTFA, CFIRS
Bank of Hawaii
Honolulu, HI

 

General Focus Groups

Alise Robinson-Camacho, CFIRS (Glenmede Trust Company, Senior Fiduciary Officer)
--Meets every other month on the third Thursday at 2pm EST
--Varying organization sizes
--Accepting new members
 

David Charvat, CPA (Fifth Third Bank, AVP and Compliance Officer)
--Meets quarterly
--Mostly smaller organizations,
--Accepting new members
 

Donn Lassila, CFIRS (Peak Trust, CCO)
--Meets monthly
--Wealth departments range from $220MM to 30B
--Not accepting new members
 

Holly Bailey -
--Meets quarterly, varying organization sizes
--Not accepting new members
 

Kimberly Breithaupt, CFIRS (Argent Fiduciary Consulting Service, Chief Risk Officer) - Compliance Focus
--Meets quarterly
--Wealth departments range from $500MM to $400B
--Accepting new members
 

Tim Umfleet (The First National Bank in Sioux Falls, Trust Risk Manager)
--Meets quarterly, varying organization sizes
--Not accepting new members
 

Valerie Nielsen, CTA (Aon, Enterprise Risk Management Leader)
--Meets quarterly, varying organization sizes
--Accepting new members
 

 

Subject-Specific Groups

Senior Auditors of National Trust Banks
Patrick Renaud, CPA (Glenmede Trust Company, General Auditor)
--Meets quarterly
--Accepting new members
 

Audit – Any Level,
Machelle Rinko, CIA, CFIRS, CPA (Crowe Horwath, Senior Manager)
--Meets quarterly
--Accepting new members
 

SEC Focus
Cattie Fujisaki (Bank of Hawaii, Manager of Fiduciary & Investment Compliance & Risk Management Dept.)
--Meeting frequency TBD
--Accepting new members
 

Enterprise Risk Management Focus
Brent Baker (Fifth Third Bank, ERM Manager)
--Meets quarterly
--Accepting new members
 

Retirement Services Focus
Mark Nicholas (PAi Trust Company, Chief Compliance Officer)
--Meeting frequency TBD
--Accepting new members
 

Regulators/Examiners
New Leader Needed

--Meeting frequency TBD
--Accepting new members