32nd National Risk Management Training Conference
San Diego, California
April 22-26, 2018
Conference Brochure
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Attend FIRMA's 2018 National Conference in San Diego to learn FIDUCIARY RISK MANAGEMENT from the experts.

Sponsorship Opportunities

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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;” “ROBO Advisors;” “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 “Operational Risk Assessments.”  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 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.