Key Announcements

Great Virtual Programs Ahead...

FIRMA August Webinar - August 17, 2022,at 3:00pm ET for 90 minutes. Speaker Kevin Burns' session is entitled "Fiduciary Risk Management Pulse Check." See the 'Upcoming Events' section of this Website Home-Page.

FIRMA September Webinar - September 13, 2022, at 3:00pm EST for 90 minutes. Speaker Jason Roberts' session is entitled "DOL PTE 20-02: Self-Corrections, Retrospective Reviews & Penalties for Non-Compliance." See the 'Upcoming Events' section of this Website Home-Page.

FIRMA November Webinar - November 15, 2022 , at 3:00pm EST for 90 minutes. Speakers Tim Keehan and Phoebe Papageorgiou's session is entitled "ABA Trust Regulatory and Legislative Update." Details to be posted soon.

FIRMA is also planning a One-Day Virtual Seminar on October 26th. The full-day event will offer five one-hour sessions. In addition, we will have a November Webinar, featuring Tim Keehan and Phoebe Papageorgiou from the ABA. Both of these robust programs are 'under construction.' Stay tuned to this Website Page for further information for these programs and your registration.

As always, don't miss the great articles and links within our Quarterly FIRMA FORUM Magazine. Issue #2 is out now and the FORUM's Self-Study Quiz is due August 12. We also welcome you to engage in the monthly information-sharing through our 15 national Peer Groups, including a new Emerging Professionals Group. They are dynamic!>/p>

We proudly invite you to share in our expertise, insights, and vital perspectives.

"Advancing Education, Enhancing Connections™"

Welcome to FIRMA

The Fiduciary and Investment Risk Management Association, Inc. (FIRMA™) is the leading provider of current and relevant fiduciary and investment risk management education and networking opportunities to risk management, compliance, and audit professionals across all lines of defense at banks, trust companies, investment advisors, broker-dealers, insurance companies and other financial service organizations. FIRMA has the objective of providing fiduciary risk managers with the tools and knowledge needed to perform their functions in the rapidly changing financial services landscape.

 

FIRMA Strategic Partners

FIRMA is pleased to present a list of our Industry Partners:

FIRMA would like to thank our friends who sponsor our nationally recognized education and training programs. We would also like to thank our partner organizations who provide our members with additional resources that complement the training offered by FIRMA. The support of our sponsors and partner organizations is critical to our success in providing members with the quality training opportunities and networking forums they expect and demand.

Provided below are links to the websites of our current sponsors and partner organizations. We encourage all FIRMA members to visit these websites and to patronize these loyal organizations who serve FIRMA and our members so capably.

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