Key Announcements

FIRMA Upcoming Events…

To first-time visitors to FIRMA and to steadfast FIRMA Members and friends, we look ahead earnestly with you to engaging opportunities in 2023 and 2024. FIRMA is your career expert solution-provider for fiduciary risk critical issues, trends, and vital connections.

We are thrilled to announce plans for FIRMA's 2024 National Training Conference in New Orleans, April 29 - May 2, 2024. Please see our important “Save-the-Date” announcement now in Conference details under 'Upcoming Events.' We would love to see you next spring in The Big Easy.

FIRMA Members reference and learn from the great articles and links within our FIRMA FORUM Magazine each quarter.  Issue #4 and the CE Quiz are coming soon this month.

And speaking of vital connections, please check out FIRMA's dynamic list of 17 Member-only Peer Groups in the 'About' tab above, under 'Committees.' You will note our newest Peer Groups - “Operations” and “State-Chartered Trust Companies.” Please call Amy Caple 770-790-8355 for FIRMA Peer Group information.

Lastly, for our Certified FIRMA Members, please remember your annual CE Attestations, which are due to Amy Caple at the FIRMA Office by November 30, 2023. FIRMA now allows you to file your Attestation digitally if you wish! Look for the 'Attestation of Continuing Education' under the “For Members” tab and log-in to complete your form. We hope that is extra easy.

We proudly invite you to experience 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.


Upcoming Events

Industry News

Stocks just had their best month of the year. Why it happened and who led the way
Top News and Analysis (pro) 30 November 2023, 2:59 pm

Warner Discovery CEO David Zaslav says he was forced to lay off hundreds because WarnerMedia ‘had never been restructured for the future’
Fortune | FORTUNE 30 November 2023, 2:40 pm

Tesla set to reveal Cybertruck details at Austin deliveries event
Top News and Analysis (pro) 30 November 2023, 2:38 pm

Startups weather a dismal year during which 543 have already declared bankruptcy or shut down: 'You can't sugar coat it'
Fortune | FORTUNE 30 November 2023, 2:29 pm

Exclusive: Yieldstreet to acquire real estate tech startup Cadre
Fortune | FORTUNE 30 November 2023, 2:00 pm


The views, thoughts, and opinions expressed in the Industry News are from an unfiltered RSS feed and do not reflect the views, thoughts or opinions of FIRMA, its officers or directors.

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.

LinkedInLinkedInLinkedInLinkedInLinkedInLinkedInTrust Education Foundation