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™"