Fiduciary Roundtable – Large Bank


Anthony M. Palma, CFSA - Moderator
Consultant
Little Silver, New Jersey



Join your peers in an opportunity to participate in a discussion of best practices, current issues, present challenges and possible approaches to address them. Tony Palma, a current member of the FIRMA Board of Directors, will use more than 20 years of experience as an Audit/Compliance/Risk Management professional for large bank trust departments and registered investment advisers to facilitate this roundtable discussion. This session will be closed to regulators but open to other attendees representing the fiduciary and investment industry.

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