Click here for the 25th Anniversary Brochure in pdf format
Welcoming Remarks
8:00 - 8:15 am
Opening Keynote Remarks
8:15 - 9:15 am"Dealing With New and Emerging Risks in an Ever Changing World”
General Sessions
9:30
–11:00 am
“Trust Legislative Update”
11:15 am - 12:15 pm
Hosted Luncheon
12:15 – 1:30 pm
Concurrent Breakout Sessions1:30 - 2:30 pm
2:45 - 3:45 pm
“Securities Lending and Counterparty Risk”1:30 - 2:30 pm
“Insurance Trust (ILIT) Risk Management”
2:45 - 3:45 pm
“SWIFT”1:30 - 2:30 pm
“Data Breaches & Privacy”
2:45 - 3:45 pm
“Administration of Alternative Investments”1:30 - 2:30 pm
“Bank Broker / Dealers – What You Should
Know”
2:45 - 3:45 pm
“Corporate Trust Industry Overview for Risk”General Session
4:00 - 5:00 pm
6:00 –8:00 pm
Keynote Session
8:00 -9:00 am
“From Prominence to Prison: Why Smart People Do Dumb Things”11:00 - Noon
“The U.S. Economic
Update - Are We There Yet?”
12:15 - 1:15 pm
“Conflicts of Interest – What Are They Now?”Vendor Showcase
1:30 - 2:30 pmKeynote Session
8:00 – 9:00 am
“Critical Lessons for Today’s Leaders”Concurrent
Sessions -
“Track I - Hot Topics”
“Tricks and Traps of Subpoena Compliance”
10:30 -11:30 am
"How To Be an Employer of Choice”
Concurrent
Sessions -
“Track II – Investments”
9:15 -10:15 am
“Managing Risk through Performance Measurement”
10:30 -11:30 am
"Due
Diligence
for Hedge Funds & Private Equity”
Concurrent
Sessions -
“Track III – Operational Risk”
9:15 -10:15 am
“Proxy Voting – Operational Focus”
10:30 -11:30 am
"Challenges
in
Managing
Corporate
Actions”
Concurrent
Sessions -
“Track IV – Regulatory”
“AML – What It Means for Wealth Risk Management”
10:30 -11:30 am
Hosted Luncheon
11:45 am - 1:15 pm
“FIRMA Annual Membership Meeting”Concurrent Sessions – "Track I – Hot Topics"
1:15 - 2:15 pm“Profiling the White-Collar Criminal”
2:30 - 3:30 pm
“Vendor Risk Management – In the Age of Outsourcing”3:45 - 4:45 pm
“New Product & Strategic Initiative Oversight”Concurrent Sessions – "Track II – Investments"
1:15 - 2:15 pm“Mutual Funds & Money Markets”
2:30 - 3:30 pm
“Mutual Funds & Money
Markets”
Concurrent Sessions – "Track III – Operational Risk"
1:15 - 2:15 pm2:30 - 3:30 pm
“Derivatives 101”3:45 - 4:45 pm
“Global Operations”Concurrent Sessions – "Track IV – Regulatory"
1:15 - 2:15 pm2:30 - 3:30 pm
“The Bailout Bill of 2008 and Cost Basis Reporting – an Operational Perspective”3:45 - 4:45 pm
“Estate Tax”Keynote Session
8:00 – 9:00 am
“Dodd-Frank
–
Investment
Management
/
Fiduciary
Perspective”
General Sessions
9:15 – 10:15 am
“Social
Networking – What You Can and Cannot Do”
10:30 - 11:30 am
“The
Benefits
and
Risks
of
Technology”
11:45 am - 12:45 pm
Conference Adjourns
12:45 pm
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