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Click here for the 25th Anniversary Brochure in pdf format

 

Dolores Atallo-Hazelgreen "New Product & Strategic Initiative Oversight"

Deborah P. Bailey "Dodd-Frank – Investment Management / Fiduciary Perspective"

Kenneth J. Berman "SEC Custody Rule"

Ty Boyd "Critical Lessons for Today’s Leaders"

Diana S. Brannon "Regulator Panel"

Trace Bronstone "The Bailout Bill of 2008 and Cost Basis Reporting – an Operational Perspective"

Dominic Campisi "25-Year Look-back – FIRMA and the Fiduciary Industry"

Jagdish Dalal "Vendor Risk Management – In the Age of Outsourcing"

James Dow "Regulator Panel"

Christine M. Farquhar "Data Breaches & Privacy"

Christine M. Farquhar "Social Networking – What You Can and Cannot Do"

Askari Foy "Regulator Panel"

Dr. Denny Frederick "Retool"

Dennis E. Goodenough III "SWIFT"

Craig. L. Greene "Profiling the White-Collar Criminal"

Tony Guthrie "Corporate Trust Industry Overview for Risk"

Robert E. Hamilton "Estate Tax"

Marcia Keeler "Tricks and Traps of Subpoena Compliance"

Irving Klubeck "Securities Lending and Counterparty Risk"

Patrick J. Kuhse "From Prominence to Prison: Why Smart People Do Dumb Things"

M. Clinton Lackey, CFIRS "Conflicts of Interest – What Are They Now?"

Duane Lee "25-Year Look-back – FIRMA and the Fiduciary Industry"

Edward S. Linsley "Insurance Trust (ILIT) Risk Management"

Len A. Lipton "Global Operations"

Lori Loken-King "Managing Risk through Performance Measurement"

Gregory J. Lyons "SEC Custody Rule"

Hale Mast, CTA "25-Year Look-back – FIRMA and the Fiduciary Industry"

Joel Miller "Regulator Panel"

Dr. Francis McGovern, PhD. "Class Actions"

Phoebe A. Papageorgiou "Trust Legislative Update"

Satish G. Pattegar "Proxy Voting – Operational Focus"

Satish G. Pattegar "Reg R Workshop"

Barry S. Raskin "Valuations – How To"

C. Rachel Raemore Romijn "AML – What It Means for Wealth Risk Management"

 Trey Ruch "Derivatives 101"

Trey Ruch "Due Diligence for Hedge Funds & Private Equity"

Richard Ryndak "Challenges in Managing Corporate Actions"

Sandra L. Sherman "The Benefits and Risks of Technology"

Suzanne L. Shier "Administration of Alternative Investments"

Marilyn Smith, CTCP "Bank Broker / Dealers – What You Should Know"

Daniel Stefek "Regulator Panel"

Paul J. Sobel "Dealing With New and Emerging Risks in an Ever Changing World"

Jeffrey A. Stuerman "How To Be an Employer of Choice"

J. Aaron Sullivan "Social Networking – What You Can and Cannot Do"

William Treut "Global Operations"

Roberta J. Ufford "Critical ERISA Issues"

Gail E. Weiss "Mutual Funds & Money Markets"

Ellen Beeson Zentner "The U.S. Economic Update - Are We There Yet?"

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