11:30 AM - 1:00 PM : Workshop & Early Conference Check-in
1:00 PM - 4:00 PM : Workshop I: Cyber Risk
1:00 PM - 4:00 PM : Workshop II: Risk Management Pulse Check
4:30 PM - 6:00 PM : Conference Check-in
6:30 PM - 7:30 PM : New Attendee/Member Social
7:00 AM - 8:00 AM : Late Conference Check-in
7:00 AM - 8:00 AM : FIRMA Hosted Continental Breakfast
7:30 AM - 5:45 PM : Sponsor Booths & Breaks
8:00 AM - 9:15 AM : Keynote: Ransomware
9:30 AM - 10:30 AM : Emerging Risks/FinTech - Technology Disruptors
10:45 AM - 11:45 AM : Fiduciary Executive Panel - Current Events andTrends in Personal Trust
11:45 AM - 12:00 PM : Introduction of Sponsors / Exhibitors
12:00 PM - 1:00 PM : Luncheon
1:00 PM - 2:00 PM : Trust Regulatory and Legislative Update
1:00 PM - 2:00 PM : First Line Risk Basics
1:00 PM - 2:00 PM : The ESG Regulators Are Coming
1:00 PM - 2:00 PM : New IRA Rules: Is Your Firm Ready?
2:15 PM - 3:15 PM : Trust Regulatory and Legislative Update (REPEAT)
2:15 PM - 3:15 PM : Compliance Basics
2:15 PM - 3:15 PM : Handling Hard-To-Value Assets
2:15 PM - 3:15 PM : SEC Marketing - Performance Issues
3:30 PM - 4:30 PM : SEC Proxy Rule
3:30 PM - 4:30 PM : Auditing Basics
3:30 PM - 4:30 PM : Climate Change - Risk Planning and Reporting
3:30 PM - 4:30 PM : Managing and Monitoring Third Party Risks Takes First Priority
4:45 PM - 5:45 PM : Roundtable: Small & Regional Banks Audit
4:45 PM - 5:45 PM : Roundtable: Large Banks Audit
4:45 PM - 5:45 PM : Roundtable: Small & Regional Banks Risk/Compliance/FLOD
4:45 PM - 5:45 PM : Roundtable: Large Banks Risk/Compliance/FLOD
4:45 PM - 5:45 PM : Roundtable: Regulators
6:30 PM - 8:30 PM : FIRMA's Welcome Reception
7:00 AM - 8:00 AM : FIRMA Hosted Continental Breakfast
7:30 AM - 12:45 PM : Sponsor Booths & Breaks
8:00 AM - 9:00 AM : Keynote: Economic Update
9:15 AM - 10:15 AM : Regulator Panel
10:30 AM - 11:30 AM : Plagues, Plagues of Litigators, & A World of Financial Disruptions
10:30 AM - 11:30 AM : Auditing - Leveraging Work with Independence
10:30 AM - 11:30 AM : Tax-Optimized Investing in 2022
10:30 AM - 11:30 AM : Directed Trusts in Today's Fiduciary World
11:45 AM - 12:45 PM : Plagues, Plagues of Litigators, & A World of Financial Disruptions (REPEAT)
11:45 AM - 12:45 PM : Dealing with Investment Errors
11:45 AM - 12:45 PM : Collective Investment Funds
11:45 AM - 12:45 PM : Using Data Analytics in Trust Audits
2:00 PM - 4:00 PM : Focus Session I: Risk Assessment
2:00 PM - 4:00 PM : Focus Session II: Trust Related RIA Oversight - Risks and Hot Topics
7:00 AM - 8:00 AM : FIRMA Hosted Continental Breakfast
7:30 AM - 4:30 PM : Sponsor Booths & Breaks
8:00 AM - 9:00 AM : Keynote: Unstuck: How to Adapt At or above the Pace of Change
9:15 AM - 10:15 AM : ERISA Update
9:15 AM - 10:15 AM : Do's and Don't's of Disclosures
9:15 AM - 10:15 AM : The Three “R’s” of Estate Settlement: Responsibilities, Risks and Rewards
9:15 AM - 10:15 AM : Fiduciary Tax - Update and Overview
10:30 AM - 11:30 AM : ERISA Update (REPEAT)
10:30 AM - 11:30 AM : Agile Auditing and Risk Compliance
10:30 AM - 11:30 AM : Ambiguous Trust Language
10:30 AM - 11:30 AM : Operating Your Trust Powers in Today's FinTech Environment
11:30 AM - 1:00 PM : Luncheon
1:00 PM - 2:00 PM : Where to Find Your Investment Expertise
1:00 PM - 2:00 PM : Tales from the Front Lines of Intellectual Property and Intangible Property
1:00 PM - 2:00 PM : Do's and Don't's of Disclosures (REPEAT)
1:00 PM - 2:00 PM : AML/BSA Risks in the Fiduciary Space
2:15 PM - 3:15 PM : Alternative Investments - Organizing the Junk Drawer
2:15 PM - 3:15 PM : Administrative Account Reviews - What is the Right Frequency?
2:15 PM - 3:15 PM : Conflicts of Interest - Life Lessons Ancient & Modern ERM
2:15 PM - 3:15 PM : AML/BSA Risks in the Fiduciary Space (REPEAT)
3:30 PM - 4:30 PM : What are Blockchain and Cryptocurrency? An Overview and Use Cases
3:30 PM - 4:30 PM : Lending in Trusts
3:30 PM - 4:30 PM : Conflicts of Interest - Life Lessons Ancient & Modern ERM (REPEAT)
3:30 PM - 4:30 PM : The Power of the Basics - Account Reviews
7:00 AM - 8:00 AM : FIRMA Hosted Continental Breakfast
7:30 AM - 11:30 AM : Sponsor Booths & Breaks
8:00 AM - 9:00 AM : Keynote: How to Future-Proof Your Business in Transformational Times
9:15 AM - 10:15 AM : DOL Fiduciary Rule
10:30 AM - 11:30 AM : Conference Highlights and Key Takeaways: Small and Regional Banks Audit
10:30 AM - 11:30 AM : Conference Highlights and Key Takeaways: Large Banks Audit
10:30 AM - 11:30 AM : Conference Highlights and Key Takeaways: Small & Regional Banks Risk/Compliance/FLOD
10:30 AM - 11:30 AM : Conference Highlights and Key Takeaways: Large Banks Risk/Compliance/FLOD
10:30 AM - 11:30 AM : Conference Highlights and Key Takeaways: Regulators
Adams, Sarah : Agile Auditing and Risk Compliance
Andrews, Don : Conflicts of Interest - Life Lessons Ancient & Modern ERM
Andrews, Don : Conflicts of Interest - Life Lessons Ancient & Modern ERM (REPEAT)
Bailey , Gabrielle : Fiduciary Executive Panel - Current Events andTrends in Personal Trust
Bailey, Holly A. : Climate Change - Risk Planning and Reporting
Bankston, Matt : Focus Session II: Trust Related RIA Oversight - Risks and Hot Topics
Bazarow, Jamie : Regulator Panel
Bohlen, Neil : Auditing - Leveraging Work with Independence
Burns, Kevin J. : Workshop II: Risk Management Pulse Check
Campisi, Dominic J. : Plagues, Plagues of Litigators, & A World of Financial Disruptions
Campisi, Dominic J. : Plagues, Plagues of Litigators, & A World of Financial Disruptions (REPEAT)
Chastain, CTFA, CAMS, CIA, Clayton A. : Handling Hard-To-Value Assets
Compton, Ryan : Tales from the Front Lines of Intellectual Property and Intangible Property
Craig, Hunter W. : Where to Find Your Investment Expertise
Crawford, Harold : AML/BSA Risks in the Fiduciary Space
Crawford, Harold : AML/BSA Risks in the Fiduciary Space (REPEAT)
Danielson, Ricoh : Workshop I: Cyber Risk
Danielson, Ricoh : Keynote: Ransomware
Dindoffer, Joan : Focus Session I: Risk Assessment
Eby, Matthew C. : Operating Your Trust Powers in Today's FinTech Environment
Egbuonu, Chizoba : Regulator Panel
Eller, Jennifer : ERISA Update (REPEAT)
Eller, Jennifer : ERISA Update
Flubacher, Todd : Directed Trusts in Today's Fiduciary World
Fujisaki, CFIRS, CPA, Catherine M. : Roundtable: Small & Regional Banks Risk/Compliance/FLOD
Fujisaki, CFIRS, CPA, Catherine M. : Conference Highlights and Key Takeaways: Small & Regional Banks Risk/Compliance/FLOD
Goldberg, Bruce : Roundtable: Large Banks Audit
Goldberg, Bruce : Conference Highlights and Key Takeaways: Large Banks Audit
Gray, Mark T. : Roundtable: Large Banks Risk/Compliance/FLOD
Gray, Mark T. : Conference Highlights and Key Takeaways: Large Banks Risk/Compliance/FLOD
Hart, Douglas P. : Fiduciary Tax - Update and Overview
Hays, Mark : The ESG Regulators Are Coming
Hindel , Joanne : Ambiguous Trust Language
Hindel , Joanne : Lending in Trusts
Keehan, Timothy E. : Trust Regulatory and Legislative Update
Keehan, Timothy E. : Trust Regulatory and Legislative Update (REPEAT)
Kelly, CFIRS, Scott : Roundtable: Regulators
Kelly, CFIRS, Scott : Conference Highlights and Key Takeaways: Regulators
Kennedy, Michael : First Line Risk Basics
Kieffer, CAIA, Daniel : Alternative Investments - Organizing the Junk Drawer
Korzenik, Jeff : Keynote: Economic Update
Kropschot, Jeffrey S. : Managing and Monitoring Third Party Risks Takes First Priority
Lowney, Mary Ann : The Power of the Basics - Account Reviews
Lyons, Gregory J. : Do's and Don't's of Disclosures
Lyons, Gregory J. : Do's and Don't's of Disclosures (REPEAT)
Madsen, Scott : Emerging Risks/FinTech - Technology Disruptors
Martin, Tod : Keynote: Unstuck: How to Adapt At or above the Pace of Change
Maxwell, Robert W. : The Three “R’s” of Estate Settlement: Responsibilities, Risks and Rewards
McCabe, CFIRS, CPA, CAMS, CISA, Natalie : Roundtable: Small & Regional Banks Audit
McCabe, CFIRS, CPA, CAMS, CISA, Natalie : Focus Session I: Risk Assessment
McCabe, CFIRS, CPA, CAMS, CISA, Natalie : Conference Highlights and Key Takeaways: Small and Regional Banks Audit
McDonald, Bart : Focus Session II: Trust Related RIA Oversight - Risks and Hot Topics
Milich, Michael : Fiduciary Executive Panel - Current Events andTrends in Personal Trust
Morrison, Denise : Roundtable: Large Banks Risk/Compliance/FLOD
Morrison, Denise : Conference Highlights and Key Takeaways: Large Banks Risk/Compliance/FLOD
Musselman, Mike : Tax-Optimized Investing in 2022
Palma, Tony : Roundtable: Large Banks Audit
Palma, Tony : Conference Highlights and Key Takeaways: Large Banks Audit
Pelcack, CTA, CFSA, CFE, CFSSP, Gary E. : Auditing Basics
Poole Jr., CPA, CFP®, John H : New IRA Rules: Is Your Firm Ready?
Rankin, Deanna : Conference Highlights and Key Takeaways: Small and Regional Banks Audit
Rankin, CFIRS, Deanna : Roundtable: Small & Regional Banks Audit
Rao, Shreyas : Agile Auditing and Risk Compliance
Rhodes, Amy : Administrative Account Reviews - What is the Right Frequency?
Rinko, CPA, CIA, CFIRS, Machelle : Using Data Analytics in Trust Audits
Rivanshokooh, Roza : SEC Marketing - Performance Issues
Roberts, Jason C. : DOL Fiduciary Rule
Rodriguez, Ashley : Dealing with Investment Errors
Severyn, Carol : Focus Session I: Risk Assessment
Temple, AIFA, GFS, John D. : Roundtable: Small & Regional Banks Risk/Compliance/FLOD
Temple, AIFA, GFS, John D. : Conference Highlights and Key Takeaways: Small & Regional Banks Risk/Compliance/FLOD
Uldrich, Jack : Keynote: How to Future-Proof Your Business in Transformational Times
Villwock, David : Fiduciary Executive Panel - Current Events andTrends in Personal Trust
Villwock, David : Compliance Basics
Watson, Chris : SEC Proxy Rule
Weiss, Gail : Collective Investment Funds
Whelan, John : What are Blockchain and Cryptocurrency? An Overview and Use Cases