Conference Materials

FIRMA Conference Materials

Complete Session Index

Year SpeakerSession
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2013Lormel, DennisTo Identify a Fraud, Learn to Think Like a Fraudster
2013Campisi, DominicKeynote Session - Risk and Reward-Asset Allocation in a Changed World
2013Sadler, DickRisk Management of Oil & Gas Interests
2013Salzberg, BarryKeynote Session - Leading from a Fiduciary Perspective
2013Smith, MarilynIn-Conference Seminar: Fiduciary Governance
2013Lee, DuanePre-Conference Workshop I: Managing Regulatory Reporting - State by State
2013Miller, SallyFATCA Update and its Global Reach
2013Bilko, DavidPanel - Satisfactory to Strong
2013Daly, MichaelRoundtable - Compliance/Risk
2013Gallagher, JamesPanel - Satisfactory to Strong
2013Kropschot, Jeffrey S.Roundtable - Regulators
2013Kelly, BeckyPre-Conference Workshop II: Finding the Risks in Trust Administrative Reviews
2013Sparano, MarkPanel - Satisfactory to Strong
2013Pond, RogerPre-Conference Workshop II: Finding the Risks in Trust Administrative Reviews
2013Kirby, JuliaIn-Conference Seminar: Fiduciary Governance
2013Goodman, OscarOpening Keynote Session - From Mob Mouthpiece to Mayor
2013Kirby, JuliaHow 'Smart' Are You?
2013Calaby, CeciliaTrust Legislative Update
2013Novick, BarbaraKeynote Session - The Changing World of Asset and Wealth Management
2013Lyons, GregoryNew Products and Business Initiatives
2013Ufford, RobertaERISA Update
2013Zentner, EllenEconomic Update - Beyond the Fiscal Debate
2013Ufford, RobertaEB Prohibited Transactions
2013Romano, CarlaSecurities Regulator Panel
2013Murphy, MartinSecurities Regulator Panel
2013Edwards, BevBeyond Force Majeure: Practical Steps to Implement Lessons Learned from Superstorm Sandy and Other Systemic Challenges
2013Addleman, KatherineSecurities Regulator Panel
2013Crawford, HaroldSenior Executive Panel - Are You Ready for the Next Threat?
2013Meyer, JeanBeyond Force Majeure: Practical Steps to Implement Lessons Learned from Superstorm Sandy and Other Systemic Challenges
2013Young, WalterRisk Appetite
2013Hrabak, JamesInvestor Manager Analysis: The Deep Dive
2013Kallembach, LarrySenior Executive Panel - Are You Ready for the Next Threat?
2013DiMilo, AnthonyRegulator Panel
2013Galindo, GeorgeGetting the Right Fit on SSAE16 Reports
2013Manfredonia, LindaSenior Executive Panel - Are You Ready for the Next Threat?
2013Fitzsimons, DanaRecent Developments in Fiduciary Litigation
2013Bujalski, KeithRoundtable - Auditing
2013Dow, JamesRegulator Panel
2013Heinze, MarthaRecovery and Resolution Plans - Corporate Living Wills
2013Pelcak, GaryRoundtable - Auditing
2013Heinze, MarthaGlobal Sub-Custodian Risk
2013Miller, JoelRegulator Panel
2013Austin, DeborahLetters and Titles and Tags
2013Hetherington, CynthiaPersonal Information Security
2013Sackley, JaniceLetters and Titles and Tags
2013Corcoran, DickIn-Conference Seminar: Fiduciary Governance
2013Norris, WilliamCo-Fiduciary Risk: The Pitfalls and the Rewards - How to Balance Both and Protect Yourself
2013Pattegar, SatishIn-Conference Seminar: Fiduciary Governance
2013Pattegar, SatishSection 17 Affiliate Transactions
2013Sargent, Sally LarsonTrends in Trusts: Directed Trusts & Decanting
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