Conference Materials

FIRMA Conference Materials

Complete Session Index

YearSpeaker Session
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2022Fujisaki, CFIRS, CPA, Catherine M.Roundtable: Small & Regional Banks Risk/Compliance/FLOD
2013Galindo, GeorgeGetting the Right Fit on SSAE16 Reports
2013Gallagher, JamesPanel - Satisfactory to Strong
2015Garcia, LisaOperational Risk Management: New Products and Offerings
2015Garcia, LisaOperational Risk Management: New Products and Offerings (REPEAT)
2019Garcia, LuisBreakout Sessions - ROBO Advisory vs. Wealth Advisory
2019Gattuso, MariaBreakout Sessions - Sales Practices and Bad Behavior
2023Giuffre, SharonInvesting for Trusts and the Complexities of Current and Remainder Beneficiaries
2023Goldberg, BruceConference Highlights and Key Takeaways: Large Institutions Audit
2023Goldberg, BruceRoundtable: Large Institutions Audit
2014Goldberg, BruceConference Highlights & Key Takeaways / Community Bank
2014Goldberg, BruceRoundtable-Community Banks
2015Goldberg, BruceRoundtable-Small to Midsize Institutions
2015Goldberg, BruceConference Highlights and Key Takeaways: Small to Midsize Institutions
2018Goldberg, BruceRoundtable: Audit
2018Goldberg, BruceConference Highlights and Key Takeaways: Audit
2022Goldberg, BruceRoundtable: Large Banks Audit
2022Goldberg, BruceConference Highlights and Key Takeaways: Large Banks Audit
2019Goldberg, CTA, CPA, Bruce K. Roundtable Sessions - Audit
2019Goldberg, CTA, CPA, Bruce K.Roundtable Sessions- Conference Highlights & Key Takeaways: Audit
2018Gonc, LaszloAre You Ready for the New Perfect Storm?
2019Goodfellow, NannaBreakout Sessions - Regulatory Panel
2019Goodfellow, NannaBreakout Sessions - Regulatory Panel
2018Goodfellow, NannaRegulatory Panel
2013Goodman, OscarOpening Keynote Session - From Mob Mouthpiece to Mayor
2023Gray, MarkConference Highlights and Key Takeaways: Large Institutions Risk/Compliance/FLOD
2023Gray, MarkRoundtable: Large Institutions Risk/Compliance/FLOD
2022Gray, Mark T.Roundtable: Large Banks Risk/Compliance/FLOD
2022Gray, Mark T.Conference Highlights and Key Takeaways: Large Banks Risk/Compliance/FLOD
2019Gray, SeanGeneral Session - Governance Structure
2018Grindstaff, Keith E.Senior Clients: Financial Exploitation and Diminished Capacity
2018Halter, MichaelMiddle Office Efficiencies
2022Hart, Douglas P.Fiduciary Tax - Update and Overview
2021Hays, MarkConcurrent Sessions - Sustainable & Impact Investing is taking off…but does it fit with fiduciary duty?
2022Hays, MarkThe ESG Regulators Are Coming
2023Hays, MarkAn Inflection Point for the ESG Investing Industry
2015Heilmann, ChrisKeynote: Family Wealth - Is it Really About the Money?
2013Heinze, MarthaRecovery and Resolution Plans - Corporate Living Wills
2013Heinze, MarthaGlobal Sub-Custodian Risk
2015Henriques, DianaKeynote: The Legacy of Bernie Madoff
2018Henriques, DianaKeynote: Remembering (and Forgetting) Black Monday
2013Hetherington, CynthiaPersonal Information Security
2014Hetherington, CynthiaIdentity Theft Investigations
2018Hetherington, CynthiaRisks and Oversight in Social Media in the Trust / Wealth Business
2023Hetherington, CynthiaData Governance / Privacy
2023Hetherington, CynthiaKeynote: Cyber Security - Financial Open Source Intelligence
2019Hindel , JoanneBreakout Sessions - Power of Attorney Risks
2021Hindel , JoanneConcurrent Sessions - Profound and Problematic: The Opportunities and Challenges Presented by Irrevocable Trust Distributions
2022Hindel , JoanneAmbiguous Trust Language
2022Hindel , JoanneLending in Trusts
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