2025 National Conference -- Orlando

Description

38th Annual FIRMA National Risk Management Training Conference
April 28 - May 1, 2025

Rosen Shingle Creek Hotel
9939 Universal Blvd.
Orlando, Florida

REGISTRATION IS OPEN! CLICK HERE TO SIGN UP TODAY!

Our ‘Don’t-Miss’ Fiduciary and Investment Risk Management topics include:

• Keynote sessions for
  • “Risk Management in an AI World;”
  • “Building a Culture of Risk Management;” and
  • “Future Trends”
• Regulatory Update session from the regulators
• Special Peer Roundtable discussion sessions
• Fiduciary Executive Panel session
• “Model Risk Governance”
• “System Conversions”
• “Uniform Law Update”
• “Mitigating Fiduciary Risks”
• “Protecting and Preparing Your Clients for Fraud”
• “Ethics”
• “Compliance Risks in Estate Settlement”
• “Meaningful Reg 9 Reviews”
• “Purpose Trusts”
• “Sunrise / Sunset Taxes”
• and over 25 other state-of-the-industry topics in general and breakout session format.

 The Conference will also offer three concurrent Tuesday afternoon Focus Sessions. 

• “Discretionary Decisions”
• “Incorporating Emerging Risks into Your Risk Framework”
• “Issues Management.”

Fees for the 2025 conference are as follows:

Conference fees**:
FIRMA Member                    $2,250
Non-Member                        $2,750
Discounts to the above prices are available for groups of 5 or more. Please contact Amy Caple at the FIRMA Office for details -- amy@thefirma.org or (770) 790-8355.

State and Federal Regulator fees**:
FIRMA Member                    $2,050
Non-Member                        $2,550

**Take a $100 discount when registered and paid by March 7, 2025.

Focus Sessions:
The Tuesday Focus Sessions are complimentary for paid conference attendees.

Hotel Reservations
To book your room at the Rosen Shingle Creek, please call 866-996-6338 and ask for the FIRMA group (booking code 92396). Our group rate is $260 single or double occupancy. Regulators should use ask for the FIRMA government block (booking code 97919).

Reservations may be made online using the following links:
For the FIRMA Block, click here.
For the FIRMA Government Block, click here.  
     NOTE: Government rooms are available Sunday through Wednesday evenings only. Government block attendees must show proper credentials at check-in.

The deadline to secure your room at the FIRMA Conference rate is April 4, 2025.

Overflow Hotel
We have a block of overflow rooms at the Hilton Garden Inn Orlando at SeaWorld, located at 6850 Westwood Blvd., Orlando, FL  32821. Please click here for the main FIRMA block at the Hilton, or click here for the Government rate. The Hilton block deadline is April 6th.

CONTINUING EDUCATION CREDITS (CE’s):

The 2025 Training Conference provides 20 Group-Live continuing education hours.  The complimentary Focus Sessions each provided 2 Group-Live continuing education hours.  For Certified FIRMA members, all of these hours will be recognized as FIRMA-specific.

The Fiduciary and Investment Risk Management Association, Inc. ™ (FIRMA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

American Bankers Association (ABA) Professional Certifications has approved the following CE credits:  CTFA 17.5; CCTS 10.0; CRCM 13.75, CERP 16.25; CSOP 6.25; and CAFP, CISP, CRSP 3.75.

Cannon Financial Institute CFIRS®, CCTP™, CRPP™, AFIM®, CTOP®, CTA, and CTCP Professionals are pre-approved for CEs (20 / 2 credits as noted above).

Check with your credentials provider for specific applicability.

The Conference brochure with full agenda details is available here.