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.

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 prior to 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.  



More details will be announced as they become available.
Registration will open in late November -- mark your calendars now and plan to attend!