ONE DAY VIRTUAL SEMINAR--Current and Emerging Fiduciary Risks

October 18, 2023

Individual Registration Option

FIRMA Member Price: $500.00
Non-Member Price: $775.00

Group Registration Option

Three or more Group, per attendee - FIRMA Member: $425.00
Three or more Group, per attendee - Non-Member: $700.00
Registration Form


Seminar Brochure


9:50am to 10:00am
Welcome and Introduction
Hale Mast, FIRMA

10:00am to 11:00am
“Trust Regulator Panel”
Jamie Bazarow, FED
Tom Belcher, FDIC
Chizoba Egbuonu, OCC

11:30am to 12:30pm
“DOL Fiduciary Rule Update”
Jason Roberts, Pension Resource Institute, LLC

12:30pm to 1:15pm

1:15pm to 2:15pm
“Data Analytics Explained”
Trent Russell, Greenskies Analytics
(View a short preview video of Trent's session here)

2:45pm to 3:45pm
“Executive Panel”
Gabrielle Bailey, The Glenmede Trust Company
Patrick Renaud, The Glenmede Trust Company
David Villwock, JP Morgan Chase Bank
David Williams, Northern Trust Company

4:15pm to 5:15pm
“Prudence & Principal: Uniform Prudent Investor Rule and Uniform Fiduciary Income & Principal Act Now”
Suzanne Shier, J.D., Levenfeld Pearlstein, LLC

5:15pm           Adjourn


Continuing Education Credits (CEs)
Certified FIRMA Members and Cannon CFIRS®, CCTP™, CRPP™, AFIM®, CTOP®, CTA, and CTCP Professionals are pre-approved for 5.0 CEs for this Virtual Seminar. The ABA has pre-approved the following CEs: CTFA 6.25, CCTS 1.25 and CRSP 1.25. Check with your credentials provider for specific applicability.  

The program content is designed to benefit risk management and compliance professionals at all skill levels, including fiduciary risk managers and executives, as well as audit, fiduciary, and investment executives and administrators.

All sessions, other than our opening Regulatory Panel, will be recorded for playback for registered attendees.





Upcoming Events

Registration Deadline

October 6, 2023


Individual Registration Option

For individuals registering for a single webinar, please check one of the following:

Group Registration Option

For companies registering three (3) or more employees, please check one of the following:

Before registering and paying as a group attendee, please confirm with your employer that they will be sending at least three attendees.

Group coordinators wishing to register several attendees and make a single payment may contact Amy Caple at the FIRMA Office for assistance. Please call (770) 790-8355 or email to

Payment Type

Cancellation Policy

Cancellations received through October 6, 2023 will be refunded less a $75 service charge. Cancellations made after October 6th are non-refundable. Written notification is required to process any cancellation or refund.