Events

ONE DAY VIRTUAL SEMINAR--Emerging and Current Fiduciary Risks

October 26, 2022

Individual Registration Option

FIRMA Member Price: $450.00
Non-Member Price: $675.00

Group Registration Option

Three or more Group, per attendee - FIRMA Member: $375.00
Three or more Group, per attendee - Non-Member: $600.00
Registration Form

Description

 

FIRMA ONE-DAY VIRTUAL SEMINAR
“EMERGING & CURRENT FIDUCIARY RISKS”



AGENDA

Wednesday, October 26, 2022

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
“ERISA Update”
Jennifer Eller, Groom Law, Chartered

12:30pm to 1:15pm
Lunch

1:15pm to 2:15pm
“Estate Settlement – Responsibilities, Risks, and Rewards”
Robert Maxwell, The Glenmede Trust Company

2:45pm to 3:45pm
“Fiduciary KRIs: Metrics That Matter”
Lisa Garcia, CIBC Private Wealth Management

4:15pm to 5:15pm
“Advising, Avoiding and Advocating Against Elder Abuse”
Denise Lettau, J.D., National Care Advisors

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 5.0, CSOP 3.75, CRSP 2.5, CCTS 1.25. Check with your credentials provider for specific applicability.
  

 

FIRMA encourages you to extend a special invitation to your Fiduciary Risk Colleagues!

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

 

Registration Deadline is October 14th.

Upcoming Events

Registration Deadline

October 14, 2022

Registration

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 amy@thefirma.org

Payment Type

Cancellation Policy

Cancellations received through October 14, 2022 will be refunded less a $75 service charge. Cancellations made after October 14th are non-refundable. Written notification is required to process any cancellation or refund.