Events

WEBINAR--ABA Trust Regulatory and Legislative Update

November 15, 2023

Individual Registration Option

FIRMA Member Price: $150.00
Non-Member Price: $250.00

Group Registration Option

Three or more Group, per attendee - FIRMA Member: $100.00
Three or more Group, per attendee - Non-Member: $200.00
Registration Form

Description

 

“ABA Trust Regulatory and Legislative Update”
November 15, 2023
3:00 - 4:30pm ET
 

Speaker:
Tim E. Keehan
Vice President and Senior Counsel
American Bankers Association
Washington, DC
 

ABA will provide the latest federal legislative and regulatory initiatives driving and directing trust and wealth management activities, operations, and compliance.  Topics will include SECURE 2.0 implementation and new legislation on retirement investing, followed by regulatory priorities, proposals, and guidance on fiduciary investment advice, IRA rollovers and RMDs, ESG investing, conflicts of interest, custody of advisory assets, and asset management risk areas.


We hope that you will take advantage of this cost-benefit opportunity to participate in our valuable non-travel education programs. FIRMA members enjoy discounted registration pricing for each of our webinars in 2023.

 

FIRMA encourages you to extend a special invitation to your Bank Counsel, Fiduciary Compliance and Risk Executives, and your Business Executives to attend our program.

This session will be NOT be recorded for playback. Please plan to join us LIVE for this session.

 

Enjoy:

  • 1.5 hours of top-tier industry relevant training
  • Connection to education from your work or home location
  • Interactive Questions and Answers with the speakers

Powered with a trusted and reputable virtual platform, Zoom, through Cypress Planning Group.

 

CONTINUING EDUCATION CREDITS (CE’s):

Certified FIRMA Members and Cannon CFIRS®, CCTP™, CRPP™, AFIM®, CTOP®, CTA, and CTCP Professionals are pre-approved for 1.5 CE’s for this Webinar. The American Bankers Association has pre-approved the following CE’s for this Webinar: CCTS, CSOP, CTFA, and CRSP 2.0 credits.  Check with your credentials provider for specific applicability.



REGISTRATION CLOSES NOVEMBER 8TH

 

THANK YOU TO OUR SPONSORS:

Kropschott Consulting Partners
Infovisa
Broadridge Financial

Upcoming Events

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WEBINAR--ABA Trust Regulatory and Legislative Update
Apr292024
2024 National Training Conference -- New Orleans

Registration Deadline

November 8, 2023

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 November 8, 2023 will be refunded less a $25 service charge. Cancellations made after November 8th are non-refundable. Written notification is required to process any cancellation or refund.