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SEMINAR AGENDA
Tuesday, October 15, 2019
Seminar Registration
12:00 to 1:00pm
Welcome and Introduction
1:00 to 1:10pm
Claire Skupski
Current OCC Trust Initiatives
1:10 to 2:15pm
Chiz Egbuonu
Trust Litigation
2:30 to 3:30pm
Lisa Badish-Forbes
Cannabis, Marijuana and Hemp: Risks and Opportunities for Trusts & Fiduciaries
3:45 to 5:00pm
Mike Speaker
FIRMA Welcome Reception
5:15 to 6:15pm
Auditorium Foyer
Wednesday, October 16, 2019
Continental Breakfast
7:30 to 8:30am
ERISA Update
8:30 to 9:30am
Scott Mayland
Cybersecurity for the Risk Manager
9:45 to 10:45am
Greg Michalek
Beyond Reg 9
11:00am to 12:00pm
Satish Pattegar
Adjourn
12:00pm
EVENT LOCATION:
Key Center
9th Floor - R.W. Gillespie Conference & Education Center
Case Western Auditorium, 127 Public Square
Cleveland, Ohio 44114
SEMINAR FEES
FIRMA Members -- $440
Non-members -- $595
CONTINUING EDUCATION CREDITS
FIRMA: 6.0
NASBA: 6.0
CRSP: 4.0
CSOP: 5.25
CTFA: 8.0
Cancellations received through September 27, 2019, will be refunded less a $25 service charge. Cancellations received September 28, 2019 through October 4, 2019 will be refunded less a $125 service charge. Cancellations made after October 4, 2019, are not refundable.
FIRMA reserves the right to change speakers or reschedule or cancel sessions when necessary. FIRMA is not responsible for any penalties (e.g. airfare, hotels, etc.) that may be incurred should this program be canceled. For more information regarding seminar administrative policies such as complaint or refund, please contact our offices at (770) 790-8355.
© FIRMA 2019. All rights reserved.
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The Fiduciary & Investment Risk Management Association, Inc.
P.O. Box 669515, Marietta, GA 30066
