Events

WEBINAR--Executive Panel: Personal Trust-Our Changing World

September 16, 2020

Individual Registration Option

Member Price: $130.00
Non-Member Price: $195.00

Group Registration Option

Three or more Group, per attendee - Member: $85.00
Three or more Group, per attendee - Non-Member: $150.00
Registration Form

Description

Click here for Printable Registration Form

Wednesday, September 16, 2020
3:00-4:30pm ET

 

“Executive Panel: Personal Trust – Our Changing World”

Gabrielle Bailey
Chief Fiduciary Officer, Managing Director - CIBC Private Wealth Management

David Villwock
Head of Firmwide Fiduciary Compliance, Managing Director - JPMorgan Chase Bank, NA

 

In this session, Fiduciary senior executives from three different organizations will share their perspective on best and leading practices and how they are approaching current and emerging challenges related to regulatory changes, technology advancements and industry trends.  They will also answer your questions about how these changes may impact your business.

 

 

Upcoming Events

Registration Deadline

September 11, 2020

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:

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 September 11, 2020, will be refunded less a $25 service charge. Cancellations made after September 11, 2020, are not refundable.