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Welcoming Remarks
8:00 - 8:15 am
Opening Address
8:15 - 9:15 am“Leading-Edge Investment Strategies & Associated Risks”
General Sessions
9:30
–10:30 am
“What
You Need To Know About Privacy and Why”
10:45 - 11:45 am
“Pandemic Preparedness – Myths, Hype, and Reality”
Keynote Luncheon
11:45 am
– 1:00 pm
1:15 – 2:15 pm
“Dynasty Trusts Why Dynasty Trusts And Why Delaware??”
2:30 – 3:30 pm
“Key Risks in Doing Business with Family Offices”
3:45 - 4:45 pm1:15 – 2:15 pm
2:30 – 3:30 pm
3:45 - 4:45 pm1:15 – 2:15 pm
“Risk Metrics - Management Tools”
2:30 – 3:30 pm
“Control of Marketing Materials”
3:45 - 4:45 pmFIRMA’s Welcome Reception
6:00 –8:00 pm
General Sessions
8:00 -9:00 am
New! “Fiduciary Litigation”“Hot Legislative Trust Issues”
10:30 - 11:30 am
11:45 am - 12:45 pm
“Overseeing the Introduction of New Products”Lunch at Your Leisure
General Sessions
8:00 -9:00 am
“FIRMA Annual Membership Meeting”Concurrent Sessions - “Track I - Investments”
9:15 -10:15 am
10:30 -11:30 am
Concurrent Sessions - “Track II – Operational Risks”
9:15 -10:15 am
“Outsourcing and Vendor Management”
10:30 -11:30 am
"Outsourcing and
Vendor
Management (Repeat Session)”
Concurrent
Sessions -
“Track III – Core Competencies”
9:15 -10:15 am
“Consumer Regulation Oversight in Trust and Private Banking”
10:30 -11:30 am
"Governance
and Trust
Committee Structure”
Concurrent Sessions - “Track IV – Regulatory”
9:15 -10:15 am
“Regulator Open Session – OCC”
10:30 -11:30 am
"Regulator Open Session –
FED”
Hosted Luncheon
11:30 - 1:00 pmNew! "Richard W. Jacobs"
Concurrent Sessions – "Track I – Investments"
1:00 - 2:15 pm“Complex Investments (Repeat Session)”
2:30 - 3:30 pm
“Soft Dollars - Rule 28e”3:45 - 4:45 pm
“Fiduciary Roundtable - Small Bank”Concurrent Sessions – "Track II – Operational Risks"
1:15 - 2:15 pm“International / Offshore Trust and Wealth Services”
2:30 - 3:30 pm
“Corporate and Class Actions Settlement Process”3:45 - 4:45 pm
“Fiduciary Roundtable - Large Bank”Concurrent Sessions – "Track III – Governance"
1:15 - 2:15 pm“Personal and Institutional Trust Administrative Reviews”
2:30 - 3:30 pm
New! “Enterprise Risk Management”3:45 - 4:45 pm
“Personal and Institutional Trusts Administrative Reviews”Concurrent Sessions – "Track IV – Regulatory"
1:15 - 2:15 pmNew! “Regulator Open Session - SEC”
2:30 - 3:30 pm
New! “Regulator Open Session - FDIC”3:45 - 4:45 pm
“Regulatory Roundtable”General Sessions
8:00 – 9:00 am
“Balance Between Audit/Compliance and Risk Management - Best Practices”
9:15 – 10:15 am
“Discretionary
vs. Directed Investment Risk”
10:30 - 11:30 am
Conference Adjourns
11:30 am
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