2017 National Training Conference -- New Orleans

May 21 - 25, 2017


Attend FIRMA's 2017 National Conference in New Orleans to learn FIDUCIARY RISK Management from the experts.

New Orleans Marriott (Canal Street)
New Orleans, Louisiana

Our demanding and challenging financial times continue and FIRMA has stood strong in our belief that there is no more vital time than now for training and understanding. In recognition of this, FIRMA is proud to provide training resources to risk management professionals who are responsible for asset/wealth management, broker/dealer/advisor activities, and insurance products.

Our national speakers will discuss the current trends in the industry, new products and specialized lines of business, and will provide insights to the management and control of associated risks.

Click here to view the conference brochure
Click here to register for the conference
Click here to make your hotel reservation at the Marriott

2017 conference registration fees:

For full payment received through March 17, 2017:
FIRMA Member                    $ 1,650
Non-Member                        $ 1,895

For full payment received after March 17, 2017:
FIRMA Member                 $ 1,750
Non-Member                       $ 1,995

State and Federal Regulator rates:
FIRMA Member                 $ 1,450
Non-Member                       $ 1,595

Jackson Square Picture

Our conference will offer outstanding topics of interest to support our Fiduciary and Investment Risk Management program, including  Keynote sessions for “The Wolf of Wall Street Exposé” and “Governance and Board Responsibilities;” a Regulatory Update session from the regulators; special peer Roundtable discussion sessions; "Re-thinking Sales Practices;" “Culture in Asset Management;” “Deception;” “ROBO Advisors;” “A Special Fiduciary Executive Focus track;” “Testing the Tester within Lines of Defense;” “Specialty Asset Valuation’; “Fraud within Wealth Management;” “Elder Abuse’;  “Audit Themes for Community Banks;”  “DOL Fiduciary Standard and ERISA Update;” and over 20 other state-of-the-industry topics – both general and breakout sessions.

The Conference will also offer two Sunday Workshops and a Complimentary Tuesday afternoon In-Conference Seminar.  Workshop I is titled “Fiduciary Risk Boot - Camp” and Workshop II is titled “Coordinating Risk Assessment & Testing for Three Lines of Defense.Costs for the Sunday workshops are $295 Member; $395 Non-member. The Complimentary In-Conference Seminar title is “Agile Risk Management and Risk Culture.”

Our FIRMA group rate at the Marriott is $225.  A limited number of government rate rooms are also available. Reservations for both room types may be made online at

NOTE: The government allotment of rooms at our host hotel has filled. You are welcome to check back with them for availability in case of cancellations before our group cutoff of April 28th. FIRMA has arranged an overflow block of government rooms at the JW Marriott directly across Canal Street from our host hotel. To make a reservation at the JW, go to or call 877-622-3056 and ask for the FIRMA block. The deadline for the JW is April 20th.

Don't Be Left Behind!

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New Orleans Marriott (Canal Street) 555 Canal St, New Orleans, LA 70130