17TH ANNUAL
NATIONAL TRAINING CONFERENCE NOTES

Conference Overview
FIRMA is proud to sponsor its Seventeenth Annual National Training Conference. The responsibilities of Risk Management Professionals have expanded beyond traditional fiduciary and investment activities. Other areas of responsibilities include asset management, broker/dealer activities, and insurance products. In recognition of this, FIRMA provides training resources to reach the broader range of risk management professionals associated with these activities.

Our national speakers will discuss the current transitional trends in the industry, new products and specialized lines of business, and will provide insights as to the management and control of associated risks. Our program is designed to provide valuable benefits to:
  • Fiduciary Auditors and Compliance Officers
  • State and National Regulators
  • Asset and Investment Management Professionals
  • Legal Counsel
  • Fiduciary Executives
  • Certified Public Accountants
  • Risk Management Professionals
The program will offer a unique combination of general sessions and individualized group sessions. Our general sessions will primarily address issues of significant importance to the risk and investment management industry. This year, we have expanded our breakout sessions, which will now be held both on Tuesday and Wednesday. We will still offer four separate educational tracks each day, totaling 32 breakout sessions. These sessions focus on more specialized products and services from which attendees can choose the topics of most importance to their institutions and we are offering a number of repeat sessions. We are also pleased to offer a specialized Workshop prior to the start of the formal conference.

Workshop Fees
Our fees for the Pre-Conference Workshop are $200 for FIRMA members and $250 for non-members.

Conference Fees
Conference fees are $1,195 for FIRMA members and $1,395 for non-members. This fee includes all conference materials, daily continental breakfasts, morning and afternoon refreshment breaks, two luncheons and a Monday evening welcome reception. For conference payments received prior to March 1, 2003, the conference fees are $1,095 for FIRMA members and $1,295 for nonmembers.

Special Fee Offer
FIRMA offers a special “register and join” conference fee for individuals wishing to attend the 2003 conference and join FIRMA.

FIRMA
will apply $125 of our conference fee to your first year’s dues. The “register and join” fees are $1,295 prior to March 1, 2003, and $1,395 thereafter. FIRMA also offers special fees for attendees from national and state regulatory agencies. Please call our FIRMA Office at 706-354-0083 to inquire about these special conference fees.

Group Discounts
Group discounts to the above prices are available as follows:
• 5% off the above fees if 3 registrations are received as a group • 10% off the above fees if 5 registrations are received as a group • 20% off the above fees if 12 or more registrations are received as a group Cancellation Refund Policy Cancellations received prior to February 28, 2003, will be refunded in full. Cancellations received between February 28th and March 21st will be refunded subject to a $150 service charge. Cancellations made after March 21st, 2003, are non-refundable. No refunds will be processed unless the cancellation is made in writing. Note: You may transfer your registration to another person at any time. FIRMA reserves the right to change speakers or reschedule or cancel sessions when necessary. FIRMA is not responsible for airfare penalties that may be incurred should this program be canceled. Continuing Education The 2003 Training Conference provides 27 hours of continuing professional education credit. The Pre-Conference Workshop provides 3 hours of continuing professional education credit. All of these hours will be recognized as FIRMA-specific for FIRMA certified members. Tax Deductibility The cost of continuing education (when taken to maintain or enhance professional development) may be tax deductible. Please consult with your tax professional for more information.