Senior Executive Panel – Vision and Direction of Wealth Risk Management


 David W. Fisher
Executive Vice President
Wealth Division Manager
BB&T WEALTH
Charlotte, North Carolina
Kevin McCabe
EVP/Chief Auditor
WELLS FARGO & COMPANY
San Francisco, California

Larry J. Musher - Moderator
President
FIDUCIARY SERVICES
CONSULTING GROUP, LLC
Baltimore, Maryland

John Paulus
Senior Vice President
Manager of Risk and Strategy
Wealth Management & Securities Services
US BANK
Minneapolis, Minnesota


Wealth Management and Risk Management are two of the hottest topics in financial services. Wall Street headlines, current legislative attention, and regulatory examination pressures attest to this focus. FIRMA is proud to sponsor this important discussion of the unique and required role that Risk Management commands within fiduciary services – and its future expectations. From three different perspectives, our Executive Panel will discuss staffing, reporting, communications, coordination, independence, and governance prerequisites. Our audience will also hear executive insights addressing strategies and approaches for risk management requirements dealing with regulatory relations, new products, vendors, business continuity, models, and internal and external changes. This is a “must-attend” session for fiduciary risk management professionals who are seeking clearer line of sight in executing their responsibilities.

Click here for speaker biography - David W. Fisher

Click here for speaker biography - Kevin McCabe

Click here for speaker biography - Larry J. Musher

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