40th Annual FIRMA National Risk Management Training Conference
March 22 - 25, 2027

We are excited to host our 40th Anniversary Conference at the beautiful Omni Louisville Hotel in downtown Louisville, Kentucky. Please plan to join us at this very special event!

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Our conference will offer outstanding topics of interest to support our Fiduciary and Investment Risk Management program, including a Keynote for “Future of the Fiduciary Industry,” a Regulatory Update General Session from the regulators; engaged peer Roundtable discussion sessions; “Economic Update;”  “Managing Conflicts of Interest;” “AML and BSA Risk in Fiduciary relationships;” “From Metrics to Meaning;” “Expectations for Board and Committee Oversight;” “Prediction Markets;” “Investment Policy, Duty, and Governance;” “Fiduciary Executive Panel;” “Succession Planning;” “Advanced IRA Administration;” “Terminating Trust Relationships;” and over 25 other state-of-the-industry topics in general and breakout sessions.

The Conference will also offer special Extended Breakout Sessions.  Included topics are “What Fiduciary Committees Should Really Be Doing;” “Advanced Trust Provisions;” and “From Prompting to Agentic AI.”

 

Conference Venue & Host Hotel
Omni Louisville Hotel
400 South 2nd Street
Louisville, KY  40202

Preview the Omni at:  https://www.omnihotels.com/hotels/louisville/
Our group hotel room rate is $309.00.  A limited number of government rooms will be available at the prevailing rate for Monday-Wednesday nights. The hotel room blocks will open in Fall 2026. 

 

Registration fees for the 2027 conference are as follows:

Conference fees:
FIRMA Member                    $2,350
Non-Member                        $2,850

Group Discount: For groups of 6 or more from the same organization, there is a $125 discount off the above prices. 

  • Before registering as a Group attendee, please verify with your company that at least 6 employees from your organization will be attending. We can no longer provide a single invoice for Group registrations. Each attendee must pay online individually for their registration, or submit their invoice to their organization if paying with one check. 
  • Attendees are responsible for knowing their Group status and registering with the correct code to obtain the discount. 
  • Please contact Amy Caple at the FIRMA Office for details and to obtain the Group Code to use on the registration form  -- [email protected] or (770) 790-8355.



State and Federal Regulator fees:
FIRMA Member                    $2,150
Non-Member                        $2,650

Early Bird Discount: Receive a $100 discount when registered and paid by February 1, 2027.

Cancellation Policy

  • Cancellations received through February 17, 2027, receive a refund less a $300 service fee.
  • Cancellations received after February 17, 2027, are nonrefundable.
  • Registrants with unpaid balances who cancel after February 17, 2027, will be assessed a $300 service fee.


Registration will open in Fall 2026!

CONTINUING EDUCATION CREDITS (CEs): 
CE pre-approvals are in process. Please check back for details.

The Fiduciary and Investment Risk Management Association, Inc.™ (FIRMA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org.


SPONSORS & EXHIBITORS: 
For Conference sponsor & exhibit information and registration, please click HERE.

More details will be posted as they become available. Please watch this space!