FIRMA Member Price: $175.00
Non-Member Price: $275.00
Three or more Group, per attendee - FIRMA Member: $125.00
Three or more Group, per attendee - Non-Member: $225.00
Registration Form
August 20, 2025
3:00 - 4:30pm ET
SPEAKER:
Louis Valker
SVP, Personal Trust Manager
Private Wealth Advisory Services
First Citizens Trust Company
Raleigh, NC
Louis is responsible for overall leadership, strategic planning, and management of the First Citizen’s Personal Trust Group.
New business is a cause for celebration, but what happens after the fireworks dim and the work begins? Without robust pre-acceptance standards you may find some hidden risks that turn a sales success into a fiduciary dilemma. Join Louis to discuss the importance of strict pre-acceptation procedures and post-acceptance steps to mitigate risk and cultivate strong client relationships.
We hope that you will take advantage of this cost-benefit opportunity to participate in our valuable non-travel education programs. FIRMA members enjoy discounted registration pricing for each of our webinars in 2025.
NOTE: FIRMA encourages you to extend a special invitation to your Business First Line Executives, Compliance Executives, Audit Executives, and to your Bank Counsel Team to attend this timely, informative Webinar.
This program will be recorded for playback by registered attendees.
Enjoy:
Powered with a trusted and reputable virtual platform, Zoom, through Cypress Planning Group.
CONTINUING EDUCATION CREDITS (CEs)
Certified FIRMA Members and Cannon CFIRS®, CCTP™, CRPP™, AFIM®, CTOP®, CTA, and CTCP Professionals are pre-approved for 1.5 CEs for this Virtual Seminar. The ABA has pre-approved the following CEs: CTFA, CRCM, CERP, CCTS, and CSOP 2.0. Check with your credentials provider for specific applicability.
REGISTRATION CLOSES AUGUST 13TH
Cancellations received through August 13, 2025 will be refunded less a $25 service charge. Cancellations made after August 13th are non-refundable. Written notification is required to process any cancellation or refund.