Events

WEBINAR -- Account Pre-and Post-Acceptance Risk Mitigation

August 20, 2025

Individual Registration Option

FIRMA Member Price: $175.00
Non-Member Price: $275.00

Group Registration Option

Three or more Group, per attendee - FIRMA Member: $125.00
Three or more Group, per attendee - Non-Member: $225.00
Registration Form

Description

 

“Account Pre-Acceptance and Post-Acceptance Risk Mitigation

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:

  • 1.5 hours of top-tier industry relevant training
  • Connection to education from your work or home location
  • Interactive Questions and Answers with the speakers

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: CTFACRCM, CERP, CCTS, and CSOP 2.0.  Check with your credentials provider for specific applicability. 

 

 

 

REGISTRATION CLOSES AUGUST 13TH 

 

Upcoming Events

Registration Deadline

August 13, 2025

Registration

Individual Registration Option

For individuals registering for a single webinar, please check one of the following:

Group Registration Option

For companies registering three (3) or more employees, please check one of the following:

Before registering and paying as a group attendee, please confirm with your employer that they will be sending at least three attendees.

Group coordinators wishing to register several attendees and make a single payment may contact Amy Caple at the FIRMA Office for assistance. Please call (770) 790-8355 or email to amy@thefirma.org

Payment Type

Cancellation Policy

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.