FIRMA Member Price: $450.00
Non-Member Price: $675.00
Three or more Group, per attendee - FIRMA Member: $375.00
Three or more Group, per attendee - Non-Member: $600.00
FIRMA ONE-DAY VIRTUAL SEMINAR
“EMERGING & CURRENT FIDUCIARY RISKS”
Wednesday, October 26, 2022
9:50am to 10:00am
Welcome and Introduction
Hale Mast, FIRMA
10:00am to 11:00am
“Trust Regulator Panel”
Jamie Bazarow, FED
Tom Belcher, FDIC
Chizoba Egbuonu, OCC
11:30am to 12:30pm
Jennifer Eller, Groom Law, Chartered
12:30pm to 1:15pm
1:15pm to 2:15pm
“Estate Settlement – Responsibilities, Risks, and Rewards”
Robert Maxwell, The Glenmede Trust Company
2:45pm to 3:45pm
“Fiduciary KRIs: Metrics That Matter”
Lisa Garcia, CIBC Private Wealth Management
4:15pm to 5:15pm
“Advising, Avoiding and Advocating Against Elder Abuse”
Denise Lettau, J.D., National Care Advisors
Continuing Education Credits (CEs)
Certified FIRMA Members and Cannon CFIRS®, CCTP™, CRPP™, AFIM®, CTOP®, CTA, and CTCP Professionals are pre-approved for 5.0 CEs for this Virtual Seminar. The ABA has pre-approved the following CEs: CTFA 5.0, CSOP 3.75, CRSP 2.5, CCTS 1.25. Check with your credentials provider for specific applicability.
FIRMA encourages you to extend a special invitation to your Fiduciary Risk Colleagues!
All sessions, other than our opening Regulatory Panel, will be recorded for playback by registered attendees.
Registration Deadline is October 14th.
Cancellations received through October 14, 2022 will be refunded less a $75 service charge. Cancellations made after October 14th are non-refundable. Written notification is required to process any cancellation or refund.