FIRMA Member Price: $550.00
Non-Member Price: $850.00
Three or more Group, per attendee - FIRMA Member: $425.00
Three or more Group, per attendee - Non-Member: $700.00
FIRMA VIRTUAL SEMINAR
“CURRENT & EMERGING FIDUCIARY RISKS”
AGENDA
Wednesday, October 16, 2024
All times are Eastern
9:55am 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
ERISA Update
Jennifer Eller, Groom Law, Chartered
12:30pm to 1:15pm
Lunch
1:15pm to 2:15pm
Elder Abuse
Scott Rahn, RMO Lawyers
Paul Greenwood, RMO Lawyers
2:45pm to 3:45pm
How the Bitcoin ETF is Changing the Industry
Mick Comiskey, CIBC Private Wealth
4:15pm to 5:15pm
How Do I Audit or Review That…?
Machelle Rinko, Farmers' National Bank of Canfield
5:15pm Adjourn
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 2024.
Enjoy:
Powered with a trusted and reputable virtual platform, Zoom, through Cypress Planning Group.
The program content is designed to benefit risk management and compliance professionals at all skill levels, including fiduciary risk managers and executives, as well as audit, fiduciary, and investment executives and administrators.
All sessions, other than our opening Regulatory Panel, will be recorded for playback for registered attendees.
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 6.0, CRCM 2.5, and CSOP and CRSP 1.25. Check with your credentials provider for specific applicability.
Registration Deadline is October 8th
Cancellations received through October 8, 2024 will be refunded less a $75 service charge. Cancellations made after October 8th are non-refundable. Written notification is required to process any cancellation or refund.