FIRMA Member Price: $500.00
Non-Member Price: $775.00
Three or more Group, per attendee - FIRMA Member: $425.00
Three or more Group, per attendee - Non-Member: $700.00
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
“DOL Fiduciary Rule Update”
Jason Roberts, Pension Resource Institute, LLC
12:30pm to 1:15pm
1:15pm to 2:15pm
“Data Analytics Explained”
Trent Russell, Greenskies Analytics
2:45pm to 3:45pm
Gabrielle Bailey, The Glenmede Trust Company
Patrick Renaud, The Glenmede Trust Company
David Villwock, JP Morgan Chase Bank
David Williams, Northern Trust Company
4:15pm to 5:15pm
“Prudence & Principal: Uniform Prudent Investor Rule and Uniform Fiduciary Income & Principal Act Now”
Suzanne Shier, J.D., Levenfeld Pearlstein, LLC
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 6.25, CCTS 1.25 and CRSP 1.25. Check with your credentials provider for specific applicability.
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.
REGISTRATION DEADLINE IS OCTOBER 6th
Cancellations received through October 6, 2023 will be refunded less a $75 service charge. Cancellations made after October 6th are non-refundable. Written notification is required to process any cancellation or refund.