Events

2023 National Training Conference -- San Antonio

May 1 - 4, 2023

Description

 

*** SAVE THE DATE ***

FIRMA’s 36th National Risk Management Training Conference will be held May 1-4, 2023, at the Grand Hyatt San Antonio River Walk.  We hope you will mark your calendars now for this important event.  Conference fees are as follows:

FIRMA Member                                         $ 2,095.00**
Non-Member                                             $ 2,550.00**
Regulator:  FIRMA Member                      $ 1,895.00
Regulator:  Non-Member                          $ 2,200.00

Early Bird Discount:  For attendees registered and paid before March 11, 2023, take a $100 discount off the above fees.

**Group Discounts:  We have group discounts available for groups of 5-9 attendees and for 10+ attendees from the same company. For the discount to apply, group registrations must be arranged through the FIRMA office with all attendee information being sent at the same time.


Our guest room rate at the Grand Hyatt is $295. We also have government rooms within the block at the prevailing government rate. The reservations link will be posted when our room block opens.
 

Our conference will offer outstanding topics of interest to support our Fiduciary and Investment Risk Management program, including Keynote sessions for “The State of the Trust Profession,” “Industry Trends,” “Crypto,” “Cyber Security: Financial Open Source Intelligence;” a Regulatory Update General session from the regulators; special peer Roundtable discussion sessions; “Economic Update;”  “Emerging Risks;” “Top Five AI Concepts;” “ERISA Update;” “Ethics: Conduct and Culture Risks;” “RIA Risks;” “Second Line Testing;” “Fiduciary Executive Panel;” “Audit Issue Management;” “Intellectual Property;” “Difficult/Hard-to-Find Beneficiaries;” “ESG;”  “Data Governance /Privacy;” “Regulatory Reporting – Schedule RT-C;” “Fiduciary Challenges in a Global/Offshore World,” and over 20 other state-of-the-industry topics in general and breakout sessions.

The Conference will also offer three concurrent Tuesday afternoon Focus Sessions.  The Focus Session topics are “Beyond the Basics: Risk Assessments;” “Data Analytics Workshop;” and “Beyond the Basics: Reviews.” Our Focus Sessions are complimentary for paid conference attendees.

The Conference brochure with full details will be available in the coming weeks.

 

Registration will open in early December 2022 -- please plan to join us!