“Current & Emerging Fiduciary Risks”
Full-Day Webinar

AGENDA
Wednesday, October 21, 2026
All times are Eastern

9:55am to 10:00am
Welcome and Introduction
Hale Mast, FIRMA

10:00am to 11:00am
Regulator Panel
OCC; FED; FDIC

11:30am to 12:30pm
Tokenization Advancements Leading to New Ways of Doing Business
Mike Tropeano, FI-TEK

12:30pm to 1:15pm
Lunch

1:15pm to 2:15pm
First Line Governance and Controls
Jayson Lashin, JPMorgan Chase

2:45pm to 3:45pm
Fraud Awareness, Identification, and Control
Alicia Thomas, BOK

4:15pm to 5:15pm
Conflicts of Interest
Partick Alyward, TRUSTworthy Consultants, LLC
Kim Breithaupt, KBR Consulting

5:15pm Adjourn

SESSION DETAILS COMING SOON! PLEASE CHECK BACK.

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 2026.

NOTE:  FIRMA encourages you to extend a special invitation to your organization's Business First Line; Fiduciary Counsel, Fiduciary Audit, Compliance and Risk; and Operational Business Line professionals to attend this timely, informative Webinar.

DELIVERY METHOD: Group-Internet Based Training, including interactive Q&A. Presented through the Zoom virtual platform. This session will be recorded for playback for registered attendees.
NASBA Fields of Study: Specialized Knowledge (1.2 CPEs) and Regulatory Ethics (4.8 CPEs)
PROGRAM KNOWLEDGE LEVEL: Intermediate
PREREQUISITES and ADVANCED PREPARATION:  None

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. ABA pre-approval is pending. NASBA has approved 6.0 Group-Internet Based credits. Check with your credentials provider for specific applicability. 

The Fiduciary and Investment Risk Management Association, Inc.™ (FIRMA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBAregistry.org.

REGISTRATION FEES

Individual Registrations
FIRMA Member Price: $550.00
Non-Member Price: $850.00

Group Registrations (minimum of 3 attendees from the same organization) **
FIRMA Member: $425.00 per person
Non-Member: $700.00 per person
**Before registering as a Group attendee, please verify with your company that at least 3 employees from your organization will be attending. We can no longer provide a single invoice for Group registrations. Each attendee must pay online individually for their registration, or submit their invoice to their organization if paying with one check or credit card. 

REGISTRATION DEADLINE IS OCTOBER 14TH

CANCELLATION/REFUND and COMPLAINT RESOLUTION POLICY
Cancellations received through October 14, 2026 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. 

FIRMA reserves the right to change speakers or reschedule or cancel sessions when necessary.  For more information regarding seminar administrative policies such as complaint or refund, please contact our offices at 770-790-8355.

REGISTER NOW