“Current & Emerging Fiduciary Risks”
Virtual Seminar

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 CLOSES OCTOBER 8TH

 
AGENDA
Wednesday, October 15, 2025
All times are Eastern

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

10:00am to 11:00am
Trust Tales
Holly Bailey, Northern Trust

11:30am to 12:30pm
Enforcement with ERISA – DOL/IRS/Secure Act
Larry Divers, Cannon Financial Institute

12:30pm to 1:15pm
Lunch

1:15pm to 2:15pm
Proxy Voting
Edward Apsey, CIBC

2:45pm to 3:45pm
Philanthropic Strategy & Pitfalls
Harrison Miller, Fidelity Charitable 

4:15pm to 5:15pm
Trust Litigation
Robin Maher & David Lieberman, Levenfeld Pearlstein LLP

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 2025.
 
Enjoy:

• 5 hours of top-tier industry relevant training
• Connection to education from your work or home location
• Interactive Questions and Answers with the speakers