FIRMA’s 36th National Risk Management Training Conference


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FIRMA’s 36th National Risk Management Training Conference will be held May 1-4, 2023, at the Grand Hyatt San Antonio River Walk.  Sign up 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 discounts available for groups of attendees from the same company. Groups of 5-9 attendees receive a 5% discount, and groups of 10+ attendees receive a 10% discount. For the discount to apply, group registrations must be arranged through the FIRMA office with all attendee information being sent at the same time.

Host Hotel Reservations
Our guest room rate at the Grand Hyatt is $295. We also have government rooms within the block at the prevailing government rate. To make your reservation by telephone, please call 877-803-7534 and ask for the FIRMA group (or FIRMA Government group for the prevailing government rate).

You can also book your room online at (group rate) or (government rate). Government block attendees must show proper credentials at check-in. NOTE: The deadline to secure your room at the FIRMA Conference rate is 5:00pm ET on April 7, 2023.


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. 

Conference Sponsors

Broadridge Proxytrust
Renaissance Regulatory Services TEAM
The Trust Education Foundation, Inc. (TEF) SS and C Innovest
Cannon Financial