Webinars

We hope you can join us for our 2026 Webinars:

March 25th - 90-minute webinar
“Understanding ERISA Prohibited Transactions: Statutory Language, DOL Interpretations, and the Joy of PTE-ing”
Sponsored by Life Insurance Trust Company/ITM

June 25th - 90-minute webinar (this program is complimentary and for FIRMA members only)
"Administrative and Investment Reviews - First and Second Line Oversight"
Presenters: Cindy Eubank & Sabrina Seminetta

July 15th - Half-day webinar
"Investment Management in the Current Environment: What You Need to Know"
Presenters: Bill Norris, Mick Comiskey & Nanna Goodfellow
Click here for more information and to register

August 12th - 90-minute webinar
"Fiduciary Fees: Decisions & Risks"
Presenters: Don Moore & Deb Austin

September 16th - 90-minute webinar
"Operational Resilience"
Presenter: Paul Latham

October 21st - Full-day webinar
"Current & Emerging Fiduciary Risks"
Sponsored by Life Insurance Trust Company/ITM

November 18th - 90-minute webinar
"ABA Trust Regulatory & Legislative Update"
Sponsored by SS&C Black Diamond Wealth Solutions and Baker Tilly Advisory Group LP
Presenters: Tim Keehan & Dale Baker

Please see our Calendar for full details as they become available.

CONTINUING EDUCATION CREDITS

Certified FIRMA Members and Cannon CFIRS®, CCTP™, CRPP™, AFIM®, CTOP®, CTA, and CTCP Professionals are pre-approved for CE’s for FIRMA webinars. 

FIRMA applies for pre-approval of webinars with the American Bankers Association. Please see each event for details on specific ABA certification credits.

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.

Check with your credentials provider for specific applicability.