FIRMA’s 32nd National Risk Management Training Conference will be held April 22-26, 2018, at the Loews Coronado Bay Resort in San Diego.  We hope you will mark your calendars now for this important event.  Conference fees for the 2018 event will be as follows:

Our conference will offer outstanding topics of interest to support our Fiduciary and Investment Risk Management program, including  Keynote sessions for “Risk, Regulation, and Reputation” and “Remembering (and Forgetting) Black Monday;” a Regulatory Update session from the regulators; special peer Roundtable discussion sessions; “Advanced Conflicts of Interest;” “The Dark Web;” “Habits of Highly Successful Professionals;” “Ethics;” “Fin-Tech: Innovation Digital Financial Services;” “ROBO Advisors;” “AML Red Flags;” “DOL Rule – Critical Highlights and Status;” “Data Analytics;” “Current Fiduciary Litigation;” “Elder Abuse;”  “Robo Advisor – Strategies and Risks;” “Managing the Risks of Account Officer Succession;” and over 20 other state-of-the-industry topics – both general and breakout sessions.

The Conference will also offer two Sunday Workshops and two Complimentary Tuesday afternoon Focus Sessions.  Workshop I is titled “Enterprise-Wide Vendor Management” and Workshop II is titled “Operational Risk Assessments.”  The Focus Session titles are “What’s Key in Key Risk Indicators” and “Risk and Oversight for Social Media for Trust / Wealth.”  Costs for the Sunday workshops are $295 Member; $395 Non-member. The Focus Sessions are complimentary for paid conference attendees.