“Fee Administration: Decisions & Risks”
Webinar

Sponsored by Life Insurance Trust Company/ITM

Presenters:
Deb Austin, CTCP, CTFA
Independent Consultant
La Mesa, CA
Chicago, IL

Don Moore, Jr., CTFA, CFIRS
Founder, CEO
Bearmoor LLC
Florissant, CO

This session examines fiduciary fee-setting responsibilities, associated risks, and governance frameworks. Participants will explore conflict-of-interest considerations, oversight practices, and litigation trends to enhance documentation and defensible decision-making.

Attendees will be able to analyze fiduciary duties and identify conflict-of-interest risks in fee setting; evaluate fee governance structures and oversight practices; and apply strategies to document and justify fee decisions to mitigate regulatory and litigation risk.  Please join Deb and Don for an interactive and lively history of fiduciary fee administration, including missteps.

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.

FIRMA encourages you to extend a special invitation to your Business First Line Executives, Compliance Executives, Audit Executives, and your Bank Counsel Team 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 Field of Study: Regulatory Ethics
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 1.5 CEs for this Virtual Seminar. The ABA has pre-approved the following CEs: CTFA, CERP and CRCM 2.0. NASBA has approved 1.5 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: $195.00
Non-Member Price: $300.00

Group Registrations (minimum of 3 attendees from the same organization) **
FIRMA Member: $145.00 per person
Non-Member: $250.00 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. 

CANCELLATION/REFUND and COMPLAINT RESOLUTION POLICY
Cancellations received through August 5, 2026 will be refunded less a $25 service charge. Cancellations made after August 5th 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