“Operational Resilience -- Safeguarding Fiduciary Trust in an Age of Disruption”
Webinar

Sponsored by: F2 Strategy, Broadridge and Supernova
                     

Presenter:
Paul Latham, CBCP, FPEM
SVP, Global Head Operational Resilience
Citi
Tampa, FL

As operational disruptions grow more frequent and severe, fiduciary and investment risk professionals must shift their focus from simple system recovery to comprehensive operational resilience. This 90-minute session explores how to safeguard client trust by transitioning from traditional business continuity to a service-centric resilience framework. Participants will learn to identify Important Business Services from an “outside-in” client perspective, map critical dependencies across people, technology, and third-party suppliers, and establish rigorous impact tolerances. We will also demystify “severe but plausible” scenario testing and outline board-level governance required to fulfill fiduciary duties of prudence in a crisis. By attending, you will gain the practical tools to define and protect your firm’s most critical client-facing operations. Ultimately, you will leave equipped to design stress-testing scenarios that satisfy evolving regulatory expectations and preserve fiduciary integrity when disruptions occur.

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.

NOTE:  FIRMA encourages you to extend a special invitation to your organization's Business First Line; Fiduciary Audit, Compliance and Risk; and Operational Business Line professionals to attend this 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: Specialized Knowledge
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: CSOP, 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. 

REGISTRATION DEADLINE IS SEPTEMBER 11TH

CANCELLATION/REFUND and COMPLAINT RESOLUTION POLICY
Cancellations received through September 11, 2026 will be refunded less a $25 service charge. Cancellations made after September 11th 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