“ABA Trust Regulatory and Legislative Update”
Webinar

Sponsored by: SS&C Black Diamond Wealth Solutions, Baker Tilly Advisory Group LP and BITA Risk Limited

Presenters:
Dale Baker
Vice President, Trust Policy
American Bankers Association
Washington, DC

Steven Hubbard
Vice President, Policy
American Bankers Association
Washington, DC

SESSION DETAILS COMING SOON! PLEASE CHECK BACK.

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 Bank Counsel, Business Executives, Fiduciary Audit Team, and to your Fiduciary Compliance and Risk Executives 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: 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. ABA pre-approval is pending. 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 WILL OPEN SOON

CANCELLATION/REFUND and COMPLAINT RESOLUTION POLICY
Cancellations received through November 13, 2026 will be refunded less a $25 service charge. Cancellations made after November 13th 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.