Compliance Concierge Software & Compliance Hybrid Forum - Deposit

To make this forum accessible to those working from other states and/or unable to travel for a day - the event will be hybrid! While the best networking experience will take place in person, if you prefer to attend from the comfort of your home or office, you can now join the forum virtually and tune in via Zoom livestream!

Hear from the experts and let us help you increase your productivity, profitability, and compliance, while improving customer satisfaction by learning more about Compliance Concierge™ Deposit.

Agenda Details: (Watch for a more detailed agenda to be posted soon!)

• 8:30 - 9:00 a.m. – Registration & continental breakfast for in person attendees
• 9:00 a.m. - noon – Morning Sessions
• Noon - 12:45 p.m. – Lunch Break - buffet lunch provided for those attending in person in Madison
• 12:45 - 4:00 p.m. – Afternoon Sessions

Topics to be covered:

• A speaker from Ascensus will present on a variety of information related to IRAs, HSAs, and retirement accounts.
• Kris Mertins-Elliott, Assistant Director of FIPCO ShareFI will speak about compliance, BSA, and other hot topics related to deposits.
• What's new in Compliance Concierge
• Compliance Concierge demonstrations including:
  • Deposit Parameters
  • Account Maintenance
  • Trust Accounts
  • Business Accounts, and more
• Share and Compare Networking

Click here for the Forum Agenda and to register.

Registration Information:

The registration fee for both in person and virtual registration is $299/attendee. Your registration fee includes electronic materials to be shared prior to the forum. Those attending in person should plan to bring a laptop or tablet to access the materials, or print and bring a copy of the materials on their own.

A virtual registration includes one virtual connection to a livestream of each presentation. If others from your team plan to attend, please be sure to have them register separately to receive their own confirmation and session emails as well as Zoom access. Please note that not all sessions will be recorded. The recordings of select sessions will be available to access for 60 days following the forum.

SOFTWARE USER REGISTRATION REFUND POLICY: Requests for refunds for software user registrations will be provided for cancelations received on or before May 9, 2025, less a $25 administrative fee. Cancelations must be submitted in writing via email to FIPCOtraining@fipco.com.

Please direct your questions to the FIPCO Training team at 1-800-722-3498, or via email.