Compliance Concierge Software & Compliance Virtual 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 virtual! 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!)

• 9:00 a.m. - 12:00 p.m.– Morning Sessions
• 12:00 p.m. - 1:00 p.m. – Lunch Break
• 1:00 - 3:00 p.m. – Afternoon Virutal Sessions

Topics to be covered:

• A speaker from Ascensus will present "Rethinking Retirement: The Future of Saving"..
• FIPCO's very own ShareFI will speak about compliance, BSA, and other deposit lessons they have learned from the field.
• Compliance Concierge demonstrations including:
  • Opening of accounts that aren't seen veryday - Get access to valuable tools (reference materials) designed to strealine the deposit account opening process
  • Setting up of beneficial owners
  • Account maintenance and the additional tasks this can help with
  • and more

Click here for the Forum Agenda and to register.

Registration Information:

The registration fee is $249 per attendee. Your registration fee includes electronic materials to be shared prior to the forum. 

TEAM PRICING! Users that have more than 1 attendee will receive team pricing! Your second and beyond attendees will receive a $24 discount. Registrations for the full group  must be entered at the same time to receive the team pricing discount.

A virtual registration includes admittance for one attendee. 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 April 23, 2026, 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.