Full Agenda



FULL AGENDA

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This agenda is a work in progress and subject to change - complete information coming soon!

Wednesday, September 28

Wednesday
1:00 - 8:00 PM

Registration
Room: 




Wednesday
1:00 - 3:00 PM

Preconference Workshop #1

Virtual Client Engagement: Simple Strategies That Build Communication And Trust In Online Meetings

Dan Smaida, Boatman Learning, Inc. 

Room: 
Track: Practice Management
CE Credits: 1 CFP CE Credit - General Principles of Financial Planning; 1 NAPFA CE Credit - Technology

Whether in-person or online, it’s crucial to communicate in a way that builds client trust. Does your meeting process work online? Can clients “see” you listening? Do they really understand the concepts you’re discussing? How do they feel about changing behaviors?

This workshop shows you how top financial professionals use technology to remove communication barriers and increase client comfort, clarity, and trust. You’ll see proven techniques in action, and learn how to apply them to your very next client meeting. If you can share your screen online, you already have all the tools you need for this session!

Agenda:
• How top advisors are using everyday tools to improve online meetings
• Packing your Digital Briefcase for success anywhere
• “Crossover” communication skills that help every meeting
• Simple, accessible strategies that personalize meetings and build trust


**additional registration required**
Register Here



Wednesday
3:30 - 5:30 PM

Preconference Workshop #2

CFP Ethics

Linda Leitz, Peace of Mind Financial Planning

Room: 
Track: Practice Management
CE Credits: 2 CFP CE Credits - Ethics

Attention CFPs! Fulfill your biannual CFP ethics course requirement with ACP’s own Linda Leitz. This two-hour will review elements of the most recent Code and Standards and provide guidance regarding questions for meeting the current ethical requirements for CFPs.


**additional registration required**
Register Here



Wednesday
6:00 - 9:00 PM
Welcome Reception
Room: Exhibit Hall



Thursday, September 29

Thursday
8:00 - 9:00 AM

Breakfast
Room:
 



Thursday
9:00 - 10:30 AM

Opening Comments and Featured Speaker

Protecting your Business from Modern Cyber Threats and Implementing Cybersecurity Policies
Arash Shokouh, Ophtek LLC

Room:
Track: Technical
CE Credits: 1 CFP CE Credit - General Principles of Financial Planning; 1 NAPFA CE Credit - Technology; 1 NASBA CPE Credit - Information Technology

More Info




Thursday
10:30 - 11:00 AM

Break with Sponsors
Room: 




Thursday
11:00 - 11:50 AM

Breakout Sessions

Platinum Sponsor Session
Name, Company

Room: 
Track: 
CE Credits: 

Description


Platinum Sponsor Session
Name, Company

Room: 
Track: 
CE Credits: 

Description


Implementing Cybersecurity Policies and Tools

Arash Shokouh, Ophtek LLC

Room: 
Track: Technical
CE Credits: 1 CFP CE Credit - General Principles of Financial Planning; 1 NAPFA CE Credit - Technology; 1 NASBA CPE Credit - Information Technology

During this breakout session participants will review the steps discussed in the cybersecurity presentations on implementing a cybersecurity policy. We will practice identifying what business systems need to have security tools in place and what tools are available for those systems.



Working with Cognitive Bias: Communication Strategies that Build Client Trust
Dan Smaida, AdvisoryEDGE™ 

Room: 
Track: Practice Management
CE Credits: 1 CFP CE Credit - General Principles of Financial Planning; 1 NAPFA CE Credit - Communications

Cognitive biases present major challenges for financial planners. While we may be communicating clearly, client understanding is often limited by multiple “filters” that cloud judgment. How do we help clients through assumptive traps, create insight, and help them trust new ideas?

This session shares how top financial professionals use modern meeting strategies to work with Conformation Bias, not against it. You’ll learn a thoughtful, science-based approach that helps you authentically influence belief, enhance understanding, and build trust in your next client meeting.




Thursday
12:00 - 1:30 PM

Lunch and Dessert with Sponsors
Room:
 




Thursday
1:30 - 2:20 PM

Breakout Sessions

Platinum Sponsor Session
Name, Company

Room: 
Track: 
CE Credits: 

Description

Platinum Sponsor Session
Name, Company

Room: 
Track: 
CE Credits: 

Description

Audit Proofing Your Tax Advice—How to Marshal Authority, Satisfy Your Professional Responsibilities, and Defend Your Position
Troy Thompson, Thompson Advisory Services, LLC

Room: 
Track: Technical
CE Credits: 

ACP Planners are heavily engaged in in our clients’ tax matters, from strategic advice to return preparation. As tax practitioners, we all must be familiar with the authoritative sources of tax law, understand and adhere to our professional responsibilities, and be prepared to defend the advice we give. This talk will review primary and secondary sources for tax positions, Circular 230 practitioner obligations, and best practices for building a solid tax case.

SEO Best Practices for Advisors
Marie and Jonny Swift, Impact Communications, Inc.

Room: 
Track: Practice Management
CE Credits: 1 NAPFA CE Credit - Marketing and Practice Management; 1 NASBA CPE Credit - Communications and Marketing

SEO, backlinking, keyword optimization… what does it all really mean? Join Marie Swift and Jonny Swift of Impact Communications to learn some of the best practices to boost your online presence, help make your website stand out, and ultimately climb the Google search ladder. They'll use real examples of ACP members' websites in an interactive coaching session designed to leave you with actionable steps to improve your SEO.




Thursday
2:35 - 3:05 PM

Gold Sponsor Sessions

Gold Sponsor Session

Name, Company

Room: 
Track: 
CE Credits: N/A

Description


Gold Sponsor Session
Name, Company

Room: 
Track: 
CE Credits: 

Description


Gold Sponsor Session
Name, Company

Room: 
Track: 
CE Credits: 

Description




Thursday
3:05 - 3:35 PM

Break with Sponsors
Room




Thursday
3:35 - 4:45 PM

ACP Annual Membership Meeting
Room:




Thursday
5:00 - 6:00 PM

Under the Trees
Rooms:




Thursday
5:00 - 6:00 PM

G2 Reception
Room:
Off Site




Thursday
6:30 - 7:30 PM

Member Reception Sponsored by Dimensional Fund Advisors
Room:
 




Friday, September 30

Friday
8:00 - 9:00 AM

Breakfast With Committee Reports
Room:



Friday
9:00 - 10:00 AM

Featured Speaker

Monetary Policy and the Economic Outlook
Ben Malin, Federal Reserve Bank of Minneapolis

Room: 
Track: Technical 
CE Credits: 1 CFP CE Credit - General Principles of Financial Planning; 1 NAPFA CE Credit- Economic and Political Environment; 1 NASBA CPE Credit - Economics


More Info




Friday
10:10 - 11:00 AM

Breakout Sessions

Platinum Sponsor Session
Name,
Company

Room: 
Track: 
CE Credits: 

Description

TBA
Name,
Company

Room: 
Track: 
CE Credits: 

Description

Creating Consistency of Delivery and Messaging Across a Growing Practice
Richard Salmen,
Family Investment Center

Room: 
Track:
Practice Management
CE Credits:
1 NAPFA CE Credit - Marketing and Practice Management

As practices grow in clients and staff, the need to systematize your deliverables has greater importance. Richard Salmen of Family Investment Center will share how he as systemized his practice, developing power points and content outlines for many topics including the Prospective Client Meeting, Insurance Reviews, Estate Planning Reviews, and Investment Education. The advantage? Every member of his team can deliver consistent educational content to the client and regularly gather key data from prospects to enhance the client experience while streamlining staff time spent per client.




Friday
11:00 - 11:30 AM

Break with Sponsors
Room:




Friday
11:30 - 12:00 PM

Breakout Sessions


Gold Sponsor Session
Name,
Company

Room: 
Track: 
CE Credits: 

Description


Gold Sponsor Session
Name,
Company

Room: 
Track: 
CE Credits: 

Description


Gold Sponsor Session
Name,
Company

Room: 
Track: 
CE Credits: 

Description




Friday
12:00 PM - 1:00 PM

Lunch with Board Members
Room:



Friday
1:00 - 2:00 PM

Featured Speaker

Is There Really a “Hub” in My Tech Stack?  The Four Must Have Tech Tools
Kristen Schmidt, RIA Oasis

Room: 
Track: Technical
CE Credits: 


More Info




Friday
2:15 - 3:05 PM

Breakout Sessions

Is it Me or is it My Tech Stack? Live Q & A
Kristen Schmidt, RIA Oasis

Room: 
Track: Technical
CE Credits: 

This breakout session is unscripted and interactive! Join Kristen Schmidt, technology strategist and founder of RIA Oasis as she takes your live questions surrounding tech you are using, considering, or integrating. 

Bring your vendor-specific questions or best practice inquiries surrounding CRM, Financial Planning tools, Client Experience, and much more!


Raising a Happy, Healthy Tax Return; a CPA’s Guide to an Efficient Tax Prep Process

Nicholas Vogel, Bluestem Financial Advisors

Room: 
Track: Technical
CE Credits: 

Between January and April 15, a CPA firm may prepare many hundreds or thousands of tax returns. During this time, efficiency in time use is imperative. Nick will walk through processes CPA firms use to spend more time on things that matter during tax preparation and less time on things that don’t. By implementing, and adapting these processes to an advisory firm, Bluestem has allowed its advisors, and the firm as a whole, to spend less time preparing returns, and more time on other value-adding tasks. During the session we will suggest how to efficiently prepare, review, gather information, streamline documentation, and plan for the future.


TBA
Name, Company

Room: 
Track: 
CE Credits: 

Description




Friday
3:05 PM

Free Time




Friday
5:00 - 6:00 PM

Under The Trees
Rooms: 




Friday
7:00 - 10:00 PM

Special Event
Room: Off Site




Saturday, October 1

Saturday
8:00 - 9:00 AM

Breakfast
Room:




Saturday
9:00 - 9:50 AM

Breakout Sessions

TBA
Name, Company

Room: 
Track: 
CE Credits: 

Description


Long Life Planning - You Want to Offer Longevity Solutions? Here Are Your First Steps

Miriam Whiteley, LifeCraft Financial Planning

Room: 
Track: Practice Management
CE Credits: 1 CFP CE Credit - General Principles of Financial Planning; 1 NAPFA CE Credit - Communications; 1 NASBA CPE Credit - Specialized Knowledge

Aging impacts our clients’ finances and lives: healthcare, housing, risk management,
investment and withdrawal strategies, estate planning, and more. Financial advisors know it’s important to offer long-life planning expertise and resources but are challenged with how to do it. This session presents common problems clients have in a complex hierarchy, provides solutions and resources through examples and explanation, and addresses how to have what may be uncomfortable conversations.


Simple Client Conversations about Bonds
Timothy Caban, Copper Beech Advisors, LLC

Room: 
Track: Technical
CE Credits: 1 CFP CE Credit - Investment Planning; 1 NAPFA CE Credit - Investments; 1 NASBA CPE Credit - Specialized Knowledge

This session is designed to bridge the gap between advisor terminology and client understanding regarding the world of fixed income investing. This is a particular challenge during a rising rate environment so it is timely and will add to the investment toolbox for advisors.




Saturday
10:00 - 10:50 PM

Breakout Sessions

Who, What, When, and Why of Roth Conversions
Elizabeth Buffardi, Crescendo Financial Planners Inc.

Room: 
Track: Technical
CE Credits: 

There are several factors that make doing Roth Conversions particularly attractive right now. Currently, we are in a very low tax regime. This tax regime is set to expire and revert back to the old rules on 1/1/2026. So we have a short amount of time to take a look at our clients' circumstances to see if Roth Conversions make sense and to get our clients' on board with the idea. There are several different options to do this and it is a matter of figuring out what works best for the client.


Playing the Long Game: Happiness, Self-actualization, and the Changing Longevity Landscape

Dennis McNamara, wHealth Advisors

Room: 
Track: Practice Management
CE Credits: 1 CFP CE Credit - General Principles of Financial Planning; 1 NAPFA CE Credit - Retirement Planning & Employee Benefits; 1 NASBA CPE Credit - Specialized Knowledge

Human lifespans of 100, 110, and 120 (and beyond!) are on the brink of becoming significantly more commonplace. In fact, some gerontologists predict that there’s a 50 percent chance that by 2036 we will reach a point termed “Longevity Escape Velocity” – that is, the point where for every year we survive, we gain an extra year (i.e. indefinite life extension).

Without even considering the prospect of immortality, it seems all but inevitable that lifespans may be getting closer to hitting an inflection point. As sci-fi as this may sound, it’s a future that planners and clients need to consider and begin planning for today.

In light of this changing longevity landscape, planners are uniquely positioned to empower their clients who are “playing the long game” to live their happiest, self-actualized lives.

You First!
Troy Von Haefen, Von Haefen Financial Management

Room: 
Track: Practice Management
CE Credits: 

You do your best to make sure to give your clients the best advice, assistance, and guidance that is within your ability. You care deeply for the folks that rely on you and your expertise. As ACP advisors, we are different. We go the extra mile. But we can’t care for our clients if we are not first caring for ourselves. It’s easy to forget how important we are to our clients. What would your clients do without you? Sure, you might have a succession plan in place, but what else can you do? We’ll hear from a few advisors on how they have found ways to better care for themselves both mentally and physically. 




Saturday
10:50 - 11:10 AM

Break 
Room:



Saturday
11:10 - 12:10 PM

Featured Speaker

Becoming a Better Biographer of Your Clients
Mitch Anthony , Advisor Insights Inc.

Room: 

Track:
Practice Management
CE Credits:
1 CFP CE Credit - General Principles of Financial Planning; 1 NAPFA CE Credit- Communications; 1 NASBA CPE Credit - Communications and Marketing


More Info




Saturday
12:10 - 12:20 PM

Closing Comments

Wes Stien, Chair, 2022 Conference Committee


Room: