ACP Annual Conference 2022 | Alliance of Comprehensive Planners (ACP) | 28 September 2022 | Hilton Minneapolis, 1001 S Marquette Ave, Minneapolis, MN 55403, USA

Agenda:
• Virtual Client Engagement: Simple Strategies that Build Communication and Trust In Online Meetings
• Ethics CE: CFP Board’s Revised Code and Standards
• Protecting your Business from Modern Cyber Threats and Implementing Cybersecurity Policies
• Why Time Matters In Equity Portfolios
• Leveraging Housing Wealth for Enriched Retirement Plans
• Implementing Cybersecurity Policies and Tools
• Working with Cognitive Bias: Communication Strategies that Build Client Trust
• What's your plan? Three Keys To Succession Planning
• Is This The End of The Traditional 60/40 Portfolio?
• Audit Proofing Your Tax Advice—How to Marshal Authority, Satisfy Your Professional Responsibilities, and Defend Your Position
• Online Presence & SEO Best Practices for Advisors
• How to Efficiently Get New Hires Up to Speed and Productive
• How to Grow Through Acquisitions
• Provide Your Clients with Long Term Care Insurance Alternatives
• Monetary Policy and the Economic Outlook
• Has Factor Building Been Overdone? Assessing Tradeoffs in Systematic Strategies
• Tax Pain Management: Common Defects in the Tax Filing Process
• Creating Consistency of Delivery and Messaging Across a Growing Practice
• The 3 “R’s” of Healthcare Planning: Risk, Relationship, and (Cost) Reduction
• Wealth Manager Discusses Best Practices with Home Equity in Retirement Planning
• Why You Go to Amazon For a One-Stop-Shop: Putting Efficiency at the Forefront
• Is There Really a “Hub” in My Tech Stack? The Four Must Have Tech Tools
• Is it Me or is it My Tech Stack? Live Q & A
• Raising a Happy, Healthy Tax Return; a CPA’s Guide to an Efficient Tax Prep Process
• Preparing for and Surviving a Regulatory Exam: Tips and Takeaways
• G2 Career Path Ladder
• Long Life Planning - You Want to Offer Longevity Solutions? Here Are Your First Steps
• Simple Client Conversations about Bonds
• Who, What, When, and Why of Roth Conversions
• Playing the Long Game: Happiness, Self-actualization, and the Changing Longevity Landscape
• Becoming a Better Biographer of Your Clients

2022 Speakers

Dan Smaida
Founder, AdvisoryEDGE

Linda Leitz
President, Peace of Mind Financial Planning

Stephen J. Huxley
Managing Director, Research and Founding Partner , Asset Dedication

Brent Burns
President and Founding Partner, Asset Dedication

Jerry Auippa
Senior Account Executive, Advisor Channel, Longbridge Financial

Joe Haupert
Chief Business Officer, Credent Wealth Management

Sunil B. Shah
Fund Advisor, Dimensional

Troy Thompson
Fee-Only Financial Planner, Thompson Advisory Services, LLC

Marie Swift
President and CEO

Jonny Swift
Vice President, Impact Communications, Inc.

James Wheadon
Customer Success, Hubly

Liz Milacek
Director, Partner Acquisitions, Carson Group

Jill MacNeil
LLiS

Ted Randall
Senior Portfolio Manager, Avantis Investors

Steve Cruice
Lead Advisor and Co-Founder, Three Points Financial, Inc.

Brian Leben
Principal, Midwest Wealth Solutions, LLC

Matt Lincoln
Cadence Planning, LLC

Richard Salmen
President, Family Investment Center

Christine Simone
Co-Founder, Caribou

Stephen J. Resch
Vice President, Retirement Strategies, Finance of America Reverse

Charles Rowlan
Senior Vice President, Business Development, Advyzon

Nicholas Vogel
Financial Advisor, Bluestem Financial Advisors

Lori Neidel
Attorney, Law Office of Lori J. Neidel

Brandon Hodgeson
Cambridge Financial Group

Dani Parris-Exline
Financial Planner, Peace of Mind Financial Planning, Inc.

Jarryd Smith
Lead Planner, Harbor Light Planning

Miriam Whiteley
Financial Planner, Owner, LifeCraft Financial Planning

Timothy Caban
Owner, Copper Beech Advisors, LLC

Elizabeth Buffardi
Financial Advisor, Crescendo Financial Planners Inc.

Dennis McNamara
Co-Founder, wHealth Advisors

Troy Von Haefen
CFP(r, Von Haefen Financial Management

Wes Stien
Chair, 2022 Conference Committee

KEYNOTE:

Mitch Anthony
Founder, President, Advisor Insights Inc

Ben Malin
Vice President, Monetary Policy, Economic Outlook, Federal Reserve Bank of Minneapolis

Kristen Schmidt
Founder, President, RIA Oasis

Arash Shokouh
Published inventor, computer engineering professor, and the owner of an IT security and support firm

2022 Sponsors

PLATINUM:
• Asset Dedication
• Avantis Investors
• Bert Whitehead, J.D., M.B.A.
• Credent Wealth Management
• Dimensional Fund Advisors
• Longbridge Financial, LLC

GOLD:
• Advyzon
• Caribou
• Carson Group
• Finance of America Reverse
• Hubly
• LLiS

SILVER:
• Business Enterprise Institute, Inc. (BEI)
• FP Alpha
• Income Lab
• Law Offices of Lori J. Neidel
• Adviser Compliance Services
• MAGA Ltd. / Murray A. Gordon & Assoc.
• Moors & Cabot Investments
• Mortgage Twins / Wintrust Mortgage
• National Association of Personal Financial Advisors
• The Brandt Team at Northpointe Bank
Shareholders Service Group