2021 ACP Annual Conference CE Proof of Attendance Form

2021 ACP Annual Conference Continuing Education Proof of Attendance Form
All attendees must complete a Proof of Attendance Form to receive CE/CPE Credit.

1. Please select the box next to each session attended.

2. If you are a CPA or CPA/PFS, you must complete an individual session evaluation for each session attended in order to receive NASBA CPE credit.

3. You will be emailed a copy of your completed form upon submission and within two weeks after the conference, your attendance will be reported to the necessary boards, and you will be able to access your record of attendance and certificates (if required) via your profile on ACPConnect.

If you have any questions regarding continuing education credits please contact Lexi Cavazos at lexi@acplanners.org.

Please see below for CE and reporting information that may pertain to you.
- CFP Board – ACP will submit a record of your attendance to the CFP Board and provide you with a certificate.
- NAPFA – you are responsible for submitting your CE credits to NAPFA.
- IRS – if you are an EA or registered tax preparer, please give us your PTIN#. ACP will submit a record of your attendance to the IRS and provide you with a certificate.
- NASBA – if you are a CPA or CPA/PFS you are responsible for submitting your CE credits to the appropriate boards of accountancy but ACP will provide you with a certificate. You must complete a session evaluation in order to receive credit.
Name*

First NameLast Name
E-mail*
CFP Board ID#
if you are a CFP or working on your CFP, please give us your CFP Board ID#
IRS PTIN# (for EA's)
NASBA (for CPA's)

Yes I am a CPA, please send me a certificate.I do not need a certificate.

Please indicate by checking the box next to the session(s) you attended. You will not receive CE credit if you were not present for the entire session.
Tuesday, October 26
Featured Speaker 9:00 - 10:30 AM

Financial Therapy 101 by Kristy Archuleta - 1 NAPFA CE Credit; 1 CFP CE Credit; 1 NASBA CPE Credit
Breakout Sessions 11:00 - 11:50 AM

Marketing Success: The ACP Way by Marie Swift - 1 NAPFA CE Credit; 1 NASBA CPE CreditTax Management the Dimensional Way by Anthony Caruso - 1 NAPFA CE Credit; 1 CFP CE Credit; 1 NASBA CPE CreditThe Fundamental Dos and Do Nots of Insurance by Jerry Skapyak - 1 NAPFA CE Credit; 1 CFP CE Credit; 1 NASBA CPE Credit
Breakout Sessions 1:30 - 2:20 PM

A New Look at Reverse Mortgages: An Emerging Retirement Income Tool by Jerry Auippa - 1 NAPFA CE Credit; 1 CFP CE Credit; 1 NASBA CPE CreditI’m Protecting and Providing for My Son—Stretching an IRA with a “Give It Twice” Testamentary Charitable Remainder Unitrust Plus...Leaving a Lasting Legacy by Kathleen Rehl - 1 NAPFA CE Credit; 1 CFP CE Credit; 1 NASBA CPE Credit; 1 IRS CE CreditValue vs. Growth: It’s Different This Time…Or Not by Steve Huxley and Brent Burns - 1 NAPFA CE Credit; 1 CFP CE Credit; 1 NASBA CPE Credit

Please indicate by checking the box next to the session(s) you attended. You will not receive CE credit if you were not present for the entire session.
Thursday, October 28
Featured Speaker 9:00-10:00 AM

Applying the Tools of the Masters by Richard Kahler - 1 NAPFA CE Credit; 1 CFP CE Credit; 1 NASBA CPE Credit

Please review your form and sign below to indicate that you have attended all of the sessions you checked. Once you click Submit you may not make any changes to your form. You will receive an email with a copy of your form in the body of the email, as well as a PDF version of your form.

If you have any questions regarding continuing education credits, please contact Lexi Cavazos at lexi@acplanners.org.
Electronic Signature - I certify that I attended all of the sessions I marked above. Use your curser to sign.*

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2021 ACP Annual Conference Continuing Education Proof of Attendance Form