2024 ACP Annual Conference CE Proof of Attendance Form

2024 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 four weeks after the conference, your attendance will be reported to the necessary boards.

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 CPE 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.
Full 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 EAs)
NASBA (for CPAs)

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 8
Preconference Workshop #1 2:00 - 3:30 PM

Back-to-Basics: The ACP Toolkit - 1 CFP CE - General Principles of Financial Planning; 1 NAPFA CE - Technology; 1 NASBA CPE - Information Technology

Thursday, October 10
Featured Speaker 9:00 - 10:00 AM

Upping Your Question Game: 25 Questions for Better Client Connections Throughout the Financial Planning Engagement - 1 CFP CE - General Financial Planning Principles; 1 NAPFA CE - Communications; 1 NASBA CPE - Communications and Marketing
Breakout Sessions 10:10 - 11:00 AM

Evaluating Alternatives: Bitcoin and Covered Calls - 1 CFP CE - Investment Planning; 1 NAPFA CE - Investments; 1 NASBA CPE - FinanceExecutive Compensation in the C-Suite - 1 CFP CE - Retirement Savings and Income Planning; 1 NAPFA CE - Retirement Planning & Employee Benefits; 1 NASBA CPE - FinanceGetting Coached—Notes From a Very Satisfied Client - 1 CFP CE - General Financial Planning Principles; 1 NAPFA CE - Marketing and Practice Management; 1 NASBA CPE - Business Management & OrganizationManaging Tradeoffs – Evaluating Investment Goals in the Context of the Financial Plan - 1 CFP CE - Investment Planning; NAPFA CE - Investments; 1 NASBA CPE - Finance
Featured Speaker 11:30 - 12:30 PM

An Update From the Federal Reserve - 1 CFP CE - General Financial Planning Principles;1 NAPFA CE - Economic and Political Environment; 1 NASBA CPE - Economics
Breakout Sessions 2:00 - 2:50 PM

A Path to Ownership - 1 CFP CE - General Financial Planning Principles; 1 NAPFA CE - Marketing and Practice Management; 1 NASBA CPE - Business Management & OrganizationDoes a Reverse Mortgage Have a Place in Retirement Planning? - 1 CFP CE - Retirement Savings and Income Planning;1 NAPFA CE - Retirement Planning & Employee Benefits; 1 NASBA CPE - FinanceSweat the Small Stuff:Tough Questions to Consider When Reviewing a Client's Tax Return - 1 CFP CE - Tax Planning; 1 IRS CE -Federal Tax Law Topics/Federal Tax Related Matters; 1 NAPFA CE - Income Tax Planning; 1 NASBA CPE - Taxes

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.
Friday, October 11
Featured Speaker 9:00 - 10:30 PM

The Hit-by-a-Bus Workflow - 1 CFP CE - General Financial Planning Principles; 1 NAPFA CE - Marketing and Practice Management; 1 NASBA CPE - Business Management & Organization

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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2024 ACP Annual Conference Continuing Education Proof of Attendance Form