2026 Conference Session Evaluation Survey
Welcome! We're glad you joined us for the 2026 ACP Annual Conference. This form helps ACP verify your attendance, process any eligible continuing education credits, and provide certificates of completion for the sessions you attended. Please select your professional designation and complete one submission for each session for which you would like CE/CPE credit considered. Providing complete and accurate information will help ensure your credits are processed as quickly as possible. Thank you for taking a few moments to complete this form and for being part of the ACP community!
Name
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First Name
Last Name
Email
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example@example.com
1. Please indicate your professional designation below.
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CFP – If this program has CFP credit, ACP will report your attendance to the CFP board and provide you with a certificate of completion, which you may also provide to NAPFA.
CPA/PFS – If this program has NASBA credit, it is required that you complete this evaluation in order to receive CPE credit. ACP will provide you with a certificate of completion, but you are responsible for submitting your attendance to the appropriate boards of accountancy.
IRS/EA – If this program has IRS credit, ACP will report your attendance to the IRS and provide you with a certificate of completion.
CFP Board ID#
PTIN (EAs and tax professionals)
CPA License #
State of CPA Licensure
Please select the session(s) you attended:
Rick Ferri A Few Good Funds: Simple InvestingType option 1
Beyond the Status Quo: Rethinking Lifecycle Investment Advice
Engaging Clients about Philanthropy: Why? Where? How Much? How?
Success with AI in Real Practice
Human First: Turning ACP Advice Into Better Client Decisions
Inflation and the ACP System – Traditional and Supplemental Approaches for Clients
Retirement Plans for Small Business Owners
Philanthropy & DFs Panel
Two Firm's Path to Growth: One Decade of experience from Solo to Multi-Advisor Firm
Internal Succession Planning Navigation: How Natural Bridges is Charting the Course
Bears, Bulls, and Bond Ladders: How Long Should Bond Ladders Be to Protect Clients from Market Volatility?
Reverse Mortgages
Life Insurance as a Retirement Vehicle: Both Sides of the Coin
Running a Tax Office as a Solo Advisor
Working with Clients Facing Diminished Capacity & Physical Decline
Roth Conversions
Untangling the Golden Knot: Helping Financially Independent Clients Confront Persistent Money Fears
Sure, I'll Do Your Kid's Taxes
My Mother's Money: A Guide to Financial Caregiving
Completing Your Tax Management Toolbox
Disability Insurance in the Desert
Navigating Today's Regulatory Environment
Dimensional Fund Advisors
3. Were the stated prerequisite requirements appropriate and sufficient? (Please rank, 5 being the highest score and 1 being the lowest score.)
Worst
1
2
3
4
Best
5
1 is Worst, 5 is Best
4.Were learning objectives stated in the presentation, and were those objectives met? (Please rank, 5 being the highest score and 1 being the lowest score.)
Worst
1
2
3
4
Best
5
1 is Worst, 5 is Best
5. Were the program materials relevant, and did they contribute to the achievement of the learning objectives? (Please rank, 5 being the highest score and 1 being the lowest score.)
Worst
1
2
3
4
Best
5
1 is Worst, 5 is Best
6.Was the presenter(s) effective in communicating the material? (Please rank, 5 being the highest score and 1 being the lowest score.)
Worst
1
2
3
4
Best
5
1 is Worst, 5 is Best
7.Was the time allotted to the learning activity appropriate? (Please rank, 5 being the highest score and 1 being the lowest score.)
Worst
1
2
3
4
Best
5
1 is Worst, 5 is Best
8. Were the facilities/equipment appropriate? (Please rank, with 5 being the highest score and 1 being the lowest score.)
Worst
1
2
3
4
Best
5
1 is Worst, 5 is Best
9.Were the audio and video materials effective? (Please rank, 5 being the highest score and 1 being the lowest score.)
Worst
1
2
3
4
Best
5
1 is Worst, 5 is Best
10.How would you rate the presenter(s)?
Excellent
Very good
Good
Fair
Poor
11.How likely are you to apply what you learned in this session?
Extremely likely
Very likely
Somewhat likely
Not so likely
Not at all likely
12.Would you recommend this session to a colleague?
Yes
No
13.What did you like most about this session?
14.What suggestions do you have for improving this session?
Thank you!
Submit Evaluation
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