ACP Committees

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Governance

The Governance charter provides assurance that the ACP Board of Directors is in compliance with its Bylaws, promoting the healthy development and functioning of the board and ts committees and individual members. The committee is responsible for annual board and committee evaluation, succession planning, oversight of policy adherence, and contract negotiations. 

Meeting Schedule
Monthly on the first Wednesday at 9 am PT / 10 am MT / 11 am CT / Noon ET

Board Liaison & Committee Chair: Josh Cutler

Finance

The Finance charter provides for due diligence and oversight of the financial stability of ACP, including the safeguarding of ACP assets. The committee reviews and recommends financial policies, ensures adequate internal controls and maintains financial records in accordance with generally accepted accounting practices. Charged with ensuring that the board understands the financial state of the organization and any financial impacts of key decisions made at the organizational level, finance also reviews the organization’s risk-management provisions and ensures compliance with federal, state and other requirements related to the organization’s finances.

Meeting Schedule
Monthly on the fourth Friday at 7 am PT / 8 am MT / 9 am CT / 10 am ET

Committee Members:
Mary Alpers (Chair), Steve Martin (ACP Treasurer and Committee Board Liaison), Ed Fulbright, David Lentz, Mel Spain, Marjorie Rand

Marketing

The Marketing charter tasks the committee with developing strategies that both identify and reach target markets, build the prospective member pipeline, shine a bright light on ACP members and their stories, creates external content, and ensures that membership is growing, thriving, and showcased in the industry's community at large. The committee collaborates with all of ACP's committee and initiatives to ensure that messaging is consistent and on-brand, manages KPIs, and evaluates effectiveness. The ACP Ambassador Program is a key initiative of the Marketing committee.

Meeting Schedule
Monthly on the second Monday at 11 am PT / Noon MT / 1 am CT / 2 pm ET

Committee Members:
Wes Stien (Chair), Keith Spencer (Committee Board Liaison), Michael Garber, Sharon Lear, Cordi Powell

Community Engagement

The Community Engagement charter details the responsibilities of three committees: New Member Integration, Connect, and G2. The collective goal of Community Engagement committees is to foster a vibrant and cohesive community by actively engaging with our members, understanding their needs, and facilitating meaningful connections. 

Board Liaison: Britta Koepf

New Member Integration

This committee ensures that new members are set forth on a path to success both in their practice and at ACP. Goals include onboarding new members and integrating them into the ACP Community, ensuring and coordinating coaching, mentoring, enrollment into The ACP Difference and Success Program, and collecting feedback for improvement. 

Meeting Schedule
Monthly on the second Thursday at 7:30 am PT / 8:30 am MT / 9:30 am CT / 10:30 am ET

Committee Members:
Jim Davis (Chair), Kelly Adams, Tammy Goodman, Luke Van De Loo, Chris Wentzien

Connect

Core committee goals include enhancing the ACP member experience, cultivating a sense of belonging among individuals within the ACP Community, and striving to ensure that every member feels valued, supported, and connected within our organization. We do this through a combination of signature ACP programs like Visiting Advisor, surveys, and systems of support, like Business Continuity. 

Meeting Schedule
Monthly on the first Monday at 10:00 am PT / 11:00 am MT / Noon CT / 1:00 pm ET

Committee Members:
David Dowd (Chair), Michelle Morris, Sheila Padden, Troy Von Haefen

G2

The G2 Committee focuses on the needs of planners and future planners who are not founders of ACP Practices but active within these firms. The work done in this committee is reflective of both the work of New Member Integration and Connect, building a solid foundation and lasting relationships with this unique group representing the future of ACP. 

Meeting Schedule
Monthly on the third Monday at 9:00 am PT / 10:00 am MT / 11:00 am CT / Noon ET

Committee Members:
Cole McClarren (Chair), Sara Brown, Bump Lisk, Brandon Redmond

Events

The ACP Events charter details the coordination of multi-faceted, integrated activities designed to build community, increase membership, and support professional development. Building relationships with prospective, new, and existing ACP members, supporters and sponsors is key to providing professional growth and development within the industry and building advisors/practices that are competitive in today’s market. ACP events provide the continuing education credit required to maintain licensure whenever possible, financially support and ensure the sustainability of ACP, and unite a community committed to ensuring vibrant practices and successful advisors. 

Board Liaison: Nathan Snow

Solo Advisor Retreat

The Solo Advisor Retreat committee plans and develops content for ACP's signature virtual event supporting Solo practices and new advisors. This conversational format provides a natural forum for advisor discussion and support. Typically hosted each January, topics are carried into webinars and events planned later in the year. The committee sources and confirms speakers, identifies opportunities for CE, ensures dynamic conversation in-event, evaluates and integrates feedback into future events, and ensures successful programming for Solo Advisors each year. 

Meeting Schedule
Monthly on the third Monday at 10:30 am PT / 11:30 am MT / 12:30 pm CT / 1:30 pm ET

Committee Members:
Greg PIerce (Chair), Robert Friedman, Michelle Morris, Michael Garber, Laura Rotter

Advanced Planner Retreat

The Advanced Planner Retreat committee plans and develops content for ACP's in-person event designed to support advanced planners and firm leadership with practical advice, insight into industry trends, and best practices in leadership, practice management, and financial planning for larger / higher volume firms. This in-person event provides a forum for annual content planning and provides CE where available. The committee sources and confirms speakers, builds community, provides a safe space to triage challenges and develop/explore best practices, and evaluates and integrates feedback into future events ensuring relevant and dynamic programming for tenured members. 

Meeting Schedule
Monthly on the fourth Monday at 9:00 am PT / 10:00 am MT / 11:00 am CT / Noon ET

Committee Members:
Robert Walsh (Chair), Brennan Guli, Kristen Moosmiller, Jane Young

ACP Conference

The ACP Conference Committee is responsible for planning and supporting the execution of ACP's signature annual event designed to unite like minded advisors, supporters and advisors across the industry. The committee is responsible for soliciting and evaluating speaker proposals, identifying and securing main stage and featured speakers, securing sponsors and developing supportive relationships, planning and providing space for networking, social, and community activities, identifying and supporting the procurement of continuing education credit for all eligible sessions, and collecting, evaluating, and implementing feedback from each event. The ACP Conference is designed to sustain the membership pipeline and financial health of the organization. 

Meeting Schedule
Every Other Thursday at 9:00 am PT / 10:00 am MT / 11:00 am CT / Noon ET

Committee Members:
Rorik Larson (Chair), Kelly Adams, Adam Broughton, Elizabeth Buffardi, Jim Davis, Maureen Demers

Professional Development

The Professional Development charter and team of committees empower members to build and sustain their ideal and successful practices through lifelong learning initiatives. These committees ensure that the work of the organization aligns with the ACP Philosophy and preserves the integrity of the ACP System while creating and maintaining innovative content fueling new and existing member training. 

Board Liaison: Mike Stanton

Resource Development

The Resource Development Committee is responsible for innovating and identifying resources essential to the growth ACP as aligned with the ACP system and philosophy. Identifying gaps in learning and content, the committee will work to identify best practices, processes, and opportunities for growth, serving similarly to a "think-tank" for the organization supporting ongoing initiatives and recommending tools and resources that would benefit ACP and its members. 

Meeting Schedule
Monthly on the second Tuesday at 9:00 am PT / 10:00 am MT / 11:00 am CT / Noon ET

Committee Members:
Meredith Briggs (Chair), John Einberger, Tammy Goodman, Fran Goldman, Britta Koepf, Brian Shea, Mike Stanton

Content Management

The Content Management Committee manages and maintains ACP content and resources, identifying best practices for distribution, search optimization and storage, as well as structure and navigation / categorization of all content created, managed, or provided by ACP. The committee supports and provides recommended pathways for dissemination of critical information supporting ACP members and practices. 

Meeting Schedule: To Be Announced

Committee Members: Cordi Powell (Chair), Kelly Adams

Training

The Training Committee develops, maintains, and updates content related but not limited to the ACP Difference, the ACP Success Program, Group Instruction and other core learning components / modules provided to ACP members. In addition to coordinating and curating content, the committee ensures that member learning requirements are met and confirms that learning checks are administered and reviewed in order to meet CE guidelines for standing / core curriculum. 

Meeting Schedule:
Monthly on the second Monday at 10:00 am PT / 11:00 am MT / Noon CT / 1:00 pm ET

Committee Members: 
John Konetzny (Chair), Kelly Adams, Cordi Powell Susan Einberger

Tools & Technology

The Tools & Technology charter ensures that ACP members are supported by both proprietary tools and partners providing recommendations for and third-party financial planning tools and technology to our members. The committee updates, maintains, and develops tools (ex. the ACP Toolkit and ACP Pyramid), but also works to develop new tools to supplement content development. They oversee the ACP Tech Stack matrix, and support both ACP members who have questions about tools and technology and resource partnerships related to tech. 

Board Liaison: Cordi Powell

Meeting Schedule: 
Monthly on the fourth Monday at  11:00 am PT / Noon MT / 1:00 pm CT / 2:00 pm ET

Committee Members: 
Brent Perry (Chair), Tim Caban, Maureen Demers, Sophie Kaluziak, John Lear

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