The ACP Business Continuity Program has been modified and updated to become the new ACP Business Continuity Toolkit. The “toolkit” includes carefully crafted guidelines, a roadmap for your key contact person, sample letters, and the support of the ACP Continuity Committee. We recommend that anyone who is participating in the former Business Continuity Program plan to attend this session so they understand key changes that the Business Continuity Toolkit now includes.
Learning objectives:
*Learn what the BCT is (and what it’s not!)
*Learn the important parts of a good continuity plan
*Develop next steps for preparing your firm for an emergency situation (untimely death or disability of an advisor)