PFP Power Hour 




    Join the PFP Division for a quarterly issues update call. These quarterly calls will provide members an opportunity to connect with AICPA staff and committee members to hear the latest news affecting CPA financial planners as well as recent benefits and events available to PFP/PFS members.







     

     Date

    Recording

    Slides

     

    4th Quarter
    (11/14/2013)

    Recording

    Slides

    PFP Power Hour: How to Use Forefield Advisor in Your PFP Practice

    Susan Bruno, CPA/PFS
    John Bracco
    Deborah Fox, Founder of Fox Financial Planning Network
    AICPA Staff
     

    3rd Quarter
    (9/18/2013)

    Recording  ---- PFP Power Hour: Making the Most of Your PFP Section Membership

    Jean-Luc Bourdon, CPA/PFS
    Ted Sarenski, CPA/PFS
    Andrea Millar, CPA/PFS
    Susan McAndrew, CPA

    2nd Quarter
    (5/23/2013)

    Recording

    Slides

    Utilizing Social Media In Your Financial Planning Firm

    Ellen Bruno, CPA/PFS
    Mitchell Freedman, CPA/PFS
    Stacie Saunders, AICPA Social Media & Member Engagement Strategist
    Andrea Millar, CPA/PFS, AICPA PFP Senior Technical Manager
    Susan McAndrew, CPA, AICPA PFP Manager

    1st Quarter
    (2/14/2013)

    Recording

    Slides Scott Sprinkle, CPA/PFS, CGMA, CFP®, Advanced PFP Conference Chair
    Andrea Millar, CPA/PFS, AICPA PFP Senior Technical Manager
    Susan McAndrew, CPA, AICPA PFP Manager

    4th Quarter
    (11/1/2012)

    Recording

    Slides

    Lyle Benson, CPA/PFS,
    Dan Thomas, CPA/PFS
    Andrea Millar, CPA/PFS, AICPA PFP Senior Technical Manager
    Susan McAndrew, CPA, AICPA PFP Manager  
    3rd Quarter
    (8/30/2012) 

    Recording

    Slides

    Peter Kravitz, Director of AICPA Congressional & Political Affairs
    Susan Tillery, CPA/PFS,
    Andrea Millar, CPA/PFS, AICPA PFP Senior Technical Manager
    Susan McAndrew, CPA, AICPA PFP Manager 
    2nd Quarter
    (5/31/2012)

    Recording

    Slides

    Clark Blackman, CPA/PFS, Chair, AICPA PFP Executive Committee
    Lisa Featherngill, CPA/PFS, Chair  AICPA PFS Credential Committee
    Andrea Millar, CPA/PFS, AICPA PFP Senior Technical Manager
    Susan McAndrew, CPA, AICPA PFP Manager
    1st Quarter
    (2/7/2012)

    Recording

    Slides

    Michael Goodman, CPA/PFS, CFP, Chair of Advanced PFP Conference
    Deborah Fox, Founder of Fox Financial Planning Network
    Andrea Millar, CPA/PFS, AICPA PFP Senior Technical Manager
    Susan McAndrew, CPA, AICPA PFP Manager
    4th Quarter
    (10/27/2011)

    Recording

    Slides

    Andrea Millar, CPA/PFS, PFP Senior Technical Manager
    Susan McAndrew, CPA, PFP Manager
     
     




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