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

 

3rd Quarter
(9/262014)

Recording

 

Demo

 

PFP Section Member Benefit Demo

Andrea Millar, CPA/PFS
Daniel Snyder, CPA
Sarah Bradley, CPA
Susan McAndrew, CPA

2nd Quarter
(5/8/2014)

Recording

Slides PFP Power Hour: Understanding and Applying the New PFP Standards

Clark M. Blackman, II, CPA/PFS
Dirk Edwards, CPA/PFS
 

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
 




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