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PFP Summit 2022 – Flourishing in the Wake of Change
Personal Financial Planning

PFP Summit 2022 – Flourishing in the Wake of Change

This year’s PFP Summit focuses on “Flourishing in the Wake of Change” with sessions that will be forward-looking discussions on how PFP practices work post-Covid.

$120 - $225
Do you have an AICPA membership? Log in to apply your member discount.


Jan 26, 2022


Live Online

NASBA Field of Study

Personal Development

CPE Credits


Product Number


 Business & partner 
Conference Details

As 2022 begins, this is an excellent opportunity to step back and think about the strategic decisions that CPA financial planning practice leaders are making in light of the experiences of the last 2 years. We can all share and provide opportunities we had not considered in the past. How we react will determine the success of our firms and impact our client relationships in 2022.

PFP Summit is an opportunity for current and future practice decision-makers to come together to both hear and discuss ideas and challenges faced in their financial planning practices. The PFP Summit will be virtual with a half-day of sessions that focus on how we can flourish as we look forward into 2022.


  • 1:00 – 2:15 pm ET
    “How we work post-Covid”
    We will kick off with a panel discussion led by Lisa Crafford from BNY Mellon’s Pershing with panelists, Andrea Broughton, CPA, Samantha Macchia, CFP, and Michael Goodman, CPA/PFS, providing practical ideas that they have implemented for work, talent retention, culture, and more.

  • 2:20 – 2:50 pm ET
    "Best Practices for Engaging Virtual Presentations"
    Since virtual meetings are here to stay and can easily induce fatigue, Apollo Lupescu from Dimensional Fund Advisors (DFA) will lead a session on keeping Zoom calls fresh and impactful.

  • 3:00 – 3:30 pm ET
    “2022 best planning ideas for your clients”
    We will close out the afternoon with Lyle Benson, CPA/PFS from LK Benson & Company providing insights on 2022 from a range of leading CPA practitioners with their best ideas for your clients as we start the new year.

Learning Outcomes

  • Identify new practices that can improve workflow and employee culture.
  • Determine opportunities for positively embracing change within your firm.
  • Apply fresh ideas to your Zoom meetings to make them more alive and impactful.
  • Evaluate best ideas for 2022 from CPA financial planners for firms, clients, and individual planners.
Credit Info
CPE Credits
NASBA Field of Study
Personal Development, Personnel/Human Resources, Specialized Knowledge
Experience in leading or managing a PFP practice.
Attendance options
Jan 26, 2022
Do you have an AICPA membership? Log in to apply your member discount.
AICPA Members
PFP Section Members

Looking for group pricing?

We can help with group discounts. Call us at 1-800-634-6780 (option 2) or email us at

Contact us

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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System Requirements
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Cancellation Policy
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PFP Summit 2022 – Flourishing in the Wake of Change
Jan 26, 2022
Select from the following options:
Live Online
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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