Alliance of Comprehensive Planners Announces 2022 Annual Conference Agenda


Michael Anthony, Ben Malin, Kristen Schmidt and Arash Shokouh will speak at an in-person rally scheduled for September at Minneapolis

WILMINGTON, North Carolina, April 27, 2022 /PRNewswire/ — The Alliance of Comprehensive Planners (ACP), the nation’s leading community of tax-focused financial planners who provide comprehensive wealth-building strategies to their clients commission-free, announced guest speakers and order the day of their in-person conference this fall. The event will take place September 28-October 1, 2022 at the Hilton Minneapolis, Minnesota.

The agenda is available here:


Participation is open to all interested finance professionals; CPA membership is not required to attend. Early bird rates (which expire after August 272022) are in effect now.

Journalists can apply for a press card by contacting Leesy Palmer or Johnny Swift to
[email protected].

Sponsorship opportunities are available. Interested companies can contact Haleigh Hughes to
[email protected].


Saturday October 1 to 11:10 a.m.
Become a better biographer of your clients

Michael Anthony is the founder and chairman of Advisor Insights Inc., The Financial Life Planning Institute, ROL Advisor and Life-Centered Planners (UK). He is recognized worldwide for his pioneering work in life-centered planning.

Anthony is a consistently top-notch presenter who has been named “one of the most significant speakers in financial services today” and hailed as one of the industry’s top “Movers and Shakers” for his pioneering work. He is the author of many groundbreaking books for advisors and consumers, including the perennial bestseller StorySelling for Financial Advisors. He is also a sought-after media expert and a regular columnist for Financial Advisor magazine. His columns have appeared on CBS MarketWatch and in the Financial Planning Journal. Anthony is also the host of the daily radio show “The Daily Dose”, heard on over 100 radio stations nationwide.

Relationships, according to Anthony, are the result of the exchange of stories. The advisor’s first responsibility is to understand the client’s story and then build a financial plan around that story. Anthony identified three powerful forces influencing the movement of money to or from the finance professional. Connecting by tapping into these three strengths will secure clients for life: 1) Intellectual: The strength that makes clients feel valued, understood and important to the advisor. 2) Life: The force that makes individual life events important to each client and impacts their financial decisions. 3) Emotional: the force that connects advisors to clients – the one that can close the door to all competitors.

In the advisor/client relationship, it’s what advisors don’t know about their clients that can put both potential and long-term clients at risk. During this session, Anthony will inspire advisors and provide them with the tools to have more meaningful and productive conversations. Audience members will walk away with new ideas on how to turn leads into lifelong customers, as well as how to develop stronger, more successful relationships with existing customers.

Learn more about Michael Anthony to Michael Anthony.

friday september 30 to 09:00
Monetary policy and economic outlook

Ben Malin is Vice President for Monetary Policy and Economic Outlook at the Federal Reserve Bank of Minneapolis. He oversees the division’s economic analysis function, which is Chairman Neel Kashkari’s main source of support. His team also provides economic updates to the board of directors and contributes to academic research on a range of issues related to the political mission of the Federal Reserve System.

Malin has been a senior research economist at the bank since 2012, and in that capacity served as policy adviser to President Kashkari and the FRS committee on credit and risk management. Malin holds a Bachelor of Science in Economics and Mathematics from Iowa State University and a doctorate in economics Stanford University.

The session will focus on the goals of the Federal Reserve (promoting price stability and maximum employment), the tools it uses to achieve those goals (changing short-term interest rates and the size of its balance sheet), and the implications that current economic conditions and the economic outlook will have for future monetary policy.

Learn more about Ben Malin at the Federal Reserve Bank of Minneapolis.

friday september 30 to 1:00 p.m.
Is there really a “Hub” in My Tech Stack?

Kristen Schmidt is founder and president of RIA Oasis. Schmidt uncovers the real-time roadblocks advisors face when it comes to technology, integrations, and workflow creation. As a technology strategist and speaker, Schmidt works directly with advisors and planners to assess, research and implement technology platforms. His passion is to uncover business solutions by combining technology with best practice initiatives. Schmidt’s career spans nearly twenty years in financial services, specializing in operational efficiency related to technology and business infrastructure. From managing the operations of a now multi-billion dollar RIA based in the Midwest to a former member of the TD Ameritrade Institutional Operations Panel, Schmidt learns about the ever-changing tech landscape by being on the ground with a variety of influencers. She is now an agnostic strategic partner for technology providers, RIA companies, hybrid model companies, financial planning firms, consultants and industry custodians.

Schmidt will present a master class on evaluating a company’s entire technology ecosystem. From four must-have technology tools to essential integrations for effective growth, Schmidt will share the best practices needed to keep up with the ever-changing technology landscape. Through this interactive session, Schmidt will provide valuable insights into technology optimization and how to build accountability through technology.

Learn more about Kristen Schmidt at RIA Oasis.

Thursday, September 29 to 09:00
Protect your business against modern cyber threats and implement cyber security policies

Arash Shokouh is a published inventor, professor of computer engineering, and owner of a computer security and support company. Arash holds a bachelor’s and master’s degree in computer engineering.

Ophtek (pronounced Off-Tech) LLC owner and technologist, Arash Shokouh, has over nineteen years of technology experience spanning IT, engineering and web security. He is a published inventor and also a part-time professor at San Jose State University Department of Computer Engineering. A red thread that comes up almost daily among companies supported by Ophtek is knowing how to protect your data while remaining compliant.

Technology is part of every business. The software options for financial services are endless. There is enough sensitive information flowing through these systems to shut down a business. A common thread that comes up regularly is how to protect customer and company data while maintaining IT compliance. In this session, Arash will introduce attendees to the history of data theft and loss, modern threats to be aware of, the future of IT best practices, and what every business should be doing to protect themselves and ensure compliance in matters of cybersecurity.

Learn more about Arash Shokouh on


The Alliance of Comprehensive Planners (ACP) is the nation’s leading community of tax-focused financial planners that offers comprehensive planning strategies to their clients commission-free. As paying trustees, ACP members are required to maintain the CFP® or CPA/PFS designation (or equivalent) and complete ACP’s rigorous training program.

Through The Practical Wisdom podcast presented by the Alliance of Comprehensive Planners, CPA members share how they became comprehensive, paying and successful financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these counselors used to get where they are today.

To learn more about this Trust Network and its membership criteria and benefits and/or to find a certified ACP member, visit

Media contacts:

Leesy Palmer or Johnny Swift
Impact Communications, Inc.
[email protected]

SOURCE Alliance of Comprehensive Planners


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