Annual Conference Planning Committee
- Set agenda for semi-annual conferences
- Select speakers for semi-annual conferences
- Approve conference budgets
- Select off-site events and locations as well as awards recognition
– Tyler Thompson (Chair), Yuriy Akopyan, Erin Andrews, Sarah Berry, Kim Bryant, Carl Corneliuson, Kim Corneliuson, Renee Daggett, Jason Eger, Joy Lutz, Josh Streimer, Andrew Berg, Rob Wise, Dario Zanichelli
Awards Committee
- Comprised of previous year award winners
- Select current year practice size, new member, and vendor of the year winners based on set criteria in each category
– Tyler Thompson, Kim & Zach Bryant, Joy Lutz, Saad Abaas, Kelli Gift
Blueprint for Success University
- Create decks and present sessions based on the PASBA principles
– Vince Howard, Rich Schwartz, Tyler Thompson
Blueprint Mastery
- Create decks and present sessions based on the 10 Mastery principles
– Tim Nolan, Yuriy Akopyan, Steve Henry, Ed Hoynes, Stephanie Kimak, Rob Wise, Michelle Cyron, George Valentine, Jason Eger, Joy Lutz, Sweta Adkin
Blueprint Sales University
– John Drawdy, Craig Hausz, Debbie Snelling, Erin Andrews, Josh Streimer, Joy Lutz, Yuriy Akopyan, Zach Bryant
Fee Increase University
- Create decks and present sessions based on how and why to increase client fees on an annual or semi-annual basis
– Brian Paulson, Stanley Dean, John Drawdy, Bob Shaner
Financial Review Group Committee
- Leaders of 10 Financial Review Groups of 8 – 10 firms each
- Assign new members to existing and establish new groups
- Update and test statistical platform
- Assist in planning annual group meeting
– Yuriy Akopyan, Craig Carr, Jason Eger, Frank Fiore, Stephanie Kimak, Tim Nolan, Rhonda Redgate, Mark Sunderland, Tyler Thompson, Sarah Berry, Blain Sanford, Hope St Clair, Sarah Dinges
National Training Meeting Committee
- Set agenda for annual Training Meeting
- Select speakers for annual Training Meeting
- Approve meeting budget
- Select off-site events and locations
– Yuriy Akopyan, Kim Corneliuson, Stanley Dean, Barb Gay, Blake Motl, Tim Nolan, George Valentine