Committees

Becoming Stronger, Together
APIC members are innovators. We actively create and introduce techniques and methods to provide cutting-edge service and expertise to our clients, and to develop our practices. We have organized ourselves into committees that focus on our special areas of expertise or need, and that provide an excellent forum for members to express opinions to people who will listen to their concerns.

Advocacy Committees
Advocacy Committees include Research and Evaluation, Corporate Services, Private Wealth Management, Legal and Regulatory, Technology, Endowment/Foundation and others.

Innovation Committees
Committee dedicated to innovating how we advise our clients and run our practices - the implementation of the cutting edge - include Best Practices, Business Advisors, (K)-Group/Corporate Services, and Team Practice Management, Professional Development and others.

Standing Committees
There are additional Standing Committees dedicated to association administration and governance. From time to time additional Task Forces may be formed to study and recommend action on a particular need or circumstance. These committees conduct research, share ideas, develop tools and communicate resulting focus items to the APIC Board.

Priority Objectives
Each year the APIC Board gathers these focus items and selects several as "APIC Priorities". As your advocate, APIC works actively with the Firm to achieve these Priority objectives on your behalf.

Join a Committee Today
Committee service is a highly rewarding and valuable activity - and the principal source of ideas and innovation members bring to the Firm and to the industry.

CONFERENCE
Edwin Chervin, Co-Chair, 212-320-3606
Vicki Polinski, Co-Chair, 713-499-3034

CORPORATE CLIENT GROUP

(a) Corporate Services:
Brian Penzel, Chair 650-496-4220
Mark Curtis, Board Liaison 650-496-4220

(b) Corporate Retirement Services:
Edward Johnson, Chair 612-371-8860
Ross Charkatz Board Liaison 202-861-5071

LEGAL, REGULATORY AND GOVERNANCE
Sandra Smith, Board Liaison 816-932-7816

MEMBERSHIP
Peter Cartwright, Chair 515-283-7031
Lisa Blonkvist, Board Liaison 210-366-6624

PRIVATE WEALTH MANAGEMENT

(a) Under $10 Million Committee:
Chet Warren, Co-Chair 317-818-7356
Carol Goodman, Co-Chair 513-762-5222
Susan Yelen, Board Liaison 570-821-1800

(b) Over $10 Million Committee:
Dean Eisen, Co-Chair 202-861-5062
Ted Schwab, Co-Chair 202-862-2896
Susan Yelen, Board Liaison 570-821-1800

PROFESSIONAL DEVELOPMENT
Marybeth Emson, Chair 973-236-3500
Janet Bolton, Board Liaison 708-226-5412

PORTFOLIO CONSTRUCTION
Tim Sharpe, Chair 713-993-2747
Tim Skelly, Board Liaison 707-571-5739

TEAM AND PRACTICE MANAGEMENT
Ron Oleet, Chair 212-692-2888
Brian Kelly, Sr., Board Liaison 973-236-3500

TECHNOLOGY

(a) Internet Services:
Thomas Davis, Chair 909-625-9719
Brian Hein, Board Liaison 480-368-6507

(b) Technology:
Al Eaton, Chair 661-663-4613
Brian Hein, Board Liaison 480-368-6507