General Questions
Technical Education Questions
If you completed the speaker survey after each session using the online continuing education website, you do not need to complete this section.
On a scale of 1 to 10, with 10 being MOST valuable, please rate the conference speakers (speakers appear in the order of appearance).
Monday
Morgana Blackwelder & Mariam Whitten, ISA AM
(Session provided by John Moran Auctioneers & Appraisers)
Wade D. Pfau, PhD, CFA®, RICP®
Louis W. Pierro, Esq. & Peter J. Strauss, Esq.
Brian K. Clontz, PhD, ChSNC®, RICP®, CAP®, CLU®, ChFC®, CFP®, AEP® (Distinguished)
Tama Brooks Klosek, JD
Justin T. Miller, JD, LL.M. (taxation), CFP®, AEP®
Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA®
Katie Bennett, CVA, LaToya Encarnacion, Jamie L. Mendelsohn, Jon B. Mendelsohn
(Session offered by Ashar Group Life Settlements and Life Insurance Valuations)
Joan K. Crain, CFP®, TEP, AEP® (Distinguished)
Tuesday
Sharon McRill
(Session offered by Betty Brigade)
Joan K. Crain, CFP®, TEP, AEP® (Distinguished)
Justin T. Miller, JD, LL.M. (taxation), CFP®, AEP®
Katie Bennett, CVA, LaToya Encarnacion, and Jamie L. Mendelsohn
(Session offered by Ashar Group Life Settlements and Life Insurance Valuations)
Bikram Chadha
Jeremiah W. Doyle IV, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished)
Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® (Distinguished)
Jestin Carlson, MD, MS, MHA, CPE & Ferdinando L. Mirarchi, DO, FAAEM, FACEP
(Session offered by MIDEO Health)
Jeremiah W. Doyle IV, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished)
Aquanetta J. Betts, JD, CAP®, AEP®, CFRE, Theresa L. Hughes, MBA, CTFA, AEP®,
Karly A. Laughlin, CPA, AEP®, Jennifer E. Smith, JD, LL.M. (taxation), AEP®, and
Susan M. Tillery, CPA/PFS, AEP® (Distinguished)
Wednesday
Gary F. Rossi
William Fox, CPA, Richard Reuter, CPA, CGMA, and Timothy Wallen, CPA
(Session offered by MLG Capital)
Michael H. Rubin, JD
S. Stacy Eastland, JD, AEP® (Distinguished)
Council Leadership Conference Questions
Please answer only if you attended the sessions on the afternoon of Wednesday, November 15, 2023 and the morning of Thursday, November 16, 2023.
Exhibit Hall Questions