ANNUAL
Experiences
OVERVIEW
We believe educational experiences should accelerate careers through applied knowledge and peer engagement.
See below for our full list of yearly experiences.
Donor-Advised Fund (DAF) Forum
MARCH 9–10, 2027 FORT WORTH, TX
This deeply specialized experience offers all sides of the DAF ecosystem, including nonprofit gift planners, DAF employees, and other financial professionals opportunities to learn and engage with the top experts studying one of the most important tools in philanthropic planning.
Advanced Special Needs Planning Symposium
DATE & LOCATION TBA
This experience brings together leading authorities on special needs and disability planning, along with mid- to senior-level financial professionals working with individuals with special needs and their caregivers, to share strategies and cultivate a shared commitment to this important discipline.
For more information about sponsorship opportunities, please contact Emily Krall Groome, CMP, or Dan Bischak.

Emily Krall Groome, CMP Executive Director of Events and Experiences, The American College of Financial Services
Emily.Krall@TheAmericanCollege.edu 717-813-1445

Dan Bischak Assistant Vice President of Advancement, The American College of Financial Services
Daniel.Bischak@TheAmericanCollege.edu 267-473-8051
A Legacy of Industry Leadership
Founded in 1927, The American College of Financial Services is the nation's largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs. Its portfolio of applied knowledge also includes just-in-time learning and consumer financial education programs. The College's faculty represents some of the foremost thought leaders in the financial services industry.
Stand Out as a Specialist
Deep knowledge is your growth engine. Discover how we can help you scale your business and deliver greater value.
The American College of Financial Services is committed to equal access to its educational programs, facilities, and employment for all persons, regardless of race, color, sex, disability, age, religion, national or ethnic origin, or any other protections afforded by applicable laws. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
© The American College of Financial Services
866-640-3748