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.

CG INSTITUTIONAL

(a) CG Institutional
Susan Inwood, Chair, 310-443-0527
Keith Swanson, Board Liaison, 515-327-4808

(b) Graystone Consulting
George Cook, Chair, 847-382-6608
Elaina Spilove, Board Liaison, 215-854-6029

CONFERENCE
Pylar Pinkston, Chair, 214-720-5099
Vicki Polinski, Board Liaison, 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:
Matthew McLaughlin, Chair, 978-739-3909
Ross Charkatz Board Liaison, 202-861-5071

MEMBERSHIP
Randy Friedlander, Co-Chair, 954-713-8414
Marilyn Swan, Co-Chair, 407-623-5600
Peter Cartwright, Board Liaison, 515-283-7031

PRIVATE WEALTH MANAGEMENT

(a) Under $10 Million Committee:
Paul Compton, Co-Chair, 314-889-849
Carol Goodman, Co-Chair, 513-762-5222
Lisa Blonkvist, Board Liaison, 210-366-8624

(b) Over $10 Million Committee:
Dean Eisen, Co-Chair, 202-861-5062
Ted Schwab, Co-Chair, 202-862-3896
Lisa Blonkvist, Board Liaison, 210-366-8624

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
Doug Berger, Chair, 360-613-1984
Ron Oleet, Board Liaison, 21892-2888

TECHNOLOGY
Al Eaton, Chair, 661-663-4613
Brian Hein, Chair for Internet Services & Technology, 480-368-6507
Victoria Polinski, Board Liaison, 713-499-3034