Kitces IAR Ethics CE Day August 2024

1. How likely are you to recommend this Kitces IAR Ethics CE Day to a friend or colleague? 

	0	1	2	3	4	5	6	7	8	9	10
Not at all likely	0	1	2	3	4	5	6	7	8	9	10	Extremely likely

2. How did this event align with your expectations?

Fell far short of expectations	Fell short of expectations	Fell slightly short of expectations	Met expectations	Slightly exceeded expectations	Exceeded expectations	Far exceeded expectations
Fell far short of expectations	Fell short of expectations	Fell slightly short of expectations	Met expectations	Slightly exceeded expectations	Exceeded expectations	Far exceeded expectations

3. The cohosts enhanced the event experience. 

Space Cell	Strongly disagree	Disagree	Somewhat disagree	Neutral	Somewhat agree	Agree	Strongly Agree
Michael Kitces	Michael Kitces: Strongly disagree	Michael Kitces: Disagree	Michael Kitces: Somewhat disagree	Michael Kitces: Neutral	Michael Kitces: Somewhat agree	Michael Kitces: Agree	Michael Kitces: Strongly Agree
Adam Van Deusen	Adam Van Deusen: Strongly disagree	Adam Van Deusen: Disagree	Adam Van Deusen: Somewhat disagree	Adam Van Deusen: Neutral	Adam Van Deusen: Somewhat agree	Adam Van Deusen: Agree	Adam Van Deusen: Strongly Agree

4. The experts effectively demonstrated a deep understanding of the subject matter. 

Space Cell	Strongly disagree	Disagree	Somewhat disagree	Neutral	Somewhat agree	Agree	Strongly Agree
Shelitha Smodic (Navigating Ethical Obligations)	Shelitha Smodic (Navigating Ethical Obligations): Strongly disagree	Shelitha Smodic (Navigating Ethical Obligations): Disagree	Shelitha Smodic (Navigating Ethical Obligations): Somewhat disagree	Shelitha Smodic (Navigating Ethical Obligations): Neutral	Shelitha Smodic (Navigating Ethical Obligations): Somewhat agree	Shelitha Smodic (Navigating Ethical Obligations): Agree	Shelitha Smodic (Navigating Ethical Obligations): Strongly Agree
Jacqueline Hummel (Retirement Security Rule)	Jacqueline Hummel (Retirement Security Rule): Strongly disagree	Jacqueline Hummel (Retirement Security Rule): Disagree	Jacqueline Hummel (Retirement Security Rule): Somewhat disagree	Jacqueline Hummel (Retirement Security Rule): Neutral	Jacqueline Hummel (Retirement Security Rule): Somewhat agree	Jacqueline Hummel (Retirement Security Rule): Agree	Jacqueline Hummel (Retirement Security Rule): Strongly Agree
Chris Stanley (Recent Regulatory Changes)	Chris Stanley (Recent Regulatory Changes): Strongly disagree	Chris Stanley (Recent Regulatory Changes): Disagree	Chris Stanley (Recent Regulatory Changes): Somewhat disagree	Chris Stanley (Recent Regulatory Changes): Neutral	Chris Stanley (Recent Regulatory Changes): Somewhat agree	Chris Stanley (Recent Regulatory Changes): Agree	Chris Stanley (Recent Regulatory Changes): Strongly Agree
Gail Bernstein (What's Happening In Washington)	Gail Bernstein (What's Happening In Washington): Strongly disagree	Gail Bernstein (What's Happening In Washington): Disagree	Gail Bernstein (What's Happening In Washington): Somewhat disagree	Gail Bernstein (What's Happening In Washington): Neutral	Gail Bernstein (What's Happening In Washington): Somewhat agree	Gail Bernstein (What's Happening In Washington): Agree	Gail Bernstein (What's Happening In Washington): Strongly Agree
Leila Shaver (Compliance Panel)	Leila Shaver (Compliance Panel): Strongly disagree	Leila Shaver (Compliance Panel): Disagree	Leila Shaver (Compliance Panel): Somewhat disagree	Leila Shaver (Compliance Panel): Neutral	Leila Shaver (Compliance Panel): Somewhat agree	Leila Shaver (Compliance Panel): Agree	Leila Shaver (Compliance Panel): Strongly Agree
Max Schatzow (Compliance Panel)	Max Schatzow (Compliance Panel): Strongly disagree	Max Schatzow (Compliance Panel): Disagree	Max Schatzow (Compliance Panel): Somewhat disagree	Max Schatzow (Compliance Panel): Neutral	Max Schatzow (Compliance Panel): Somewhat agree	Max Schatzow (Compliance Panel): Agree	Max Schatzow (Compliance Panel): Strongly Agree
Terria Heng (Compliance Panel)	Terria Heng (Compliance Panel): Strongly disagree	Terria Heng (Compliance Panel): Disagree	Terria Heng (Compliance Panel): Somewhat disagree	Terria Heng (Compliance Panel): Neutral	Terria Heng (Compliance Panel): Somewhat agree	Terria Heng (Compliance Panel): Agree	Terria Heng (Compliance Panel): Strongly Agree

5.  The experts provided information in an accessible and engaging way. 

Space Cell	Strongly disagree	Disagree	Somewhat disagree	Neutral	Somewhat agree	Agree	Strongly Agree
Shelitha Smodic (Navigating Ethical Obligations)	Shelitha Smodic (Navigating Ethical Obligations): Strongly disagree	Shelitha Smodic (Navigating Ethical Obligations): Disagree	Shelitha Smodic (Navigating Ethical Obligations): Somewhat disagree	Shelitha Smodic (Navigating Ethical Obligations): Neutral	Shelitha Smodic (Navigating Ethical Obligations): Somewhat agree	Shelitha Smodic (Navigating Ethical Obligations): Agree	Shelitha Smodic (Navigating Ethical Obligations): Strongly Agree
Jacqueline Hummel (Retirement Security Rule)	Jacqueline Hummel (Retirement Security Rule): Strongly disagree	Jacqueline Hummel (Retirement Security Rule): Disagree	Jacqueline Hummel (Retirement Security Rule): Somewhat disagree	Jacqueline Hummel (Retirement Security Rule): Neutral	Jacqueline Hummel (Retirement Security Rule): Somewhat agree	Jacqueline Hummel (Retirement Security Rule): Agree	Jacqueline Hummel (Retirement Security Rule): Strongly Agree
Chris Stanley (Recent Regulatory Changes)	Chris Stanley (Recent Regulatory Changes): Strongly disagree	Chris Stanley (Recent Regulatory Changes): Disagree	Chris Stanley (Recent Regulatory Changes): Somewhat disagree	Chris Stanley (Recent Regulatory Changes): Neutral	Chris Stanley (Recent Regulatory Changes): Somewhat agree	Chris Stanley (Recent Regulatory Changes): Agree	Chris Stanley (Recent Regulatory Changes): Strongly Agree
Gail Bernstein (What's Happening In Washington)	Gail Bernstein (What's Happening In Washington): Strongly disagree	Gail Bernstein (What's Happening In Washington): Disagree	Gail Bernstein (What's Happening In Washington): Somewhat disagree	Gail Bernstein (What's Happening In Washington): Neutral	Gail Bernstein (What's Happening In Washington): Somewhat agree	Gail Bernstein (What's Happening In Washington): Agree	Gail Bernstein (What's Happening In Washington): Strongly Agree
Leila Shaver (Compliance Panel)	Leila Shaver (Compliance Panel): Strongly disagree	Leila Shaver (Compliance Panel): Disagree	Leila Shaver (Compliance Panel): Somewhat disagree	Leila Shaver (Compliance Panel): Neutral	Leila Shaver (Compliance Panel): Somewhat agree	Leila Shaver (Compliance Panel): Agree	Leila Shaver (Compliance Panel): Strongly Agree
Max Schatzow (Compliance Panel)	Max Schatzow (Compliance Panel): Strongly disagree	Max Schatzow (Compliance Panel): Disagree	Max Schatzow (Compliance Panel): Somewhat disagree	Max Schatzow (Compliance Panel): Neutral	Max Schatzow (Compliance Panel): Somewhat agree	Max Schatzow (Compliance Panel): Agree	Max Schatzow (Compliance Panel): Strongly Agree
Terria Heng (Compliance Panel)	Terria Heng (Compliance Panel): Strongly disagree	Terria Heng (Compliance Panel): Disagree	Terria Heng (Compliance Panel): Somewhat disagree	Terria Heng (Compliance Panel): Neutral	Terria Heng (Compliance Panel): Somewhat agree	Terria Heng (Compliance Panel): Agree	Terria Heng (Compliance Panel): Strongly Agree

6. I found the information provided relevant to my practice as an advisor. 

Space Cell	Strongly disagree	Disagree	Somewhat disagree	Neutral	Somewhat agree	Agree	Strongly Agree
Shelitha Smodic (Navigating Ethical Obligations)	Shelitha Smodic (Navigating Ethical Obligations): Strongly disagree	Shelitha Smodic (Navigating Ethical Obligations): Disagree	Shelitha Smodic (Navigating Ethical Obligations): Somewhat disagree	Shelitha Smodic (Navigating Ethical Obligations): Neutral	Shelitha Smodic (Navigating Ethical Obligations): Somewhat agree	Shelitha Smodic (Navigating Ethical Obligations): Agree	Shelitha Smodic (Navigating Ethical Obligations): Strongly Agree
Jacqueline Hummel (Retirement Security Rule)	Jacqueline Hummel (Retirement Security Rule): Strongly disagree	Jacqueline Hummel (Retirement Security Rule): Disagree	Jacqueline Hummel (Retirement Security Rule): Somewhat disagree	Jacqueline Hummel (Retirement Security Rule): Neutral	Jacqueline Hummel (Retirement Security Rule): Somewhat agree	Jacqueline Hummel (Retirement Security Rule): Agree	Jacqueline Hummel (Retirement Security Rule): Strongly Agree
Chris Stanley (Recent Regulatory Changes)	Chris Stanley (Recent Regulatory Changes): Strongly disagree	Chris Stanley (Recent Regulatory Changes): Disagree	Chris Stanley (Recent Regulatory Changes): Somewhat disagree	Chris Stanley (Recent Regulatory Changes): Neutral	Chris Stanley (Recent Regulatory Changes): Somewhat agree	Chris Stanley (Recent Regulatory Changes): Agree	Chris Stanley (Recent Regulatory Changes): Strongly Agree
Gail Bernstein (What's Happening In Washington)	Gail Bernstein (What's Happening In Washington): Strongly disagree	Gail Bernstein (What's Happening In Washington): Disagree	Gail Bernstein (What's Happening In Washington): Somewhat disagree	Gail Bernstein (What's Happening In Washington): Neutral	Gail Bernstein (What's Happening In Washington): Somewhat agree	Gail Bernstein (What's Happening In Washington): Agree	Gail Bernstein (What's Happening In Washington): Strongly Agree
Leila Shaver (Compliance Panel)	Leila Shaver (Compliance Panel): Strongly disagree	Leila Shaver (Compliance Panel): Disagree	Leila Shaver (Compliance Panel): Somewhat disagree	Leila Shaver (Compliance Panel): Neutral	Leila Shaver (Compliance Panel): Somewhat agree	Leila Shaver (Compliance Panel): Agree	Leila Shaver (Compliance Panel): Strongly Agree
Max Schatzow (Compliance Panel)	Max Schatzow (Compliance Panel): Strongly disagree	Max Schatzow (Compliance Panel): Disagree	Max Schatzow (Compliance Panel): Somewhat disagree	Max Schatzow (Compliance Panel): Neutral	Max Schatzow (Compliance Panel): Somewhat agree	Max Schatzow (Compliance Panel): Agree	Max Schatzow (Compliance Panel): Strongly Agree
Terria Heng (Compliance Panel)	Terria Heng (Compliance Panel): Strongly disagree	Terria Heng (Compliance Panel): Disagree	Terria Heng (Compliance Panel): Somewhat disagree	Terria Heng (Compliance Panel): Neutral	Terria Heng (Compliance Panel): Somewhat agree	Terria Heng (Compliance Panel): Agree	Terria Heng (Compliance Panel): Strongly Agree

7. I can apply the information shared to my practice as an advisor today. 

Space Cell	Strongly disagree	Disagree	Somewhat disagree	Neutral	Somewhat agree	Agree	Strongly Agree
Shelitha Smodic (Navigating Ethical Obligations)	Shelitha Smodic (Navigating Ethical Obligations): Strongly disagree	Shelitha Smodic (Navigating Ethical Obligations): Disagree	Shelitha Smodic (Navigating Ethical Obligations): Somewhat disagree	Shelitha Smodic (Navigating Ethical Obligations): Neutral	Shelitha Smodic (Navigating Ethical Obligations): Somewhat agree	Shelitha Smodic (Navigating Ethical Obligations): Agree	Shelitha Smodic (Navigating Ethical Obligations): Strongly Agree
Jacqueline Hummel (Retirement Security Rule)	Jacqueline Hummel (Retirement Security Rule): Strongly disagree	Jacqueline Hummel (Retirement Security Rule): Disagree	Jacqueline Hummel (Retirement Security Rule): Somewhat disagree	Jacqueline Hummel (Retirement Security Rule): Neutral	Jacqueline Hummel (Retirement Security Rule): Somewhat agree	Jacqueline Hummel (Retirement Security Rule): Agree	Jacqueline Hummel (Retirement Security Rule): Strongly Agree
Chris Stanley (Recent Regulatory Changes)	Chris Stanley (Recent Regulatory Changes): Strongly disagree	Chris Stanley (Recent Regulatory Changes): Disagree	Chris Stanley (Recent Regulatory Changes): Somewhat disagree	Chris Stanley (Recent Regulatory Changes): Neutral	Chris Stanley (Recent Regulatory Changes): Somewhat agree	Chris Stanley (Recent Regulatory Changes): Agree	Chris Stanley (Recent Regulatory Changes): Strongly Agree
Gail Bernstein (What's Happening In Washington)	Gail Bernstein (What's Happening In Washington): Strongly disagree	Gail Bernstein (What's Happening In Washington): Disagree	Gail Bernstein (What's Happening In Washington): Somewhat disagree	Gail Bernstein (What's Happening In Washington): Neutral	Gail Bernstein (What's Happening In Washington): Somewhat agree	Gail Bernstein (What's Happening In Washington): Agree	Gail Bernstein (What's Happening In Washington): Strongly Agree
Leila Shaver (Compliance Panel)	Leila Shaver (Compliance Panel): Strongly disagree	Leila Shaver (Compliance Panel): Disagree	Leila Shaver (Compliance Panel): Somewhat disagree	Leila Shaver (Compliance Panel): Neutral	Leila Shaver (Compliance Panel): Somewhat agree	Leila Shaver (Compliance Panel): Agree	Leila Shaver (Compliance Panel): Strongly Agree
Max Schatzow (Compliance Panel)	Max Schatzow (Compliance Panel): Strongly disagree	Max Schatzow (Compliance Panel): Disagree	Max Schatzow (Compliance Panel): Somewhat disagree	Max Schatzow (Compliance Panel): Neutral	Max Schatzow (Compliance Panel): Somewhat agree	Max Schatzow (Compliance Panel): Agree	Max Schatzow (Compliance Panel): Strongly Agree
Terria Heng (Compliance Panel)	Terria Heng (Compliance Panel): Strongly disagree	Terria Heng (Compliance Panel): Disagree	Terria Heng (Compliance Panel): Somewhat disagree	Terria Heng (Compliance Panel): Neutral	Terria Heng (Compliance Panel): Somewhat agree	Terria Heng (Compliance Panel): Agree	Terria Heng (Compliance Panel): Strongly Agree

8. The event registration process was easy to navigate. 

Strongly disagree	Disagree	Somewhat disagree	Neutral	Somewhat agree	Agree	Strongly agree
Strongly disagree	Disagree	Somewhat disagree	Neutral	Somewhat agree	Agree	Strongly agree

9. The event was well-managed. 

Strongly disagree	Disagree	Somewhat disagree	Neutral	Somewhat agree	Agree	Strongly agree
Strongly disagree	Disagree	Somewhat disagree	Neutral	Somewhat agree	Agree	Strongly agree