Association for Financial Professionals of Utah upcoming events

September 2026 Luncheon- Market Update by Soltis Investment Advisors Ammon Christensen (September 17, 2026)

Thu, 17 Sep 2026 17:30:00 GMT

Join fellow AFP of Utah Members for our September Content and Luncheon!

Ammon Christensen- Director of Alternative Investment Research Soltis Investment Advisors

Ammon began his tenure at Soltis Investment Advisors as an intern from August 2016 to July 2017. He rejoined Soltis as an Investment Associate in July 2018 and currently serves as the Director of Alternative Investment Research. Under the guidance of the Managing Director of Alternatives, Hal Anderson, Ammon conducts due diligence and analysis on the firm’s alternative investments.

Ammon holds a B.A. in Political Science from Brigham Young University and an MBA with a finance emphasis from Utah Valley University’s Woodbury School of Business. During his MBA program, he was part of teams that placed second in the Utah CFA® Research Challenge and first in the Utah Association for Corporate Growth Cup. Additionally, Ammon contributed to economic research for academic publications at both BYU and UVU.

Residing in downtown Salt Lake City with his wife, Cassie, Ammon enjoys trips to Disneyland, taking their dog to the park, and watching baseball.

October 2026 Social Activity- Date and Activity To Be Finalized Soon (October 01, 2026)

Thu, 01 Oct 2026 06:00:00 GMT

Join fellow AFP of Utah Members for Networking & Fun in October this year! We are working on a fun outing for our members and friends.

More to come soon.

November 2026 Luncheon- John Sanchez, FPA Group presenting "Hit the MARC- simplifying financial concepts" (November 19, 2026)

Thu, 19 Nov 2026 18:30:00 GMT

Join fellow AFP of Utah Members for our November Content and Luncheon!

Hit the MARC-Simplifying Financial Concepts

Facilitator: John Sanchez, FPA Group

Session DESCRIPTION: This session gives finance, treasury, and accounting professionals a single, practical framework for simplifying how they communicate financial information to any audience. Using the MARC framework (Minimal, Accessible, Repeatable, Clear) participants learn how to strip complexity from their communications without losing accuracy or credibility. Through a short individual exercise and a group translation challenge, participants practice applying MARC to realistic financial scenarios and leave with a tool they can use immediately.

LEARNING OBJECTIVES: After completing this session, participants will be able to: 1. Name and describe all four elements of the MARC framework and the test question for each. 2. Identify jargon and complexity in financial communications and replace them with plain language. 3. Apply all four MARC elements to rewrite a realistic financial communication for a non-finance audience. 4. Commit to one specific communication they send regularly that they will simplify using MARC.

AGENDA:

1. Welcome & Session Overview

2. Why Simplicity Matters

3. The MARC Framework

4. Activity 1: Word Choice Sprint - Individual

5. Activity 2: MARC Translation Challenge - Groups of 3 to 4

6. Debrief & Wrap-Up