2025 PFAC Southern Region Education Day

October 9-10

Join the professional fiduciaries of the Southern Region for a day of education and networking. The event begins with a welcome Hospitality Reception on Thursday, October 9 where you can relax and get to know your associates. Spend the night in a historic Queen Mary stateroom and be ready to go early Friday morning. The day provides around 7.0 Continuing Education Units with sessions relevant to new and experienced professional fiduciaries.

PFAC Member Price: $225
Non-Member Price: $275
Student Price*: $160

*Student pricing requires student ID number

VENUE INFORMATION

Hotel Queen Mary

1126 Queens Hwy, Long Beach, CA 90802
(562)435-3511

Hotel reservations are now open. Reserve now as space is limited.

Cut-off Date: Sep 9, 2025

Room Rates – $189 plus tax

SCHEDULE

Thursday, October 09

TIME	SESSION	LOCATION	CEU
Total CEUs			5.5
08:00AM – 09:30AM	Breakfast / Networking	Exhibit Hall / Cafeteria
09:30AM – 11:00AM	General Session: Your Day In Court! How Did You Get Here and What Does It Mean Debby Doitch, KJMLAW Partners PLC	Beacon Ballroom B	1.5
11:00AM – 11:30AM	Break / Networking	Exhibit Hall / Cafeteria
11:30AM – 01:00PM	Investments Authorized By Statute: From FDIC Insurance To The Prudent Investor Act And The NEW & IMPROVED Fiduciary Income And Principal Act Rules Donavan Filpi, Merrill Lynch Special Needs Team and Francine Lee, Ernst & Young	Beacon Ballroom B	1.0
01:00PM – 01:30PM	Break / Networking	Exhibit Hall / Cafeteria
01:30PM – 03:00PM	Dueling Perspectives On Capacity Scott Rahn RMO LLP	Beacon Ballroom B	1.5
03:00PM – 03:30PM	Break / Networking	Exhibit Hall / Cafeteria
03:30PM – 05:00PM	Insurance: What Is It Good For? Philip Barbaro, Barbaro, Chinen, Pitzer & Duke LLP and Samantha Chung Ogura, Acrisure	Beacon Ballroom B	1.5
05:00PM – 07:00PM	Reception	Poolside

Friday, October 10

TIME	SESSION	LOCATION	CEU
Total CEUs			2.5
08:00AM – 09:00AM	Breakfast / Networking	Exhibit Hall / Cafeteria
09:00AM – 10:00AM	Artificial Intelligence and Senior Scams: Protecting Our Elderly In The Digital Age Sam Gopinathan, New Wave Home Care	Seaview Ballroom	1.0
10:00AM – 10:30AM	Break / Networking	Exhibit Hall / Cafeteria
10:30AM – Noon	Legal And Compassionate End Of Life Options Dr. Bob Uslander, Empowered Endings ETHICS	Seaview Ballroom	1.5

TIME	CEU	SPEAKER	ACTIVITY
10/9/25
3PM to 5PM			Sponsor/Exhibitor Registration
5PM to 7PM			VIP Reception
10/10/25
8:00AM to 8:30AM			Check In and Breakfast
8:30AM to 8:45AM			Welcoming Remarks and Housekeeping
8:45AM to 10:15AM	1.5 CE/MCLE Pending	Debby Doitch, KJMLAW Partners Hon. Judge Mary Thornton House (Ret.), ARC	GENERAL SESSION 1: TBD
10:15AM to 10:45AM			BREAK - Meet the Exhibitors
10:345AM to 11:45AM	1.0 CE Trust	Josh Yager, Anodo Advisors	Breakout Session 1A: Risk Mitigation For The Successor Trustee
11:45AM to 12:45PM			LUNCH - Meet the Exhibitors
12:45PM to 1:45PM	1.0 CE/MCLE Estate	Joseph S. Greenfield, Ph.D.	Breakout Session 1B: Evidence Can Change The Direction Of A Case In A Heartbeat
1:45PM to 2:00PM			BREAK - Meet the Exhibitors
2:00PM to 3:00PM	1.0 CE/MCLE Practice Administration	Scott Rahn, RMO Lawyers Francine Lee, Ernst & Young	GENERAL SESSION 2: Guarding The Ledger: Navigating Contested Accountings As A Fiduciary
3:00PM to 3:30PM			BREAK Meet the Exhibitors
3:30PM to 5:00PM	1.5 CE Ethics	Kaylee K. Sauvey, Sauvey Law Group Eric F. Becker, Law Offices of Eric Becker Richard Huntington, Professional Fiduciary Services	Breakout Session 2A: Does My Attorney Have My Best Interests At Heart?
5:00PM			ADJOURN