2026 PFAC Southern Region Education Day

October 1-2

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 1 where you can relax and get to know your associates. Spend the night in at the historic Mission Inn and be ready to go early Friday morning for sessions at the Riverside Convention Center. The day provides around 6.0 Continuing Education Units with sessions relevant to new and experienced professional fiduciaries.

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

VENUE INFORMATION

The Mission Inn/ Riverside Convention Center

3657 5th Street

Riverside, CA 92501

Hotel Phone Number (951)784-0300

Hotel reservations are now open. Click here to reserve now as space is limited.

Cut-off Date: September 10, 2026

Room Rates – $209 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

SCHEDULE
TIME	CEU	SPEAKER	ACTIVITY
10/1/26
3PM to 5PM			Sponsor/Exhibitor Registration
5PM to 7PM			VIP Reception
10/2/26
7:30AM 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	Hon. Judge Sandra Bean, Alameda County Superior Court; Hon. Judge Roger Lund, Ventura County Superior Court; Kelly Murphy Berlingeri, Ruttenberg, Culter, Broomer LLP	Mastering Accountings: Fiduciary Duties; Suspension and Removal; Accounting Tips; Claw Backs; Surcharge; and Fiduciary Attorney Fees
10:15AM to 10:45AM			BREAK – Meet the Exhibitors
10:45AM to 11:45AM	1.0 CE/MCLE	Hon. Judge Kenneth Fernandez, Riverside County Superior Court
11:45AM to 12:15PM			LUNCH
12:15PM to 1:45PM	1.5 CE/MCLE	Hon. Judge Kim Hubbard and Hon. Judge Mary Thornton House, ARC	Elder Abuse and Dependent Adult Abuse Civil Restraining Orders: Who Can Bring Them and Will They Be Successful?
1:45PM to 2:00PM			BREAK – Meet the Exhibitors
2:00PM to 3:00PM	1.0 CE/MCLE	Elizabeth Carder, Riverside County Superior Courth	Summary of Probate Code Changes and New Requirements Under AB 1194 and AB 1663
3:00PM to 3:30PM			BREAK Meet the Exhibitors
3:30PM to 5:00PM	1.5 CE/MCLE – Cultural Competency	Dana Fischel, Law Offices of Edward B. Fischel, LL.M., APLC	Grief-Informed Fiduciary Practice: Navigating Anticipatory Grief, Family Conflict, and California End-of-Life Law
5:00PM			ADJOURN