2019 PFAC Northern Region Education Day

September 10-11, 2019

Join the professional fiduciaries of the Northern Region for a day of education and networking. The event begins with a hosted cocktail reception on Tuesday, September 10 where you can relax and get to know your associates. Spend the night and be ready to go early Wednesday morning. The Day provides up to 6.5 Continuing Education units with sessions relevant to new and experienced professional fiduciaries.

Click Here to Register


Crowne Plaza San Francisco Airport – Burlingame
1177 Airport Boulevard, Burlingame | California | 94010

Hotel Reservation’s is now open. Reserve now as space is limited at the discounted rate of $189 USD plus tax.

Click Here to reserve your room
Cut off Date: August 20, 2019

For more information:

Crowne Plaza - PFAC


Total Credit Hours: 6.5

Tuesday, September 10

5:00PM to 7:00PMWelcome Hospitality ReceptionTBD

Wednesday, September 11

7:30AM to 3:00PMRegistration Open Plaza Foyer
7:30AM to 8:15AMBreakfastPlaza I & II
8:15AM to 8:30AMWelcoming Remarks and HousekeepingPlaza I & II
8:30AM to 10:00AM1.5 GENERAL SESSION
Business Succession Planning for Fiduciaries: Fulfilling the Duty of
Continuous Care
Frank Acuna, Acuna Regli
Plaza I & II
10:00AM to 10:15AMBREAK – Exhibit HallBayside Ballroom
10:15AM to 11:15AM1.0Track A – Breakout Session
The Bare Necessities: Medicare, Medi-Cal, Social Security and VA
Leslie Sugai, Sugai & Sudweeks
Plaza I & II
Track B – Breakout Session
I’m Being Sued, Now What? A Practical Approach to Preparing Yourself
for Litigation
Tracy Regli, Acuna Regli
Plaza III
11:15AM to 11:45AMBREAK – Meet the ExhibitorsBayside Ballroom
11:45AM to 12:30PMNetworking LunchPlaza I & II
Court Accountings – Down and Dirty
Francine Lee, Ernst & Young
Plaza I & II
2:00PM to 2:15PMBREAK – Exhibit Hall Bayside Ballroom
2:15PM to 3:15PM1.0Track A – Breakout Session
Protecting the Trust and Navigating the Family. Conflict Resolution
Techniques for the Professional Fiduciary
Karen Russell, Russell Mediations
Plaza I & II
Track B – Breakout Session
When Clients Light Up: A Fiduciary’s Risks and Obligations in the Age of
Legal Marijuana
Pamela Kaufmann, Hanson Bridgett LLP
Plaza III
3:15PM to 3:30PMBREAK – Exhibit Hall Bayside Ballroom
Managing Your Practice
Meredith Taylor, CLPF
Plaza I & II

Schedule is subject to change without notice

Please join us in thanking the sponsors who help make the 2019 Northern Region Education Day possible.

Interested in becoming a sponsor or exhibitor? Click here for more information.

To Register For The Northern Region Education Day
Click Here 


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Join us in 2019
as PFAC is ‘Making Magic Happen’
at the happiest place on Earth.

The 24th Annual PFAC Educational Conference provides
the most comprehensive fiduciary education available
in California. Who says learning can’t be fun?!

Visit the Conference Website


Thanks for making the 23rd Annual PFAC Educational Conference a success!

How Professional Fiduciaries Change Lives

How Professional Fiduciaries Change Lives

How Professional Fiduciaries Change Lives