2022 PFAC Northern Region Education Day

September 15, 2022

Join the professional fiduciaries of the Northern Region for a day of education and networking. The event begins with a welcome Hospitality Reception on Wednesday, September 14, 2022, where you can relax and get to know your associates. Spend the night and be ready to go early Thursday morning. The Day provides up to 7.0 Continuing Education units with sessions relevant to new and experienced professional fiduciaries.

PFAC Member Price: $200
Non-Member Price: $250
Student Price*: $125

*Student pricing requires student ID number


Crowne Plaza San Francisco Airport
1177 Airport Boulevard, Burlingame | California  94010 | Phone: (650) 342-9200 

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

Click Here to reserve your room

Cut-off Date: 
August 24, 2022

Room Rates:
1 King Bed – $179
2 Double Beds – $179
* rates based on one adult per room



Total Credit Hours: 7.0
3pm to 6pmSponsor/Exhibitor RegistrationPlaza Foyer
6pm to 8pmVIP ReceptionPlaza Ballroom
7:15AM to 8:15AMCheck In and BreakfastPlaza Foyer
8:15AM to 8:30AMWelcoming Remarks and HousekeepingPlaza Foyer
8:30AM to 10:00AM
1.5 PersonShadi Gholizadeh, PhD, MPH
GENERAL SESSION 1: Person-Centered Dementia Basics for Fiduciaries
Plaza Ballroom
10:00AM to 10:15AMBREAK
Plaza Foyer
10:15AM to 11:15AM1.0 TrustPeter Wall, Truelink Financial
Herb Thomas, Kairos Fiduciary Services
Vanita Jones, Urban Fiduciaries
Lisa Soloway, Soloway Fiduciaries
Breakout Session 1A: Successor Trustee Issues: Taking Over a DisasterPlaza Ballroom
10:15AM to 11:15AM1.0 TrustDaniel Cutter, Merrill Lynch and Donna Verna, FiduciaryBreakout Session 1B: How to Talk to Your Beneficiaries about Market Volatility
Peninsula Ballroom
11:15AM to 11:45AMBREAK – Meet the ExhibitorsPlaza Foyer
11:45AM to 12:30PMLUNCHBayside Ballroom Service; Plaza Ballroom Seating
12:30PM to 2:00PM1.5 EstateRuben Martinez and Teresa Gorman, Fiduciary Real Estate ServicesGENERAL SESSION 2: To Fix and Sell or Not Fix and Sell That is the QuestionPlaza Ballroom
2:00PM to 2:15PMBREAK
Plaza Foyer
2:15PM to 3:15PM1.0 PersonKari Rogenski, LMFT,
The Hummingbird Project
Breakout Session 2A: Holistic Quality of Life: Creating Joyful MomentsPlaza Ballroom
2:15PM to 3:15PM1.0 PersonCraig Judson and Kyla Hale,
Bold, Polisner, Maddow, Nelson & Judson
Breakout Session 2B: The California End of Life Option Act – What have we learned in the past five years and why it is still controversial today?Peninsula Ballroom
3:15PM to 3:30PMBREAKPlaza Foyer
3:30PM to 5:00PM1.5 EthicsRoberta Flowers, Professor of Law and Director, Center for Excellence in Elder Law Stetson University and Meredith Taylor, IMT AssociatesGENERAL SESSION 3: Ethics and Professional BurnoutPlaza Ballroom

** Schedule is subject to change without notice

Please join us in thanking the sponsors who help make the 2022 Northern Region Education Day possible.

Event Sponsors

Tabletop Sponsors

Tabletop Exhibitors

To Register For The Northern Region Education Day
Click Here