PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA
Education, Advocacy and Advancement for Professional Fiduciaries
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
VENUE INFORMATION
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
SCHEDULE
Total Credit Hours: 7.0
| TIME | CEU | SPEAKER | ACTIVITY | LOCATION |
|---|---|---|---|---|
| 3pm to 6pm | Sponsor/Exhibitor Registration | Plaza Foyer | ||
| 6pm to 8pm | VIP Reception | Plaza Ballroom | ||
| 7:15AM to 8:15AM | Check In and Breakfast | Plaza Foyer | ||
| 8:15AM to 8:30AM | Welcoming Remarks and Housekeeping | Plaza Foyer | ||
| 8:30AM to 10:00AM | 1.5 Person | Shadi Gholizadeh, PhD, MPH TheKey | GENERAL SESSION 1: Person-Centered Dementia Basics for Fiduciaries | Plaza Ballroom |
| 10:00AM to 10:15AM | BREAK | Plaza Foyer | ||
| 10:15AM to 11:15AM | 1.0 Trust | Peter 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 Disaster | Plaza Ballroom |
| 10:15AM to 11:15AM | 1.0 Trust | Daniel Cutter, Merrill Lynch and Donna Verna, Fiduciary | Breakout Session 1B: How to Talk to Your Beneficiaries about Market Volatility | Peninsula Ballroom |
| 11:15AM to 11:45AM | BREAK – Meet the Exhibitors | Plaza Foyer | ||
| 11:45AM to 12:30PM | LUNCH | Bayside Ballroom Service; Plaza Ballroom Seating | ||
| 12:30PM to 2:00PM | 1.5 Estate | Ruben Martinez and Teresa Gorman, Fiduciary Real Estate Services | GENERAL SESSION 2: To Fix and Sell or Not Fix and Sell That is the Question | Plaza Ballroom |
| 2:00PM to 2:15PM | BREAK | Plaza Foyer | ||
| 2:15PM to 3:15PM | 1.0 Person | Kari Rogenski, LMFT, The Hummingbird Project | Breakout Session 2A: Holistic Quality of Life: Creating Joyful Moments | Plaza Ballroom |
| 2:15PM to 3:15PM | 1.0 Person | Craig 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 3:30PM | BREAK | Plaza Foyer | ||
| 3:30PM to 5:00PM | 1.5 Ethics | Roberta Flowers, Professor of Law and Director, Center for Excellence in Elder Law Stetson University and Meredith Taylor, IMT Associates | GENERAL SESSION 3: Ethics and Professional Burnout | Plaza Ballroom |
| 5:00PM | ADJOURN | |||
** 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
