Professional Fiduciary Association of California
15th Annual Educational Conference
Hilton Resort & Spa
San Diego, CA
May 5-7, 2010
Call for Proposals
The Professional Fiduciary Association of California (PFAC) invites you to share your knowledge and experience with
your colleagues and other professionals at our 2010 “Timeless Service. Exceptional Standards” Annual Educational
Conference. We will be accepting proposals that will help us to forward our mission and meet our member
educational and awareness goals.
We welcome your proposal. Please see the back of this letter for subject categories that would be appropriate
for PFAC. Materials and information presented should reflect the ethics and standards of the Professional Fiduciary
Association of California. PFAC does not provide airfare, hotel costs or an honorarium for presenters. Presenters
wishing to attend other aspects of the conference must pay the appropriate registration fee. We do invite presenters to
join us as our guest for the breakfast or lunch closest to their presentation. For more information on PFAC, go to
To submit a presenter proposal, please refer to the guidelines below. Proposals must be submitted to
MeetingWise at the address below by January 15, 2010. Proposals received after this date will be considered on a
space-available basis only. Proposals will be reviewed by the Program Committee and presenters notified of their
acceptance status by January 30, 2010. All selected presenters will be asked to provide written outlines/handouts (10
pages maximum) for their session by April 1, 2010 to be included in the book of handouts at the conference. Each
session will be one hour and fifteen minutes long including Q&A.
Speaker & Proposal Information Forms are included with this letter. Your proposal should include all of the
Proposals will be selected by a review committee upon the following criteria:
1. Overall quality
3. CE applicability
4. Appropriateness to this program
5. The need for a variety of topics
Send a proposal by January 15, 2010 or call for more information. Electronic proposals preferred. If you don’t have a Word
version of this form to type directly into, please contact us for one.
806 Manhattan Beach Blvd., Suite 205
Manhattan Beach, CA 90266
(310) 937-9473/(310) 937-9470 FAX
Complete and return attached form if you are interested in making a presentation.
We suggest you keep a copy for your records and that you confirm receipt at our end.
PFAC TOPIC AREAS
PROFESSIONAL FIDUCIARIES BUREAU Probate code and other California legal
REQUIREMENTS requirements for probate conservatorships of the
Eligible education courses shall include one or more of the Reading and understanding medical charts
following subject topics: Recognizing and evaluating mental illnesses
Regulation of residential care facilities
Rights of residents and patients in residential,
board-and-care, group living and long-term care
Working with other professionals
Conservator of the Estate Topic Areas
Durable Power of Attorney Asset recovery
The California Court System
Economics of fiduciary services
Elder and dependent adult financial abuse and
COURT REQUIREMENTS Evaluation of investment securities
Conservator of the Person Topic Areas Fiduciary office management and technology
Advance directives and end of life decisions Income taxation
Assessment of living situations Interstate issues in conservatorships of the estate
Communicating with adults with diminished Investment and other advisors for fiduciaries
capacity Liability insurance
Community resources Limited conservatorships of the estate of
Dementia powers developmentally disabled adults
Developmental disabilities Litigation by and against conservators
Due process in Competency Determinations Act Marital and domestic partnership property issues
Elder and dependent adult abuse or neglect and in conservatorships
legal remedies Medi-Cal, Supplemental Security Income and
Evaluation of residential care facilities other public benefits
Family dynamics and conflict resolution Medicare and medical insurance
Home care of adults with diminished capacity Personal property asset management
Interstate issues in the conservatorships of the Powers of attorney, abuses and remedies
person Probate code and other California legal
Involuntary mental health evaluation and intensive requirements for probate conservatorships of the
treatment for gravely disabled adults estate
Lanterman-Petris-Short conservatorships The Prudent Investors Act and authorized
Limited conservatorships of the person of investments by conservators
developmentally disabled persons Real property asset management
Mandatory reporting requirements for elder and Record keeping
dependent adult abuse Risk management
Medical decision making by conservator Special needs trusts
Medications for adults with diminished capacity Substituted judgment
Physical and cognitive functional assessments
Complete the following information. Primary presenter/contact should complete form and
list additional presenters on page 4. Please complete ALL fields. Phone and email address
required. Our communication will be through the primary presenter only. You are
responsible for keeping your co-presenters in the loop.
City: State: Zip:
Phone: ________ Fax: _________ E-mail:
Note: The following information is required in order for PFAC to apply for to offer continuing education credit.
College/University Major Degree Year Degree Granted
Experience: (Start with most recent experience)
Agency Position Clinical Area To From
Title of Course Description Location Month/Year
Briefly describe your professional experience or areas of expertise, which contribute to your particular involvement in this
continuing education activity.
List of names, addresses and phone numbers/email addresses of three people who have witnessed your presentation skills if you
have not spoken at a PFAC conference. One reference person should be a PFAC member if possible.
Please include a maximum 50 word biographical sketch in paragraph form (no resumes or CV’s please). If your session is chosen,
this information will be included in the program.
I will be inviting the following presenters/panelists and have attached a maximum 50 word biographical sketch in
paragraph form for each.
Full Name Position/Title Affiliation
What category does your proposal fall into? Please select a track title.
Ethics Business/Fiduciary Operations
Person Other: _________________________
Proposed topic title: _______________________________________________________________________________
What level of expertise will the presentation target (check all that applies)?
Beginner Intermediate Advanced All Levels
What audio-visual equipment would be required/requested: ___________________________________________________
Provide a 25 to 40-word description of the session for the promotional brochure.
Please list the top three learning objectives you have for this session.
Submit proposal by January 15, 2010 or call for more information: MeetingWise/PFAC, 806 Manhattan Beach Blvd., Suite 205,
Manhattan Beach, CA 90266, (310) 937-9473/(310) 937-9470 FAX, firstname.lastname@example.org