28th Annual
PFAC Educational Conference

May 31 – June 3, 2023

The Hyatt Regency, San Francisco CA
The Hyatt Regency, San Francisco CA
The most comprehensive professional fiduciary education available in California
  • Over 15 units of fiduciary education
  • Sessions crafted for both the fiduciary starting their business or the seasoned professional
  • Expert presenters cover trust, estate, ethics, practice management and person related topics
  • Dining experiences including breakfasts, lunches, and evening dinner celebrations
  • Networking receptions and wine tastings
  • And much, much more...

Pre-Conference Intensives

Learn, stay and play!
Join us at the Hyatt Regency for the 2023 PFAC Conference.

Conference Venue

Join us today!

2023 Conference Features

The most extensive education for the professional fiduciary.

“The annual conference is the highlight of my year as it allows me to get my education units, mix with first class service providers and have invaluable networking time with fiduciaries from around the state.”
Richard
San Jose - CA
“The quality of the speakers is amazing, but the fun I have with my colleagues is even better. I never miss it!”
Leandra
Glendora - CA
“I am totally blown away by the quality and ease of access of the virtual conference.”
Hannah
San Diego - CA
“I am loving this on demand conference learning. I learn something every time I see a new class."
Greg
Templeton - CA
“The PFAC Conference is my “go-to” event every year. I love it!”
Susan
Ontario - CA

Over 1,500

licensed professional fiduciaries practice in California

On our 28th Annual PFAC Conference, we wish to celebrate Fiduciary success. This year we are proud to hold the conference in the City by the Bay and enjoy all that San Francisco has to offer. The Professional Fiduciaries Bureau has now issued over 1,500 licenses since its inception in 2006. PFAC is proud to serve this honored profession by providing some of the most inclusive and current education topics in the industry, partnering with skilled presenters and speakers to broaden your knowledge for your very own practice.

Location

The Hyatt Regency,
San Francisco CA

We are thrilled to celebrate 28 years of Excellence! The 2023 conference will be held in the city by the bay –  Hyatt Regency, San Francisco. Ideally located in the heart of the Embarcadero waterfront with breathtaking views, dramatic architecture and within walking distance to the Red & White Fleet and Ferry Building. 

Each year, the conference sets high standards in order to provide continued education with inclusive and current topics presented by skilled and dynamic speakers.  There is ample of time for networking with supportive and industry businesses as well as Fiduciary peers. But most importantly there is a splash of fun mixed in each day!

We invite you to join us at the 2023 PFAC Conference and experience the comradery and integrity of this noble profession and those who positively impact the lives of clients.  PFAC staff, board and committee offer the same personal and professional integrity to this important conference. We look forward to celebrating style with you in San Francisco!