Call for Presentations
Application Submission is now closed. Thank you to all who submitted presentations. Our team is working hard to create the best program for the 2020 PFAC Educational Conference. You will be notified late January if you have been selected or not. Those not selected will have time to secure their confrerence registration at the early bird rate.
The 2020 PFAC Conference Committee invites you to submit a presentation proposal for the 25th Annual PFAC Educational Conference taking place May 27-30, 2020 at the Hyatt Regency Embarcadero in San Francisco, CA. The 2020 conference will build on a reputation of educational excellence for professional fiduciaries and industry experts. Educate your peers and colleagues as well as those new to the profession by submitting a proposal for consideration.
How to Submit
Click on the Submit Your Presentation button to complete the online submission form. Make sure you have all the information needed at the time of submission. All proposals must be submitted online. No faxed, mailed, or emailed proposals will be accepted. Please have the following information ready prior to submitting:

  • Presentation Title
  • Format: Number of Presenters (max 4)
  • Topic Areas for Accreditation (select one):
    Person, Estate, Ethics, Trust or Practice Management
  • The following information* from each presenter:
    Name (including credentials)
    Organization & Title
    Cell # (used only for badging purposes)
    * Information must be complete and exactly how you would like it to appear throughout the conference
  • Five (5) Learning Objectives
  • Target Audience: Beginning, Intermediate, Advanced
  • Presentation Description
  • Uploaded Outline and/or PowerPoint Presentation
Please make sure the information submitted is accurate and complete. Incomplete information cannot be considered for credit.
September 2, 2019Call for Presentations Opens
December 16, 2019Submission Deadline (11:59 PM PST)
January 17, 2020Acceptance or Rejection Notification Delivered via Email
March 30, 2020Presenter Material Submission Deadline
May 27-30, 2020Conference Dates

Session Formats
  • Presentation proposals are for breakout educational sessions. General Session and Pre-Intensive sessions are by invitation. Please contact PFAC if you would like to be considered for either of these formats.
  • Presentations are either 60 or 90 minutes in duration.
  • Presentations can be either a single presenter or panel presentation (up to 4 individuals). If you are proposing a panel presentation, all presenters must be identified at proposal submission with their contact information and biographies.
Proposals must be complete, comprehensive, and deemed relevant to the conference audience. The Educational Committee may, at its discretion, modify the suggested presentation format, increase and/or reduce the number of presenters. You will be asked to specify the session format during the submitter process.
Selection Criteria
  • Originality and relevance of the topic
  • Overall quality of the presentation proposal
  • Presenter experience and credentials
  • Delivery method
  • Clearly defined learning objectives
Accepted conference presenters will receive one complimentary full conference registration (Thursday/Friday Evening Dinner Celebration and Pre-Conference Intensives can be added for an additional fee). No transportation, lodging, parking or honorariums are provided. Please note that registrations are non-transferrable and do not have a cash value. They may not be used in exchange with other complimentary registration offers.