Call for Presentations

Call for Presentations

The 2021 PFAC Conference Committee invites you to submit a presentation proposal for the 26th Annual PFAC Educational Conference taking place May 5-8, 2021 at the Hotel Del Coronado in Coronado, CA. The 2021 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. With the uncertainty of returning to large in-person gatherings in 2021, PFAC is planning a hybrid conference allowing for in-person and virtual options.

How to Submit

Starting September 1st, click on the Submit 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
    - Address
    - Cell # (used only for badging purposes)
    - Email
    - Bio
    * 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
  • Have you presented at a PFAC chapter or regional event in the past? If so, when and where?

Please make sure the information submitted is accurate and complete. Last year we were fortunate enough to receive over 130 submitted proposals. The Education Committee narrowed selection to less than 40 accepted presentations. We would like to ensure your information is a comprehensive picture of the final presentation prior to the selection process.

September 1, 2020
December 4, 2020
December 18, 2020
March 30, 2021
May 5-8, 2021
Call for Presentations Opens
Submission Deadline (11:59 PM PST)
Acceptance or Rejection Notification Delivered via Email
Presenter Material Submission Deadline
Conference 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
  • Fresh material/topic that has not been presented in the past year

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.