In-Person Full Conference registration includes:
Conference registration does NOT include:
If you need a little assistance getting around Disneyland or the Disneyland Resort, you can rent a scooter at the following locations:
FULL IN-PERSON CONFERENCE REGISTRATION
EARLY BIRD RATE
October 1, 2021
February 18, 2022
February 19, 2022
April 4, 2022
April 5, 2022
April 22, 2022
*Must provide valid student ID number for discounted rate
Limited onsite registration available May 4-7, 2022
Establishing and Growing A Fiduciary Practice
Learn from seasoned and established professional fiduciaries the critical elements needed in establishing and growing your practice. The session will provide examples and templates as well as details on how to set up effective systems, how to choose your clients and how to choose the right legal representation. The course will also cover what to do when it is time to leave a case.
Aaron Jacobs, CLPF Sentry Services; Norine Boehmer, CLPF NBM Inc.; Yevgeny “Eugene” Belous, Esq. Rodnunsky & Associates; Jeffrey Marvan, Esq. Marvan Law
An Accounting Preparation Primer AND The Court’s View On The Perfect Accounting
Need a fiduciary accounting and not really sure where to start? This pre-intensive on fiduciary accountings will cover the basics from getting started, to reviewing the accounting through the eyes of the court. Our speakers will walk through the concepts used to prepare a fiduciary accounting, accounting examples, and the statutory requirements of a court accounting. The course will include common issues and judges’ comments, in addition to the behind the number’s strategies and types of available investment portfolios.
Hon. Judge Roger Lund, Presiding Probate Judge Superior Court of California, County of Ventura; Kelly Murphy Berlingeri, Esq., Court Probate Examiner Superior Court of California, County of Ventura; Paul Bartschi, Vice President Merrill Lynch Special Needs Team
California Licensing Exam Review Course
This course provides a review of relevant materials that may be included in the California Professional Fiduciary Exam. It includes core competency areas identified by the Center for Guardianship Certification. This course is intended for those who have not yet passed the California portion of the Professional Fiduciary License exam. It is not a guarantee that you will pass the exam.
Russ Marshall, CLPF, NMG
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