In-Person Full Conference registration includes:
- Full breakfast Thursday, Friday, and Saturday
- Lunch Thursday and Friday
- Morning and afternoon breaks with drinks and snacks on Thursday and Friday
- Morning break with drinks and snacks on Saturday
- 15 Continuing Education Units (CEUs)
- Thursday afternoon wine tasting
- Opening Welcome Reception on Wednesday
Conference registration does NOT include:
- Hotel room cost
- Parking, personal incidentals, porterage, and gratuities
- Transportation to/from the conference
- Friday Dinner and Dessert in the Park
- Pre-Conference Intensives (available Wednesday)
FULL IN-PERSON CONFERENCE REGISTRATION
EARLY BIRD RATE October 1, 2021 through February 18, 2022 | REGULAR RATE February 19, 2022 through April 4, 2022 | LATE REGISTRATION April 5, 2022 through April 22, 2022 | |
|---|---|---|---|
PFAC Member | $ 545 | $ 605 | $ 685 |
Fiduciary (non-member) | $ 790 | $ 840 | $ 945 |
Non-fiduciary (non-member) | $ 1050 | $ 1155 | $ 1260 |
Student** | $ 475 | $ 475 | $ 475 |
*Must be accompanied by a registered PFAC member
**Must provide valid student ID number for discounted rate
Limited onsite registration available May 4-7, 2022
Pre-Conference Intensives
*Must be accompanied by a registered PFAC member
**Must provide valid student ID number for discounted rate
Limited onsite registration available May 4-7, 2022
Conference Daily Rates:
(not available for non-fiduciary, non-member registration)
- $350 – Thursday Only
- $350 – Friday Only
- $250 – Saturday Only
Cost | CE | MCLE | Description | |
|---|---|---|---|---|
Pre-Con A | $150 | 3.0 | 3.0 | 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 |
Pre-Con B | $ 250 | 5.0 | 0 | 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 |
Pre-Con C | $125 | 4.0 | 0 | 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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