Reschedule FAQ

New Dates for Conference: August 5 - August 8, 2020

FAQ for Conference Date Change
Q: How do I change my current hotel registration with the old May dates?
A: PFAC is working with the hotel staff to create a step by step procedure to change your registration with the new dates. In the next week or two you will receive an email with instructions.

Q: What if the new conference dates (August 5-8, 2020) do not work with my schedule? Can I get a full refund?
A: You may request to cancel your current registration for a full refund by May 1, 2020 (Cancellation after May 1 will result in a $75 cancellation fee) (Cancellations after July 5 are NON REFUNDABLE)

Q: How do I get my CEU credits if I can’t attend the August 5-8 dates?
A: Please visit the PFAC’s Fiduciary Academy for online courses or for a list of approved education providers

Q: What happens if California is still under a shelter in place in August?
A: The PFAC leadership will decide next steps in July

What is the dress code for the conference?
Dress is business casual for most conference events. Temperatures in San Francisco are typically can range from the mid-high 60’s for the day. Weather can be foggy and gradually warm up for the day. Breakout rooms are kept cool so consider bringing a light sweater or jacket if you feel the need.

Will handouts be available at the conference?
In an effort to keep the conference “green”, handouts will not be available at the conference. Materials will be available for download three different ways:

  • prior to the conference on the website
  • distributed on a USB flash drive at the conference
  • available for download through the 2020 Conference Attendee App

How do I register and what is included in the registration fee?
To register for the conference, click here.
Conference registration includes:

  • 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
  • Thursday Evening Dinner*
  • Friday Evening Dinner*
  • 15 Continuing Education Units (CEUs) based on your choice of what to attend
  • Thursday afternoon wine tasting
  • Opening Welcome Reception on Wednesday
    *Must be reserved for an additional fee

Conference registration does NOT include:

  • Hotel room cost
  • Parking, personal incidentals, porterage, and gratuities
  • Dinner on Thursday
  • Dinner on Friday**
  • Pre-Conference Intensives (available Wednesday)
  • Transportation to/from the conference
    ** Separate costs for Dinners

Can I come for just one day of the conference?
Single day registrations are available for a one-day reduced fee.

I’m a provider services to professional fiduciaries but don’t want to purchase an exhibit booth. Can I purchase an “Exhibit Hall Only” badge and hand out my information in the Exhibit Hall?
Exhibit Hall Only badges are available for purchase ONLY for staff of conference sponsors and exhibitors. Only registered attendees and PFAC sponsors and exhibitors are allowed entry into conference areas. Anyone in a conference area without a conference badge will be asked to leave.


What if I need to make changes to my registration?
If you need to make modifications to your reservation, please contact the PFAC Office. 844.211.3151.
Any modifications after July 1, 2020 may result in fee.

What is the cancellation/refund policy?
Conference registrations cancelled in writing by July 5, 2020 (one month prior to event) will be refunded minus a $75 cancellation fee. Cancellations received after July 5th are NON-REFUNDABLE. If you cancel your conference registration and have made a hotel reservation, make sure to cancel your hotel reservation as well.

Do I reserve my breakout sessions in advance?
Breakout sessions are available on a “first come, first served” policy with no reserved seating. Room capacities are sufficient size to allow seating for all attendees.

How do I receive my CEUs for sessions?
PFAC will scan badges for CEU credit 15 minutes prior to the start of each session and 10 minutes after the start time for each session. If you fail to have your badge scanned, you will not receive credit. There is no way to “go back” and add as PFAC uses a time coded electronic scanning system. There is no “partial credit” for sessions. After the conference, you will be emailed a certificate for all CEUs earned at the conference. If you have not received a certificate by 45 days post conference, please contact PFAC to follow up.

Where should I stay?
PFAC has made arrangements for discounted room rates at the Hyatt Recency. We encourage you to make your room reservations at the host hotels so you don’t miss any socializing, networking, or other opportunities. Click here to make your hotel reservation.

What if I need to change my hotel reservation?
Your hotel reservation is made directly with the hotel, so you can contact the hotel with your confirmation number to make any changes.


What is the deadline to make my hotel reservation?
The PFAC group rate cutoff date is Tuesday, April 9th 2020. The group block may sell out before April 9th, so we encourage you to make your reservation early. After April 9, group reservations rates are not guaranteed and are subject to availability at prevailing rates.

My company is interested in becoming a sponsor / exhibitor / advertiser. Whom do I contact?
For information about partnering with PFAC for the 2020 Conference, please contact the PFAC Office at 844.211.3151 or visit the links below.
Click here for information on sponsorship opportunities.
Click here for information about exhibiting opportunities.
Click here for information about advertising opportunities.