2024 Annual Spring Conference
Thursday May 9 - Friday May 10, 2024
Desert Willow Conference Center | Phoenix, AZ
Registration Now Open for In Person Event Only
Special Lunch Keynote Presentation by
Arizona Attorney General Kris Mayes and
Jim Hennelly, Elder Abuse Task Force
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Thursday May 9, 2024
Pending Approval of 6.0 CEUs
8:00 – 9:00 am | Registration/Continental Breakfast/Visit with Exhibitors
9:00 - 10:15 am | Opening Keynote: The Methodology of Difficult Decision Making (Ethics) - Mark House, Esq., Becker & House
Sponsored by
10:15 – 10:45 am | Break/Visit with Exhibitors
10:45 am – 12:00 pm | Opening Keynote/Part 2 – Ethical Decision Dilemma Group Discussions - Mark House, Esq., Becker & House
12:00 – 1:30 pm | Lunch/General Session 2
Arizona Attorney General Kris Mayes & Jim Hennelly, Elder Abuse Task Force
1:45 – 2:45 pm | Breakout Sessions
Supported Decision-Making in Fiduciary Administration - Peter Wall, True Link Financial OR ALTCS Eligibility - Laura Tomaszewski Esq. and Andrea Logue, Esq., AHCCCS
2:45 pm – 3:15 pm | Afternoon Break/Visit with Exhibitors
3:15 pm – 4:15 pm | Breakout Sessions
Advancing, Including and Promoting Self-advocacy for People with Developmental Disabilities - Jason Snead & Jon Myers, ADDPC OR
Estate Recovery - - Laura Tomaszewski Esq. and Andrea Logue, Esq., AHCCCS
4:15 pm – 4:30 pm | Afternoon Break/Visit with Exhibitors
4:30 pm – 5:30 pm | General Session - The Importance of Good Communication - Jeanette Bloss, JSB Fiduciary & Estate Management and Dawn Michele Shaw, Serenity Care Management, LLC
Friday May 10, 2024
Pending Approval of 5.0 CEUs
8:00 – 9:05 am | Registration/Continental Breakfast/Visit with Exhibitors
9:00 - 10:30 am | General Session 4: Best Practices for Successful Fiduciary Compliance Management - Mark Anderson, Esq., Anderson PLLC
Sponsored by
10:30 – 11:00 am | Break/Visit with Exhibitors
11:00 am – 12:15pm | Breakout Sessions
Dementia Care Practice Recommendations – Kinsey McManus, MA, MSW, Program Director, Alzheimer's Association, Desert Southwest Chapter OR
The Fiduciary’s Role in Valuing, Managing and Selling Unique Assets - Adam B. Nach Lane & Nach, P.C.
12:15 – 1:15 pm | Networking Lunch/AFA Annual Meeting
1:15 – 4:00 pm | Closing Keynote/General Session 5:
Still Banging Your Head Against the Wall? What Were You Thinking?
An Opportunity to Ask a Former Probate Attorney, Judge, and Fiduciary Board Questions About Probate Laws, Probate Rules, and Court Procedures – The Honorable Jay Polk and Marlene Appel, Esq.
2:30 - 2:45 pm | Afternoon Break/Visit with Exhibitors
Special Thanks to our 2024 Sponsors