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2023 Annual Spring Conference Schedule of Events
Thursday April 27 - Friday April 28, 2023
Desert Willow Conference Center | Phoenix, AZ
THURSDAY, APRIL 27, 2023
Platinum Sponsor
7:30 am – 8:45 am
Registration/Continental Breakfast/Visit with Exhibitors
9:00 am - 10:15am | Opening Keynote/General Session
Consumer Scams Protection - Jacob Forston, Office of the Arizona Attorney General
10:15 am – 10:45 am
Morning Break/Visit with Exhibitors
10:45 am – 12:00 pm | General Session
Embracing Dementia: Ethical Considerations in End-of-Life
Dementia is a broad disease with many sub-categories that is often misunderstood, even in the medical community. Different forms of dementia present differently and can progress at different rates. Understanding disease progression and managing difficult situation is a skill that is needed more than ever. Having knowledge about dementia is crucial for fiduciaries, given the obligation to make very challenging decisions on behalf of the person with dementia, while also considering the family dynamics. As the disease progresses, there are many ethical dilemmas that arise, requiring a special skillset to make decisions in the best interest of the ward.
Melissa Johnson, RN, MHA, CHPN, CCM
Senior Care Management Solutions, LLC
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12:00 pm – 1:00 pm
Networking Lunch/Annual Meeting
1:15 pm – 2:15 pm | Breakout Sessions
Starting in Style: What Every Private Fiduciary Should Know before Hanging Out Their Shingle
Charles M. Dyer, Esq. & Kaylee Welch, Dyer Bregman Ferris Wong & Carter, PLLC
Community Response to Hoarding Disorder
Lisa O’Neill, Associate Director of Education & Policy, UA Center on Aging
2:15 pm – 2:45 pm
Afternoon Break/Visit with Exhibitors
2:45 pm – 3:45 pm | Breakout Sessions
Handling Firearms - Brad Denham, Bradford’s Auction Gallery (Invited)
Topic TBD - John Barron, Esq., Barron & Associates (Invited)
3:45 pm – 4:15 pm
Afternoon Break/Visit with Exhibitors
4:15 pm – 5:15 pm | General Session
Clients and Client Families with Altered Judgement and Reasoning: Approaches to Solving Challenges
Ann Koerner, BSN, Founder & CEO, National Care Advisors
Sponsored by
FRIDAY, APRIL 28, 2023
Platinum Sponsor
7:30 am – 8:45 am
Registration/Continental Breakfast/Visit with Exhibitors
9:00 am - 10:30 am | General Session
Observations from The Bench - Honorable Jay M Polk, Superior Court of AZ for Maricopa County
10:30 am – 11:00 am
Morning Break/Visit with Exhibitors
11:00 am – 12:15pm | General Session
Administration of SNTs/Expirations of COVID Exemptions/Long Term SNP/Pooled TrustFunding - Megan Selvey, Esq., Bivens & Associates
Sponsored by
12:15 pm – 1:00 pm
Networking/Awards Lunch
1:15 pm – 2:30 pm | Breakout Sessions
Succession Planning for Fiduciaries
Steve Taddie, Partner and Member of the Board of Directors and Mark Delfino, CEO and Chairman of the Board of Directors, HoyleCohen, LLC
Division of Development Disabilities Overview, Eligibility, Application and Services
Kirk Cree, MPA, CPM, Community Engagement Supervisor, Arizona Division of Development Disabilities
2:30 pm – 3:00 pm
Afternoon Break/Visit with Exhibitors
3:00 pm – 4:00 pm | General Session
Ethics for Fiduciaries - Alisa Gray, Esq., and Elise Adams, Esq., Tiffany Bosco, Esq.
