AFA 2023 Spring Conference - In Person

  • 27 Apr 2023
  • 9:00 AM
  • 28 Apr 2023
  • 4:00 PM
  • Desert Willow Conference Center


2023 Annual Spring Conference Schedule of Events

Thursday April 27 - Friday April 28, 2023
Desert Willow Conference Center | Phoenix, AZ

Platinum Sponsor

7:30 am – 8:45 am
Registration/Continental Breakfast/Visit with Exhibitors

9:00 am - 10:15a
m | 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

Sponsored by


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 Trust
Funding - 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.

Sponsored by

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