Welcome!

Upcoming events

    • 21 Oct 2022
    • 8:00 AM - 4:00 PM
    • The High Country Conference Center Flagstaff
    Register


    AFA is pleased to announce that registration for the 2022 Fall Workshop is now open! Register for this informative and fun IN PERSON workshop in beautiful northern Arizona this Fall. Presenters will share practical real-world knowledge, tips, and experience -- equipping you to succeed in your fiduciary practice, no matter the challenges you're facing!

    Early-bird Registration Fees start at $125 for Members.

    Non-Member and Virtual Registration Fees are also available.

    This conference is eligible for 5 Hours of CEU Credit (including 1 hour of Ethics credit) toward your Arizona Fiduciary License or National Certified Guardian designations.

    High Country Conference Center
    201 W Butler Ave | Flagstaff, AZ  86001
    928-523-9521


    2022 Fall Workshop Schedule of Events

    8:00 am - 9:00 am | Registration and Breakfast

    9:00 am – 9:15 am | Introduction and Overview - Coy Vernon, AFA President

    9:15 am – 10:30 am | Session 1: Fiduciary Duties re: Marriage & Divorce

    Sharon Bell, PsyD, Coy Vernon, and Carol Soderquist, Moderator

    10:30 am – 10:45 am | Morning Break

    10:45 am – 12:00 pm | Session 2:
    Best Interest Advocacy Using Substitute Judgement

    Denice Shepherd (GAL), Michelle Lauer, Esq. and Other Panelists - TBA

    12:00 pm – 1:00 pm | Networking Lunch Break

    1:00 pm – 2:15 pm | Session 3: Working with a Public Fiduciary

    Rashida Suminski & Public Fiduciary Panel – TBA

    2:15 pm – 2:30 pm | Afternoon Snack Break

    2:30 pm – 3:45 pm | Session 4: Top 10 Fiduciary
    Eccentricities
    Lessons Learned

    J.R. Rittenhouse, Owner, Rittenhouse Fiduciary Services, LLC and
    Stephanie Bivens, CELA, Bivens & Associates

    3:45 pm – 4:00 pm             End of Day Door Prize Drawings

    AFA does not have a room block held at the Drury Inn. If you anticipate needing overnight accommodations, here are some
    recommended nearby options:
     
    Drury Inn & Suites FlagstaffLittle America HotelSuper 8 Wyndham Conference CenterHampton Inn & SuitesHilton Embassy Suites FlagstaffSpringhill Suites by Marriott Hilton Garden Inn Flagstaff


    • 21 Oct 2022
    • 8:00 AM - 4:00 PM
    • High Country Conference Center
    Register

    AFA Fall Workshop Sponsor - $2,000 (Only 5 Available)

    • Sponsorship of one General Session
    • Opportunity to make a brief presentation - up to three (3) minutes - during opening remarks and introduce a speaker/panel.
    • Recognition as a Sponsor on the AFA Website Home Page/Conference Materials – with LOGO & WEBSITE LINK displayed prominently on all printed/electronic materials.
    • A 6-ft Exhibit Table in Registration Foyer
    • Two (2) complimentary registrations for your representatives to attend the event (RSVP required)
    • 1 Full-Page Insert in Registration Packets at Fall Workshop


    Disclosure: The AFA is anticipating less than 100 participants in person at this event and will be offering a virtual option for attendees.

    “Exhibit time” is limited to Registration/Breakfast between 8-9 am, lunch, and a 15-minute break in the morning and afternoon.

    High Country Conference Center
    201 W Butler Ave | Flagstaff, AZ  86001
    928-523-9521


    2022 Fall Workshop Schedule of Events

    8:00 am - 9:00 am | Registration and Breakfast

    9:00 am – 9:15 am | Introduction and Overview - Coy Vernon, AFA President

    9:15 am – 10:30 am | Session 1: Fiduciary Duties re: Marriage & Divorce

    Sharon Bell, PsyD, Coy Vernon, and Carol Soderquist, Moderator

    10:30 am – 10:45 am | Morning Break

    10:45 am – 12:00 pm | Session 2:
    Best Interest Advocacy Using Substitute Judgement

    Denice Shepherd (GAL), Michelle Lauer, Esq. and Other Panelists - TBA

    12:00 pm – 1:00 pm | Networking Lunch Break

    1:00 pm – 2:15 pm | Session 3: Working with a Public Fiduciary

    Rashida Suminski & Public Fiduciary Panel – TBA

    2:15 pm – 2:30 pm | Afternoon Snack Break

    2:30 pm – 3:45 pm | Session 4: Top 10 Fiduciary
    Eccentricities
     Lessons Learned

    J.R. Rittenhouse, Owner, Rittenhouse Fiduciary Services, LLC and
    Stephanie Bivens, CELA, Bivens & Associates

    3:45 pm – 4:00 pm             End of Day Door Prize Drawings

    AFA does not have a room block held at the Drury Inn. If you anticipate needing overnight accommodations, here are some
    recommended nearby options:
     
    Drury Inn & Suites Flagstaff  Little America Hotel  Super 8 Wyndham Conference Center  Hampton Inn & Suites  Hilton Embassy Suites Flagstaff  Springhill Suites by Marriott  Hilton Garden Inn Flagstaff

Past events

28 Apr 2022 AFA 2022 Spring - Virtual
28 Apr 2022 AFA 2022 Spring Conference - In Person
28 Apr 2022 AFA 2022 Spring Conference Sponsor/Exhibitor Registration
30 Mar 2022 Guardianships 101 Webinar
22 Oct 2021 2021 AFA Fall Workshop
03 May 2021 2021 AFA VIRTUAL Conference
30 Oct 2020 2020 AFA FALL VIRTUAL WORKSHOP
20 Apr 2020 2020 AFA VIRTUAL Conference "Making A Difference"
09 Apr 2020 Postponed: Maricopa County Bar Association Estate Planning Probate & Trust Section/AFA Mixer
18 Oct 2019 2019 AFA FALL WORKSHOP
02 May 2019 2019 AFA Spring Conference: A Fiduciary's Journey & Commitment to Excellence
21 Sep 2018 2018 AFA FALL WORKSHOP
19 Apr 2018 2018 AFA Spring Conference: A Day In the Life of A Fiduciary...and the Aftermath
20 Oct 2017 2017 Fall Workshop: Getting By With a Little Help From . . . The Government!
04 May 2017 2017 AFA Spring Conference: Making Lemonade Out of Lemons
15 Jul 2016 2016 Summer Workshop:"Ch Ch Changes"
10 Mar 2016 2016 AFA Spring Conference: Busted Knuckles: The Nuts & Bolts of Being a Fiduciary
05 Nov 2015 Fiduciary Board Meeting
10 Sep 2015 Fiduciary Board Meeting
17 Jul 2015 2015 Summer Workshop: "A Series of Unfortunate Events"
09 Jul 2015 Fiduciary Board Meeting
15 Jun 2015 Purchase Policy Resource Guide
21 May 2015 Fiduciary Board Meeting
12 Mar 2015 Fiduciary Board Meeting
12 Mar 2015 Spring Conference: Better Lives through Better Practices
04 Dec 2014 NGA: State Affiliate Council Meeting
18 Oct 2014 NGA: State Affiliate Council Meeting
25 Jul 2014 2014 Summer Workshop: "Share and Share Alike"
10 Jul 2014 NGA: State Affiliate Council Meeting
04 Jun 2014 AFA Board Conference Call
16 May 2014 AFA Board Retreat
04 Apr 2014 NGA: State Affiliate Council Meeting
02 Apr 2014 AFA Board Conference Call
05 Mar 2014 AFA Board Conference Call CANCELLED
28 Feb 2014 2014 Spring Conference: Practical Advice for Ethical Decision Making
26 Feb 2014 At the Door Registration Opens: 2014 AFA Spring Conference - Practical Advice for Ethical Decision Making
24 Feb 2014 Conference Presenters Presentation Materials Due
19 Feb 2014 On Line Voting for Leadership Awards and Board Nominees
17 Feb 2014 Conference Presenters Outlines Due
07 Feb 2014 Spring Conference Committee Call
05 Feb 2014 AFA Board Conference Call
01 Feb 2014 Standard Registration Opens: 2014 AFA Spring Conference - Practical Advice for Ethical Decision Making
28 Jan 2014 Call for Board Nominations Opens
28 Jan 2014 Call for Leadership Awards Candidates
13 Jan 2014 New Member Outreach Campaign Launches
09 Jan 2014 Monthly AFA Board Meeting/Call
09 Jan 2014 Early Registration Opens: 2014 AFA Spring Conference - Practical Advice for Ethical Decision Making
09 Jan 2014 Membership Renewal Outreach Campaign Launches
08 Jan 2014 Sponsorship Public Outreach Campaign Begins
         
Arizona Fiduciaries Association
Executive Director: The Carlson Group, LLC
Mailing Address: 8987 E Tanque Verde #309-125 Tucson, AZ 85749
Telephone: (520) 338-0840  Fax: (814) 286-3953  execdirector@azfid.org