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Tuesday, April 21
 

1:30pm EDT

NPA Member Day
NPA Affiliate Member Day takes place on the day before our National PLAN Alliance Annual Conference 2020. This pre-conference day provides an opportunity for NPA members to build a strong community of colleagues across the nation. We believe we are stronger together, and more able able to fulfill our collective mission to support individuals with disabilities and their quality of life. As a national community we serve as a trusted resource for advice and problem solving. Last year, NPA received tremendous feedback regarding the value of NPA Member Day. NPA Day aims to maintain and improve our shared standards and practices nationwide, and to help you improve your own organization’s ability to best serve people with disabilities.

Tuesday April 21, 2020 1:30pm - 4:30pm EDT
TBA

5:00pm EDT

NPA Dinner
Tuesday April 21, 2020 5:00pm - 6:00pm EDT
TBA
 
Wednesday, April 22
 

8:00am EDT

Breakfast
Wednesday April 22, 2020 8:00am - 8:30am EDT
TBA

8:30am EDT

Welcome and Announcements
Wednesday April 22, 2020 8:30am - 8:45am EDT
TBA

8:45am EDT

Keynote Presentation: The Human Experience of Disability
In this keynote Sarah speaks to how many in society view disability as a medical and mental condition, and how disability is the opposite of what is considered “normal”. During this presentation Sarah shares with the audience the concept that disability is a human experience. Sarah expresses that disability is something that can happen to anyone at any given time. She uses the talking points of Disability Culture, Self-Advocacy, Person-Centered planning and Self-Direction to demonstrate how the community of people who experience disability have the human right to live however they wish to.

Speakers
avatar for Sarah Vazquez

Sarah Vazquez

Speaker, Sarah Vazquez Speaks
I’m a national motivational speaker, advocate, and author. I’ve presented at the Council for Exceptional Children’s International Teachers’ Convention; the staff at Eastern North Carolina School for the Deaf. She was one of three advocates brought to Washington, DC by the... Read More →


Wednesday April 22, 2020 8:45am - 9:30am EDT
TBA

9:30am EDT

Together We Succeed: Team Based Solutions to Trust Challenges
This session aligns professionals from various organizations across the country into teams. The teams will review a scenario representing challenging situations faced by the individuals and families we serve and then work together to propose how they will approach the situation.  Teams will be judged on their comprehensive response, which includes the incorporation of planning and utilization of natural and community supports, as well as the engagement of NPA Conference vendors.

Speakers
avatar for Megan Brand

Megan Brand

Executive Director, Colorado Fund for People with Disabilities
Megan is the Executive Director of CFPD-Colorado Fund for People with Disabilities. Megan began her service at CFPD in 2003 and has been the Executive Director since 2010.  Megan has over 20 years of experience in working with people with disabilities, their families, service providers... Read More →
avatar for Christy Holland

Christy Holland

Executive Director, Plan of PA
Christy is the Executive Director of PLAN of PA. In 2004 Christy was hired as a consultant to steer the organization through a time of significant uncertainty. Since then she has joined the organization and has worked with her Board and team to strengthen, revitalize and grow PLAN... Read More →


Wednesday April 22, 2020 9:30am - 10:45am EDT
TBA

10:45am EDT

Break
Wednesday April 22, 2020 10:45am - 11:00am EDT
TBA

11:00am EDT

Breakout Session 1A: Reading 1st & 3rd Trusts and Spotting Deficiencies
Learn the foundational components of a well written Special Needs Trust (SNT) document. Shirley will review what to look for and also point out what to be wary of in your review a prospective SNT document. Hear from Shirley's wealth of experience in the key components of a Third-party and First-party Special Needs trust. Join us to learn together how to proactively vette the trust documents in order to fuel your teams for success and effectively meet your mission.

Speakers
SW

Shirley Whitenack

Partner, Schenck, Price, Smith & King, LLP
Shirley is a co-chair of her firm's Elder and Disability Law practice group and Fiduciary Litigation practice group. She is a Past President of the National Academy of Elder Law Attorneys (NAELA), a past chair of the NJ State Bar Association's Elder & Disability Law Section, a Trustee... Read More →


Wednesday April 22, 2020 11:00am - 12:15pm EDT
TBA

11:00am EDT

Breakout Session 1B: Trauma Informed Care: Practical Applications
In 2019 Dr Wyatt opened the NPA Annual conference with an excellent presentation on Trauma Informed Care. Dr Wyatt returns to our conference this year to continue our journey of becoming more trauma informed as we support the people and families who are our clients. In this presentation she will provide examples and facilitate dialogue regarding how to apply Trauma Informed Care principles to our daily work interactions. Dr Wyatt will focus on the signs that someone is feeling triggered or viewing a situation through a prior trauma. Together, we will explore strategies to process our own reaction, support the person and remain focused on the goal(s). Her facilitated discussion will allow participants to apply principles to real life situations with a goal of becoming more aware of those we support and also our own reactions. This awareness leads to better strategy development and building on our ability to deliver trauma informed care.

Speakers
avatar for Jeannette Wyatt

Jeannette Wyatt

Associate Professor within the Center for Social Work, Widener University
Dr. Wyatt is a faculty member in the Center for Social Work at Widener University and teaches in the Masters and Doctoral programs. She has worked with various populations in inpatient mental health and drug and alcohol, outpatient mental health, residential services, child welfare... Read More →


Wednesday April 22, 2020 11:00am - 12:15pm EDT
TBA

12:15pm EDT

Lunch
Wednesday April 22, 2020 12:15pm - 1:00pm EDT
TBA

1:00pm EDT

Round Table Session 1: Option 0- How to Run An Effective RFP Process
When your fiduciary responsibility to your beneficiaries includes securing the best and most prudent trust
management and investment advisory services partners, your selection process must be rigorous, effective, and well executed. During this round table Eric will cover the process and helpful frameworks for any RFP.

Speakers
ED

Eric DeGroot

Associate Executive Director, Wispact
Eric DeGroot is currently employed as the Associate Director at WisPACT. In this position he provides direction and oversight as it relates to the management of the organization. He studied Psychology at University of Wisconsin-Milwaukee and Oxford University UK. Prior to working... Read More →


Wednesday April 22, 2020 1:00pm - 1:45pm EDT
TBA

1:00pm EDT

Round Table Session 1: Option 1-
Speakers
KW

Kimberly Watson

Program Director - Pooled Trust Services, Lutheran Social Service
Transitioning from a Corporate Trustee to Non-Profit Trustee - I worked for US Bank for 38 years before obtaining my Masters Degree and joining Lutheran Social Service - Minnesota native - History Buff


Wednesday April 22, 2020 1:00pm - 1:45pm EDT
TBA

1:00pm EDT

Round Table Session 1: Option 2- Are you using the best technology tools to help you run your business?
In this round table, we’ll discuss some of the tools that pooled trusts use to improve their workflows, provide better service to their beneficiaries, and extend their outreach to the communities they serve and work with.

Speakers
avatar for Claire McDonnell

Claire McDonnell

COO, True Link Financial
Claire is the Chief Operating Officer at True Link Financial. Claire’s experience in strategy, operations, and compliance ranges from management consulting for multibillion-dollar  to venture capital diligence to financial services operations. A founder of two venture-backed companies... Read More →


Wednesday April 22, 2020 1:00pm - 1:45pm EDT
TBA

1:00pm EDT

Round Table Session 1: Option 3- Special Needs Pooled Trusts Industry Research Study
PSNTs offer incredibly valuable support to a vulnerable population. Today, the industry is simultaneously rapidly maturing and under pressure. Practice leaders benefit from up-to-date information about important and emerging trends. This timely and comprehensive research study includes national data about offerings, market segments served, trust assets, and organizational structures.

Speakers
avatar for Lisa A. Cohen

Lisa A. Cohen

Principal and CEO, Capital Motion LLC
Lisa Cohen is the CEO and Principal of Capital Motion LLC. Lisa’s leadership, executive and entrepreneurial roles in the private and nonprofit sectors include board development and governance, investment management, mission-aligned investing, research and analytics, marketing and... Read More →


Wednesday April 22, 2020 1:00pm - 1:45pm EDT
TBA

1:00pm EDT

Round Table Session 1: Option 4- The Human Experience of Disability
During this round table Sarah shares the concept that disability is a human experience and that disability is something that can happen to anyone at any given time. She uses the talking points of Disability Culture, Self-Advocacy, Person-Centered planning and Self-Direction to create dialog on how the community of people who experience disability have the human right to live however they wish to.

Speakers
avatar for Sarah Vazquez

Sarah Vazquez

Speaker, Sarah Vazquez Speaks
I’m a national motivational speaker, advocate, and author. I’ve presented at the Council for Exceptional Children’s International Teachers’ Convention; the staff at Eastern North Carolina School for the Deaf. She was one of three advocates brought to Washington, DC by the... Read More →


Wednesday April 22, 2020 1:00pm - 1:45pm EDT
TBA

1:00pm EDT

Round Table Session 1: Option 5-
Speakers
avatar for Doug Jackson

Doug Jackson

Deputy Director, STABLE Account
I am excited to be your ABLE account direct resource. Let's talk about how we can work together.


Wednesday April 22, 2020 1:00pm - 1:45pm EDT
TBA

1:00pm EDT

Round Table Session 1: Option 6- Trauma Informed Care: Practical Applications
In this round table Dr. Wyatt will provide examples and facilitate dialogue regarding how to apply Trauma Informed Care principles to our daily work interactions.

Speakers
avatar for Jeannette Wyatt

Jeannette Wyatt

Associate Professor within the Center for Social Work, Widener University
Dr. Wyatt is a faculty member in the Center for Social Work at Widener University and teaches in the Masters and Doctoral programs. She has worked with various populations in inpatient mental health and drug and alcohol, outpatient mental health, residential services, child welfare... Read More →


Wednesday April 22, 2020 1:00pm - 1:45pm EDT
TBA

1:00pm EDT

Round Table Session 1: Option 7-
Speakers
BH

Barb Helm

Executive Director, Arcare, Inc.


Wednesday April 22, 2020 1:00pm - 1:45pm EDT
TBA

1:00pm EDT

Round Table Session 1: Option 8-
Speakers
DS

Dorian Sylvester

Executive Director, Corporation of Guardianship
HV

Hannah Vaughan

Legal Consultant, Corporation of Guardianship


Wednesday April 22, 2020 1:00pm - 1:45pm EDT
TBA

1:00pm EDT

Round Table Session 1: Option 9-
Speakers
JK

John Kitchen

Attorney, John Kitchen Law Offices


Wednesday April 22, 2020 1:00pm - 1:45pm EDT
TBA

1:45pm EDT

Breakout Session 2A: Partnering with Guardians and Trust Protectors
Trustees, guardians and trust protectors are surrogate decision makers with distinct and unique roles. This workshop will explore the relationships between these professionals whose collective goal is to protect the individual with disabilities while also promoting autonomy. A discussion of “limited" guardianship will be an integral part of this workshop.  

Speakers
NW

Nina Weiss

Owner, Weiss Law, LLC
Nina is the owner of Weiss Law, LLC, a niche guardianship law practice located in Pennington, New Jersey. In her practice, Nina places a focus on encouraging and seeking least restrictive surrogate decision-making arrangements. This rights-oriented approach was strongly framed by... Read More →


Wednesday April 22, 2020 1:45pm - 2:45pm EDT
TBA

1:45pm EDT

Breakout Session 2B: Assisting Challenging Beneficiaries and Their Families
Managing SNTs is more than just paying bills. All staff must
understand the psychology of providing customer service with
clients and families with all types of disabilities. Developing a
repertoire of “assessment and counseling” skills will not only benefit
day to day operation but help with staff satisfaction and
communication skills and hopefully lessen burnout. This interactive
presentation will give time for discussion and practice.

Speakers
HB

harriet blank

director, Ohel Childrens Home and family services
Harriet Blank LCSW is Director of Life time care and Geriatric Services. Her professional experiences are throughout the healthcare continuum which includes acute care and long term care. She has been involved with developing programs that help clients and their caregivers for many... Read More →


Wednesday April 22, 2020 1:45pm - 2:45pm EDT
TBA

2:45pm EDT

Break
Wednesday April 22, 2020 2:45pm - 3:00pm EDT
TBA

3:00pm EDT

Breakout Session 3A: Lower Your Risk: Paying Caregivers & Employees from a Trust
An educational workshop about the risks associated with paying a caregiver from a trust and how to eliminate/reduce those risks. We will cover classification (1099 vs. W2) procuring proper insurance policies, best hiring/employment practices, drafting policies, and recent changes in employment law.

Speakers
CS

Cheryl Severson

Director of Client Services and Human Resources, TEAM Risk Management Strategies
Cheryl has nearly 20 years of experience delivering client-focused solutions and with specialized HR expertise in coaching, compliance, workplace investigations, and conflict resolution. Cheryl currently oversees TEAM’s Client Services and Human Resources departments. She holds... Read More →


Wednesday April 22, 2020 3:00pm - 4:00pm EDT
TBA

3:00pm EDT

Breakout Session 3B: POMS: Your Resource to Preserving Benefits
Becoming familiar with social security's POMS for evaluating SNT distributions helps you determine which distribution requests should be allowed- and helps you to defend your decisions. This introduction to relevant POMS will help you make and defend decisions wit confidence and will help your beneficiaries keep their benefits.

Speakers
avatar for Anna Sappington

Anna Sappington

Principal, Law Office of Anna Sappington
Anna is a sole practitioner in Montgomery County, Pennsylvania, whose practice focuses around special needs planning. She is author of the legal treatise Pennsylvania Special Needs Planning Guide: A Handbook for Attorneys and Trustees of Special Needs Trusts. She advises persons... Read More →


Wednesday April 22, 2020 3:00pm - 4:00pm EDT
TBA

4:00pm EDT

Breakout Session 4A: Medicare Settlements, Insurance Settlements & Special Needs Trusts
We will discuss preserving government benefits for injury victims receiving insurance settlements. This includes diving into Medicare Set-Asides and Special Needs Trusts. We will also discuss tips on how to engage plaintiff counsel and become an advisor on their cases.

Speakers
avatar for Joe Anderson

Joe Anderson

Vice President Business Development, Medivest
Joe is Vice President of Business Development at Medivest. Medivest is a leading provider of settlement solutions that assist settling parties remain in compliance with Medicare Secondary Payer obligations including Lien Resolution, Custodial Accounts and Medicare Set-Asides (MSAs... Read More →


Wednesday April 22, 2020 4:00pm - 5:00pm EDT
TBA

4:00pm EDT

Breakout Session 4B: In Our Own Voice
In Our Own Voice is a live+video presentation structure used by affiliates of the National Alliance on Mental Illness(NAMI)  around the country. Presenters speak about their mental health recoveries; What Happened, What Helps, and what’s Next. The program reduces stigma and inspires hope.

Speakers
BB

Beth Barnhard

Shareholder, Stark & Stark Attorneys at Law
Beth L. Barnhard is a Shareholder and member of the Trusts & Estates Group at Stark & Stark. Ms. Barnhard concentrates her practice in the areas of elder and disability law, including Medicaid asset preservations plans, applications, administrative Fair Hearings and appeals; Medicaid... Read More →
avatar for Shanee Frazier

Shanee Frazier

NAMI
Shanee Frazier Eweka is a volunteer presenter in the NAMI New Jersey In Our Own Voice program. She was born in Newark NJ and raised in Bucks County PA. She is a 2010 graduate of Seton Hall University, and is currently pursuing a master’s degree in Public Administration at Rutgers... Read More →


Wednesday April 22, 2020 4:00pm - 5:00pm EDT
TBA

5:00pm EDT

Happy Hour
Wednesday April 22, 2020 5:00pm - 6:00pm EDT
TBA
 
Thursday, April 23
 

8:00am EDT

Breakfast
Thursday April 23, 2020 8:00am - 8:30am EDT
TBA

8:30am EDT

Welcome and Announcements
Thursday April 23, 2020 8:30am - 8:45am EDT
TBA

8:45am EDT

Keynote Presentation: Soul Repair: Healing the Wounds of Incarceration
A speech on lessons learned through successes and failures spiritually treating inmates on Rikers Island in advance of their release back into the community following their period of incarceration.

Speakers
avatar for Rabbi Andrew Scheer

Rabbi Andrew Scheer

Chaplain, Department of Veterans Affairs
Rabbi Andrew Scheer served between 2015-2018 as Jewish Chaplain for the New York City Department of Correction, working on Rikers Island as well as out of the borough facilities in Manhattan, Brooklyn and the Bronx. His work included hosting weekly Jewish services at which all were... Read More →


Thursday April 23, 2020 8:45am - 9:30am EDT
TBA

9:30am EDT

Breakout Session 5A: Data Security: Fiduciary, Regulatory Responsibilities & Liability
Technology security expert and founder/CEO of True Link Financial Kai Stinchcombe provides actionable guidance on how to identify, measure, and manage data security in the operations of a fiduciary practice. He will provide an overview of the type of security protections that are expected for a financial services organization.  A review of proper Cybersecurity Liability Insurance coverages will also be provided.

Speakers
avatar for Kai Stinchcombe

Kai Stinchcombe

CEO, True Link Financial
Kai Stinchcombe is CEO and co-founder of True Link Financial. He is a three-time Chief Technology Officer or Head of Data Science and has served in appointed positions on the Obama administration task force on technology and aging and in the California working group on Blockchain... Read More →


Thursday April 23, 2020 9:30am - 10:30am EDT
TBA

9:30am EDT

Breakout Session 5B: The Seeing Eye: Promoting Independence for People Who are Blind
The Seeing Eye's mission is to enhance the independence, dignity and self-confidence of people who are blind, through the use of specially trained Seeing Eye® dogs .In pursuit of this mission, The Seeing Eye breeds and raises puppies to become Seeing Eye dogs, trains Seeing Eye dogs to guide blind people, instructs blind people in the proper use, handling, and care of the dogs and conducts and supports research on canine health and development.

Speakers
DJ

Dave Johnson

Director of Instruction and Training, The Seeing Eye Inc
Dave has worked in varying capacities for The Seeing Eye for nearly 36 years. His current role as Director of Instruction and Training involves the overseeing of Admissions and Graduate Services, Nursing, Advocacy and Government Relations, and the Training of the Instructional Staff... Read More →
MA

Melissa Allman

Advocacy and Government Relations Specialist, The Seeing Eye, Inc
Melissa joined The Seeing Eye as the organizations first full time Advocacy specialist in 2018 after practicing law for a dozen years.  In her role she interfaces constantly with the nearly 1700 Seeing Eye graduates regarding advocacy and access issues, tracks bills on the state... Read More →


Thursday April 23, 2020 9:30am - 10:30am EDT
TBA

10:30am EDT

Break
Thursday April 23, 2020 10:30am - 10:45am EDT
TBA

10:45am EDT

Breakout Session 6A: Forewarned is Forearmed: Preserving Government Benefits
This session will introduce participants to some of the most restrictive Medicaid regulations governing special needs trusts in the country. Additionally, it will evaluate the approaches used from an advocacy, legislative and litigation standpoint to address the ongoing challenges such regulations cause trustees of special needs trusts.

Speakers
ES

Elizabeth Shea

Esquire of Counsel, Porzio, Bromberg & Newman, P.C.
Elizabeth Shea is Of Counsel to the firm. She is a healthcare advocate with extensive experience in human services, particularly in the area of developmental disabilities. Ms. Shea has extensive subject matter expertise in the areas of federal and state Medicaid, including 1915(c... Read More →
BB

Beth Barnhard

Shareholder, Stark & Stark Attorneys at Law
Beth L. Barnhard is a Shareholder and member of the Trusts & Estates Group at Stark & Stark. Ms. Barnhard concentrates her practice in the areas of elder and disability law, including Medicaid asset preservations plans, applications, administrative Fair Hearings and appeals; Medicaid... Read More →


Thursday April 23, 2020 10:45am - 11:45am EDT
TBA

10:45am EDT

Breakout Session 6B: Managing Beneficiary Expectations
The presentation will go over the importance of establishing distribution policy and procedure to help set expectations that are predictable and consistent for beneficiaries and their families.

Speakers
ED

Eric DeGroot

Associate Executive Director, Wispact
Eric DeGroot is currently employed as the Associate Director at WisPACT. In this position he provides direction and oversight as it relates to the management of the organization. He studied Psychology at University of Wisconsin-Milwaukee and Oxford University UK. Prior to working... Read More →


Thursday April 23, 2020 10:45am - 11:45am EDT
TBA

11:45am EDT

Lunch
Thursday April 23, 2020 11:45am - 12:30pm EDT
TBA

12:30pm EDT

Round Table Session 2: Option 0- How to Run an Effective RFP Process
When your fiduciary responsibility to your beneficiaries includes securing the best and most prudent trust management and investment advisory services partners, your selection process must be rigorous, effective, and well executed. During this round table Eric will cover the process and helpful frameworks for any RFP.  

Speakers
ED

Eric DeGroot

Associate Executive Director, Wispact
Eric DeGroot is currently employed as the Associate Director at WisPACT. In this position he provides direction and oversight as it relates to the management of the organization. He studied Psychology at University of Wisconsin-Milwaukee and Oxford University UK. Prior to working... Read More →


Thursday April 23, 2020 12:30pm - 1:15pm EDT
TBA

12:30pm EDT

Round Table Session 2: Option 1- Are you using the best technology tools to help you run your business?
In this round table, we’ll discuss some of the tools that pooled trusts use to improve their workflows, provide better service to their beneficiaries, and extend their outreach to the communities they serve and work with.

Speakers
avatar for Claire McDonnell

Claire McDonnell

COO, True Link Financial
Claire is the Chief Operating Officer at True Link Financial. Claire’s experience in strategy, operations, and compliance ranges from management consulting for multibillion-dollar  to venture capital diligence to financial services operations. A founder of two venture-backed companies... Read More →


Thursday April 23, 2020 12:30pm - 1:15pm EDT
TBA

12:30pm EDT

Round Table Session 2: Option 2- Special Needs Pooled Trust Industry Research Study
PSNTs offer incredibly valuable support to a vulnerable population. Today, the industry is simultaneously rapidly maturing and under pressure. Practice leaders benefit from up-to-date information about important and emerging trends. This timely and comprehensive research study includes national data about offerings, market segments served, trust assets, and organizational structures.

Speakers
avatar for Lisa A. Cohen

Lisa A. Cohen

Principal and CEO, Capital Motion LLC
Lisa Cohen is the CEO and Principal of Capital Motion LLC. Lisa’s leadership, executive and entrepreneurial roles in the private and nonprofit sectors include board development and governance, investment management, mission-aligned investing, research and analytics, marketing and... Read More →


Thursday April 23, 2020 12:30pm - 1:15pm EDT
TBA

12:30pm EDT

Round Table Session 2: Option 3-
Speakers
HB

harriet blank

director, Ohel Childrens Home and family services
Harriet Blank LCSW is Director of Life time care and Geriatric Services. Her professional experiences are throughout the healthcare continuum which includes acute care and long term care. She has been involved with developing programs that help clients and their caregivers for many... Read More →


Thursday April 23, 2020 12:30pm - 1:15pm EDT
TBA

12:30pm EDT

Round Table Session 2: Option 4-
Speakers
avatar for Doug Jackson

Doug Jackson

Deputy Director, STABLE Account
I am excited to be your ABLE account direct resource. Let's talk about how we can work together.


Thursday April 23, 2020 12:30pm - 1:15pm EDT
TBA

12:30pm EDT

Round Table Session 2: Option 5- Investment Management Fundamentals: Understanding the basics to improve beneficiary communications
Helping the people you serve means needing to know something about how their money is managed. This round table will introduce you to key market concepts and terminology. We’ll discuss what you need to know to communicate effectively with your beneficiaries, along with answers to their most common questions.

Speakers
avatar for George Shehata

George Shehata

Vice President, Investment Advisory, True Link Financial
George is the Vice President of Investment and Product Management at True Link Financial. He has nearly 20 years of investment and technology experience, most notably, in leadership roles at BlackRock and LendingClub. George brings expertise in building investment products, technologies... Read More →


Thursday April 23, 2020 12:30pm - 1:15pm EDT
TBA

12:30pm EDT

Round Table Session 2: Option 6-
Speakers
BH

Barb Helm

Executive Director, Arcare, Inc.


Thursday April 23, 2020 12:30pm - 1:15pm EDT
TBA

12:30pm EDT

Round Table Session 2: Option 7-
Speakers
DS

Dorian Sylvester

Executive Director, Corporation of Guardianship
HV

Hannah Vaughan

Legal Consultant, Corporation of Guardianship


Thursday April 23, 2020 12:30pm - 1:15pm EDT
TBA

12:30pm EDT

Round Table Session 2: Option 8-
Speakers
JK

John Kitchen

Attorney, John Kitchen Law Offices


Thursday April 23, 2020 12:30pm - 1:15pm EDT
TBA

12:30pm EDT

Round Table Session 2: Option 9-
Speakers
KW

Kimberly Watson

Program Director - Pooled Trust Services, Lutheran Social Service
Transitioning from a Corporate Trustee to Non-Profit Trustee - I worked for US Bank for 38 years before obtaining my Masters Degree and joining Lutheran Social Service - Minnesota native - History Buff


Thursday April 23, 2020 12:30pm - 1:15pm EDT
TBA

1:15pm EDT

Breakout Session 7A: Future Planning for Persons with Disabilities and their Families.
This session will discuss the challenges that many families face when planning for the future for a loved one with a disability. For many families the process of planning can be very confusing, and in all too many cases there is a lack of coordination between the attorney, the financial advisor, and the fiduciary leading to plans that all too often do not meet the family’s objectives. Steve will discuss the current challenges that families face, as well as future trends in government-based services that may affect the challenges that pooled trust administrators when serving their beneficiaries.

Speakers
avatar for Steve Dale

Steve Dale

Trustee, Golden State Pooled Trust
Stephen W. Dale received his JD from Armstrong Law School and his LL.M. in Taxation from Golden Gate University. His law firm is dedicated to providing quality estate planning to clients by working cooperatively with the clients’ tax, financial and insurance professionals.Mr. Dale... Read More →


Thursday April 23, 2020 1:15pm - 2:00pm EDT
TBA

1:15pm EDT

Breakout Session 7B: Happier Healthier You: Creating Meaning in Your Life
Speakers
avatar for Christy Holland

Christy Holland

Executive Director, Plan of PA
Christy is the Executive Director of PLAN of PA. In 2004 Christy was hired as a consultant to steer the organization through a time of significant uncertainty. Since then she has joined the organization and has worked with her Board and team to strengthen, revitalize and grow PLAN... Read More →


Thursday April 23, 2020 1:15pm - 2:00pm EDT
TBA

2:00pm EDT

Breakout Session 8A: Discussion of the Proposed Council of Pooled Trust Practitioners
Stephen W. Dale will discuss the current initiative headed by Stetson School of Law to establish a council of pooled trust administrators to create an organization that would be able as a body to maintain a standards of practice for pooled trusts to adhere to, and in turn be able represent the pooled trust profession concerning policies and future legislation. The presentation will be followed by a panel to lead a discussion about how this council would affect the pooled trust profession.

Speakers
avatar for Steve Dale

Steve Dale

Trustee, Golden State Pooled Trust
Stephen W. Dale received his JD from Armstrong Law School and his LL.M. in Taxation from Golden Gate University. His law firm is dedicated to providing quality estate planning to clients by working cooperatively with the clients’ tax, financial and insurance professionals.Mr. Dale... Read More →


Thursday April 23, 2020 2:00pm - 3:00pm EDT
TBA

2:00pm EDT

Breakout Session 8B: Developing a Vision for a Good Life Using the Charting the LifeCourse Framework
The Charting the LifeCourse Framework was created “by families, for families” to help individuals and families of all abilities and all ages develop a vision for a good life, think about what they need to know and do, identify how to find or develop supports, and discover what it takes to live the lives they want to live. Individuals and families may apply the framework to their current situation and stage of life and to look ahead to think about life experiences that will help move them toward or maintain an inclusive, productive life in the future. The presenters will guide the audience through key concepts of the framework and address the ways it can be used to inform the planning process, to problem solve, and help identify what needs to be in place for people to lead their best lives now and into the future.

Speakers
CA

Colleen A. McLaughlin, MEd

Associate Director, The Boggs Center on Developmental Disabilities, Rutgers Robert Wood Johnson Medical School
PB

Patricia Brennan

NJ Division of Developmental Disabilities


Thursday April 23, 2020 2:00pm - 3:00pm EDT
TBA