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Moving Forward Together Annual Training Conference September 25 – 28, 2017 Holiday Inn @ Capital Arena Sacramento, CA.


BOARD PRESIDENT WELCOME I would like to personally welcome each of you to this year’s Conference: CA PA|PG|PC - MOVING FORWARD TOGETHER. It’s an exciting time for the Association as we continue to explore cutting edge practices in meeting our members’ needs while remaining adaptable, motivated and responsive to your requests. Our Association has experienced some significant changes over the last year; however, we are meeting these changes with your help and under the direction of our leadership team. Without our collective efforts, we would not have achieved so much in so little time. None of this could happen without an outstanding team to lead the way. From our wonderful Executive Board to our newly opened Executive Office, these team members have all worked tirelessly in making sure CA PA|PG|PC is responsive, accountable and valid. Your dedication and commitment to CA PA|PG|PC is superb. Thank you. I would also like to thank our Conference Chair, Alicia Morales, for heading up the team that executed such a wonderful conference program this year. And of course, each of you, our members, for attending the Conference and bringing your expertise to the table. You have the vision, knowledge and experience to help us pave our way in MOVING FORWARD TOGETHER. You are truly our greatest asset today and tomorrow, and we could not accomplish what we do without everyone’s support and leadership. Throughout this conference, I ask you to stay engaged and help us shape the future of the Association. Enjoy the conference, meet new people, exchange ideas and learn much. Thank you all for allowing me to serve as your President. Glenda Jackson, San Bernardino County President, CA PA|PG|PC

EXECUTIVE DIRECTOR WELCOME This year has been an amazing journey. We have successfully established a professional and well organized Executive Office, with strong fiscal and accountability practices, implemented a $280,000 training grant, improved daily services for our members, branded a new logo and launched a new website and Association Management System (AMS), WOW! And this is just the beginning! I am excited about the next stage of growth for our Association and we are eager to assist our members in any way possible. We are here to be of service to you, so don’t hesitate to reach out. Together let’s make the coming year a remarkable one. Enjoy the Conference! Scarlet Hughes Executive Director, CA PA|PG|PC


“If your actions inspire others to dream more, learn more, do more and become more, you are a leader.� ~ John Quincy Adams

We would like to thank our Executive Board for the amazing work they have done over the last year. Change does not come easily, but they have been fearless in their leadership to ensure the Association continues to evolve and move forward to secure a brighter future. Many thanks for all you have done and, we are sure, will continue to do, to help the Association and its members thrive.

2016-17 EXECUTIVE BOARD ROSTER

President

Glenda Jackson, San Bernardino Co. PG|PC

President-Elect

Alicia Morales, Alameda Co. PA|PG|PC

Secretary

Michele Pennington, San Joaquin Co. PG|PC

Treasurer

Amparo Buck, Shasta Co. PG|PC

Sergeant-at-Arms

Currently vacant

Liaison Officer

Rolf Kleinhans, Nevada Co. PA

Liaison Officer

Angela Phillips, Mariposa Co. PG|PC

Liaison Officer

Connie Draxler, Los Angeles Co. PG|PC

Member-At-Large

Ron Freeman, Orange Co. PA

First Past President

Chris Koper, Sonoma Co. PA|PG|PC

Second Past President

Arlene Diaz, Santa Barbara Co. PA/PG/PC


EVENT SPECIFIC QUESTIONS •

How do I register for the event? Ø To register for the conference please click here.

Can I register multiple attendees at once? Ø Yes, you can register multiple attendees at once. To learn more please visit your member dashboard where you can find in our video library a quick tutorial as well as one-page overview on how our registration process works.

How do I access a presentation for a specific class or will they be provided at the conference? Ø Presentations will not be provided at the conference but links for each presentation are included as part of the class description provided in the conference schedule. We highly recommend that you print out copies of the class presentations you are interested in attending in advance and bring with you for reference at the conference.

What happens if I forget to scan into a session? Ø You Don’t Get Credit. All training sessions will begin at their scheduled time and entry into the session will be allowed for the first 10 minutes of each presentation. After 10 minutes, no new participants will be admitted into a session. It is the individual members responsibility to ensure they scan into the conference with scanners that will be located at the door of each session.

When will I get my certificate(s) for the classes I participated in at the conference? Ø Members will be able to download their certificates from their Member dashboard. We anticipate certificates will be available for download by October 31st if not sooner. Further directions will be distributed to all members once they are available.

When will the raffle be held each day? Ø The event raffle will be held each day at 1:00pm in the California Room.

HOTEL SPECIFIC QUESTIONS •

Are hotel rooms still available at the conference hotel? Ø Yes, hotel rooms are still available at the Holiday Inn at a rate of $179/night based on availability. Please use group code A23 when booking your room.

How much is parking at the conference site? Ø Parking is: $11/self parking and $24/valet parking.


TIME

ACTIVITY Day 1: Monday September 25, 2017

8:00-9:00 AM

REGISTRATION Registration opens at 8:00am daily. Be sure to check in to ensure you have all your conference materials, including event badge and other relevant event materials. Thank you.

9:00-10:15 AM

Room: CA | Diablo | Fresno | El Dorado

Opening Ceremony & Keynote Speaker Dr. Paul McMahon - 1 Credit

10:15-10:30 AM

10:30-11:30 AM

MORNING BREAK – Beverages Provided

Presenter: Ella Jackson, MA, MFT ________

Room: CA | Diablo | Fresno | El Dorado

Overcoming Overwhelming Workloads - 2 Credits Have an enormous caseload? Overloaded by paperwork? Is your ability to be productive waning while your apathy is growing? This interactive training is intended to provide you with tools that will help you re-engage in your work by creating and sustaining your own momentum. (Click here for presentation)

11:30 AM-1:00 PM

1:00-3:00 PM

Presenter: Daniel Cervantes ________

Room: CA | Diablo | Fresno | El Dorado

Active Shooter - 2 Credits Active shooter situations are unpredictable and evolve quickly. Learn how to be prepared both mentally and physically to deal with an active shooter situation. (Click here for presentation)

3:00-3:15 PM

AFTERNOON SNACK – Snacks Provided

Presenter: Viki Kind 3:15-5:00 PM

________

Room: CA | Diablo | Fresno | El Dorado

Ethics: End of Life - 2 Credits Advocating for a good end-of- life experience is about more than a medical treatment. It is about making sure that the decision focuses on how it will be experienced in this individual’s life. (Click here for presentation)

Class Key

All Attendees

Join us for cocktails being sponsored by Panoramic Software and our Exhibitor Showcase on Monday night in the Sierra Ballroom (2nd Fl.) from 6:00-7:30pm _________________

This is a perfect opportunity to network with peers & our sponsors while enjoying some wonderful entertainment!

PA Classes

PG Classes

PC Classes

PG|PC Classes


Conference Policy Statement All training sessions will begin at their scheduled time and entry

1.

into the session will be allowed for the first 10 minutes of each presentation. After 10 minutes, no new participants will be admitted into a session.

All electronic devices (cell phones, tablets, etc.) must be on

2.

silent, vibrate or turned off. Participants will be asked to leave the training session if their phone rings and will not receive credits for that session. 3. In respect to presenters, please refrain from side conversations with those around you while a training is in session. We have scheduled several breaks where training issues can be discussed.

Participants are on an honor system and the expectation is that

4.

attendees are on time and attend trainings in their entirety to receive credit. Incidents of participants leaving early will be taken as No Credit for the session in question.

Each participant is responsible for getting their conference

5.

badge scanned at the beginning of each session in order to receive credits for the training. It is not the responsibility of the Association to ensure member attendance.

Thank you for following the listed policies to ensure we have a great conference!

MEMBER REMINDER

Don’t forget to download and print out presentations for the classes you are interested in attending during the conference. There is a link with each class description for easy reference. Presentations will not be distributed at the conference to save on resources. Thank you for your consideration.


TIME

ACTIVITY

Day 2: Tuesday September 26, 2017

8:00-9:00 AM

Manager Workshop - 1 Credit Room: El Dorado|Diablo

REGISTRATION Presenter: Mary Louise Zernicke ________

Room: Fresno|Granada|Hermosa

Using Nutrition To Maximize Health & Cognitive Function - 1.5 Credits This presentation will focus on the role of nutrition in cognitive decline. There will be a focus on research but also on practical suggestions and tools for supporting the feeding of frail and low-income older adults. (Click here for presentation)

Elder Financial Abuse - 1.5 Credits Attendees will learn how to identify various types of financial elder abuse and how to document it, report it, and work with law enforcement on cases with both living and deceased victims. Conservators and Administrators both have important roles to play in protecting seniors from victimization as well as holding fraudsters accountable. (Click here for presentation)

VA Fiduciary - 1.5 Credits VA’s Fiduciary Program is established to protect Veterans and other beneficiaries who, due to injury, disease, or age, are unable to manage their financial affairs. This presentation will cover eligibility criteria, selection process, duties of a VA Appointed Fiduciary, as well as, accounting and bond criteria. (Click here for presentation)

Presenter: Elizabeth Henderson ________

9:00-10:15 AM

Room: El Dorado|Diablo

Presenter: Jennifer Fritzel ________

Room: California

10:15-10:30 AM

MORNING BREAK – Beverages Provided Neurological Assessment In Capacity Determinations - 1 Credit Need help getting that Capacity Declaration completed? Physicians not returning calls or getting paperwork done? Call a Neuropsychologist! In this one hour talk, come learn how partnering with a neuropsychologist can help Room: provide useful clinical information, diagnostic clarification and assistance with Fresno|Granada|Hermosa treatment planning through the Probate Conservatorship process. (Click here for presentation) Presenter: Teresa Thomas ________

10:30-11:30 AM

Investigative Resources for Public Administrators - 1 Credit The training course on Investigative Tools for the Public Administrator will Presenter: consist of a two-part presentation, which will include; 1) a high-level overview Brett Rhodes, Teresa of various initial investigative tools, with an emphasis on locating next-of- kin Shapiro, Thomson Reuters and assets; 2) a live presentation by CLEAR –An Investigative engine. This course is meant to be interactive and attendees are encouraged to voice Room: California supplemental resources and practices in their respective jurisdictions. (Click here for presentation) Patient’s Rights & the World of LPS - 1 Credit Individuals receiving mental health services should do so in the least restrictive setting and retain as many rights as possible. Providing care in the Presenter: Mike Phillips context of patients’ rights can be tricky and confusing. This presentation will Room: El Dorado|Diablo review the rights of individuals receiving mental health services, as well as the rights of LPS conservatees, and how these laws intersect. (Click here for presentation)

Class Key

________

________

All Attendees

PA Classes

PG Classes

PC Classes

PG|PC Classes


TIME

ACTIVITY Day 2: Tuesday September 26, 2017 (Continued)

11:30 AM1:00PM

Presenter: Diana Homeier, Elena Abramson, Ann Aguilar, Michael Clement ________

Room: Fresno|Granada| Hermosa

1:00-3:00 PM

Presenter: Cameron Quanbeck & Karen Hastik ________

Room: California

Presenter: Michael Brewster, Susan Falcone, Kyle O’Brien, Jose Gutierrez, Dominic Rosales, Kathleen Cortez ________

Room: El Dorado|Diablo 3:00-3:15 PM

The Professor & the Student-Fiduciary Abuse in Higher Ed - 2 Credits This is a case on how a co-ed manipulated her way into the life of her college professor and took advantage of his failing mental capacity for her own greed. A case study in the steps necessary to investigate and successfully petition for a probate conservatorship, develop evidence for an 850 petition, and successfully prosecute an elder abuse criminal case. (Click here for presentation) New Agents, Genetic Testing & Role Inflammation/Serious Mental Illness - 2 Credits Over the past few years, novel pharmacologic options for the treatment of those suffering from psychotic disorders have become available. In this presentation, these options will be reviewed and attendees will be able to demonstrate knowledge of: the important role long-acting injectable antipsychotics, recent changes in clozapine neutrophil monitoring guidelines, the recent discovery of over 100 genetic loci associated with schizophrenia, and any medications without dopamine-blocking properties that have emerged as adjunctive treatment options for those with serious mental illness. (Available at conference) Systemic Searches in the Digital Age - 2 credits Unending properties to search? On-going equipment failures? Not enough human resources to take into the field? This interactive training intends to provide experience and suggest methods to assist programs in adapting their search practices to include digital equipment so as to expedite documentation and provide ideas for policy and procedures development. (Available at conference) AFTERNOON SNACK - Snacks Provided

Selecting an Investment Advisor & Creating an Advisory Policy - 2 credits Presentation will review how to select an advisor, including the differences between Presenter: Jennifer a fiduciary standard (Investment advisor) and a suitability standard (stock broker) as Ancona & Justin Detray well as the differences in the fee structure of the two. Once the advisor is selected, the next stage of the presentation will review County of Marin’s experience in Room: Fresno|Granada| creating an investment committee, an investment policy statement and provide Hermosa actual examples of execution of the financial planning process as it relates to the sale of real property and investment decision-making. (Click here for presentation) ________

3:15-5:00 PM

Moderated Discussion

PA Workshop: Open Forum Discussion - 2 credits

________

Room: El Dorado|Diablo Moderated Discussion

PG|PC Workshop: Open Forum Discussion - 2 credits

________

Room: California Class Key

All Attendees

PA Classes

PG Classes

PC Classes

PG|PC Classes


The Association’s Certification Criteria As the designated certifying body for all county Public Administrators, Public Guardians and Public Conservators in California, we provide a variety of professional trainings to help prepare our members to meet the rigorous demands of the job. Our Standards and Certification process, put together by a committee of our Association members, is continually updating core requirements to ensure our members have the most up-to-date information on rules and regulations that affect the implementation of their work each and every day. To learn more about the Standards and Certification process please click here or go to our website at www.capapgpc.org under Resources to learn more. Below you can find an overview of our revised certification standards. To learn more about the recent certification changes, which went into effect July 1, 2017, please click here.

4-Year Certification Criteria •

Member in good standing of the Association (payment of membership dues and county fees current)

Compliance with and upholding of the Code of Ethics of the Association

40 credit hours of continuing education every 4 years. The training must be given by a provider, which has been approved by the Association at least 30 days in advance of the date of training

Penalty for Non-Compliance If a member does not meet the 40 hour requirement in 4 years, they are noted in the system as non-certified and to be in compliance must by the end of the second four-year period meet 40 hours in the 4 years as well as any additional hours not completed in the prior 4-year certification window. Example: If a member completes 35 certification hours in a 4-year window, the subsequent 4-year certification window would be the standard 40 hours required as well as the additional 5 hours not completed in the prior certification window. This penalty is cumulative each 4-year cycle.

Training Definitions •

Outside Training: Any training, course, workshop or other form of professional training that is not presented by the Association, but which is given by another entity.

In-house Training: Any training, course, workshop or other form of professional training that is presented by a Public Administrator, Public Guardian or Public Conservator office for its deputies and staff.

Regional Training: Any training, course, workshop or other form of professional training that is presented by either the Executive Office or a Regional representative from one of the 5 designated regions of the Association.

PLEASE NOTE: This year, certificates for classes will not be handed out during the conference. Instead, members will be able to download their certificates from their Member dashboard. We anticipate certificates will be available for download by October 31st if not sooner. Thank you.


TIME

ACTIVITY Day 3: Wednesday September 27, 2017 REGISTRATION

8:00-9:00 AM

9:00-10:00 AM

Moderated Discussion ________

Room: Granada|Balboa Calaveras|Hermosa Moderated Discussion ________

Room: CA|Diablo Fresno|El Dorado

10:00-10:15 AM

Member Meeting & Legislative Update - 1 Credit MORNING BREAK – Beverages Provided

Presenter: Baljit Gil, Todd Davidson, Kim Flores ________

10:15-11:30 AM

Manager Workshop - 1 Credit

Room: CA|Diablo Fresno|El Dorado

Opportunities & Challenges for PG|PC w/Limited Resources - 1.5 Credits This presentation is about opportunities and challenges for small counties (like Mariposa) and the challenges we face. We have become very creative in utilizing our Medical Director for assessing the needs of individuals for LPS, and this presentation will be a lively discussion on how we have met the needs of our clients. (Click here for presentation)

Presenter: Teresa Thomas ________

Room: Granada Balboa|Calaveras Hermosa

Fiduciary Real Estate Services: What to Expect When You’re Expecting to Marshall a Real Estate Asset - 1.5 Credits The goal of this presentation is to provide the Fiduciary framework for dealing with Real Estate Agents so that the Fiduciary is protected and ‘value’ is brought to the estate. (Click here for presentation)

11:30 AM-1:00PM

1:00-3:00PM

Presenter: Diana Sanders Cinamon ________

Room: CA|Diablo Fresno|El Dorado

3:00-3:15PM Presenter: John Littler 3:15-5:00 PM

________

Room: CA|Diablo Fresno|El Dorado

Appraising Art: Fine Art or Wall Décor - 2 Credits This visually rich presentation is designed to provide those with little or no knowledge of fine art simple identification tools to determine potential value of fine art frequently encountered in the estate setting. Topics included - distinguishing between common print process, looking for edition numbers, and the value of the reputation of the artist. (Click here for presentation) AFTERNOON SNACK – Snacks Provided Ways to Liquidate Estates - 1.5 Credits This interactive discussion will detail various options to pursue and consider when liquidating client assets. We will consider which assets to sell or not sell, the law that applies to the sale of assets and the pros/cons of various ways in which you may consider selling and disposing of their property. (Click here for presentation)

Join us for cocktails, hosted by Sensiva San Filippo, and our annual grand banquet and awards ceremony on Wednesday night from 6:00-10:00pm This is a perfect opportunity to network with peers while enjoying some wonderful entertainment and dancing-let’s trip the lights fantastic together!

_________________


ACTIVITY Day 4: Thursday September 28, 2017

TIME 8:00-9:00 AM

9:00-11:00 AM

REGISTRATION Presenter: Diana Sanders Cinamon ________

Room: California

Appraising Estate Jewelry - 2 Credits Please note there is a break in the middle of this class This visually rich presentation is designed to provide those with little to no knowledge of metals or gems the simple identification tools to determine potential value of the jewelry frequently found in the estate setting. Topics include marks on precious metals, gemstones vs. common substitutes and precious vs. semi-precious gemstone values. (Click here for presentation)

10:15-10:15 AM

MORNING BREAK – Beverages Provided

Adverse Possession - 1.5 Credits In this presentation, we will discuss how best to protect your properties from individuals Presenter: Lisa claiming to be the owner, by learning the very specific legal requirements for an adverse 11:00-12:30 Proft possession claim. We will engage in a discussion of real life examples, review title reports, AM Room: California and you will be provided with sample court petitions for use in your own cases. (Click here for presentation) ________

Class Key

All Attendees

PA Classes

PG Classes

PC Classes

PG|PC Classes

“Communication leads to community, that is, to understanding, intimacy and mutual valuing” ~ Rollo May

Friendly Reminder on the Importance of Communication One of the key factors in creating a thriving membership community is ensuring there is open and frequent communication around a multitude of member issues and services. From keeping our community updated on new system implementations that effect how we manage member data to information on key legislation that may impact our shared work within California or the latest training being held in your area, our job is to keep you informed so that you get the most out of your membership each and every day. With that said, all members have the ability to opt out of our newsletter, legislative alerts or other important emails we distribute to our members each month. We want to make sure, however, that members and their managers are aware of what they miss out on when clicking on that Opt Out button as communication can only happen when you are part of the party. At this time, however, we do ask that no member opt out of all email communication as payment processing for membership and trainings/events all happen via electronic communication and we do not want to see counties or members penalized due to late payments simply because they have opted out of system emails. As always, our team is here to answer any questions you may have concerning correspondence you receive from us and always welcome ideas so that we continue to improve on our services. Thank you.


OUR SPEAKERS

Elena Abramson is a prosecutor with the LA County District Attorney’s Office. After being admitted to the California State Bar in 2003, Ms. Abramson worked as a prosecutor with the Fresno County District Attorney’s Office. She was hired by the LA County District Attorney’s office in 2005. During her time in LA County, she has prosecuted adult and child sexual assault, domestic violence, and child abuse cases. Since 2014, she has been assigned to the Elder Abuse Unit where she has been prosecuting cases involving the general neglect and physical and financial abuse of elders. Prior to her work as a prosecutor, Ms. Abramson was a legislative analyst for the County of Orange from 1996 through 2003.

Ann M. Aguilar is an attorney with the Los Angeles County Office of the County Counsel and practices in the Probate Division. After graduating from

the University of California San Diego, she received her Juris Doctorate from Southwestern University School of Law and was admitted to the State Bar in 2001. Ms. Aguilar has been with County Counsel for over 15 years and has worked in the Public Works, General Litigation and Probate divisions. She currently represents the Department of Mental Health, Office of the Public Guardian, establishing probate conservatorships and advising on conservatorships, trusts, and related matters, including investigations, case management, case administration and litigation.

Jennifer Ancona spent 10 years in the Investment Management industry before taking the leap from the private to public sector. She has worked in various

sectors within this industry which include roles in compliance, marketing, insurance, annuities, broker/dealers, and registered investment companies. She has a Bachelor’s Degree in Business Administration, is currently pursuing her Master’s Degree in Public Administration and previously held the Series 6, 7, 26, 63, and 65 securities licenses. She is the current Supervising Deputy Public Guardian for Marin County.

Daniel Cervantes is a retired Sergeant with the Fresno County Sheriff’s Office with 38 years of law enforcement experience. Assignments included Patrol Officer, Undercover Detective with Special Investigations Division, Homicide Investigator, Public Information Officer, Court Services Supervisor, and Patrol Sergeant.

Diana Sanders Cinamon has been full-time personal property appraiser for twenty years. She has conducted over 6,000 fine art appraisals and thousands

of jewelry appraisals. She is the author of two books, one about antique silver and one about antique jewelry. Ms. Cinamon has taught college-level classes in many areas of personal property including jewelry, pearls, fine art, furniture, and decorative antiques.

Mike Clement is a Senior Deputy Public Conservator with the Los Angeles County Office of the Public Guardian. After graduating from California

State University Fullerton with a BA in Criminal Justice, Mr. Clement worked as both a financial advisor and a real estate manager. Mr. Clement has been with the Los Angeles Public Guardian for 5 years and is responsible for investigating the need for the establishment of probate conservatorships, trust administration, and other related matters.

Todd Davidson is a Licensed Marriage and Family Therapist with Mariposa County Human Services. Mr. Davidson began working for Mariposa County in

2006 as a mental health clinician. Three years later, he was given the opportunity to support the clients on LPS conservatorship providing individual therapy and case management services. Since 2014, Mr. Davidson has had the privilege and honor of supervising the Adult Systems of Care Unit responsible for providing these services.

Justin De Tray has 20 years of Investment Management experience and is a Principal and Advisor for Private Ocean Wealth Management, a 1.2 billion dollar Registered Investment Advisor firm. He previously held the Series 4, 7, 55, 24 securities licenses and currently holds his Series 65 securities license. Justin has a Bachelor’s Degree in Astro-physics from Columbia University and currently holds the designation of Certified Financial Planner.

Judge Fagalde is one of two judges in the Mariposa County Superior Court. Elected in 2014 and sworn in January, 2015. Assignments include probate,

conservatorships, all other civil matters, juvenile delinquency and adult matters. Initiated the formation of Mariposa County Behavioral Health Court which heard its first cases in January of 2017. Thirty-one years in the general practice of law.

Kimberly G. Flores is an attorney in private practice with the law firm of Berliner Cohen, LLP and is a contract County Counsel with the County of Mariposa. Ms. Flores represents various individuals, businesses, and public entities in general civil litigation matters, as well as probate and estate planning matters. Ms. Flores is currently assigned to handle the Public Guardian/Conservator and Child Welfare Services case load for the County of Mariposa

Jennifer Fritzel is a native of San Diego, California. She is a United States Navy Veteran who served as an Aviation Boatswain’s Mate Handler aboard the USS Ronald Reagan and Naval Air Station North Island. Following her Naval service, she began her career with VBA in 2007 and has held several roles. Currently, Jennifer works with the Salt Lake City Fiduciary Hub as a Quality Review and Training Specialist.

Baljit Gill, MSW is the Deputy Director over Social Services for Mariposa County as well as a trainer for UC Davis Extension, Center for Human Services. Before serving as the deputy director in Mariposa County, Ms. Gill worked as a social worker, supervisor and program administrator for Merced County in the Child Welfare programs. Currently Ms. Gill oversees Child Welfare, In Home Supportive Services, Adult Protective Services and the Public Guardian/Public Conservators Office.

Teresa Gorman is certified as a specialist in the area of Trusts & Estates by the State Bar of California. In order to achieve this designation, Teresa had to

exhibit a high level of experience in the area of Trusts & Estates, pass an additional State Bar exam in the area of Trusts & Estates, be favorably evaluated by other Attorneys and Judges familiar with her work and fulfill additional continuing education requirements in the area of Trusts & Estates. Teresa Gorman is regularly appointed by the Probate Court to represent persons who need an attorney in complicated matters and also serves as a volunteer for South County Senior Services providing legal advice and protecting seniors in need.


Dr. Karen Hastik attended medical school at the University of Texas Health Science Center in San Antonio and completed her psychiatric residency at

the University of California San Francisco. She maintains a private practice in San Francisco and is an attending psychiatrist at Cordilleras MHRC. Dr. Hastik practices a comprehensive, integrative, evidence based approach to the diagnosis and treatment of her patients that includes pharmacogenomic testing for targeted medication treatment, nutraceuticals, anti-inflammatories and psychotherapy.

Dr. Homeier is currently an Associate Professor of Internal Medicine and Family Medicine at the Keck School of Medicine at USC where she cares for elderly

and disabled patients at LAC+USC Medical Center and teaches geriatric medicine to internal medicine residents, medical students, and gerontology students. She also serves as the Program Director for the Fellowship in Geriatric Medicine. Dr. Homeier is the Medical Director of the Adult Protection Team, a hospitalbased elder abuse program located at LAC+USC Medical Center. She has lectured on elder abuse at local and national conferences on the topic of elder abuse, elder sexual abuse, and multidisciplinary responses to elder abuse. In January 2006, Dr. Homeier opened the Los Angeles County Elder Abuse Forensic Center with grant funding from the Archstone Foundation and the UniHealth Foundation.

Ella Jackson has been working in psychiatric assessment and therapy as well as providing support to service receivers and providers for over 10 years and is currently employed by Sonoma County Behavioral Health as a clinical specialist. Ms. Jackson provides clin ical supervision to a team of social workers and MFTs who provide case management services to adults with severe and persistent mental illness; including all Sonoma C ounty LPS conservatees who reside in other counties. Ms. Jackson collaborates across the Behavioral Health service team practice areas providing alternate placement, resources and crisis resolutions for the most intractable and clinically complex cases.

Elizabeth Henderson, Senior Deputy District Attorney with the Orange County District Attorney’s Office has worked as a prosecutor for 30 years with a

short detour to act as Orange County Chief Deputy Public Administrator from 2014-2016. She has tried over 100 jury trials including 20 homicide cases. She supervised the Major Fraud/Economic Crimes Unit from 2004-2014 and regularly speaks to law enforcement and community groups about financial elder abuseShe recently spoke as a featured speaker at the “Orange County Senior Summit” to 1,000 seniors and community members on the topic of Financial Abuse Targeting Seniors.

Viki Kind is a clinical bioethicist, medical educator and hospice volunteer. Her award winning book, The Caregiver’s Path to Compassionate Decision

Making: Making Choices For Those Who Can't, guides families and professionals through the difficult process of making decisions for those who lack capcity. Viki lectures across the United States teaching professionals to have integrity, compassion and to improve care through better communication and ethical frameworks. She provides bioethics consultation and support for many hospitals in the Los Angeles area. Viki holds a master’s degree in bioethics from the Medical College of Wisconsin and a bachelor’s degree in speech communication from California State University at Northridge.

John Littler has worked for GovDeals Surplus Auction company for six years, managing the Northern California/Nevada and Northwest Region. In his role, he

routinely attends conferences and presents to government industry organizations about the many advantages of selling vehicles, equipment and all other surplus assets online. He advocates for a green solution towards surplus reallocation with the goal of zero waste through donation and reuse whenever possible as opposed to “landfill reallocation”. He graduated from the University of California, Irvine with a degree in Political Science before going on to law school and now is about to embark on his greatest challenge - paying for his 5 kids to go to college.

Ruben Martinez worked for Fortune 500 companies in Real Estate, Marketing and Sales Management. Ruben managed the construction of new and

existing facilities. He represents Fiduciaries, Receivers and Bankruptcy Trustees exclusively in the sale and management of their real property assets from commercial to residential throughout California. He has served as an expert witness in Probate Real Estate matters.

Paul McMahon, Ph.D. is a forensic psychologist who works at Patton State Hospital, working with criminals who struggle with major mental illnesses. Now assigned to the all-female unit, Dr. McMahon works with 1.) parolees too dangerous to serve parole in the community, 2.) felons too incompetent to stand trial for their charges, and 3.) those found “not guilty by reason of insanity.” Additionally he’s a professor at both University of La Verne and University of Redlands where he teaches a host of psychology and social work related courses.

Mike Phillips is the Director and Supervising Attorney for the Jewish Family Service Patient Advocacy Program. He is a member of the board and

president-elect of the San Diego Psych-Law Society. In his role as Director and Supervising Attorney at JFS, he provides instruction and training for the mental health community, including providing information on due process rights for psychiatric patients throughout the County of San Diego. He received the Patients’ Rights Advocate of the Year award from the CA Assoc. of Mental Health Patient’s Rights Advocates in 2009 and again in 2015.

Lisa Proft is an attorney, who has spent the last 20 years at the Office of the County Counsel, before she transferred to the Public Administrator’s

Operations. As of December 1, 2016, Lisa was appointed as the Assistant Treasurer Tax Collector over the Public Administrator Branch. Lisa now manages approximately 90 PA staff and is responsible for the executive oversight of the Branch. Lisa is familiar with issues relating to PA, as she previously advised the PA for ten years while at County Counsel, and she has seen many instances of distressed real properties, including squatters, forcible detainers and unlawful detainers. In this presentation, Lisa will talk about specifics relating to adverse possession.

Cameron Quanbeck MD is a board-certified forensic psychiatrist practicing in California. He has worked in psychiatric hospitals and jails in Los

Angeles, Sacramento, and San Francisco. His current position is Medical Director of Cordilleras Mental Health Center which is part of the San Mateo County Health System and serves those with serious mental illness. Dr. Quanbeck has been a member of LPS Reform Task Force I and II which seeks reforms in California’s civil commitment laws so that those with serious mental illness receive more timely and effective treatment.

Brett K. Rhodes has been in public service for nearly two decades at the local, state, and federal levels. Brett is the current Chief Deputy Public Administrator for the County of Marin. He holds a Juris Doctorate of Law and Master’s Degrees both Legal Studies and Public Administration. He graduated Dominican University of California’s Executive Leadership Program and has completed extensive study in trending leadership models and organizational development.

Teresa Shapiro has been affiliated with the government market for over 18 years. As an Investigative Specialist at Thomson Reuters, she focuses on

the management of accounts and in-depth instruction for State and Local investigative agencies; specializing in fraud, identity theft and people locate cases. With a Bachelors and Masters in Business Administration, her professional career involved training and development for several large organizations. As a subject matter expert in CLEAR, she continues to teach end-users in proper system applications.

Dr. Thomas has been a licensed clinical neuropsychologist in the San Francisco Bay Area since 2000. She has trained and worked at a number of hospitals in the Bay Area including UCSF, SF General, VA Martinez and Highland Hospital. She regularly consults in acute medical, psychiatric and long term care facilities. She is an expert witness in Alameda County for both Probate and Criminal courts in issues related to capacity and dementia and she is a provider for Alameda County APS and PG's office.

Mary Louise Zernicke has been the Senior Nutritionist for Alameda County for over 20 years. In this capacity, she oversees all the senior meals

programs, including over 2500 meals on wheels daily and over 40 senior dining site programs. Mary Louise has a Master's in Public Health from UC Berkeley, and a Master in Science from University of New Haven. She is also a Registered Dietitian. In addition to her job as the part-time Senior Nutritionist for Alameda County she is currently Department Chair and Program Director in the Nutrition and Dietetics department at Merritt College.


We would like to thank all our corporate-tier sponsors for supporting the Association at this year’s conference. Together we are stronger.


CONFERENCE VENUE INFO ___________

Holiday Inn Downtown Arena 300 J St, Sacramento, CA 95814 Reservations: 916-446-0100 Please Note: Our original block of rooms sold out but the hotel will be offering a discounted rate of $179/night based on availability. Use group code A23. Parking for hotel guests is: • Self Park - $11/night • Valet - $24/night

IT’S NOT TOO LATE TO REGISTER!

___________

Members can register for this year’s conference on the Associations website under Events/Annual Conference or by logging into the Association’s new Member portal here. And to make the process a little easier, we have created a video tutorial on how to register using our online portal. Simply click here to learn more. Look forward to seeing everyone soon!

CA PA|PG|PC 2017 Annual Conference Brochure  
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