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FSGA 31st Annual Conference 2018

Registration for this event is now closed. You can register onsite during the conference.
FSGA 31st Annual Conference 2018
From July 19, 2018 To July 21, 2018

A Night in Paris

Shining Our Light

July 19 – 21, 2018

Accommodations:

The FSGA 31st Annual Conference will be held at the Hyatt Regency Grand Cypress Orlando.

One Grand Cypress Blvd., Orlando FL 32836

July 19-21, 2018

Click here to download the Exhibitor & Sponsor Brochure

Click here to download the REGISTRATION BROCHURE

18 Guardian CEU’s

General CLE Credit (22)  Certification Credit: Elder Law (22)  Wills, Trusts and Estates (22)  Approved Topics

 

Examining Committee Credit (8 hours) – see the sessions marked **

Make Hotel Reservations   https://aws.passkey.com/go/FSGA2018  OR call the Hyatt  1.888.421.1442  and reference the FSGA room block

 

Our Sponsors & Exhibitors

Conference Overview

Thursday, July 19
09:00 AM - 01:00 PM Initial Examining Committee Training

Initial Examining Committee Training

Thursday, July 19 09:00 AM - 01:00 PM

CEUs: 0

The Initial 4 hour in person Examining Committee Training.

  • Lance Mc Kinney, Esq.

    Lance McKinney practices in the area of elder law, including probate, probate litigation, guardianship, estate planning, and special needs and long-term care planning. He received formal training in investment fiduciary responsibility, and earned the AIF® designation from Center for Fiduciary Studies through the University of Pittsburgh in August, 2004. In June, 2005 Lance earned his certification as an Elder Law Attorney by the Florida Bar. Since 1998, he has been a speaker for the Professional Guardianship Course that is mandated by the State of Florida. He is a member of the Special Needs Alliance which is a national network of attorneys dealing with special needs trusts and disability issues. He was Accredited with the Veteran’s Administration in 2009. He is Immediate Past President and Director of NAMI Lee County, Inc and been serving in a leadership capacity since 2006. Florida State Guardianship Association (FSGA) Director 2010- 2012, President 2012-2013. The Florida State Guardianship Association is dedicated to the protection of the dignity and rights of incapacitated persons throughout the State of Florida. Lance is admitted to practice in all courts of the State of Florida and the Federal Court of the Middle District of Florida.

09:00 AM - 11:00 AM CLOSED COURSE -What is NOT Taught in 744-but 25 plus years experience does teach

CLOSED COURSE -What is NOT Taught in 744-but 25 plus years experience does teach

Thursday, July 19 09:00 AM - 11:00 AM

CEUs: 2

An active workshop designed to spark questions: Can I? Should I? What if I don’t? Questions to help guardians gain deeper knowledge of the power of “questioning.”

  • Theresa Barton, Professional Guardian

    Theresa  Barton,  Professional  Guardian  and  owner  of  GCM  has  been  passionately  involved  in  the  care  of  disabled  and  elderly  Floridians’  for  over  25  years.  Brought  to  this  occupation  by  a  critically  ill  mother  in  the  early  90’s,  the  many  perils  of  an  ill-elderly  patient  without  a  voice  became  painfully  apparent  during  that  time.  Theresa  often  says  that  this  single  event  was  the  door  that  she  was  supposed  to  walk  through.    She  has  been  walking  through  those  kinds  of  doors  ever  since.  Theresa  is  a  well-know  energized  speaker  who  has  presented  all  over  the  state  and  occasionally  out  of  state.  She  has  presented  and  provided  training  for  many  organizations,  Law  Enforcement,  Department  of  Children  and  Family  services,  Orange  and  Seminole  county  Bar  functions,  National  and  State  guardianship  associations,  Rotary  and  many  elder  care  communities.    Her  subjects  range  from  “Pets  and  Personal  Property  within  guardianship”  to  “Understanding  Care  Management  compared  to  Guardianship”.

09:30 AM - 10:30 AM Caring For the Caregiver

Caring For the Caregiver

Thursday, July 19 09:30 AM - 10:30 AM

CEUs: 1

Presentation looks at what are important factors when choosing a Hospice Program and what you should consider when evaluating programs for quality.

  • Paula Loats RN, BS, MBA

    I began my nursing career over thirty two years ago following an introduction into the healthcare field as a teenager. Over the years I have practiced in many specialties that include Emergency/Trauma, Intensive Care, Radiology, Extended Care, Cardiac Intervention, and Electrophysiology.  My role in the clinical setting later extended into the role of educator in facilities as well as the corporate setting. I worked for St. Jude Medical and Biotronik as a Certified Cardiac Device Specialist. Prior to my role as Clinical Liaison Educator for Cornerstone Hospice, I had been an Educator and Program Developer for Florida Hospital Orlando’s Electrophysiology Department and later held a position in the Cardiovascular Institute Registry reviewing compliance data. My love of passionate and excellent patient care throughout my career and the increasing awareness of the need for such care at end of life led me to the position I hold today. Thank you for this opportunity to spread awareness and understanding of Cornerstone Hospice and Palliative care. 

09:30 AM - 10:30 AM Life Enrichment Activities with your Dementia Client- Can you Speak Dementia?

Life Enrichment Activities with your Dementia Client- Can you Speak Dementia?

Thursday, July 19 09:30 AM - 10:30 AM

CEUs: 1

You are visiting your ward, now what?  Your client can barely tell you their own name and they speak to people that only they can see.  How can you possibly have a meaningful visit ? Learn how you can provide activities during your visits and why it’s important. The guardian and caregiver can learn to speak dementia and provide activities that will be beneficial to your clients  physical, emotional and mental well being.

  • Lona Hale, Professional Guardian

    Lona has been practicing as a professional guardian for 16 years; she was a past board member and officer for the Heart of FL chapter FSGA.  Lona has 13 years as a practicing Nationally Certified Activity Director for Geriatrics and has been a past Conference Presenter for the Florida Association of Activity Professionals. Lona has several years as a Nationally Certified Dementia Practitioner.

09:30 AM - 10:30 AM Guardianship and Determination Workshop

Guardianship and Determination Workshop

Thursday, July 19 09:30 AM - 10:30 AM

CEUs: 1

This workshop is designed to inform an audience of guardians and intended groups of like minded people what Self- Determination means and how Guardians and helping people in HCBCS services live a life of their choosing through trending needs in a growing population.

  • Juan Gallo

    Juan Gallo, is about helping people that have been marginalized in the Long Term Care and Home Based
    Community Services population. Mr. Gallo is active in his local community and holds an AA and BA from
    PBA Univ. and Trinity International Univ. Mr. Gallo will be receiving his Masters in Counseling and
    Psychology from TIU,FL in May of 2018 where he also serves as the chosen Alumni President for the last
    3 years.
    Juan, has been with GT Independence for the last 5 years. Juan started as the sole Supports Broker in
    South Florida and later on grew from 2 regions to all 11 Medicaid Regions with Humana with multiple
    Supports Brokers in the State of Florida. Juan and his team has enrolled over 1400 people into the PDO
    program under the LTC Waiver in FL. through Humana Medicaid and is currently working with other
    MCO’s in FL and has recently rolled out the state’s first E-Enrollment process.
    Juan, also oversees the State of NC where he oversees another group of Supports Brokers that have
    been able to enroll over 2500 members into the DMA Cap Choice program. Juan, is also helping in rolling
    out the E-enrollment process in 2018 for North Carolina.

10:45 AM - 11:45 AM Avoid Faux Pas- Reports of the Guardianship of the Property

Avoid Faux Pas- Reports of the Guardianship of the Property

Thursday, July 19 10:45 AM - 11:45 AM

CEUs: 1

In depth review of Initial Guardianship plans, Annual Guardianship plans, physician reports, court orders, statutory requirements etc.

  • John D. Pilley, CPA

    • Licensed Florida Certified Public Accountant
    • Brevard County Clerk of Courts- 2013- Present
    • Internal Auditor, Auditor in Guardianship department
    • Over 30 years professional experience in publicly traded corporations, private CPA practice and small business owner
  • Robin Phemister, Professional Guardian

    Robin Phemister

    • President and Owner of Solutions by RPM, Inc. and Nationally Certified Professional Guardian
    • 30 years of bookkeeping, accounting and office management experience both public and private sectors
    • Bachelor of Science degree in Accounting
    • Secretary-Executive Committee of FSGA
    • Membership Committee Chair and Education Conference Co-chair
    • Past Director and Trainer with BNI, the world’s largest referral network organization
    • 5+ years educating business professionals in the community on marketing, presentation skills, relationship building, goal setting, and team building
  • Mary Lee Parrott

    • Brevard county Clerk of Courts- 2001- present
    • Accountant
    • Over 30 years governmental accounting experience, including State of Kentucky governor’s office
    • Budget Manager, Liaison for the Governor’s office with local government

10:45 AM - 12:45 PM Spokesperson Training: Developing Proper Skills for Speeches and News Media Interviews

Spokesperson Training: Developing Proper Skills for Speeches and News Media Interviews

Thursday, July 19 10:45 AM - 12:45 PM

CEUs: 2

  • Al Rothstein

    Al Rothstein’s Facilitator Background

    Al Rothstein has been helping clients succeed with their speeches and media appearances for more than twenty years. Prior to that, he was an award-winning television and radio reporter and anchor, non-profit executive director and a volunteer in his communities. It is this experience on all sides that gives Al a unique insight into how you can deliver messages to media representatives, live audiences and potential clients with mutually beneficial results.

    Al has been working with FSGA for two years.

    Some of his spokesperson training clients include:

    • American Express
    • American Judicature Society
    • Florida Circuit Judges
    • American Society of Association Executives
    • Community Associations Institute
    • Florida Independent Automobile Dealers Association
    • Food Industry Association Executives
    • Hospitality Sales & Marketing Association International
    • Meeting Professionals International
    • National Soft Drink Association

10:45 AM - 11:45 AM Guardian Advocate for the Developmentally Disabled

Guardian Advocate for the Developmentally Disabled

Thursday, July 19 10:45 AM - 11:45 AM

CEUs: 1

The Guardian Advocate will be defined pursuant to the Developmentally disabled statute.  How it works in conjunction with the Florida Guardianship Law and how the new Supreme Court Administrative Order unifies access to courts statewide for all parents caring for disabled children.

  • Joseph P. George Jr., Attorney

    JOSEPH P. GEORGE, JR., is the sole shareholder of his firm, Joseph P.
    George, Jr., P.A., in Miami, Florida. His firm primarily handles disputes in trusts, estates and guardianship administration. He serves as court-appointed counsel in probate, guardianship and trust matters in state and federal courts, is Chair of the RPPTL Ad Hoc Subcommittee on Guardian Advocacy, former Probate General Master, Chair of the Government Lawyer Section of The Florida Bar, Vice-Chair of the Legislature’s Substance Abuse & Mental Health Corporation, and inaugural Criminal Conflict & Civil Regional Counsel for the 3rd DCA Region of Florida.

12:00 PM - 01:00 PM Termination of Guardianship- Reasons, Duties, Discharge Procedures

Termination of Guardianship- Reasons, Duties, Discharge Procedures

Thursday, July 19 12:00 PM - 01:00 PM

CEUs: 1

  • Elizabeth Bertrand, Esq.

    Elizabeth attended the University of Central Florida and has a B.A. in political science and advertising/public relations. Elizabeth then attended Stetson University College of Law where she graduated cum laude with a juris doctor and a concentration in Elder Law. After being sworn in as a member of The Florida Bar, she opened her law practice with partner, Brian C. Palumbo, in Central Florida focusing on elder law, real estate, wills and estate, and business. Currently, Elizabeth is licensed to practice in Florida, New York, and Pennsylvania, as well as the U.S. District Court, Middle District of Florida.

12:00 PM - 01:00 PM The “H” Word -Dispelling Hospice Myths and Understanding Differentiators

The “H” Word -Dispelling Hospice Myths and Understanding Differentiators

Thursday, July 19 12:00 PM - 01:00 PM

CEUs: 1

  • Paula Loats RN, BS, MBA

    I began my nursing career over thirty two years ago following an introduction into the healthcare field as a teenager. Over the years I have practiced in many specialties that include Emergency/Trauma, Intensive Care, Radiology, Extended Care, Cardiac Intervention, and Electrophysiology.  My role in the clinical setting later extended into the role of educator in facilities as well as the corporate setting. I worked for St. Jude Medical and Biotronik as a Certified Cardiac Device Specialist. Prior to my role as Clinical Liaison Educator for Cornerstone Hospice, I had been an Educator and Program Developer for Florida Hospital Orlando’s Electrophysiology Department and later held a position in the Cardiovascular Institute Registry reviewing compliance data. My love of passionate and excellent patient care throughout my career and the increasing awareness of the need for such care at end of life led me to the position I hold today. Thank you for this opportunity to spread awareness and understanding of Cornerstone Hospice and Palliative care. 

12:00 PM - 01:00 PM Savoir- Faire- Reports of the Guardian of the Person

Savoir- Faire- Reports of the Guardian of the Person

Thursday, July 19 12:00 PM - 01:00 PM

CEUs: 1

An in-depth look at Guardian of the Person reports.

  • John D. Pilley, CPA

    • Licensed Florida Certified Public Accountant
    • Brevard County Clerk of Courts- 2013- Present
    • Internal Auditor, Auditor in Guardianship department
    • Over 30 years professional experience in publicly traded corporations, private CPA practice and small business owner
  • Robin Phemister, Professional Guardian

    Robin Phemister

    • President and Owner of Solutions by RPM, Inc. and Nationally Certified Professional Guardian
    • 30 years of bookkeeping, accounting and office management experience both public and private sectors
    • Bachelor of Science degree in Accounting
    • Secretary-Executive Committee of FSGA
    • Membership Committee Chair and Education Conference Co-chair
    • Past Director and Trainer with BNI, the world’s largest referral network organization
    • 5+ years educating business professionals in the community on marketing, presentation skills, relationship building, goal setting, and team building
  • Mary Lee Parrott

    • Brevard county Clerk of Courts- 2001- present
    • Accountant
    • Over 30 years governmental accounting experience, including State of Kentucky governor’s office
    • Budget Manager, Liaison for the Governor’s office with local government

01:00 PM - 02:00 PM Lunch on your own

Lunch on your own

Thursday, July 19 01:00 PM - 02:00 PM

CEUs: 0

  • Lunch on your own

01:00 PM - 03:00 PM CLOSED COURSE -What is NOT taught in 744-but 25+ years experience does teach

CLOSED COURSE -What is NOT taught in 744-but 25+ years experience does teach

Thursday, July 19 01:00 PM - 03:00 PM

CEUs: 2

An active workshop designed to spark questions: Can I? Should I? What if I don’t? Questions to help guardians gain deeper knowledge of the power of “questioning.”

  • Theresa Barton, Professional Guardian

    Theresa  Barton,  Professional  Guardian  and  owner  of  GCM  has  been  passionately  involved  in  the  care  of  disabled  and  elderly  Floridians’  for  over  25  years.  Brought  to  this  occupation  by  a  critically  ill  mother  in  the  early  90’s,  the  many  perils  of  an  ill-elderly  patient  without  a  voice  became  painfully  apparent  during  that  time.  Theresa  often  says  that  this  single  event  was  the  door  that  she  was  supposed  to  walk  through.    She  has  been  walking  through  those  kinds  of  doors  ever  since.  Theresa  is  a  well-know  energized  speaker  who  has  presented  all  over  the  state  and  occasionally  out  of  state.  She  has  presented  and  provided  training  for  many  organizations,  Law  Enforcement,  Department  of  Children  and  Family  services,  Orange  and  Seminole  county  Bar  functions,  National  and  State  guardianship  associations,  Rotary  and  many  elder  care  communities.    Her  subjects  range  from  “Pets  and  Personal  Property  within  guardianship”  to  “Understanding  Care  Management  compared  to  Guardianship”.

02:00 PM - 03:00 PM Home of the Free Because of the Brave- Overview of Senior VA Benefits

Home of the Free Because of the Brave- Overview of Senior VA Benefits

Thursday, July 19 02:00 PM - 03:00 PM

CEUs: 1

The topic will include an overview of the VA benefits available to senior veterans and their spouses.

  • Brittany Gloersen

    Attorney Brittany Green Gloersen is a partner at Landis Graham French, P.A. in DeLand, Florida. A graduate of Stetson University School of Law, Ms. Gloersen’s areas of concentration are elder law, guardianships, estate planning, and probate. She can assist clients cheerfully and capably in matters regarding Veterans’ Benefits, Medicaid benefits, guardianship of minors and elders, and life care planning.

    Ms. Gloersen brings energy, compassion, knowledge, and ability to the job. She has many civic and community ties, including volunteer work with the Rotary Club of DeLand and DeLand PAL.

02:00 PM - 03:00 PM Overview of Medicare Benefits for 2018 and Understanding the Different Medicare Options

Overview of Medicare Benefits for 2018 and Understanding the Different Medicare Options

Thursday, July 19 02:00 PM - 03:00 PM

CEUs: 1

  • Joseph R. Santiago, CLU

    Joe Santiago, an independent insurance agent with 25 years’ experience working with Medicare Beneficiaries, offering Medicare Insurance Plan Options. He conducts a detailed analysis to identify specific individual health care needs. He then makes objective recommendations as to which options are best suited for his clients. He also works with many different professionals including Elder Law Attorneys, Financial Advisers, Doctor offices, and Guardians providing expert advice to best assist their clients.

02:00 PM - 03:30 PM Guardianship 101/201

Guardianship 101/201

Thursday, July 19 02:00 PM - 03:30 PM

CEUs: 1

My strength ,my background falls on the “property” side of Guardianship. I have an MBA and spend most of my life in the business world. It seems most of our world of providers come with medical or social work. Our focus will be business of Guardianship: starting a practice, marketing, multi-income, technology, the courts, banking, closing down a practice.

  • Robert Dixon, Professional Guardian

    Robert is a Registered Guardian with the Office of Public and Professional Guardians, and has been serving since 2006. He graduated from Northwestern College in Iowa, after completing  his service as a Military Police officer with the US Army.  He returned to Brevard County and continued his education at Florida Institute of Technology where he earned his MBA,

02:00 PM - 03:30 PM Video Interview Sessions

Video Interview Sessions

Thursday, July 19 02:00 PM - 03:30 PM

CEUs: 0

Rothstein Media will interview professionals regarding their experiences in the guardianship world.

  • Al Rothstein

    Al Rothstein’s Facilitator Background

    Al Rothstein has been helping clients succeed with their speeches and media appearances for more than twenty years. Prior to that, he was an award-winning television and radio reporter and anchor, non-profit executive director and a volunteer in his communities. It is this experience on all sides that gives Al a unique insight into how you can deliver messages to media representatives, live audiences and potential clients with mutually beneficial results.

    Al has been working with FSGA for two years.

    Some of his spokesperson training clients include:

    • American Express
    • American Judicature Society
    • Florida Circuit Judges
    • American Society of Association Executives
    • Community Associations Institute
    • Florida Independent Automobile Dealers Association
    • Food Industry Association Executives
    • Hospitality Sales & Marketing Association International
    • Meeting Professionals International
    • National Soft Drink Association

02:00 PM - 03:00 PM 10 Pitfalls for Guardians to Avoid When your Ward Owns a Home

10 Pitfalls for Guardians to Avoid When your Ward Owns a Home

Thursday, July 19 02:00 PM - 03:00 PM

CEUs: 1

  • Mark Midyett, GRI

    Mr. Midyett is President of the Midyett-DuToit Property Team at Keller Williams Realty Select in Lakewood Ranch, Florida. Mr. Midyett first received his real estate license in 1980 and the Midyett-DuToit Property Team has served the Sarasota and Manatee counties for over 32 years. Mr. Midyett works extensively with seniors and guardians devising appropriate strategies to sell their properties. Mr. Midyett is on the Board of Directors and serves as Treasurer of Sarasota County Aging Network and is also Vice-Chair of the international disaster relief charity ShelterBox USA.

  • Ira Wiesner

    Ira Stewart Wiesner, JD
    Mr. Wiesner is a nationally recognized elder law attorney. He is former President of the National Academy of Elder Law Attorneys. Having a legal practice rooted in 40 years of traditional estate and tax planning, Mr. Wiesner, who is Florida Bar Board Certified in Taxation. Mr. Wiesner is Florida Bar Board certified in Elder Law. He has been honored as a Fellow of the National Academy of Elder Law Attorneys Mr. Wiesner was an invitee to the 1995 White House Conference on Aging and has consulted with the Florida Department of Health and Rehabilitative Services and the Agency for health care Administration on legislative matters.

02:00 PM - 03:30 PM Personalized Conflict Resolution Role-Playing Simulation

Personalized Conflict Resolution Role-Playing Simulation

Thursday, July 19 02:00 PM - 03:30 PM

CEUs: 1

A  course in basic improv techniques and how to apply them to conversations regarding guardianships and speaking to people with Anosognosia.

  • Glenn Krasny

    Glenn Krasny is a Professional Guardian, Professional Guardian Course Provider and a performer at heart.  Among other professions, he has worked as an actor, musician, stand-up comedian, street mime, busker, stage performer, stunt man and most recently international ballet performer.  He specializes in universal communication techniques that focus on body language, specific directional messages, energy and improvisational skills.

04:00 PM - 05:00 PM FSGA Board of Directors Meeting

FSGA Board of Directors Meeting

Thursday, July 19 04:00 PM - 05:00 PM

CEUs: 1

  • FSGA Board of Directors Meeting

05:30 PM - 07:30 PM Opening Reception

Opening Reception

Thursday, July 19 05:30 PM - 07:30 PM

CEUs: 2

  • Opening Reception

Friday, July 20
07:30 AM - 08:15 AM Breakfast

Breakfast

Friday, July 20 07:30 AM - 08:15 AM

CEUs: 1

  • Hon. Peter Dearing, 4th Circuit, Hon. Margaret W. Hudson, 7th Circuit & Hon. Michael G. Takac, 5th Circuit

08:30 AM - 09:30 AM Legislative Update

Legislative Update

Friday, July 20 08:30 AM - 09:30 AM

CEUs: 1

  • Steven Hitchcock JD, LL.M

    Steven E. Hitchcock is a Florida Bar Board Certified Elder Law attorney, who practices in the areas of Social Security Disability Law, SSI and Medicaid, Special Needs Trusts, Guardianship and Guardian Advocacy, Long Term Care Planning, Veteran’s Benefits law, Estate Planning and Probate and Trust Administration. Mr. Hitchcock is owner of Hitchcock Law Group. Mr. Hitchcock received his Bachelor of Science Degree in Pharmacy from Union University in upstate New York. Mr. Hitchcock received his Law Degree, Cum Laude, with a Certificate of Concentration in Elder Law in 2005, and his LL.M. in Elder Law, with Distinction, from Stetson University College of Law in St. Petersburg, Florida in 2012. He is a member of the Elder Law, the Real Property, Probate and Trust Law, Health Law and Administrative Law sections of the Florida Bar. He serves as Substantive co-Chair of the Elder Law Section of the Florida Bar and also Chair of the Ethics Committee of the Elder Law Section of the Florida Bar, and serves on the Guardianship Committee of the Real Property Probate and Trust Law Section of the Florida Bar.

09:30 AM - 09:50 AM Visit w/Exhibitors and Sponsors

Visit w/Exhibitors and Sponsors

Friday, July 20 09:30 AM - 09:50 AM

CEUs: 0

  • Visit w/Exhibitors and Sponsors

09:50 AM - 11:20 AM **More Ethical Dilemmas

**More Ethical Dilemmas

Friday, July 20 09:50 AM - 11:20 AM

CEUs: 1

The session will present Ethical Dilemmas and utilize Florida Statutes and the Florida Standards of Practice for how to solve them.

  • Irene Rausch, NMG

    Irene Rausch has served as professional guardian since 1982. She holds a Master’s Degree in Applied Anthropology and earned the National Master Guardian certification in 2000. She served as President of the Guardian Association of Pinellas County (1987, 1988, 2012, 2013) and developed and conducted the initial 40 hour training at St. Petersburg Junior College in 1988. Irene also served as President of the Florida State Guardianship Association (1989, 1990) and coordinated the first state guardianship conference St. Petersburg in 1987.
    Irene was elected as a charter member of the NGA Board of Directors in 1988 and served for 9 years on the Board. During her term, she served as Conference Chairman for 6 years. While on the NGA board she assisted with the development of the NGA Registered Guardian Handbook, 8 hour training and initial exam for RG certification. Irene has personally conducted 121 40 hour guardian training programs in Pinellas and Hillsborough counties since 1989 and is the author of “A Practical Guide to Guardianship.”

  • Steven Hitchcock JD, LL.M

    Steven E. Hitchcock is a Florida Bar Board Certified Elder Law attorney, who practices in the areas of Social Security Disability Law, SSI and Medicaid, Special Needs Trusts, Guardianship and Guardian Advocacy, Long Term Care Planning, Veteran’s Benefits law, Estate Planning and Probate and Trust Administration. Mr. Hitchcock is owner of Hitchcock Law Group. Mr. Hitchcock received his Bachelor of Science Degree in Pharmacy from Union University in upstate New York. Mr. Hitchcock received his Law Degree, Cum Laude, with a Certificate of Concentration in Elder Law in 2005, and his LL.M. in Elder Law, with Distinction, from Stetson University College of Law in St. Petersburg, Florida in 2012. He is a member of the Elder Law, the Real Property, Probate and Trust Law, Health Law and Administrative Law sections of the Florida Bar. He serves as Substantive co-Chair of the Elder Law Section of the Florida Bar and also Chair of the Ethics Committee of the Elder Law Section of the Florida Bar, and serves on the Guardianship Committee of the Real Property Probate and Trust Law Section of the Florida Bar.

09:50 AM - 11:20 AM Show Me The Money-Guardian and Attorney Fees

Show Me The Money-Guardian and Attorney Fees

Friday, July 20 09:50 AM - 11:20 AM

CEUs: 1

This presentation will provide an overview of the requirements for closing out a guardianship of the property for both emergency temporary guardians and permanent guardians. We will examine the ways that a guardianship can end, and the statues, case law, rules, timelines, and forms applicable.

  • Harry Hackney, JD B.C S.

    Harry Hackney is Board Certified in Civil Trial Law by the Florida Bar since 2012, which means he has demonstrated expertise in trying both jury and non-jury civil cases. He has practiced a wide variety of civil litigation, including appeals, in his twenty-nine (31) years of practice, and has appeared before every level of the Florida state court system from small claims court to the Florida Supreme Court. His practice has included guardianship law since 1998. He presently focuses on litigation related to guardianship, probate, estates, trusts, and real property. His office is located in Tavares, Florida, which is the county seat for Lake County.

09:50 AM - 11:20 AM What To Expect When Hiring a Private-Duty Aide

What To Expect When Hiring a Private-Duty Aide

Friday, July 20 09:50 AM - 11:20 AM

CEUs: 1

Tips and tools designed to help the search and selection process of hiring a private-duty caregiver go more smoothly. From overtime regulations to what caregivers can and cannot do, this session will cover the full gamut of your questions.

  • Allison Negri, CAEd

    Allison Greenberg-Negri is a Nationally Certified Alzheimer’s Educator and an owner of ComForcare Senior Services, a private-duty, non-medical home healthcare agency serving Palm Beach, Martin, St. Lucie and Indian River counties in South Florida and Duval, St. Johns, Clay and Nassau counties in the Jacksonville are. ComForcare Senior Services has received national certification for their dementia care program,“DementiaWise™,” that helps keep those struggling with Alzheimer’s and dementia as independent as possible for as long as possible.
    Allison currently serves as Treasurer of the Palm Beach Chapter of the Florida State Guardianship Association. She, along with her partners at ComForcare, frequently conduct workshops on Dementia Care for both professionals and family caregivers. In addition, Allison speaks regularly at Assisted Living facilities on various issues our seniors are coping with.

09:50 AM - 11:20 AM Guardianship and Medical Cannabis in FL.- Amendment 2 and you

Guardianship and Medical Cannabis in FL.- Amendment 2 and you

Friday, July 20 09:50 AM - 11:20 AM

CEUs: 1

To provide attendees with the current law in FL. regarding medical cannabis, how guardianship and the fiduciary duty to provide care intersect for our FL. wards. The goal is to provide an overview of the dept. of health’s direction for legal guardians and their wards.

 

  • Carrie McClain, Attorney

09:50 AM - 10:50 AM Video Interview Sessions

Video Interview Sessions

Friday, July 20 09:50 AM - 10:50 AM

CEUs: 0

Rothstein Media will interview professionals regarding their experiences in the guardianship world.

  • Al Rothstein

    Al Rothstein’s Facilitator Background

    Al Rothstein has been helping clients succeed with their speeches and media appearances for more than twenty years. Prior to that, he was an award-winning television and radio reporter and anchor, non-profit executive director and a volunteer in his communities. It is this experience on all sides that gives Al a unique insight into how you can deliver messages to media representatives, live audiences and potential clients with mutually beneficial results.

    Al has been working with FSGA for two years.

    Some of his spokesperson training clients include:

    • American Express
    • American Judicature Society
    • Florida Circuit Judges
    • American Society of Association Executives
    • Community Associations Institute
    • Florida Independent Automobile Dealers Association
    • Food Industry Association Executives
    • Hospitality Sales & Marketing Association International
    • Meeting Professionals International
    • National Soft Drink Association

09:50 AM - 11:50 AM CLOSED COURSE- What is NOT taught in 744-but 25+ years experience does

CLOSED COURSE- What is NOT taught in 744-but 25+ years experience does

Friday, July 20 09:50 AM - 11:50 AM

CEUs: 2

An active workshop designed to spark questions: Can I? Should I? What if I don’t? Questions to help guardians gain deeper knowledge of the power of “questioning.”

  • Theresa Barton, Professional Guardian

    Theresa  Barton,  Professional  Guardian  and  owner  of  GCM  has  been  passionately  involved  in  the  care  of  disabled  and  elderly  Floridians’  for  over  25  years.  Brought  to  this  occupation  by  a  critically  ill  mother  in  the  early  90’s,  the  many  perils  of  an  ill-elderly  patient  without  a  voice  became  painfully  apparent  during  that  time.  Theresa  often  says  that  this  single  event  was  the  door  that  she  was  supposed  to  walk  through.    She  has  been  walking  through  those  kinds  of  doors  ever  since.  Theresa  is  a  well-know  energized  speaker  who  has  presented  all  over  the  state  and  occasionally  out  of  state.  She  has  presented  and  provided  training  for  many  organizations,  Law  Enforcement,  Department  of  Children  and  Family  services,  Orange  and  Seminole  county  Bar  functions,  National  and  State  guardianship  associations,  Rotary  and  many  elder  care  communities.    Her  subjects  range  from  “Pets  and  Personal  Property  within  guardianship”  to  “Understanding  Care  Management  compared  to  Guardianship”.

09:50 AM - 11:20 AM Navigating the Medicaid Maze: An Introduction to Benefits

Navigating the Medicaid Maze: An Introduction to Benefits

Friday, July 20 09:50 AM - 11:20 AM

CEUs: 1

  • Sharon Reich

    Sharon Reich is a Senior Trust Advisor for AGED, Inc. where she works with clients to implement and administer special needs trusts. Sharon has over 25 years of experience in the trust industry with an added expertise in providing services to the senior population. Sharon speaks throughout the community to educate and promote awareness of special needs trusts.
    Sharon earned her Finance degree from the University of Central Florida and is an Honor Graduate of Cannon Financial Institute Trust School. She obtained her designation as a Certified Trust and Financial Advisor in 1998 and as a Certified Senior Advisor in 2011.

  • Nick Barton

    AGED, Inc. was founded in 2002 by Nick Barton, who serves as Executive Director and Co-Trustee. He has extensive expertise in assisting seniors and disabled individuals reduce healthcare costs and preserve assets through the use of a Pooled Special Needs Trust. With over 15 years of industry experience, Nick is a frequent speaker in the healthcare and senior community. Additionally, he has taken extensive coursework in special needs trust administration and professional guardianship.

11:20 AM - 11:40 AM Visit w/Exhibitors and Sponsors

Visit w/Exhibitors and Sponsors

Friday, July 20 11:20 AM - 11:40 AM

CEUs: 0

  • Visit w/Exhibitors and Sponsors

11:40 AM - 12:40 AM **Restoration

**Restoration

Friday, July 20 11:40 AM - 12:40 AM

CEUs: 1

An in depth look at Restoration of Rights.

  • Enrique Zamora, Esq.

    Enrique Zamora, Esq.

    Enrique is a founding partner of Zamora, Hillman & Villavicencio with over 28 years of legal experience in the areas of probate, guardianship, trust, estate planning and elder law. He is a Florida Bar Board-Certified Elder Law attorney and former chair of the Elder Law Section of The Florida Bar. Enrique is also a Florida Supreme Court Certified Civil Mediator. After obtaining his bachelor’s degree in Electrical Engineering (1971) from the University of Florida, a Master of Business Administration (1975) and Master of Science in Management in the fields of Accounting and Taxation (1981) from Florida International University, Enrique obtained his Juris Doctor, cum laude, from the University of Miami School of Law in 1985.

    His professional memberships include the Elder Law Section of The Florida Bar, the Real Property, Probate, and Trust Law Section of The Florida Bar, the National Academy of Elder Law Attorneys, the Academy of Florida Elder Law Attorneys, Dade County Bar Association, and Cuban American Bar Association. He is a former Board Director of the Florida State Guardianship Association, former President of the South Florida Guardianship Association, former Chair of the Probate & Guardianship Committee of the Dade County Bar Association and former Chair of the Grievance Committee for the Eleventh “D” of The Florida Bar.

    In addition to his practice, Enrique serves as Special Master for the City of Miami Beach and as Court Appointed Attorney-Ad-Litem for Cuban National Heirs, 11th Judicial Circuit of the State of Florida, Dade County, Probate Division. He acts as Special Magistrate over Baker Act proceedings & Marchman Act proceedings. He is an Adjunct Professor of Law at St. Thomas University, School of Law since 2004 where he teaches Elder Law and Guardianship Law courses. He previously served as Lead Instructor and Planning Committee Chair for the Professional Guardianship Program at Miami Dade College, as an Adjunct Professor of Business Law at the University of Miami School of Continuing Studies, as well as, Professor of Paralegal Program at Florida National College.

    Enrique is the recipient of numerous awards including: the Pro Bono Award from the Dade County Bar Association and the 11th Judicial Circuit (2008) for Guardianship; a Certificate of Appreciation from The Florida State Guardianship Association (2003) for services rendered to the F.S.G.A. Board of Directors; the Dade County Bar Association Award (1999-2000, 2000-2001, 2001-2002) for exceptional service as Chair of the Probate & Guardianship Committee; the Outstanding Legal Service Award from the Association for Retarded Citizens, South Florida (1999)or his efforts on behalf of persons with Mental Retardation and other Developmental Disabilities.

11:40 AM - 12:40 PM VA Guardianship and Accounting to the VA

VA Guardianship and Accounting to the VA

Friday, July 20 11:40 AM - 12:40 PM

CEUs: 1

This program will review VA guardianship’s as regulated under 744 and will also provide a review of the VA auditing process and related authorities.

  • Lance Mc Kinney, Esq.

    Lance McKinney practices in the area of elder law, including probate, probate litigation, guardianship, estate planning, and special needs and long-term care planning. He received formal training in investment fiduciary responsibility, and earned the AIF® designation from Center for Fiduciary Studies through the University of Pittsburgh in August, 2004. In June, 2005 Lance earned his certification as an Elder Law Attorney by the Florida Bar. Since 1998, he has been a speaker for the Professional Guardianship Course that is mandated by the State of Florida. He is a member of the Special Needs Alliance which is a national network of attorneys dealing with special needs trusts and disability issues. He was Accredited with the Veteran’s Administration in 2009. He is Immediate Past President and Director of NAMI Lee County, Inc and been serving in a leadership capacity since 2006. Florida State Guardianship Association (FSGA) Director 2010- 2012, President 2012-2013. The Florida State Guardianship Association is dedicated to the protection of the dignity and rights of incapacitated persons throughout the State of Florida. Lance is admitted to practice in all courts of the State of Florida and the Federal Court of the Middle District of Florida.

11:40 AM - 12:40 PM **Duty to Fully Investigate

**Duty to Fully Investigate

Friday, July 20 11:40 AM - 12:40 PM

CEUs: 1

Guardians become investigators as soon as they accept their appointment. Who, What, Where, When, Why , and how can be applied to your team along with additional resources to accomplish your duty to fully investigate.

  • Reginald J Montgomery, CLI, CPG

    Reginald “Reggie” Montgomery is a legend among investigative professionals. Following retirement from law enforcement in 1979, Reggie became a licensed private investigator, specializing in corporate asset protection and criminal defense investigations with over 40 years of related experience. Reggie has worked as an adjunct professor at New Jersey City State University, and written numerous books and articles on investigations. Reggie has been certified by numerous courts as an expert in virtually every aspect of criminal defense, corporate security, and investigative-related matters. He has recently become a registered Professional Guardian in Florida.

11:40 AM - 12:40 PM Ins and Out of Guardian Advocacy

Ins and Out of Guardian Advocacy

Friday, July 20 11:40 AM - 12:40 PM

CEUs: 1

The Florida statutes requires a determination of whether a plenary guardianship would be better filled as a guardian advocacy under 393, but the concept is still highly misunderstood.

  • Neil T. Lyons, Esq.

    Neil T. Lyons, Esq.: is an attorney licensed to practice in the State of Florida. He resides in Sarasota with his wife Mary and their sons Luke and Dylan. He has been a Sarasota resident since 1995 and attended Cardinal Mooney High school graduating with the class of 1999. He attended University of South Florida and was awarded his Bachelor’s degree in 2004, and further attended the University of South Florida for graduate studies earning his Master’s degree in Education in 2008. He attended Stetson University College of Law and earned his Juris Doctorate in 2011.

    Neil has been a member of the Florida bar since 2011 and has previously practiced in the area of commercial insurance coverage specifically for construction defect disputes.  He has been an attorney at Boyer & Boyer, P.A., since September 2014 and his areas of legal practice include Guardianship, Probate, and Trust Administration.  During his tenure at Boyer & Boyer, P.A., his dedication to serving poor and indigent clients has been recognized by Legal Aid of Manasota who named him Pro Bono attorney of the Quarter in 2016.  Neil is currently the Chair of the Elder Law Section for the Sarasota County Bar Association.

    He is the author of a chapter included in the book Law, Justice, and Miscommunications: Essays in Applied Legal Philosophy, (Vanderplas, 2011). His chapter explores a European Legal theory and its application to modern legal systems.

11:40 AM - 12:40 PM Personalized Conflict Resolution Role-Playing Simulations

Personalized Conflict Resolution Role-Playing Simulations

Friday, July 20 11:40 AM - 12:40 PM

CEUs: 1

A  course in basic improv techniques and how to apply them to conversations regarding guardianships and speaking to people with Anosognosia.

  • Glenn Krasny

    Glenn Krasny is a Professional Guardian, Professional Guardian Course Provider and a performer at heart.  Among other professions, he has worked as an actor, musician, stand-up comedian, street mime, busker, stage performer, stunt man and most recently international ballet performer.  He specializes in universal communication techniques that focus on body language, specific directional messages, energy and improvisational skills.

12:40 PM - 02:25 PM Lunch

Lunch

Friday, July 20 12:40 PM - 02:25 PM

CEUs: 0

Includes 1.5 CEU

Taking your Place at the Table -Joseph Bensmihen

  • Lunch

    Includes 1.5 CEU

    Taking your Place at the Table -Joseph Bensmihen

12:55 PM - 02:25 PM Taking Your Place at the Table

Taking Your Place at the Table

Friday, July 20 12:55 PM - 02:25 PM

CEUs: 1

  • Joseph Bensmihen

    At age six, Joseph Bensmihen walked into Prime Minister Pierre Trudeau’s office, asked for an immediate meeting with him, and got it. Five years later, he was the first disabled Canadian student to be mainstreamed in a public school.
    As an adult, JB has been a highly successful business owner, an advisor to
    many members of Congress, the former President of the Private Care Association, the Vice President of Evergreen Private Care in Houston, the director of the David Bensmihen Charitable Foundation, a member of the Board of Overseers for the men’s undergraduate college at Yeshiva University, a highly sought-after speaker, and a strong advocate for the disabled. His first book, Taking Your Place at the Table: The Art of Refusing to Be an Outsider, will be published in October 2017 by Morgan James.
    JB lives in St. Petersburg, Florida, where he serves as President and CEO of St. Pete Care at Home.

02:45 PM - 03:45 PM Travel the World of Guardianship without Losing Your Luggage

Travel the World of Guardianship without Losing Your Luggage

Friday, July 20 02:45 PM - 03:45 PM

CEUs: 1

Technology is a must for a successful Guardianship business,but not at the risk of security. Learn to travel the world of guardianship without losing your luggage. Topics include, security controls, risk management, and ways to decrease your risk for HIPPA violations. We’ll debunk common myths and share tips for HIPPA compliance and internet safety so that you can use technology with confidence to get where you are going, whatever your destination

  • Laura Elder

    Laura Elder has a Bachelor’s Degree in Management and Human Relations. Her career, which began in marketing and fundraising, introduced her to numerous contact management/financial management programs providing valuable experience in client data management. Since joining SEM Applications, Inc. in June 2011, she has trained intensively with SEM professional computer programmers/database administrators to expand her knowledge to include the unique aspects of guardianship management software. By working daily with offices of varying sizes (from family guardians to state agencies) as a project manager and implementation specialist, Ms. Elder is able to combine her experience, professional training, and information about different methodologies and best practices to assist other Guardians and Fiduciaries.

02:45 PM - 03:45 PM Guardians, Guns and Gun Slinging Wards

Guardians, Guns and Gun Slinging Wards

Friday, July 20 02:45 PM - 03:45 PM

CEUs: 1

  • Philip Howard

    Philip V. Howard is an associate with Osterhout & McKinney. He practices elder law, specifically in the areas of Guardianship, Fiduciary Litigation, and Estate Planning. He grew up in Southwest Florida, having lived here for the past 12 years. He received his bachelor’s degree in business management from Southeastern University in Lakeland, Florida in 2009. He then
    received his Juris Doctorate from the Florida International University College of Law in Miami, Florida in 2013.

    While in Law School, Mr. Howard participated in the school’s clinical and externship programs. In addition, he was privileged to serve as President of the law school’s Federalist Society Student Chapter in his third year.
    While not practicing law, Mr. Howard volunteers his time playing electric guitar at McGregor Baptist Church. In addition, he also enjoys playing and watching basketball.

    Areas of Practice:- Guardianship  – Fiduciary Litigation  – Estate Planning

     

02:45 PM - 03:45 PM Advanced Decision Making in Guardianship of the Persons Guardianship 401

Advanced Decision Making in Guardianship of the Persons Guardianship 401

Friday, July 20 02:45 PM - 03:45 PM

CEUs: 1

Presentation and analysis of hypothetical that present more complex issues for guardians, specifically guardian of the person, incorporating standards of practice for decision making.

  • Arin Norris, JD, NMG

    Born and raised in Indiana, Arin K. Norris graduated from the
    Honors College at Ball State University in 1995 as a political
    science major. Recognized for pro bono service during law
    school, Arin earned her Juris Doctorate in 1999 from Indiana
    University School of Law-Indianapolis. Arin was admitted to the
    Indiana Bar in 1999, and remains an attorney there in good
    standing.
    After law school, Arin worked in the Indiana Consumer
    Protection Division under Attorney Generals Jeff Modisett and
    Karen Williams. She also completed a certified law internship
    with Marion County Prosecutor Scott Newman, before moving on
    to run the Oversight Division for the Department of Workforce Development. More recently,
    Arin became a Nationally Master Guardian and provides guardianship services to
    elderly and disabled adults through the non-profit organization Lutheran Services
    Florida. Arin is also an Indiana registered family law mediator. She was serves on the
    Board of Directors for the National Guardianship Association, and is Co-Chair of the
    Membership Committee, serving also on the State Affairs Committee and the
    Conference Committee.
    In addition to her legal background, Arin has worked with those struggling with homelessness,
    mental illness and unemployment. She has also served as a Court Appointed Special
    Advocate/Guardian Ad Litem. Arin has been trained as a forensic interviewer under the

02:45 PM - 03:45 PM **Elder Exploitation

**Elder Exploitation

Friday, July 20 02:45 PM - 03:45 PM

CEUs: 1

Lecture covers Florida statute addressing elder exploitation, remedies and indicators guardian should be conscious of when on duty.

  • Alex Cuello, Esq

    Alex Cuello, Esquire, the principal shareholder of the Law Office of Alex Cuello, P.A. in Miami, has been admitted to practice law in Florida since 1996.

    B.A. from Florida International University

    Law Degree from St. Thomas University

    Master of Laws degree in Elder Law from Stetson University.

    Mr. Cuello’s practice focuses on elder law with an emphasis in the areas of probate administration and litigation, guardianship administration and litigation, estate planning and Medicaid planning.

    Mr. Cuello serves on the Executive Counsel of the Elder Law Section of The Florida Bar, teaches the court approved Professional Guardian and Family Guardianship Courses. Mr. Cuello is Board Certified by The Florida Bar as a specialist in Elder Law and is “AV” Rated by Martindale-Hubbel.

02:45 PM - 03:45 PM Personalized Conflict Resolution Role-Playing Simulation

Personalized Conflict Resolution Role-Playing Simulation

Friday, July 20 02:45 PM - 03:45 PM

CEUs: 1

A  course in basic improv techniques and how to apply them to conversations regarding guardianships and speaking to people with Anosognosia.

  • Glenn Krasny

    Glenn Krasny is a Professional Guardian, Professional Guardian Course Provider and a performer at heart.  Among other professions, he has worked as an actor, musician, stand-up comedian, street mime, busker, stage performer, stunt man and most recently international ballet performer.  He specializes in universal communication techniques that focus on body language, specific directional messages, energy and improvisational skills.

02:45 PM - 03:45 PM Video Interview Sessions

Video Interview Sessions

Friday, July 20 02:45 PM - 03:45 PM

CEUs: 1

Rothstein Media will interview professionals regarding their experiences in the guardianship world.

  • Al Rothstein

    Al Rothstein’s Facilitator Background

    Al Rothstein has been helping clients succeed with their speeches and media appearances for more than twenty years. Prior to that, he was an award-winning television and radio reporter and anchor, non-profit executive director and a volunteer in his communities. It is this experience on all sides that gives Al a unique insight into how you can deliver messages to media representatives, live audiences and potential clients with mutually beneficial results.

    Al has been working with FSGA for two years.

    Some of his spokesperson training clients include:

    • American Express
    • American Judicature Society
    • Florida Circuit Judges
    • American Society of Association Executives
    • Community Associations Institute
    • Florida Independent Automobile Dealers Association
    • Food Industry Association Executives
    • Hospitality Sales & Marketing Association International
    • Meeting Professionals International
    • National Soft Drink Association

02:45 PM - 03:45 PM Public Guardian In-Person Quarterly Meeting 2018

Public Guardian In-Person Quarterly Meeting 2018

Friday, July 20 02:45 PM - 03:45 PM

CEUs: 1

  • Michael Mc Keon, Esq Senior Attorney

    Michael attended the University of Florida, graduating in 2002 with a degree in Exercise Physiology. He attended Florida State University College of Law, where he was a member of the Florida State Law Review, receiving his J.D. in 2007. Since then, Michael has practiced as a civil litigation attorney. Practice areas included personal injury claims, civil rights actions, employment litigation, construction litigation, class actions, nursing home litigation, professional malpractice claims, products liability actions, and insurance coverage disputes. Presently, Michael serves as the Senior Attorney for the Office of Public and Professional Guardians, and oversees the investigation of registered professional guardians.

  • Amelia Milton, Deputy Director

    Amelia works as the Deputy Director for the Office of Public and Professional Guardians, formerly the Statewide Public Guardianship Office at the Florida Department of Elder Affairs. At OPPG, Amelia oversees the staff in registration and continuing education for professional guardians, as well as leads the monitoring team for public guardian program annual audits. Amelia began her work with an elder law firm in Tallahassee, specializing in guardianship. Since that time, she has worked as a Training and Education Specialist for the Agency for Persons with Disabilities (APD). At APD, Amelia conducted trainings for agency staff on legal representation and self-auditing. Since 2007, Amelia has been a partner at Curva and Associates, LLC, serving as an evaluator and project consultant. Amelia has been a co-author of the Florida Department of Education reports for the legislature, and served as an evaluator and project team member for the Florida Developmental Disabilities Council, Inc. study of restoration of capacity for persons under guardianship in Florida, recently published by Stetson University’s Journal of International Aging Law & Policy. Amelia also participate in the Model Approaches to Legal Services Delivery Mechanisms Phase II project, funded by the Administration on Community Living (ACL), and Florida’s Eldercaring Coordination pilot program.

  • Carol Berkowitz, M.A. Esq

    Carol Berkowitz, MA, Esq. is currently the Executive Director at the Office of Public and Professional Guardians (OPPG) housed within the Florida Department of Elder Affairs. She is also an Adjunct Professor at the FSU College of Social Work. Carol has a Master’s Degree in Gerontology from the University of South Florida and a Juris Doctorate from the Florida State
    University College of Law. She previously worked as the Sr. Director of Quality Affairs at the Florida Health Care Association and also served as the Director of Government Affairs at Florida Health Care Association. She worked with Leading Age Florida for almost 10 years as the Sr.
    Director of Regulatory and Legal Affairs and prior to that at the Florida Dental Association for 11 years as a lobbyist. In addition to 25 years of Association work, Carol has extensive knowledge of long-term care regulations, public policy, and advocacy.

04:05 PM - 05:35 PM OPPG and the Clerk’s Statewide Investigations

OPPG and the Clerk’s Statewide Investigations

Friday, July 20 04:05 PM - 05:35 PM

CEUs: 1

In the update , the office of public and professional guardians and the clerk’s statewide investigations alliance shares important information about complaints, investigations and disciplining processes. There will be an opportunity to ask the panel questions.

  • Carol Berkowitz, M.A. Esq

    Carol Berkowitz, MA, Esq. is currently the Executive Director at the Office of Public and Professional Guardians (OPPG) housed within the Florida Department of Elder Affairs. She is also an Adjunct Professor at the FSU College of Social Work. Carol has a Master’s Degree in Gerontology from the University of South Florida and a Juris Doctorate from the Florida State
    University College of Law. She previously worked as the Sr. Director of Quality Affairs at the Florida Health Care Association and also served as the Director of Government Affairs at Florida Health Care Association. She worked with Leading Age Florida for almost 10 years as the Sr.
    Director of Regulatory and Legal Affairs and prior to that at the Florida Dental Association for 11 years as a lobbyist. In addition to 25 years of Association work, Carol has extensive knowledge of long-term care regulations, public policy, and advocacy.

  • Anthony Palmieri, JD, CIA, CIGI, CIGA, CCSA

    Anthony is the Deputy Inspector General and Chief Guardianship Investigator in the Clerk & Comptroller for Palm Beach County’s accredited Division of Inspector General. Anthony is a nationally-recognized expert and speaker on guardianship fraud. He is a Board Member for the
    Florida State Guardianship Association and the National Guardianship Association. He was recently appointed to the Florida Working Interdisciplinary Network of Guardianship Stakeholders (WINGS) by the Chief Justice of the Florida Supreme Court. Anthony serves as the
    Administrative Coordinator for the Clerks’ Statewide Investigations Alliance.

  • The Honorable Sharon R. Bock, Esq

    Clerk & Comptroller Sharon R. Bock was first elected in November 2004 and is now in her fourth four-year term. As Clerk & Comptroller, she serves a local population of more than 1.3 million citizens as the County’s Chief Financial Officer, Treasurer and Auditor, Clerk of the Circuit Court,
    County Recorder and Clerk of the Board of County Commissioners. Clerk Bock was honored last year as the National Guardianship Association Member of the Year; and she is the President of the Florida Clerks of Court and Comptrollers Association.

Saturday, July 21
07:30 AM - 08:00 AM Breakfast

Breakfast

Saturday, July 21 07:30 AM - 08:00 AM

CEUs: 0

  • Breakfast

08:00 AM - 09:30 AM What’s New with OPPG: Registration and Complaints

What’s New with OPPG: Registration and Complaints

Saturday, July 21 08:00 AM - 09:30 AM

CEUs: 1

In this session, OPPG will discuss changes that will be implemented for professional guardian registration. Additionally, OPPG staff will cover questions and answers related to professional guardian complaints and investigations, standards of practice and disciplinary guidelines, the 40-hour course and exam, and public guardianship programs statewide.

  • Michael Mc Keon, Esq Senior Attorney

    Michael attended the University of Florida, graduating in 2002 with a degree in Exercise Physiology. He attended Florida State University College of Law, where he was a member of the Florida State Law Review, receiving his J.D. in 2007. Since then, Michael has practiced as a civil litigation attorney. Practice areas included personal injury claims, civil rights actions, employment litigation, construction litigation, class actions, nursing home litigation, professional malpractice claims, products liability actions, and insurance coverage disputes. Presently, Michael serves as the Senior Attorney for the Office of Public and Professional Guardians, and oversees the investigation of registered professional guardians.

  • Amelia Milton, Deputy Director

    Amelia works as the Deputy Director for the Office of Public and Professional Guardians, formerly the Statewide Public Guardianship Office at the Florida Department of Elder Affairs. At OPPG, Amelia oversees the staff in registration and continuing education for professional guardians, as well as leads the monitoring team for public guardian program annual audits. Amelia began her work with an elder law firm in Tallahassee, specializing in guardianship. Since that time, she has worked as a Training and Education Specialist for the Agency for Persons with Disabilities (APD). At APD, Amelia conducted trainings for agency staff on legal representation and self-auditing. Since 2007, Amelia has been a partner at Curva and Associates, LLC, serving as an evaluator and project consultant. Amelia has been a co-author of the Florida Department of Education reports for the legislature, and served as an evaluator and project team member for the Florida Developmental Disabilities Council, Inc. study of restoration of capacity for persons under guardianship in Florida, recently published by Stetson University’s Journal of International Aging Law & Policy. Amelia also participate in the Model Approaches to Legal Services Delivery Mechanisms Phase II project, funded by the Administration on Community Living (ACL), and Florida’s Eldercaring Coordination pilot program.

  • Carol Berkowitz, M.A. Esq

    Carol Berkowitz, MA, Esq. is currently the Executive Director at the Office of Public and Professional Guardians (OPPG) housed within the Florida Department of Elder Affairs. She is also an Adjunct Professor at the FSU College of Social Work. Carol has a Master’s Degree in Gerontology from the University of South Florida and a Juris Doctorate from the Florida State
    University College of Law. She previously worked as the Sr. Director of Quality Affairs at the Florida Health Care Association and also served as the Director of Government Affairs at Florida Health Care Association. She worked with Leading Age Florida for almost 10 years as the Sr.
    Director of Regulatory and Legal Affairs and prior to that at the Florida Dental Association for 11 years as a lobbyist. In addition to 25 years of Association work, Carol has extensive knowledge of long-term care regulations, public policy, and advocacy.

09:50 AM - 10:50 AM COPD and CHF

COPD and CHF

Saturday, July 21 09:50 AM - 10:50 AM

CEUs: 1

This sessions will focus on preventing an exacerbation of COPD and CHF. It will also teach the student to be able to recognize the signs of COPD to prevent readmission.

  • Howard Ingham, RRT

    Howard started in 1994 as a Registered Respiratory Therapist worked in the Hospital setting for 3 years then started his own company, Premier Pulmonary Service.

09:50 AM - 10:50 AM Having the Difficult Conversations Using Improv Techniques

Having the Difficult Conversations Using Improv Techniques

Saturday, July 21 09:50 AM - 10:50 AM

CEUs: 1

A course in basic improv techniques and how to apply them to conversations renegading guardianship and speaking to people with Anosognoia.

  • Glenn Krasny

    Glenn Krasny is a Professional Guardian, Professional Guardian Course Provider and a performer at heart.  Among other professions, he has worked as an actor, musician, stand-up comedian, street mime, busker, stage performer, stunt man and most recently international ballet performer.  He specializes in universal communication techniques that focus on body language, specific directional messages, energy and improvisational skills.

09:50 AM - 10:50 AM Reverse Mortgages-Moving Forward in Reverse

Reverse Mortgages-Moving Forward in Reverse

Saturday, July 21 09:50 AM - 10:50 AM

CEUs: 1

As seniors live longer more and more of them are facing financial challenges. A Reverse Mortgage is a unique mortgage product that allows a homeowner (62+) to tap the equity in their home to help pay expenses without the need of making a monthly mortgage payment. Learn the detail of how reverse mortgages work and the benefits that this type of loan can provide to senior homeowners.

  • JD Dinnocenzo

    CROSS COUNTRY MORTGAGE Certified Mortgage Planner, Certified Senior Advisor, Licensed Mortgage Banker

09:50 AM - 10:50 AM **Hoarding-The People Under The Trash

**Hoarding-The People Under The Trash

Saturday, July 21 09:50 AM - 10:50 AM

CEUs: 1

How to identify a hoarder, the difference with  clutter and hoarding and  how to help a hoarder. Resources on how to help a hoarder .

  • Laura Spaulding- Koppel

    Laura Spaulding is the owner of Spaulding Decon the first nationally franchised decontamination service to offer crime scene hoarding and meth lab clean up throughout the United States.  Spaulding worked several years in law enforcement working narcotics and vice in Kansas City’s toughest neighborhoods. Since 2006, Spauldings leadership has helped the company grow by 50% each year  She has completed cleanups throughout the US and can perform decontaminations in accordance with the laws and regulations of all 50 states.

09:50 AM - 10:50 AM Supporting Wards with International Assets

Supporting Wards with International Assets

Saturday, July 21 09:50 AM - 10:50 AM

CEUs: 1

With a more mobile population , people now live and work around the world and buy property, open bank accounts and have in other countries. This presentation looks at what a guardian should do if they discover that one of their wards has assets abroad.

  • Adrian Mundell

    Adrian Mundell is a partner in Ashtons Legal, a Law Form in the UK and he is head of the Court Protection Team at the Firm.  Adrian has over twenty year experience in managing the financial affairs of clients who do not have capacity.  He is currently appointed s a Deputy under the Court of Protection for in excess of 70 clients.  He is a member of the International Guardianship Network and the National Guardianship Association.

09:50 AM - 10:50 AM Video Interview Sessions

Video Interview Sessions

Saturday, July 21 09:50 AM - 10:50 AM

CEUs: 0

Rothstein Media will interview professionals regarding their experiences in the guardianship world.

  • Al Rothstein

    Al Rothstein’s Facilitator Background

    Al Rothstein has been helping clients succeed with their speeches and media appearances for more than twenty years. Prior to that, he was an award-winning television and radio reporter and anchor, non-profit executive director and a volunteer in his communities. It is this experience on all sides that gives Al a unique insight into how you can deliver messages to media representatives, live audiences and potential clients with mutually beneficial results.

    Al has been working with FSGA for two years.

    Some of his spokesperson training clients include:

    • American Express
    • American Judicature Society
    • Florida Circuit Judges
    • American Society of Association Executives
    • Community Associations Institute
    • Florida Independent Automobile Dealers Association
    • Food Industry Association Executives
    • Hospitality Sales & Marketing Association International
    • Meeting Professionals International
    • National Soft Drink Association

11:10 AM - 12:10 PM **Safety Concerns for Early/Middle Stage Alzheimer’s Disease and Dementia Clients

**Safety Concerns for Early/Middle Stage Alzheimer’s Disease and Dementia Clients

Saturday, July 21 11:10 AM - 12:10 PM

CEUs: 1

This Presentation focuses on Early/Middle stage ADRD clients and the safety concerns that guardians and families should be aware of when planning for the future. Driving, Medication Management, Sun-downing, wandering, falls and cooking safety concerns are addressed.

  • Tammy DeCaro MSM CDAL



    Tammy has more than 25 years’ experience in a variety of healthcare environments including hospice, home health, Long Term Care Insurance and pharmaceutical sales covering sales, operations and clinical management. She is an innovative and seasoned executive level Healthcare leader and speaker in the industry. She holds both a Master’s and Bachelor’s degree from Indiana Wesleyan University in Business Management and is currently pursuing a DBA in Healthcare Administration. She is a Virtual Dementia Tour Certified Trainer, a Certified Trainer for NCCDP Alzheimer’s and Dementia Seminar and a Certified Dementia Professional. Tammy is passionate about Alzheimer’s/Dementia care and dedicates time to speak to the community and educate other healthcare professionals on how best to serve these very special clients. She lives in Naples with her husband, two children and three therapy dogs.

11:10 AM - 12:10 PM Is There A Link Between Dementia and the Food We Eat

Is There A Link Between Dementia and the Food We Eat

Saturday, July 21 11:10 AM - 12:10 PM

CEUs: 1

Understand why there is an increase in Dementia and why we are seeing dementia ruin the lives of people in their 40’s, 50’s and 60’s. Find out the link between Diabetes Type 2 and Dementia, how the food we eat can exacerbate or delay the progression of this disease; in your and the life of your clients.

  • Chrisanna Harrington- Wright MA, RDN, LMHC

    Chrisanna is a 21 year resident of Punta Gorda, Florida. She is originally from Milwaukee, Wisconsin.

    Educational Background:

    Bachelor of Science in Dietetics from University of Wisconsin-Madison

    Master of Arts degree in Counseling from Webster University

    Professional Licenses include

    Registered and Licensed Dietitian for over 30 years

    Licensed Mental Health Counselor for 12 years

    And most recently Licensed Professional Guardian

    She is the owner of Nutegra Mental Health and Nutrition since 2002, a local company that provides nutrition and counseling to the community and to rehab/nursing facilities in Charlotte County.

    Chrisanna is a published author of “Held Close by an Angel” as well as has authored many newspaper and magazine articles in local papers on nutrition, aging, and relationships.

    She has practiced what she teaches for over 30 years, enjoys biking and rowing regularly and enjoys entertaining her friends and family with nourishing meals for their heart and soul!

11:10 AM - 12:10 PM The Basics on ABLE Accounts

The Basics on ABLE Accounts

Saturday, July 21 11:10 AM - 12:10 PM

CEUs: 1

  • John Finch

    John Finch is the Director of ABLE United, Florida’s qualified ABLE program, which was established in 2016 to encourage and assist people with disabilities to save private funds to support health, independence and quality of life. John has more than 12 years of experience advocating on behalf of the state’s disability community – before taking on his current role, he spent 10 years at The Arc of Florida serving in a variety of capacities. To date, ABLE United has provided more than 1,500 Floridians with disabilities a new way to save, and John has given more than 50 presentations educating individuals with disabilities, families and advocacy organizations on the benefits.

11:10 AM - 12:10 PM **Medications and The Elderly-What Guardians Should Know

**Medications and The Elderly-What Guardians Should Know

Saturday, July 21 11:10 AM - 12:10 PM

CEUs: 1

The Course is designed to help guardians over see the medication requirements of their clients and know what to look for. Knowing who to questions when there is an issue.

 

  • Herman Hale RN

    Herman has been in nursing for 29 years. He has an extensive history in psychiatric and geriatric nursing.  He has been a member of the Marion County Examining Committee for 16 years and has been a professional guardian since 2002. He serves as the president of the Heart of Florida Chapter of the FSGA in Marion County.

11:10 AM - 12:10 PM Fiduciary Best Practices and Secrets to Grow Your Business

Fiduciary Best Practices and Secrets to Grow Your Business

Saturday, July 21 11:10 AM - 12:10 PM

CEUs: 1

This introductory course will cover the fiduciary life cycle (from application to termination) ; the general purpose of a fiduciary and roles and limitations of various fiduciary appointments. Further participants will develop a “working” understanding of mental health disorders and the systems designed to assist persons with mental illness.

  • Atty. Michael Mackniak

12:25 PM - 01:25 PM Successor Guardianship-Two sides of the Same Coin

Successor Guardianship-Two sides of the Same Coin

Saturday, July 21 12:25 PM - 01:25 PM

CEUs: 1

This session will present strategies for avoiding the perils and the problems when you are considering accepting a successor case or when you are seeking a successor guardian.

  • Irene Rausch, NMG

    Irene Rausch has served as professional guardian since 1982. She holds a Master’s Degree in Applied Anthropology and earned the National Master Guardian certification in 2000. She served as President of the Guardian Association of Pinellas County (1987, 1988, 2012, 2013) and developed and conducted the initial 40 hour training at St. Petersburg Junior College in 1988. Irene also served as President of the Florida State Guardianship Association (1989, 1990) and coordinated the first state guardianship conference St. Petersburg in 1987.
    Irene was elected as a charter member of the NGA Board of Directors in 1988 and served for 9 years on the Board. During her term, she served as Conference Chairman for 6 years. While on the NGA board she assisted with the development of the NGA Registered Guardian Handbook, 8 hour training and initial exam for RG certification. Irene has personally conducted 121 40 hour guardian training programs in Pinellas and Hillsborough counties since 1989 and is the author of “A Practical Guide to Guardianship.”

12:25 PM - 01:25 PM Guardianship Proceedings for Foster Youth with Disabilities-How to Fill The Need

Guardianship Proceedings for Foster Youth with Disabilities-How to Fill The Need

Saturday, July 21 12:25 PM - 01:25 PM

CEUs: 1

In 2015, the Florida Legislature passes the Regis Little Act. It mandated procedures for children with severe disabilities in foster care who are 17 or older. this presentation will introduce how FSGA memebers can participate in this process.

  • Gerard Glynn JD, MA, LL.M

    Gerry Glynn is the Chief Legal Officer for Community Based Care of Central Florida – Holdings. Prior to joining the agency, Gerry enjoyed a career representing children and families as an attorney for more than 25 years.  He has been involved with many non-profits serving on numerous boards of directors, including the National Association of Counsel for Children and the City of Life Foundation. Additionally, Gerry was the founding Executive Director of Florida’s Children First. Gerry is a Board Certified Juvenile Law Specialist in Florida.

    As a law professor for more than two decades, Gerry taught at Georgetown, Florida State, University of Arkansas at Little Rock and Barry University. As a clinical law professor, he led major reforms in several law school skills programs. Finally, he is a nationally renowned lecturer on children’s law topics and has published several articles and chapters of books.

    Gerry received his undergraduate degree in 1985 from St. Louis University, St. Louis, MO and his law degree in 1989 from American University, Washington College of Law, Washington, DC where he graduated cum laude.  In 1991, he received his Masters in Justice also from American University, and in 1993 he received his Masters in Legal Advocacy from Georgetown University Law Center.  Gerry is admitted to practice law in Florida, District of Columbia, Maryland and Arkansas.

  • Catherine E. Davey JD LL.M

    For nearly twenty-five years, Catherine Davey has practiced law. Catherine began practicing law near St. Petersburg, representing the State of Florida, Agency for Health Care Administration during their fledgling efforts to recover from estates in Florida for Medicaid liens. Since that time, she has been in practice here in Orlando. For the past seventeen years, she had her own firm and continues to focus her practice in the areas of probate, guardianship, guardian advocacy, estate planning and the drafting and implementation of Special Needs Trusts for the physically and developmentally disabled.

    She received her Bachelor of Arts from the George Washington University in Washington, DC, her Juris Doctor from Stetson University’s College of Law in St. Petersburg, Florida and her Master of Laws in Transnational Business Practice from the University of the Pacific’s McGeorge School of Law in Sacramento, California.

12:25 PM - 01:25 PM Advocating For Nursing Home Residents, Nursing Home Residents Rights Under The Revised Federal Regulations

Advocating For Nursing Home Residents, Nursing Home Residents Rights Under The Revised Federal Regulations

Saturday, July 21 12:25 PM - 01:25 PM

CEUs: 1

How to advise your clients who are residents of nursing homes of their rights and appropriate remedies in matters such as transfer and discharge quality of care and related issues. Using case studies this session will also address the new federal nursing home regulations adopted by CMS ,effective November 28th,2016. This is most comprehensive revision of federal nursing home regulations since 1989.

  • Edwin M. Boyer Esq.

     

    Edwin M. Boyer is a Florida Bar Board Certified Elder Law Attorney and a member of the law firm of Boyer & Boyer, P.A. Mr. Boyer has practiced law in Sarasota, since 1978.  He received his Law degree from Stetson University College of Law in 1978, and he holds a Bachelors, Masters and Educational Specialist Degree from the University of South Florida.

    Mr. Boyer is past President of the National Academy of Elder Law Attorneys, and a fellow in the Academy.  He is also a distinguished fellow in the Canadian Center for Elder Law.

    Mr. Boyer practices in the area of Elder Law with an emphasis on guardianship, estate planning and administration, advance directives, end of life issues, nursing home resident’s rights, and elder exploitation. He is a co-author of the book, Planning for the Elderly in Florida, and  he speaks nationally and internationally on elder law issues.  He has been an adjunct professor of law at Law at Stetson University College of Law since 2004.  In 2012 and 2013, Mr. Boyer was named the Borchard Distinguished Professional Lecturer in Elder Law at Stetson University College of Law.

    Mr. Boyer was also a Recorder at the 2nd Annual Wingspan Conference on Guardianship, Stetson University College of Law, 2001, and a delegate to the 3rd National Guardianship Summit: Standards for Excellence, Salt Lake City Utah, 201, Representing the National Academy of Elder Law Attorney’s.

12:25 PM - 01:25 PM What Is an SRES Designated Realtor: Why Guardians Should Use an SRES Realtor

What Is an SRES Designated Realtor: Why Guardians Should Use an SRES Realtor

Saturday, July 21 12:25 PM - 01:25 PM

CEUs: 1

What is an SRES designated Realtor? How they can assist Guardians with housing options and resources needed for a smooth transition for their clientele.

  • Heather Adams, Realtor, SRES

12:25 PM - 01:25 PM **Are You Prepared for the Hearing? ( What to expect at a Guardianship Hearing)

**Are You Prepared for the Hearing? ( What to expect at a Guardianship Hearing)

Saturday, July 21 12:25 PM - 01:25 PM

CEUs: 1

Learn from an experienced guardianship and probate litigator what you should expect to happen in the courtroom at contested and non-contested hearing, how to prepare for an upcoming hearing and ask questions you should be asking your attorney as the hearing approaches. Ms.Keller will provide guidance to prepare you for guardianship hearings, even on the most contested issues.

  • Pam Keller, Esq.

    Pamela Keller, Esq. specializes in civil litigation and practices elder law, guardianship, Medicaid planning and probate and trust administration. Ms Keller’s litigation practice includes commercial transactional, construction, real estate and exploitation litigation. Her elder law practice includes complex and contested guardianship and probate litigation, preparation of estate planning documents and Medicaid planning. Ms Keller has over thirty years of experience trying civil cases in New York and Florida in the Federal and State Courts. In addition to bringing cases to verdict, Ms. Keller also is skilled in alternative dispute resolution, appeals and administrative hearings. In her Elder law practice, she has developed a caseload of matters involving family fraud, successfully retrieving the assets and property taken from aged clients by unscrupulous family members.  As advocate for the elderly, Ms. Keller has helped bring about Florid legislation and program funding that aids in protecting families dealing with Alzheimer’s  disease and other forms of Dementia.

01:25 PM - 02:00 PM Lunch

Lunch

Saturday, July 21 01:25 PM - 02:00 PM

CEUs: 0

  • Lunch

02:00 PM - 03:00 PM Wings Update

Wings Update

Saturday, July 21 02:00 PM - 03:00 PM

CEUs: 1

  • Carol Berkowitz, M.A. Esq

    Carol Berkowitz, MA, Esq. is currently the Executive Director at the Office of Public and Professional Guardians (OPPG) housed within the Florida Department of Elder Affairs. She is also an Adjunct Professor at the FSU College of Social Work. Carol has a Master’s Degree in Gerontology from the University of South Florida and a Juris Doctorate from the Florida State
    University College of Law. She previously worked as the Sr. Director of Quality Affairs at the Florida Health Care Association and also served as the Director of Government Affairs at Florida Health Care Association. She worked with Leading Age Florida for almost 10 years as the Sr.
    Director of Regulatory and Legal Affairs and prior to that at the Florida Dental Association for 11 years as a lobbyist. In addition to 25 years of Association work, Carol has extensive knowledge of long-term care regulations, public policy, and advocacy.

  • Anthony Palmieri, JD, CIA, CIGI, CIGA, CCSA

    Anthony is the Deputy Inspector General and Chief Guardianship Investigator in the Clerk & Comptroller for Palm Beach County’s accredited Division of Inspector General. Anthony is a nationally-recognized expert and speaker on guardianship fraud. He is a Board Member for the
    Florida State Guardianship Association and the National Guardianship Association. He was recently appointed to the Florida Working Interdisciplinary Network of Guardianship Stakeholders (WINGS) by the Chief Justice of the Florida Supreme Court. Anthony serves as the
    Administrative Coordinator for the Clerks’ Statewide Investigations Alliance.

03:00 PM - 04:15 PM FSGA Annual Meeting and Exhibitor Giveaways/Raffles/Goodbye

FSGA Annual Meeting and Exhibitor Giveaways/Raffles/Goodbye

Saturday, July 21 03:00 PM - 04:15 PM

CEUs: 0

  • FSGA Annual Meeting and Exhibitor Giveaways/Raffles/Goodbye

04:30 PM - 05:15 PM FSGA Board of Directors-Meet and Greet with new board

FSGA Board of Directors-Meet and Greet with new board

Saturday, July 21 04:30 PM - 05:15 PM

CEUs: 0

  • FSGA Board of Directors-Meet and Greet with new board

Registration for this event is now closed. You can register onsite during the conference.