PA|PG|PC Basics Academy Training Ontario

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TRAINING OVERVIEW

The Association's Academy trainings are for first time PA|PG|PC staff who need to understand the basics of the work they do, staff that have been on the job awhile but would like a refresher of the basics and Association partners interested in the work PA|PG|PC's do in California that may align with their own work.

Training agenda is as follows.

1st Day

8:00am - 8:30am Registration
8:30am -9:00am - Introductions
9:00am -11:00am - PA Basics
11:00am -1:00pm - Documentation
1:00pm - 2:00pm - Lunch on Your Own
2:00pm - 4:00pm - Inventory & Appraisals

2nd Day

8:00am - 8:30am - Networking
8:30am - 10:30am - Ethics
10:30am - 12:30pm - Court Accountings
12:30pm - 1:30pm - Lunch on Your Own
1:30pm - 4:30pm - PGPC Basics

Detailed descriptions of each class offered will be listed under each workshop and cover:

PA Basics (2 credits)
PG|PC Basics (3 credits)
Documentation 101 (2 credits)
Court Accountings (2 credits)
Inventory & Appraisals (2 credits) and
Ethics (2 credits)

You must select which workshops you will be attending as part of the ticket process. Your workshop selections will be used to track attendance at the event. You must sign up for at least 5 workshops or your registration will be canceled.

PLEASE NOTE THE BELOW DISCLAIMERS

If your membership is lapsed and you register for this event, your registration will be canceled one week before the event takes place. To attend you must either be a community partner or an active member.
There are a total of 50 spots available for this Academy
Hotel rooms are on a first come, first serve basis.
- Our room block will close on July 9th: Please reserve ASAP
- Members will not have to pay for their hotel rooms if they are part of the room block that the Association is paying for unless the reservation is canceled within 30 days of the event.
- The member must work at least 51 miles or more away from the training location qualify for a hotel room paid for by the Association.
- If you reserve a room through the Association and cancel within 30 days of the event, your county will be responsible for covering the fees incurred by the Association.
Academy rules and what travel costs will be reimbursed can be found here.
If you will be requesting reimbursement for the training, you will need to submit the travel reimbursement form as well as original receipts within 10 business days of the academy training.
- To receive a reimbursement, all of your receipts must be itemized.

PA|PG|PC Basics Academy Training Ontario - 13.0 Credits

August 12 - 13, 2025
DoubleTree by Hilton Ontario Airport
222 North Vineyard Avenue
Ontario, California
United States
91764

Academy - PA Basics (2 Credits)

August 12, 2025 09:00 - 09:00
Fee: $0.00
Seats Remaining:45

TRAINING OVERVIEW

The PA workshop is designed to provide a basic overview of Public Administration laws, codes and responsibilities including: making the decision to take on a case, searching for assets, and the general process for Probating an Estate as well as a public ethics review including aspects of fiduciary duty and ethical dilemmas.

This specific training focuses solely on the Public Administrator role though Public Guardians and Public Conservators and those in other related disciplines may benefit from the training as well.

Academy - Inventories And Appraisals (2 Credits)

August 12, 2025 14:00 - 16:00
Fee: $0.00
Seats Remaining:45

TRAINING OVERVIEW

The Inventories & Appraisals workshop is designed to provide basic information on how to prepare a court inventory and appraisal. It will cover proper forms, how to determine when the I&A must be sent to the Probate Referee, as well as answer questions regarding how to appropriately value property.

This specific training benefits Public Administrators, Guardians and Conservators as well as partners in other related disciplines that manage inventory issues.

Academy - Documentation 101 (2 Credits)

August 12, 2025 11:00 - 13:00
Fee: $0.00
Seats Remaining:45

TRAINING OVERVIEW

The Documentation 101 workshop is designed to provide a basic overview of basic documentation principles and standards, various documentation components and what not to include, items to be aware of for legal/court documentation as well as differences between electronic vs. handwritten documentation.

This specific training benefits Public Administrators, Guardians and Conservators as well as partners in other related disciplines that manage similar documentation issues.

Academy - Court Accountings (2 Credits)

August 13, 2025 10:30 - 12:30
Fee: $0.00
Seats Remaining:45

TRAINING OVERVIEW

The Court Accountings workshop is designed to provide basic information on how to prepare a court accounting as well as the recommended Judicial Council forms needed to complete the court accounting from beginning to end.

This specific training focuses solely on the Public Guardians and Conservators role though Public Administrators and those in other related disciplines may benefit from the training as well.

Academy - Ethics 101 (2 Credits)

August 13, 2025 08:30 - 10:30
Fee: $0.00
Seats Remaining:45

TRAINING OVERVIEW

The Ethics 101 workshop is designed to provide a basic familiarity with public service ethical concepts and fiduciary duties including the distinctions between fiduciary duty and public service duty, the importance of public perception regarding your ethics and to encourage thinking beyond legal restrictions.

This specific training benefits Public Administrators, Guardians and Conservators as well as partners in public service that are held to a higher fiduciary standard of performance.

Academy - PG|PC Basics (3 Credits)

August 13, 2025 13:30 - 16:30
Fee: $0.00
Seats Remaining:46

TRAINING OVERVIEW

The PG|PC Basics workshop is designed to provide a general overview of the following: criteria for establishing a Conservatorship; the powers, authorities, and legal aspects of filing a petition; managing the client's care and estate assets, including a review of basic public benefit programs; and documentation best practices that cover what should and should not be included in case documentation, the essential components of effective documentation and documentation for court reports.

This specific training focuses solely on Public Guardian and Public Conservator roles though Public Administrators and those in other related disciplines may benefit from the training as well

Upcoming Events

CA PA|PG|PC Holidays... February 17, March 31, May 26, July 4, September 1, November 11, November 27, November 28, December 24, December 25

Virtual: Membership ... June 25

Virtual: Membership ... July 16

Virtual: The Hidden ... July 17

PA|PG|PC Leadership ... August 14
Ontario, California