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

  • 8:30am-9am - Registration & Building Connections
  • 9am-12pm - PG|PC Basics 
  • 12pm-1pm - Lunch Break
  • 1pm-3pm - Court Accountings
  • 3pm-5pm - Inventory & Appraisals

2nd Day

  • 8:30am-9am - Building Connections
  • 9am-11am - Ethics 101
  • 11am-1pm - Documentation 101
  • 1pm-2pm - Lunch Break 
  • 2pm-4pm - PA Basics
  • 4pm Wrap Up & Dismissal

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.

PLEASE NOTE THE BELOW DISCLAIMERS

  • There are a total of 50 spots available for this Academy
  • Hotel rooms are on a first come, first serve basis and must be booked by the member attending the Academy - Members will not have to pay for hotel rooms up front as they are part of a room block that the Association is paying for. 
    • ​Please click here to reserve your hotel room in our room block.
  • 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

Ontario (San Bernardino) PA|PG|PC Basics Academy Training 2

  • April 19 - 20, 2023
  • DoubleTree by Hilton Hotel Ontario Airport
    222 N Vineyard Ave
    Ontario, California
    United States
    91764

Event Workshops

Academy- Inventories And Appraisals (2 Credits)

April 19, 2023  15:00 - 17:00
Fee: $0.00
Seats Remaining:30

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 - PA Basics (2 Credits)

April 20, 2023  14:00 - 16:00
Fee: $0.00
Seats Remaining:31

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.