Sacramento PA|PG|PC Basics Academy Training

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The health and safety of our staff and event attendees is our highest priority. As we continue to monitor guidance related to the coronavirus (COVID-19) from the Centers for Disease Control and Prevention (CDC) and the State of California, we are committed to taking appropriate precautions to provide a safe environment that does not place our staff or event attendees at undue risk nor cause a potential super-spreader event that could affect the communities we serve. As such, we will require all event attendees to follow the below guidelines while attending our Association in-person events:

The Executive Board has decided to continue with our current vaccination policy: attendees must be fully vaccinated meaning 2 doses of Pfizer or Moderna OR 1 dose of J&J (no booster shots are required). Attendees must provide their Covid-19 vaccination record to attend the academy as we are not accepting negative Covid-19 tests as an alternative. If you are unwilling to provide the required documentation you will not be allowed into an in-person event. Vaccination records need to be added as part of the event registration process.
We are currently not requiring that masks be worn during the training. However, the Association will uphold any local, state, and federal recommendations or mandates, that are in place during in-person event dates. If there is a local, state, or federal mask mandate in effect during an Association in-person event, any attendee that does not wear a mask, or wears it incorrectly, may be asked to leave the event. Refunds will not be granted to those that do not comply with this guidance.

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.

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 use the link below to book your hotel room
- Holiday Inn Reservation Link (You have until January 6, 2023 to book)
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

Sacramento PA|PG|PC Basics Academy Training

January 26 - 27, 2023
Holiday Inn Sacramento Downtown - Arena
300 J St.
Sacramento, California
United States
95814

Academy - PA Basics (2 Credits)

January 26, 2023 09:00 - 11:00
Fee: $0.00
Seats Remaining:35

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)

January 26, 2023 12:00 - 14:00
Fee: $0.00
Seats Remaining:33

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- Ethics 101 (2 Credits)

January 26, 2023 14:30 - 16:30
Fee: $0.00
Seats Remaining:33

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- Court Accountings (2 Credits)

January 27, 2023 11:00 - 13:00
Fee: $0.00
Seats Remaining:33

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- Documentation 101 (2 Credits)

January 27, 2023 09:00 - 11:00
Fee: $0.00
Seats Remaining:33

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- PG|PC Basics (3 Credits)

January 27, 2023 14:00 - 17:00
Fee: $0.00
Seats Remaining:35

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

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