PA|PG|PC Basics Academy Training Palm Springs

Select the Use button to add a tag to the body of your email. You may also use tags in the subject of your email by copying and pasting them directly in.

{FIRST_NAME}	Adds the recipients First Name.	Use
{LAST_NAME}	Adds the recipients Last Name.	Use
{COMPANY_NAME}	Adds the Company Name.	Use
{PORTAL_NAME}	Adds the application portals name.	Use
{MEMBER_NAME}	Adds the Recipients Membership name.	Use
{SIGNATURE_OPT_IN}	Adds the Opt-in link.	Use
{SIGNATURE_OPT_OUT}	Add the opt-out link.	Use
%signature%	Adds your preferred signature block.	Use
{Event_Start_Date}	Adds the Event's Start Date.(Events Only)	Use
{Event_End_Date}	Adds the Event's End Date.(Events Only)	Use
{Event_Name}	Adds the Event's Name.(Events Only)	Use
{Event_Description}	Adds the Event's Description.(Events Only)	Use
{Online_Training_Description}	Adds the Online Training Description.(Online Training Only)	Use
{Event_Specific_Dates}	Adds the Event's specific dates.(Events Only)	Use
{member_number}	Adds the Membership Number.	Use
{MemberSince}	Adds the Member Since Date.	Use
{CONTACTEMAIL}	Adds the Contact's Email Address.	Use
{CERTIFICATE_NUMBER}	Adds the Contact's Certificate Number	Use
{EVENTLOCATION}	Adds the Event's Location.	Use
{TOTALEVENTCREDITS}	The total number of credits that the contact has earned through the event tickets.	Use
{ASAPPEARSONBADGE}	Display the text of as appears field in the event setup.	Use
{contact_organization}	Displays the organization name of the contact.	Use
{RENEWALDATE}	Adds the Member Renewal Date in (yyyy-mm-dd).	Use
{MEMBERSHIP_YEAR}	Adds the Member's Membership Year	Use
{RENEWALDATE_MM-DD-YYYY}	Adds the Member Renewal Date in (mm-dd-yyyy).	Use
{LMS_CREDIT}	The number of credits the LMS course is worth for Continuing Education	Use
{COLLECTION_PERIOD_END-DATE_YYYY_MM_DD}	The end date of the CE collection period end date	Use
{LMS_COURSE_COMPLETION_DATE}	The completion date of the LMS course	Use
{INCEPTION_DATE}	Adds the Member Inception Date in (yyyy-mm-dd).	Use

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 - Networking
9am-12pm - PG|PC Basics
12pm-1pm - Lunch break
1pm-3pm - Documentation
3pm-5pm - Inventory & Appraisals

2nd Day

8:30am-9am - Networking
9am-11am - Ethics 101
11am-1pm - Court Accounting
1pm-2pm - Lunch break
2pm-4pm - PA 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
Our room block for the Palm Springs Academy is now closed. The Association will reimburse up to $219/night for up to two nights for accommodations if you still require a room(s).
Hotel rooms are on a first come, first serve basis.
- Members will not have to pay for their hotel rooms if they are part of the room block that the Association is paying for.
- To book your room in the Association's room block please follow the directions in the email you receive after registering.
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

PA|PG|PC Basics Academy Training Palm Springs - 13.0 Credits

April 1 - 2, 2024
Margaritaville Resort Palm Springs
1600 N Indian Canyon Dr
Palm Springs, California
United States
92262

Academy- PG|PC Basics (3 Credits)

April 1, 2024 09:00 - 12:00
Fee: $0.00
Seats Remaining:15

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

Academy- Documentation 101 (2 Credits)

April 1, 2024 13:00 - 15:00
Fee: $0.00
Seats Remaining:14

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- Inventories And Appraisals (2 Credits)

April 1, 2024 15:00 - 17:00
Fee: $0.00
Seats Remaining:14

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)

April 2, 2024 09:00 - 11:00
Fee: $0.00
Seats Remaining:15

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)

April 2, 2024 11:00 - 13:00
Fee: $0.00
Seats Remaining:15

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 - PA Basics (2 Credits)

April 2, 2024 14:00 - 16:00
Fee: $0.00
Seats Remaining:22

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.

Upcoming Events

CA PA|PG|PC 2024 Hol... January 1, January 15, February 19, March 29, May 27, July 4, September 2, November 11, November 28, November 29, December 24, December 25

Virtual Aspiring/Adv... May 2

PA|PG|PC Basics Acad... May 16
San Diego, California

Santa Clara County S... June 4
San Jose, California

Save the Date: CA PA... September 23
Garden Grove, California