2026 Conference Handouts

A Beginner’s Guide to Applying the Standards Based on a Family Guardian’s Experience – Presentation

A Beginner’s Guide to Applying the Standards Based on a Family Guardian’s Experience – Handout

A Beginner’s Guide to Applying the Standards Based on a Family Guardian’s Experience – Quiz


A Practical Approach to Protecting Yourself from Litigation, and Preparing for When It Is Inevitable – Presentation


A Roadmap for Implementing Mandatory Guardian Training: From Policy to Practice – Presentation


Abuse, Violence, and Exploitation in Later Life – Presentation


Become a Student of the Game: Mastering the “Champion’s Ear” for Elite Outcomes – Champion’s Hub (Printable)

Become a Student of the Game: Mastering the “Champion’s Ear” for Elite Outcomes – Champion’s Hub (With Hyperlinks)

Become a Student of the Game: Mastering the “Champion’s Ear” for Elite Outcomes – Presentation


Building a Mission-Driven Guardianship Program from Scratch: Structure, Funding, and Survival – Presentation


Beyond Legal Authority: Communication Strategies for Working Effectively with Older Adults – Presentation


Carrying the Weight: Compassion Fatigue, Grief, and Resilience in Guardianship – Presentation


Connect with Colleagues and Grow in Your Role – Presentation


Considerations for International and Interstate Transfers of Guardianship – Presentation


Data-Driven Guardianship: Building a Case Acuity Scale in Maricopa County, AZ – Presentation


Ethics in Action: Navigating Family Conflict Through Assessment, Intervention, and Eldercaring Coordination – Eldercaring Conflict Checklist (ECC) Assessment

Ethics in Action: Navigating Family Conflict Through Assessment, Intervention, and Eldercaring Coordination – Eldercaring Coordination Packet

Ethics in Action: Navigating Family Conflict Through Assessment, Intervention, and Eldercaring Coordination – Family Court Review

Ethics in Action: Navigating Family Conflict Through Assessment, Intervention, and Eldercaring Coordination – Resources on Eldercaring Coordination


From Firefighting to Prevention: Proactive Guardianship Oversight That Protects Dignity and Reduces Risk – Presentation

From Firefighting to Prevention: Proactive Guardianship Oversight That Protects Dignity and Reduces Risk – Full Case Study Pages

From Firefighting to Prevention: Proactive Guardianship Oversight That Protects Dignity and Reduces Risk – Case Study Cards


From Overwhelm to Optimized: AI Solutions in Guardianship Work – Presentation

From Overwhelm to Optimized: AI Solutions in Guardianship Work – Annual Report Template

From Overwhelm to Optimized: AI Solutions in Guardianship Work – Monthly Assessment


Fundamentals of Special Needs Trusts – Presentation


Highlights of the 2025–2026 Legal & Legislative Review: Updates Guardians Need to Know – Presentation


Hoarding Essentials: What to Know and How to Help – Presentation


Hospice: Perspectives from Both Sides as a Hospice Chaplain and Licensed Fiduciary – Presentation


How a Guardian Ad Litem (GAL) Can Become a Guardian Angel – Presentation


Intention Before Impact – Presentation

Intention Before Impact – Reflection Guide


Judges’ Panel – Presentation


NCG and NMG Certifications: Proven Exam Strategies – Presentation


Professional Guardianships and Co-Guardians: Ethical Tensions in Autonomy, Conflict, and Fiduciary Duty – Presentation

Professional Guardianships and Co-Guardians: Ethical Tensions in Autonomy, Conflict, and Fiduciary Duty – NGA Standards


Reducing Documentation Drain: Workflow Systems for Guardianship Agencies – Presentation

Reducing Documentation Drain: Workflow Systems for Guardianship Agencies – The Guardian Workflow Field Guide


Securing Financial Protection Strategies Through the Legal Petition for Guardianship – Presentation


Show Me the Money! – Presentation

Show Me the Money! – Additional Information

Show Me the Money! – Locating Assets & Liabilities


Small Numbers, Big Consequences: What Monthly Brokerage Statements Reveal About Fiduciary Risk – Presentation


The Body Keeps the Caseload: Addressing Secondary Trauma in Guardianship – Presentation


The Deception of Undue Influence and Exploitation of Vulnerable Populations in Guardianship Investigations – Presentation


The Dirty Dozen: Twelve Practical and Ethical Traps to Avoid – Presentation


The Hospital-to-Guardianship Pipeline: A Media Investigation and Finding Solutions – Presentation


The Value of State Investment in Guardianship Reform Initiatives – Presentation


UGCOPAA Turns 10: Experiences from the Enacting States – Presentation


When Help Looks Like the Enemy: How Scammers Block Intervention – Presentation


Write It Right: Documentation That Protects You, Your Client, and Your Credibility – Presentation

Write It Right: Documentation That Protects You, Your Client, and Your Credibility – Additional Information