Thank you for attending the
33rd Annual State Conference
Thursday, October 13, 2022
8:00am - 4:30pm
In-Person at Rush Creek Golf Club or Virtual
Maple Grove, MN 55311
8:00 – 8:25 am check-in and registration, time with vendors
8:25 – 8:30 am Welcome, John Wehrly, Conference Committee Chair
8:30 – 9:30 am Session #1: Auditors • Conservator Account Audit and Review Programs
Alyssa Tretter, CAAP Lead Auditor; Ashley Farrow, CARP Reviewer
Conservatorship Auditors (from CAAP and CARP) will provide useful advice and insight into their processes,
as well as answer questions. Useful tips, common issues and resources.
9:30 – 9:45 am break and vendor fair
9:45 – 10:45 am Session #2: Business Practices • Good Business Practices for Fiduciaries
Jeannine R. Post, Post Fiduciary Services, LLC; Blair Jasper, Alternatives Supported Living Services, Inc.;
Moderators: Carolyn L. Paul, Carolyn L. Paul, LLC; Jon Davies, Patrick Thomas Agency
A panel of fiduciaries will share their tips and tools for vetting a case, setting up and maintaining case files,
keeping track of business expenses, invoicing, and home office organization, among other things. We anticipate
large audience participation so come prepared with questions or to share a business tip or best practice.
10:45 – 11:00 am break and vendor fair
11:00 – 12:00 pm Session #3: Workshop • Guardianship and Conservatorship Workshop
In this interactive workshop, attendees will be broken into small groups and given an interesting guardianship/
conservatorship fact pattern to work on together.
12:00 – 12:10 pm Annual Business Meeting, chaired by Eric Jonsgaard
12:10 – 1:00 pm lunch and vendor fair
1:00 – 2:00 pm Session #4: Judicial Officers • Q&A with the Bench: Judicial Officers Discuss Guardianship and Conservatorship
Referee Lori Skibbie, Hennepin County; Judge Michael K. Browne, Hennepin County;
Referee Joel Olson, Ramsey County
In this interactive session, the judicial officers from Hennepin County and Ramsey County will discuss best practices
for guardians and conservators.
2:00 – 2:15 pm break and vendor fair
2:15 – 3:15 pm Session #5: Civil Commitment
Civil Commitment 101: What every guardian needs to know about civil commitment
Zachary Lenschek, Hennepin County Medical Center, Karen Klement, Hennepin County Medical Center,
Reid Raymond, Hennepin County Attorney’s Office, and Dan Kufus, Mental Health Defense Attorney
This experienced panel will provide a detailed overview of the civil commitment process from start-to-finish.
Guardians will obtain a better understanding of the interplay between guardianship and civil commitment.
3:15 – 3:30 pm break
3:30 – 4:30 pm Session #6: That’s So Ableist: A Conversation About How Systems Unintentionally Promote Inequities
Allycia Wolff, Lead Guardianship Line Specialist, Center for Excellence in Supported Decision Making;
Kathleen Carlson, LSW, Volunteers of America, Center for Excellence in Supported Decision Making
Our language can stigmatize our clients rather than setting them up to be their best selves, valued, and listened
to for who they are. Join us for a discussion around why language matters and how the words we use to describe
clients may have unintended consequences.
4:30 pm Closing Remarks and Door Prizes, John Wehrly
2022 Vendors and Sponsors Include:
First Fiduciary Corp
Home Care Solutions MN