34th Annual State Conference
Thursday, October 12, 2023
8:00am - 4:30pm
Rush Creek Golf Club
Maple Grove, MN 55311

2023 Conference Brochure

Agenda

8:00 – 8:25 am Check-in and registration, time with vendors
8:25 – 8:30 am Welcome by Megan Kelly, Conference Committee Chair
8:30 – 9:30 am Finding Your Fulcrum in a Post-Pandemic World: New word for a new time Sandy McGurran, MSW, LISW, CYT, CHC Fulcrum is defined as the point at which a lever rests and supports the pivot. In life, fulcrum is the balance between stressors and resilience. This session will address the fulcrum in a post-pandemic world including grief, loss, trauma and its balance of restoration and resilience.
9:30 – 9:45 am Break and time with vendors
9:45 – 10:45 am Guardian and Conservator Workshop: Case Studies, Megan C. Kelly of Northwood Law Group and Jon Davies of the Patrick Thomas Agency will introduce case studies and engage discussion.
10:45 – 11:00 am Break and time with vendors
11:00 – 12:00 pm Accessing Medical Assistance Benefits: Tips for preparing and applying as a fiduciary, Kari Shogren, Medical Assistance Paralegal at Northwoods Law Group PA, and Patty Dunlop, Legal Assistant at Schmitz, Schmidt & Anderson PA
12:00 – 12:45 pm Lunch and time with vendors
12:45 – 1:00 pm Annual Business Meeting, chaired by Eric Jonsgaard, President
1:00 – 2:00 pm “A View from the Bench” Referee Joel Olson, Ramsey County and Referee Susan Solheim, Clay County In this interactive session, the Judicial Officers will discuss best practices for guardians and conservators.
2:00 – 2:15 pm Break and time with vendors
2:15 – 3:15 pm Policy Advocacy in the 2024 Session: Impacts on Guardianships and Conservatorships, Sean Burke, J.D., and Amanda Vickstrom, Executive Director, Minnesota Elder Justice Center will explore likely proposals coming in the 2024 legislative session that may impact the work of guardians and conservators, as well as people under guardianship or conservatorships. Participants will learn the basics of participation in legislative and systems advocacy.
3:15 – 3:30 pm Break
3:30 – 4:30 pm Guardianship and Conservatorship Interactive Workshop, Moderator: Jon Davies, attendees will be broken into small groups and given an interesting guardianship/conservatorship fact pattern to work on together.
4:30 pm Closing Remarks and Door Prizes, Megan Kelly, Conference Committee Chair

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