Thank You for Joining Us at the 2026 PFAC Northern Region Education Day
On September 17–18, 2026, professional fiduciaries from across Northern California gathered at Hayes Mansion in San Jose for the Professional Fiduciary Association of California's Northern Region Education Day. The program opened with a Hospitality Reception on Thursday evening, followed by a full Friday of general sessions, breakouts and time with exhibitors.
New and experienced fiduciaries came together to learn, earn continuing education credit and connect with peers. Care Indeed was proud to be among the exhibitors supporting the fiduciaries, care managers and families they serve.
Key Takeaways
A look back at the main sessions and the topics that matter most to fiduciaries and the families who rely on them.
Ethics in Everyday Practice
Jason Gaudy of Gaudy Law led a general session on applying fiduciary ethics and the PFB Code of Conduct in practice.
Self-Leadership for Fiduciaries
Dr. Jennifer Musselman of The Musselman Institute explored “The Fiduciary Behind the Fiduciary” and self-leadership for those who lead others.
End-of-Life Care Considerations
Dr. Sandy Trieu of Stanford Medicine covered palliative care, hospice and medical aid in dying as fiduciary considerations for California licensed professionals.
Mediation in Action
A closing panel of attorneys and fiduciaries walked through how mediation works in practice.
Event Highlights
Moments from a day of learning and connection at Hayes Mansion.
Thank You to Everyone Who Made It Happen
Our sincere thanks to the speakers who shared their expertise: Jason Gaudy, Dr. Jennifer Musselman, Frank Acuna, Tracy Regli, Dr. Sandy Trieu, Jon Henderson, Avery Dotterer, Stephen Picone, Beverly Bourbon, Dagmar Dolatschko and Jack Ferguson.
Thank you to the Professional Fiduciary Association of California for organizing a valuable day, and to every fiduciary who attended and stopped by to connect with us.
Questions about care for a client or loved one? Call (650) 328-1001 or email info@careindeed.com