Conference Agenda

Wednesday, April 21, Thursday, April 22 & Friday, April 23, 2021

Trends in Trust Administration Services

  • Team-Based Solutions to Trust Administration Challenges: Together We Succeed
  • Identifying and Responding to Undue Influence Over Beneficiaries of SNTs
  • Distribution Policies to Promote Positive Beneficiary Relationships
  • Advocacy for Adults Over 65: Increasing Access to SNTs
  • The Synergy of Trustees, Guardians and Trust Protectors in Maximizing Autonomy
  • Demystifying Investment Management: Understanding the Basic Fundamentals to Improve Beneficiary Communications
  • Are You Using the Best Technology Tools to Help Run Your Business?
  • Medicare Supplements, Insurance Settlements & Special Needs Trusts
  • Understanding Means Tested Public Benefits

Trends in Supporting People with Disabilities

  • The Human Experience of Disability: Disability Culture and Self-Advocacy
  • Trauma-Informed Care: Exploration of Practical Applications
  • Alternatives to Jail: Diverting Those with Mental Illness Toward the Right Care
  • Supported Decision Making: Strategies to Increase Self-Determination to Maximize Individual Choice and Control
  • Assisting Beneficiaries and Their Families with Difficult Situations and Challenges

Executive Leadership

  • Forewarned Is Forearmed: Addressing Overly Restrictive Regulations with Advocacy, Legislative & Litigation Action
  • Lower Your Risk: Paying Caregivers & Employees from a Trust to Stay Out of Hot Water
  • Data Security: Fiduciary, Regulatory Responsibilities & Liability
  • Integrity of Pooled Trusts: Promoting Best Practices with a National Council

Professional Development & Innovation

  • Life Planning Tools: Charting the LifeCourse Framework
  • Happier Healthier You: Creating Meaning in Your Life
  • Exploring Implicit and Explicit Bias: Promoting Social Justice Within Organizations
  • Is Your Organization Using the Best Technology?

Pre Conference Session: NPA Member Day

Friday April 16, 2021 12 noon – 4 pm

12 pm: Welcome

12:15 pm: Updates from the National PLAN Alliance Board/Member feedback

12:45 pm – 1:15 pm: Introduction of New Membership

1:15 pm – 2:15 Round Table Discussions
Participants will have the opportunity to engage in Round Tables with other members who share a similar role from organizations across the country. Prepared facilitators will guide these discussions.

2:15 pm: Full Group Debrief & Discussion

2:45 pm: Session Close & Evaluations

3:00 pm – 4:00 pm: Happy Hour & Networking


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