Conference Agenda

Use the toggles below to view our comprehensive conference schedule. PLEASE NOTE that Wednesday, June 19 is NPA Day. This is a separate day from the annual conference for NPA members only. Join us early to gather with other NPA members to discuss HOW we do WHAT we do and ways to do it better!

1:30 – 4:30 p.m. National Plan Alliance Roundtable Discussions: Trust Services; Care Management Services; Outreach, Marketing & Development; Board Leadership & Advisory Committees
4:00 – 6:00 p.m. Registration opens for NPA members
6:00 – 10:00 p.m. Reception and dinner for NPA members
Location TBD
7:30 – 8:30 a.m. Registration for non-members
7:30 – 8:30 a.m. Breakfast (provided)
8:30 – 8:45 a.m. Welcome & Announcements
Kerry Tedford-Coles, NPA, Executive Director
8:45 – 10:00 a.m. Keynote Presentation: Working with Traumatized Individuals
Jenny Wyatt, Ph.D., LCSW, Widener University, Center for Social Work Education
10:00 – 10:15 a.m. Break – Visit sponsors and exhibitors
10:15 – 11:30 a.m. Session 1: Breakout

Topic 1a: Wither Over 64
Ron Landsman, Esq., Landsman Law Group

Topic 1b: What We Should Know About Social Security
Edward Lafferty, Chester Public Affairs Specialist,
Social Security Administration
11:30 – 12:30 p.m. Session 2: 4 Round Table discussions
Led by NPA
12:30 – 1:30 p.m. Lunch
1:30 – 2:45 p.m. Session 3: Breakout

Topic 3a: The Form that will Transform Your Post-Mortem Retention
Denise Fike, Executive Director, First Maryland Disability Trust & Ron Landsman, Esq., Landsman Law Group

Topic 3b: Life Passage Planning Project - A Look at Best Practices
Professor Roberta K. Flowers, Stetson University College of Law & Stephen Dale, LL.M,  Trustee, Golden State Pooled Trust
2:45 – 3:00 p.m. Break – Visit sponsors and exhibitors
3:00 – 4:15 p.m. Session 4: Breakout

Topic 4a: Funding Beneficiaries Needs - Person Centered Financial Planning
Peter J. Wall, Director of Fiduciary Services, True Link Financial

Topic 4b: Comprehensive Quality Planning: Creating Defining and Accomplishing the Vision
Ann Koerner, President and Founder, National Care Advisors
4:15 – 5:00 p.m. NAMI: In Our Own Voice
Elena Kravitz, Certified Psychiatric Rehabilitation Practitioner
5:00 p.m. Wrap Up, Evaluations
5:15 – 6:15 p.m. Networking Session & Happy Hour
7:30 – 8:30 a.m. Breakfast
8:30 – 8:45 a.m. Honoring Bernard Raiche, PLAN of Maryland-DC
8:45 - 10:00 a.m. Keynote Presentation: Engaging Families Best Practices
Dr. Robert Naseef, Alternative Choices
10:00 – 10:15 a.m. Break – Visit sponsors and exhibitors
10:15 – 11:30 a.m. Session 5: Family Panel
11:30 – 12:30 p.m. Session 6: 4 Round Table Discussions
Led by NPA
12:30 – 1:30 p.m. Lunch
1:30 – 3:00 p.m. Session 7: Paving Your Way to a Meaningful Life: Health & Wellness for the Human Services Professional
Denise A. Lettau, Esq., VP of Advancement, Secured Alliance & Christy Holland, MA, Executive Director, PLAN of PA
3:00 – 3:15 p.m. Wrap-up / Evaluations / Adjourn


The Conference provides a unique opportunity to engage like-minded professionals around the challenges and opportunities that we face every day.

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Read bios and details about the event’s two keynote speakers, who will provide ideas and methods you can implement immediately after the event.

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