NC Guardianship Association 2019 Annual Conference logo image

NC Guardianship Association 2019 Annual Conference

May 1-3, 2019 $150 - 350
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Dates & Times

  • May 1-3, 2019

Attendee Types

  • Professional's 3 Day Pkg & Prepaid 2019/2020 Membership
  • Family/Volunteer's 3 Day Pkg & Prepaid 2019/2020 Membership
  • Consumer's 3 Day Pkg & Prepaid 2019/2020 Membership
  • 3 Day Pkg Only, all types
  • Professional's Wednesday & Prepaid 2019/2020 Membership
  • Family/Volunteer's Wednesday & Prepaid 2019/2020 Membership
  • Consumer's Wednesday & Prepaid 2019/2020 Membership
  • Wednesday only, all types
  • Professional's Thursday & Prepaid 2019/2020 Membership
  • Family/Volunteer's Thursday& Prepaid 2019/2020 Membership
  • Consumer's Thursday & Prepaid 2019/2020 Membership
  • Thursday Only, All Types
  • Professional's Friday& Prepaid 2019/2020 Membership
  • Family/Volunteer's Friday & Prepaid 2019/2020 Membership
  • Consumer's Friday & Prepaid 2019/2020 Membership
  • Friday Only, all types

About NC Guardianship Association 2019 Annual Conference

Shifting Sands: Addressing Exploitation, Protections and Trends in Guardianship

Early registration ends April 1, 2019 at 5PM. Regular Registration will open shortly thereafter.


This conference will offer an opportunity for those involved in the North Carolina guardianship process to enhance skills and knowledge as it applies to the provision of NC General Statute § 35A.Potential conference attendees include attorneys, Clerks of Court, consumers, family guardians, family members, guardianship corporations and staff of county Departments of Social Services.


Certificates of Attendance will be awarded at the conclusion of the conference in accordance with your registration packet. We are currently working on CLEs for the Attorney who attend.


All users of the Courtyard Marriott Carolina Beach must agree to abide by the Hotel policies relating to matters of safety and liability.


Casual business attire is recommended for the NCGA Annual Conference. Please bring a sweater or jacket for sessions as temperatures within meeting facilities vary.


Please note that all sessions and times listed are subject to change. Participants will receive a final program with times and room assignments at Registration.

Schedule of Events --Wednesday, May 1, 2019

9:00 AM – 5:00 PM Registration

Preconference Session

9:00 AM – 12:00 PM Pre-Conference

Legal updates affecting Guardianship For the Guardian of the Person

Sarah Maness-Smith, Adult Services Program Administrator
Division of Aging and Adult Services
North Carolina Department of Health and Human Service

This session is an interactive session that will be geared for those who have been in guardianship for some time. Laws have changes, policies have changed and its time to get caught up. Those new to guardianship may attend as well but this does not meet any DSS or Corporate requirements for basic training. ###Attendees will receive 3 contact hours credit

11:30 AM Exhibits Open

12:00 PM Box Lunches for pre-orders or Lunch on your own

Please stop by and visit with our Exhibitors!

Conference General Sessions

1:00 PM – 1:15 PM Welcome

1:15 PM – 3:15 PM Keynote Speaker

Elder Abuse & Exploitation/Effective Protections

Paul Greenwood, Retired San Diego CA Assistant District Attorney and National Speaker on Elder Abuse

Paul Greenwood will challenge each participant to reach beyond the normal day expectations of a guardian to become a more effective and deliberate provider of guardianship services. He is authentic, energetic and passionate. This will be a session long remembered.

3:15 – 3:30 PM Beverage Break and Exhibits

3:30 PM – 5:00 PM

Guardian Ad Litem Panel

Kim Harsey (Mecklenburg), Fred Benson (Mecklenburg), Angela Lassiter (Wake), John Combs (Forsyth) and Susan Lewis (Buncombe)

Join Guardian Ad Litems from around the State during this panel, question and answer session focused on their role in the guardianship process and how they do what they do.

5:00 PM – 6:00 PM Meet and Greet Reception

Join us as we mingle with old friends and meet new ones. Along the way learn a little about the NCGA working committees and pick up a raffle ticket or two. Stick around until 5:50pm when we’ll “raffle” off some special prizes. Want a better chance at winning that prize? Then purchase additional raffle tickets at the registration desk or during the meet and greet.

6:00 PM Dinner on your own or with a group

Thursday, May 2, 2019

8:00 AM – 4:30 PM Registration & Exhibits available during breaks

8:00 AM – 9:00 AM Continental Breakfast

Concurrent Session

9:00 AM – 10:30 AM

A. Guardian of the Estate Panel

Marjorie Brown Esq., Baron Groshon, Esq., Mary Tulbert, Asst. Clerk- 
    Forsyth County, Bryan Thompson, Esq. andVictor Garlock, Esq.

Join Guardians of the Estate from around the State and and an Assistant Clerk in the Estates Division during this panel. Ask questions focused on their role in the guardianship process and how they do what they do.

B. Guardian of the Person Case Studies

Erica Fears, Empowering Lives Guardianship Svs.
Kara Peterson, Hope for the Future, Inc

During this session participants will be presented with several scenarios and will be asked to problem solve in small groups. At the conclusion the groups will discuss their findings and/or plans. As close to hand-on as we can come.

C. UAGPPJA: Practical Matters & Pitt Falls

    Cameron Scott, Esq.

In this session participants will learn about the Unified Law on Guardianship and the challenges that occur along the way. Can you really transfer guardianship to New York? What about Florida? Come and see.

10:30 AM – 10:45 AM Beverage Break & Exhibits

10:45 AM – 12:15 PM

D. Mock Hearing (repeated @4:00PM)

Marty Prunty, Mecklenburg County DSS

Ever wondered what it’s like to be a Hearing Officer, GAL, GOE, Petitioner or Respondent? Come play the role as we dive in and walk in their sandals. After some small group discussion, we will hold a hearing and see how the outcome is decided. Results announced at Closing on Friday.

E. Whose Furniture is it? Guardian of the Person without a Guardian of the Estate Responsibilities/Practicalities

Victor Garlock, Esq.

NCGS 35A 1241 (a)(1) The guardian of the person shall take reasonable care of the ward's clothing, furniture, vehicles, and other personal effects that are with the ward. What does that really mean? Come and see!

F. Financial Exploitation

Paul Greenwood, Retired San Diego ADA

In this session, Paul will focus a little more closely at financial exploitation.

12:15AM – 12:45 PM Break and Luncheon Set Up

12:45 PM –2:00 PM

Awards Luncheon & Membership Meeting

2:00 PM – 2:15 PM Break

2:15 PM – 3:45 PM Concurrent Sessions

G. MCO – Funding Transitions

Steve Martin,
Bryan Thompson Esq, Surratt, Thompson & Ceberio

It's time. MCOs are making the move and private insurance is coming into NC for basic MH/IDD/SA services. Ready or not, here they come!

H. Medicaid Basics

Shantele Williams, Forsyth County DSS

Ms. Williams will share a wealth of knowledge about the Medicaid process that will help you seek benefits.

I. IVC Best Practices & Updatesin the Law

Mark Botts, UNC School of Government

What's an IVC? How do I get one? What does it mean? Are there changes in the law? All that and more from Mark Botts.

3:45 PM – 4:00 PM Beverage Break/Exhibits

4:00 PM – 5:30 PM Concurrent Sessions

J. Mock Hearing (repeated session)

Marty Prunty, Mecklenburg County DSS 

Ever wondered what it’s like to be a Hearing Officer, GAL, GOE, Petitioner or Respondent? Come play the role as we dive in and walk in their sandals. After some small group discussion, we will hold a hearing and see how the outcome is decided. Results announced at Closing on Friday.

K. Guardian of the Person Panel

Wanda Burny, Forsyth County DSS
Athena Kinch, Hope for the Future Inc.
Jennifer Szakaly, Private Corporate Guardian

Similar to other Panels, the Guardian of the Person Panel will answer questions and discuss their everyday work. Come, learn, share.

L. Breach of Duty, Failure to File

Meredith Smith, UNC School of Government

Failure to file Inventories, Accountings, Status Reports can result in Civil Contempt and Removals of Guardians. Learn what and how to file to avoid issues later.

5:30 PM Dinner on your own or with a group

Friday, May 3, 2019

8:00 AM – 9:00 AM Registration

8:00 AM – 9:00 AM Continental Breakfast


9:00 AM – 10:30 AM

Family Guardian’s Journey

Kathryn Couture, Family Guardian
David J. Baker, Esq., Asst Clerk, Forsyth County

During this session David Baker, the Chief Hearing Officer for Forsyth County will present a challenging case. The current General Guardian for this individual, who is a family member, will assist David as they share the ups, downs and "oh my" of this case.

10:30 AM – 10:45 AM Beverage Break

10:45AM – 12:15 AM

Clerk of Superior Court Panel

J. Mark Pegram, Clerk of Superior Court, Rockingham
Jonathan Watson, Asst. Clerk, Cabarrus
Becky Spragins, Clerk of Superior Court, Halifax
Debbie Barker, Clerk of Superior Court, Person
Kim Sigmon, Clerk of Superior Court, Catawba

A panel of Clerks of Superior Court and their representatives will be on hand to discuss a wide variety of situations that occur from the filing of the Petition to Adjudicate Incompetent thought the restoration process. Participants will be asked to submit questions for the Panel prior to the session beginning and throughout the session as time allows.

11:00 AM Certificates of Attendance Available

12:15 PM – 12:30 PM Closing/Door Prizes/ Surveys

Hotel Rooms $139+fees/night -- king or double. Some suites available at slightly higher rates. Special Rates end 4/2/2019. Hotel Link