About Guardian Institute Virtual Conference 2026!

Welcome to Guardian Institute Virtual Conference 2026!! Join us for an unforgettable experience filled with excitement, inspiration, and connection. Our event brings together industry leaders, experts, and enthusiasts to share knowledge, engage in meaningful discussions, and foster valuable connections. Explore innovative ideas, discover new opportunities, and be a part of this vibrant gathering. Whether you’re a seasoned professional or a curious newcomer, there’s something for everyone at Guardian Institute Virtual Conference 2026!. Get ready for a day of learning, networking, and fun. See you there!

2026 Guardian Institute Virtual Conference Lineup

We’re excited to share a first look at speakers who have already been confirmed (and a few in final confirmation) for the 2026 Guardian Institute Virtual Conference. This year’s lineup continues our focus on practical tools, ethical decision-making, and systems-level challenges guardians face every day.

Below is a snapshot of confirmed sessions and what attendees can expect.

Frequently Asked Questions


You will receive a DocuSign form prior to the final session on Wednesday, April 22. Complete and sign the form, and we will submit the paperwork on your behalf.

We are still awaiting WSBA approval, but WSBA credit can be requested by going to the Surveys tab during the conference and click on "Request WSBA Credit." If you have attended all sessions and completed the form, we will process your information with the WSBA (once approved) and ensure you receive credit for all approved CEU’s

The conference leaderboard, accessible via the Leaderboard tab, shows various ways to earn points during the event. The top five point earners will be eligible for the following prizes:

1. Apple 10.2" iPad (9th Generation)
2. Free Guardian Institute Conference Registration for 2026 ($500.00 Value)
3. Apple Airpods
4. $200 Off 2026 Conference
5. $50 Gift Card

If you experience technical issues and cannot attend a session, email Luke Pettengill at lcpettengill@gmail.com to discuss possible accommodations.

To share your feedback, go to the Surveys tab and complete the "Conference Feedback Survey.

Agenda

08:00 - 09:15 GMT-8:00

Ethical Principles, End-of-Life Decisions, and Conflicts with Family

EthicsGuardians frequently face ethically complex decisions ...

Ethics

Guardians frequently face ethically complex decisions when medical prognosis, family wishes, and client best interests collide. This session explores evaluation of medical information, management of family conflict, and ethical decision-making in high-stakes situations.

James Alaniz

Care Manager, The Good Shepherd Fund

James Alaniz is a highly experienced care manager specializing in elder care and guardianship. As a lead care manager with The Good Shepherd Fund, he has spent years working with vulnerable adults and their families to navigate complex medical and ethical decisions. His expertise includes end-of-life care planning, crisis intervention, and ensuring clients receive appropriate care while respecting autonomy and dignity. James frequently consults with medical teams, social workers, and legal professionals on best practices for managing complex guardianship cases.

09:15 - 10:30 GMT-8:00

Adult Protective Services: National Operations & Systems Leadership

This session provides operational and systems-level insight ...

This session provides operational and systems-level insight into Adult Protective Services, including policy development, interagency coordination, and best practices for protecting at-risk adults.

Michael Hagenlock

MSW, LCSW, LAC,

Michael Hagenlock serves as Chief Financial Officer for the National Adult Protective Services Association (NAPSA) and is a member of its Executive Leadership Team. He previously served as Bureau Chief of Adult Protective Services for the State of Montana, overseeing statewide investigations into abuse, neglect, and exploitation of vulnerable adults and managing a $5 million annual budget. Michael is a licensed clinical social worker and licensed addiction counselor with prior leadership experience in the U.S. Veterans Health Administration. A past President of NAPSA and recipient of the NAPSA Presidential Award for leadership and innovation, he frequently presents nationally on APS operations, leadership, and systems improvement.

10:30 - 11:30 GMT-8:00

Training That Clicks: Building Strong Guardian Case Managers

This session outlines structured onboarding strategies, benc...

This session outlines structured onboarding strategies, benchmark development, and ethical training models designed to strengthen guardian case management programs and improve retention.

Sue Weyl

BS, NCG,

Sue Weyl has worked in disability services, rehabilitation, and supported housing for over two decades. She joined the Washoe County Public Guardian’s Office in 2005, serving as a case manager for ten years before moving into a supervisory role. Sue developed a formal Guardian Case Manager Academy to standardize onboarding and strengthen ethical training. She is recognized for her practical, systems-based approach to building resilient and competent guardian case managers.

11:30 - 12:30 GMT-8:00

Lunch Break

12:30 - 13:45 GMT-8:00

DDCS Update for Guardians

This focused update provides current information regarding D...

This focused update provides current information regarding Developmental Disabilities Community Services processes, eligibility considerations, and practical implications for guardians statewide.

Amy Heffner

Case Resource Manager, DSHS

Amy Heffner has worked in developmental services for over seven years. Prior to relocating to Washington in 2021, she served as a Supports Coordinator in Pennsylvania. She joined Washington’s Developmental Disabilities Administration as a Case Resource Manager before transitioning to the Intake & Eligibility team in 2022. Amy specializes in helping families navigate eligibility processes and connecting individuals to appropriate services at the point of entry. She is passionate about educating families and community partners about DDA systems.

13:45 - 15:00 GMT-8:00

De-escalation Communication Skills

This session provides practical communication strategies for...

This session provides practical communication strategies for managing high-conflict situations and working effectively with individuals experiencing emotional escalation.


Rebekah Kinder

MS,

Rebekah Kinder serves as Public Guardian with the State of Alaska’s Office of Public Advocacy. She works with culturally diverse populations across both urban and remote communities. Rebekah emphasizes ethical decision-making, cultural humility, and responsive guardianship practice. She provides guidance on integrating cultural considerations into daily case management.

15:00 - 16:00 GMT-8:00

Addressing Problematic Behaviors in Care Facilities

Emerging Issue – Behavioral HealthThis session explores st...

Emerging Issue – Behavioral Health


This session explores structured approaches to identifying problematic behaviors, facilitating interdisciplinary meetings, and evaluating alternatives to crisis responses in residential settings.


James Alaniz

Care Manager, The Good Shepherd Fund

James Alaniz is a highly experienced care manager specializing in elder care and guardianship. As a lead care manager with The Good Shepherd Fund, he has spent years working with vulnerable adults and their families to navigate complex medical and ethical decisions. His expertise includes end-of-life care planning, crisis intervention, and ensuring clients receive appropriate care while respecting autonomy and dignity. James frequently consults with medical teams, social workers, and legal professionals on best practices for managing complex guardianship cases.

Joyce McHugh

LCSW

Joyce McHugh is a licensed clinical social worker, legal guardian, and certified care manager with Advocate Care Services in Colorado. She specializes in dual diagnoses, trauma-informed care, and complex behavioral cases. Joyce presents nationally on behavioral health challenges, interdisciplinary coordination, and ethical guardianship practices. Her work emphasizes practical tools for managing dysregulation and promoting stability in vulnerable populations.

08:00 - 09:15 GMT-8:00

Least Restrictive Environments and the Department of Justice

Emerging Issue – Less Restrictive AlternativesThe Olmstead...

Emerging Issue – Less Restrictive Alternatives


The Olmstead decision and the ADA’s integration mandate challenge communities to support individuals with disabilities in meaningful, community-based ways. This session surveys Department of Justice investigations and identifies supports necessary to achieve integration in least restrictive environments.


Janet M. Thompson

Esq.,

Janet M. Thompson serves as Boone County Commissioner in Missouri and brings a governance-level perspective to disability services and integration policy. 

Christina Devine

Esq.,

Christina Devine serves as Compliance Director for Boone County Family Resources, focusing on ADA compliance and systems implementation supporting individuals with intellectual and developmental disabilities. Together, they provide legal and policy insight into least restrictive mandates and DOJ oversight.

09:15 - 10:30 GMT-8:00

Guardianship and Older Adults in the Media

This session examines how media coverage shapes public perce...

This session examines how media coverage shapes public perception of guardianship and elder justice systems and explores strategies for responding thoughtfully to evolving scrutiny.


Robert Campbell

Robert Campbell works with Pennsylvania’s Office of Elder Justice in the Courts. He provides training and guidance on guardianship oversight, court transparency, and public accountability. Robert frequently presents on media narratives involving older adults and works to promote balanced and informed dialogue regarding guardianship systems nationwide.

10:30 - 11:30 GMT-8:00

TEDRA Litigation and Guardianship

This session explores how Trust and Estate Dispute Resolutio...

This session explores how Trust and Estate Dispute Resolution Act (TEDRA) litigation intersects with guardianship and conservatorship practice, including procedural considerations and fiduciary responsibilities.


Amanda Wilson

Esq., Attorney, Solo Practitioner at Olympic Peninsula Law Offices, LLC

Amanda Wilson practices trust, estate, and guardianship law with a focus on fiduciary compliance and litigation. She advises guardians and conservators on ethical obligations, statutory requirements, and court procedures. Her work emphasizes practical risk management and professional accountability within fiduciary roles.


11:30 - 12:30 GMT-8:00

Lunch Break

12:30 - 13:45 GMT-8:00

GCAP Contractor Opportunities & Roads to Community Living (RCL)

Emerging Issue – Housing / Less Restrictive AlternativesTh...

Emerging Issue – Housing / Less Restrictive Alternatives


This session provides an overview of GCAP contractor opportunities and explains how Roads to Community Living supports transitions from institutional care to community-based settings.

Sarah Tremblay

MS, MA, LMHC, CPGC,

Sarah Tremblay serves as Guardianship Program Manager within Washington State’s Home and Community Living Administration and focuses on strengthening guardianship infrastructure and community transition supports.

Joshua Glasgow

Joshua Glasgow and Jody Gasseling work within Washington’s long-term services system supporting implementation of guardianship-related programs and community integration initiatives. Together, they provide practical insight into policy alignment, contractor coordination, and least restrictive transition planning.

Jody Gasseling

Joshua Glasgow and Jody Gasseling work within Washington’s long-term services system supporting implementation of guardianship-related programs and community integration initiatives. Together, they provide practical insight into policy alignment, contractor coordination, and least restrictive transition planning.

13:45 - 15:00 GMT-8:00

Cultural Competency in Public Guardianship

This session explores practical strategies for incorporating...

This session explores practical strategies for incorporating cultural awareness and humility into guardianship decision-making and service delivery.

Rebekah Kinder

MS,

Rebekah Kinder serves as Public Guardian with the State of Alaska’s Office of Public Advocacy. She works with culturally diverse populations across both urban and remote communities. Rebekah emphasizes ethical decision-making, cultural humility, and responsive guardianship practice. She provides guidance on integrating cultural considerations into daily case management.

15:00 - 16:00 GMT-8:00

Attorney Ethics with Guardianship and Conservatorship Clients

EthicsThis session provides an attorney’s perspective on e...

Ethics


This session provides an attorney’s perspective on ethical obligations in guardianship and conservatorship matters, including communication boundaries, fiduciary responsibilities, and compliance with court standards.

Amanda Wilson

Esq., Attorney, Solo Practitioner at Olympic Peninsula Law Offices, LLC

Amanda Wilson practices trust, estate, and guardianship law with a focus on fiduciary compliance and litigation. She advises guardians and conservators on ethical obligations, statutory requirements, and court procedures. Her work emphasizes practical risk management and professional accountability within fiduciary roles.