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. Choose Your Upgrade:

● Apple 11” iPad

● iRobot Roomba Plus 2-in-1 Vacuum & Mop

● $300 Airline Gift Card (winner’s choice)

2. Choose Your Conference Benefit:

● Free Guardian Institute Conference Registration for 2027 ($500+ value)

3. Choose Your Upgrade:

● Apple AirPods

● Nespresso Coffee Machine

● $100 Airline Gift Card (winner’s choice)

4. Conference Credit:

● $200 Off 2025 Conference

5. Gift Card:

● $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

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. 

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

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

Training That Clicks: Building Strong Guardian Case Managers

Training and retaining new case managers is essential for th...

Training and retaining new case managers is essential for the success of public guardianship programs and the guardians themselves. With a steep learning curve, the risk of burnout and staff attrition is high. In this session, we’ll explore how strategically presenting information, setting clear benchmarks for year one, and fostering critical thinking skills in new staff can build confidence, strengthen ethical decision-making, and build resilient case managers 

Sue Weyl

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

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

Ethics Guardians frequently face ethically complex decision...

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. 

He has been a conservator for 5.5 years. He spent two years teaching at a vocational college as an instructor of the Medical Assistant Program. Prior to that, he spent 23 years as a Cardiovascular Technologist, working in ICU, CVU, ER Trauma unit, and Cardiology. He has spoken at the NGA conference four years in a row on end-of-life decisions, medical decisions, and home/client assessments. 

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

De-escalation Communication Skills

De-escalation skills and communication are fundamental when ...

De-escalation skills and communication are fundamental when dealing with individuals in a crisis state. In these situations, emotions are running high, and the ability to navigate the conversation with patience, empathy, and tact is essential for both the individual in crisis and the person trying to help. Here’s a deeper dive into the role of communication, overcoming barriers, and how to ensure you’re using person-first language while avoiding stigmas. 


Thomas Gorsline

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Thomas Gorsline serves as Public Administrator for Camden County. Assisted by two deputies and office staff, he manages approximately 120 active cases as Guardian, Conservator, Personal Representative, and Representative Payee. His work involves statutory compliance, fiduciary oversight, and coordination with courts and community providers. Thomas brings practical insight into managing complex cases and high-conflict environments within public guardianship systems. 

Rebekah Kinder

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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. 

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

Lunch Break

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

Addressing Problematic Behaviors in Care Facilities

Emerging Issue – Behavioral HealthThis session examines th...

Emerging Issue – Behavioral Health


This session examines the mental health and behavioral challenges that arise in guardianship and care facility settings, particularly when intervention options are limited. Participants will learn how to clearly identify and define concerning behaviors and facilitate structured team

discussions that lead to more effective, coordinated responses. The presentation will address high-risk situations, including physical altercations and the frequent reliance on calling 911, while exploring alternative, behaviorally-informed approaches that prioritize client safety, regulation, and dignity. Attendees will leave with practical tools to navigate complex behavioral health situations, improve team communication, and expand their response strategies within care environments. 


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

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

Attorney, Solo Practitioner at Olympic Peninsula Law Offices, LLC, -

Amanda Wilson is an attorney practicing in trust, estate, and guardianship law. She represents clients in matters involving conservatorship, fiduciary compliance, and TEDRA litigation. Amanda advises guardians and conservators on statutory requirements, court procedures, and litigation risks. She brings practical courtroom experience and legal insight to complex fiduciary matters.


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

Guardianship and Older Adults in the Media

Guardianship and older adults are often portrayed negatively...

Guardianship and older adults are often portrayed negatively in the media. This session will explore how the media impacts the public’s view on guardianship, the courts, and older adults using media clips and other resources. 


Robert Campbell

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10:30 - 11:30 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. 

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


The Washington State Department of Social and Health Services (DSHS) strives to develop innovative programs which support the ongoing and emerging needs of the community. Today’s presentation will explore the benefits of utilizing these programs and partnering with DSHS to support individuals receiving Medicaid to lead fulfilling lives in their preferred community setting. You will learn about Washington’s “Money Follows the Person” program, including the average cost of care in Washington and the three categories of services and supports available to Medicaid clients. With this knowledge, you will be able to leverage available support services to maximize your client’s transition and stability in their community. 

You will also learn about Washington’s Guardianship and Conservatorship Assistance Program (GCAP), including what services are available to both established and pending Medicaid clients, how GCAP contractors support the mission of strengthening client voices in the person-centered care planning process, and the benefits of joining the GCAP contractor team to support this client population. The presentation will conclude with information about how you can partner with GCAP in the future. 


Sarah Tremblay

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Joshua Glasgow

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Jody Gasseling

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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

How do we ensure that we are considering a person’s cultur...

How do we ensure that we are considering a person’s cultural background and belief system in our guardianship decision-making? How do we develop cultural competency when serving diverse populations? This session will document one Alaskan guardian’s journey to cultural competency, including lessons learned and suggestions that will be applicable to all guardians who serve people from different cultures.  


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

Attorney, Solo Practitioner at Olympic Peninsula Law Offices, LLC, -

Amanda Wilson is an attorney practicing in trust, estate, and guardianship law. She represents clients in matters involving conservatorship, fiduciary compliance, and TEDRA litigation. Amanda advises guardians and conservators on statutory requirements, court procedures, and litigation risks. She brings practical courtroom experience and legal insight to complex fiduciary matters.