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The Massachusetts Guardianship Policy Institute Presents:

2020 Colloquium on Guardianship Oversight

December 3 and 10, 2020
1:00 PM - 3:45 PM (EST)

The 2020 Colloquium on Guardianship Oversight highlights the range of guardianship oversight models being offered across the nation.

The program features panels of speakers in state leadership positions in several states from around the U.S., who will offer insight into national trends in guardianship oversight, as well as share direct experience with successful guardianship oversight tools.

The event will inform Court leadership, legislators and advocates interested in providing high quality guardianship to individuals with decisional support needs.

Register Now


December 3

Improving Guardianship and Supporting Guardians


1:00 – 1:05Introduction & WelcomeWynn A. Gerhard, Esq., Moderator
Senior Attorney, Elder, Health and Disability
Greater Boston Legal Services (GBLS)
1:05 - 1:10Opening RemarksHon. Scott Harshbarger, Esq.
Former Massachusetts Attorney General
1:10 - 1:50Court Monitoring of Guardianships:
A Unique and Important Role for the Judiciary
Dari Pogach, JD
Senior Attorney
Commission on Law and Aging
American Bar Association
Washington, DC
1:50 - 2:30Overview of Pennsylvania’s Guardianship Tracking SystemHon. Paula Francisco Ott
Chair, Advisory Council on Elder Justice
Superior Court of Pennsylvania

Keith Hinkel, Analyst
Office of Elder Justice in the Courts,
Administrative Office of Pennsylvania Courts

Amy Whitworth, IT Manager
Pennsylvania Unified Judicial System Portal
Administrative Office of Pennsylvania Courts
2:30-2:40 Break
2:40 - 3:10New Mexico's New Adult Guardianship System:
New Forms, Trainings, Tools and Oversight for Judges
Patricia Galindo, Esq.
Senior Staff Attorney
Administrative Office of the
Supreme Court, State of New Mexico

3:10 - 3:25Building Excellence in GuardianshipHeather L. Connors, Ph.D.
Executive Director
Center for Guardianship Excellence
Andover, Massachusetts
3:25 - 3:45Wrap up/Final Points/Discussion

December 10

Monitoring Programs: What the Data Tell Us


1:00 – 1:10Welcome & Opening RemarksPeter M. Macy, Esq., Moderator
Executive Director
Guardian Community Trust
Andover, Massachusetts
1:10 – 1:50Monitoring Guardianships & Conservatorships:
It’s all about the Data
Diane Robinson, Ph.D.
Senior Court Research Associate
National Center for State Courts
Williamsburg, Virginia
1:50 – 2:20Idaho’s Differentiated Case Management SystemNanci Thaemert, JD
Senior Manager
Court Services for
Children & Families, Idaho

Kasey Kliegl
Guardianship & Conservatorship
Monitoring Coordinator
Idaho 5th District
2:20 – 2:30Break
2:30 – 3:00Utah’s Court Visitor Program:
Utilizing Volunteers to Monitor Guardianships
Michelle Wilkes
Court Visitor Program Coordinator

Shonna Thomas
Program Coordinator
Utah’s Guardianship Reporting
and Monitoring Program (GRAMP)
3:00 – 3:20Thoughts for How Massachusetts Should Move
Forward with Monitoring
Peter M. Macy, Esq.
Executive Director
Guardian Community Trust
Andover, Massachusetts
3:20 – 3:45Wrap up/Final Points/Discussion

Register Now



December 3 @ 1:00 pm EST
December 10 @ 3:45 pm EST