
- This event has passed.
The Massachusetts Guardianship Policy Institute Presents:
2020 Colloquium on Guardianship Oversight
December 3 and 10, 2020
1:00 PM - 3:45 PM (EST)

December 3
Improving Guardianship and Supporting Guardians
1:00 – 1:05 | Introduction & Welcome | Wynn A. Gerhard, Esq., Moderator Senior Attorney, Elder, Health and Disability Greater Boston Legal Services (GBLS) |
1:05 - 1:10 | Opening Remarks | Hon. Scott Harshbarger, Esq. Former Massachusetts Attorney General |
1:10 - 1:50 | Court 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 - 2:30 | Overview of Pennsylvania’s Guardianship Tracking System | Hon. 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 - 3:10 | New 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 - 3:25 | Building Excellence in Guardianship | Heather L. Connors, Ph.D. Executive Director Center for Guardianship Excellence Andover, Massachusetts |
3:25 - 3:45 | Wrap up/Final Points/Discussion |
December 10
Monitoring Programs: What the Data Tell Us
1:00 – 1:10 | Welcome & Opening Remarks | Heather L. Connors, Ph.D., Moderator Executive Director Center for Guardianship Excellence Andover, Massachusetts |
1:10 – 1:50 | Monitoring 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 – 2:20 | Idaho’s Differentiated Case Management System | Nanci Thaemert, JD Senior Manager Court Services for Children & Families, Idaho Kasey Kliegl Guardianship & Conservatorship Monitoring Coordinator Idaho 5th District |
2:20 – 2:30 | Break | |
2:30 – 3:00 | Utah’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 – 3:30 | Interactive Session Options for the Future: How States Can Move Forward | Diane Robinson, Ph.D. Senior Court Research Associate National Center for State Courts Williamsburg, Virginia |
3:20 – 3:45 | Wrap up/Final Points/Discussion |