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• January 2026 Fiduciary Friday - Grantor's Intent vs. Trustee's Interpretation

  • When
    Friday, January 30, 2026
  •  
    9:00 AM - 10:00 AM
  • Location
    Zoom

  Register

  
  

  This presentation explores the legal, practical, and interpretive tensions between what a Grantor intends and how the Fiduciary Trustee interprets the language and the discretion of the document. This important discussion will provide meaningful guidance for Professional Fiduciaries when serving as a Trustee.

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  Friday - January 30, 2026

  9:00 a.m. - 10:00 a.m. - VIRTUAL

  $50.00 - Non-Members

  FREE - Members
  (Click HERE for more information on Membership)

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  Applied for CEU, CLE, CTFA AND PARALEGAL CREDIT!!!

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  About Erica K. Smith Roodhouse, Esq.

  Erica Roodhouse is a Senior Attorney at Legacy Protection Lawyers, LLP, a boutique St. Petersburg trust and estate firm. She concentrates her practice in estate planning, tax planning, probate and trust administration, and guardianships, as well as writing and speaking on those subjects. Erica is a Past President of the St. Petersburg Bar Association, Past President of the Suncoast Estate Planning Council, Past Chair of a Sixth Judicial Circuit Grievance Committee, and a Graduate of the American College of Trust and Estate Florida Fellows Institute. Erica has a passion for the Tampa Bay community and volunteer work. She currently serves as Chair of the Pinellas Community Foundation and a Board Member for the Community Law Program. She recently completed her term as an Executive Board Member of the St. Petersburg Free Clinic. She has been awarded the Florida Bar President’s Pro Bono Award for the Sixth Judicial Circuit and the 2025 St. Petersburg Bar Foundation Heroes Among Us Award, and she has been a Finalist in the St. Petersburg Chamber of Commerce’s Iconic Women of Vision Award. Erica earned her law degree, with honors, from Stetson University College of Law and is a Phi Beta Kappa graduate of The College of William and Mary.
  

  
  

  About Gentry B. Byrnes, Esq.

  Gentry is the Co-Founder and Chief Fiduciary Officer of Adelphi Trust Company. She has a 30+ year legal and fiduciary career. Gentry served as the Chief Fiduciary Officer of Raymond James Trust, N.A. managing a team of fiduciary professionals nationwide with 8 billion in assets. Prior to that, Gentry was the Senior Regional Trust Manager for the Tampa Bay, Sarasota, Naples and Central Florida markets for Wells Fargo, previously Wachovia, and a senior trust officer and team leader at Bank of America. Gentry started her career with the law firm of Fisher and Sauls, P.A. where her practice included estate and trust administration, estate planning and guardianship. She frequently speaks on fiduciary issues and is involved in the state and local bar associations. She is a past president of both the St. Petersburg Bar Association and Suncoast Estate Planning Council and remains active in both organizations. Gentry is currently the treasurer of the St. Petersburg Bar Foundation, chair of the Will for Warriors program at Stetson College of Law, a founding member of the Professional Fiduciary Council of Florida, a board member for St Pete Free Clinic and a member of the Stetson Elder Law Advisory Board.
  

  
  

  About Darby Jones, JD

  Darby Jones is an attorney and member of the Florida Bar and Maryland Bar. Darby served as a trust officer for financial institutions in Maryland for over 15 years before establishing Professional Fiduciary Services, LLC in 2011 and served as a professional fiduciary in a variety of capacities including as Trustee, Agent under Power of Attorney, Health Care Surrogate, Personal Representative, and Professional Guardian. Now, Darby focuses on fiduciary consulting services for those individuals, professional fiduciaries, or families needing guidance and practical solutions for the smooth implementation of their estate plan or goals but are unsure where to start, or what to do next! 

  Darby is also host of Aging Academy; Navigating Decisions, a monthly webcast in collaboration with AARP Florida, delivering monthly presentations about the challenges, decisions, and problem solving that we all face as we age including preparation for medical events, caregiving challenges, family dynamics, financial/legal challenges, and life’s aging concerns.

  Darby is a Founding Member and President of the Executive Board of the Professional Fiduciary Council of Florida. Darby is a member of the Executive Council of the Real Property Probate and Trust Law Section of the Florida Bar serving as Liaison for the Professional Fiduciary Council of Florida and the Office of Public and Professional Guardians. Darby graduated from American University, Washington College of Law in Washington D.C. after completing her first year at Stetson College of Law, in St. Petersburg.

  Darby has been an active member and presenter for Bar Associations, Estate Planning Councils, charitable boards, the AARP Aging Academy, and various organizations throughout her career speaking on a variety of fiduciary and aging related topics.

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• Member Engagement Committee

  • When
    Thursday, February 12, 2026
  •  
    4:00 PM - 5:00 PM
  • Location
    Virtual | Zoom

  

  The Member Engagement Committee meets monthly on the 2nd Thursday at 4:00 pm. 

  All members of the Professional Fiduciary Council of Florida are invited to attend. 

  Show details
• February 2026 Fiduciary Friday - Protecting the Estate AND Fiduciaries

  • When
    Friday, February 27, 2026
  •  
    9:00 AM - 10:00 AM
  • Location
    Zoom

  

  
  

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• Member Engagement Committee

  • When
    Thursday, March 12, 2026
  •  
    4:00 PM - 5:00 PM
  • Location
    Virtual | Zoom

  

  The Member Engagement Committee meets monthly on the 2nd Thursday at 4:00 pm. 

  All members of the Professional Fiduciary Council of Florida are invited to attend. 

  Show details
• March 2026 Fiduciary Friday - Tangible Personal Property…What a mess it can be!

  • When
    Friday, March 27, 2026
  •  
    9:00 AM - 10:00 AM
  • Location
    Zoom

  

  
  

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• Member Engagement Committee

  • When
    Thursday, April 09, 2026
  •  
    4:00 PM - 5:00 PM
  • Location
    Virtual | Zoom

  

  The Member Engagement Committee meets monthly on the 2nd Thursday at 4:00 pm. 

  All members of the Professional Fiduciary Council of Florida are invited to attend. 

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• 7th Annual Conference - 2026 - REGISTRATION

  • Start
    Thursday, April 30, 2026
  •  
    10:00 AM
  • End
    Friday, May 01, 2026
  •  
    3:15 PM
  • Location
    St. Petersburg, FL OR Virtual
  • Registered
    Be the first

  Register

  

  Professional Fiduciary Academy (NEW!)

  Thursday, April 30, 2026 | 10:00 a.m. – 5:00 p.m.

  Welcome Reception – Academy & Conference Attendees
  Thursday, April 30, 2026 | 5:00 p.m. – 7:00 p.m.

  Florida Fiduciary Conference
  

  Friday, May 1, 2026, 7:30 a.m. - 3:15 p.m.

  
  

  Feather Sound Country Club
  

  2201 Feather Sound Drive, Clearwater, FL 33762

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  New this year  – Professional Fiduciary Academy!

  • Who should attend: Professional fiduciaries, guardians, conservators, estate and trust attorneys and administrators, care managers, and those interested in advancing their fiduciary practice.

  • Why attend: Get practical advice on starting and growing your fiduciary business, connect with peers and experts, and stay ahead in fiduciary best practices with this all-day intensive workshop.

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  Registration
  

  Fiduciary Academy ONLY – $175.00: Includes breakfast, digital course materials, exhibitor hall, and networking with industry experts.

  Conference ONLY: Includes continental breakfast & lunch, digital course materials, exhibitor hall, and networking with industry experts.

  • Members – $275
  • Non-members – $375
  • Webcast and digital course materials – $375

  Conference AND Fiduciary Academy

  • Members – $425
  • Non-members – $500

  Check back for more information soon!

  Presented by:

  

  ********************

  Interested in SPONSORING the Conference?

  CLICK HERE FOR MORE INFORMATION!
  

  
  

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• 7th Annual Conference - 2026 - SPONSORSHIP

  • Start
    Thursday, April 30, 2026
  •  
    10:00 AM
  • End
    Friday, May 01, 2026
  •  
    3:15 PM
  • Location
    St. Petersburg
  • Registered
    6 registrants

  Register

  
  

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• Member Engagement Committee

  • When
    Thursday, May 14, 2026
  •  
    4:00 PM - 5:00 PM
  • Location
    Virtual | Zoom

  

  The Member Engagement Committee meets monthly on the 2nd Thursday at 4:00 pm. 

  All members of the Professional Fiduciary Council of Florida are invited to attend. 

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• May 2026 Fiduciary Friday - Understanding and Protecting You and Your Client When Signing Admissions Contracts for Facilities

  • When
    Friday, May 29, 2026
  •  
    9:00 AM - 10:00 AM
  • Location
    Zoom

  

  
  

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• June 2026 Fiduciary Friday - Mini Tax School for Fiduciaries

  • When
    Friday, June 26, 2026
  •  
    9:00 AM - 10:00 AM
  • Location
    Zoom

  

  
  

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• Member Engagement Committee

  • When
    Thursday, July 09, 2026
  •  
    4:00 PM - 5:00 PM
  • Location
    Virtual | Zoom

  

  The Member Engagement Committee meets monthly on the 2nd Thursday at 4:00 pm. 

  All members of the Professional Fiduciary Council of Florida are invited to attend. 

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• Member Engagement Committee

  • When
    Thursday, August 13, 2026
  •  
    4:00 PM - 5:00 PM
  • Location
    Virtual | Zoom

  

  The Member Engagement Committee meets monthly on the 2nd Thursday at 4:00 pm. 

  All members of the Professional Fiduciary Council of Florida are invited to attend. 

  Show details
• August 2026 Fiduciary Friday - Questions and Answers with Trust Officers – How They Can Be a Fiduciary’s Best Asset

  • When
    Friday, August 21, 2026
  •  
    9:00 AM - 10:00 AM
  • Location
    Zoom

  

  
  

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• Member Engagement Committee

  • When
    Thursday, September 10, 2026
  •  
    4:00 PM - 5:00 PM
  • Location
    Virtual | Zoom

  

  The Member Engagement Committee meets monthly on the 2nd Thursday at 4:00 pm. 

  All members of the Professional Fiduciary Council of Florida are invited to attend. 

  Show details
• September 2026 Fiduciary Friday - The Tricky and Complicated FINAL Administration and Distribution of a Trust

  • When
    Friday, September 25, 2026
  •  
    9:00 AM - 10:00 AM
  • Location
    Zoom

  

  
  

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• Member Engagement Committee

  • When
    Thursday, October 08, 2026
  •  
    4:00 PM - 5:00 PM
  • Location
    Virtual | Zoom

  

  The Member Engagement Committee meets monthly on the 2nd Thursday at 4:00 pm. 

  All members of the Professional Fiduciary Council of Florida are invited to attend. 

  Show details
• October 2026 Fiduciary Friday - Fiduciary Accountings

  • When
    Friday, October 23, 2026
  •  
    9:00 AM - 10:00 AM
  • Location
    Zoom

  

  
  

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• Member Engagement Committee

  • When
    Thursday, November 12, 2026
  •  
    4:00 PM - 5:00 PM
  • Location
    Virtual | Zoom

  

  The Member Engagement Committee meets monthly on the 2nd Thursday at 4:00 pm. 

  All members of the Professional Fiduciary Council of Florida are invited to attend. 

  Show details
• November 2026 Fiduciary Friday - Smooth Hospital Admissions and Discharges

  • When
    Friday, November 20, 2026
  •  
    9:00 AM - 10:00 AM
  • Location
    Zoom

  

  
  

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• Member Engagement Committee

  • When
    Thursday, December 10, 2026
  •  
    4:00 PM - 5:00 PM
  • Location
    Virtual | Zoom

  

  The Member Engagement Committee meets monthly on the 2nd Thursday at 4:00 pm. 

  All members of the Professional Fiduciary Council of Florida are invited to attend. 

  Show details