Chapter Meetings are held on the 3rd Wednesday of each month, for most months except December, July and August.

Upcoming Meetings

February 1, 2023
5pm – Chapter Town Hall Meeting
With Anne Sansevero, ALCA President and Julie Wagner, CEO
Find the meeting link in EFLash

February 15, 2023
Chapter Meeting (see below)

March 15, 2023
Chapter Meeting – TBA

ALCA National Conference
April 19-22 San Diego


Please join us for the February Meeting!


Date: Wednesday, February 15, 2023
Time: 4:30– 6:05 pm  Live online via Zoom*
Julie Kefi, LSW, CNG, Guardianship Director, Jewish Family and Children’s Services
Mary Dziedzinski, LICSW, Clinical Director, Jewish Family and Children’s Services
*Care Manager Networking 6:05-6:30


This program will describe the purpose of guardianship and the process for establishing one, as well as the ethical and human rights issues care managers and social workers face in advocating for clients who may be best served by guardianship. Conservatorship will also be discussed. There is no known commercial support nor conflict of interest for this program.

 Learning Objectives – At the conclusion of this program participants will be able:

  • To identify the four main principals of guardianship
  • To demonstrate the purpose of guardianship
  • To compare and discuss the differences between guardianship and conservatorship
  • To apply ethical practices and human rights to understanding clients that have limited capacity

About the speakers:

Julie Kefi, Guardianship Director, LSW, CNG, Paralegal has worked with JFCS for 13 years.  Julie has a wide range of experience working with older adults with physical and developmental disabilities and in the field of mental health.  Worked in an array of settings such as residential, independent living programs, community outreach and hospitals.  Member of the Mass Guardianship Association and National Guardianship Association.

Mary Dziedzinski, Clinical Director, LICSW with JF&CS over 6 years. Mary has worked in a variety of roles and settings over the years obtaining eclectic array of experiences. Areas including, home care case management for older adults, 10 years in protective services, psychiatric social work in mental health settings, medical social work in hospitals, community agencies and medical practices.  Mary is an active member of the Massachusetts Gerontology Association and NASW.

Meeting Agenda:

4:30  Co-presidents’ Welcome, Announcements and Introduction of presenters

4:35 Guardianship – guiding principles and purpose, limitations and expansions

4:50 Reasons for Conservatorship, types and responsibilities of conservators

5:05 Court Process and Funding

5:20 Ethical Practices and Human Rights

5:35 Guardianship Programs – Clinicians’ process for clients needing a court appointed guardian/conservator

5:50 Discussion, followed by Q&A

6:05 End of CE program

6:05-6:30  Care Manager Networking

Contact Hours

Please note that anyone arriving after 4:35 pm will not be entitled to a certificate.

This program has been submitted to the Commission for Case Manager Certification to provide continuing education credit to board certified case managers with 1.5 CE contact hours.

This program will be submitted to the Network for Professional Education at the Boston University School of Social Work to provide continuing education credit to licensed SWs with 1.5 CE contact hours. Please check with your state board to verify acceptance of the Boston CE.

It is the participant’s responsibility to check with their individual state boards to verify CE requirements for their state. 

No fee is charged for this program.


Members please RSVP no later than Febuary 13th.

RSVP information will be in the weekly ListServe announcements

Individuals wishing to learn more about membership and to attend a chapter program, please email:


References :

1-193 General Court of Massachusetts
Article 5 Section 5-303:procedure for court appointment of an incapacitated person

2-Chapter 19A CHAPTER 19A. — DEPARTMENT OF ELDER AFFAIRS.  Chapter 19A — Section 20. Lack of capacity to consent to protective services; hearings; emergency orders; placement or commitment.


3-Mass Legal Services
Online research for Massachusetts Poverty Law Advocates
Guide to Rogers Guardianship
Date 4/1/2015
Author-Massachusetts Probate and Family Court


  1. Reimers, Karen. “Evaluation of Decision-Making Capacity and Guardianship.” The Clinician’s Guide to Geriatric Forensic Evaluations, 2019, pp. 115–151.,


  1. Center for Guardianship Excellence

Guardianship Oversite: Is Massachusetts Applying Best Practices-Report of the Mass. Guardianship Institute Colloquium on Guardianship Oversite 12/3/2020, 12/10/2020
Publication of the Center for Guardianship Excellence


  1. Massachusetts Guardianship Association


  1. National Guardianship Association