Course Series

CNM Ingenuity Course Series

Series 1: Ethics and Fundamentals of Guardianship and Conservatorship

Created and delivered by experienced New Mexico ethicists, guardians and conservators, geriatric psychiatrists and neuropsychologists, attorneys and fiduciaries, the Ethics and Fundamentals of Guardianship and Conservatorship series presents meaningful insight and best ethical practice training to those serving or planning to serve the growing number of vulnerable aging individuals and adults with disabilities.

This 5-module series explores the spectrum of ethical standards of practice, including those of the National Guardianship Association, legal basics, medical and behavioral issues, biomedical ethical decision making, cultural and diversity issues, and professional skills and resources available locally and nationally. CEU’s available. Certificate of Completion.

This course is $759 or you may register for individual sessions.

Series 2: Ethics in Guardianship with Court Visitor Training

This course contains the Ethics and Fundamentals of Guardianship and Conservatorship of adults series with the addition of the optional Court Visitor Training.

This course is $799 or you may register for individual sessions.

Series Introduction: Legal Issues of Guardianship and Conservatorship 
Saturday, August 29, 2020
9:00 AM - 4:00 PM

The world of Guardianship and Conservatorship of adults is complex, with specialized concepts and practices that seriously impact the lives of many of our adult citizens.

The Series Introduction will provide a brief history of this program; the fundamental ethical premises underlying guardianship and conservatorship; definitions of basic terms and concepts; and will preview what to expect from the series.

This session will also study legal concepts and specific New Mexico laws key to the protective proceedings under which vulnerable people receive court appointed oversight. These laws provide the underpinnings for ethical practice standards for those who grapple with the many gray areas of life management with and for others.

Tuition: $169

Behavorial Health, Medical Issues, and Medications
Saturday, September 12, 2020
9:00 AM - 4:00 PM

Ethical decision making as a guardian or conservator with and for others involves understanding cognitive deficits due to dementia, developmental disabilities, mental illness, or other diagnoses impacting the client's full capacity to comprehend treatment options and to consent or decline.

In this session, you will learn about the above and how to communicate and build trust with your client. You will also learn behavioral management strategies that emphasize structure and familiar routine.

This section will also cover physical issues, diseases, and acronyms common to aging; common medications, dosage  and usage concerns for the elderly as well as those with developmental disabilities.


Tuition: $169

Ethics and Standards in Guardianship; BioMedical Ethics; Tools for Guardians

Saturday, September 26, 2020
9:00 AM - 4:00 PM

The National Guardianship Association Ethics and Standards of Practice will be  the basis for more in-depth exploration of decision making with and for others; interdisciplinary life management for vulnerable people; applying advance directives to health and daily care issues; residential placement; monitoring and visitation; and other duties of guardians.

Navigating medical treatment dilemmas, end-of-life issues, and how to weigh treatment risks, benefits, and alternatives will be only some of what is explored in the fascinating study of Biomedical Ethics.

Tools for guardians will cover effective care plan writing; assessments; PT and OT evaluations; and other instruments useful in sound ethical decision making.


Tuition: $169

Conservatorship, Cultural Diversity, and Professional Skills
Saturday, October 24, 2020
9:00 AM - 4:00 PM

In this session we will continue to cover legal basics, with emphasis on what is required of the ethical and competent conservator regarding asset and property management.

In cultural diversity we will explore racial and demographic groups, sexual orientations and personal characteristics; how cultural factors impact your client interactions; and your own assumptions and implicit biases that may affect your client-centered practice and interdisciplinary problem solving.

Professional skills for competent ethical practice will cover healthy professional boundaries, effective advocacy, compassion, confidentiality, and documentation in case notes, billing and time sheets.

Tuition: $169

Case Scenarios in Guardianship and Conservatorship; More Ethics; Summary
Saturday, November 7, 2020
9:00 AM - 4:00 PM

This module applies lessons and heightened awareness acquired from previous modules to composite real-world case scenarios.The resulting class discussion will help further explore and instill issues studied in this course.

This session also serves as a precursor to the next set of modules to be offered in Advanced Ethics and Fundamentals in Guardianship and Conservatorship of adults, that will provide more hands on participation, experience, and in-depth study with course-based assignments.

Continued discussions of ethics and standards will reemphasize important principles, and provide time for yet untouched areas and class discussion.

We will conclude with a summary of key issues covered in the full series.

Pre-requisite: Course Series

Tuition: $169

Court Visitor Training 
Saturday, November 24, 2020
8:30 AM - 12:00 PM

As our aging population grows, so too will the need for Guardianship and Conservatorship of more adults.

An important part of this process is the role of the Court Visitor, appointed by the judge to review and write a report of the needs, abilities, and disabilities of the alleged incapacitated person, their living situation, and the appropriateness of the proposed guardian and conservator.

The Court Visitor must have no personal interest in the proceeding and be trained or have appropriate expertise as a professional, as defined by New Mexico law.

This course will review the duties and ethical responsibilities expected of the Court Visitor.

Pre-requisite: Course Series

Tuition: $79