Basic Learning Path: Financial Elder Abuse

Is your financial institution doing all it can to protect our elders from Elder Financial Abuse?  You will hear from several industry experts on latest scams, how to train your frontline staff including knowing the red flags and interviewing skills, as well as where you can get Train the Trainer information and marketing materials for your elders.

Patty Presta, AAP, NCP

VP, Professional Development Events

Patty Presta is Vice President of Professional Development Events at WesPay and is an Accredited ACH Professional who has conducted ACH training since 1997. Her responsibilities include training financial institutions through live workshops, webinars, and webcasts, as well as consulting on such topics as ACH Origination, Risk Management and other electronic payment-related issues. Patty has taught at NACHA’s Payments Conferences and Payments Institute and has also served on several NACHA Rules work groups and task forces. Prior to joining WesPay, Patty worked at the New England ACH Association as their AVP of Education.

Nicole Fernandez

San Mateo Elder and Dependent Adult Team

Nicole serves as the training and outreach specialist for the Elder and Dependent Adult Protection Team (EDAPT) of San Mateo County, California. EDAPT is a collaboration between San Mateo County's Aging and Adult Services division, District Attorney's Office, County Counsel's Office, and local law enforcement tasked with preventing and prosecuting elder and dependent adult abuse.

Andrea Higgens

Criminal Investigator, San Mateo County District Attorney’s Office

Jenefer Duane

Senior Program Analyst, Office for Older Americans, District Attorney's Office

As Sr. Program Analyst in the Office for Older Americans at the CFPB, I lead the Money Smart for Older Adults - Prevent Financial Exploitation program and the Elder Financial Protection and Response Network initiative. I enjoy working with elder justice stakeholders and advocacy groups across the nation to develop state, local and regional networks to prevent exploitation and improve response to cases that are reported to law enforcement and adult social service agencies. I am a liaison to the US Treasury - FinCEN for the reporting of elder financial exploitation by financial institutions under BSA.

For the past 25 years, my work in elder care and elder justice advocacy includes public speaking, community outreach, building coalitions, training and curriculum development; event production, marketing/communications, fundraising and non-profit administration.

Prescott Cole

Senior Attorney, CANHR

I graduated from San Francisco State University with a Degree in Broadcast Communications Arts. My first job was as a sports reporter for a small town daily in the Northeaster Plains of Colorado. After several stories that riled up the Sterling Booster Club, I high-tailed it back to the San Francisco Bay Area where I took a job selling chemicals and raw material to make paint. I was modestly successful at sales and was elected as a board member to the Golden Gate Paint and Coatings Association, and as President of the Chemical Marketing Association of Northern California. After fifteen years of discussing the merits of titanium dioxide and organic volatiles I took a job with the California Democratic Party and began attending night classes at the JFK University Law School in Walnut Creek. After that, and while waiting for my Bar results, I began volunteering at California Advocates for Nursing Home Reform (CANHR). As double luck would have it, the day after getting my positive result from the Bar I was offered a job at CANHR. That was nineteen years ago. In my position as CANHR Senior Attorney I facilitate CANHR's training programs to educate law enforcement, legal services programs, attorneys and seniors about elder abuse, neglect and senior–targeted financial scams. I also counsel individuals and family members who have questions about elder law. I have written several pieces of state legislation and I have testified before the U.S. Senate Special Committee on Aging about financial elder abuse.

Key:

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Identifying Elder Financial Abuse (Webcast)
Recorded 05/01/2020
Recorded 05/01/2020
Identifying Elder Financial Abuse
10 Questions  |  Unlimited attempts  |  10/10 points to pass
10 Questions  |  Unlimited attempts  |  10/10 points to pass
Roadmap to the Future of Age Friendly Banking (Webcast)
Recorded 05/01/2020
Recorded 05/01/2020
Roadmap to the Future of Age Friendly Banking
10 Questions  |  Unlimited attempts  |  10/10 points to pass
10 Questions  |  Unlimited attempts  |  10/10 points to pass
Recognizing and Responding to Elder Financial Exploitation (Webcast)
Recorded 05/01/2020
Recorded 05/01/2020
Recognizing and Responding to Elder Financial Exploitation
10 Questions  |  Unlimited attempts  |  10/10 points to pass
10 Questions  |  Unlimited attempts  |  10/10 points to pass
Money Smart for Older Adults (Webcast)
Recorded 05/01/2020
Recorded 05/01/2020
Money Smart for Older Adults
10 Questions  |  Unlimited attempts  |  10/10 points to pass
10 Questions  |  Unlimited attempts  |  10/10 points to pass
Who Does What in Elder Financial Abuse Cases? (Webcast)
Recorded 05/01/2020
Recorded 05/01/2020
Who Does What in Elder Financial Abuse Cases?
10 Questions  |  Unlimited attempts  |  10/10 points to pass
10 Questions  |  Unlimited attempts  |  10/10 points to pass
Certificate - Financial Elder Abuse
0.00 credits  |  Certificate available
0.00 credits  |  Certificate available
AAP CE Credits
6.00 AAP credits  |  No certificate available
6.00 AAP credits  |  No certificate available