Compliance Network
Elder Financial Exploitation
May 5, 2016
Video Conference Locations
Cooperative Credit Union Association
845 Donald Lynch Boulevard
Marlborough, MA 01752 |
America's Credit Union Museum
418 Notre Dame Ave
Manchester, NH 03102 |
Navigant Credit Union
1005 Douglas Pike
Smithfield, RI 02917 |
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LOCATION FULL
| Registration: |
9:00 a.m.
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| Program: |
9:30 a.m.-1:00 p.m. |
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| There is no fee for this meeting. You will show a zero balance. |
Elder financial exploitation continues to occur with increased frequency in our communities. The credit union mission is to ensure economic security for all members, including elders. Protecting them from financial exploitation, promoting their economic security, and educating both them and those who care for them about potential dangers is part of the credit union agenda.
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AGENDA
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9:30am - 9:45am |
Welcome
and Introductions
Paul
Gentile, President/CEO, Cooperative Credit
Union Association, Inc.
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9:45am - 10:15am |
Overview
of Concerns
Case Examples by Elder
Affairs Service Providers
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10:15am - 10:40am |
Detecting
and Preventing investment Scams for Seniors
Diane Young-Spitzer,
Deputy Director and General
Counsel,
Massachusetts
Securities Division
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10:40am - 11:05am |
Guide
to Consumer Protection for Elders
Cynthia Begin, Chief
Risk Officer, Massachusetts
Division of Banks
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11:05am - 11:30am |
Education
Resource - Money Smart for Older Adults
Paul Horwitz,
Community Affairs
Specialist, FDIC – Boston Area Office
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11:30am -
1:00pm |
State
Discussions: local concerns, issues and available
resources
New Hampshire -
America’s Credit Union Museum
New Hampshire
Bureau of Elderly and Adult Services
Rachel Lakin, Adult
Protective Services
Programs Operations Administrator
Bruce Angus, Adult Protective Social
Worker III
Brian Murphy, Adult Protective Social
Worker III
New Hampshire Banking Department
Todd Wells, Chief Bank Examiner
Emelia Galdieri, Legal Counsel
Massachusetts –
Cooperative Credit Union Association Office
Massachusetts Executive Office of Elder Affairs
Jonathan Fielding, Protective Services
Regional Manager
Credit Union
Reporting Project
Massachusetts Division of Banks
Cynthia Begin, Chief Risk Officer
Rhode Island -
Navigant Credit Union
Rhode Island Department of Business Regulation
Elizabeth Kelleher
Dwyer, Deputy Director
and Superintendent of Banking
Matt Gendron, General Counsel, Financial Services
Don Defedele, Chief Examiner of the Securities Division |
Registration for this event is closed.