Train-the Trainer Event: Working together to PREVENT ELDER FINANCIAL ABUSE on the Central Coast of California!

A SPECIAL COMMUNITY EDUCATION AND TRAINING EVENT BROUGHT TO YOU BY

ELDER FINANCIAL PROTECTION NETWORK AND WESTERN PAYMENTS ALLIANCE

“Working together to PREVENT ELDER FINANCIAL ABUSE on

the Central Coast of California!”

Monday, November 3, 2014

San Luis Obispo City/County Library Community Room, 995 Palm Street, San Luis Obispo

8:30 am to 12 noon.

Registration: 8:30 am – 9:00 am

Keynote/Welcome Address: District Attorney Elect Dan Dow

Session 1: 9:00 am to 10:15 am -Consumer-oriented discussion with Panelists representing

Laurie Wylie, Adult Protective Services, SLO County

-Marsha Mann, Crime Prevention, SLO County Sheriff’s Department

-Ki Blair, SLO County District Attorney’s Office

-Stephanie Barclay, Legal Services of SLO and Santa Barbara Counties

-to be determined, Financial Institution Security Investigations

BREAK: 10:15 am to 10:30 am

Session 2: 10:30 am to 12 noon -Financial Institution Training Session

Trainer: Patty Presta, Vice President, Events, AAP, Western Payments Alliance

Educational session with a focus on

1) Mandated Reporting of Suspected Elder Financial Abuse based on Elder Abuse and Dependent Adult Reporting Act of 2005, identifying “typical victims,” Reasons for Under-reporting, Typical perpetrators, Flags, Reporting Processes and

2) Bank Secrecy Act/Suspicious Activity Reporting Requirements

Wrap up: 12:00 noon

Free for general public public. Banks, Credit Unions and Legal Professionals may attend for a discounted registration fee of $99. Information on registration and sponsorship opportunities are available at www.elderfinancialprotection.org

Note: The banking regulatory agencies have confirmed that banks’ investments, grants, and in-kind donations to Elder Financial Protection Network (EFPN) are considered “qualified investments” for the purpose of the Investment Test of the Community Reinvestment Act

 

 

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