Civil Remedies for Empowering Victims of Elder Financial Exploitation (December 11, 2019)
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Webinar Recording

Additional resources mentioned during the webinar:
Model Civil Provisions on Elder Financial Exploitation
Taking Action: An Advocate's Guide to Assisting Victims of Financial Fraud

The civil justice system offers victims of financial exploitation powerful tools for seeking justice. However, opportunities are often missed because victims don’t know their options or believe they are unaffordable. Service providers are often unprepared to direct victims to the civil system.  In 2014, the National Center for Victims of Crime hosted the Elder Financial Exploitation Roundtable, supported by the Huguette Clark Foundation for the Protection of Elders, that brought together experts and advocates from around the country to explore remedies for exploitation. Among the group’s recommendations was to craft model elder financial exploitation statutes. Following the event, NCVC was awarded additional funds to oversee the creation of model statutes. 

This webinar describes the model statutes and provides participants with: 
  • Information about key strategies available to hold perpetrators accountable, prevent future exploitation, and help victims rebuild their lives through civil action;
  • Insight that can help victims navigate the civil justice system; and
  • Strategies for strengthening financial abuse protections in their states and communities. 

Panelists include: 

Laura Cook 
Director, Training & Technical Assistance 
The National Center for Victims of Crime  
www.victimsofcrime.org 

Matthew Andres 
Clinical Assistant Professor & Director, Veterans Legal Clinic
University of Michigan Law School 
https://www.law.umich.edu/clinical/veterans

This National Elder Justice Advocates Academy webinar is hosted by CEJC with support from the Huguette Clark Foundation for the Protection of Elders.
Improving Access to Aging Services with Community Health Workers
(November 26, 2019)

webinar recording

CHWs advocate for health and social justice in hard-to-reach communities by providing health outreach and education, client-centered counseling and case management, and client and community-based advocacy. They work to reduce unequal rates of illness, disability, and death and to achieve health equity and justice, prioritizing communities with the greatest health risks. Increasingly, the aging and elder justice networks are exploring how CHWs can promote justice and health in aging and prevent elder abuse and neglect. 

Panelists include:

Tim Berthold is the Coordinator of the Community Health Worker Certificate Program at City College of San Francisco. He is editor of the Foundations for Community Health Workers textbook, and the companion Training Guide published by Jossey-Bass in 2016. He has worked with community-based health and human rights projects in diverse communities in the Bay Area and internationally. 

Linda Mack-Burch works in Case Management at Bayview Senior Services.  Previously, she was the Program Director of the Dr. George W. Davis Senior Center in San Francisco. She has championed the use of CHWs in multiple settings for decades, including their use in eliminating disparities in African American infant mortality. She serves on the Technical Advisory Committee of CCSF’s CHW program and works with the program to design CHW field work experiences with older adults. 

Nicole Howell is the Executive Director for Ombudsman Services of Contra Costa and Solano Counties in California, where she works in partnership with Mount Diablo Adult Education and Opportunity Junction to operate the Health Career Pathway Initiative. The initiative was designed to improve the quality of care to uninsured, underinsured, underserved and vulnerable Contra Costa residents who are at greatest risk for poor health, while providing educational and career pathways to economic sufficiency for low-income individuals.

This National Elder Justice Advocates Academy webinar was hosted by CEJC with support from the Huguette Clark Family Fund for the Protection of Elders.
Reforming Adult Guardianship Through WINGS (July 23, 2019)

webinar recording

Protecting the rights of adults subject to – or potentially subject to – guardianship is among the most complex and controversial challenges elder justice advocates face.  It involves balancing the rights and autonomy of these adults with society’s obligation to protect individuals unable to protect themselves.
 
Working Interdisciplinary Networks of Guardianship Stakeholders (WINGS) are ongoing court-stakeholder partnerships to drive changes in guardianship policy and practice, promote less restrictive options , and address guardianship abuse.  Under the leadership of the court, WINGS bring together a multidisciplinary array of stakeholders from diverse agencies to prioritize key issues and work collectively toward their resolution.  In 2016, the American Bar Association Commission on Law and Aging, with the National Center for State Courts, received an Elder Justice Innovation Grant from the U.S. Administration on Community Living (ACL) to establish, expand, and enhance state WINGS.  A panel of representatives from the ABA Commission and state WINGS will showcase their work and direct participants to resources and promising strategies.

Panelists are:

Erica Wood, Assistant Director, American Bar Association Commission on Law and Aging
Dari Pogach, Staff Attorney, American Bar Association Commission on Law and Aging 
Nanci Thaemert, Senior Manager, Court Services for Families and Children, Idaho Supreme Court
Jennifer N. Taylor, Financial Exploitation Attorney, Legal Aid of West Virginia

This National Elder Justice Advocates Academy webinar was hosted by CEJC with support from the Huguette Clark Family Fund for the Protection of Elders.
State ID Theft Coalitions: Stolen Identities and Beyond (May 22, 2019)

Webinar Recording

Identity theft can rob victims of  homes, life savings, independence, credit, and dignity. Victims may find themselves in debt or even implicated in crimes. Combatting this pernicious crime and making victims, many of whom are elderly, whole may require interventions with local, state, federal, or international law enforcement officials and victim advocates, the IRS, and creditors. Older adults are among the primary targets. 

In 2010, the U.S. Department of Justice funded the Maryland Crime Victims Resource Center to organize and support 10 state level coalitions to serve victims of ID and cyber-crime. The result was the National Identity Theft Victims Assistance Network (NITVAN). In 2016, additional funds were provided to the Identity Theft Resource Center (ITRC) to expand and enhance NITVAN coalitions through ongoing funding, the creation of an advisory committee, and technical assistance. This webinar will bring together representatives from the coalitions to describe what they have learned, their challenges and successes, and how others can benefit. Panelists are:

Paul Caccamise, LMSW, ACSW, Vice President, Fraud, Scams and ID Theft Prevention Program, Lifespan of Greater Rochester
Leita King, MSW, Fraud, Scams and ID Theft Prevention Program Coordinator, Lifespan of Greater Rochester
Hazel Heckers, Victim Assistance Coordinator, Colorado Bureau of Investigation
Sarah Goelz, Grant Manager, National Identity Theft Victims Assistance Network (NITVAN)
Mila Mignosa, Program Coordinator, Elder Identity Theft Coalition, Massachusetts Office of the Attorney General

This National Elder Justice Advocates Academy webinar was hosted by CEJC with support from the Huguette Clark Family Fund for the Protection of Elders.
In Conversation with Bill Benson: The State of Elder Justice (March 27, 2019)

Webinar Recording
Webinar Slides
Reflections on Aging Advocacy and Imperatives for its Future

In this free-ranging conversation, CEJC Executive Director Lisa Nerenberg speaks with elder justice expert and advocate (and former CA State Ombudsman) Bill Benson. He draws from his decades of experience as an advocate and policy maker to reflect on the past, current status, and future of the elder justice movement. Among the topics he addresses are the Older American's Act's explicit requirements for advocacy by the aging network and how states have interpreted and capitalized on them. He weighs in on the President's budget for 2020 and congressional response to it, highlighting opportunities it offers states, and discusses the future of the Elder Justice Act. Lisa Nerenberg provides an update on CEJC's National Advocates Academy and its role in organizing the new National Network of Elder Justice Coalitions.

This National Elder Justice Advocates Academy webinar was hosted by CEJC with support from the Huguette Clark Family Fund for the Protection of Elders.
What's New in Undue Influence: Tools, Definitions, and Court Responses (November 7, 2018)

Webinar Recording

Mary Joy Quinn's slides
Nancy Hoffman's slides
Dr. Sheila Jones & Cecilia Steiner-Smith's slides


In 2015-16, a team of researchers in California created the California Undue Influence Screening Tool (CUIST) to help Adult Protective Services (APS) workers identify and document this murky, "know it when I see it" threat to older American's security, autonomy, and assets. The tool reflects the state's civil definition of undue influence that was created in 2014 to reflect current understanding of the phenomenon. Mary Joy Quinn, who directed the project, described CUIST and the new definition. Geriatric neuropsychologist Nancy Hoffman, PhD; who provides consultation, assessment, and expert witness testimony in forensic cases involving mental capacity, undue influence, conservatorships, will contests, and financial elder abuse; described how she has incorporated CUIST into her practice and how California courts are responding to the new definition.

APS workers in the District of Columbia began using CUIST in 2017 under the leadership of Dr. Sheila Jones, Chief for Adult Protective Services, Department of Human Services, Family Services Administration. This followed the passage of the Financial Exploitation of a Vulnerable Adult or Elderly Person, which established undue influence as a criminal offense the previous year. Assistant Attorney General Cecelia Steiner-Smith, JD, who represents APS in guardianship and conservatorship cases and in obtaining temporary protection orders, civil protection orders, and provisional protection orders for vulnerable adults, discussed DC’s new law for undue influence and the court’s response.

This webinar is intended for professionals and advocates who are interested in improving their communities' response to undue influence.

For copies of CUIST and more on undue influence, visit CEJC's Undue Influence Toolkit page.

Panelists included:

Mary Joy Quinn, Consultant and retired Director of San Francisco Probate Department
Dr. Nancy Hoffman, Geriatric Neuropsychologist
Dr. Sheila Jones, Chief, Adult Protective Services, District of Columbia
M. Cecelia Steiner-Smith, JD, Assistant Attorney General, District of Columbia

This National Elder Justice Advocates Academy webinar was hosted by CEJC with support from the Huguette Clark Family Fund for the Protection of Elders.
Homelessness in Older Adults: Causes, Consequences & Prevention (September 26, 2018)

Webinar Recording

Webinar Slides


This webinar featured Dr. Margot Kushel, a leading researcher in elder homelessness who described her cutting edge research and the preventative interventions it suggests.

Joining her was Ali Sutton, of the California Department of Social Services, who is responsible for implementing Home Safe, a recently funded homelessness prevention pilot project. The project, which will be carried out by APS programs across the state, is the result of successful advocacy spearheaded by the California County Welfare Directors Association and co-sponsored by CEJC and the California Commission on Aging.

Panelists included:

Dr. Margot Kushel, Professor of Medicine at the University of California, San Francisco, Division of General Internal Medicine, Zuckerberg San Francisco General Hospital and Trauma Center (ZSFG)

Ali Sutton, Chief of the Housing, Homelessness and Civil Rights Branch at the California Department of Social Services (CDSS)

This National Elder Justice Advocates Academy webinar was hosted by CEJC with support from the Huguette Clark Family Fund for the Protection of Elders.
International Financial Crime: How Do We Turn the Tide and Help Older Victims? (August 1, 2018)

Webinar Recording

Webinar Slides:
Steve Baker's slides
Debbie Deem's slides

Additional Resources referenced during webinar:
Wise & Healthy Aging Romance Scam Support Group Flyer
Ventura Coalition 2018 Romance Scam Support Flyer
LA SCAMS Working Group - Tips for Avoiding Financial Scams
Senior's Guide to Online Safety
Baker Fraud Report
Steve Baker's BBB studies:

This webinar shared descriptions of international financial crimes that target the elderly, identified where to file complaints, and why to do so. It also described the challenges of working with these populations, including managing expectations and the impact of promising programs. Presenters for this webinar are fraud fighter superstars: FBI Victim Specialist Debbie Deem and Steve Baker, former Director of the Federal Trade Commission of the Midwest, who has authored reports for the Better Business Bureau (BBB) and the recent CEJC blog post ‘Awash in a Sea of Fraud: No Guns, No Action’.

This webinar discussed the epidemic of financial crimes perpetrated against the elderly in the USA and America’s response to these threats. The FBI Internet Crime Complaint Center has reported that internet romance scams targeting older adults is the #1 reported personal crime by loss of dollar amount reported to them. A new study by the BBB reports that 2,820 people reported sweepstakes and lottery scams in 2017, with a median loss of $500. There have undoubtedly been many more victims with even greater losses. Many victims are afraid to report, or see limited results when they do.

Professionals working with victims, suffering devastating losses and emotional trauma are victimized repeatedly, and may play a role in their own victimization. Some victims need help negotiating with: creditors, family members, the IRS, landlords, and/or public benefits programs after their victimizations; while others may be implicated in crimes they were unaware of.

Panelists included:

Debbie Deem, FBI Victims Specialist
Steve Baker, International Investigations Specialist, Better Business Bureau

This National Elder Justice Advocates Academy webinar was hosted by CEJC with support from the Huguette Clark Family Fund for the Protection of Elders.
Engaging Financial Institutions in Abuse Investigations (June 6, 2018)

Webinar Recording

Webinar Slides: Part 1, Part 2, Part 3

Financial institutions often have information critical to elder financial abuse investigations that privacy concerns prevent them from sharing with investigators. In 2013, the Consumer Financial Protection Bureau and other federal agencies issued guidelines explaining what information institutions can share, which is more than many thought. Getting the word out was another matter.

The National Adult Protective Services Association (NAPSA) collaborated with the Philadelphia Corporation on Aging (PCA) to create a protocol that APS and other investigators can use in requesting evidence. Florida APS Director Robert Anderson, who spearheaded its use in his state, says that getting bank records was APS' workers' #1 complaint in 2015 but had disappeared by 2016 thanks to the protocol!

Anderson joined Alan Lawitz, Director of New York's Bureau of Adult Services, which is also using the protocol, on a panel to describe their experiences. The session was led by Joe Snyder, PCA's recently retired APS Director, who spearheaded the development of the protocol, which was supported by the Huguette Clark Family Fund for Protection of Elders. The protocol won the National Association of Area Agencies on Aging's National Aging Achievement Award.
To see the Protocol, go to National Guidelines on the NAPSA website.

Panelists included:

Robert K. Anderson, State Director, Adult Protective Services, Florida Department of Children and Families
Alan Lawitz, Esq., Director, Bureau of Adult Services, New York State Office of Children & Family Services
Joe Snyder, Elder Justice Consultant, Chair of the Philadelphia Financial Exploitation Prevention Task Force, Chair of NAPSA’s Public Policy Committee, and Board Member of the National Institute on Elder Financial Exploitation

This National Elder Justice Advocates Academy webinar was hosted by CEJC with support from the Huguette Clark Family Fund for the Protection of Elders.
Building an Elder Justice Movement State by State (May 1, 2018)

Webinar Recording

Webinar Slides

Protecting the rights, safety, and security of older adults requires comprehensive public policy and programs for abuse reporting, legal assistance, victims' rights, consumer protection, patients’ rights, and long term services and supports. This webinar described 4 state coalitions in California, Minnesota, Ohio, and New York that are mobilizing stakeholders to design policies and programs that prevent abuse, counter ageism, promote autonomy and independence, and improve service delivery.  It was the first in a series of webinars as part of CEJC’s National Elder Justice Advocates Academy with support from the Huguette Clark Family Fund for Protection of Elders.

Panelists included:

Lisa Nerenberg, MSW, MPH, Executive Director, California Elder Justice Coalition
Risa Breckman, LCSW, Executive Director, NYC Elder Abuse Center
Georgia Anetzberger, PhD, ACSW, Adjunct Assistant Professor, Department of Medicine, Case Western Reserve University
Iris Freeman, MSW, Adjunct Professor of Law, William Mitchell College of Law
Paul L. Caccamise, LMSW, ACSW, Vice President for Program, Lifespan of Greater Rochester Inc.

This National Elder Justice Advocates Academy webinar was hosted by CEJC with support from the Huguette Clark Family Fund for the Protection of Elders.





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