Fighting Elder Financial Abuse: What Credit Unions Should Recognize & How to Respond

January 15, 2013

1:00–2:30 p.m. Central Time

Cost: Free to affiliated credit unions

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About This Event

What can be done to protect vulnerable seniors from financial exploitation? We are pleased to introduce our expert panel, who will examine the third most commonly substantiated type of elder abuse in the united states--financial abuse. The annual financial loss by victims of elder financial abuse is estimated to be at least $2.6 billion dollars.

As part of a nation-wide initiative to build economic security for seniors, the Federation talked to credit unions around the country. They told us that their older members are being targeted by financial scams. Credit union members told us that they or friends and relatives had been the victims of exploitation.

Through education and awareness, credit unions can be a first line of defense. To be successful however, financial institutions need to understand what to look for, how to respond and where privacy requirements and the requirement to act can work in tandem.

In this webinar, three national figures in the fight to protect financially vulnerable seniors will discuss the risks, explain how to recognize the signs and look at effective responses and intervention strategies. We will also introduce the CUNA Elder Abuse: Awareness & Prevention training module.

This webinar is being jointly held by CUNA and the National Federation of Community Development Credit Unions.

Webinar Overview

Just like in face-to-face classes, CUNA Webinars allow you to see and hear a presentation, ask questions of the instructor, and refer to handouts. You need only a speakerphone and computer with Internet connection. With a computer projection screen, it's easy to provide this training to a whole roomful of staff! When you register for an event, the connection information will be e-mailed to you 24-48 hours before the event. If you are registering for an event the day it is being held, please call 800-356-9655, ext. 4249 or e-mail for assistance.

Did you addition to attending this event live, your tuition includes six months of unlimited access to the archived (recorded) event within 48 hours of the live event for your entire credit union. See the archived events available to you and your credit union.

CUNA Webinars use Adobe Connect to provide an interactive and convenient online learning environment. Whether you are a first time Adobe Connect user, or simply need a refresher, take a short tour. You'll learn how to effectively interact with the presenter and your peers during live webinars.

Also Available

Can't attend at this time? Click here for the archived version.

Who Should Attend

This webinar is beneficial to credit union managers and community development officers.

Affiliation with CUNA/League is required for attendance.


Hubert Humphrey III
Hubert is the assistant director of the Office of Older Americans at the Consumer Financial Protection Bureau and former Minnesota attorney general.

Elizabeth Loewy
Elizabeth is chief of the Elder Abuse Unit at the New York County District Attorney's Office and served as counsel in the trial involving the late Brooke Astor, a well-known New York City philanthropist.

Bessie Tolbert
Bessie was the former Adult Protective Services program manager for the Kansas Department of Social and Rehabilitation Services.

Rhea Flanagan
Rhea is the manager of Instructional Design at CUNA.

Melanie Stern
Melanie is the senior program officer at the Federation and coordinator of Better Directions.


Cancellations received in writing (via fax 608-231-4327) seven or more days before the start of the program are eligible for a refund of the amount paid minus a $0 administrative fee. No refunds will be granted if cancellation is received six days or less before a program begins. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.

For more program content information, call 800-356-9655, ext. 4249, or e-mail

For registration questions, call 800-356-9655, ext. 4400, or e-mail