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Swindles, Scams and Schemes: Exposing the Elder Financial Abuse and Exploitation Epidemic Agenda

8:00 – 9:00am – Registration

9:00 – 9:05am – Welcome and Introduction

  1. Shawna Reeves, MSW, Director of Elder Abuse Prevention at Institute on Aging

9:00 – 10:30am – Promoting Practice-Informed Elder Justice Policy

  1. Opening Remarks: Carmen Chu, Assessor-Recorder of San Francisco
  2. Claire McDonnell, True Link, Founder, Head of Product & Operations
  3. Lisa Nerenberg, MSW, MPH Chair, California Elder Justice Coalition; Instructor, City College of San Francisco

10:30 – 10:45am – Break

10:45 – 12:15pm – Neuropsychological and Legal Consideration in Elder Financial Abuse

  1. Dr. Jonathan Canick, PhD., Neuropsychologist, Departments of Psychiatry and Neurosciences, CPMC, Assistant Clinical Professor, UCSF
  2. David Baer, Esq., Trust and Estates Litigation Attorney

12:15 – 1:15pm – Lunch (will be provided)

1:15 – 2:45pm – A showing of the award-winning short film, “Fleeced,” followed by Panel of Experts:

  1. Carrie Moulton, Esq., Director of Fiduciary Services, Institute on Aging
  2. Jill Nielsen, LCSW, Adult Protective Services Program Director, Department of Aging and Adult Services, City and County of San Francisco
  3. Andrea Luquetta, JD, Policy Advocate, California Reinvestment Coalition, featured in “Fleeced”
  4. Annette Smith, Tenant Organizer, Lyn Roc Tenants Association, featured in “Fleeced”

2:45 – 3:00pm – Break

3:00 – 4:30pm – (2 sessions, back to back)
Take a Walk on the Civil Side: Civil Attorneys and Elder Abuse Experts Joining to Fight Elder Abuse

3:00 – 3:45pm – Session 1: Understanding Complex Financial Abuse Cases

  1. Neil Granger, Consultant and Expert Witness – Elder Financial Abuse
  2. Shawna Reeves, MSW, Director of Elder Abuse Prevention at Institute on Aging

3:45 – 4:30pm – Session 2: Civil Attorneys: Your Friends in the Fight Against Elder Financial Abuse

  1. Prescott Cole, Esq., Senior Attorney, California Advocates for Nursing Home Reform
  2. Kathryn Stebner, Esq., Trial Lawyer, Stebner & Associates

4:30 – 5:00pm – Final Keynote/Closing Statements:

  1. Mary Twomey, MSW, Program Manager of the Aging Initiative at the California Social Work Education Center at U.C. Berkeley, Expert Consultant at the Administration for Community Living at the U.S. Department of Health and Human Services