EVENT: Financial Exploitation of the Elderly (Session Code: 602)
Financial Exploitation of the Elderly training is now required in some states for employees and officers with direct member contact.

This QuickBite will meet the training requirements and will cover:

• Terminology
• Illinois statutory protections
• Recognizing the indicators of financial exploitation
• Some of the common perpetrators of financial exploitation
• Financial record confidentiality and exceptions
• Where to report, when a confidentiality exception applies
• Suspicious Activity Reports / narratives / confidentiality
• Training and record-keeping requirements for current employees and new hires


Illinois Pricing:
Affiliate: $ 100.00
Non-Affiliate: $200.00

Out of State Pricing:
Regular: $ 150.00

Contact: Cheryl Washington (Illinois Credit Union League)
Phone: 630-983-3417
Fax: 630-983-3212
Email: cheryl.washington@ilcusys.org

Speaker: Carol Bertoux
Speaker Bio:
 Carol Bertoux is Associate General Counsel for the Illinois Credit Union League. In this position she assists the general counsel and chief operating officer of the League in general matters on behalf of the League and its affiliates. She also analyzes state and federal laws, rules and regulations that affect credit unions, and provides assistance and advice to credit unions and their retained counsel.

Location(s):

Location 1:
Audio Archive on Demand - July 31, 2013:

Securely Register for Financial Exploitation of the Elderly

Contact Information:
Name:   Remember My Information
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Number of Participants to Register:
Register as non-affiliated Illinois CU