EVENT: Financial Exploitation of the Elderly (Session Code: 401)
Elder abuse training Ė regarding financial exploitation of the elderly -- is now required for employees and officers with direct customer contact. Examiners will be collecting information about your credit unionís training on this subject, as DFPR is required to report training data on a bi-annual basis.

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

All credit unions face situations where only they have an opportunity to witness suspected exploitation. Participate in this QuickBite to learn the common indicators and the actions you can take.

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 itís 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 1:
Audio Archive - January 31, 2012:

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