Building Bridges~Sharing Best Practices
Elder Financial Protection Network, with Platinum Sponsor CapitalSource Bank, Gold Sponsors First Bank and WesPay, Silver Sponsors CalNational Bank and Northern Trust, Bronze Sponsors First Credit Bank and California Department of Corporations – Seniors Against Investment Fraud, and in collaboration with WISE & Healthy Aging, Bet Tzedek, National Council on Aging, Legal Aid Foundation of Los Angeles, Older Women’s League (OWL), California Credit Union League and the California State Sheriff’s Association invites you to join representatives from California financial institutions, law enforcement, social service agencies and legal professionals to acknowledge our collective determination to protect elders from financial abuse and exploitation. This day long event features a dynamic conference, luncheon and award ceremony.
MCLE credits for attorneys have been confirmed by the State Bar of California. This includes a 1 hour ethics credit.
CEU credits in Behavioral Science are provided through the Mitford Institute.
For more information, please call Jaynry Mak, EFPN’s Associate Director, at 415.956.5556.
Master of Ceremonies: Kim Hubbard, Judge of the Superior Court, Orange County
Speakers Include:
Keynote: Aviva Bobb, Judge of the Superior Court (Retired), Los Angeles County
John Aliberti, Senior Social Services Supervisor, Orange County Adult Protective Services
William Blair, Deputy Chief, Long Beach Police Department
Debbie Deem, Victims’ Specialist, Federal Bureau of Investigation – Los Angeles
Jenefer Duane, Founder & CEO, Elder Financial Protection Network
William Flanagan, Esq., Attorney, Legal Aid Foundation of Los Angeles
Lillie Franklin, Detective, Los Angeles Police Department
Mike Gargiulo, Deputy-in-Charge, Elder Abuse Section, Los Angeles County District Attorney’s Office
Marcia Haber, LA FAST Coordinator, WISE & Healthy Aging
Cynthia Healy, CPA, CFE, PFS, CSA, President, Security Financial Advisors, Inc.
Cynthia A. Kittle, Esq., Senior Regional Counsel, Financial Industry Regulatory Authority
Susan Montoya, Vice President, First Bank
Dr. Bonnie J. Olsen, PhD, Clinical Psychologist, Program in Geriatrics, University of California Irvine
Scott Parkin, Consultant, National Council on Aging
Tristan Svare, Esq., Deputy District Attorney, San Bernardino County District Attorney’s Office
Dennis Sandoval, Esq., Attorney, Dennis M. Sandoval, A Professional Law Corporation
Ed Silva, Account Services Manager, Star One Credit Union
Debra Zimmerman, Esq., Consumer Protection Attorney, Bet Tzedek Legal Services
Stuart D. Zimring, Esq., Attorney, Law Offices of Stuart D. Zimring
And many more…
Awards:
Nominations for awards are now being accepted. To nominate a colleague or institution for one of the following awards, please send a short essay (250 words or less) to admin@bewiseonline.org explaining how that individual or group has made an impact in the field of elder financial abuse prevention. The awards are:
Sentinel Award
A lifetime achievement award presented to an individual who has successfully advocated for positive change in public policy or in the judiciary concerning the protection of elders from financial abuse and exploitation and the prosecution of those who abuse them.
Professional Leadership Award
Presented to an individual whose efforts have had a significant impact in developing innovative training models on the topics of investigating, prosecuting or litigating elder abuse, particularly elder financial abuse.
Visionary Leadership Award
Presented to an individual or organization who has had a profound impact on engaging a community or new market in the business of elder financial abuse prevention.
Donald N. Phelps Community Service Award
Presented to an individual or organization that has made a significant contribution to the prevention of elder abuse through the development of an innovative community-based partnership model to prevent financial abuse.
Sponsorships are now available:
Sponsorship Opportunities. pdf
Sponsor Registration.pdf
Accommodation
Hyatt Regency Long Beach
200 South Pine Ave.
Long Beach, CA 90802
Phone 562-491-1234
FAX 562-983-1491
Discounted room rates for conference attendees.



