EFPN’s Fall 2007 Newsletter – Chairman’s Message

Fred J. Cassia, Chairman

As the year comes to a close, we would like to thank our valued partners for your continued support. Your generous contributions enable us to carry out our mission to protect elders from financial abuse and exploitation.

This year, in addition to producing the successful
Call To Action
event, EFPN conducted over 40 community education seminars in nine California counties. We also welcomed new board member Juli Anne Callis, who is the Executive Vice President and COO of Keypoint Credit Union in Santa Clara. Ms. Callis been involved with senior issues since the 1970’s when she was appointed by the Governor of North Carolina to the State Department of Aging. Her passion for senior issues and executive management experience will be a great asset to EFPN.

Looking to 2008, EFPN, like many other non-profit organizations, faces a significant funding challenge. The mortgage crisis, coupled with numerous financial institution mergers, has resulted in a decrease in contributions and donations, which threatens EFPN’s efforts to protect our seniors.

Please consider making a year-end monetary or in-kind contribution to support a healthy start for our programs in 2008. And mark your calendars for our 3rd annual Call To Action event on March 27, 2008 in San Francisco’s Carnelian Room. Your early sponsorship commitment will enable our staff to produce this dynamic event.

Lastly, the Board of Directors is planning its annual meeting and New Year’s kick-off mixer in January in San Francisco. If you are interested in attending, or would like information about serving on EFPN’s Board of Directors, please contact our CEO and Executive Director Jenefer Duane at 415.956.5556.

Happy Holidays,

Fred J. Casissa, Chairman
Vice President
First Republic Bank


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