Registration Open for Call to Action 2009!

Register online for Call To Action

On March 26, 2009, over 300 professionals from the fields of banking, law, social services and law enforcement will come together for the 5th Annual Call to Action. The day long event features a morning conference, an elegant luncheon and an award ceremony honoring leaders in the fight against elder financial abuse. The event will be held at the Carnelian Room, located at 555 California St., 52nd Floor, San Francisco. The Carnelian Room is known for its majestic views of the San Francisco Bay and is the perfect venue for such a dynamic event.

We are proud to have the Honorable US House Speaker Nancy Pelosi serving as the founding member of our Call to Action 2009 Honorary Committee. Also serving on the Honorary Committee:

The Honorable Barbara Boxer, US Senator
The Honorable Kamala Harris, San Francisco District Attorney
The Honorable Bob Kochly, Contra Costa County District Attorney
The Honorable Stephan Passalacqua, Sonoma County District Attorney
The Honorable Michael Ramos, San Bernardino County District Attorney
The Honorable Louise Renne, Renne Sloan Holtzman Sakai LLP

The Honorable Bill Lockyer, California State Treasurer

We are grateful to these distinguished figures for supporting our cause and helping to ensure that our message of ending elder financial abuse is heard loud and clear.

The doors open at 7:30am, and the day begins with registration, continental breakfast and Stephan Greenwood’s powerful video, “Silence Isn’t Golden.” After a brief welcome address, the panels begin. This year’s presentations include:

Community Education and Advocacy Resources
Roberta Wong Murray, Bank of the West
Jacqueline Wiley, Department of Corporations – Senior Against Investment
Michael Lafferty, California Department of Consumer Affairs
Virginia George, Esq., JFK University – Elder Abuse Clinic

Legislative Roundtable
Mark Herbert, Office of the Honorable Nancy Pelosi
Shirley Krohn, California Senior Legislature
Steven Riess, Esq., Law Office of Steven Riess
Nick Warner, Warner & Pank

Prosecuting and Litigating Elder Financial Abuse
Tristan Svare, Esq., Office of the San Bernardino County District Attorney
Liza DeVries, Esq., Scott Law Firm
Ingrid Evans, Esq., WatersKraus

Update on Conservatorships/Private Professional Fiduciary
Mellonie Yang, California Department of Consumer Affairs
Laraine Mestman, WISE & Healthy Aging
Kenneth McKean & Heather McMills, McKean & McMills
Carol Young, Bank of Marin

In the Trenches: Update from APS, Law Enforcement and FAST
Terri Restelli-Deits &
David Knitter, Esq., Solano FAST
Alan Kennedy, Esq., Office of the San Francisco District Attorney
Mary Counihan, San Francisco Aging and Adult Services

CEU Credits available! For a detailed conference program, click here.

After the morning conference, a delicious luncheon will be served in the Carnelian Room and Paul Greenwood will emcee the afternoon’s festivities. Bob Blancato, National Coordinator of the Elder Justice Coalition, Washington DC, will deliver a Keynote Address. The day will conclude with an Awards Ceremony where we will honor leaders in the field of elder financial abuse prevention.

The day will also feature a Resource Room with the latest information on the issue and a silent auction, where attendees will be able to bid on fine wines, getaways and more!

We could not hold this event without the generous support of our sponsors.

Call to Action 2009 is made possible by:

Bank of the West
CapitalSource Bank
First Bank

Bank of Marin
KeyPoint Credit Union
Star One Credit Union

California Credit Union League
Scott Law Firm


California State Sheriffs Association
California Department of Corporations – Seniors Against Investment Fraud
Ingrid M. Evans, Waters Kraus & Paul

We still need your help! Event and table sponsorships are still available. With the economic crisis, it is more important than ever that we continue our work to protect our cherished elders from harm. To make a donation, or to peruse the sponsorship opportunities, click here.

Coming from out of town? We have arranged for discounted rates at two lovely hotels in San Francisco. Click here for details.

We very much hope to see you on the 26th. This is an event not to be missed.  Please join us!

Limited scholarship seating is available – just ask.


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