Announcing Speaker Skip Humphrey and Special Town Hall Meeting

October 25, 2011

Elder Financial Protection Network & LA Financial Credit Union Present

Call to Action: Southern California
Wednesday November 2, 2011
The Center at Cathedral Plaza
555 West Temple Street, Los Angeles, California 90012-2707
8:30am – 3:30pm Registration

Hubert H. “Skip” Humphrey III, Director of the Office of Older Americans
Hubert H. “Skip” Humphrey III, Assistant Director, Office of Older Americans to speak at the luncheon with Mickey Rooney. Also, please join us for a Town Hall Meeting with Mr. Humphrey to be held from 2:45-3:30 following the luncheon. This your opportunity to raise your voice!

Mr. Humphrey served as attorney general of the state of Minnesota from 1983 to 1999 and was a state senator from 1973 to 1983. He was President of AARP Minnesota and a member of the Board of AARP National. Mr. Humphrey leads the Office of Older Americans as its Assistant Director at the Consumer Financial Protection Bureau (CFPB). He is the son of the late Vice President, Hubert Humphrey.

In a statement on the Consumer Financial Protection Bureau website, Humphrey referenced his father’s commitment to public service in talking about how he would run the new office.

“I grew up in a household where it wasn’t enough to just have a point of view,” he wrote. “My parents taught me that if I had a problem, I needed to do something about it. Here at the Office of Older Americans, we’ll be embracing this do-something attitude from day one.”

Money & Company, Tracking the Market and Economic Trends that Shape your Finances. Los Angeles Times | Business, October 19, 2011

Photo by AARP


Mickey Rooney to speak at EFPN’s Call to Action

March 17, 2011

Thursday, March 17, 2011

CONTACT: Jenefer Duane, Elder Financial Protection Network Office, (415) 956-5556,

The Elder Financial Protection Network is very pleased to announce that Mr. Rooney will speak at Call to Action to raise awareness of elder financial abuse.

“If elder abuse happened to me, Mickey Rooney, it can happen to anyone.”

Who: Presented by Elder Financial Protection Network and CapitalSource Bank and other corporate sponsors

Community Partners: National Committee for the Prevention of Elder Abuse, National Adult Protective Services Association, California Department of Financial Institutions, Consumer Attorneys Public Interest Foundation, California State Sheriff’s Association, Elder Justice Coalition, Civic Research Institute, San Francisco Department of Aging and Adult Services/Adult Protective Services and Marin County Division of Aging and Adult Services

What: One-day conference and awards ceremony. Call to Action brings together hundreds of professionals representing financial institutions, law enforcement, social services, elder justice advocates and the legal community to share best practices and express our collective determination to prevent elder financial abuse

Where: Mission Bay Conference Center at UCSF
1675 Owens Street, San Francisco, CA

When: Thursday, March 31, 2011
8:30 am – 5:00 pm

What do US Senator Barbara Boxer and San Francisco Mayor Gavin Newsom Have in Common?… They Both Just Joined the Call to Action 2009 Honorary Committee!

February 28, 2009

Register online for Call To Action

It has been such an exciting week at EFPN, we hardly know where to begin. But we’ll give it a go:

1) Judge Joyce Cram, founder of Contra Costa County’s new elder court, has signed on to give the welcome address for the morning conference at Call to Action. Welcome, Judge Cram!

2) California’s Senator, The Honorable Barbara Boxer, has joined San Francisco Mayor Gavin Newsom to become the two newest members of the Call to Action 2009 Honorary Committee! Last week, we were thrilled to welcome CEO of the California Credit Union League, Bill Cheney and Nevada City District Attorney Clifford Newell to the committee. We could not be more excited to have so many distinguished dignitaries on our Honorary Committee.

3) The Mitford Institute has confirmed that CEUs for social workers will be available for Call to Action 2009! MCLEs for attorneys are pending.

4) The invitations are in the mail!

If you have not yet done so, please consider sponsoring a table or making a co-sponsor contribution for Call to Action 2009! Proceeds from the event support the critical community education and advocacy work we do, and in this tumultuous economy, vulnerable elders are particularly at risk. With your help, we can reach out to more seniors in California and beyond (and those who look out for them) and provide the tools they need to protect themselves from exploitation and abuse!

For more information on the event, sponsorship and what else we’ve been up to here at EFPN, please visit or call us with any questions at 415.956.5556.

Registration Open for Call to Action 2009!

February 16, 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.