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Date(s) - 06/06/2018
1:30 pm - 3:00 pm

Category(ies) No Categories


Engaging Financial Institutions in Abuse Investigations
Date: June 6, 2018
Time: 1:30 PM – 3:00 PM Eastern Time
Hosted by: California Elder Justice Coalition

Register here:

Financial institutions often have information critical to elder financial abuse investigations that privacy concerns prevent them from sharing with investigators. In 2013, the Consumer Financial Protection Bureau and other federal agencies issued guidelines explaining what information institutions can share, which is more than many thought. Getting the word out was another matter.

The National Adult Protective Services Association (NAPSA) collaborated with the Philadelphia Corporation on Aging (PCA) to create a protocol that APS and other investigators can use in requesting evidence. Florida APS Director Robert Anderson, who spearheaded its use in his state, says that getting bank records was APS’ workers’ #1 complaint in 2015 but had disappeared by 2016 thanks to the protocol!

Anderson will join Alan Lawitz, Director of New York’s Bureau of Adult Services, which is also using the protocol, on a panel to describe their experiences. The session will be led by Joe Snyder, PCA’s recently retired APS Director, who spearheaded the development of the protocol, which was supported by the Huguette Clark Family Fund for Protection of Elders. The protocol won the National Association of Area Agencies on Aging’s National Aging Achievement Award.
To see the Protocol, go to National Guidelines on the NAPSA website.

Panelists will include:

Robert K. Anderson
State Director, Adult Protective Services
Florida Department of Children and Families

Alan Lawitz, Esq.
Director, Bureau of Adult Services
New York State Office of Children & Family Services

Joe Snyder
Elder Justice Consultant
Chair of the Philadelphia Financial Exploitation Prevention Task Force, Chair of NAPSA’s Public Policy Committee, and Board Member of the National Institute on Elder Financial Exploitation

Please contact CEJC’s Advocates Academy Coordinator Kevin Bigelow at with any questions regarding the webinar. For more information visit