BROKEN TRUST: HOW TO RECOGNIZE AND RESPOND TO FINANCIAL EXPLOITATION THE 19TH ANNUAL NEW YORK STATE ADULT ABUSE TRAINING INSTITUTE October 3-4,2012 Marriott Hotel and Conference Center in Albany, NY -1- About This Event The Adult Abuse Training Institute (AATI) presented by the Brookdale Center for Healthy Aging on behalf of the NYS Office of Children & Family Services (OCFS), brings together over 400 participants from a variety of public and private service providers where networking and sharing expertise will be facilitated through an assortment of formal and informal activities. This year, the focus of the AATI will be Financial Exploitation. We will bring together the perspectives of social services workers, law enforcement, attorneys, bank staff and others to find a common voice in recognizing and responding to this issue. Learning Goals of the AATI • To build networks, collaboration, skill and knowledge of professionals working with vulnerable adults; • To promote the exchange of information, innovative thinking and best practices to improve the provision of services to protect and nurture vulnerable adults; • To nurture and sustain all service providers who are engaged in the effort to prevent and/or end abuse to adults in New York State Who Attends the Event Protective Services for Adults staff; EISEP case workers; attorneys; law enforcement officers; nurses; physicians and other healthcare professionals; social workers in the fields of aging, health, mental health, housing, domestic violence intervention, legal, law enforcement and justice. The commitment and energy of participants and presenters is the most critical element to the success of these annual events. -2- AATI Steering Committee Maria Andriano, Mike Cahill, Christine Coons, Deborah Greenfield, Pamela Kelly, Shelley Lambert, Alan Lawitz, Lisl Maloney, Kim Thomas, Jill Tobin, Paula Vielkind Rose Mary Bailly NY State Law Revision Commission Lisa Harris Division of Consumer Protection of NYS Department of State Kathleen Platt Suffolk Co. Office for the Aging Patricia Bomba Excellus BlueCross BlueShield Mary Hart NYS Department of Health Paul Caccamise Lifespan of Greater Rochester Marie Philip NYC Human Resources Administration Jenny Hicks Vera House, Inc. Jean Callahan Brookdale Center for Healthy Aging of Hunter College/ CUNY Robert Higgins NYS Office of Alcohol & Substance Abuse Services Mary Ann Corasaniti MACH Consulting Services Kathleen Crowe Brookdale Center for Healthy Aging of Hunter College/ CUNY Debra Darby NYS Office for the Prevention of Domestic Violence John Fella Rockland County Dept. of Social Services Martha Gulley Clinton County Office for the Aging Charlene Hrachian NYS Office of Mental Health Helen Jenkins NYC Dept. for the Aging Patricia Jennings NYC Human Resources Administration Gary Kelly New York State Police Elizabeth Loewy Manhattan District Attorney’s Office Art Mason Lifespan of Greater Rochester Ken Onaitis Carter-Burden Center for the Aging -3- Erin Purcell NYS Office for the Aging Geoffrey L. Rogers Brookdale Center for Healthy Aging of Hunter College/ CUNY Martha Schunk NYS Office of People with Developmental Disabilities Lin Shannon NYS Department of Health Josh Vinehout NYS Division of Criminal Justice Services Patricia Watson Erie Co. Dept. of Senior Services Marjorie Windheim Rockland Co. Dept. of Social Services Agenda-at-a-Glance WEDNESDAY, OCTOBER 3, 2012 8:00am - 5:00pm........................................................................................................ Registration 10:30am - 12:00pm..................................................................................... Workshop Session #1 12:00pm – 1:30pm........................................................................Welcome Luncheon & Keynote Welcome and Opening Remarks Alan Lawitz, Director, Bureau of Adult Services, New York State Office of Children & Family Services ; Sheila Poole, Executive Deputy Commissioner, New York State Office of Children & Family Services, New York State Office for the Aging Keynote Address Daniel Marson, J.D., PhD University of Alabama at Birmingham Brief Remarks Andrew Borchini on behalf of Senator Kristen E. Gillibrand 1:45pm – 3:15pm........................................................................................ Workshop Session #2 3:15pm – 3:30pm.................................................................................. PM Break (coffee served) 3:30pm – 5:00pm........................................................................................ Workshop Session #3 5:00pm – 6:00pm.............................................................................................. Networking Hour Dinner (on your own) THURSDAY, OCTOBER 4, 2012 7:00am – 8:30am...........................................................................Continental Breakfast (served) 8:30am – 10:00am................................................................................................Plenary Session Plenary Speaker Lisa Harris-Eglin NYS Division of Consumer Protection 10:00am – 10:30am.............................................................................. AM Break (coffee served) 10:30am – 12:00pm.................................................................................... Workshop Session #4 12:00pm – 1:15pm.......................................................................................Lunch (on your own) 1:15pm – 2:45pm.......................................................................................... Workshop Session 5 -4- Session 1 Workshops Wednesday, October 3rd | 10:30am-12:00pm 101 10:30am-12:00pm (room) Services and Resources for Adults with Traumatic Brain Injury This workshop will provide fundamental information about traumatic brain injury (TBI), the effects of TBI, and services and resources available to adults who have sustained brain injury and their families. Presenter: Judith Avner, Esq., Executive Director, Brain Injury Association of New York State 102 10:30am-12:00pm (room) Human Trafficking in Indian Country Some reports on human trafficking suggest that 12.3 million people have been trafficked worldwide with some sold for labor, and others for sexual exploitation. Native Americans are not excluded from this horrendous and offensive practice. This session will cover human trafficking issues, victim intervention, and specific issues facing Native Americans. Presenter: Keahi Kimo Souza, MS, LMSW, PhD, Behavorial Health & Social Services Director/Senior Research Associate, Jemez Pueblo/California State University 103 10:30am-12:00pm (room) Alzheimer’s Care --Another Approach-- Montessori-based Activity The four “A’s” of Alzheimer’s – anxiety, agitation, aggression, and apathy are frequent roadblocks in a care plan. This presentation will focus on Hearthstone’s I’m Still Here™ Montessori-Based Activity Program (MAP) ™, an innovative method of working with persons living with cognitive impairments based on the educational philosophies of famed childhood educator, Maria Montessori. This methodology has been researched for over 15 years and has been shown to significantly increase levels of engagement, participation, satisfaction, success and quality of life. Presenter: Sharon Johnson, MA, Vice President and Director of Marketing, Hearthstone Institute/ Hearthstone Alzheimer Care 104 10:30am-12:00pm (room) NYSOFA update Change is constant. Offices for Aging are growing and adapting to the changing health care landscape. Get the latest information on the Expanded In-Home Services for the Elderly program (EISEP), consumer directed care, and Medicaid redesign from NYSOFA staff. Presenter: Erin Pucell, Aging Services Representative, NYS Office for the Aging -5- Session 1 Workshops Wednesday, October 3rd | 1:45pm-3:15pm 105 10:30am-12:00pm (room) Identity Theft: Prevention and Mitigation This workshop will present a panel of experts on identity theft prevention and mitigation. The presentation will provide background and New York State and national statistics on the crime of identity theft and will present strategies to help prevent vulnerable adults from falling victim to this and related crimes. We will discuss different types of identity (ID) theft, ID theft in the context of elder abuse and the impact of ID theft on victims. In addition, we will discuss how identity thieves obtain and use personal information for fraudulent purposes. We will take a look at ID theft coalitions that have emerged in New York City and upstate New York to combat ID theft. Participants will get a roadmap on what to do in response to identity theft and offer resources available through public and private entities to prevent and mitigate this growing form of criminal activity. Presenters: Lisa Harris-Eglin, Director, NYS Division of Consumer Protection; Carlos Rodriguez, Esq., Chairperson, Finger Lakes ID Theft Coalition / Lifespan; Anne Smith, Coordinator, Finger Lakes ID Theft Coalition / Lifespan 106 10:30am-12:00pm (room) What You Always Wanted To Know About Prescription Drug Misuse A 90 minute overview of prescription drugs that are misused and what we can all do about the problem Presenter:s Steven Kipnis, MD.FACP.FASAM, Medical Director, NYS OASAS; Marjorie Windheim, LMSW, Supervisior, Rockland County Adult Services 107 10:30am-12:00pm (room) Guardianship in the Context of Elder Abuse This workshop will cover the legal standard and the principles of guardianship. Using case examples we will discuss how guardianship can be helpful in the context of elder abuse cases, its limitations and when it is appropriate to apply for guardianship. Presenter: Jean C. Callahan, JD, MSW, Director, Brookdale Center for Healthy Aging of Hunter College -6- Session 1 Workshops Wednesday, October 3rd | 10:30am-12:00pm 108 10:30am-12:00pm (room) Western Union Interdiction Program: How it Helps Adult Protective Services (APS), Police and Victims This session will provide participants with an overview of common wire fraud scams. Discussion & case examples will highlight the efforts Western Union has taken through their Consumer Protection Program to address this growing problem. Presenters: Christian C. Hinckle, Consumer Protection Program Educator, Western Union; Art Mason, LMSW, Director, Elder Abuse Prevention Program, Lifespan 109 10:30am-12:00pm (room) Animal Hoarding and Animal Welfare Issues in Adult Protective Services Adult Protective Services (APS) is charged with protecting vulnerable adults. But sometimes numerous animals, are often a feature and/or risk factor in APS cases. Hoarding behavior can include animals. Neglect of pets can be a sad consequence of declining physical capacity or cognitive ability. The disposition of pets is often a real barrier to placement of APS clients from the community to a higher level of care. This workshop will focus on Adult Protective work from an animal welfare perspective. Learn what resources and creative solutions have been used in the service of APS clients and their pets. Presenters: Paul L. Caccamise, LMSW, ACSW, Vice President for Program, Lifespan; Jennifer Coffey, LMSW, Consultant, Special Projects, Mayor’s Alliance for NYC Animals -7- Keynote Presentation Wednesday, October 3rd | 12:00pm-1:30pm Daniel C. Marson, JD, PhD Daniel C. Marson, JD, PhD is a clinical neuropsychologist and tenured Professor in the Department of Neurology at the University of Alabama at Birmingham (UAB). He has directed the UAB Alzheimer’s Disease Center since 2005, and has directed the Department of Neurology’s Division of Neuropsychology since 1995. On a personal note, Dr. Marson has played the diatonic harmonica for over 40 years and is a lover of blues and jazz. For his own amazement he recorded a CD in 1999, and has published in the jazz magazine Downbeat. He plays in a small contemporary worship band. In his clinical practice and research, Dr. Marson focuses on geriatric neuropsychology, primarily treating and studying patients with neurodegenerative disorders such as Alzheimer’s disease, Parkinson’s disease, and frontotemporal dementia. He also sees forensic cases involving issues of financial capacity, testamentary capacity, and personal injury. Dr. Marson has lectured nationally and internationally regarding competency and other medical-legal and ethical issues in dementia and other neurocognitive disorders. He has been principal investigator on multiple National Institutes of Health (NIH) funded studies of decisional and functional capacity in neuropsychiatric disorders. He has recently received funding through the NIH to study the effects of Mild Cognitive Impairment and Alzheimer’s disease on everyday financial abilities, and hopes to establish guidelines to determine when individuals with Alzheimer’s disease can no longer manage their personal and family finances. His work on financial capacity in dementia has been featured in the New York Times, USA Today, the BBC, the Kiplinger Report, and on NPR. -8- Brief Remarks Wednesday, October 3rd | 12:00pm-1:30pm Andrew Borchini on behalf of Senator Kristen E. Gillibrand Senator Kristen E. Gillibrand A voice for the people of New York Kirsten E. Gillibrand was sworn in as United States Senator from New York in January 2009, filling the seat of the current Secretary of State, Hillary Rodham Clinton. In November 2010, Gillibrand won election to the seat with 63 percent of the vote. Prior to her service in the Senate, Gillibrand served in the United States House of Representatives, representing New York’s 20th Congressional District, which spans across ten counties in upstate New York. From her seat on the Aging Committee, Senator Gillibrand is committed to fighting on behalf of seniors, working to lower the cost of prescription drugs, make long-term care more affordable so seniors can remain independent for as long as they are able, and protecting seniors from financial fraud. Senator Gillibrand is also working to lower property taxes, co-sponsoring legislation that would give New York residents a full federal tax deduction for their property taxes. Senator Gillibrand attended Albany’s Academy of Holy Names, and graduated in 1984 from Emma Willard School in Troy, New York, the first all women’s high school in the United States. A magna cum laude graduate of Dartmouth College in 1988, Gillibrand went on to receive her law degree from the UCLA School of Law in 1991 and served as a law clerk on the Second Circuit Court of Appeals. Born and raised in Upstate New York, Senator Gillibrand now lives in Brunswick, New York, with her husband, Jonathan Gillibrand, and their two young sons, eight year old Theodore and four year old Henry. -9- Session 2 Workshops Wednesday, October 3rd | 1:45pm-3:15pm 201 1:45pm-3:15pm (room) What the Irish National Study of Elder Abuse and Neglect Can Teach Us In 2010 the Irish National Centre for the Protection of Older People undertook a national study of the prevalence of elder abuse in Ireland. At roughly the same time, New York State was conducting its own prevalence study of elder abuse. The results of both studies demonstrate that elder mistreatment is a universal phenomenon. Corina Naughton from University College Dublin, one of the researchers in the Irish study, presents on the methods used to survey the Irish population and on the findings of the national study. She will discuss the patterns of elder mistreatment uncovered and how they compare with the findings in New York State. She will also present on what social institutions and programs are in place in Ireland to assist victims of elder abuse. This workshop will provide insight into the differences in victim profiles and risk factors for elder abuse between Ireland and the United States but will also highlight the toll that mistreatment takes in the lives of victims in both cultures. Presenters: Paul L. Caccamise, LMSW, ACSW, Vice President for Program, Lifespan; Corina Naughton, MSc, Dip Stat, PhD, Lecturer, University College Dublin, School of Nursing, Midwifery & Health Systems 202 1:45pm-3:15pm (room) Human Trafficking of the Elderly While violence can be a harsh reality for elderly people, it is especially true for those who are trafficked. Human trafficking of the elderly exploits a highly vulnerable population and has been seen in forced begging, domestic servitude and other scenarios. As the elderly are especially vulnerable, any practitioner who works with the elderly needs to know about human trafficking laws and their impact on the elderly. Panelists address the legal and service frameworks with which many practitioners operate, as well as provide an overview of the phenomenon of human trafficking, its key indicators, and available resources. Learning Objectives: 1. Provide an overview of the phenomenon of human trafficking 2. Identify key indicators of trafficking 3. Identify how resources are managed in New York State Presenters: Christa Stewart, Esq., Coordinator, NYS Response to Human Trafficking Program, OTDA; Avaloy Lanning, MSW, Senior Director, Anti-Trafficking Program, Safe Horizon; Suzanne Tomatore, Esq., Director, City Bar Justice Center -10- Session 2 Workshops Wednesday, October 3rd | 1:45pm-3:15pm 203-303 1:45pm-3:15pm (room) Hoarding-Understanding the Numerous Conscious and Unconscious Behaviors that Motivate Hoarders and how we may be Able to Assist This workshop will concentrate on recognizing the difference between hoarding and collecting. We will review the types of psychiatric disorders and cognitive and physical disorders that may play a part in hoarding. In addition, we will consider community resources and strategies for assisting clients who are at risk of personal harm or who may be facing eviction. Presenter: Mary Anne Corasaniti, BA, CEO, MACH Consulting and Training Group Note: This is the first of a two-part workshop. After a short break at 3:15 pm, the workshop will continue. 204 1:45pm-3:15pm (room) Assessment of Financial Capacity in Cognitively Impaired Elderly This workshop is intended to provide practical guidance and training in the assessment of financial capacity in older adults with cognitive impairment. The workshop will present a conceptually based method and training videos to educate the conference audience about key aspects of such assessments. At the end of the workshop, participants will have a better understanding of financial capacity as a set of skills in an environmental context, of impaired financial skills in older adults with dementia, and of approaches to assessment. Presenter: Daniel Marson, J.D., Ph.D., Professor, Director of Neuropsychology, Director of the Alzheimer’s Disease Center, Department of Neurology, The University of Alabama at Birmingham 205 1:45pm-3:15pm (room) How to conduct Financial Exploitation Investigation/Assessment for Individual, for agent (Broken Trust brochure) Adult Protective Services workers and other professionals who work with vulnerable adults have to be skilled in many contexts. One of the most challenging roles is engaging adults who may be victims of financial exploitation or financial abuse. This workshop is designed for professionals who may need to assess allegations of actual or possible financial exploitation or abuse. The workshop will explore definitions of financial exploitation; participants will learn how to evaluate questionable transactions, personal or professional relationships and what steps can be taken to protect the vulnerable adult. In addition, participants will learn when it is necessary and/or appropriate to continue monitoring a PSA case when there is no ground for legal action. Presenter: John J. Fella, MSW, Deputy Commissioner, County of Rockland Dept. of Social Services -11- Session 2 Workshops Wednesday, October 3rd | 1:45pm-3:15pm 206 1:45pm-3:15pm (room) Wellness Care For Workers: Taking Care of the Caregiver This workshop will present a Wellness Care model implemented in a residential shelter setting to promote healing and wellness for clients and staff impacted by abuse and trauma. Case studies will be presented and demonstrated to familiarize participants with interventions and safe techniques practiced to engage traumatized clients to learn to modulate and express feelings safely. In addition, attendees will be encouraged to participate in relaxation and stress reduction techniques that are offered to workers to aid in management of vicarious traumatization. Presenters: Monica Celeste Johnson, NYS Certified Recreational Therapist & Yoga Instructor, Clinical Wellness Care Consultant, NYC Human Resources Administration; Marie B. Philip, MHS, Executive Director, NYC Human Resources Administration/Emergency Intervention Services 207-307 1:45pm-3:15pm (room) Part A- “Mom Has Dementia: Is that Why She’s so Gullible?” Part A: Part one of this two-part workshop will provide an overview of Alzheimer’s disease, the most common form of dementia, as well as other forms of dementia. We will discuss what to look for in determining whether a person has some form of dementia. We will also explore the stages, symptoms, common behaviors and challenges associated with dementia. Presenter: Wendy Rudder, LCSW, Care Consultant, Alzheimer’s Association, Hudson Valley Chapter Note: This is the first of a two-part workshop. After a short break at 3:15 pm, the workshop will continue. 208 1:45pm-3:15pm (room) Preventing Medicaid/Medicare Anti-Fraud There will be a panel of experts from National Government Services, Centers for Medicare and Medicaid Services, AARP, State Office of Medicaid Inspector General and the Federal Office of Inspector General. The panel will be moderated by Tim Kovarik from NYSOFA and each panel member will talk about what his/her office does to prevent Medicaid and/or Medicare fraud. $68 billion dollars is lost each year directly related to health care fraud and examples of these scams will be discussed as well as discussions involving scam takedowns by law enforcement. There will also be time allotted for questions from the audience. Presenter: Tim Kovarik, BA, Aging Services Program Coordinator, New York State Office for the Aging -12- Session 2 Workshops Wednesday, October 3rd | 1:45pm-3:15pm 209 1:45pm-3:15pm (room) Financial Exploitation Among the Elderly: Identification, Intervention and Response to Victims As the proportion of seniors within the populations of New York State and the US continues to increase, financial exploitation has been identified as an emerging unique issue for seniors with substance abuse conditions. The goals of this workshop are to: 1) Describe the incidence and prevalence of the problem of financial exploitation in NYS and nationally; 2) Offer an instructive conceptualization of exploitation that discusses how the loss of meaning and purpose in life becomes a vulnerability for the older adult who is victimized and an opportunity for potential perpetrators; 3) Provide useful tools to identify, intervene and respond to victims and perpetrators of exploitation based on the current research available on the topic; 4) Present true stories of financial exploitation from the perspective of law enforcement; and, 5) Describe how this issue impacts recovery and family involvement in treatment from the perspective of a local substance abuse program specializing in substance abuse treatment of older adults. Presenter: Nicole S. MacFarland, LCSW-R, CASAC BA, MSW (Ph.D. Candidate), Executive Director, Senior Hope Counseling Inc.; Joseph Hunter, PhD, LCSW, ICADC, Executive Director, Universal Meaning & Purpose, LLC; Steven H. Heider, Chief of Police, Town of Colonie, Police Department, Public Safety Center Session 3 Workshops Wednesday, October 3rd | 3:30pm-5:00pm 301 3:30pm-5:00pm (room) SHOW ME THE EVIDENCE! Evidence-based programming! Client outcomes! Performance-based budgeting! Whatever you call it, it means one thing—you need to show someone evidence that your programs are working. In this workshop you will be presented with examples of how to use data you already collect to demonstrate the need for your services and the impact they are having. Whether you are assessing PSA interventions in areas such as financial exploitation or evaluating the effectiveness of EISEP services, these techniques will work for you. Presenters: DIane Oyler,PhD, Research Analyst, Erie County Department of Senior Services; I-Hsin Wu, Performance Outcomes Measures Director, New York State Office for Aging -13- Session 3 Workshops Wednesday, October 3rd | 3:30pm-5:00pm 302 3:30pm-5:00pm (room) Working with Reluctant Clients: Building Trust Elderly adults with mental health challenges may be reluctant to accept assistance and/or services. This workshop will present strategies to engage impaired, vulnerable adults. We will also discuss when it’s appropriate to consider involuntary interventions, such as the Assisted Outpatient Treatment program. Presenter: Pat Gilchrist, LCSW, Clinical Risk Manager/AOT Coordinator, Ulster County Dept. of Mental Health 303 3:30pm-5:00pm (room) Hoarding-Understanding the Numerous Conscious and Unconscious Behaviors that Motivate Hoarders and how we may be Able to Assist Note: This is the second half of workshop #203. 304 3:30pm-5:00pm (room) Successful Intervention Models in Cases of Financial Exploitation This workshop will give successful strategies and actual scenarios to help prosecutors, law enforcement, and advocates pursue cases of financial exploitation. Presenters: Candy Vogel, Assistant District Attorney, Erie County District Attorney’s Office; Elizabeth Loewy, Esq., Assistant District Attorney, Elder Abuse Unit, NY County District Attorney’s Office 305 3:30pm-5:00pm (room) Elder Abuse in the LGBTQ Community This workshop will enable participants to provide a more culturally competent response to cases of elder abuse in the Lesbian, Gay, Bisexual, Transgender and Queer (LGBTQ) community. Discussion will help participants recognize particular barriers encountered by LGBTQ victims, and how abusers can use someone’s gender identity and sexual orientation against them as weapons for control and abuse. A case study will be used to enhance the discussion. Presenters: Tiffany Braley, MVP Educaton & LGBTQ Outreach Coordinator, Vera House, Inc.; Dan Mullins, MSAS, Volunteer, EMV Associates and The Center of Cortland County -14- Session 3 Workshops Wednesday, October 3rd | 3:30pm-5:00pm 306 3:30pm-5:00pm (room) Multi-Disciplinary Teams (MDTs): What are they? Why do we need them? Will they add value? Multi-Disciplinary Teams (MDTs) are groups of professionals who come together to provide comprehensive assessment and consultation in elder abuse cases. The primary purpose of an MDT is to help team members resolve difficult cases, identify service gaps in coordination or communication between service providers. In this workshop you will learn how an MDT can enhance your capacity to find resolutions to tough cases, how to get an MDT up and running, who should/must be part of your MDT. Presenter: Jean C. Callahan, Esq., MSW, Director, Brookdale Center for Healthy Aging of Hunter College 307 3:30pm-5:00pm (room) Part B-“Mom is Still Gullible; But at Least I Know What to do About It.” Part B: In the second session of this two-part workshop, we will identify strategies to help prevent financial exploitation of people who suffer from dementia and improve communication and interviewing skills to make caregivers and professionals more effective in protecting vulnerable adults from financial exploitation. Presenter: Wendy Rudder, LCSW, Care Consultant, Alzheimer’s Association, Hudson Valley Chapter Note: This is the second-half of workshop 207. 308 3:30pm-5:00pm (room) Discovering Financial Exploitation When and Where You Least Expect It! This session will shine a bright light on low-level, subtle exploitation. It will provide field-based workers with the tools needed to help identify financial exploitation while also providing outreach, benefits counseling or case management services. Presenter: William F. Mosher, Jr., Senior Investigator New York State Police Financial Crimes Unit, New York State Police 309 3:30pm-5:00pm (room) Using Breath and Meditation for Stress Relief This workshop will be an experiential program with facilitated breath and meditation practices. Participants will learn how to use simple breath and meditation techniques to alleviate stress in all areas of life. Presenter: Joy Solomon, Esq., Certified Yoga Instructor -15- Plenary Speaker Thursday, October 4th | 8:30am-10:00am Lisa R. Harris-Eglin Mrs. Lisa R. Harris-Eglin received her B.A. in Political Science from Fredonia State University in 1990 and received her Juris Doctorate from Ohio Northern University College of Law in 1993. Lisa began her legal career in Buffalo, New York as a staff attorney for Prisoner’s Legal Services. In 1995, Lisa was appointed Assistant Attorney General for the State of New York where she worked in the Litigation and Civil Recoveries Bureaus until 1999. In 1999, Lisa was appointed Legislative Counsel, to the New York State Department of Correctional Services. In 2001, Lisa was appointed Deputy General Counsel to the New York State Consumer Protection Board (CPB). In January 2004, Lisa was promoted and named General Counsel of the CPB. In April 2006, Lisa was promoted again and named, Executive Deputy Director and General Counsel of the CPB. In April 2011, the New York State Consumer Protection Board was merged with the New York State Department of State; and, the new Division of Consumer Protection was created. In June 2011, Lisa was appointed Director of the Division of Consumer Protection. Lisa is a member of the Albany County Bar Association; the Black and Hispanic Bar Association; the Capital District Women’s Bar Association; and, is an active member of her community who participates in volunteer supported projects. Lisa resides with her family in the Capital Region. -16- Session 4 Workshops Thursday, October 4th | 10:30am-12:00pm 401-501 10:30am-12:00pm (room) Medical Records 101: Why You Want Them! How to Get Them! What to Do With Them! Two financial exploitation cases will illustrate how medical records can help you make tough decisions! Learn ways to quickly communicate with healthcare providers, make sense of the information you receive, and manage your interventions. This session focuses on financial exploitation of older people with memory and other cognitive losses. Presenter: Sally White, M.D Note: This is the first of a two-part workshop. After a short break at 12:00 pm, the workshop will continue. 402 10:30am-12:00pm (room) Evaluating Undue Influence in Civil and Criminal Proceedings Undue influence can have a significant impact on an elderly person’s financial status, quality of life and estate planning. This workshop will feature case studies focusing on how to identify signs of undue influence, with viewpoints from a civil attorney and an elder abuse prosecutor. We will cover statutory provisions, case law synopses, and practical tips for anyone working with elderly people. Presenters: Elizabeth Loewy, Chief of Elder Abuse Unit, NY County District Attorney’s Office; Louis Pierro, Esq., Partner, Pierro Law Group 403 10:30am-12:00pm (room) Global Perspectives on Elder Abuse Elder abuse knows no cultural or national frontiers. The misuse of an ATM card in the US, the isolation of older women as “witches” in Nepal is proof that mistreatment of vulnerable older adults is a global tragedy. In this workshop, we will discuss elder abuse trends from a global perspective with an emphasis on financial exploitation. Workshop presenters will discuss the dynamic impact of culture on how elder mistreatment is defined societally and how it’s perceived by victims. We will be reviewing some of the national and international efforts to stop elder abuse and prevent the financial exploitation of older adults. Dr. Patricia Brownell will address the role of the International Network for the Prevention of Elder Abuse (INPEA) in education and advocacy activities around elder abuse issues. Presenters: Patricia Brownell, PhD, LMSW, Associate Professor Emerita of Social Service, Fordham University; Paul L. Caccamise, LMSW, ACSW, Vice President for Program, Lifespan; Corina Naughton, MSc, Dip Stat, PhD, Lecturer, University College Dublin, School of Nursing, Midwifery & Health Systems -17- Session 4 Workshops Thursday, October 4th | 10:30am-12:00pm 404 10:30am-12:00pm (room) The Changing Landscape of Elder Financial Exploitation The presenters will discuss recent research on financial exploitation and innovative initiatives to address this growing problem. Hear from experts on the topic of financial abuse and what sorts of preventions, interventions and effective education initiatives are being used to combat financial exploitation of vulnerable adults. Presenters: Andrew Capehart, Assistant Director, National Adult Protective Services Association (NAPSA); Art Mason, LMSW, Director, Elder Abuse Prevention Program, Lifespan; Joe Snyder, Director of Older Adults Protective Services, Philadelphia Corporation for Aging; Kathy O’Brien, R.N., M.S., Senior Gerontologist, MetLife Mature Market Institute 405 10:30am-12:00pm (room) Fiduciary Abuse: How Do We Respond? There will be a panel discussion of experts on financial exploitation by fiduciaries such as guardians, powers of attorney, trustees, and other fiduciaries. The panel will use actual cases to guide the conversation on how to respond when individuals who have been entrusted with financial responsibilities for an older adult abuse those powers. Presenters: Jean C. Callahan, Esq., MSW, Director, Brookdale Center for Healthy Aging of Hunter College; Alan Lawitz, Esq., Director, Bureau of Adult Services; Gary S. Brown, Assistant Attorney General-in-Charge, New York Attorney General Eric Schneiderman’s Westchester Regional Office; Lin Saberski, Esq., Deputy Commissioner, NYC Adult Protective Services 406 10:30am-12:00pm (room) The Face of Abusive Behavior; Working with Abusive Individuals Working with an abuser is as important as working with the victim. This workshop will discuss the social, political and clinical principles of working with abusive behavior and facilitate a discussion on increasing/ improving engagement skills vital to working with abusive individuals. Presenter: Steve Stitt, LMSW, Director of Clinical Consultation Program, Jewish Board of Family & Children Services -18- Session 4 Workshops Thursday, October 4th | 10:30am-12:00pm 407 10:30am-12:00pm (room) What does Adult Protective Services (APS) do and how can we intervene in Financial Exploitation cases? Using successful models/case outcomes this workshop will present practical examples from three communities on awareness campaigns and innovative intervention strategies that could be replicable to your community. Presenters: Jenny Hicks, MSW, Elder Abuse Educator, Vera House, Inc.; John J. Fella, MSW, Deputy Commissioner, Adult Special Services, Rockland County DSS 408 10:30am-12:00pm (room) Mental Health/Substance Abuse Among Older Adults: An Overview The goal of the presentation is to develop an awareness and understanding of mental health and substance abuse issues that affect elderly people. This is a presentation for non-clinical social services workers and caregivers. In this workshop, we will discuss issues relating to mental health/substance abuse disorders, stages of change, barriers to treatment, screening Instruments and warning signs of suicide. After this presentation, participants will be able to recognize signs that may point to the need for a referral for screening and assessment of mental health and substance abuse. Presenter: John Rooney, MS, CRC, Dual Recovery Coordinator, Community Connections of New York -19- Session 5 Workshops Thursday, October 4th | 1:15pm-2:45pm 501 10:30am-12:00pm (room) Medical Records 101: Why You Want Them! How to Get Them! What to Do With Them! Two financial exploitation cases will illustrate how medical records can help you make tough decisions! Learn ways to quickly communicate with healthcare providers, make sense of the information you receive, and manage your interventions. This session focuses on financial exploitation of older people with memory and other cognitive losses. Presenter: Sally White, M.D Note: This is the second half of workshop 401. 502 1:!5pm-2:45pm (room) Financial Exploitation in Indian Country This will be a panel presentation that will identify the various Tribal communities in NYS and provide some examples of how financial exploitation is increasing against Native American elders. A national expert will also be a part of the panel to discuss what has been observed in tribal communities across the country and how some tribal Nations are dealing with it. Presenters: Brian Mohr, B.S., Domestic Violence Coordinator, Erie County Sheriff’s Department; Keahi Kimo Souza, MSW/MS, Behavioral Health Director, Santo Domingo Pueblo 503 1:!5pm-2:45pm (room) Technology Safety: Navigating the Landmines How can clients and families be safe from financial exploitation through technology systems? Learn how cyber systems are utilized to target and stalk victims of financial abuse. Navigating the landmines of technology is key to safety planning. Presenters will provide state-of-the-art information on technology systems, current programs and legal services available to keep clients safe and assist those who are financially exploited/abused. Presenter: Erica Olsen, Trainer, National Network to End Domestic Violence -20- Session 5 Workshops Thursday, October 4th | 1:15pm-2:45pm 504 1:!5pm-2:45pm (room) Preying on the Old and Vulnerable: Taking Action against Fraud and Scams Scams and fraudulent activities that target vulnerable and older adults are very prevalent. This workshop will provide an update on the most common scams and fraudulent schemes that can affect all of us! Home improvement scams, telemarketing fraud, lottery scams, credit card, smartphone and e- mail scams will be covered. The presenters are actively involved in public education and other initiatives to prevent scams and fraud. They will discuss concrete strategies to avoid becoming a victim and what to do if victimization occurs. Presenters: James Lynd, Fraud and Scams Prevention Program Coordinator, Lifespan; Melanie Grossman, Outreach Coordinator, NYS Division of Consumer Protection; Paul L. Caccamise, LMSW, ACSW, Vice President for Program, Lifespan 505 1:!5pm-2:45pm (room) The Financial Advisor and the Caseworker: A Team Approach to Combat Financial Exploitation Often representatives of the banking industry and other financial advisors may be the first line of defense in identifying potential financial exploitation. This workshop will focus on the cooperative relationship that can develop when a financial advisor and a caseworker collaborate to assist vulnerable adults who are at risk for abuse. Actual cases will be used to illustrate this collaborative approach. Presenters: Marjorie Windheim, LCSW, Adult Services Supervisor, Rockland County Department of Social Services; Alfie Schloss, MS, Reverse Mortgage Loan Originator, Associated Mortgage Bankers,Inc.; Lori Gifford, BA, Caseworker, Adult Protective Services, Rockland County Department of Social Services 506 1:!5pm-2:45pm (room) Integrating evidence-based mental health interventions with elder abuse victims This workshop will describe the development of a program that integrates evidence-based mental health programs within traditional elder abuse services. Data will be provided on the prevalence of elder abuse in New York State and the rates of mental health symptoms in this population. The development and format of the mental health intervention in the integrated and coordinated service programs will be discussed. Presenters: Jackie Berman, PhD, Director, Research, NYC Department for the Aging, Jo Anne Sirey, PhD, Associate Professor of Psychology in the Department of Psychiatry, Weill Cornell, Medical College; Aurora Salamone, MPS, Director of Elderly Crime Victims Resource Center, NYC Department for the Aging -21- Session 5 Workshops Thursday, October 4th | 1:15pm-2:45pm 507 1:!5pm-2:45pm (room) Increased Vulnerability for Financial Exploitation of Older Adults Resulting from Substance Substance abuse can play a serious role in increasing the vulnerability of older adults to a variety of problems, including financial exploitation. This workshop will review three key aspects of the dynamics of older adult substance use and financial exploitation: (1) relationships with spouses, other family members, friends and caregivers in which financial vulnerability can occur; (2) the risks and realities that older adults face involving various types of substance abuse including ongoing and sudden onset of problems tied to alcohol, medications and other drugs in relation to physical, mental and social well-being; (3) treatment procedures and outcomes related to older adult substance abuse, with a focus on decreasing financial vulnerability. Presenter: Christopher Barrick, Ph.D., Senior Research Assistant, Research Institute on Addictions/University at Buffalol; Robert Higgins, MPP, MSWHon, Addiction Program Specialist/Coordinator of Older Adult Services, NYS, Office of Alcoholism and Substance Abuse Services (OASAS) -22- General Information HOTEL POLICIES & SERVICES Hotel Check-In Time: ..............................................................................Begins at 4:00 pm Hotel Check-Out Time: .....................................................................................12:00 Noon PLEASE NOTE: If you are attending session 5 workshops on Day 2, please check out of the hotel by 12 Noon or you will be charged an extra night. A 30 minute break has been provided at 10am on Thursday, October 3rd to allow extra time to check-out of the hotel. (You may be able to request a late check-out.) LUGGAGE STORAGE is available at no charge for those attending workshops before check-in time or after check-out time. Please inquire about this service at the hotel front desk when you check in/out. GROUND TRANSPORTATION Albany Airport shuttle service is available at no charge daily between the hours of 5:30 am to 11:30 pm upon request. Please see bellman at least 1 hour before you wish to depart. Private taxi/car service is available to the Albany/Rensselaer AMTRAK Railroad Station. Checker Cab (518) 456-8800 (AMTRAK Station is approx. 30 mins. Away, $20 - $25 + tip) INSTITUTE EVALUATION FORMS A workshop evaluation form will be distributed at the end of each workshop session. Please complete and give them to a Workshop Monitor or Presenter(s). An “Overall Evaluation” form is included in your general folder and should be completed at the end of the Training Institute. All evaluation forms may be returned to the Training Institute registrationtable at anytime during the event. -23- Jean Callahan, Esq., MSW Director Geoffrey L. Rogers Director of Learning and Development Jerry Antonatos Director of Finance and Administration Debra Sacks, LPN, JD Senior Staff Attorney, Sadin Institute on Law Raquel Romanick Staff Attorney, Sadin Institute on Law Director of Special Projects Paul G. Fleischmann Manager of Production and Event Planning Leah DeVries, Ashley Faustin, Milagro Ruiz Project Assistants Matt Caron, Steve Randall Technical Assistants Hotel Accommodations Provided by The Albany Marriott and Confernce Center 189 Wolf Road, Albany, NY 12205 (518) 458-4444 -24-