Member Login



Handling Difficult Elder Financial Exploitation Events: Training Frontline Staff on Effective Communication

Handling Difficult Elder Financial Exploitation Events: Training Frontline Staff on Effective Communication

9.24.2020 from 2:00pm to 3:00pm

Approximately 1 in 10 Americans aged 60+ have experienced some form of elder abuse.  Some estimates range as high as 5 million elders who are abused each year.  Elder financial exploitation continues to be a significant problem and financial institutions represent a big hub for identifying such abuse since they hold the assets of their customers.  When elder financial exploitation is identified at a financial institution, it sometimes it met with hesitation as staff and management may feel uncomfortable with approaching the elder adult.  How do you talk to an elder adult about the fact they’ve been a target of elder financial exploitation?  How do you handle situations when both the victim and their abuser is at the financial institutions to withdraw funds?  This webinar will focus on best business practices for handling these difficult situations and provide attendees with sample scripts to use for consistency and effectiveness.

Topics covered:

  • Trends in elder financial exploitation
  • Best business practices for handling difficult elder financial exploitation events
  • Scripts to provide your staff that can be used for consistency and effectiveness

Upcoming Events

Learning Opportunities to Empower

August 2020


8.24.2020 to 8.27.2020


September 2020

All Events

Educate & Empower Your Staff

Membership gives you access to essential webinars & educational tools

Help your staff stay ahead and learn about the most pressing risk management best business practices associated with payments, fraud, BSA/AML, cybersecurity & more

Missed a webinar?

Browse and buy webinars now in our archive

It’s easier than ever to train yourself and your staff with our archive of webinars, packed with the most recent and relevant risk and fraud mitigation tactics, regulatory guidance, and more!


2020 Membership Enrollment

Save your organization time and money with empowering benefits

  • Exclusive Member Only Webinars on Risk Trends and Leading Business Practices
  • Ongoing Risk Management Expert Support Services
  • Bi-Annual Risk Management and Strategy Roundtable Meetings
  • Brandable Communication Resources
  • Assistance with Gap Analysis between insurance policy & internal controls
  • Assistance with preparing communications for board of directors meetings
  • 5 additional webinars included (33 total annually)
  • Team-specific training packages