Reconvene and establish your elder fraud prevention network
Schedule a follow-up meeting to review network priorities and form working groups to establish your network.
Your core planning team should schedule this meeting to take place four to six weeks after the convening. The main activities of this meeting are:
Reviewing the readout
Naming your network
Selecting the network coordinator(s)
Assigning stakeholders to work groups
Review the readout
Begin the meeting by reviewing the readout you sent to stakeholders after the convening. Make time to discuss any questions or concerns as a group.
Select coordinator(s)
Choose or confirm a coordinator or co-coordinators to lead the network and take charge of administrative duties. Your network members can decide how long coordinators will lead these tasks.
Naming your network will make it easier for members to talk about your work with the wider community. We created an activity to help name or rename the network.
Before the meeting, your team should set up space for each working group. Consider using table tents with the name of each working group. Familiarize stakeholders with the suggested goals and tasks of each working group. Instruct the coordinator and/or facilitator to encourage members to join working groups so that each group has stakeholders from a variety of fields.
Types of working groups
Members of this working group often have backgrounds in:
Case management
Law
Social work
Medicine
Mental health
Law enforcement
Emergency response
Other relevant fields
Sample goals
Start a multidisciplinary team (MDT) or financial abuse specialist team (FAST) to conduct case reviews
Start an elder financial exploitation SAR review team (SARRT)
Develop a system for case referral among network members
Develop a confidentiality protocol to use when discussing cases
Assist members in drafting a Memorandum of Understanding between organizations
Hold case review meetings to collaborate on cases of suspected elder financial exploitation
Establish a working relationship with relevant stakeholders, such as the district attorney’s office or a local law enforcement agency
Members of this group often have a background in:
Training and education
Public speaking
Community presentations
Marketing and outreach
Sample goals
Develop and implement fraud prevention education for seniors and caregivers
Distribute educational materials to senior centers, senior living communities, financial institutions, medical offices, libraries, and other locations
Develop public service announcements to be broadcast Consider creating subcommittees focused on outreach to specific communities (foreign language, LGBTQ, etc.)
Consider recruiting members with a background in:
Law
Policy
Procedural development
Standard operating procedures
Sample goals
Implement confidentiality protocols to use during case review
Develop a common understanding of how different disciplines define “capacity”
Develop and distribute a list of community resources and key contacts for issues related to elder financial exploitation
Members often have a background in policy advocacy or have connections to policymakers.
Sample goals
Encourage community leaders to prioritize issue of elder financial exploitation
Support state funding for agencies addressing elder financial exploitation
Advocate for the creation of safe, accessible shelters for older adults experiencing domestic violence
Members often have connections in relevant disciplines, or a background in:
Public speaking
Professional presentations
Curriculum development
Training and education
Sample goals
Develop role-specific professional training for financial institutions, attorneys, healthcare professionals, and social services providers
Create a referral guide of network members that includes each member’s organization and its role
Secure funding to create a day-long training for criminal justice professionals
Encourage banker’s association to provide ongoing training for financial professionals
Host annual conference to share promising practices, case studies, and innovation
Develop a common understanding of how different disciplines define “capacity”
Activity to establish groups and set goals
Use this activity to help each working group develop a mission statement, determine the group leader, select a goal, and make an action plan for achieving it. Group leaders should assign tasks to each member so that everyone shares the workload.
A referral guide helps members connect with individuals or organizations outside of their expertise that can help them address elder abuse issues. You can fill in the referral guide with contact information from your invitation list or convening roster. You should include:
The name of your key contact at each organization
Any relevant services that the organization provides