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Working groups

Consider developing working groups that fit the goals and needs of your network.

Use our working group activities to establish working groups as well as a goal and next steps for each group.

Types of working groups

Case review and resolution

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 like the district attorney’s office or a local law enforcement agency

Community outreach and education

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.)

Local or regional protocols and response

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

Policy development

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

Cross-training by discipline

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”