7:00am – 3:30pm – Registration Open!
7:00am – 8:00am – Breakfast provided onsite at Vista Grill
8:00am – 3:15pm – Exhibit Area Open!

Networking & Partner Education

8:15am – 8:30am –  Welcome – Aaron Bradley, Tracy Armstrong, Paul Greenwood
8:30am – 9:30am –  General Session

TBI – Financial Exploitation Prevention Hotline
Paul Greenwood, Greenwood LLC, Former Deputy District Attorney General for San Diego County Elder Abuse Prosecution Unit Opening Remarks, Moderator
David Rausch, Director, Tennessee Bureau of Investigation
Greg Gonzales, Commissioner, TN Department of Financial Institutions
Amy Heaslet, Executive Vice President, TN Bankers Association
Kim Bohannon, Chief Innovation Officer, TN Credit Union League

The Tennessee General Assembly passed legislation earlier in 2024 to establish a new 911 hotline resource at the TBI to assist financial institutions in Tennessee to improve their ability to combat the growing problem of elder financial exploitation. The concept is somewhat straight forward, in that, when a staff member at a bank or credit union identifies a suspicious transaction, they can call the TBI in real time to discuss the situation and decide together a plan of action. Allow the transaction to continue or delay the transaction pending a review / investigation. Members of the TBI along with the Commission of the Tennessee Department of Financial Institutions along with staff from the Tennessee Bankers Association and the Tennessee Credit Union League will share details on how this works in Tennessee.

9:45am – 10:45am –  Workshops

Mail Fraud and Money Order Scams
Philip Gentile, US Postal Inspection Service

This session will equip attendees with crucial knowledge to recognize and combat various mail fraud schemes. The presentation will cover common scams, including romance, lottery, and work-from-home schemes, highlighting how criminals target and exploit older adults. Attendees will also learn about the latest methods used by scammers to drain retirement savings, along with practical prevention strategies to protect themselves and others from financial loss.

First National Bank’s Fraud Prevention: Helping the Elderly Age with Dignity and Avoid Abuse

Vanessa Bryant, Vice President, First National Bank-Oneida, TN, Bank Secrecy Act Officer

Fraud/Scams affecting the elderly has increased exponentially over the past several years. This financial abuse affects everyone – rural and urban, impoverished and affluent. This workshop will give real life examples of fraud/scams seen in Tennessee communities and demonstrate how First National Bank has educated employees and their community to protect the elderly.  

Tennessee Conservatorship & Public Guardianship Laws

Bill Reeves, Attorney, Wise and Reeves
Lynette Edwards, Attorney, ETHRA / ETAAAD Public Guardian
Amy Willoughby Bryant, Esq, NCG, Director, Office of Conservatorship Management, Metropolitan Govt. of Nashville and Davidson County

This workshop will take a step-by-step view of the conservatorship process and clarify common questions about conservatorship, including: Differences between conservatorship and power of attorney, the authority and responsibilities of a conservator, who can file, residency requirements for conservators, tailoring  conservatorship for medical or financial needs, resources for new & existing conservators, & overview of the Public Guardianship for the Elderly Program. Attendees will gain a better understanding of the conservatorship process and the role of conservators.

11:00am – 12:00pm – Workshops

Brief Overview Organizational Changes and Implementation of new Residential Home Licensure Law

Aaron Bradley, Director, East TN Area Agency on Aging & Disability

This workshop will provide a brief overview of the organizational changes associated with the passage of the new TN Department of Disability and Aging as it relates to Area Agencies on Aging and with a focus on the implementation of the new Residential Home Licensure Law. The session will assist stakeholders with the knowledge and resources necessary to adapt to these administrative changes and the impact of new legislation.

Elder Abuse Death Investigations

Stephen Sutton, Chief Death Investigator, Medical Examiner’s Office; Public Information Officer, Crockett County, TN Sheriff’s Office; Asst. Director, Crockett County Ambulance Service

Stephen will be presenting on several forensic cases of interest which occurred in his jurisdiction. Join him on this forensic journey as we investigate complicated elder deaths and “see the unseen” together. 

Decisions, Discharge, and Dilemmas: Ethics Issues with Hospitalized Patients when Abuse, Neglect, or Exploitation is Suspected

Annette Mendola, PhD, HEC-C, Director of Clinical Ethics, Associate Professor, Department of Medicine, The University of Tennessee Medical Center

Suspected abuse, neglect, or exploitation of a hospitalized elderly patient can generate a variety of ethical and practical concerns, including who should make medical decisions and where the patient should go after discharge from the hospital. This session will explore ways to navigate these concerns using case studies the ethics literature, and discussion. 

12:15pm – 1:30pm – General Session / Lunch

The Impact of Cognitive Impairment on Financial Decision Making

Dr. Odacir Oliveira – Psychologist
Dr. Bonnie Olsen, PHD, Professor of Clinical Family Medicine, Vice Chair for Research, KSM od USC

We have a prominent member of the medical community presenting with a focus on the impact of cognitive impairment on financial decision making. Research clearly shows that even in the early stages of dementia some of the judgement related to making good decisions about money are diminished. Looking for signs that may help individuals recognize some of these early signs, could lead to engagement and therefore more protection for someone who is starting to see decline and mismanaging money. 

1:45pm – 2:45pm –  Workshops

Cyber Crimes Basics: Transnational Elder Fraud

Nick Christian, TBI Assistant Special Agent in Charge (ASAC), FBI Special Agent – TBA

In this course, students with be introduced to the transnational cybercrime organizations that target older adults. We will discuss the most common cybercrimes and online scams, to include the anatomy of an attack, investigative methods, and victim considerations. Students will also discuss cyber security recommendations that prevent or limit victimization.

Psychology of Fraud & Scams

Dr. Odacir Oliveira, Psychologist

In an age where technology and social interactions evolve rapidly, understanding the psychological tactics behind fraud and scams is crucial, especially for vulnerable populations such as older adults. This interactive workshop delves into the psychological principles that scammers exploit, revealing the cognitive biases and emotional triggers that make individuals susceptible to deception. This workshop aims to equip attendees with the knowledge and skills to educate individuals and cultivate resilience against fraud.  

Investigating Vulnerable Adult Cases

James Hatler, Special Investigator, 27 th District Attorney General’s Office

As with any type of investigation, what can go wrong will go wrong. This presentation includes 1) basic concepts concerning vulnerable adult cases, 2) issues facing law enforcement when conducting these types of investigations, 3) what the District Attorney’s Office needs for successful prosecution, 4) the importance of communication between law enforcement and prosecutors throughout the investigative process. 

2:45pm – 3:15pm – Wrap up & Adjourn

6:00pm – 7:00pm – Awards Ceremony / Dinner / Networking with Partners & Sponsors

Elder Justice Champion Awards

7:00pm – 9:30pm – The Chillbillies: Dance & Costume Party

7:00am – 3:30pm – Registration Open

7:00am – 8:00am – Breakfast provided onsite at the Vista Grill

8:00am – 12:15pm – Exhibit Area Open:

Networking & Partner Education

8:15am – 8:30am  – Welcome – Aaron Bradley, Tracy Armstrong, Paul Greenwood

8:30am – 9:30am – General Session: Ageism and the Impact of Trauma on Older and Vulnerable Adults

Dr. Patricia Speck, Professor, Coordinator Advanced Forensic Nursing, University of Alabama at Birmingham

This workshop delves into the intersection of ageism and trauma, offering insights into how these factors uniquely affect older adults. It will unpack the subtle and overt forms of ageism that impact older adults, including societal attitudes, stereotypes, and systemic biases. Additionally, this workshop will work to examine how trauma—whether from past experiences or current events—affects older individuals differently while discussing the psychological and physical impacts of trauma, including how it can exacerbate existing vulnerabilities. Participants of this workshop will Gain practical tools and strategies for addressing ageism and mitigating the effects of trauma in their work. This includes developing trauma-informed approaches, advocating for policy changes, and providing compassionate, equitable care.

9:45am – 10:45am – Workshops

Dr. Patricia Speck, Professor, Coordinator Advanced Forensic Nursing, University of Alabama at Birmingham

This workshop, led by Dr. Patricia Speck, explored the complex interplay between ageism, trauma, and the experiences of older and vulnerable adults. Dr. Speck drew on her extensive expertise in forensic nursing to provide participants with a deep understanding of how societal attitudes towards aging and trauma impact the health, safety, and well-being of this population.

The Ins and Outs of AARP’s Fraud Watch Network

Mark Fetterhoff, Senior Advisor, AARP
Paul Greenwood, Greenwood LLC / AARP Board Member

This workshop will explore AARP’s National Fraud Watch initiative, providing professionals with insights into emerging scams targeting older adults and effective prevention strategies. Attendees will gain knowledge on recognizing common fraud schemes and accessing resources to safeguard individuals from financial exploitation.

Locked Away:  Human Trafficking of At-Risk Adults

William D. Johnson, Prosecuting Attorneys’ Council of Georgia Adult Abuse, Neglect, and Exploitation Prosecutor
Heather Strickland, Georgia Bureau of Investigation, Assistant Special Agent in Charge, Region Eleven Field Office

This workshop will focus on the growing issue of human trafficking involving at risk adults, particularly those who are vulnerable due to age, disabilities, or other factors. It will explore how traffickers exploit these individuals for labor, sexual exploitation, and financial gain. The workshop aims to equip participants with knowledge and practical tools to identify, intervene, and prosecute human trafficking cases involving at-risk adults.

11:00am – 12:00pm – Workshops

Recognizing Elder Abuse Before It’s Too Late: A Near Death Experience of a One-Time Millionaire

Andrea Bridges, Assistant District Attorney, 8th Judicial District
Anthony Veillon, Tennessee Bureau of Investigation

This 1-hour presentation will provide an overview of an active case in which multiple APS referrals were made, law enforcement made contact, and the referrals were closed by APS and law enforcement.  It is meant to serve as a cautionary tale in recognizing coercion and undue influence before it’s too late.

While we cannot disclose specific names or details due to the case’s pending status, we will thoroughly explore the key elements and implications of the investigation. This workshop aims to highlight the importance of recognizing and addressing coercion within the legal and law enforcement systems, offering insights into how enhanced training and awareness can make a difference. Join us to gain valuable knowledge that can help prevent similar injustices in the future.

Overview of Tennessee Elder Protection Laws

Paul Helton, TN Department of Human Services, Senior Associate Counsel, Office of the General Counsel

This informative workshop will focus on the laws that the Tennessee Department of Human Services, Adult Protective Services division, and other agencies use to protect vulnerable adults in Tennessee and what legal services DHS provides to these adults. We will actively discuss protective services, court actions, conservatorships, civil search warrants, subpoenas for financial records, and interagency cooperation as part of what APS does to protect vulnerable adults. 

Legislative Advocacy Strategy – Build Relationships Before You Need Them!

Bob Blancato, National Coordinator, Elder Justice Coalition President – Matz, Blancato and Associates

This workshop will focus on the importance of proactive legislative advocacy, emphasizing the need to build relationships with policymakers before a crisis arises. Bob Blancato will share insights from his extensive experience in elder justice advocacy, providing practical guidance on how to engage effectively with lawmakers and influence policy related to aging and elder care. Participants will learn how to create a strong advocacy strategy, build productive relationships with policymakers, and influence legislation that supports older adults and vulnerable populations. This session is ideal for professionals looking to engage more effectively in the legislative process.

12:15pm – 1:30pm – General Session – Lunch

National Elder Justice Update

Bob Blancato, National Coordinator, US Elder Justice Coalition
Bill Benson, Special Policy Advisor, National Adult Protective Service Association
Paul Greenwood, Greenwood LLC / Former Deputy District Attorney General for San Diego County’s Elder Abuse Prosecution Unit

This session provides an essential overview of current trends, policy changes, and emerging issues impacting the field of elder justice across the United States. Get an in-depth analysis of new federal and state legislation affecting elder justice. Obtain a better understanding of the implications of recent laws, regulatory changes, and policy shifts on the protection and rights of older adults. This session will also discuss the latest research and data that highlight emerging challenges and opportunities for intervention. Explore forward-looking strategies and initiatives aimed at strengthening elder justice systems.

1:45pm – 2:45pm – Workshops:

Elder Protection: A Gerontological Approach to Prosecution

S. Joanne Sheldon, Assistant District Attorney, 4th Judicial District

In this workshop, participants will explore the intersection of gerontology and law, focusing on the unique challenges of prosecuting cases involving elder abuse, neglect, and exploitation. Drawing on gerontological principles, this session will emphasize understanding the physical, cognitive, and emotional vulnerabilities of older adults and how these factors impact the legal process. Attendees will learn effective strategies for building stronger cases, working with older victims, and collaborating with multidisciplinary teams. The session aims to equip legal professionals with tools to better protect elderly populations and achieve justice through a holistic, informed prosecution approach.

Overview and Current Trends in Financial Exploitation of Older Adults

Mac D. Heavener, III, Assistant United States Attorney, U.S. Attorney’s Office Eastern District of Tennessee

This workshop will provide an in-depth examination of the financial exploitation of older adults, highlighting current trends and emerging tactics used by perpetrators to defraud vulnerable individuals. Mac D. Heavener, III will draw on his experience in prosecuting cases of financial crimes against older adults to offer insights into the legal and investigative strategies used to combat this growing issue.

Crisis Intervention Team Approach

Kim Rush-King, Ed.S, LPC-MHSP Director of CIT, NAMI TN

There will be a discussion of what CIT is and how it will benefit caregivers who are taking care of the older population. This presentation will highlight strategies for this population. It will stress the importance of different ways to communicate and how congruency is the key to effective communication.

2:45pm – 3:15pm – Wrap up & Adjourn

Enjoy an evening in Gatlinburg

7:00am – 8:30 – Breakfast Provided onsite at the Vista Grill

8:45am – 9:00am – Welcome – Aaron Bradley, Tracy Armstrong, Paul Greenwood

9:00am – 10:30am –  Closing Session

You Are Making a Difference! Next Steps & Call to Action

Paul Greenwood, Greenwood LLC
David Rausch, Director, Tennessee Bureau of Investigation
Aaron Bradley, Director, ETAAAD
S. Joanne Sheldon, Assistant District Attorney, 4 th Judicial District
David Blevins, Dr. David S. Blevins, MA, FAEMS, CEM, CEMSI, NCEE, NR-P; Director EMS Education Programs, Roane State Community College; President, Tennessee Association of EMS Providers

This session translates insights and discussions from the conference into tangible steps for advancing elder justice. Explore strategies for leveraging existing networks and building new alliances to support the Elder Justice Initiative. Attendees will depart with a roadmap for advancing elder justice, equipped with the tools, strategies, and support needed to turn commitment into impactful Elder Justice action.