Brief Summary of Minutes of Annual Meeting

W3191 Accomplishments Since the Last Annual Meeting

Short-term Outcomes. As indicated in our outputs (listed below) we participated in a number of education and outreach opportunities which targeted researchers, professionals who work with older adults, as well as community members. This work helps to increase recognition and detection of elder financial exploitation, which ultimately reduces costs to families, communities, and society.

Outputs. We list below our annual outputs in terms of presentations, publications, grant funding, and publications.

Presentations:

• Vincenti, V. B. and Werth, C. (24 August 2019). Preventing Elder Family Financial Exploitation (EFFE): Identifying Risk and Protective Factors. Rocky Mt. Elder Law Retreat. Vail, CO.
• Rudisuhle, Don. (13 August 2019). Investigating Cases of Financial Crimes Against the Elderly. Association of Certified Fraud Examiners Northern Colorado Area Chapter, Loveland, CO. 
• Vincenti, V. B. (10 June 2019). What Research Tells Us: Family Risk & Protective Factors Affecting Elder Family Financial Exploitation. Knowledge is Power: A Workshop for Victims of Elder Financial Exploitation & Abuse & Elder Justice Advocates. Washington, DC.
• Teaster, P., Bolkan, C., Ramsey-Klawsnik, H., & Gerow, K. (August 2019). Abuse of Vulnerable Older Adults by Surrogate Maker Perpetrators. Presented at the National Adult Protective Services Association Conference. Denver, Colorodo.

Publications:

• Teaster, P. B., Vincenti, V., Betz-Hamilton, A., Bolkan, C. and Jasper, C. (in press). Themes from Elder Financial Exploitation by Family Member Powers of Attorney. In Gender, Sexual Identity, and Families: The Personal Is Political.  Co-editors: Lyness, K. & Fischer, J. (Monograph, vol. 6).

Grants:

• Ehmke, C. and Vincenti, V. (2018). Elder Family Financial Exploitation Awareness & Prevention. John P. Ellbogen Foundation, Wyoming Communities, Agriculture, and Rural Living Fund. $12,240.00 in the first year and $1,025.00 in the second year.
• Ehmke, C. (July 2019). Multistate Research Project W2191, Elder Financial Exploitation: Impact on Families. July 1, 2019 through June 30, 2020. $3,600 annually funded.
• Ehmke, C., and Vincenti, V. CRIS (Current Research Information System), Based on WY Multistate Project. June, 2018-May 2019. $3600.
• Teaster, P., Bolkan, C., Ramsey-Klawsnik, H., & Gerow, K. (2018 – 2019).The Abuse of Vulnerable Older Adults by Surrogate Decision Maker Perpetrators. Retirement Research Foundation ($154,000).
• Vincenti, V., Betz-Hamilton, A., & Chapman, A. (2018-2021). Understanding elder family financial exploitation (EFFE): Identifying risk and protective factors. Kappa Omicron Nu New Initiatives Grant. ($9,000.00).

Activities. Multistate team participants are engaged in multiple types of scholarly and outreach activities that include grantwriting, data collection, data analyses, grant writing, outreach, and publication.

Milestones. The multistate team has a number of key milestones for achieving and delivering additional outputs of our project. During the next year, the team plans to: (a) develop a socioecological theoretical model for elder financial exploitation for publication and presentation at a national conference; (b) continue data collection, data cleaning, and data analyses; and (c) continue to publish results.