Knowing When Your Elderly Client is a Victim of Fraud or Financial Exploitation
ON-DEMAND
Online
2-Ethics CPE Credits
A recent survey found that one in five of those over the age of 65 have been the victim of fraudulent financial activity. The PICPA has partnered with the Pennsylvania Department of Banking and Securities to host an elder financial abuse prevention program to help CPAs recognize when their older clients may be vulnerable and what to do if they discover their client is a victim of financial abuse.
Sit back and click play!
Hear Brian LaForme and David Goss cover the following:
Common fraudulent activity
Warning signs and Prevention techniques
Duties and responsibilities of power of attorney
Client confidentiality issues
CPA Code of Conduct restrictions
Pa. Statute of Confidentiality provisions
Registration
PICPA Member: $58 Nonmember: $78
More Information
Course No.
ON-DEMAND
Level:
Update
Prerequisites:
None
Notes
You will have up to 90 days after the date of purchase to complete the course and take the exam.
Speaker(s)
David Goss
Fraud and Forensic/Litigation Service
North American Forensic Accounting PC dba Prussman-Goss CPAs
David E. Goss CPA,CFF,CFE President North American
Forensic Accounting PC
President Prussman-Goss Certified Public Accountants
Mr. Goss is the chair of the
PICPA Forensic and Litigation Services Committee. He specializes in forensic
services including fraud investigations, forensic accounting, and litigation
support. He has authored many articles including “When
a Fraudster Calls from Within” which was published in June
2015.
Brian LaForme
Deputy Secretary
Pennsylvania Department of Banking & Securities
Brian
LaForme, is Deputy Secretary, Pennsylvania Department of Banking and Securities.
The department regulates banks, credit unions, trust companies, investment firms
and professional mortgage lenders and brokers, and other consumer lenders. In
his role as deputy secretary, he is responsible for creation and implementation
of intra-agency programs, including statewide consumer and business services,
focusing on financial education, consumer protection, and business outreach.