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Event Details

Event Registration - Webinar (CPA Crossings): What CPAs Need to Know about Elder Fraud to Protect Themselves and Clients

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Date:
Friday, November 10, 2017
Time:
1:00 PM - 3:00 PM Mountain Standard Time
Notes: This webinar is produced by CPA Crossings. You will receive login instructions for your webinar at least two business days prior to the program date. Please note that these instructions will be sent by CPA Crossings along with your CPE certificate upon completion of the webcast.
Overview:Nearly half of CPAs who are personal financial planners reported in a recent AICPA survey that they have seen an increase in elder fraud and financial abuse over the last five years. Scam artists, including family members, can easily take advantage of your most vulnerable clients, leading to problems to you. The AICPA alerted CPAs in the article, "The Growing Epidemic of Financial Elder Abuse." In this session, Gary Zeune, CPA MAcct will interview David Kessler This event may be a rebroadcast of a live event and the instructor will be available to answer your questions either during or after the event.
Major Subjects:

Gary will interview David Kessler, who will lead you through his investigations of cases of elder fraud and abuse and show you the warning signs that your clients or family members might be fraud victims.

  • Tonya Weiss preyed on older men who have lost their spouses and are lonely and vulnerable. What were the red flags that she was draining their bank accounts?
  • Charles Sellers did $5,000 of home "improvements" to Mrs. Andrews home.
  • The sister who drained a widowed mother's accounts.
  • Telemarketing fraudster Ricardo Bendinelli confessed to Kessler that he stole millions from the elderly.
Objective:
  • Learn how CPAs can protect their clients and themselves. 
  • Recognize the red flag of financial exploitation of the elderly. 
  • Learn how to report theft or fraud on behalf of the elderly victim. 
  • Understand how fraud and financial exploitation of the elderly is a crime, not a family or civil matter.
Designed For:CFOs, controllers, CPAs, clients, internal auditors, controllers, Executives, board members, Business Owners, Attorneys
Prerequisites:None
Advance Preparation:None
Vendor:CPA Crossings, LLC
Level:Basic
Member/Nonmember Fees:79 / 79
CPE:Accounting 2 hour(s)
Yellow Book Credit:N
Gary D Zeune, CPA, CFE
CEO
Pros & The Cons LLC, The

Address:
Webinar
Cancel/Transfer Policy

Cancellation or transfer requests made six(6) business days or more prior to the program, no fee assessed.

Cancellation or transfer requests made two(2) to five(5) business days prior to the program, $25 fee assessed.

Cancellation or transfer requests made one business day prior to the program, $50 fee assessed.

Day of program or no notice of cancellation, 100 percent course fee assessed.

If you transfer from an in-class course to a webcast, the above policies apply.

Remember, the COCPA reserves the right to cancel a course seven days prior to the program date. Please keep this cancellation policy in mind when making your travel plans and airline reservations. The COCPA will not be liable for flight cancellation penalties due to our cancellation.

To cancel or transfer a course, please contact the Member Services department at 303-773-2877 or 800-523-9082.

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