The CFPB’s Age-Friendly Banking Resources to Help Credit Unions Serve Older Members

On-Demand Webinar Available Until November 9, 2022

Register Now for On-Demand Access

Learn about promising practices and free resources to help you engage with your older members and prevent elder financial exploitation.

The CFPB’s Office for Older Americans (OA) age-friendly banking initiative seeks to support credit unions and banks by enhancing their ability to serve older account holders and respond to elder financial exploitation. Free resources for credit unions include voluntary recommendations for preventing and reporting elder financial exploitation, information about Suspicious Activity Reports (SARs) involving elder financial exploitation and advisories about various age-friendly banking topics. The OA also has many free consumer education tools, such as the Managing Someone Else’s Money guides for financial caregivers, Money Smart for Older Adults scam prevention program, fraud prevention handouts and tips for older consumers.

This session will highlight promising practices in age-friendly banking and resources you can use to make a positive impact for your older members.

Key Takeaways

  • Consider promising practices in elder financial exploitation prevention and assess which might be helpful to your staff and older members.
  • Learn how you can use the CFPB's free resources to prevent and respond to elder financial exploitation in your community.
  • Ask questions and share your ideas for additional educational resources the CFPB could develop to support your efforts to better serve older account holders and prevent elder financial exploitation.

Register Now for On-Demand Access
Registration is complimentary, but you must register to attend.
One registration gives your entire team access to the live webinar and on-demand recording until November 9, 2022.
Go to the Online Training Center to access the webinar after purchase »

Who Should Attend?

  • NAFCU Certified Compliance Officers (NCCOs)
  • NAFCU Certified Bank Secrecy Officers (NCBSOs)
  • Compliance and BSA staff

Education Credits

  • NCCOs will receive 1.0 CEUs for participating in this webinar
  • NCBSOs will receive 1.0 CEUs for participating in this webinar
  • CPA credit information is below; recommended 1.0 CPE credits.

CPA Certification Credit Information

  • Reviewer: Josie Collins, Associate Director of Education, NAFCU
  • Learning Objectives:  See key takeaways
  • Program Level: Basic
  • Prerequisites Needed: None
  • Advance Preparation Needed: None
  • Delivery Method: Group Internet-Based
  • Recommended CPE Credits: 1.0 credits
  • Recommended Field of Study: Regulatory Ethics – Technical
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About Our Webinars

Our webinars are streamed live from NAFCU headquarters near Washington, D.C. Your audio/video feed of the presenters includes presentation slides and downloadable handouts. You can easily submit your questions to the presenters at any time during the live broadcast, with no dialing over the phone! The audio and video stream directly through your computer.

Presented By

Deborah Royster, Assistant Director, Office for Older Americans, Consumer Financial Protection Bureau
Deborah Royster

Assistant Director, Office for Older Americans, Consumer Financial Protection Bureau

Kate Kramer,  Policy Analyst, Office for Older Americans, Consumer Financial Protection Bureau
Kate Kramer

Policy Analyst, Office for Older Americans, Consumer Financial Protection Bureau