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Elder and Dependent Adult Financial Abuse

June 17, 2024
All day
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RELEASE DATE:  June 17, 2024

Financial elder exploitation costs older Americans an estimated $35 billion every year. Too many seniors and adult dependents find themselves vulnerable to frequent financial exploitation and overreach. Credit unions can find themselves torn between their duty to preserve member privacy and their desire to protect vulnerable members from greedy exploitation.

You can do your part to protect the elderly by reporting suspected cases. This webinar will share your possible legal requirements as well as how to spot and prevent financial elder abuse.


Jim Petkovits is Vice President of Education for Wespay and has over eighteen years of payments experience. Jim is responsible for developing and providing education and training to Wespay members through in-person workshops, webinars and in-house training. Prior to joining Wespay, Jim was the ACH Education and Training Manager for the Northwest Clearing House Association (NWCHA) since 2001, and a Customer Service Manager for Bank of America’s ACH Regional Processing Center in Seattle. Jim holds both an Accredited ACH Professional (AAP) and National Check Professional (NCP) accreditation.

As an innovative payments association, Wespay is dedicated to guiding members through the ever-evolving payments industry with education, information, advisory and advocacy services. Our dedicated team partners with financial institutions, fintech companies, third-party payment providers and organizations that supply payment services related to operations and compliance, risk management and fraud, as well as payments strategy and planning.

As a Direct Member of Nacha, Wespay is a specially recognized and licensed provider of ACH education, publications, and support. Wespay is directly engaged in the Nacha rulemaking process, the Accredited ACH Professional (AAP) Program and the Accredited Payments Risk Professional (APRP) Program. Additionally, Wespay is partnered with ECCHO, as a designated Educational Partner for the National Check Professional (NCP) accreditation program.


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