Stopping Elder Exploitation 101

PowerPoints from the training

Securities 101 (Commissioner of Securities & Insurance)

Common Scams (DOJ Office of Consumer Protection)

Federal Focus on Elder Justice (U.S. Attorney’s office and FBI)

Exploitation and Fraudulent Practices (Adult Protective Services)

Identity Theft (DOJ Office of Consumer Protection)

Division of Banking & Financial Institutions

Powers of Attorney and Guardianships (DPPHS)

Join Montana Securities Commissioner Matt Rosendale, Montana Attorney General Tim Fox, U.S. Attorney Kurt Alme, Department of Health and Human Services, Adult Protective Services, Agency Legal Services, the Montana County Attorney’s Association and the Montana Banking Commissioner for a multidisciplinary primer on how to recognize and refer cases of financial exploitation of seniors.

This event will cover the wide scope of elder exploitation, what various Montana and federal agencies are doing to combat the problem, and what you can do to help. Join us to learn how to recognize and prevent elder exploitation, identify major elements of securities fraud cases, how to address identity theft, what resources are available in Montana, and much more.

*Note: This event is for county attorneys and law enforcement officers. If you are not a member of a county attorneys office or law enforcement agency, please contact Marissa Stockton at prior to registering. Scholarships to cover travel expenses, hotel, and meals are available for two people from each of Montana’s 56 counties. Contact Marissa with any questions.

**Please complete registration at the link below but do NOT book your room through the hotel. We will email your hotel confirmation in late September.


Working Agenda
Wednesday, October 2, 2019
Best Western GranTree Inn, Bozeman, MT


7:45-8:00 Registration and Check-in
8:00-8:15 Welcome to Stopping Senior Exploitation 101
Matt Rosendale – Montana State Auditor
Tim Fox – Montana Attorney General
8:15-9:30 Pure vs. Hybrid Exploitation and Fraudulent Practices
Michael Hagenlock – Adult Protective Services
9:30-9:45 Break
9:45-10:15 Office of Consumer Protection Overview and Top 10 Reported Scams
Chuck Munson – Office of Consumer Protection
10:15-11:15 Power of Attorney vs. Guardianship
TBD – Montana Legal Service Developer
11:15– 12:00 Federal Focus on Elder Justice
Tom Bartleson – U.S. Attorney’s Office
Special Agent Sarah Sampson – Federal Bureau of Investigation
12:00-1:15 Lunch with Keynote Speaker
1:15-1:45 F.A.S.T. Team
1:45-2:30 Securities Products and Schemes
Lynne Egan – Office of the Montana State Auditor
Brett Olin – Office of the Montana State 
2:30-2:45 Break
2:45-3:30 Identity Theft 101
Marcus Meyer – Office of Consumer Protection
3:30-4:25 Financial Institution Red Flags and Working with Law Enforcement
TBD – Division of Banking and Financial Institutions
4:25-4:30 Closing Remarks
Kurt Alme – U.S. Attorney for Montana


Register Here

The Commissioner of Securities and Insurance will make reasonable accommodations for persons with disabilities who wish to participate in the summit. For questions about accessibility or to request accommodations, please contact Marissa Stockton at 406-444-2006 or by September 23rd.