PRESENTER – Kate Kramer, Policy Analyst, CFPB’s Office for Older Americans

Kate Kramer is a Policy Analyst with the Office for Older Americans at the Consumer Financial Protection Bureau. Ms. Kramer’s work focuses on age-friendly banking, financial technology, elder financial exploitation, and protecting people living in assisted living communities and nursing homes from financial abuse. 

Before joining the CFPB, Ms. Kramer worked with older crime victims as the Project Director of the Elder Rights Center at the Area Agency on Aging of Palm Beach/Treasure Coast. Previously, she worked as a legal services attorney with a focus on family law, guardianship law, bankruptcy, and consumer law. Ms. Kramer holds a J.D. from Boston University School of Law and a B.A. from the University of Tulsa

PRESENTER – Jilenne Gunther, JD, MSW, National Director of AARP’s BankSafe Initiative

Jilenne has authored two books on consumer rights and elder law and a novel analysis on the economic cost of financial exploitation. While a Borchard Fellow with the Borchard Center on Law & Aging, she conducted a groundbreaking study on the legal needs of older Americans.

Jilenne has been recognized and honored with over 15 awards for her distinct contributions, including the Association Women Technology Champions (AWTC) Social Impact Award and the Governor’s Woman of the Year Award. She holds a juris doctorate from the University of Utah, a master’s degree in social work from Washington University in St. Louis.

MODERATOR: Gary Iorfido and Jim Nemecek, Compliance Anchor Directors

WHO SHOULD ATTEND:

Compliance Officers and compliance personnel, BSA Officers, BSA Analysts, Branch Managers, Deposit Operations, and Branch staff, loan officers and auditors.

PAYMENT: Free to CA members, $225 to non-members