Daily Money Management Policy Symposium 2009
The Sadin Institute on Law & Public Policy

Elders Aging In Place: Who's Paying the Bills?
The Value of Daily Money Management and a Blueprint for Policy

Friday, November 13, 2009
8:30am - 12:15pm
Hunter College School of Social Work
Harold Lewis Auditorium
129 East 79th Street, New York City

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PROGRAM
(Please see Technical Note Concerning Audio Files below)

(Length)

1. Introduction and Welcome...........................................................................................(3:57)
   Marianne C. Fahs, Professor and Rose Dobrof Co-Director, Brookdale Center for Healthy Aging & Longevity of Hunter College/CUNY
   Jacqueline Mondros, Dean, Hunter College School of Social Work
   
   
2. Opening Remarks.........................................................................................................(2:50)
   Stephanie Renari, Executive Director, Isaac H. Tuttle Fund
   
   
3. Facilitator Remarks (Introduction).............................................................................(4:52)
   Lorraine B. Tsavaris, Managing Dir., Rockefeller & Co., Inc
   
   
4. Facilator Remarks
   Robert Blancato, President, Matz, Blancato & Associates, Inc. (Facilitator).....(6:15)
   
   
5. Needs Assessment...................................................................................................(14:52)
   J. David Nelson, Member, AARP Board of Directors, AARP Foundation
   
   
6. Policy Analysis ............................................................................................................(21:49)
   Marianne C. Fahs, Professor and Rose Dobrof Co-Director, Brookdale Center
   for Healthy Aging & Longevity of Hunter College/CUNY (Intro by Robert Blancato)
   
   
7. Practice Examples
   Amanda Leis, Money Management Project Coordinator, Council of Senior
   Centers and Services - CSCS Bill Payer Program ...............................................(10:46)
   
   
8. Practice Examples
   Lin Saberski, Deputy Commissioner, Adult Protective Services Unit, NYC Human Resources Administration- Adult Protective Services Financial Mgmt..............(12:15)
   
   
9. Q&A Session on Needs Assessment, Policy Analysis and
   Practice Examples.....................................................................................................(16:07)
   
   
10. Policy Work Session (Introduction)
    Michael Burgess, Executive Director., NY State Office for the Aging ..................(6:28)
    
    Presenters: (Moderator: Robert Blancato)
    
    
11. Caryn Resnick, Deputy Commissioner, NYC Dept for the Aging ........................(6:17)
12. Bobbie Sackman, Dir of Public Policy, Council of Senior Centers & Services...(6:30)
13. Greg Olsen, Deputy Director, Executive Division, NYS Office for the Aging ......(10:28)
14. James P. Firman, President and CEO, National Council on Aging ..................(11:41)
15. Ruth Finkelstein, VP of Health Policy, New York Academy of Medicine ............(10:05)
    
    
16. Q&A Session on Policy Work .....................................................................................(13:15)
    
    
17. Call to Action
    Igal Jellinek, Executive Director, Council of Senior Centers and Services ........(8:15)
    
    
18. Closing Remarks
    Robert Blancato, President, Matz, Blancato & Associates, Inc ............................(1:56)
    

(Policy Recommendations will be posted soon)

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PRESENTATIONS AND PROGRAM FOLDER CONTENT

PRESENTATIONS:

• Program (Actual)
• J. David Nelson Powerpoint Presentation (AARP) - NY Money Management Needs Assessment
• Marianne C. Fahs Powerpoint Presentation - Value of DMM Policy Analysis

PROGRAM FOLDER CONTENT:

• Value of Daily Money Management: Analysis of Outcomes and Costs (4-page flyer)
• Brookdale DMM Research Project Participant List
• Brookdale Newsletter (Winter 2009)
• AARP New York Money Management Needs Assessment Executive Summary
• AARP Money Management Program Description
• NY Elder Justice Coalition Advocacy Message
• Senator Kirsten Gillibrand Letter (Form)
• CSCS Bill Payer Program (Program Overview, Policy Statement and FAQs)
• CSCS Money Management Spectrum Chart
• NCEA Enewsletter (Sept 2009)

(c) 2009 Brookdale Center for Healthy Aging & Longevity
of Hunter College / City University of New YorK

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***** TECHNICAL NOTE CONCERNING AUDIO FILES *****
You will need a "media player" on your computer that plays MP3 audio files in order to hear the recordings above. If you do not have a media player installed on your computer, please download
Windows Media Player for free.

Please note that due to nature and different types of computers and settings, the audio files may not start to play when you click on them. If the audio file fails to start playing on your computer within 30 seconds of clicking on it, you may have to download the file first to your computer hard drive, and then play it. To download the file, "right-click" on any file and select the "Save Target As..." option. Each file is relatively small and should not take more than 15 or 20 seconds to download.

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For further content information, please email
Raquel.Romanick@hunter.cuny.edu
or call Brookale Center for Healthy Aging & Longevity of Hunter College
(212) 481-3780.

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This event was co-Sponsored by:

AARP
Altman Foundation
Brookdale Center for Healthy Aging & Longevity of Hunter College/CUNY
Council of Senior Centers and Services of New York City
James N. Jarvie Commonweal Service
Jacob Reingold Institute for the Prevention of Elder Abuse
Isaac H. Tuttle Fund