Elder Financial Abuse Awareness Video for Wisconsin Banks

Over the next two decades, Wisconsin’s 65 and older population will increase by 72% and one in nine seniors have reported being abused, neglected, or exploited in 2017.

This is a growing issue for Wisconsin and the nation. The Wisconsin Bankers Association and its members have worked closely with Wisconsin Attorney General Brad Schimel and his Elder Abuse Task Force in creating an awareness video addressing the issue of elder financial abuse.

Financial institutions are encouraged to use this free tool to engage front line staff and other employees on the issue of elder financial abuse.

Viewing Options

WBA is making the video available in two different ways for your convenience. The full video is available for viewing on WBA's YouTube channel, and we've also made the video file available for direct download so you can incorporate it into your internal training program.

To download the file, click the download button below. If the video opens in a new browser window, click the menu icon (three vertical dots) in the lower right corner of the screen.

Show the video to staff via the WBA YouTube channel

view the youtube video

Incorporate the video into your internal training program

download the video file (504MG)

Upcoming Legislation

Under a new proposal, bankers can delay a transaction by five days if they believe their customer is a victim of elder financial abuse. Recommendations from the WBA and its members are being used in this proposal by Sen. Pat Testin and Rep. John Macco

The bill was unveiled during a press conference on Aug. 20, 2019. WBA’s Rose Oswald Poels spoke on behalf of the banking industry at the event. Other participants included Heather Bruemmer, Wisconsin Board on Aging and Long Term Care; Helen Marks-Dicks, AARP; Audra Martine, La Crosse County Human Services Department; and Chief Melvin Pederson, Town of Grand Rapids Police Department.

Need more info? Check out this column by Sen. Testin as well as his video interview of Rose.

Becoming a Dementia-Friendly Bank (Webinar)

WBA recently hosted a free webinar for all member banks to provide education on how to become a certified dementia-friendly institution.


  • What is dementia and how you can recognize it in your customers
  • Tips on ways to communicate with customers who have memory loss or other symptoms of dementia.
  • How your bank can become Dementia Friendly.
  • Examples of 3 banks who became Dementia Friendly in Dane County and how they accomplished this.
  • How to protect your customers from fraud or financial abuse.
  • Resources where you can find out more and steps to becoming Dementia Friendly.

Joy Schmidt, Aging & Disability Resource Center
Bonnie Nuttkinson, Alzheimer’s Association
Jeffrey Supple, State Bank of Cross Plains
Maureen Lokrantz, US Bank|
Rhonda Lewis, River Valley Bank
Doreen Goetsch, Adult Protective Services, State of Wisconsin

Originally recorded on July 8, 2019.

Access the free webinar recording.