Past presentations
Dark Secrets: The Terrible Truth About Elder Abuse in the Family—and State co-sponsored by AARP Maine and Legal Services for Maine Elders and Elder Financial Abuse broadcast by Maine Calling/Maine Public broadcast. AARP Maine and Legal Services for Maine Elders. Conference, June 20, 2024. Keynote (PDF file, c. 26 mb). Maine Calling broadcast (Spotify). Keynote (Zoom recording). Published as Strengthening Elder Justice: A Strategy for Evaluation; July 8, 2024.
How Concerned Persons help us stand up for (elder) justice. Rhode Island Office of the Attorney General 2022 Elder Justice Summit, with presenting sponsorAARP Rhode Island. Warwick, RI, May 20, 2022. Keynote speaker (PDF file, Medium article).
Right by Your Side: The role of Concerned Persons in mitigating elder abuse. The 2021 New York State Adult Abuse Training Institute. NYC Elder Abuse Center at Weill Cornell Elder Abuse Helpline for Concerned Persons. Panelist, and on the Advisory Board fo the NYCEAC Helpline. Wednesday, October 6, 2021 . As Medium article. As a PDF file (17 mb).
Upstandership , Western Institute for Lifelong Learning (WILL), Silver City, NM. June 23, 2021. YouTube
The Brooke Astor Story. Western Institute for Lifelong Learning (WILL) , Silver City, NM. June 6, 2021. YouTube
How to FAST Track (Elder) Justice — through trust, relationships, responsibility. FAST [Financial Abuse Specialist Team] of Vermont. Virtual Conference; October 8, 2020. Keynote (YouTube)
Faith-based empowerment of society and self in the service of (elder) justice. Church Pension Group of the Episcopal Church. Webinar (video recording). September 16, 2020.
Invisible victims: Concerned persons of elder abuse victims. Workshop by the Elder Abuse Helpline for Concerned Persons, NYC Elder Abuse Center at Weill Cornell. Innovation in Victim Services: Transforming the Field Through Creative Solutions. New York State Office of Victim Services (NYS OVS) 2019 Conference. November 19, 2019. Panelist. (Medium article, illustrated. PDF of slides with hyperlinks to resources. Audio (before presentation), on Soundcloud.
Giving Victims a Voice, 11th Annual Hudson Valley World Elder Abuse Awareness Day, June 14, 2019. Presented by Evercare. Special thanks to Dutchess County Office for the Aging and Dutchess County Adult Protective Services. Panel Discussion, Abuse Victims & Family Speak Out!, moderated by Elizabeth Cronin, Esq., Director, NYS Office of Victim Services; panelist. At the conclusion: Elder Justice 2020: Share Your Vision — Guided Discussion.
Shedding Light on Family, Friends, and Neighbors Assisting Abused Elders. Aging Concerns Unite US (ACUU) Conference, The Association on Aging in New York. Panel convened by the NYC Elder Abuse Center, Elder Abuse Helpline for Concerned Persons. Panelist. Presentation as a PDF file (19.5 mb)
Family, Friends, and Neighbors in the Lives of Elder Abuse Victims: A Population of Concern and Promise. NYC 14th Annual Elder Abuse Conference. New York, New York. June 5, 2019. Panel convened by the NYC Elder Abuse Center, Elder Abuse Helpline for Concerned Persons. Panelist. Companion article, Family, friends, and neighbors are at the heart (and the heart) of elder justice.
Let’s Talk: Financial Wellness & Vulnerability, panel discussion, moderated by Sally Abrahms. Benchmark Senior Living, co-sponsored by Bank of America. April 2, 2019. — Let's Talk Resources, video. Companion article, When It Comes to Elder Abuse, Let’s Talk—Our silence protects perpetrators, not their victims.
2018 Centralina Aging Conference (brochure), Centralina Area Agency on Aging. Friendship Missionary Baptist Church, Charlotte, NC. Keynote: The Brooke Astor Story: Hard-learned lessons that address elder abuse and financial exploitation (PDF file, 60 mb). Training session: How to Spot and Stop Elder Financial Exploitation (PDF file,36 mb). October 25, 2018.
Practicing Upstandership, CORE 102: Challenges of Democracy (Autumn Quezada-Grant, Professor), Roger Williams University. October 11, 2018. (PDF file, 33 MB; Mac Keynote, 37bMB; PowerPoint, 33 mb)
Brooke Astor: Famous Socialite Robbed. AARP Podcast The Perfect Scam. Interview with Will Johnson, Host, and Philip Marshall. August 31, 2018
How the Brooke Astor Story Can Help Our Communities Achieve Elder Justice. The Neighnborhood House, Northeast Harbor, ME. August 29, 2018 at 5:30 pm. Talk on Dropbox as PDF files — resolution: good (15 mb), best (44 mb)
Elder Abuse: The Crime of the 21st Century. Southwest Virginia, Legal Aid Society, Wise, VA. August 3, 2018. Keynote speaker. Keynote on Google Drive as PDF files — resolution: good (26 mb), best (80 mb)
Achieving Upstandership™: How it can help each and all of us realize (elder) justice. Justice Clearinghouse. Webinar. July 24, 2018; 1:00 pm ET. Presentation: Mac Keynote, PowerPoint 43 mb, PDF File 52 mb. Bibliography (of resources cited, with ability to add your comments.)
Know More: Age loudly against elder abuse. Presented on World Elder Abuse Awareness Day by EverCare with support and collaboration with Mount Saint Mary College Center on Aging and Policy, Saint Luke's Cornwall Hospital, Orange County Office for the Aging. Mount Saint Mary College. June 15, 2018. Keynote speaker (video). Keynote slides (all files are about 11 mb) as a PDF file, in PowerPoint, in Mac Keynote.
Interview with Karen DeMasters. Advisors Critical In Fighting Elder Abuse, Advancing Elder Justice. Financial Advisor Magazine at 4th Annual Invest in Women conference, Houston, TX. May 7, 2018
Fighting The Elder Abuse Crisis Through Financial Wellness (Word document). 4th Annual Invest in Women conference, Houston, TX. Financial Advisor Magazine. April 30 - May 2, 2018. Keynote speaker.
Decision-making, fraud, and undue influence—illustrated through the lens of the Brooke Astor story (as article on Medium, as video of proceedings), Aging Brains: Decision-Making, Fraud, and Undue Influence. Massachusetts General Hospital Center for Law, Brain, and Behavior. April 27, 2018. Panelist. Conference proceeding, videos.
Elder Financial Protection Seminar for Legal and Compliance Professionals. Panel 3 – Health, Wealth and Advocacy. Elder Investor Protection Seminar. Goodwin Procter, Boston, MA. February 7, 2018. Panelist.
Financial Wellness for Longer Lives: New Approaches to Working and Saving. Symposium co-sponsored by The New York Academy of Medicine (secretariat for Age-Friendly NYC), AARP, and The Global Coalition on Aging. Hosted by Bank of America Merrill Lynch. New York City. January 18, 2018. Member, symposium committee. Press: State measures to prevent elder financial abuse gaining steam by Greg Iacurci, Investment News, January 18, 2018; Advisors Should Address Wealth and Health by Karen DeMasters, Financial Advisor Magazine, February 1, 2018. Confrerence proceedings and resources (published June 15, 2018). Proceedings publication announced: Financial Wellness for Longer Lives: New Approaches to Working and Saving. Medicine News Inline. June 15, 2018
The Brooke Astor Story: Hard-learned lessons that address elder abuse and financial exploitation. Justice Clearinghouse. Webinar. January 18, 2018.
Jason Karlawish interview with Philip Marshall. "Philip Marshall, Preserving a Legacy." Aging, Cognition and Financial Health: Building a Robust System for Older Americans. Consumer Finance Institute of the Federal Reserve Bank of Philadelphia and the Penn Memory Center and Healthy Brain Research Center at the University of Pennsylvania. Federal Reserve Bank of Philadelphia, Philadelphia, PA . November 28-29, 2017. Video presentation.
Montana Insurance Summit 2017. The Office of the Montana State Auditor, Commissioner of Securities & Insurance. Helena, MT. September 27, 2017. Keynote speaker. (Keynote as PDF file, 166 k.)
Taking Action: Assisting Victims of Financial Fraud. Training Workshop. Presented by the National Center for Victims of Crime and the FINRA Investor Education Foundation. July 21, 2017. Boston, MA. Guest speaker.
The Brooke Astor Story: Hard-Learned Lessons that Inform Elder Justice, from Trauma to Transformation. Lifespan of Greater Rochester, New York. Webinar. June 7, 2017. Webinar presentation (without audio, narrative in presenter notes along with links to resources) as Microsoft PowerPoint (39 mb), Mac Keynote (46 mb).
The Brooke Astor Story: Hard-learned lessons that inform elder justice. First Annual World Elder Abuse Awareness Day Conference. Berks County Area Agency on Aging, Reading, PA. June 5, 2017. Keynote speaker. Press: Poston, Bruce. Berks County Area Agency on Aging focusing on elder-abuse awareness. Berks & Beyond, June 6, 2017.
Virginia Coalition for the Prevention of Elder Abuse Conference. Virginia Coalition to Prevent Elder Abuse (VCPEA). Virginia Beach, VA. June 1, 2017. Keynote speaker. Presentation as Mac Keynote(68 mb) and Microsoft PowerPoint (60 mb, formatting changed)
A Story of Financial Elder Abuse. Annual meeting, Bristol County Estate Planning Council, Swansea, MA. May 18, 2017. Keynote.
The Brooke Astor Story: Hard-learned lessons that inform elder justice. 11th Annual Statewide Conference on Victim Notification (National Crime Victims’ Rights Week), New York State Sheriffs' Institute, Albany, NY. April 5, 2017. Keynote speaker.
Elder Justice: Recognizing and Advocating Against Abuse and Neglect (Sponsored by AARP). The National Voices of Medicare Summit and Senator Jay Rockefeller Lecture. Center for Medicare Advocacy. Hosted by the Kaiser Family Foundation, Washington, DC. March 30, 2017. (Video presentation: introduction, conclusion)
Testimony (oral and written) before the New York State Senate Standing Committee on Aging and New York State Assembly Standing Committee on Aging. Public hearing on Education, Awareness and Prevention of Elder Abuse, February 28, 2017.
Buddhism and Elder Justice – informed by The Three Awakening Sights (ageism), interdependence (here, elder ecology), and helping others (here, bystander intervention). Awake! Providence, Shambhala Meditation Center of Providence, RI. Wednesday, February 8, 2017
Adult Abuse Training Institute 2016: Community Collaboration: How Partnerships Can Expand Your Toolkit (program), New York State Office of Children and Family Services and Brookdale Center for Healthy Aging, Hunter College / The City of New York. November 1-3, 2016. Keynote speaker, November 2.
47th Annual Meeting, American Academy of Psychiatry and the Law; Course - Forensic Evaluations in the Edlerly (Read, Soliman, and Marshall), Workshop - Protecting Elders: Lessons from the Brooke Astor Case (Soliman, Read, and Marshall). Portland, OR. October 24-26, 2016. Workshop presentation (PDF file, 62 MB)
The Brooke Astor Case, The Victim Experience (PSYC 382-002), Dr. Justin Ramsdell, Department of Psychology, George Mason University. Fall 2016. Guest lecturer.
W by Worth evening to benefit Search and Care. September 22, 2016. Guest speaker.
NASAA 2016 Annual Conference, North American Securities Administrators Association, Providence, RI. September 13, 2016. Speaker, Investor Education Session. Published on Medium; Huffington Post,
11th Annual New York City Elder Abuse Conference, New York, NY. June 15, 2016. Keynote speaker (talk, as PDF file and published on Medium; YouTube, starts at 24:51)
Changing the Paradigm for Aging: Gauging Aging, a report by FrameWorks Institute, presented by John Beilenson, President, Strategic Communications and Planning. Hosted by The New York Academy of Medicine. June 8, 2016. Participant.
Policy Institute, Change AGEnts Initiative Policy Institute, John A. Hartford Foundation, Washington, DC. June 5-7, 2016.
Elder Abuse and Exploitation Conference. School of Public Policy & Administration,University of Delaware. May 12, 2016. Plenary speaker (talk as a PDF file). Zelluk, Nora Riehl. Joining forces around elder abuse UD hosts Elder Abuse and Exploitation Conference. UDaily, University of Delaware. May 20, 2016.
Celebrating Seniors Reception,JASA, New York, NY. May 10, 2016. Special remarks.
Ageing and Cognition: Maintaining Economic Security in Later Life (scroll down for Philadelphia). Co-hosted by the University of Pennsylvania Healthy Brain Research Center and the World Economic Forum Global Agenda Council on Ageing. Philadelphia, PA. May 9-10, 2016. Invitational.
From Generation to Generation: ”Celebrating Our Wonderful Traditions, Center for Advocacy for the Rights and Interests of the Elderly (CARIE), Philadelphia, PA. April 20, 2016. Speaker and recipient of the Spirit of CARIE award.
OVS marks National Crime Victims Rights Week by raising awareness of elder abuse, New York State Department of Victim Services. Albany, NY. April 11, 2016. Speaker (talk, as PDF file). Press release.
A Systems-Based Approach to Elder Justice, with Guardians at the Forefront and Center Stage. Washington WINGS II Delivering on Stakeholder Priorities Conference. Seattle, WA. March 17, 2016. Presentation as Powerpoint (23 mb), in Mac Keynote (27 mb).
Elder Financial Fraud. Webinar by StateTrack, CQ Roll Call. Participants: Judith Shaw, President, NASAA (including ServeOurSeniors) and Securities Administrator, Office of Securities, Maine; Kathleen Quinn, Executive Director, NAPSA; Philip Marshall (prepared introduction, PDF file); with Eric Hammesfahr, moderator. Recorded, February 26, 2016.
Elder Mistreatment Convening. Hosted by The John A. Hartford Foundation, New York, NY. February 12, 2016.
2015 ChangeAGEnts Conference, Hartford Change AGEnts Initiative, John A. Hartford Foundation. Philadelphia, PA. December 1-3, 2015. Participant. (Elder Justice: A John A. Hartford Foundation
Change AGEnts Issue Brief, The John A. Hartford Foundation, February 24, 2016)
Meeting in the Middle: The Vital Partnerships of Financial Institutions and Aging Experts to Prevent Fraud and Empower Financial Caregivers, AARP Roundtable, AARP. Hosted by The Pew Charitable Trusts. Washington, DC. November 12
The Brooke Astor Story: Hard-learned Lessons that Inform Elder Justice. National Guardianship Association, 2015 National Conference, Mesa, AZ. October 25, 2015. Keynote speaker, presentation(Powerpoint, 26 mb; additional reading in 'notes.')
Senior Investors Forum, Securities Industry and Financial Markets Association (SIFMA), October 13, 2015. Invited attendee.
8th Annual Crimes Against the Elderly Conference, Adult Protective Services, Texas Department of Family and Protective Services, El Paso, TX. October 6, 2015. Keynote speaker.
The Intersection of APS and Guardianship: Working Together for Positive Outcomes. National Adult Protective Services Association, Annual Conference, Orlando, FL. October 1, 2015. Co-presenter.
2015 White House Elder Justice Forum (White House Conference on Aging), Washington, DC. June 16, 2015. Participant.
How a Systems-Based Approach to Elder Justice and Big-Data Analytics will Help Arrest of and Response to Elder Financial Exploitation(PDF file). First Global Summit, World Elder Abuse Awareness Day, 10th Anniversary. Convening institutions: National Adult Protective Services Association (NAPSA), National Center for Victims of Crime (NCVC), International Network for the Prevention of Elder Abuse (INPEA). Hosted by the U.S. Securities Exchange Commission, Washington, DC. June 15, 2015. Speaker.
Second Annual Elder Abuse Awareness Conference (PDF file). Public Guardianship Program, Howard County Office on Aging. Columbia, Maryland. June 12, 2015. Keynote speaker; panelist on Guardianship, Powers of Attorney and Mental Capacity.
White House Conference on Aging, Boston Regional Forum (video of morning session), John F. Kenney Library, May 28, 2015. Participant.
When Elder Abuse Hits Home, it Hurts: The Brooke Astor Case. Solutions: Pennsylvania Ombudsman and Protective Services Annual Conference, Division of Protective Services, Bureau of Advocacy, Pennsylvania Department of Aging. April 14-15, 2015. Plenary speaker.
Elder Financial Abuse in the Family: The Brooke Astor Case. North Dakota Adult Guardianship / Elder Justice Symposium, North Dakota Supreme Court, Bismarck, ND. March 11-12, 2015. Plenary speaker.
Broken Trust: Combating Financial Exploitation of Vulnerable Seniors, U.S. Senate Special Committee on Aging, testimony (video: cue to 26:15 minutes , ends at 34:06). February 4, 2015
The Case of the Legendary Philanthropist Brooke Astor: Capacity v. Greed. Conference of Chief Justices(CCJ) and Conference of State Court Administrators (COSCA), Annual Meeting, White Sulphur Springs, WV. The Silver Tsunami: The Effects of an Aging Population on State Courts. Education session; July 20, 2014. Panelist.
National Center for Victims of Crime (NCVC)
Elder Financial Abuse in the Family: The Brooke Astor case, NCVC, The National Crime Victim Bar Association, NCVC, Miami, FL. September 18, 2014. Plenary presenter, panelist.
Texas Elder Financial Exploitation Summit, sponsored by the Houston Financial Abuse Specialist Team. Better Business Bureau Education Foundation, Better Business Bureau of Greater Houston and South Texas, Houston, TX. August 3, 2012.
National College of Probate Judges (NCPJ)
Isabella Horton Grant Guardianship Award ("The Isabella"), recipient (shared with Annette de la Renta). Spring Conference, Tucson, AZ. May 4, 2012.
National Adult Protective Services Association (NAPSA)
The Brooke Astor Story: Hard-learned Lessons that Inform Elder Justice, 2011 Second National Elder Financial Exploitation Summit, annual conference, NAPSA, Buffalo, NY, September 23, 2011. Keynote speaker.
Call to Action 2011, Elder Financial Protection Network (EFPN), San Francisco, CA, March 31, 2011. Honorary chair, board of advisors, speaker with Mickey Rooney.
Justice for All: Ending Elder Abuse, Neglect and Financial Exploitation, Special Committee on Aging, U.S. Senate. Hearing, March 2, 2011. Written testimony submitted for the record. March 16, 2011.
Family Perspective on Elder Abuse, 2010 New York State Elder Abuse Summit (Lifespan), Albany, NY. November 16, 2010. Presenter.
The Astor Case, 2010 Fall Conference, National College of Probate Judges, Charleston, SC. November 8, 2010. Presenter and panelist.
Call to Action 2010, Elder Financial Protection Network (EFPN), San Francisco, CA. March 25, 2010. Keynote speaker.