Agenda

A Problem in This Day and Age

05.07.13

9:00 Welcoming Remarks

Chairwoman Edith Ramirez

Federal Trade Commission

9:15 Panel 1: Tax & Government Benefits Identity Theft

This panel will explore tax and benefits identity theft among older Americans. 

Senior citizens are particularly vulnerable to this crime because their personal 

information may be easily accessible by numerous individuals. Panelists will 

examine the scope of the problem; what caregivers and support professionals 

can do to prevent it; and steps to remedy it. Finally, the panelists will discuss the 

unique identity theft challenges to seniors as the government moves to deliver 

benefits through prepaid, reloadable debit cards.

Mode

Steven Toporoff

Federal Trade Commission

Pan

Amber Smith

Internal Revenue Service

Office of Privacy and Information 

 Protection

Christopher Le

Internal Revenue Service

Taxpayer Advocate Service

David Lindn

Social Security Administration

Office of Privacy and Disclosure

Susan Morgenstern

Legal Aid Society of Cleveland

Robert Kerr

National Association of Enrolled 

 Agents (NAEA) 

John Morton

Green Dot Corporation
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May 7, 2013

10:45 Break

11:00 Panel 2: Medical Identity Theft

Panelists from the government, the private sector, and advocacy groups will 

discuss seniors’ vulnerability to identity theft in the health care arena. The 

panelists also will consider the impact of new laws related to the issue, as well 

as best practices for seniors and their advocates to detect, prevent, and remedy 

medical identity theft.

Mode

Megan Cox

Federal Trade Commission

Pan

Pam Dixo

World Privacy Forum 

Andy McKee

U.S. Department of Health and 

 Human Services

Office of Inspector General

Rick Kam

ID Experts

Robin M. Slade

Medical Identity Fraud Alliance 

12:15 Lunch – on your o
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1:30 Panel 3: Identity Theft in Long-term Car

This panel will explore senior identity theft in the long-term care context, 

including nursing homes, assisted living, and in-home care. Senior citizens in 

long-term care are at risk of identity theft because their personal information 

is readily accessible by numerous individuals. Panelists will examine the scope 

of the problem; what caregivers and support professionals can do to prevent 

identity theft in long-term care; the challenges of assisting seniors with 

diminished capacity; steps to remedy identity theft; and possible solutions. 

Mode

Lisa Weintraub Schifferl

Federal Trade Commission

Pan

Lori Stiege

American Bar Association 

 Commission on Law and Aging 

Becky Kurtz

U.S. Department of Health and 

 Human Services

Long-term Care Ombudsman 

 Programs 

Naomi Kar

Consumer Financial Protection 

 Bureau

Office for Older Americans

Neal Walter

AARP

Sarah Wells

Consumer Voice

2:45 Break
3:00 Panel 4: Reaching Older Consumer

This panel will discuss how to reach consumers ages 65 and older with 

educational messages. As a massive and growing demographic, older consumers 

are frequent targets of marketers and educators alike. But how can we find 

this audience, get our messages in front of them, and convince them to listen 

– and even act? Are approaches different for different segments of the older 

population? What about when older consumers aren’t actively seeking the 

information – and might not really want it? Panelists will share experiences and 

ideas about best practices to reach older consumers with educational messages. 

Audience participation is encouraged.

Moder

Jennifer Leac

Federal Trade Commission

Pane

Elinor Ginzler 

Jewish Council for the Aging of 

 Greater Washington

Center for Supportive Services

Teresa A. Keenan, Ph.D

AARP

Aaron Tax 

Services and Advocacy for GLBT 

 Elders (SAGE) and The Diverse 

 Elders Coalition

Andrew Tuck, Ph.D

Applied Research & Consulting

Erin Van der Bellen

WUSA-9

4:15 Concluding Remarks

Charles A. Harwood

Acting Director

Bureau of Consumer Protection

Federal Trade Commission

4:30 Adjourn

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