Elder Fraud Prevention Summit 2025 – Fraud Fighters Unite

Join the Montana Financial Education Coalition for a powerful summit series aimed at combating fraud in the modern world and using a holistic approach to helping victims of fraud. These must-attend events feature national and local experts who tackle topics that include AI-driven scams & how to detect them, victim support without blame, legal, mental health & end-of-life precautions, fraud trends in finance & compliance, victims’ rights, APS process, & more.

Don’t miss this critical opportunity to protect consumers and strengthen your fraud prevention strategies.

Missoula Event – Tuesday, September 23 to Wednesday, September 24

Billings Event  – Thursday, September 25 to Friday, September 25

Presenters

Doug Shadel – Managing Director, Fraud Prevention Strategies LLC
Renee Williams – Director, National Crime Victim Bar Association
Ronald Long – Chair, National Center for Victims of Crime
Christine Kieffer – Senior Director, FINRA Investor Education Foundation
Dr. David Firth – Professor, University of Montana
Melanie Hall – Commissioner at Division of Banking and Financial Institutions, State of Montana
Melanie Williams – Executive Director, Alzheimer’s Association Montana Chapter
Cassie Dellwo – Estate Planning Attorney, Five Valleys Law, PLLC
Mark & Denice Baune – Montana Residents
Sepideh Rowland – Senior Compliance Executive
David Tyree – Senior Advisor, Financial Crime Detection and Anti-Money Laundering, Valid8 Financial
Gretchen Keller – Executive Search Lead, Hamlyn Williams
Caity Zimmerman – Estate Planning Attorney, Billstein, Monson, & Small PLLC
Chelsey Voegele – Adult Protective Services Investigator, Department of Public Health & Human Services
Terri Lutrell – CAMS – Audit, CFCS – Compliance & Engagement Director at Abrigo
Jody McCampbell – Adult Protective Services Investigator, Department of Public Health & Human Services
Mark Mattioli – Senior Legal Counsel, CSI
Chris McConnell – Attorney, Montana Securities & Insurance
Susan Bivens – AARP Montana Fraud Fight Volunteer
Brett Lapham – Corporate Security Manager, First Interstate Bank

This summit would not be possible without our incredible sponsors

Platinum Sponsors

  • AARP
  • Heights Labs

Gold Sponsors

  • First Interstate Bank
  • Western Security Bank

Silver Sponsors

  • Bank of the Rockies
  • Montana Bankers Association
  • Montana’s Credit Unions
  • Montana Office of Securities & Insurance
  • Opportunity Bank

If you or your business would like to become a sponsor of the MFEC Summit, please view our sponsorship form.

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