Meeting Archive:
Taking Action: An Advocate's Guide to Assisting Victims of Financial Fraud

Meeting Description:



More than 30 million Americans fall victim to financial fraud every year, losing an estimated $50 billion of measurable, direct costs. The increasing incidence of financial fraud has underscored the importance of consistent and accurate advice to victims.

Join us for a webinar to unveil a unique, new resource guide, Taking Action: An Advocate’s Guide to Assisting Victims of Financial Fraud. The FINRA Investor Education Foundation and the National Center for Victims of Crime collaborated to create this important guide that gives victim advocates a roadmap for how to respond in the wake of a financial crime.

The webinar will discuss strategies for addressing the major types of financial crime—including investment fraud, identity theft, mortgage and lending fraud, and mass-marketing scams. Tools and resources you can use to assist victims of financial fraud in regaining their financial footing and addressing the emotional trauma they have suffered will be highlighted.

Taking Action: An Advocate’s Guide to Assisting Victims of Financial Fraud is available for download or ordering from within the Program and Outreach Toolkit section of the FINRA Foundation’s Fraud Center.

Date: Thu, Nov 21, 2013
Time: 03:00 PM EST
Duration: 1 hour
 Presenter Information
Christine Kieffer
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Senior Director, FINRA Investor Education Foundation
Christine oversees targeted projects aimed to equip underserved Americans with the knowledge, skills and tools necessary for financial success throughout life. Her portfolio includes the FINRA Foundation’s Investor Protection Campaign to reduce the incidence of investment fraud among investors, where she served as co-executive producer of the Foundation’s award-winning documentary, Trick$ of the Trade: Outsmarting Investment Fraud. It also includes the Military Financial Readiness Project which provides information and tools to help service members and their families manage their money with confidence. Her sixteen years of financial education experience includes prior employment with Sallie Mae and The NASDAQ Stock Market. Christine holds a Bachelor of Science from Vanderbilt University with double majors in Economics and Mathematics. 

Joshua Bailes
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Program Manager and Referral Specialist, National Center for Victims of Crime and the National Crime Victim Bar Association                      Josh directed the development of Taking Action: An Advocate’s Guide to Assisting Victims of Financial Fraud, which provides resources and step-by-step instructions for advocates working with victims of financial fraud.  Josh has been active in working with victims of a wide variety of crime and has presented publically on issues related to financial fraud and victim recovery.  Josh is a May 2013 graduate of the University of the District of Columbia David A. Clarke School of Law.