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MPGC September 2018 Breakfast Meeting and Education Program with FPA
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When: Tuesday, September 18, 2018
7:00 am – 10:00 am
Where: Golden Valley Country Club
7001 Golden Valley Road
Golden Valley, Minnesota  55427
United States

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September MPGC Breakfast & Education Program with FPA

Tuesday, September 18, 2018 | 7:00 -10:00 AM

Register online or download the PDF form


7:00 a.m.  – 7:30 a.m.             Registration & Networking
7:30 a.m.  – 9:00 a.m.             Breakfast Meeting
9:00 a.m. – 10:00 a.m.            Education Program
10:00 a.m.                               Adjourn


Golden Valley Country Club
7001 Golden Valley Road, Golden Valley, Minnesota 55427


Member: $60
Non-Member: $85

Breakfast Meeting

Family Secrets and Stranger Scams: Preventing and Responding to Financial Exploitation

Financial service providers have particular insight when it comes to financial exploitation; especially as it manifests for their clients. Financial professionals are at the front lines of the fight against fraud and theft. This presentation will discuss warning signs of financial exploitation and what a financial planner can do if she or he suspects a client is being victimized. We'll take a look at some definitions and statistics related to financial exploitation, explore some case studies that illustrate the challenges we face in responding to these crimes, and talk about resources available to all of us in the fight against fraud, theft and other forms of financial exploitation.

Learning Objectives

By the end of the session, attendees will:

  • Develop familiarity with prevalence data and applicable law and best practice for prevention and response;
  • Recognize risk factors and warning signs of financial exploitation in their clients;
  • Understand systemic response systems including advocacy, civil legal, adult protection and law enforcement; and resources available to them and their clients.


Marit Peterson

Marit Peterson, J.D. Program Director, Minnesota Elder Justice

Marit Peterson, J.D. is the Program Director for the Minnesota Elder Justice Center. Prior to joining the Elder Justice Center, Marit practiced estate planning and elder law with a Minneapolis metro-area law firm. Marit currently serves as the vice-chair of the governing council of the Minnesota State Bar Association's Elder Law section, and is a member of the Probate and Trust Law section. Marit is also an adjunct faculty member at Augsburg University in the Philosophy Department, where she teaches ethics and bioethics in the adult undergraduate program. She has served on the Minnesota Olmstead Specialty Committee for the Prevention of Abuse and Neglect; and serves on the steering committee for Minnesota’s Working Interdisciplinary Network of Guardianship Stakeholders. 

Education Program

Stewarding Donors with Dementia

Do you believe you know the warning signs of dementia? Do you know how to effectively communicate with a faithful donor (clients) in a meaningful and ethical way? Too many of our aging donors are experiencing diminished mental capacities – especially the disease of dementia. This session will provide a background of why research among Professional Fundraisers (PF) is resulting in a need for training. The resulting training will empower professionals to work with these donors by recognizing the signs of dementia and implementing communication strategies to steward faithful donors in meaningful and ethical ways.

Learning Objectives

By the end of the session, attendees will be able to:

  • Gain an understanding of dementia, its growth in the aging population of donors, and some of the typical warning signs that donors with dementia may exhibit.
  • Anticipate and analyze the ethical dilemmas professional fundraisers and their institutions face with this vulnerable population.
  • Learn 10 key communication strategies to use when stewarding donors with dementia.


Jolene Hyppa Martin

Jolene Hyppa Martin, PhD, CCC-SLP, University of Minnesota Duluth

Jolene Hyppa Martin, PhD, CCC-SLP is a speech and language pathologist and faculty member at the University of Minnesota Duluth Department of Communication Sciences and Disorders. Dr Hyppa Martin earned her PhD in Speech-Language-Hearing Science from the University of Minnesota. Her areas of research interest include enhancing social participation for individuals with severe communication disorders, including individuals with dementia and those who communicate using augmentative and alternative communication.

Robert Hofmann
Robert Hofmann, MA, CFRE, Sr. Development Officer, University of Minnesota Duluth

Since 2007 Robert Hofmann, MA, CFRE has worked for the University of Minnesota Duluth (UMD) as Senior Development Officer raising more than $16M for student scholarships and programs. Before returning to his native Minnesota, Robert was appointed by RI Governor Carcieri to the Rhode Island Economic Monitoring Collaborative, and he served as a member of the RI Workforce Development/Education Council of the Greater Providence RI Chamber of Commerce.

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