Beyond Brooke — advancing the cause of elder justice
Beyond Brooke — advancing elder justice

Past engagements (select)

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. Con ference 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

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.)

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.

Keynote, New York City Elder Abuse Conference ( YouTube , starts at 24:51). June 15, 2016. Includes introduction by Martha Pollack, JASA , of Ira Salzman, Esq, Goldfarb Abrandt Salzman & Kutzin LLP , introducing keynote. Hosted at and recorded by The New School
Mickey Rooney signing petition to "Stamp Out Elder Abuse" at 2011 Conference of the Elder Financial Protection Network, San Francisco. March 31, 2011. 
Photograph: Mona T. Brooks .  
With Senator Collins (right), Chairman, U.S. Senate Special Committee on Aging, after testifing  along with Judith Shaw (center), Securities Administrator, Office of Securities, Maine. February 4, 2015.
Photograph: U.S. Senate
Investor Education Session. NASAA 2016 Annual Conference, ​​North American Securities Administrators Association, Providence, RI. September 13, 2016. 
Elder Abuse and Exploitation Conference. School of Public Policy & Administration, University of Delaware, Newark, DE. May 12, 2016. Plenary speaker. Credit: University of Delaware.