How to Properly Vet Professionals

Start time
10:00 AM Pacific
End time
11:00 AM Pacific

Presented by ASA’s Business Forum on Aging (BFA)

ASA Members: Register now for FREE

Not a Member? Join ASA or Register for this event for $99

Includes complimentary CEUs

This web seminar is based on the 2016 Aging in America Conference workshop, "How to Properly Vet Professionals."

As the number of Americans aging grows, so do the incidents of elder abuse, financial exploitation and neglect. Professionals working with older adults have an obligation to minimize these incidents by referring clients to agencies and businesses that are reliable, reputable and safe. Referring professionals to clients without proper vetting can be a huge liability. All professionals working in the aging industry have an obligation to protect the older adults they serve. No matter whether they work in the aging network, healthcare industry, with a nonprofit or in a small business, it is critical to have processes in place to vet referrals and minimize abuse and exploitation. Learn how to develop a “perfect network” from the experience of two industry professionals, a published article, role-playing and an industry checklist. Learn to evaluate providers using social networks, business and personal background checks, phone conversations, interviews, relationship-building, research, etc.

Participants in this web seminar will be able to:

  • Understand the importance of vetting professionals in the aging industry, and how to apply vetting methods and processes to protect their clients;
  • List tools to develop their “perfect network”; and,
  • Through role-playing analyze and clarify successful vetting practices.


Judy Rough, CSA, is the senior director of Strategic Alliances for the Society of Certified Senior Advisors (SCSA).
Erika T. Walker, CEO, SAGE WAVE Consulting, conducts strategic and business planning across the country with businesses and communities helping them to prepare for the growing aging population.