[SeniorTaskForce-News] Senior Task Force: Speaker Notes re: Financial Scams 11/20

Rosanna McLain rmmclain at familyservicecc.org
Mon Dec 9 07:17:54 PST 2019


For your information.

Rosanna

From: Ponder, Heidi [mailto:Heidi.Ponder at busey.com]
Sent: Friday, November 22, 2019 2:38 PM
To: Rosanna McLain <rmmclain at familyservicecc.org>
Subject: RE: Speaker 11/20

Rosanna,

Here is the PowerPoint presentation for the financial scams.  I apologize for not sending it sooner.

Thanks,
Heidi


From: Rosanna McLain [mailto:rmmclain at familyservicecc.org]
Sent: Monday, November 18, 2019 8:01 PM
To: Ponder, Heidi <Heidi.Ponder at busey.com<mailto:Heidi.Ponder at busey.com>>; Patrick Harness <patrick at patrickharness.com<mailto:patrick at patrickharness.com>>
Subject: RE: Speaker 11/20

CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.

Champaign Public Library Robson rooms A and B. The library does not open until 9 so we meet at 9:09. I'm looking forward to meeting you there


________________________________________
From: Ponder, Heidi [Heidi.Ponder at busey.com]
Sent: Monday, November 18, 2019 4:34 PM
To: Patrick Harness; Rosanna McLain
Subject: RE: Speaker 11/20

Patrick or Rosanna,

Can you let me know specifically where the meeting is? Mike told me Wednesday, November 20th at 9:00 am.

We will have handouts of what we normally do as a PowerPoint presentation. We understand that we can’t do the actual PowerPoint; however, we will have the material from the presentation for their reference. We’ll also be bringing a giveaway with us.

Thanks,
Heidi


From: Patrick Harness [mailto:patrick at patrickharness.com]
Sent: Saturday, November 16, 2019 4:49 PM
To: Ponder, Heidi <Heidi.Ponder at busey.com<mailto:Heidi.Ponder at busey.com>>; Rosanna McLain <rmmclain at familyservicecc.org<mailto:rmmclain at familyservicecc.org>>
Subject: Re: Speaker 11/20

CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.

________________________________

Excellent Heidi. We usually donot have Power Point we keep it informal. Business cards, giveaways, handouts are fine. Any questions let me know. I am sharing this with the co-organizer of our group. She can put you on the schedule.

Patrick
On Friday, November 15, 2019, 11:29:48 AM CST, Ponder, Heidi <heidi.ponder at busey.com<mailto:heidi.ponder at busey.com<mailto:heidi.ponder at busey.com%3cmailto:heidi.ponder at busey.com>>> wrote:



Patrick,



I apologize for the delay in getting back to you. I do have a presentation that I’ve done with senior groups before that is an education regarding the various scams that we see. It is in no way a sales pitch and focuses solely on the scams, how they work and how to avoid them.



If you would like for us to come present the material, we would be happy to. We will provide either a printed PowerPoint deck or a recap of the presentation. (Depends on what I can get done with our communications group in this time frame.)



Please let me know.



Thanks,

Heidi


Heidi​



D.



Ponder



CAMS, CAFP


Vice President

|

Director of Fraud/Anti Money Laundering


115 N. Neil St.

Champaign

,

IL



61820



P: 217.365.4051

|

Ext: 54051


C: 217.202.3998

F: 217.365.4094






[cid:image001.png at 01D59E2D.FFBC5FF0]<http://www.busey.com/home/busey150>




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The information contained in this e-mail is privileged and confidential. Unless otherwise indicated or obvious from the message, this is intended only for the individual(s) listed above. Please see our Privacy Notices at http://www.busey.com.


The information contained in this e-mail is privileged and confidential. Unless otherwise indicated or obvious from the message, this is intended only for the individual(s) listed above. Please see our Privacy Notices at http://www.busey.com.
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