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MEMBER HIGLIGHT - SER Members Patricia Koetting and David MacNair will serve as panelists at the NYSBA program "Elder Financial Exploitation: What are the Laws, Claims and Defenses?", on May 14, 2026 in New York, NY. Koetting and MacNair will spek during the 4:00 p.m. session, "How to Prove your Elder Financial Exploitation Claim and Potential Defense Pitfalls." This session will be examining brokerage firms’ supervisory and training defenses, the role of key compliance functions, and best practices for reporting and information sharing. The program brings together legal and regulatory experts to address the evolving legal, ethical, and evidentiary challenges of elder financial exploitation. Patricia Koetting is an independent consultant and expert witness with over 40 years' experience in providing statistical analysis of financial accounts. David MacNair is a qualified Testifying Expert Witness in both Federal Court and at FINRA Arbitrations, specializing in Broker-Dealer cases involving AML, Fraud, Cybersecurity, Day Trading and SEC Rule 15a-6. For more information on the event visit the NYSBA website.

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