Marguerite DeLiema May Marguerite DeLiema ; Lasuen St. Stanford, CA

Transcription

1 CONTACT Marguerite DeLiema Marguerite (Marti) DeLiema, Ph.D. Stanford University Stanford Center on Longevity ; Lasuen St. Stanford, CA EDUCATION Stanford University Stanford Center on Longevity 2015 present Post-doctoral fellow University of Southern California Davis School of Gerontology Ph.D. Gerontology University of California, Los Angeles B.S. Psychological Biology RESEARCH EXPERIENCE Post-doctoral fellow at Stanford Center on Longevity 2015-present Faculty Advisor: Laura Carstensen, Ph.D. (Psychology) Design and test a survey to measure the prevalence and cost of financial fraud Construct and validate a categorization scheme (taxonomy) for financial fraud Conduct research on the role of financial institutions in protecting consumers from fraud Identify predictors of fraud victimization Graduate student researcher at USC Davis School of Gerontology Faculty Advisors: Kathleen Wilber, Ph.D. (Primary) & Eileen Crimmins Conducted research on elder abuse in low-income Latino communities Led qualitative research projects related to defining elder abuse and persuasion tactics Evaluated outcomes and cost-effectiveness of the Los Angeles County Elder Abuse Forensic Center (National Institute of Justice Developed technology to assist professionals in identifying victims of elder abuse and neglect Clinical Research Coordinator, UCLA Division of Geriatric Psychiatry Principal Investigator: Helen Lavretsky, M.D. (Psychiatry) Coordinated clinical trials participant recruitment, randomization, data collection Assisted with NIH grant proposals and IRB submissions Administered neuropsychological tests to older adult research participants Assisted in PET scans and biomarker collection 1

2 EXTERNAL PEER-REVIEWED FUNDING National Institute on Aging R25-AG (PIs: Carstensen & Samanez-Larkin) Forming Science-Industry Partnerships to Link Everyday Behaviors to Well-Being 9/15/2016-4/30/2021 Role: Post-doctoral research associate (50% time) - Assisted by writing grant proposal, planned and coordinated conferences, curriculum development National Institute of Justice 2011-IJ-CX-0015 (PI: Nichols) Evaluating the Cost Effectiveness of the Elder Abuse Forensic Center Model 1/1/12-12/31/13 Role: Graduate research assistant from 2014 to 2015 (25% time) - Extracted data from APS case files, interviewed elder abuse caseworkers and law enforcement, created a toolkit of best practices for replication of the Forensic Center Model National Institute of Justice 2009-IJ-CX-0017 (PI: Wilber) Evaluating an Elder Abuse Forensic Center Model 12/01/09-10/31/13 Role: Graduate research assistant from 2012 to 2013 (25% time) - Collected data on the case review process, researched victim conservatorship outcomes in publically available court filings in LA county; assisted in writing the final report Haynes Lindley Doctoral Dissertation Fellowship (PI: DeLiema) Protecting Older Adults From Financial Fraud Role: Principal applicant wrote and submitted competitive proposal; completed dissertation $20K support for PhD candidate awarded on 5/9/2013 INTERNAL PEER-REVIEWED FUNDING National Institute on Aging Multidisciplinary Research Training Grant in Gerontology T32-AG (PI: Crimmins nominates department candidates) Fellowship provided through the Ruth L. Kirschstein National Research Service Award funded by the National Institute on Aging (NIA). Full tuition, stipend, and travel support from USC Provost s Doctoral Fellowship Merit-based fellowship awarded by USC Office of the Provost Full tuition and stipend from PEER-REVIEWED PUBLICATIONS Beach, S. R., Liu, P-J., DeLiema, M., Iris, M., Howe, M., & Conrad, K. J. (In press). Development of short form measures to assess four types of elder mistreatment: Findings from an evidence-based study of APS elder abuse substantiation decisions. Journal of Elder Abuse and Neglect. DeLiema, M., Yonashiro-Cho, J., Gassoumis, Z. D., Yon, Y., & Conrad, K. (2017). Using latent class analysis to identify profiles of elder abuse perpetrators. The Journals of Gerontology, Series B: Psychological Sciences and Social Sciences. doi: /geronb/gbx023 PMID: 2

3 DeLiema, M. (2017). Elder fraud versus financial exploitation: Application of routine activities theory. The Gerontologist. doi: /geront/gnw258 PMID: DeLiema, M., Navarro, A. E., Moss, M. & Wilber, K. H. (2016). Prosecutors perspectives on elder justice using an elder abuse forensic center. American Journal of Criminal Justice, 41(4), DeLiema, M., Homeier, D., Anglin, D., Li, D., & Wilber, K. H. (2016). The forensic lens: Bringing elder neglect into focus in the emergency department. Annals of Emergency Medicine, 68(3), PMID: DeLiema, M., Yon, Y., & Wilber, K. H. (2016). Tricks of the trade: Motivating sales agents to con older adults. The Gerontologist, 56(2), PMID: Navarro, A. E., Wysong, J., DeLiema, M., Schwartz, E., Nichol, M. B. & Wilber, K. H. (2016). Inside the black box: The interprofessional case review process of a forensic center. The Gerontologist, 56(4), PMID: Newquist, D., DeLiema, M., & Wilber, K. H. (2015). Beware of data gaps in home care research: The streetlight effect and its implications for policy making on long-term services and supports. Medical Care Research and Review, 72(5), PMID: DeLiema, M., Navarro, A., Enguidanos, S., & Wilber, K. H. (2015). Voices from the frontlines: Examining elder abuse from multiple professional perspectives. Health and Social Work, 40(2), e15-e24. doi: /hsw/hlv012 Enguidanos, S., DeLiema, M., Aguilar, I., Lambrinos, J., & Wilber, K. H. (2014). Multicultural voices: Attitudes of older adults in the United States about elder abuse. Ageing & Society, 34, PMID: DeLiema, M., Gassoumis, Z. D., Homeier, D. & Wilber, K. H. (2012). Determining prevalence and correlates of elder abuse using promotores: Low income immigrant Latinos report high rates of abuse and neglect. Journal of the American Geriatrics Society, 60(7), PMID: Lavretsky, H., Alstein, L. L., Olmstead, R. E., Ercoli, L. M., Riparetti-Brown, M., St. Cyr, N. & Irwin, M. I. (2011). Complementary use of tai chi chih augments escitalopram treatment of geriatric depression: A randomized controlled trial. American Journal of Geriatric Psychiatry, 19(10), PMID: BOOK CHAPTERS DeLiema, M. & Deevy, M. (In press). Aging and exploitation: How should the financial service industry respond? In O. Mitchell (Ed.), Financial Decision Making and Retirement Security in an Aging World. Pension Research Council. 3

4 DeLiema, M. & Conrad, K. (2017). Elder financial exploitation. In X-Q. Dong (Ed.), Elder Abuse research, practice, and policy (pp ). Gewerbestrasse, Switzerland: Springer International Publishing. DeLiema, M., & Bengston, V. L. (2016). The history of disengagement, activity, and successful aging theories. In N. A. Pachana (Ed.), Encyclopedia of geropsychology. New York, NY: Springer. Bengston, V. L., & DeLiema, M. (2016). Theories of aging and social gerontology: Explaining how social factors influence well-being in later life. In M. Harrington-Meyer & E. A. Daniele (Eds.), Praeger handbook of aging (Vol. 1). (pp ). Santa Barbara, CA: ABC- CLIO. TECHNICAL REPORTS DeLiema, M., Mottola, G. & Deevy, M. (2017). Findings from a pilot study to measure financial fraud in the United States. Final report by the Stanford Center on Longevity and FINRA Investor Education Foundation. Available at Beals, M., DeLiema, M., & Deevy, M. (2015). Framework for a taxonomy of fraud. Final report by the Financial Fraud Research Center at Stanford Center on Longevity and FINRA Investor Education Foundation. Available at MANUSCRIPTS UNDER REVIEW AND IN PROGRESS Carstensen, L. L. & DeLiema, M. (Invited publication under review). The positivity effect: A negativity bias in youth fades with age. Current Opinion in Behavioral Science. Kircanski, K., Notthoff, N., DeLiema, M., Samanez-Larkin, G. R., Shadel, D., Mottola, G., Carstensen, L. L. & Gotlib, I. H. (Under review). Emotional arousal may increase susceptibility to fraud in older adults. Psychology & Aging. DeLiema, M. & Shadel, D. (In progress). Understanding victims of investment fraud. SELECTED PEER-REVIEWED CONFERENCE PRESENTATIONS Developing a Framework and Prevalence Survey to Measure Financial Fraud Gerontological Society of America Annual Scientific Meeting, New Orleans, LA The Development of Elder Abuse Short Form Measures Gerontological Society of America Annual Scientific Meeting, New Orleans, LA Fraud vs. Financial Abuse: The Etiology of Two Types of Elder Financial Exploitation Gerontological Society of America Annual Scientific Meeting, Orlando, FL November, 2016 November, 2016 November

5 They re Not all the Same: Using Latent Class Analysis to Categorize Elder Abusers Gerontological Society of America Annual Scientific Meeting, Orlando, FL Identifying Victims of Fraud Gerontological Society of America Annual Scientific Meeting, Washington DC Tricks of the Trade: Motivating Sales Agents to Con Older Adults Gerontological Society of America Annual Scientific Meeting, New Orleans, LA. Perceptions of Mandatory Reporting by Health Care Professionals and Adult Protective Service Workers. Gerontological Society of America Annual Scientific Meeting, San Diego, CA. Inside the Black Box of Multidisciplinary Team Process: Managing Conflict and Agreement. Wysong, J., DeLiema, M., Wilber, K. Gerontological Society of America Annual Scientific Meeting, San Diego, CA. Breaking Barriers: Using Promotores to Examine the Prevalence and Correlates of Elder Abuse and Neglect. International Conference on Aging in the Americas Annual Conference, Los Angeles, CA. INVITED LECTURES "Strategies for protecting the next generation of aging consumers" The Changing Consumer Demographics. The Federal Trade Commission, Washington, DC Financial Fraud in America The State of Financial Fraud in America Conference hosted by FINRA Foundation and Stanford, Washington, DC Elder Financial Exploitation: The Role of the Financial Services Industry Preventing Elder Abuse: Enhancing Age-Friendly Senior Banking, San Mateo CA Prevalence of Financial Fraud: A Pilot Study FINRA Investor Education Foundation Advisory Board Meeting, Washington DC Aging and Exploitation: How Should the Financial Service Industry Respond? Pension Research Council Annual Symposium, Philadelphia, PA Fraud Taxonomy 2.0: Organizational Fraud Association for Certified Fraud Examiners Working Group Meeting, Washington DC How to Con Older Adults: Persuasion Tactics Affective Science Seminar, Stanford, CA Elder Abuse in Long-Term Care Retirement Housing Federation s 54 th Annual Conference, Cerritos, CA November 2015 November 2014 November 2013 November 2012 November 2012 September 2012 December, 2016 November, 2016 August, 2016 June, 2016 May, 2016 April 2016 September 2015 February

6 Elder Abuse in Louisiana Assisted Living Louisiana Assisted Living (LALA) Annual Conference, New Orleans, LA Responding to Elder Abuse in Long-Term Care ECRI Institute s National Aging Services Risk Management (NASRM) Conference, Chicago, IL Mitigating Financial Abuse: Innovative Tools & Techniques Western Region Geriatric Care Managers Conference, Long Beach, CA Elder Abuse in Long-Term Care: Myths, Realities & Solutions Executive Directors Leadership Initiative at the Assisted Living Federation of America s Annual Conference, Phoenix, AZ. Gear-Up A New App to Inform People About Elder Abuse What s Hot in Aging at USC: The Digital Aging Revolution, Los Angeles, CA. Elder Abuse in the Community: Prevalence, Risk Factors, & Solutions Keynote address given at Elder Abuse Prevention Roundtable Conference, Fresno, CA. November 2014 October 2014 September 2014 May 2014 April 2014 May 2012 HONORS AND AWARDS Doctoral Student Award $2,500 merit-based award presented by faculty at the Davis School of Gerontology May, 2015 Phi Kappa Phi Honors Society at University of Southern California May, 2015 Carroll L. Estes Paper Award in Social Research and Public Policy Presented by the Gerontological Society of America USC Davis School Teaching Fellowship $1000 and mentorship from senior faculty USC s 6 th Annual Graduate Research Symposium Award Awarded 2 nd place for TED -style talk on Guide to Elder Abuse Response (GEAR) mobile app development USC Gerotechnology iphone/android App Design Competition Award Awarded 1st place for application design of GEAR mobile app Task Force for Minority Issues in Gerontology Paper Award Presented by the Gerontological Society of America Carroll L. Estes Paper Award in Social Research and Public Policy Presented by the Gerontological Society of America November 2014 October 2014 April 2014 December 2012 November 2011 November 2011 Graduated Cum Laude Honors UCLA, 2008 TEACHING EXPERIENCE 6

7 University of Southern California 1) Bank of America/Merrill Lynch Certificate Program in Life-Span Financial Wellness (Summer 2014) Course designed for financial advisors Role: Course instructor developed course content, script, and visuals; recorded eight lectures in a professional video-recording studio 2) Policy, Values, & Power in an Aging Society (Spring 2013, 2014) Undergraduate gerontology course in public policy and aging Role: Teaching assistant guest lectured (two classes per semester), assisted with syllabus design, wrote and graded student exams/papers, led classroom activities, mentored student groups on assignments, led test prep sessions 3) Social Policy & Aging (Fall 2013) Blended Master s level gerontology course (25 students enrolled online and 25 attended in-class lectures) Role: Teaching assistant guest lectured on elder abuse, managed course discussion board and virtual message board for students participating remotely, assisted with syllabus design, reading assignments, wrote and graded student exams/papers PROFESSIONAL ORGANIZATIONS The Gerontological Society of America, member 2010-present Concurrent Social Research Policy and Practice, member Student Gerontological Association, member PROFESSIONAL DEVELOPMENT AARP Age Friendly Banking Roundtable November 2015, 2016 Los Angeles County Elder Abuse Forensic Center Evaluation Team present AGHE Annual Meeting and Educational Leadership Conference February 2014 Guide for Elder Abuse Response app development April 2013 California Elder Justice Coalition (CEJC) Summit Planning Committee August 2013 Qualitative Data Analysis, U. Michigan Summer Institute for Social Research July 2013 ANALYTIC SKILLS Qualitative analysis: NVivo, Atlas.ti Quantitative analysis: SAS, Stata, MPlus 7