Jenefer Duane, Founder & CEO - Elder Financial Protection Network (EFPN)

Jenefer Duane has worked in the field of elder advocacy for over 20 years. She founded Elder Financial Protection Network (EFPN) in the year 2000 with the support of a group of visionary bankers. In 2003, Ms. Duane produced EFPN’s ‘Be Wise’ training program for financial institutions which has received three international awards.

Ms. Duane provides keynote presentations, training programs and web-casts for financial institutions staff and executives, law enforcement representatives, industry groups and trade associations, regulatory agencies, senior service providers and elder advocacy and consumer groups. She is a frequent keynote speaker and presenter throughout the State of California and has presented EFPN’s ‘Be Wise’ model program at conferences in Florida, Michigan, Iowa, Arizona, and Nevada.

Former California Attorney General Bill Lockyer presented Jenefer and EFPN with the 2003 Distinguished Service Award for Elder Abuse Prevention. She also served on the Advisory Council for the Attorney General’s Statewide Public Awareness Campaign on elder abuse. Under her leadership, EFPN was nominated twice for the Beacon Award by the California Credit Union League for outstanding achievement in the area of financial literacy.

In September 2008, Elder Financial Protection Network was identified as a “promising practice” by the National Center on Elder Abuse and the National Committee for the Prevention of Elder Abuse. As a result, EFPN was featured, with Jenefer as the presenter, in an international web cast that was attended by more than 100 elder abuse professionals.

Jenefer was born in San Francisco, California and lives in Southwest Sonoma County near the coast with her husband and a large family of animal friends.

Juli Anne Callis, Director
Executive Vice President and Chief Operating Officer -
KeyPoint Credit Union
President - CUSO, KeyPoint Financial Services

Juli Anne Callis currently serves as the Executive Vice President and Chief Operating Officer of the KeyPoint Credit Union, and as the President of that organization's CUSO, KeyPoint Financial Services. Juli Anne is a 2002 recipient of the prestigious Tribute to Women and Industry Award honoring the top fifty women executives in Silicon Valley. She currently serves on the Executive Committee (prior past chair) of the Open Solutions Inc (OSI) Client Association supporting the development of innovative technology solutions for over 600 financial institutions in the US and Canada. She also serves as Treasurer on the Board of Directors of Ministry Partner’s Investment Corporation (MPIC) in Brea, California. Immediately upon graduation as the Outstanding Woman in the College of Allied Health and Social Professions at East Carolina University, Juli Anne was appointed to the position of Director of Services for the Elderly for Greene and Lenoir Counties in NC In this position she worked with local, state and federal organizations to bring meals on wheels, congregate centers for the elderly and home health care to thousands of elderly. During the course of that service she was selected as an Outstanding Woman of America and was selected to attend a special forum of woman in government service hosted by than Gov. Hunt and the First Lady Lillian Carter. She enjoys being the wife of Rev. Charles Callis, Senior Pastor, Alum Rock Baptist Church in San Jose, California. She currently serves on the Finance Committee of the International Mission Board (IMB) and is one of three representatives from the state of California to serve as a Trustee on the IMB.

Ronald N. Ellis, Director
First Vice President, Site Manager
Risk Operations
Washington Mutual

Mr. Ellis has over 30 years of experience in the financial services field and joined the Board of EFPN in April 2006. He has served on numerous non-profit boards and looks forward to expanding the reach of EFPN through public awareness and network expansion.

Phillip E.  Holmes , Director
WesPay

Phil began a career at Bank of America that spanned more than twenty-five years in paper and electronic banking payments processes.  His responsibilities at the Bank included electronic cash management sales support for California middle markets and Chicago and Houston corporate cash management clients.  That assignment also assumed product development responsibilities for ACH based electronic cash management products and services. Prior, Phil served as Systems Manager for the Bank's 62,000 employee payroll/personnel computer systems professional staff.  Earlier, the bank developed the first MICR computer-based check processing system, at the San Jose ERMA center, where he was the Operations Manager responsible for supporting more than sixty BofA branches’ item processing needs in the early 1960s.

Phil retired, after a second career at WesPay, July 1, 2005, completing more than 18 years with the Association.  During his WesPay tenure, he served as Senior Vice President, Manager, Member Services & Education.  In that capacity, he was responsible for the day-to-day management and oversight of WesPay’s operational areas, including development of its educational product offerings and related curricula, as well as services for delivery to members via the customer service “help desk”, other communications media, and WesPay’s member calling program.  Phil represented WesPay’s member interests at the national level as a participant in the ACH Regional Payments Association’s Leadership Forum Group.