Please Note:
NEW ZOOM LINK
Join Zoom Meeting
https://us02web.zoom.us/j/82565669881
This month’s meeting will look at three Financial Management/Bill Paying programs available to assist individuals 60+ with their financial needs. As these programs have evolved over the past few years, updates will be provided. In addition to learning more about these financial resources and how to select the best “fit” for your referrals, we’ll examine some of the potential challenges encountered when providing this type of service.
David Knapp, Director – Bill Payer Program, NYC Department for the Aging
Nathaniel Eberhart, Chief Operating Officer, SilverBills
Tianna Anderson, Money Matters and Stipendiary Coordinator, Search and Care
David Knapp is a seasoned community social work manager/supervisor who has overseen the DFTA Bill Payer Program (BPP) since December 2014. He has helped transition the BPP from a primarily in-home based volunteer service that relies on paper into a professionals service that utilizes real-time data/the latest technologies and is primarily remote serving as a bridge to the vulnerable older adults. In 2019 David shepherded in the first private-public partnership bill paying service the United States with SilverBills, Inc.
David has over ten years’ experience working with older New Yorkers and twenty-plus years working with children and families in a variety of community settings
He resides in the Bronx and is most excited about creating innovative new programs to better meet the needs of his clients.
Nathaniel Eberhart has spent his career developing products and leading teams at entrepreneurial technology and finance companies. He started his career at VMAC, LLC a clearinghouse for energy derivatives where he developed the firm’s internal billing and reconciliation processes and eventually became Vice President of Operations. Following this, he was Vice President of Client Services at VCFS a joint venture between VMAC and Électricité de France, providing financing to the deregulated energy industry. Nathaniel then co-founded MDBills, a startup which offered an innovative service to help patients save money on their medical related expenses. Prior to joining the SilverBills team, Nathaniel served as Vice President of Operations at Katori LLC, a software company providing supply chain solutions to retailers and manufacturers for customized and complex products. At Katori he led the firm’s business development and account management efforts, signing clients including Pepsi, the NFL and Kellogg. He also ran the firm’s order management platform and managed its direct to consumer subsidiary, MyDzyne. Nathaniel received a B.A. from the University of Edinburgh.
Tianna Anderson is the Money Matters Coordinator at Search and Care. She holds a B.A. in sociology/criminology and is currently earning her M.S. in gerontology. The first several years of her career were spent working with at-risk youth and pregnant and parenting teens in California. When she relocated to New York, she became involved in adult education at a community rights institution where she was instrumental in developing financial literacy and community empowerment programs. She then transitioned into care management for older adults, which led to finding her niche in aging and financial management.
Please Note:
NEW ZOOM LINK
Join Zoom Meeting
https://us02web.zoom.us/j/82565669881
For more information, visit us on the web at www.escota.info
