Conference Speakers

Keynote Speakers

Please be sure to check out this year's Keynote Speakers, Matthew Luhn and Maddy Dychtwald. We're excited to have them both at the 2023 CSA Conference along with all our session speakers listed below!

Joshua Arce

The Brain Cell
Jonda Beattie, M.Ed.

Release Repurpose Reorganize LLC
John Becker, LACP, FICF, CSA

President & CMO
Advocate Financial
John Browning, MBA, CSA

Financial Planner, Best Selling Author, & Professional Speaker
Guardian Rock Wealth
Mark Brownstein, CSA

Director of Medicare
Emerald Medicare
Amy Corbin

Executive Director
Indiana ABLE Authority
Cathy Jo Cress, MSW

CressGCM Consult LLC
Maddy Dychtwald

Age Wave
Paul W. Flowers, CSA

Kris Geerken, MHA

Changing the Narrative
Sylvia Gordon, JD, CSA

Gordon Marketing, LLC
Jonathan Haag

VP of Innovation
CICOA Aging & In-Home Solutions/Wrinkle Innovation
Megan Hix

Director of Network Programs and Partnerships
Home Instead, an Honor company
Jamie Jones, LMSW, CSA, ODCP

Director of Virtual and Social Care
Best Buy Health
Denise Jones Harrington, LSW, LAC, CSA, CDP

Director of Faith Partnerships
CICOA Aging & In-Home Solutions/Wrinkle Innovation
Thomas Krause, JD

Vice President of Sales and Marketing
The Krause Agency
Matthew Luhn

Top Creativity Keynote Speaker, Award Winning Filmmaker, Director, Former Lead Storyteller and Animator at Pixar Studios
Gerda Maissel, MD, BCPA

Founder and President
My MD Advisor
Laura Markey Monroe, CSA

Certified Grief Educator
Westminster Canterbury of the Blue Ridge
William Nields, MD

Medical Director of Clinical Services in Florida
Grey Matters Precision Brain Health Clinics
Diane Omdahl, RN, MS

President and Co-Founder
65 Incorporated
Chris Orestis, CSA

Retirement Genius
Pam Ostrowski, CSA, CDP®

Dementia Caregiving Guide
Alzheimer's Family Consulting
G. Scott Paterson

Co-Founder, Executive Chairman
Diane N. Quintana, CPO, CPO-CD

Release Repurpose Reorganize LLC
Lisa Rill, PhD

Executive Director
Senior Life Source
Carol Lee Roberts, CFP, CeFT, CDFA

Institute for Divorce Financial Analysts
Jean Ross, MHA, BSN, RN

Primary Record LLC
Nancy Ruffner, BCPA

Nancy Ruffner Patient Advocate - Aging Expert
David W. Russell, CFP®, CSA

Vice President, Wealth Advisor
Argent Trust
Dr. William Stack, Certified Financial Fiduciary®, RICP®, CSA, CSFP, MDRT

Author, Business Owner
Stack Financial Services LLC
Joanne Tompkins, PhD

Research Associate
The Center for Guardianship Excellence
Jennifer Traglia, MA Gerontology

Franklin Tsung, SEC RIA, CSA

CEO & Senior Advisor
Blackcrown, Inc.
Tina J. Wang, MD

The Brain Cell