Print Page   |   Contact Us   |   Sign In   |   Register
2019 CSA Conference Sessions

2019 CSA Conference

2019 CSA Conference

2019 CSA Conference Sessions

The 2019 CSA Conference Program Committee is pleased to present the sessionsfor the 6th annual CSA Conference.

General Sessions


The Defining Issue of the 21st Century: The Aging Population of the World

What is the defining issue of the 21st century? Terrorism? Global warming? Energy? It’s not any of these. It's the aging population of the world. By 2050, there will be 2 billion people on the planet over the age of 60. Accompanying this is a severe decline in the working age population. There is no higher calling then to provide the aging population with independence and dignity, through providing a lifestyle-sustaining income for life and protection against health risks. Industry veteran Joe Jordan shares why changing the financial services culture from “What’s In It For Me” to addressing this higher purpose will make financial services more attractive to more people, meaning more people can be served. 

Learn more about this session and speaker, Joseph Jordan.

Promises and Pitfalls of Social Technologies

Social isolation and loneliness have been receiving a lot of interest recently. Studies have shown that social isolation is as harmful to health as smoking 15 cigarettes a day, and is more harmful than obesity. Changes in modern societal structure have exacerbated social isolation because older adults do not live close to family or social supports.

Learn more about this session and speaker, Wesley Cheng.

Breakout Sessions

Reverse Mortgages: The Cinderella of Retirement Planning?

Financial advisors have long looked at Reverse Mortgages as the "Loan of Last Resort"-- the ugly stepsister of the retirement planning story. This workshop will create a major paradigm shift in your thinking.  The instructor explains how recent program changes and groundbreaking research by the financial planning industry and noted academics have overwhelmingly proven the necessity of using reverse mortgages at the age of 62, not 82.  With 10,000 Baby Boomers turning 62 daily and over $6 trillion in Home Equity amongst your senior clients, reverse mortgages just may be the late coming Cinderella to the retirement ball that fixes the retirement crisis we are facing.

Learn more about this session and speaker, Harlan J. Accola, CRMP, CSA

Dealing with Difficult Clients - Why Me Lord!

Oftentimes CSAs must work with clients who challenge them verbally or physically.  There are many ways to work with people one considers to be "difficult."  There are many different types of behaviors that may be called "difficult" such as being stubborn, controlling, complaining, and many more.  There are many reasons behind the personality traits exhibited. Understanding "why" can be very helpful. People with hearing and vision problems may also create special communication problems.  There are many ways to help the CSA work with challenging clients, by changing their attitudes, learning new ways to communicate, and by understanding the underlying reasons for the client's behavior.

Learn more about this session and speaker, Lynell Bond, MEd, LSW, LPC             

2019 Household Employment Tax and Labor Law Updates

Due to several legislative and regulatory changes, consumer-directed care has become one of the fastest-growing segments of the care industry and experts anticipate a significant increase in privately-employed senior caregivers.   

Tom Breedlove, Director of HomePay, the country’s leading household employment specialist, will share information CSA’s need to know in order to advise clients about new state and federal household employment compliance obligations – with a special focus on senior care.

Tom will address the national and state specific payroll, tax, labor law, insurance and HR responsibilities that come into play when clients employ, and third parties pay, a caregiver outside of an agency setting.    

Learn more about this session and speaker, Tom Breedlove, MBA

Assisting Clients to Focus on Their Future Self: Tips for Success and Overcoming Barriers

7 Steps to Long Term Care Planning is a step by step process for working through difficult, but crucial, conversations.  The process is person-family-centered and considers all impacting variables for the design of a customized aging life care plan. The comprehensive process is explained in simple terms to help guide clients through informed decision-making and promote early engagement for more positive outcomes.  By learning how to navigate the often complex topic of care planning using the 7-Step process, professionals can quickly gain insight into a situation, develop a plan of care in a comprehensive yet efficient manner and bring value to their clients.  Inherent challenges will be reviewed along with strategies for success.

Learn more about this session and speakerJennifer Crowley RN CLCP CADDCT CDP

The Millennial Caregiver

Of the 40 million family caregivers living in the U.S. today, 25% are millennials.  Millennial caregivers and their older cohorts share many of the same caregiving issues but there are distinct issues that require understanding and consideration when trying to connect, support and communicate with a millennial caregiver. For example, more millennials work and provide care than any other generation.  With so many hours in any given week dedicated to unpaid caregiving, a millennial caregiver is at a high risk of suffering undesirable consequences from their role.  Gaining a better understanding of how caregiving can impact one’s finances, health and emotional stability will significantly benefit a millennial caregiver.    It will be prudent for anyone who seeks to support millennial caregivers during their caregiving journey to also understand these issues. 

Learn more about this session and speakerZack Demopoulos, CSA

A Holistic Approach to Addressing Challenging Behaviors in Dementia Care

The journey of caring for an individual with Alzheimer’s disease or related dementia can be daunting and challenging. This is especially true when someone with cognitive impairment cannot effectively communicate his or her unmet needs or interests. Their resultant anxiety and fear can be expressed in a variety of ways, often with erratic, angry, and seemingly irrational or meaningless behavior. Care partners, be they a family member or a professional, are faced with the challenge to avoid a reactive and mindless response.     

In this interactive workshop we will explore the importance of journeying, with grace and compassion, under the surface of difficult behavior displayed by someone with dementia. Attendees will learn the value of approaching care with patience and loving kindness, while asking curious questions.  

Learn more about this session and speakerDon Desonier, JD, CSA

Courageous Conversations - Finding Your Voice

It is human nature to avoid the unpleasant, the difficult, and the situations that bring sorrow.  Yet we also well know the importance of communication.  Still, too often we put off the hard talks with our children, our spouses and, most especially with our parents or other seniors with whom we have a relationship.  The role reversal in children, or others, becoming a source of support to aging loved ones can be a difficult shift.  

Successfully navigating this change is key to helping the senior continue living as independently as possible, for as long as possible.  And, sound management of money, no matter what the amount, is a cornerstone in maintaining a good quality of life.  

Learn more about this session and speaker, Cynthia Healy, CPA, CFE, CSA

What's Age Got to Do with It? Busting the Myths About Getting Older

It’s a fact of life that no matter who you are, you’re aging. But do you really know what aging means? Is getting old something to fear and dread, or does it lead to surprising benefits not possible to enjoy at younger ages?   

This engaging presentation will help you discover what aging is –– and what it isn’t. Drawing from the latest scientific research, it busts social myths and negative stereotypes about older adults and offers practical tips for disrupting the ageism that keeps people of all generations from fully contributing to society.  

Learn more about this session and speakerJeanette Leardi, M.A.


Behind the Mask: How Service Providers Can Identify and Overcome Hidden Factors Inhibiting the Well-being of Older Adults

Beginning in 2015, the Success Matters Program, winner of the 2017 Innovative Health and Wellness Program Award from LeadingAge Arizona, has conducted hundreds of comprehensive health and quality of life screenings and assessments with independent living residents at Beatitudes Campus Life Plan Community.  For almost four years, Success Matters has used its research to provide individual interventions, group programming, and staff trainings, in order to improve services, health, and quality of life for older adults at Beatitudes.  Drawing on this extensive collection of data, the Success Matters team will share its findings regarding the most common factors related to the well-being of older adults and provide specific strategies and resources service providers and caregivers can employ to optimize holistic wellness and care.  

Learn more about this session and speakersJosephine Levy, MA Gerontology and Jessica L. Meyer, MEd, MS, OTR/L

 Surfing the Silver Tsunami

One of the biggest mega trends impacting professionals today is the aging population.  By 2020, for the first time in history, the number of older people will be greater than the number of children younger than 5 years of age.  This Silver Tsunami offers unprecedented opportunities for senior advisors.     

As a leader in the Elder Law field, attorney Cindy Nelson will discuss real life actions attendees can take immediately to expand their service offering to senior clients.   

The aging population requires some unique knowledge from their senior advisors. This session will offer insights for advisors to increase their client-base by focusing on the needs of the rapidly growing senior population.  Attendees will learn how they can help seniors with the financial challenges of living longer, as well as, living longer with illness.  Unfortunately, Medicare does not cover all of the care that is needed by the aging population.  This session will show senior advisors how seniors can qualify for government benefits without going broke.    

Learn more about this session and speakerCynthia Nelson, J.D.

The World Has Changed: Word-of-Mouth Went Viral (and Nobody Told the Home Care Industry)

Roger McManus is the co-author with Tim Rowan of Entrepreneurial Insanity in the Home Care Business: When Doing the Same Things Do Not Produce Different Results. Since earning his MBA from Wake Forest University in 1978, Roger McManus has become a respected marketing consultant, association executive and publisher in a variety of market sectors.

Learn more about this session and speaker, Roger McManus, MBA and Timothy Rowan, M.A.

Elder Fiduciary Litigation - Lessons from the Courtroom 

The Courtroom has been called the arbitor of last resort. Yet these public records provide us with the unwelcome details of the lives of individuals and families whose conflicts with fiduciaries resulted in litigation. This session presents a non-legal analysis of some of the cases that have implications for individuals and families working with older individuals.     Presented in the entertaining style of Law & Order, the session uses actual court cases and classic sitcom characters to dramatize the events, facts, and people involved. The presentation is not intended for legal analysis or commentary but rather to equip the non-lawyer with a sense of what can and often does go wrong in relationships that are implicitly or explicitly fiduciary in nature. Concepts such as consent, capacity, and undue influence, will be presented and discussed in the context of elder financial abuse.  

Learn more about this session and speakerDavid Russell, CFP®, CSA

From Isolation to Integration: Men's Fellowship Groups in Healthcare Facilities

The Reverend Dr. Daniel Rodriguez Schlorff is clergy of the American Protestant Union, a brother of the Order of St. Luke (OSL), and is a Certified Senior Advisor. Daniel holds the Doctor of Ministry degree from Pacific School of Religion and master’s degrees from both Hartford Seminary and Meadville/Lombard. He has also completed four units (1600 clinical hours) of Clinical Pastoral Education. Daniel works for Masonicare Health Center as Chaplain, had worked in children’s and youth ministry for seventeen years prior, and resides in Wallingford, CT. For more information, please see

Learn more about this session and speaker, The Rev. Dr. Daniel Schlorff, CSA.

Family Information Management: How to Survive and Thrive in a Digital World

Darra Wray is a business professional with an MBA from the Anderson School at UCLA and more than 25 years of practical business and finance experience.  Darra also has over 25 years of personal experience as a family caregiver and patient advocate and has had a life-long interest in healthcare.  She developed a true passion for family care giving and elder care services through her personal life experiences. She became a Certified Senior Adviser (CSA) in 2018 and founded My Care CompanionsTM to develop resources, services and tools for family caregivers.

Learn more about this session and speaker, Darra Wray, MBA and CSA.

VIA Sessions

Session Details Coming Soon! 

To attend these sessions and more, reserve your seat today at the 2019 CSA Conference.


Membership Management Software Powered by YourMembership  ::  Legal