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CSA Conference - Schedule at a Glance

2019 CSA Conference

2019 CSA Conference



2019 CSA Conference Schedule

8/28- Wednesday

5:30 pm - 8:30 pm Registration
Location: Skyline Foyer 23rd Floor
6:30 pm - 8:30 pm Welcome Reception - Sponsored by GWG Holdings
Location: Skyline 23rd Floor

8/29 -Thursday

7:00 am - 6:00 pm Registration
Location: Plaza Foyer 3rd Floor
7:00 am - 8:30 am Breakfast - Sponsored by Rowan Reputation Resources
Location: Pavilion Ballroom
7:15 am - 8:15 am Special Morning Session: The Evolution of Life Settlements to Help Seniors Pay for Senior Living and Long-Term Care
Chris Orestis, CSA
Location: Broadway I and II
8:30 am - 10:00 am The Defining Issue of the 21st Century: The Aging Population of the World
Joseph W. Jordan

Location: Atrium Ballroom
10:00 am - 10:30 am Networking Break - Sponsored by
Location: Pavilion/Plaza Foyer
10:30 am - 11:30 am Leverage Free Online Tools to Build Your Reputation Among Your Target Audience
Tim Rowan, MA and Roger McManus, MBA
LocationAtrium Ballroom
Reverse Mortgages: The Cinderella of Retirement Planning?
Harlan Accola, CRMP, CSA
Location: Broadway I and II
11:30 am - 1:00 pm Service to Seniors Award Luncheon - Sponsored by Oasis Senior Advisors
Location: Pavilion Ballroom
1:00 pm - 2:00 pm Assisting Clients to Focus on Their Future Self: Tips for Success and Overcoming Barriers
Jennifer Crowley RN CLCP CADDCT CDP
Location: Atrium Ballroom
Courageous Conversations - Finding Your Voice
Cynthia Healy, CPA, CFE, CSA
Location: Broadway I and II
The Millennial Caregiver
Zack Demopoulos, CSA
Location: Broadway III and IV
2:10 pm - 3:10 pm A Holistic Approach to Addressing Challenging Behaviors in Dementia Care
Don Desonier, JD, CSA
Location: Atrium Ballroom
Elder Fiduciary Litigation - Lessons from the Courtroom
David W. Russell, CFP, CSA
Location: Broadway I and II
Family Information Management: How to Survive and Thrive in a Digital World
Darra Wray, MBA, CSA
Location: Broadway III and IV
3:15 pm - 3:45 pm Networking Break - Sponsored by
Location: Pavilion/Plaza Foyer
3:45 pm - 4:45 pm Behind the Mask: How Service Providers Can Identify and Overcome Hidden Factors Inhibiting the Well-being of Older Adults
Josephine M. Levy, MA and Jessica L. Meyer, MEd, OTR/L
Location: Atrium Ballroom
Surfing the Silver Tsunami
Cynthia Nelson, JD
Location: Broadway I and II
What's Age Got to Do with It? Busting the Myths About Getting Older
Jeanette Leardi, MA
Location: Broadway III and IV
5:30 pm - 7:30 pm Reception - Sponsored by Professional Testing
Location: Pavilion/Plaza Foyer

8/30 - Friday

7:00 am - 3:00 pm Registration 
Location: Plaza Foyer 3rd Floor
7:30 am - 8:30 am Continental Breakfast - Sponsored by
Location: Pavilion Ballroom
8:30 am - 9:45 am Promises and Pitfalls of Social Technologies
Wesley Cheng

Location: Atrium Ballroom
9:45 am - 10:30 am Meet the Sponsors Networking Break - Sponsored by the CSA Leaders Network
Location: Pavilion/Plaza Foyer

Lightning Sessions

10:30 am - 12:00 pm

Session 1

Session 2

Session 3

Cannabis and CBD, Is It Just for Seniors?
Colette Florido

Real Estate Trends You Cannot Ignore
Alison Whitaker MacCracken, SRES

Health Care Retirement Issues
Mickey Batsell, CLU, CSA, CLTC

My Unfinished Business - Preparing Finances for When I Am Gone
Becky Johnson, CSA, CFP®, CEP

Staying Engaged - Volunteering, the Dual Path
Lisa McCoy CSA, SPHR

Online Senior Living Search. It's Broken. Let's Fix it.
Sushanth Ramakrishna

Innovation in Safe Driving with 50+ Populations
Aisha Bonner Cozad, PhD

  Location: Atrium Ballroom Location: Broadway I and II Location: Broadway III and IV
12:00 pm - 1:15 pm Luncheon - Sponsored by i65 Medicare Software
Location: Pavilion Ballroom
1:15 pm - 2:15 pm 2019 Household Employment Tax and Labor Law Updates
Tom Breedlove, MBA
Location: Atrium Ballroom

Long-Term Care Planning Options and What is Suitable for Your Client
Cindy Eisenhower, CLTC
Location: Broadway I and II

Taking the Lead with the CSA Leaders Network
Jay Kweskin, CSA 
Location: Broadway III and IV

2:25 pm - 3:25 pm The Economy of Kindness: How Kindness Transforms Your Bottom Line
Linda Cohen, MA
Location: Atrium Ballroom
The Medicare Conversation — A Golden Opportunity to Grow Client Relationships and Your Business
Melinda Caughill
Location: Broadway I and II
Dealing with Difficult Clients - Why Me Lord!
Lynell Bond, MEd, LSW, LPC
Location: Broadway III and IV
3:30 pm - 4:15 pm Refreshments, Raffle, and Remarks from the President: Hosted by Society of Certified Senior Advisors
Location: Atrium Ballroom
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