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Speakers & Sessions

2016 CSA Conference Sessions

The following are confirmed presentations at the 2016 CSA Conference in Washington D.C. For information on Continuing Education Credits available for the CSA Conference please visit our FAQ page.

James Firman NCOA James Firman, EdD

Keynote on Saturday, Aug 27:
Navigating Longer Lives: Combining Aspirational and Practical Approaches for Positive Aging

Biography: For more than 30 years, James Firman, EdD, has been a leading force for innovation in services, programs, and public policies for older persons.

Under his leadership, NCOA has developed many nationally acclaimed programs to improve the health, independence, and economic security of older adults. NCOA has also developed core competencies in collaborative leadership, fostering and scaling evidence-based innovations, and advocacy. Read More

Prior to joining NCOA as president and CEO in January 1995, Firman was, for 10 years, founder and CEO of the United Seniors Health Cooperative (USHC), a nonprofit consumer organization. At USHC, he directed the development of the early versions of BenefitsCheckUp®, now one of NCOA’s core bodies of work.

Also at USHC, he oversaw the development of one of the nation’s first insurance counseling programs for older adults, which helped lead to the development of the national Health Insurance Counseling and Advocacy Program (HICAP). As an advocate, he significantly influenced the development of federal Medigap legislation and long-term care insurance regulations throughout the United States.

From 1981 to 1984, Firman served as a senior program officer at The Robert Wood Johnson Foundation, where he helped develop initiatives in aging and health care finance, as well as the Interfaith Volunteer Caregivers program.

Firman has served in several national leadership roles, including Chair of the Leadership Council of Aging Organizations (three times), Board Chair of the National Human Services Assembly, and Chair of the Independent Sector’s National Advisory Committee on Charting Social Impact.

In 2015, NextAvenue named Jim to their inaugural Influencers in Aging list. He was one of 50 thought leaders, innovators, writers, advocates, experts and others recognized for their work changing how we age and think about aging.

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Session Description: What will baby boomers and older adults do with their gift of longevity? What is the purpose of this phase of life? What do baby boomers and older adults want? What do they need? What do we expect of them? How can we help them to be healthier, more financially secure and to get more out of life? What will it take to transform individual lives as well as community and societal approaches? Read More

Jim Firman will provide his perspectives on these important questions and suggest both a vision and practical, actionable strategies for helping each other to navigate longer lives.

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Session PowerPoint:
1) View Presentation 2) Presentation Slides

Roger Landry, MD, MPH Roger Landry, MD

Keynote on Sunday, Aug 28:
Live Long, Die Short

Biography: Dr. Roger Landry is a preventive medicine physician, author of award-winning Live Long, Die Short: A Guide to Authentic Health and Successful Aging and President of Masterpiece Living, a group of multi-discipline specialists in the field of aging who partner with organizations to assist them in becoming destinations for continued growth and Centers for Successful Aging. Trained at Tufts University School of Medicine and Harvard University School of Public Health, Dr. Landry specializes in building environments that empower older adults to maximize their unique potential. Read More

He has been featured nationally and internationally on radio and TV with NBC, FOX News, ABC and CBS as well as BBC, Growing Bolder, 2GB radio (Australia), and Radio Live and Tumeke FM (New Zealand). Dr. Landry has also written exclusive articles, and been called on as an expert in the field of aging by publications such as Esquire Magazine, Los Angeles Daily News, Senior Planet, Journal of Aging and Health, Denver Post, –Assisted Living, Expert Beacon, eHow, ThirdAge and MBLN. Dr. Landry is regularly featured in US News and World Report, Huffington Post (US/Canada), and GRAND Magazine. His book, Live Long, Die Short has been endorsed by AARP, is a Living Now Book Award Gold Medal Winner and was a 2014 Top Pick in MORE magazine.

Dr. Landry was a flight surgeon in the Air Force for more than 22 years keeping pilots and other aircrew healthy and performing at their best. One of his charges was world famous test pilot, Chuck Yeager. Dr. Landry retired as a highly decorated full colonel and chief flight surgeon at the Air Force Surgeon General’s Office in Washington, DC after duty on five continents and being medically involved in a number of significant world events including: Vietnam, the Chernobyl Nuclear Disaster, the Beirut bombing of the Marine Barracks, the first seven Shuttle launches and the first manned balloon crossing of the Pacific. For well over a decade, Dr. Landry has focused his efforts on older adults as a lecturer, researcher, consultant and author.

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Session Description: Over a decade ago, a landmark ten-year study by the MacArthur Foundation shattered the stereotypes of aging as a process of slow, genetically determined decline. Researchers found that 70 percent of physical aging, and about 50 percent of mental aging, is determined by lifestyle, the choices we make every day. That means that if we optimize our lifestyles, we can live longer and ''die shorter''--compress the decline period into the very end of a fulfilling, active old age. Read More

Dr. Roger Landry and his colleagues have spent years bringing the MacArthur Study's findings to life with a program called Masterpiece Living. In Live Long, Die Short, Landry shares the incredible story of that program and lays out a path for anyone, at any point in life, who wants to achieve authentic health and empower themselves to age in a better way.

Reshape your conception of what it means to grow old and equip yourself with the tools you need to lead a long, healthy, happy life.

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Session PowerPoint & Video:
1) View Presentation 2) Presentation Slides

Ashton Applewhite Ashton Applewhite

Older Does Not Equal Sick

Biography: Author and activist Ashton Applewhite has been recognized by the New York Times, National Public Radio, and the American Society on Aging as an expert on ageism. The author of This Chair Rocks: A Manifesto Against Ageism, Ashton has also written for Harper’s, Playboy, and Generations. In 2015 she was included in Salt magazine's list of 100 inspiring women—along with Arundhati Roy, Elizabeth Warren, Germaine Greer, Naomi Klein, Pussy Riot, and other remarkable activists—who are committed to social change. Read More

Ageism is emerging as a pressing human rights and social justice issue, and Ashton has become a leading spokesperson for a movement to mobilize against it. She speaks widely to ever-larger audiences across the country, in venues that have ranged from New York’s KGB Bar and Cornelia Street Café to the Institute for the Future, the University of Washington School of Social Work, the New York Public Library, Columbia’s Mailman School of Public Health, Encore’s annual conference, and Bill Thomas’ national Second Wind tour.

Ashton’s work is a call to wake up to the ageism in and around us, embrace a more accurate and positive view of growing older, and push back against the forces that frame it as decline. In the words of Risa Breckman, Executive Director of the NYC Elder Abuse Center, “All practitioners working with older adults need to be informed about the pernicious influences of ageism. Nobody does this better than Ashton Applewhite. Her thinking is deep, her passion infectious, and her cogent message is spot on: we urgently need to have a national conversation about ageism to raise awareness about it and to stop it.” Experts in the field of positive aging hail This Chair Rocks: A Manifesto Against Ageism as “one of the most important books you'll ever read” (Marc Freedman, CEO of, “a knowledgeable, straight-talking, and witty book that briskly explains to anyone how-wrong-we-are-about-aging” (Margaret Morganroth Gullette, author of Agewise), and “a magnificent mix of personal reflection, cultural criticism, and cold hard facts, this remarkable book should spearhead an ‘anti-ageist’ revolution—which can’t come a moment too soon” (Karl Pillemer, author of 30 Lessons for Living).

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Session Description: Why does the fact that people are happiest at the beginnings and the ends of their lives take so many people by surprise? Why do only 3% of American social work students concentrate in gerontology, and only 1% of medical school students choose geriatrics—even though geriatricians, over and over, report the highest job satisfaction? Why do people wonder why we find aging a fascinating subject? The reason is ageism—discrimination and stereotyping on the basis of age— the last socially sanctioned prejudice. Read more

The personal and professional consequences are disastrous, especially for those who work with older people. Paired with disableism, ageism makes it harder to identify strengths in older people, makes them seem less deserving of resources, and sanctions their relegation to the sidelines. In cultures with meaningful social and economic roles for older people, physical health is just one aspect of aging. In this one, sickness takes center stage. Aging is not a disease, but our society conflates the two, as it does with disability—although people with disabilities will assure you that they are not sick.

This talk looks at who benefits when old age is reduced to illness, and the effects of a cultural climate that barrages the old and disabled with the message that their lives are not worthwhile, nor worth paying for. Why should a long future have value but not a long past? Why are the healthy and vigorous old missing from the policy agenda? Why should it be it acceptable to weigh the healthcare needs of the very young against those of the very old, when making the same case on the basis of race or sex would be unthinkable?

The biggest threat to an active old age—frailty— is also the most remediable. A growing body of research also documents the link between people’s perceptions of aging and their health and behavior. People with more positive feelings about aging walk faster, do better on memory tests, are much more likely to fully recover from severe disability. They live significantly longer, and they live better. A national campaign to overturn ageist myths and stereotypes would extend not just the lifespan but the “healthspan” of all Americans.

A society obsessed with physical perfection and mental acuity vastly underestimates the quality of life of older people and those with disabilities—and its value. When we confront our own internalized prejudice and challenge underlying prejudices and misconceptions, we move towards a society of age equality: one that that sees age as asset and population aging as not just a challenge but a remarkable opportunity.

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Session PowerPoint:
1) View Presentation 2) Presentation Slides

G. Richard Ambrosius(View Speaker Video) G. Richard Ambrosius

The Powerful Potential of Ageless Marketing

Biography: Ambrosius is an evangelist for positive aging, marketing strategist, professional speaker, storyteller and motivator with over 40 years’ experience in the fields of aging service delivery, senior living, wellness, customer service and marketing. Read More

He is the Founder and President of Positive Aging® LLC. His previous positions include VP or Outreach and Business Development for two start-ups, technical school marketing and business instructor, two national senior living development and management companies, Founder and CEO of Phoenix Systems Inc., Executive Director of the Iowa Lakes Area Agency on Aging, and chair of the Rebranding Aging Task Force for the International Council on Active Aging (ICAA) that helped launch their Changing the Way We Age Campaign.

He has authored two books, multiple training texts on sales, marketing and customer service. He has authored numerous articles and white papers for publication and is a frequent contributor to LinkedIn’s Pulse.

In 1980, President Reagan appointed Dick as the youngest member of the National Advisory Committee to the 1981 White House Conference on Aging where he delivered a keynote address on rural aging. He has delivered keynote addresses and workshops in 49 states and consulted with a variety of Fortune 500 companies, corporations, nonprofit agencies, associations and government agencies. In 1997, he was selected “South Dakota’s Entrepreneur of the Year” by Entrepreneur Magazine for identifying the potential of the aging marketplace.

He cofounded The Society, a multidisciplinary think tank group of specialists in aging and marketing with author and older adult behavior specialist David B. Wolfe, and has planned and coordinated bi-annual meetings for 25 years. He is on the Advisory Board of the Medical Fitness Network, Board of Directors of Sioux Falls SCORE Chapter, and Senior Vice Commander for Chapter 5355 of the Military Order of the Purple Heart.

Dick is happily married with three children and 5 grandchildren. He holds both BA and MA degrees in Political Science and is a decorated Viet Nam veteran.

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Session Description: Leading edge Baby Boomers turn 70 this year and all 73 million of the remaining Boomers will be at least one year into life’s fifth decade. For decades, businesses, nonprofit organizations and Madison Avenue have ignored the reality that between 1990 and 2020 the age 50 plus population will grow by 74% while those under 18 – 40 age cohort that has driven markets for decades will grow by about 1%. Read More

For decades, businesses have been both victims of and contributed to aging stereotypes. Sales, marketing and advertising methods honed in the youth markets of yesterday have become outdated and no longer produce an acceptable return on investment. If you are tired of getting a smaller and smaller return on your advertising and marketing dollars, you will want to experience the art of ageless marketing and communications. You will come away with a new understanding of the future potential of the aging marketplace and motivated to join a movement dedicated to reversing decades of ageism and negative stereotyping while growing your business. The presentation will use stories, real world examples, and cutting-edge research to increase the learning experience and have some fun.

  • •The driving forces dictating the need for new sales and marketing paradigms.

  • •How to capture the attention and interest of age 50 plus adults using values-based, ageless marketing techniques.

  • •Understand why new tools will help your message penetrate the mind’s screening process using conditional positioning and inclusionary terminology.

  • •Examples of companies that get it right; and share media messages that are reaching across generations and connecting with the values of 50+ consumers

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Session PowerPoint:
1) Presentation Slides

Ellen Belk Ellen Belk, CDP

Holistic Approach to Dementia Care

Biography: Ellen Belk, CDP & President of Keep In Mind, Inc. has 15+ years of Dementia Care leadership, management and operations experience. 10 years working for industry leaders like the Alexian Brothers Health System, Brookdale and Atria Senior Living. Ellen began as an activity assistant followed by roles as Director of Adult Day Services, Life Enrichment Director and finally as Divisional Director of Memory care; responsible for 24 communities in 11 states serving nearly 500 residents. Read More

In 2011, she left her corporate position and began keep In Mind, Inc. with the vision to share her holistic methods with both professional and family care partners. She’s the author of the 360° Dementia Care Operational Manual for professional providers based on a team-like philosophy for championship outcomes. She’s the creator of Memory Magz, Memory Mealz, Fitness with Friends and Caregiving 411; an employee wellness initiative. She’s a published writer and accomplished public speaker. Personally, she uses her holistic methods with great success for her Dad who has a mixed Dementia diagnosis.

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Session Description: This presentation will focus on my four pillar philosophy of holistic dementia care solutions that recognize: Environment, Communication, Nutrition and Activity. I will address each pillar individually and showcase through photos, non-text heavy slides and vast nationwide examples and experiences of success. Read More

Environment- I will give examples of specific solutions pertaining to flooring, furniture, design & layout.

Communication - I will breakdown the importance of body language, tone of voice and Dementia friendly speech and how it directly impacts successful outcomes during caregiving duties.

Nutrition - I will discuss and review photo examples of successful solutions for mealtime success. Adaptive food options and tools that increase a person’s ability to remain independent longer.

Activity - I will give real life examples of successful person-centered activity opportunities that have high impact. I give creative ideas that are purposeful and not merely 'childish play' that is too often utilized in a memory care setting. I encourage operators to Raise the Bar!

Learning Objective 1: Assess and manage environmental triggers to minimize catastrophic outcomes before they occur or escalate.

Learning Objective 2: Understand that 'speaking dementia' is a learned skill that results in positive outcomes.

Learning Objective 3: Learn about nutritional adaptations that can extend mealtime success for those with dementia

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Session PowerPoint:
1) Presentation Slides

William Benson William F. Benson

The State of Aging

Biography: Bill Benson is President of Health Benefits ABCs, offering aging and public health policy, educational and strategic planning consulting services, and conducting qualitative research. Benson has held senior leadership positions in the U.S. Congress and at the U.S. Administration on Aging. Read More

He spent 10 years with the California Department of Aging including as California’s State Long-Term Care Ombudsman. Client examples include: National Adult Protective Services Association, the U.S. ACL-funded National Resource Centers for the Senior Health Insurance and Assistance Program (SHIP) and the Senior Medicare Patrol Program, Michigan and Mississippi Public Health Institutes, National Association of Chronic Disease Directors, CDC’s Healthy Aging Program, California Advocates for Nursing Home Reform, and many others.

Benson is the President of the International Association for Indigenous Aging, which focuses primarily on policies to improve the lives of American Indian and Alaska Native elders. He also serves on the boards of several non-profit organizations including the American Society on Aging, Kendall Corporation, and the Center for Global Aging at The Catholic University of America. He was recently appointed to the U.S. Department of Health & Human Services National Advisory Committee on Rural Health & Human Services. Since 2000 Benson has hosted First Person, a series of conversations with Holocaust survivors before live audiences at the United States Holocaust Memorial Museum.

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Session Description: As we close in on the third decade of the 21st Century we are quickly approaching the apex of the rapid and sweeping demographic shift that will double the nation’s older population, as 10,000 baby boomers turn 65 each and every day. This is accompanied by other major demographic transitions including becoming a “majority minority” nation. Read More

We have known these seismic population changes were coming for decades but have we adequately prepared for them? Building upon more than four decades of work in aging, health care and public health policy and services at the local, state and national levels, Benson will discuss the implications of our aging society and provide insights into the current state of aging policy and what we can anticipate in the near future.

Having served in senior positions in state government, the U.S. Congress and the U.S. Executive Branch, Benson will offer a well-informed appraisal of our preparation for meeting the needs and aspirations of millions of older Americans and their families. In particular, he will focus on several major policy arenas: health care, economics and human services, offering candid insights into what today’s policies mean for tomorrow’s older population.

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Wendi Berkhardt Wendi Berkhardt

Homesharing in the Sharing and Gig Economies

Biography: Wendi Berkhardt personifies entrepreneurship. Her ability to combine vision with realism, translate ideas into viable solutions, and balance risk with reward have become the cornerstones for her success in business creation, technology innovation and market expansion. She is a sought after advisor to emerging business leaders, fellow entrepreneurs and private investors seeking to achieve new levels of business evolution. Read More

Wendi has achieved success throughout a career, which has spanned consumer-focused new venture start-ups, rapid-growth companies and Fortune 500 corporations. She currently serves as the CEO and Co-Founder of Silvernest, a highly innovative online roommate matching platform for people aged 50+. In this role, Wendi is passionate about working to change “the space of aging” and to foster the development of new alternatives in aging and long-term living. In addition to Silvernest, Wendi was instrumental in the formation of the Colorado Chapter of Conscious Capitalism, she is an active Board Member for both Conscious Company Magazine and a new charter school system, Lenman Academy, and she serves as a mentor to female entrepreneurs.

Previously, Wendi developed strategic partnerships and win-win relationships that positioned Sprint, Motorola and as forerunners in burgeoning wireless, mobile and digital media sectors. She also served in sales, marketing and business consulting roles working with Fortune 500 and high-tech companies.

Wendi holds a degree in International Trade & Finance from Louisiana State University, and has completed an executive education program at Northwestern University’s Kellogg Graduate School of Management. She is a long-time resident of Boulder, Colorado where she is active in local and regional business, community and philanthropic organizations advancing education, energy, environmental and healthcare causes.

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Session Description: In the United States, our aging population is currently on a trajectory to swell to more than 132 million people age 50+ by 2030. And this population boasts the highest percentage of homeownership – more than 70% of homeowners ages 65+ (40% ages 55+) own their home without a mortgage – and these homeowners desire to stay in their homes for the rest of their lives. Read More

As a result, a growing number of aging homeowners are looking for new ways to generate income to ensure their financial stability and independence. At the same time, the sharing economy is changing the way we consume goods and services, and Baby Boomers are emerging as the largest constituency on the Web with more than 65% active on social media and buying power that is growing by the day.

Enter homesharing as a viable “aging-in-place” alternative for baby boomers and empty nesters. Homesharing is designed to generate extra income and create shared experiences – key factors in healthy aging.

Homesharing comes in all shapes and sizes from short-term vacation rentals to long-term roommate agreements – each with differing benefits, but all with the potential to change the way we thinking about aging in America.

New technology innovations sit at the center of this homesharing trend, helping homeowners and prospective renters find the best option to fit their individual needs. Offerings include the basics of home listings and online search, as well as creating piece of mind with background screenings, electronic rental agreements and payment processing. The goal is to offer worry-free solutions that are also easy to navigate. Which is why aging-in-place technology is currently estimated to grow to more than $30 billion by 2030.

This breakout session will explore the intersection of technology and the aging-in-place market to offer new alternatives for this growing population. Participants will discuss financial hardship and isolation as key considerations for individuals exploring new housing options and also, how these options are poised to change the national dialogue around aging and homeownership.

Learning Objective 1: The housing market represents one of the largest financial opportunities for our aging population: 46% of homeowners ages 55+ and72% ages 65+ own their homes without a mortgage. By the end of this session, participants will have a broader understanding of alternatives for aging homeowners to monetize their home as a financial asset, including financing options and rental income as strategies to age in place.

Learning Objective 2: Today more than 7 in 10 Americans age 65+ live alone, leaving many to feel the isolation of old age. This session will review the root cause of isolation and also discuss technology marketplaces aiming to increase companionship later in life, such as home visitation and roommate options – all with the goal of rethinking how we connect rather than isolate our aging population.

Learning Objective 3: The Internet is not just for younger generations. 46% of baby boomers use a smartphone, more than 65% are active on social media, and 75% are digital buyers reinforcing the online presence and buying power of this growing demographic. This session will uncover current market trends and motivations to use technology to better address the needs of our aging population.

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Session PowerPoint:
1) Presentation Slides

Charles Boles
(View Speaker Video)
Charles Boles

Move to a New Future by Uncluttering the Past

Biography: Chuck (Berry-Hoover) Boles has been an entrepreneur & business owner for “umpteen + years” in the areas of employee benefits, asset liquidation & transfer, business consulting, and elder coaching. Read More

His motto of “Umpteen + Years Teaching Leaders How To THINK OUTSIDE THE CIRCLE……NEVER the Box!”™ reflects his unique life philosophy and a world view of daring to be different!

His company, All CLEaRR!™, reflects his strong passion for helping folks look into, and plan for, the future. In addition to coaching individuals and families on strategies for dealing with unpredictable “life-altering” events, he helps Assisted Living Providers prepare their incoming residents for their “new future”. His workshops on “How to Think 85 When You’re 70” and “How to Create a Peace of Mind BluePrint™” have proven invaluable for individuals and families preparing for an assisted living future. Both workshops are “Forward Thinking, Pro-Active experiences” that help seniors, families, & Assisted Living Providers adapt to, and control, the uncertainties and challenges brought about by the aging process

A resident of Harrisonburg, Virginia, Chuck and his wife enjoy being involved in community and church activities. A graduate of hospital clown school, his clown alter-ego (Buddy Buck-A-Roo, The Cupcake Cowboy) frequently brings “Cheer & Sunshine” into the lives of medically challenged children and elders.

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Session Description: The vast majority of Seniors are held hostage to their past by tangible stuff, habits, and attitudes that create barriers to planning and moving forward into a more manageable, healthy future.. The session presents a Life Planning Model that helps Seniors (and adult caretakers) "unclutter their past so they can move into a NEW future". Read More

The All CLEaRR!™ Business Model is a simple 4-step process that helps Seniors "move forward into the future"

Step 1 -
CONSOLIDATE: How to unclutter the past by consolidating stuff one "Doesn't Use, Need, Fit, or Want"

Step 2 -
LIQUIDATE: Explores 10 financially beneficial methods one can use to Liquidate clutter

Step 3 -
EVALUATE: Evaluate anticipated future needs to create a Pro-Active Peace of Mind BluePrint™ which includes creating pro-active relationships with providers of "life services" and finally, explore the need to

Step 4 -
RENOVATE (one's current living environment)
RELOCATE (to a more manageable living environment, i.e. Assisted Living facility.)

Learning Objective 1: How to Consolidate & Liquidate your past (stuff, attitudes, & beliefs) so you can move into a New Future.

Learning Objective 2: How to Evaluate Anticipated Needs in the areas of: LIfestyle/Health/Mobility, Finance, Legal, Insurance, & Downsizing.

Learning Objective 3: How to Create a Peace of Mind BluePrint™ for moving into a NEW Future (i.e. Thinking 85 When You’re 70!™).

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Session PowerPoint:
1) Presentation Slides

Hollie Caldwell, PhD, RN Hollie Caldwell, PhD, RN

What You Need to Know to Recognize Elder Abuse

Biography: Dr. Hollie Caldwell serves as the Dean for the School of Nursing. She has served as a Certified Emergency Nurse (CEN), Air Force veteran, sexual assault nurse examiner, and has taught adult medical-surgical nursing, leadership, research, and nursing ethics and legal issues for the last eighteen years. Read More

Dr. Caldwell has served as faculty for the Emergency Nurses Association (2009) and been a guest speaker on Forensic Nursing for Oregon Health & Science University (OHSU) and on Community Resources available to Victims of Sexual Assault at Oregon Institute of Technology (OIT). Dr. Caldwell was also a featured presenter on The Finer Points of SANE Program Development for the Oregon Attorney General’s Sexual Assault Training Institute in Redmond, Oregon. Her publications include her research on patient satisfaction, the use of student’s in research, integrative reviews on elder abuse screening instruments and non-fictional observations on death. Dr. Caldwell also acts as a legal nurse consultant for medical-surgical and emergency nursing cases. In 2015, she was elected to serve a three-year term as a Commissioner for the Accreditation Commission for Education in Nursing (ACEN) in Atlanta, Georgia and was appointed by Colorado Governor Hickenlooper to serve as a member of the Colorado Board of Veterans Affairs.

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Session Description: This presentation will discuss the prevalence of EA in the U.S. and explore various definitions of elder abuse. Signs and symptoms of EA, including important information about bruising, will also be provided. Dr. Caldwell will also provide information about common characteristics and risk factors related to EA for both victims and perpetrators. Read More

Having conversations with older adults about abuse can be particularly difficult. Dr. Caldwell will provide strategies and guiding principles to make these conversations more manageable. She will also provide examples and resources for specific questions and EA screening tools. Dr. Caldwell is passionate about helping others recognize and intervene to protect older adults from abuse. This presentation will bring important aspects about EA into light for anyone interacting with older adults.

Learning Objective 1: Discuss elder abuse, its prevalence, and signs and symptoms of abuse.

Learning Objective 2: Identify characteristics and risk factors for victims and perpetrators of elder abuse.

Learning Objective 3: Propose communication strategies and specific questions to make discussing the topic of abuse more manageable.

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Session PowerPoint:
1) Presentation Slides

Ron Capone Ron Capone, CSA, CLU, ChFC, LUTCF

Adapting Your Financial/Insurance Business to Better Serve Clients

Biography: Ron is a 37 veteran of the Insurance and Financial Services Industry. He began his career with the Prudential Insurance Company of America in 1979. Read More

He has had numerous Home Office positions, and spent many years in the brokerage field with Connecticut Mutual and Mass Mutual. He spend approximately 16 years in the Disability Income field as Vice President of Brokerage for a local brokerage firm.

Currently Ron is in private practice where he specializes in working with the “Senior Market.” Ron believes in the multi-disciplinary approach when working with his clients. His well-rounded knowledge of working all advisors, (Attorney's, accountants, Geriatric Care Managers and Nurse Practitioners) allows him to coordinate all levels of service for his clients.

Ron is past president of the Philadelphia Chapter of the Society of Financial Service professionals, served as a National Advisor for the Society. He is a 2009 recipient of the Paul S. Mills Scholarship. Ron also served on the National Board for the Society of Financial Service Professionals.

Ron and his wife Carol and children Christopher and Lauren, reside in Oreland, PA.

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Erika Walker Erika Walker, MBA, CSA

Adapting Your Financial/Insurance Business to Better Serve Clients

Biography: Erika T. Walker, CEO, SAGE WAVE Consulting, conducts strategic and business planning across the country with businesses and communities helping them to prepare for the growing aging population. With over 25 years of experience, Ms. Walker has served as Director of the SAGE Institute and Director of Geriatrics at Greenville Hospital System. Read More

Accomplishments include serving on the CSA Journal Editorial Board, national consulting and business planning for cities, counties, AAAs, healthcare and entrepreneurs; replicating aging industry best practices, conducting cross industry focus groups and network teams; presenting at ASA, AMDA and CSA national conferences; and serving as a faculty member on the n4a Aging Business Academy.

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Session Description: Research shows that the financial and insurance industry have tremendous opportunity for improvement in serving older adult clients and their families. As they age, clients may be dealing with cognitive, physical, safety, mental and caregiver challenges which influence their decision-making capabilities and overall well-being. Many financial/insurance industry professionals do not take these issues into consideration and therefore, provide inferior services to both clients and their families. Read More

As older adults are living into their 80s and beyond, it is important that professionals adapt their existing services and operations to align with their needs and challenges. For example, consider your client’s interaction with your business on a day-to-day basis. Is your staff talking clearly on the phone so your older adult clients can understand them? Is your physical office handicap accessible, safe and comfortable for older adults? Do your marketing materials, letters and documents consider potential sight limitations of older adults? Have you noticed forgetfulness or questionable decision-making skills developing in your clients? Do you have a relationship with the appropriate trusted family representative who might need to be approached when some of these issues become critical and affect your ability to serve your client?

Whether your clients are facing financial, cognitive or physical challenges or dealing with living arrangement transitions, loss of a spouse, depression or family concerns, as a professional you have an obligation to learn of resources and apply operational methods to help them remain active, healthy and independent as they age. This session will provide you with ways to accomplish these objectives. Through case studies, methods and resources a national aging industry business consultant and an experienced insurance and investment adviser will help you implement change in your day-to-day operations to better serve older adults. You will learn ways to analyze and realign your existing operations to prepare for the aging of your clients. Participants will receive questionnaires, operational evaluation checklists and resources which they may take back to their business and apply.

Learning Objective 1: Upon completion of this session participants will be able to clarify critical issues older adults face which should be considered when providing products/services to these individuals in a financial/insurance business.

Learning Objective 2: During this session participants will learn of methods and practices through case studies which they can apply to their operations to serve older adult clients better to help them remain active, healthy and independent.

Learning Objective 3: Upon completion of this session participants will receive tools and resources to use with their staff and clients helping the participants to adapt their operations to better serve older adults.

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PowerPoint & Handouts:
1) Presentation Slides 2) 18 Signs Aging Parents Need Help 3) Aging Support Services Resource Chart 4) Client Questions

Burman Clark Burman Clark, RHU, CSA

The Affordable Care Act (ACA) 2016, The Good, The Bad, and the Ugly

Biography: Burman is a graduate of Randolph-Macon College, earned his Registered Health Underwriter (RHU) designation and CSA designation in 2007. An independent employee benefits broker since 1992, Burman has over 25 years of employee benefit experience, helping small and medium size employers provide benefits for their valued employees. Read More

Burman also has become an expert in providing Medicare insurance solutions to retirees and Baby Boomers over the last ten years. His Medicare practice has grown exponentially, as they provide valuable education for employers and employee alike. During the past five years, Burman has established himself as an expert in the Affordable Care Act (ACA) and it’s both positive and negative impact on employers, consumers, and the Medicare population.

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Session Description: The presentation is broker into four components:

1. An overview of the law, why it was passed, the hopes and dreams of the architects, and the problems facing Americans in 2011. We have been tinkering with healthcare reform since the 90s. Read More

2. A review of the most exciting components of the ACA: No pre-existing condition limitations, guaranteed acceptance, a constriction of the age banded rates for small employers, 100% coverage for preventive care, and the emergence of employer tax credits for buying health insurance for employees.

3. The ACA creates lots of "bad" with the dramatic changes in pricing, age-banded and smoker rates for small employers, benefit mandates, grandfathered and non-grandfathered plans, and the requirement that everyone purchase insurance or pay a penalty. Premium tax credits were created to help some, but the irony is you must make at least 133% of the poverty level to get any government premium assistance.

2016 marks the transition to employer penalties. The "Pay or Play" provision forces employers with more than 50 full time equivalents to either play by providing health insurance or pay a fine. Individual penalties for not buying health insurance increase, the Cadillac tax is looming over the heads of all large employers, and many Americans feel they are getting less benefit for more out of pocket expenses.

Learning Objective 1: There are many positive outcomes of the ACA: A new marketplace, guaranteed coverage, no pre-existing condition limitations, and a more streamlined benefit structure.

Learning Objective 2: Employers have reacted by changing benefits, increasing deductibles, and the premiums continue to soar despite the hope of more affordable coverage.

Learning Objective 3: Individual Mandates, Employer Mandates and the pending Cadillac tax will forever change the benefits available in this country.

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Session PowerPoint:
1) Presentation Slides

Amanda Combs Amanda Combs

Demystified SEO & Digital Marketing

Biography: Amanda Combs leads the Media Department for Creating Results – directing and analyzing online and offline media plans for clients in senior living, active adult and healthcare. Amanda obtained her Google AdWords Certification in all five of Google’s advertising specialties in order to more effectively advise clients on developing digital media strategies that drive the largest amount of traffic and conversions possible. Her certification further assisted Creating Results in achieving the “Google Partner” status. Read More

As an online presence is critical to clients’ marketing success, Amanda consistently researches and evaluates new digital marketing opportunities - tying them to the overall integrated marketing plan for maximum impact. Amanda is also an expert negotiator – always working to get the best ad rates for Creating Results’ clients. This was a skill she gained as an event planner for the Rensselaer County Regional Chamber of Commerce in New York and marketing for ATCC in Manassas, VA. Amanda has been with Creating Results since 2011. She graduated with a B.S. in journalism from University of Tennessee with a public relations concentration.

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Kimberly Hulett Kimberly Hulett

Demystified SEO & Digital Marketing

Biography: Kimberly Hulett brings Creating Results clients a unique perspective on sales and marketing of their senior living communities. Her thoughtful, strategic guidance is built from her diverse work experience at all levels of senior living, as well as her innate ability to create marketing and sales strategies that resonate with consumers and build long-lasting brands resulting in strong market penetration. Read More

Even at the beginning of her career, when she was a lobbyist on Capitol Hill, Kimberly has been in sales and marketing. She has also worked for Fortune 500 companies. Yet, her experience working with both for-profit and not-for-profit senior living organizations is what led her to discover her true passion: serving older adults. In the senior living industry, Kimberly has been a catalyst for transformation by positioning the organizations she led for strategic growth while driving over $200 million of annual revenue with record profitability.

Most recently, Kimberly was Vice President of Marketing and Sales at Lifespace Communities, the seventh largest not-for-profit senior living provider, according to the LeadingAge Ziegler Top 150. In that role, Kimberly oversaw all aspects of the organization’s strategic marketing, sales and communications initiatives, which lead to high occupancy and 12 uniquely positioned communities in 7 states.

Kimberly hails from the East Coast (Massachusetts and New York) and she is an avid Red Sox fan. She graduated from Bowdoin College in Brunswick, Maine with a Bachelor of Arts, Government and Legal Studies.

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Session Description: To be consumer focused, Marketing, Sales, Communications and PR professionals must understand how it is that consumers are starting their purchase journeys – the proprietary research study of 800 adults over 40, Social, Silver Surfers found that 72% of those 65-74 will use online search to find their next home (and 75% of those 75+ did). Read More

Many Certified Senior Advisors know that SEO and SEM can be powerful “digital breadcrumbs” leading to their “digital welcome mat,” but how it all works is overwhelming. This session will lay a foundation to demystify SEO/SEM and give resources for CSAs to stay current in their understanding. Session participants will have ample opportunity to ask the digital marketing experts (who have specific senior living search expertise) their most critical questions. The session will help participants see the search experience through the consumer’s eyes, which supports the best practices in consumer friendly marketing. As many organizations choose to outsource SEO/SEM, this session will help identify key questions.

Learning Objective 1: Learn the foundations of SEO & SEM specifically for senior living/care organizations.

Learning Objective 2: Understand best practices of SEO/SEM and sources for staying on-top of future trends/changes.

Learning Objective 3: Learn how SEO/SEM work together as part of an overall marketing strategy and the top 5 actions your organization can implement after the session to ask partners to help elevate overall results and get the best value from their partners.

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Session PowerPoint:
1) Presentation Slides

Connie Goldman
(View Speaker Video)
Connie Goldman, MA, MA

Late Life Love: Romance and New Relationships in Later Years

Biography: Connie Goldman is an award-winning radio producer and reporter. Beginning her broadcast career with Minnesota Public Radio, she later worked for several years on the staff of National Public Radio in Washington D.C. Read More

For over the past 30 years her public radio programs, books, and speaking have been exclusively concerned with the changes and challenges of aging. Grounded in the art of personal stories collected from hundreds of interviews, Connie's presentations are designed to inform, empower, and inspire. Her message on public radio, in print and in person is clear—make any time of life an opportunity for new learning, exploring creative pursuits, self-discovery, spiritual deepening, and continued growth.

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Session Description: As those who are well past mid-life transitions know, the patterns of once busy lives may change drastically, including relocating, limiting some activities, probably traveling less, and often living alone following the death of a husband or dedicated partner. In our youth-oriented culture, conversations about love, intimacy, sex and meaningful relationships are rarely a subject that references elders. Connie Goldman has taken on a mission to approach this subject publicly, not only to counter just one aspect of ageism in our culture, but to share the experiences of older persons who have found late life love. Read More

This engaging presentation will include conversations shared with several couples who have designed their living arrangements to accommodate their late life love situation. It will inform and inspire those who work with older populations; because in the winter of our lives we can still find summer.

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Fritzi Gros-Daillon
(View Speaker Video)
Fritzi Gros-Daillon, CSA, MS, CAPS

Examine the Latest and Greatest Products with the “Gadget Girl”

Biography: Fritzi Gros-Daillon, Chief Advocacy Officer for Age Safe America, is a former senior move manager, who worked with 1000 families over ten years in New York while being a long-distance caregiver for her parents in California. Fritzi founded Household Guardians in 2013 as an aging in place consulting firm. Read More

Her passion for keeping family members safe in their own home environment for as long as possible has grown from years watching families struggle to make the best decisions. Her position with Age Safe America will allow her to help advisors across the United States build strong home safety consulting businesses and extend the mission of successful aging in place.

Her environmental business background, certification as a Certified Senior Advisor (CSA) and Certified Aging in Place Specialist (CAPS), plus years of experience bring a combination of expertise and perspective to the current aging in place issues. She has spoken at the national conferences for the National Association of Senior Move Managers and the America Society on Aging. Fritzi is also a HomeFit presenter for AARP throughout southern California.

Her book, Grace and Grit: Insights to Real Life Challenges of Aging for Adult Children and their Parents, has won three national awards since publication in June 2014.

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Session Description: Our clients desire the independence and dignity that have been the hallmarks of their lifestyle. Progressive medical conditions as well as dementias among significantly higher numbers in our aging population are driving the urgency of specialized home safety modifications. However, the concepts of universal design can ameliorate client concerns that their home will begin to take on the look of a hospital setting. Read More

The reality is that many homes need modification for increased accessibility and visibility by everyone, including family members and friends with physical mobility challenges. The session will include specific recommendations for a variety of levels of need and universal design ideas for multi-generation households. Practical, economical products for improved lighting and accessibility will be shared. The new technology for family member personal and household monitoring will also be shown. New products from the practical, such as gyro handle spoon for Parkinson’s clients to technology monitoring systems will be introduced as solutions to meet immediate, short-term and long-term needs.

Learning Objective 1: Examine new products for the home environment to enhance independence for clients.

Learning Objective 2: Specific product and technology solutions to mitigate physical and cognitive challenges.

Learning Objective 3: Practical, affordable products and new ideas for accessibility, adaptability and visibility.

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Kari Henley
(View Speaker Video)
Kari Henley

Building Global & Digital Communities for Positive Aging

Biography: Kari Henley is the Director of Community Relations at Silvernest, as well as a contributing member of the Pass It On Network. A seasoned entrepreneur, she has worked in medical device startups, physician marketing, non-profit leadership and virtual education development. Currently, Kari is working with Silvernest, an online home sharing platform for homeowners 50+ interested in finding a compatible roommate. Read More

Kari is co-creating a multi-episode television documentary about global positive aging initiatives and connecting the ages across the generations. A feature contributor for the Huffington Post and Sixty and Me, she is passionate about reducing social isolation, building bridges and redefining the second half of life. Kari will be leading a panel of experts from across the globe to share exciting initiatives and perspectives on transforming aging using digital community building tools, activating liaisons across the world, and sharing best practices to become advocacy leaders.

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Session Description: Join us for a lively end to our conference with a panel discussing the inspirational power of long distance and truly global connections that just get better with age. Read More

While we know the USA is experiencing an explosion in the aging population, other countries are too- and many have taken innovative approaches that will inspire, enlighten and delight. Kari Henley will lead a panel featuring Jan Hively of Cape Cod and Moira Allan from Paris, who created the Pass It On Network out of sheer determination to set an example, and embody the phrase, “We are the one’s we have been waiting for.” They will share their incredible platform of connection for liaisons in 40+ countries who come together virtually to share positive aging initiatives. Also featured are Bruce Frankel and Brian Pratt of RedString, who will showcase a truly revolutionary tool for building community in the digital world that is appealing and easy for older adults to use.


Jan Hively, Cape Cod, MA: Co-founder and US Liaison of the Pass It On Network and curator of global liaisons for cultivating advocacy leadership.

Moira Allan, Paris, France: Co-founder and International Coordinator of the Pass It On Network and global ambassador for positive aging.

Brian Pratt, Brookhaven, NY: CEO and co-founder RedString - a town commissioner, planning manager for his community, “Street-Level” Community Mechanic and Systems Architect in building sustainable communities and organizations, created technology solutions for American Express, American Medical Association, FedEx.

Bruce Frankel, New York, NY: A community and communications strategist, editor, journalist and the author of prize-winning What Should I Do with the Rest of My Life? True Stories of Finding Success, Passion, and New Meaning in the Second Half of Life. Bruce is a featured speaker on positive aging and an editor of LIVE SMART AFTER 50! The Experts’ Guide to Life Planning for Uncertain Times. He is a former senior writer at People magazine and the former New York-based national reporter for USA Today.

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Rachel Kodanaz
(View Speaker Video)
Rachel Kodanaz

Bring Your Advisor Relationship to the Finish Line: Building the Perfect Team

Biography: Rachel Kodanaz is an author, speaker and consultant helping individuals and families to Embrace Life’s Challenges. Rachel has been speaking passionately to national audiences of all sizes for over 17 years, addressing all aspects of change, growth, and acceptance that comes with embracing life challenges – those expected and unexpected. Read More

No one knows better how to embrace life’s challenges than Rachel herself. Overcoming her own adversity of being a child of a divorced family raised by her father, a widow at 31 years old with a 2 year old daughter, losing a parent and caring for aging parents, she “wows” audiences with her down to earth, current and relevant presentations – helping attendees to reach their potential by embracing and learning from all of life’s complexities.

As a presenter, Rachel strives to provide audiences with the necessary tools to help themselves, clients and family members to embrace the challenges of loss associated with death, aging, health, independence, finance and divorce. This includes building a team, approaching the challenge from many different points of view and truly creating a unique balance.

Having worked in management for Fortune 100 companies, she is fully aware of the see-saw created when personal and professional challenges collide, providing invaluable insight to Human Resources departments in support of employees who are family caregivers.

As a speaker, author, consultant and coach – her work has been featured in numerous publications, blogs, radio, conferences, company endorsements and Good Morning America.

Her books: Living with Loss, One Day at a Time and Grief in the Workplace: A Comprehensive Guide for Being Prepared are a subset of her views helping her audiences live life to the fullest while embracing the challenge.

Rachel lives an active healthy lifestyle in Colorado with her husband running, biking and hiking. She is an avid athlete including a Hawaiian Ironman Finisher.

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Session Description: As advisors we are often challenged by an array of needs from our seniors and their families. The most obvious are emotional and physical care, establishing financial arrangements and social interaction. What about learning how to manage family dynamics, creating personal boundaries and the perceived lack of education in caring for seniors? Read More

The speed in which we all move individually, electronically and as a society does not lend itself to caring for our seniors let alone ourselves. Building a team to identify the needs of the senior and establishing family caregiving parameters is vital to the livelihood and balance in a senior’s life. This workshop will identify the importance of creating a well-care plan for the family, help to identify areas of support that can be accomplished by others and lend a hand to relieve the emotional and physical burden on families allowing them to enjoy the remaining days, months and years of their seniors life. The goal is to establish a team of individuals and agencies to anticipate the needs and reduce the family stress.

This presentation will provide the attendees with thought provoking ideas, tools and techniques for building a supportive and productive team. The interactive presentation style will provide a platform to share what works and what doesn’t work establishing creative practices to provide the best care to seniors and their families creating balance, support and the ability to live life to its fullest!

Learning Objective 1: Understand the importance of the role of a family caregiver to the senior and the advisor.

Learning Objective 2: Learn ways to create a community of individuals and agencies to share the burden of caregiving.

Learning Objective 3: Learn how to help “your families” with boundaries, creating a team and taking care of themselves to create an amazing team for your senior.

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Session PowerPoint:
1) Presentation Slides

Rick Moody H. Rick Moody, PhD

Panel Discussion:
Fiduciary Responsibility and the 2016 New Labor Dept. Law

Session Description: Fiduciary responsibility rule passed in April 2016. The panel will give the history, explanation of the current rule and talk about pro and con views. Audience participation highly encouraged.

View the Dept. of Labor Fact Sheet.


Kay Van Norman Kay Van Norman

Biography: Kay Van Norman is an internationally known writer, speaker and wellness business development consultant. She directed the Keiser Institute on Aging for 3 years, and currently serves on both the International Council on Active Aging and American Senior Fitness Association boards. Read More

She’s written two books, several chapters and scores of journal articles on aging well, and her healthy aging resources won a Best Practices Award from the National Council on Aging. An international thought leader in active aging, Kay’s latest book, Exercise and Wellness for Older Adults, was translated into Chinese in 2011, and in 2012 she co-wrote, The Media’s Portrayal of Aging, a chapter for the 2012 Global Economic Forum book, Global Ageing – Peril or Promise.

Kay is the founder and president of Brilliant Aging, a consulting firm committed to promoting lifelong vitality, and translating the rapidly building global momentum toward healthy aging into business growth opportunities for diverse industries. Well known for her ability to translate research from multiple disciplines into actionable tools for varied audiences, she has worked with world renowned researchers, industry leaders, and practitioners in gerontology, senior housing, fitness and older adult wellness to build bridges between research and practical application.

She’s also known for spotting important trends and mobilizing national and international organizations into action. To combat ageism, she wrote an issue brief for the National Council on Aging, served as a catalyst for the International Council on Active Aging 2011 Changing the Way We Age © campaign, wrote about ageism for the Global Economic Forum, and speaks at dozens of national and international conferences.

Kay is currently mobilizing action around business growth opportunities for private pay assisted living that can leverage existing resources to reduce hospital readmissions; and she is helping private business develop healthy aging strategies - consistent with their brand identity - that build customer loyalty and support improved health outcomes.

Kay lives in Bozeman, Montana, and can be contacted at or (406) 587-0786.

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Anne Tumlinson(View Speaker Video) Anne Tumlinson

Daughterhood as Disruptor

Biography: Anne Tumlinson is the founder of Daughterhood, an organization dedicated to providing content and information for women navigating the health and elder care systems on behalf of their parents. Read More

Anne recently launched Daughterhood Circles, an initiative to create local communities of women all over the country who can educate and inform each other about caring for aging parents. The daughterhood blog is distributed to subscribers, HuffPost50 readers and readers, as well as to a growing social media following. In support of this work, Anne researches, writes and speaks about innovation in aging services product and content design, with blogs in Health Affairs and McKnights.

Anne Tumlinson has over two decades of research and consulting experience in aging services financing and delivery. Her work encourages and supports innovation in how we pay for and deliver care to frail older adults. Anne has testified before the U.S. House Energy and Commerce Committee, the Senate Aging Committee, the Congressional Long-Term Care Commission, and the Bipartisan Policy Center.

Anne has served in a variety of positions over career, including as a Senior Vice President at Avalere Health, where she created a navigation tool to improve collaboration and coordination between hospitals and post-acute care providers in making discharge placement decisions for frail older adults. Prior to that, she worked at the White House Budget Office and as a health and aging policy aide for Congressman John Lewis (D-GA). She earned a Masters in Human Services Management from the Heller School at Brandeis University.

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Session Description: There are three national trends that are creating a perfect storm. In just five years, the rate of growth population over age 85 is going to begin to accelerate and growth in the number of caregivers will decline. Financing streams will tighten and, as a result, senior housing and care delivery innovation will not be ready to meet demand. Read More

At the center of this storm is the daughter -- a working 50 - 60 year old woman with constrained economic resources and too many demands. These caregivers have been the backbone of the delivery system for long-term services and supports to older adults. They have also been doing much of the work the health care system fails to do managing and coordinating across medical and long-term care for very frail older adults with complex conditions.

This group of Americans has, so far, suffered in silence. Unaware of that their personal challenges are part of a larger problem but waking up to how problematic the system is. This session will explore how the current system is ill prepared for the future, what it will take to fix it, how the caregiver is central to this challenge and what she needs, and what a family-friendly, aging-friendly marketplace could look like.

Finally, this presentation will give the audience concrete steps to take to prepare their businesses, their lives and their communities for the change we need.

Learning Objective 1: Audience will learn fundamentals of financing and delivery of care for older adults.

Learning Objective 2: Audience will learn about the economic contribution of unpaid caregivers and why they are making the largest contribution.

Learning Objective 3: Audience will learn about policy, political and societal changes that could disrupt current system.

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Session PowerPoint:
1) Presentation Slides

Kay Van Norman Kay Van Norman

Financial Security and Lifelong Health: Bridging These Top Two Client Concerns to Maximize Fiduciary Rule Compliance

Biography: Kay Van Norman is an internationally known writer, speaker and wellness business development consultant. She directed the Keiser Institute on Aging for 3 years, and currently serves on both the International Council on Active Aging and American Senior Fitness Association boards. Read More

She’s written two books, several chapters and scores of journal articles on aging well, and her healthy aging resources won a Best Practices Award from the National Council on Aging. An international thought leader in active aging, Kay’s latest book, Exercise and Wellness for Older Adults, was translated into Chinese in 2011, and in 2012 she co-wrote, The Media’s Portrayal of Aging, a chapter for the 2012 Global Economic Forum book, Global Ageing – Peril or Promise.

Kay is the founder and president of Brilliant Aging, a consulting firm committed to promoting lifelong vitality, and translating the rapidly building global momentum toward healthy aging into business growth opportunities for diverse industries. Well known for her ability to translate research from multiple disciplines into actionable tools for varied audiences, she has worked with world renowned researchers, industry leaders, and practitioners in gerontology, senior housing, fitness and older adult wellness to build bridges between research and practical application.

She’s also known for spotting important trends and mobilizing national and international organizations into action. To combat ageism, she wrote an issue brief for the National Council on Aging, served as a catalyst for the International Council on Active Aging 2011 Changing the Way We Age © campaign, wrote about ageism for the Global Economic Forum, and speaks at dozens of national and international conferences.

Kay is currently mobilizing action around business growth opportunities for private pay assisted living that can leverage existing resources to reduce hospital readmissions; and she is helping private business develop healthy aging strategies - consistent with their brand identity - that build customer loyalty and support improved health outcomes.

Kay lives in Bozeman, Montana, and can be contacted at or (406) 587-0786.

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Session Description: Meeting the new fiduciary rule presents a unique opportunity to strengthen client relationships and lead with innovation. Adults over 55 consistently cite building financial security and maintaining health as their top two aging concerns. However, even clients committed to managing financial assets often fail to give thoughtful consideration to managing their health and vitality. Read More

It is unfortunately very common for assets that clients have spent a lifetime building to be virtually wiped out by preventable health conditions and healthcare crises. Professionals who are able to effectively address both concerns can maximize their value proposition to clients and demonstrate their commitment to the fiduciary rule.

This session outlines Vitality Portfolio®, a strategy employing the familiar structure of a financial portfolio to help clients evaluate their vitality status, mitigate common risks to well-being, and create a practical roadmap for lifelong health. It outlines how to make regular health deposits in the physical, social, emotional, intellectual, vocational and spiritual dimensions of wellness, and describes the need for developing foundation assets (i.e. resilience, meaning and purpose, etc.) necessary for lifelong vitality. This session will also lead participants through an interactive ageism questionnaire to demonstrate how ageism can sabotage health choices and behaviors, and will outline how Vitality Portfolio® resources are uniquely designed to not only educate, but to move clients from intentions into actions for lifelong vitality. Finally, this session will provide resources to help navigate issues presented by cognitive changes, and identify three health "assets" everyone absolutely must cultivate to prevent functional decline and dependence. Bridging financial strategies with healthy aging resources exhibits a high profile commitment to representing the best interest of clients, reveals that your concern for clients extends beyond financial assets, and contributes to the global momentum towards healthy aging initiatives.

Learning Objective 1: Articulate how professionals addressing both financial and health concerns of clients can strengthen client relationships and bolster fiduciary rule compliance.

Learning Objective 2: Outline Vitality Portfolio® “health building” strategies – create a plan, balance wellness assets, manage health risks, make regular deposits, and evaluate regularly.

Learning Objective 3: Describe how “health building” can help clients prevent avoidable healthcare crises that often deplete assets in the last years of life.

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Session PowerPoint:
1) Presentation Slides

Dr. Cynthia D. Woodley Dr. Cynthia D. Woodley

Accreditation and Certification: Powerful Assets When Used and Understood

Biography: Dr. Cynthia D. Woodley, Vice President of Professional Testing and lead psychometrician has served as the program manager for various personnel certification programs for over 20 years. Read More

Prior to becoming a full time employee of Professional Testing, Dr. Woodley was a visiting professor at the University of Central Florida where she taught graduate courses in Measurement and Evaluation, Educational Research and Statistics, and Vocational Teacher Education. While on the faculty of UCF, Dr. Woodley supervised the development of over 10 Florida Teacher Certification Examinations and managed the administration of over 20 Florida Vocational Teacher Certification Examination Programs.

Dr. Woodley has been actively involved with the American National Standards Institute (ANSI) and the International Organization for Standardization (ISO) in the development of ISO/IEC 17024. Dr. Woodley was among the very first group trained to serve as ANSI assessors (auditors) for ISO 17024 and has served as an assessor ANSI and a technical expert for the Standards Council of Canada (SCC). Dr. Woodley has experience in preparing examination programs and clients for third party accreditation including review by the Buros Institute at the University of Nebraska and ANSI. Dr. Woodley’s expertise and experience with ANSI/ISO includes:

  • •Serving as an Assessor (Auditor) for the ANSI Personnel Certification Program based on the ISO/IEC 17024 Standard,

  • •Serving as a technical expert for the Standards Council of Canada for ISO/IEC 17024 accreditation audits,

  • •Serving on the ISO Conformity Assessment Committee (CASCO) Working Group (WG) 21 to develop competency based standards for auditors,

  • •Serving as the convenor (chair) of ISO CASCO WG 30, the international working group that authored ISO/IEC 17024:2012 and ISO/IEC 17027: Conformity Assessment – Vocabulary related to competencies of persons used for certification of persons

  • •Serving as the convenor (chair) of ISO CASCO WG 42, the international working group that is revising ISO/IEC 17011 the standard for the operation of Accrediting Bodies

  • •Serving as the convenor (chair) of the International Accreditation Forum (IAF) WG for ISO/IEC 17024

  • •Serving as the convenor (chair) of the IAF Task Force for Assessor Competency,

  • •Serving on ANSI’s International Conformity Assessment Committee (ICAC),

  • •Serving on the Chairman’s Policy Committee at the International Organization for Standards (ISO),

  • •Serving on ANSI’s Board of Directors,

  • •Serving on the ANSI WorkCred Board of Directors,

  • •Serving on the ISO Technical Interface Group (TIG), and

  • •Serving as an Official Representative and Communicator for ISO.

Dr. Woodley is active in licensure and certification serving on numerous professional committees and organizations, and is frequently a speaker at national and international conferences. Dr. Woodley has presented on the topic of ISO/IEC 17024 at various national and international conferences including the International Personnel Certification Congress in Athens, Greece; the Association of Test Publishers annual conference; the European Association of Test Publishers; the Institute for Certification Excellence (ICE); and at the Council on Licensure, Enforcement and Regulation annual conference (CLEAR). Dr. Woodley is also a frequent speaker and presenter internationally in the area of certification of persons, accreditation of certification programs and standards for certification bodies.

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Session Description: Professional certifications communicate important information to employers, fellow professionals and the public about the competence of the person holding the certification. But not all certifications are created equal and unfortunately there are meaningless certifications out there that have been awarded to individuals who have not demonstrated anything other than the ability to pay a fee to receive the credential. Accreditation of a body awarding the certification provides assurance that the certification body has met rigorous standards and industry best practices in developing and awarding certification. Read More

Certified Senior Advisors (CSAs) have demonstrated they have knowledge about the contemporary issues facing older adults. Professionals who successfully pass a knowledge examination and background check are awarded the certification by the Society of Certified Senior Advisors (SCSA). SCSA has been accredited by two of the premier accrediting bodies in the United States, the National Commission for Certifying Agencies (NCCA) and the American National Standards Institute (ANSI). SCSA’s most recent accreditation by ANSI is against an International Standard (ISO/IEC 17024: Conformity assessment – General requirements for bodies operating certification of persons).

This session will explore the value associated with accreditation and certification to enable CSAs to proficiently communicate to their stakeholders what being a CSA means and why this certification provides assurance of the competence of the CSA.

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Session PowerPoint & Handouts:
1) Presentation Slides 2) ISO Focus Sept. 2011 3) ISO Focus Nov. 2009 4) Standards Engineering Article

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