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CSA Conference Speakers

2018 CSA Conference

2018 CSA Conference Speakers

The 2018 CSA Conference Program Committee is pleased to present the speakers for the 5th annual CSA Conference.

General Session Speakers

 

Jane W. Barton, MTS, MASM, CSA

Jane W. Barton, author of Caregiving for the GENIUS, is a passionate national speaker, writer, and listener. As the founder of Cardinal, LLC, she provides educational programs, books, videos, podcasts, and blogs to assist people in confronting the daunting challenges posed by aging, caregiving, and the end of life.

Learn more about Jane and her Keynote Session, No Mulligans on the 18th Hole - Reflections on My Experience of My Brother's Death.

Matt Paxton

Matt might look familiar because he is one of the top extreme cleaning experts in the country, as featured on the hit television show HOARDERS. Paxton started cleaning out houses after his father and grandparents passed away in the same year. His business Clutter Cleaner focused on solving difficult living situations caused by extreme clutter. Legacy Navigator was founded on his expertise in extreme cleaning and experience in managing his family’s estates. Matt appears regularly as a public speaker, television guest and radio personality, talking about our emotional attachment to items and how to manage successful downsizing.

Learn more about Matt and hi Keynote Session, STUFFED: A Brief History of Possessions and How they Impact Aging


Breakout Session Speakers

Cindy Arledge, MBA

Cindy Arledge, MBA is a three time #1 Best Selling author, speaker, and visionary leader of the legacy planning movement. She is passionate about disrupting the estate planning industry to prevent inheritance failures before they happen.  Cindy has turned her family’s destruction into a message of hope to others.  As the founder of the Legacy Family Revolution, she assists family leaders and professional advisors by providing workshops, retreats, and private mentoring to share the framework, tools, and best practices to prepare heirs.  Cindy’s powerful combination of firsthand experience and extensive knowledge provides a fresh new approach to an age-old problem.  

Learn more about Cindy and her Breakout Session, Legacy Family Planning, The Missing Link.

Suzanne Asaff Blankenship, MBA

Suzanne, who has spent two decades managing care for her elders, has found advocacy and elder-centric service a rare commodity for our seniors. Choices for loved ones can be hard and are often made under the pressure of time and emergency situations. Suzanne’s guidance helps family members navigate more easily through the eldercare journey and advocate effectively for their elder. Suzanne brings some sanity to an otherwise randomly arriving responsibility, easing the load with her tongue-in-cheek humor.

Learn more about Suzanne and her joint Breakout Session with Nadine Roberts Cornish, CSA, Improving Outcomes by Building a Team with the Families of Seniors.

Chuck Bongiovanni, MSW, MBA, CSA, CFE

As CarePatrol’s Chief Executive Officer, Chuck Bongiovanni is responsible for CarePatrol’s 25-year strategic vision, as well as leading the company’s national expansion and services strategy development. Since then, CarePatrol has the grown to more than 150 offices nationwide. providing personalized expert placement services to seniors and families.

Learn more about Chuck and his Breakout Session, Is Patient Choice Becoming a Pre-Existing Condition; Assisted Living, Homecare Options.

Tom Breedlove, MBA

Tom brings more than 30 years of business experience, including more than a decade as Director at Breedlove & Associates – now known as Care.com HomePay – the nation's leading household employment specialist. Co-author of The Household Employer’s Financial, Legal & HR Guide, Tom has led the firm’s education and outreach efforts on this complex topic. His work has helped HomePay become the featured expert on dozens of TV and radio shows as well as countless business, consumer and trade publications.

Learn More about Tom and his Breakout Session, Consumer-Directed Care: What CSA’s Need to Know.

Denise Brown

Learn more about Denise and her Breakout Session, The Caregiving Years: Six Stages to a Meaningful Journey.

Katlyn G. Clifton, MA, COS, CSA

Katlyn Clifton is currently the Director of CTandM in Gallatin, TN which hosts around 200 older adults in an independent living retirement campus. The company strives for excellence in both on-site housing and pro-bono consulting for older adults in Sumner County.  

Learn more about Katlyn and her Breakout Session, Intentional Aging: A More Successful Journey.

Nadine Roberts Cornish, CSA

Nadine Roberts Cornish, CSA is owner of The Caregiver’s Guardian, LLC. For the past eight years she has care managed, coached and consulted with family caregivers throughout the country.  Her inaugural book, Tears In My Gumbo, The Caregiver’s Recipe for Resilience chronicles her personal caregiving experience and professional journey working with family caregivers.  She identified the 5 Steps of Conscious Caregiving and is emphatic that self care is non-negotiable.


Nadine is on a crusade to raise awareness about issues impacting the caregiver and to sound the alarm about the work that we, as a society must to do to prepare for the caregiving tsunami that we will all be impacted by.   Speaking and conducting lunch and learn series, symposiums with businesses and churches are a few of the ways in which she has launched the “Care-ocity” campaign.

Learn more about Nadine and her joint Breakout Session with Suzanne Blankenship, MBA, Improving Outcomes by Building a Team with the Families of Seniors.

JD Dinnocenzo, CSA, CMP, MBA

JD Dinnocenzo is a Certified Mortgage Planner, Certified Senior Advisor, Reverse Mortgage Specialist and Licensed Mortgage Banker and works for Cross Country Mortgage, a national residential lender based in Brecksville, Ohio. His undergraduate degree in Management and Accounting was earned at Thiel College in Greenville, Pennsylvania and he graduated from The University of Houston in Houston, Texas with an MBA. Dinnocenzo is a nationally licensed loan officer and holds with individual state licenses in Florida, Pennsylvania and Connecticut. JD Dinnocenzo is also a member of the Board of Directors of the Palm Beach Florida Guardian Association.

Learn more about JD and his Breakout Session, Moving Forward in Reverse.

Sylvia A. Gordon, JD

Sylvia Gordon is the President and co-owner of Gordon Marketing, one of the largest FMO/NMO/IMO offices in the nation. Founded over 30 years ago by her father, Dick Gordon, as a regional Health Insurance Agency, Sylvia and her sisters Rebecca and Theresa took the company national in 2006. As the only female owned and operated FMO in the nation, Gordon Marketing has a niche unto themselves and has attracted agents that value face-to-face and relationship-based support and training.

Learn more about Sylvia and her Breakout Session, The MOON Rule and How Your Clients are Being Manipulated By Under Observation Status.

Fritzi Gros-Daillon, MS, CSA, CAPS

Fritzi Gros-Daillon founded Household Guardians in 2013 as an aging in place consulting firm in the San Diego area.  She serves currently as the Chief Advocacy Officer for Age Safe America. 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 environmental business background, Master’s Degree from the Executive Program at Columbia University, certification as a Certified Aging in Place Specialist (CAPS), Certified Senior Advisor (CSA) and years of experience bring a combination of expertise and perspective to the current aging in place issues.

Learn more about Fritzi and her Breakout Session, Tough Love: Grab Bars Are the New Seat Belts.

Michael P. Haubrich, CFP®, CSA

Michael P. Haubrich is the founder and president of Financial Service Group, Inc., a fee-only financial life planning firm located in Mount Pleasant, Wisconsin celebrating its 35th year. Mike is the author of Career Asset Management: Getting Ahead, Staying Ahead and Using Your Head to Maximize your Career Value. He specializes in working with clients and their families in addressing the unique financial and other planning needs in later-life and for those with developmental disabilities.

Learn more about Michael and his Breakout Session, Working with Clients Confronting Diminished Capacity.

Ernie Ianace

Details about Ernie Coming Soon!

Learn more about Ernie and his Breakout Session, Working with Clients Confronting Diminished Capacity.

Magda Kaczmarek, CAMS, CFE, AMLP, CPCA

Magda has over 15 years of experience in the banking and financial services industry. She is a regulatory compliance and anti-money laundering subject matter expert, and her experience also encompasses front line operations as well as the management of enterprise compliance programs, internal audits, investigations and remediation projects.

Learn more about Magda and her Breakout Session, Money Laundering, Fraud and How It Happens in the Vulnerable Sector, the Seniors.

Roger McManus, MBA

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 Roger and his joint Breakout Session with Timothy Rowan, Grow Your Home Care Census with Your Online Reputation.

Kelly Grace O'Connor, MA, CSA

Kelly Grace O’Connor began a heartfelt second career in the senior living industry in 2010, specializing in moves and transitions. She has worked in almost every area of the field: independent living, assisted living, memory care, skilled nursing, hospice and home care. She holds a master's degree in Spiritual Psychology and a Professional Advancement Certification in Gerontology. She proudly holds the designation of Certified Senior Advisor and serves on the board of the Denver Leaders Network.

Learn more about Kelly and her Breakout Session, One Event, Endless Clients - How Cause-Related Marketing Fattens Your Network and Your Wallet.

Jennifer Ramona

Jen Ramona is the National Director of Business Development at Homewatch CareGivers, LLC. Her expertise includes over 15-years of operations and marketing management in services supporting older adults and individuals with disabilities, including the development and roll-out of the Neurorehabilitation and Cardiopulmonary Specialties for the nation’s largest home health and hospice provider.

Learn more about Jennifer and her Breakout Session, Improve Healthcare Outcomes, Satisfaction and Engagement Through Shared Decision Making.

Timothy Rowan, M.A.

Tim Rowan has been a student of home care technology since 1993. Following five years at IT Director for a large Colorado Home Health provider, he took over the reins in 1999 as editor of Home Care Technology Report, the industry's most widely read journal covering technology for in-home care providers as well as the state and federal regulations that impact them. After 18 years of vendor and provider interviews, hundreds of product demos and thousands of news articles, Tim has become the industry's recognized technology expert. Based on the expertise gathered through this experience, Tim has built a successful consulting practice, helping home health, home care, and hospice providers make informed software vendor selections.

Learn more about Tim and his joint Breakout Session with Roger McManus, Grow Your Home Care Census with Your Online Reputation.

Sheri L. Samotin, CLFP, NCG, PDMM

Sheri Samotin, President of LifeBridge Solutions is a licensed professional fiduciary and founder of LifeBridge Solutions.  Sheri is the author of Facing the Finish: A Road Map for Aging Parents and Adult Children. Sheri brings more than 35 years of business and management experience to LifeBridge Solutions.

Learn more about Sheri and her Breakout Session, Tales from the Trenches: What Happens (In the Real World) with Advance Health Care Directives and End-Of-Life Decisions.

Lucas Siegel

Lucas Siegel is a thought leader in technology, financial disruptions, and advocate of people unable to access the resources needed to live healthy and dignified lives. He is known for targeting industries in desperate need for ethical disruption and goes direct to consumer to protect the underdog. 

Learn more about Lucas and his Breakout Session, What Insurance Companies Don't Want You to Know.

Susan Wielechowski

In 2009, Sue Wielechowski, an entrepreneur with a heart, started Aging Alternatives in New Jersey when caring for her aunt Dorothy Hamburg. Her aunt, following an accidental fall which required physical therapy and rehabilitation, was ‘temporarily’ placed into what can only be referred to as a ‘warehousing’ type of nursing home. Over the course of a few weeks, the temporary stay became permanent. As a result, Sue’s journey into private residential care and ultimately into franchising began. She developed a much-needed alternative to the standard, large-scale nursing home. Sue terms the approach as “Person Direct Care.” She has devoted her life to focus on those individuals who she believed were not fairly, or even humanly represented in the home care community – she is: graciously caring for those who cannot care for themselves. 

Learn more about Susan and her Breakout Session, Person Directed Care: Alzheimer’s and Dementia – An Effective Alternative.


VIA Session Speakers

Sue Adams, MBA

Serving as Founder and Principal of EnVision Strategies, LLC, Sue Adams plays a major role in pre-retirement, retirement, and wealth preservation planning. The nationwide firm stands apart taking a holistic approach to longevity planning preparing for the second half of life. Sue and firm partners are well versed in social security, tax, estate, long-term care, and the many areas of planning related to living longer. Sue’s commitment to this role is unparalleled in the industry.

Learn more about Sue and her VIA Session, Include Longevity Planning in your Retirement Strategy.

Rick Gow, CSA

Rick is a seasoned Wealth Management Advisor with Lara, May & Associates, LLC, originally licensed some 25 years ago, and today is a nationally recognized speaker on many senior related long term care financial planning topics. Previously, he worked in Morgan Stanley’s Global Wealth Management Group focused on wealth accumulation strategies and income producing investments for affluent individuals across the country and it was there that he realized his heart is in helping our aging population and their loved ones during what can be a stressful and difficult time of life.

Learn more about Rick and his VIA Session, Essential Documentation for Seniors.

Sydney J. Kennedy, CSA

Sydney started her career in Canada becoming a leader in the HR industry in the oil patch in Alberta. Moving to Vancouver, BC, Sydney started a successful conference planning and production company for entrepreneur workshops. Marrying an American, she moved to the US, and volunteered as a fundraiser working for animal causes, before once again, designing and producing business conferences. In 2006, Sydney chose to start a career in senior housing as a placement specialist.

Learn more about Sydney and her VIA Session, Learn How the Best Placement Agencies Are Your Valued Partners.

Karen L. Kopan, DNP, APRN, ACNP-BC

Dr. Karen Kopan is a Nurse Practitioner in the Intensive Care Unit at NorthShore Evanston Hospital.  She trail-blazed the role more than 20 years ago, paving the way for several hundred nurse practitioners who now work in the health system.  She received her Master of Science in Nursing from the University of Pennsylvania in Philadelphia and her Doctorate degree from Rush University in Chicago. 

Learn more about Karen and her VIA Session, Intensive Care 101: Common Older Adult Diagnoses and Life-Sustaining Technologies.

Angela McCants, CSA, CSHP, MS, Realtor

When Angela transitioned from being a Montessori Guide to a career allowing her more time with her own school-age children, she was amazed at the similarities between real estate and what she had always enjoyed. She could still love on families and individuals, educate and protect, and invest in the community, while using her problem-solving skills and creativity, and studying to better understand her clients’ individual needs. Along the way, she has also mastered the art of collaboration with other professionals so as to provide a holistic approach for every unique situation. Angela is an invaluable asset to her clients. She gives them an enriching experience navigating the buying or selling process, and in return reaps the intrinsic rewards. Angela helps to create joyful transitions!

Learn more about Angela and her VIA Session, Avoiding Common Mistakes When Moving Mom and Dad.

Brady Murphy

Brady is a serial entrepreneur, accomplished speaker and currently acts as the Vice President of Sales and Marketing at AlayaCare. AlayaCare is disrupting the home care space with a revolutionary vision that combines virtual care and traditional home care software for small, medium and enterprise service providers.

Learn more about Brady and his VIA Session, Big Data, Meet Homecare: How Artificial Intelligence Can Help Your Clinicians Prevent Readmissions.

Ryan Ponsford

Ryan Ponsford has been involved in wealth management, real estate, and philanthropy for over two decades.  From designing strategic solutions for families and rapidly growing companies, to founding and expanding Main Street Philanthropy, a non-profit organization, his experience is extensive, yet built upon a repeatable set of principles.  With American Advisors Group, he leads a team specializing in designing solutions and education for professionals serving the retirement marketplace on how to effectively integrate home equity into their clients’ financial strategies.

Learn more about Ryan and his VIA Session, Integrating Home Equity into a Financial Solution for Seniors.

Erika Walker, MBA, CSA

Erika Walker, owner of SAGE WAVE Consulting, LLC, conducts strategic 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. 

Learn more about Erika and her VIA Session, Methods for Engaging Family into Formal and Informal Financial Issues.


To connect with this year's expert speakers and benefit from the tremendous sessions taking place at the 2018 CSA Conference, reserve your seat today.

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