Conference Speakers

Keynote Speaker

Kim Becking, JD
Chief Motivator, Momentum Motivation

The Society of Certified Senior Advisors is excited to have Kim Becking as our 2024 Conference Keynote Speaker on Tuesday morning. With a rare ability to connect at a deeper level with her audiences, Kim is an in-demand speaker who empowers leaders to conquer change, become more resilient and accelerate success no matter what life throws at them. Please be sure to check out Kim's profile and session details along with all of the 2024 CSA Conference speakers listed below!

Kim's Speaker Bio

Plenary Speaker

Angela Green Urbaczewski
Founder & Fractional CMO, RevOppAI

Our Plenary Speaker Wednesday morning is Angela Green Urbaczewski who will talk about how to leverage AI to deliver personalized experiences to your clients and employees. Angela’s experience in leadership at the YMCA of Metro Denver, Christian Living Communities, Solutions Advisors, & Bethesda Senior Living gives her a broad grasp of aging, wellness, and lifestyle products. Check out Angela's profile and session details and get ready to dive in to AI!

Angela's Speaker Bio

Katherine Ambrose, CSDC, CSHP, SRES

America’s Senior Home Coach ®
Empowered Senior Inc

Hedva Barenholtz Levy, PharmD, BCPS, BCGP

Director
HbL PharmaConsulting

Kevin Berwald, CFP®, CHFC, CLU

CMO, National Sales Manager
Catalyst4growth

Valerie Borgman, CSA, CPRS

Founder & President
Clear Path Senior Living Solutions

Dee Childers, MA, CMC

Founder
Life Changes Elder Care Consulting LLC

Paul W. Flowers, CSA

President
CIRCA 46

Matt Gurwell, Retired Ohio State Patrol

Developer-Beyond Driving with Dignity
Senior Care Authority

Althea Halchuck, EJD, CT, BCPA

Death Maven™, Board Certified Patient Advocate
Ending Well! Patient Advocacy

Michael Haubrich, CFP®, CSA

Founder and President
Financial Service Group

Peter Hershon, CLU®, ChFC®

Senior Vice President, Account Services
Coventry

John Kailunas II, LUTCF, FSS

Founder
Catalyst4Growth

Rob Kanyur

SVP
Fairway Independent Mortgage Corporation

Dr. Anne Kenny, MD

Founder
Together in Dementia

Denise Lee, CPO®, CSA

Owner
Clear Spaces, LLC

Kerry Morris, CFP®, CFEd®

Founder
HonorShield LLC

David Moyer, CSA

Founder/Owner
Elder Honor, LLC

Dawn Noble, CPA, CFP®, Certified Scrum Master

Grand Canyon University

Diane Omdahl, RN, MS

President and Co-Founder
65 Incorporated

Chris Orestis, CSA

President
Retirement Genius

Pam Ostrowski, CSA, CDP®

Alzheimer's Family Consulting

David Petroski, CSA

Founder / HR Specialist
Grandma Joan LLC and LCA LLC

Carol Lee Roberts, CFP®, CeFT, CDFA

President
Institute for Divorce Financial Analysts

Paul Rose

Managing Partner
Western Asset Protection

David W. Russell, CFP®, CSA, CTFA

Vice President, Wealth Advisor
Argent Trust

Emily Sharpe, JD

Founder and CEO
Guiding Generations

Matthew Smith, CSA

Vice President of Training and Support
Amada Senior Care

Sonny Sorrentino, M.A., CADC, CSA

Executive Director
Yours in Success

Jon Thomas, ChFC, CLTC

Director of National & Strategic Accounts
Amada Senior Care

Brian Watson

Community Outreach Specialist
R.O.S.E. Resources/Outreach to Safeguard the Elderly

Laura Wayman

Owner/Operator
The Dementia Whisperers, Inc

Dr. E. Ayn Welleford, MSG, PhD, AGHEF

Assoc Professor & Gerontologist for Community Voice
VCU Department of Gerontology

Dr. Jan Vinita White, PhD

Freelance Gerontologist
Freelance Consulting

Darra Wray, MBA, CSA

Founder - My Data Diary+®
My Care Companions and My Data Diary, LLC

Thank you to our 2024 conference sponsors! Our conference wouldn't be possible without their support.