Events Professional Services

Professional Services

CSA Conference 2026

11th edition

Trade-orientedMid-sizeIn-personNational draw
📅 14 August 2026 – 16 August 📍 The Westin Westminster, Denver, US ↗ 🏢 Society of Certified Senior Advisors (CSA) 🔁 annual

30

Exhibitors

400

Attendees

The 11th Annual CSA Conference brings together Certified Senior Advisors and professionals working with seniors, featuring educational sessions, networking, and industry-specific training.

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Delivery within 24 hours · $1,250

⚠️ The exhibitor list for this event isn't publicly accessible yet. We'll work on it once you submit a request.

Venue

The Westin Westminster

Hotel venue · 4,134 m² · 1 halls · ~1,200 people

A full-service hotel in Westminster, Colorado, offering over 44,000 sq ft of meeting space, including a 12,000 sq ft ballroom and 17 meeting rooms. Located between Denver and Boulder, it features on-site dining and panoramic views of the Rocky Mountains.

📍 10600 Westminster Blvd, 80020 Westminster, US

Operated by Marriott International

5 events tracked at this venue → Venue website ↗

Organizer

Society of Certified Senior Advisors (CSA)

Nonprofit · Centennial, United States · Founded 1988

Provides educational programs and the Certified Senior Advisor credential to professionals working with seniors.

Full portfolio ↗

Why people attend

To earn CE credits, network with other professionals, and find tools/services for senior clients.

Sample matches

Filtered to a Series-B SaaS ICP. Your filter will be different.

Sample Match A

example.com

91 — High
Enterprise SaaS200–500 employeesAmsterdam, NL

"Strong ICP match: Series B, EU expansion, VP Engineering and CTO attending."

Sample Match B

example.io

79 — Medium
Cloud platform50–200 employeesLondon, UK

"Mid-stage SaaS with active GTM motion; product-led growth signals align with ICP."

████████ ██████

████████.io

██ — Medium
████████████ 200–500 employees ████, ██

"████████████████████████████████████████."

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to unlock all matches

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████████ ██████

████████.io

██ — Medium
████████████ 200–500 employees ████, ██

"████████████████████████████████████████."

Submit your ICP
to unlock all matches

Request intelligence →

Speakers

22 speakers at CSA Conference

G

Gretchen Kingma

CEO & Founder · Empowered Homes

"Rethinking How We Reach Seniors: Engaging The Sandwich Generation to Better Serve Aging Adults"

sandwich generationsenior services marketingfamily-centered communication
M

Matt Paxton

Founder & CEO · Clutter Cleaner & Transition Franchise Brands

"Opening Keynote: Thank You and You're Welcome - Beating Entrepreneurial Fatigue in the Aging Industry"

entrepreneurial fatigueaging industrycaregiving
S

Susan Kramer

Founder · Kramer Consulting

"Grief-Informed Care Across the Aging Journey: Lessons from JADE’s National Work"

Bio

Susan Kramer, CEO and founder of Kramer Consulting, partners with nonprofit organizations and empowers them to emerge into new eras of prosperity fueled by relationship-based giving. Susan’s radical approach to development has transformed the giving landscape at every organization she has crossed paths with and earned her a reputation as a thought leader and disruptor in the non-profit industry. In her 20 years of senior leadership, she has driven millions in donations, developed a new generation of leaders, and connected countless individuals to the heart of what inspires them to give of their time, talent, and treasure. Susan Kramer holds a Masters in Non-Profit Management from Regis University, a Bachelor of Science in Psychology, and is a certified Competent Toastmaster. She also has a tambourine and a pair of gossamer fairy wings hanging on her living room wall. She is a true believer that every hard journey will have a celebratory end and that the “magic” we need to catalyze change is always within us if only we have the courage and heart to look deeply enough.

grief-informed careagingnonprofit
J

Jennifer Tadjedin

Death Doula and Certified Senior Advisor · The Heartwood Collective

"Let's Talk About Death: Empowering Clients to Prepare for the Inevitable"

Bio

Jennifer Tadjedin is a Death Doula and Certified Senior Advisor who brings both personal insight and professional dedication to her end-of-life work. After a career in advertising, Jen pursued a major shift toward more meaningful, human-centered work. Her deep comfort with death and dying, shaped by personal life experiences, became the foundation for a new path rooted in service and compassionate presence. Jen is driven by a strong desire to help others approach the end of life with clarity, empowerment, and peace. Through one-on-one doula support and educational planning workshops, she works to normalize conversations about mortality and help individuals and families face this natural stage of life with openness and confidence. She offers an extra layer of advocacy, education, organization, and companionship—helping people get ahead of the details so they can spend their final years knowing they’re calling the shots. Her approach centers on creating space for honest dialogue, supporting both the dying and their loved ones through practical planning and emotional preparation. Jen helps individuals complete their advance directives, organize their life files, plan death celebrations, and ensure their affairs are in order—not only as a gift to loved ones, but as assurance and control for themselves. She takes comfort in providing guidance to those facing death—support they might not have otherwise. Rather than depleting her, she feels empowered and fulfilled by the work.

end-of-life planningdeath doulaadvance directives
B

Bob Roth

Executive Director; Meditation Teacher · David Lynch Foundation

"Collaborative Community Solutions: Improving Outcomes Following Health Events"

transcendental meditationstress reductionsleep

Also speaking at Aspen Ideas Festival

C

"Collaborative Community Solutions: Improving Outcomes Following Health Events"

LinkedIn ↗
healthcarecommunity solutionshealth outcomes
M

Martha Shedden

President & Co-Founder · National Association of Registered Social Security Analysts (NARSSA)

"Plenary Session: Financial Security - Is it Possible in the Longevity Economy?"

Bio

Martha Shedden is one of the nation’s leading experts on Social Security planning and retirement education. As President and Co-founder of the National Association of Registered Social Security Analysts (NARSSA), she has trained thousands of financial advisors, tax professionals, and retirement specialists on how to navigate the complex web of Social Security rules to help Americans make optimal claiming decisions. With a background in engineering and years of experience in retirement income planning, Martha brings analytical precision and a practical, client-first approach to one of the most misunderstood elements of personal finance. Her mission is simple but urgent: to educate both professionals and the public on the true value of Social Security. Precisely, how smart, personalized decisions can translate into tens or even hundreds of thousands of dollars in lifetime income. Martha is a trusted voice in the media, frequently contributing to financial publications and appearing as a guest expert on podcasts, webinars, and at industry conferences. She is a passionate advocate for proactive financial literacy, especially among women, Baby Boomers, and self-employed individuals who are often underserved in traditional retirement planning conversations. Her writing and presentations are clear, actionable, and deeply rooted in real-world insight. She believes Social Security is more than just a government benefit—it’s an earned retirement asset, an insurance policy, and a financial lifeline that deserves far more attention and respect.

Social Security planningretirement educationfinancial security
D

Dennis Rinner

Director of Strategic Accounts · GoldenCare An Integrity Company

"Plenary Session: Financial Security - Is it Possible in the Longevity Economy?"

Bio

Dennis Rinner has over 35 years of experience and has conducted over 2,500 workshops, with thousands trained. He has helped his company become recognized leaders in the Long-Term Care/Short-Term Care insurance market, with over $1 billion in sales. With a Bachelor of Science degree in Business with an emphasis in Insurance from San Diego State, Dennis excels at communicating the importance of planning ahead for care to Medicare Specialists, Financial Advisors, Life, and Annuity Professionals. His training provides agents with valuable tools to help support their sales success, taking the complex, making it simple, and giving professionals actionable strategies that work.

financial securitylongevity economylong-term care insurance
R

Renee A. Hanson

Private Wealth Advisor, Author · Society of Certified Senior Advisors

"Finding Your Financial Identity"

Bio

Renee brings more than 35 years of experience in comprehensive financial planning, with deep expertise in portfolio risk management, income strategies, retirement planning, and insurance solutions. She is the author of the groundbreaking book Finding Your Financial Identity, which introduces a human-centered framework for understanding how personal identity shapes financial behavior. Renee has been a featured speaker at major national and industry events, including the Ameriprise National Conference, RiverSource Regional Conference, Forbes Women’s Summit, Think2Perform Evolve Conference, and MDRT Top of the Table Conference. Her work has earned extensive recognition in the wealth management industry. She was named #1 in Arizona on the Forbes Best‑in‑State Women Wealth Advisors list (2022) and has appeared on the Barron’s Top 1,200 Financial Advisors list (2014–2018, 2020–2025); the Forbes Best‑in‑State Wealth Advisors list (2019–2026); the Forbes Top Women Wealth Advisors list (2020–2025); and the Five Star Wealth Manager list (2013–2025).

financial planningpersonal identitywealth management
S

Sara Zeff Geber

Senior Advisor · Childfree Trust®

"Supporting the Unique Needs of the Childfree and Solo Aging Populations"

childfree agingsolo agingsenior support
J

Jay Zigmont

Founder · Childfree Wealth

"Supporting the Unique Needs of the Childfree and Solo Aging Populations"

childfree agingsolo agingsenior support
D

Daniel Rodriguez Schlorff

Senior Minister · Third Congregational Church (Middletown, CT)

"Advocating Politically for Senior Adults without Partisanship"

political advocacysenior adultsnonpartisanship
H

Hailey How

Founder · The One Care

"From Crisis to "Yes": The CSA’s AI Toolkit for Family Mediation, Insurance Appeal and Advocacy"

AI toolkitfamily mediationinsurance advocacy
E

Erin DiCarlo

Founder, CEO · Dovetail Companies

"Calm, Clarity, and Connection: Trailblazing New Approaches to Aging Transitions"

aging transitionsemotional wellnesssenior care
L

Leonora C. Rodriguez

Executive Director · Milford Senior Center

"The Senior Center Revolution: Rebuilding America's Next Great Public Health and Learning Institution"

senior centerspublic healthlearning institution
K

Kristine Burrows

Senior Specialist on Aging · Colorado Department of Human Services

"Multi-Sector Plan on Aging: How MPAs are Shaping the Future of Aging"

multi-sector planaging policyfuture of aging

+ 6 more speakers at this event.

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Frequently asked questions

When is CSA Conference?+
CSA Conference takes place on 14 August 2026 to 16 August 2026.
Where is CSA Conference held?+
CSA Conference is held at The Westin Westminster, Denver, US.
Who organises CSA Conference?+
CSA Conference is organised by Society of Certified Senior Advisors (CSA).
How many exhibitors attend CSA Conference?+
CSA Conference typically hosts approximately 30 exhibitors.
How often is CSA Conference held?+
CSA Conference is held annual.

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