Events › Professional Services
Professional Services
11th edition
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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Venue
The Westin WestminsterHotel 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
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.
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.
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"Mid-stage SaaS with active GTM motion; product-led growth signals align with ICP."
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Speakers
22 speakers at CSA Conference
CEO & Founder · Empowered Homes
"Rethinking How We Reach Seniors: Engaging The Sandwich Generation to Better Serve Aging Adults"
Founder & CEO · Clutter Cleaner & Transition Franchise Brands
"Opening Keynote: Thank You and You're Welcome - Beating Entrepreneurial Fatigue in the Aging Industry"
Founder · Kramer Consulting
"Grief-Informed Care Across the Aging Journey: Lessons from JADE’s National Work"
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.
Death Doula and Certified Senior Advisor · The Heartwood Collective
"Let's Talk About Death: Empowering Clients to Prepare for the Inevitable"
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.
Executive Director; Meditation Teacher · David Lynch Foundation
"Collaborative Community Solutions: Improving Outcomes Following Health Events"
Also speaking at Aspen Ideas Festival
"Collaborative Community Solutions: Improving Outcomes Following Health Events"
LinkedIn ↗President & Co-Founder · National Association of Registered Social Security Analysts (NARSSA)
"Plenary Session: Financial Security - Is it Possible in the Longevity Economy?"
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.
Director of Strategic Accounts · GoldenCare An Integrity Company
"Plenary Session: Financial Security - Is it Possible in the Longevity Economy?"
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.
Private Wealth Advisor, Author · Society of Certified Senior Advisors
"Finding Your Financial Identity"
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).
Senior Advisor · Childfree Trust®
"Supporting the Unique Needs of the Childfree and Solo Aging Populations"
Founder · Childfree Wealth
"Supporting the Unique Needs of the Childfree and Solo Aging Populations"
Senior Minister · Third Congregational Church (Middletown, CT)
"Advocating Politically for Senior Adults without Partisanship"
Founder · The One Care
"From Crisis to "Yes": The CSA’s AI Toolkit for Family Mediation, Insurance Appeal and Advocacy"
Founder, CEO · Dovetail Companies
"Calm, Clarity, and Connection: Trailblazing New Approaches to Aging Transitions"
Executive Director · Milford Senior Center
"The Senior Center Revolution: Rebuilding America's Next Great Public Health and Learning Institution"
Senior Specialist on Aging · Colorado Department of Human Services
"Multi-Sector Plan on Aging: How MPAs are Shaping the Future of Aging"
+ 6 more speakers at this event.
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