CSi Advisory Services is committed to educating and training our clients and their employees.

Speakers Bureau

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Our Retirement Plan Professionals are available to speak on a variety of topics and in many different settings, including as a guest speaker, panelist, private company events/lunch-and-learns, conferences, virtual speaking engagements, and more. Clients and guests that attend our educational programs can walk away with advice about how to plan for a more successful retirement and a strong financial future. 

Some of our recent education programs have covered relevant topics such as:

  • Measure What Matters: Using Metrics to Improve Employee Retirement Outcomes

  • Retirement Reality: A Modern Approach to Plan Design

  • Building Financial Futures: Trends & Insights for Employers Committed to Driving Retirement Plan Success

  • Planning for Healthcare in Retirement

  • Retirement Research: Survey of Retirement Savers

  • Employees Want Retirement Plan Features that Accelerate Retirement Savings

  • Target Date Trends and Evaluation


Additional opportunities include: 

  • CPA CE Credits

  • SHRM and HRCI CE Approved Presentations

  • Financial Wellness

  • Employee Education 

  • And much much more! 

For more information and speaking topics, or if you would like to schedule an educational program for your organization: 



Kristi Baker, AIF®, C(k)P®, CLU, ChFC, CASL

Managing Partner


Kelli Davis, AIF®, C(k)P®

VP of Retirement Plan Consulting

Bri Ikerd, AIF®

Retirement Plan Education Manager

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Kyle Brown

Relationship Consultant

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