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CSA Leaders Network

Our mission is to create a strategic network for Certified Senior Advisors (CSAs) that increases professional and public awareness of CSAs, provides resources and education, and promotes the value of the CSA dually accredited credential.

Mid-Atlantic Area

We have an exciting update!

A CSA Leaders Network group is forming in the Mid-Atlantic Area for D.C., Virginia, Maryland, and Delaware. To learn about the Mid-Atlantic group and to become part of it, please join us on Tuesday, May 13th, at 2:00-3:00 pm EST via Zoom.

Please register using the virtual link below.

The goal for Leaders Network is to gather on a regular basis, to build relationships within the group, to help each other grow your businesses, and to become trusted advisors in your market.

Upcoming Event

Meeting Date: May 13, 2025
Time: 2:00 pm to 3:00 pm ET

Program: Development Meeting

At this meeting, we will discuss the following:

1. Who will fill the open positions of Group Chair and Program/Venue Chair (see position descriptions below)
2. Is the group interested in having a Volunteer/Community Chair
3. Next steps for the Mid-Atlantic Leaders Network group
4. Set a monthly meeting schedule
5. Potential speakers and program topics
6. Benefits of being part of the CSA Leaders Network program and what sets it apart from other networking groups
7. Spotlight on the upcoming 2025 Annual Conference, Kelly O’Connor, CSA Vice President Strategic Partnerships & Growth
8. Update from Brandi Krause, CSA Leaders Network Liaison

Virtual Link: https://zoom.us/meeting/register/2SzRDz-FRoSC8pUMg7WDHQ
Virtual Meeting ID:
Virtual Meeting Password:

RSVP (Yes Only)
Ed Peterman
ed@trustedchampions.com
202-355-4211

Group Contact
Ed Peterman
ed@trustedchampions.com
202-355-4211

Meeting Chair
Kerri Donnelly
kdonnelly@montcarehc.com

Program & Venue Chair
Position Open

Membership Chair
Mary Illes
mary.illes@compass.com

Website Chair
Brian Block
brian@brianblock.com

Community Outreach & Volunteerism
Victor Archie
victor.archie@hotmail.com

Additional Information

Leaders Network Chair Positions for the Mid-Atlantic Area:

1. Group Chair – Kerri Donnelly; Responsible for Coordinating/supporting all members of the board; leading the meetings; issuing CE certificates
2. Program/Venue Chair – OPEN POSITION; Finds and schedules speakers and meeting locations; submits information for CE credit approval; sends thank you note after the meeting. Deborah Bakalich, Jeff Hunter, and Ed Peterman will serve on this committee.
3. Web/Social Media Chair –Brian Block is the Chair.
4. Membership Chair – Mary Illes is the Chair and Michael Case will serve on the committee.
5. Community/Volunteer Chair – Victor Archie; Coordinates opportunities to network and participate in community events as a team; coordinates local CSA Speaker Bureau, where appropriate.


Continuing Education

In order for you to submit CE Credit, you need the following:

  • Date of Event
  • Program Title
  • Number of CE Credits
  • Credit Type: Leaders Network CE

Previous Events

Previous Event Information for Submitting CSA CE

Not available at this time.

How to Join a Leaders Network

You may want to first visit the group in your area. Check out this list of all CSA Leaders Network Groups to see if there is a group in your area and RSVP to attend a meeting or event. You are welcome as a guest, but if you want to join it is generally free or at a very low cost.

If there is not a group in your area and you want to explore how to get one started, contact SCSA at 800.653.1785 or fill out our Information Request Form.