CSA Leaders Network
Southwest Florida
We have exciting news!
A local CSA netowrking group is forming in Southwest Florida for the Society of Certified Senior Advisors. We call these groups across the country, “Leaders Network”.
The goal for each Leaders Network is to gather on a regular basis, to build relationships within the group, to help each other grow your businesses, and to increase your brand as a trusted advisor in your market
We hope you will join us on Wednesday, June 24, at 11:00-12:00pm EST to for a development call. In this meeting, you can help create the ideal situation for you and your business.
You can join the meeting by using the link below.
Upcoming Event
Meeting Date: June 24, 2025
Time: 11:00 am to 12:00 pm ET
We will be discussing the following:
· Overview of Leaders Network: Mission, Vision, and Goals
· Leaders Network Best Practices
· Recommended Chair Positions (see below)
· How often and when should meetings convene?
· Will the group meet online, in-person, or both?
· Will the group build networking and continuing education into its programing?
· Is the group interested in community outreach and volunteering activities?
· Who is interested in filling the open board positions or serving on a committee?
Virtual Link: https://us06web.zoom.us/j/83727863569
Virtual Meeting ID:
Virtual Meeting Password:
Group Contact
Jessica Bibbee
jessica.bibbee@compass.com
859-308-8072
Group Chair
Jessica Bibbee
jessica.bibbee@compass.com
859-308-8072
Program Chair
Position Open
Membership Chair
Position Open
Web Chair
Position Open
Community Outreach/Volunteer
Position Open
Additional Information
Available Chair Positions:
Group Chair – Jessica Bibbee; coordinates and supports all members of the board; leads meetings and issues CE certificates (Time Commitment: 2 hours per month)
Program/Venue Chair – OPEN; schedules speakers and meeting locations; submits information for CE credit approval; sends thank you notes after the meeting (Time Commitment: 2-3 hours per month)
Membership Chair – OPEN; Serves as the group contact in responding to email and phone inquiries; creates virtual meeting/registration links, sends meeting reminders and other communication as needed, takes RSVPs, records meeting attendance, and sends the member and guest attendance lists to the CSA office (Time Commitment: 2-3 hours per month)
Website/Communication Chair – OPEN; updates the group webpage with up-to-date meeting information each month (Time Commitment: 10-15 minutes per month)
Community Outreach/Volunteer Chair – OPEN; coordinates opportunities to network and participate in community events as a team; coordinates local CSA Speaker Bureau, where appropriate (Time commitment will vary based on activities)
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
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.