CSA Leaders Network
Washington, D.C.
We have an exciting update!
A CSA Leaders Network group is forming in the Mid-Atlantic Area for the Society of Certified Senior Advisors. 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.
To learn about the Mid-Atlantic group and become part of it, please join us on Tuesday, May 13th, at 2:00-3:00 pm EST via Zoom.
You may register for the meeting by using this link:
https://zoom.us/meeting/register/azmm5J7gT1KY5XFUmUGPMg
Upcoming Event
Meeting Date: May 13, 2025
Time: 2:00 pm to 3:00 pm ET
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
For more information, please reply to this email or contact Ed Peterman at 202-355-4211 or ed@trustedchampions.com. Ed has volunteered to serve as the Group Contact while this group is getting up and running – thank you, Ed, for your leadership.
We look forward to seeing you on May 13th!
Group Contact
Ed Peterman
ed@trustedchampions.com
202-355-4211
Meeting Chair
Position Open
Program & Venue Chair
Open Position
Membership Chair
Mary Illes
mary.illes@compass.com
Website Chair
Brian Block
brian@brianblock.com
Community Outreach & Volunteerism
Position Open
Additional Information
Program/Venue Committee – Deborah Bakalich, Jeff Hunter, and Ed Peterman
Membership Committee – Michael Case
Position Descriptions (*denotes open position):
*Group Chair: Coordinates/supports all members of the board; leads the meetings; issues CE certificates
*Program/Venue Chair: Finds and schedules speakers and meeting locations; and submits information for CE credit approval; sends thank you note after the meeting
Web/Social Media Chair: Updates the group website and social media channels with meeting information
Membership Chair: Serves as Group Contact by responding to email and phone inquiries; Takes RSVPs, records meeting attendance, and sends attendance list and guest list to the SCSA office
*Community/Volunteer Chair: 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
The first meeting for this Leaders Network group was held on March 4, 2025
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.