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Portland CSA Leaders Network
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Meeting Chair: Liz Fischer - liz@rightfitsenior.com
Programs & Venue Chair: Stephen Brown
Membership: Patricia Rupert
Web & Social Media Chair: Liz Fisher
Community Outreach: Patty Bennett

More Details: Facebook page coming soon
Meetings: The group will meet quarterly



Portland, Oregon

CSA Leaders Network


Program:
TBD

Date:
Wednesday, January 31, 2018

Time:
5:30 pm - 7 pm

Location:
 ComForCare Home Care
18835 Willamette Drive
West Linn, OR
MAP


RSVP (Yes Only or Future Interest):
to Liz Fischer
liz@rightfitsenior.com

Fee: No Cost & Guests always welcome!

Refreshments: TBD

Parking:
In lot by ComForCare

Continuing Education:
Not at this meeting

IMPORTANT:
*Please enter past & present CE here
 online CE profile for CE Credit
Responsibility of the CSA

Meeting/Program Information:

Thanks for those who came to the CSA Portland Leadership Meeting recently and for all who are interested in attending the CSA Leadership Network meetings in the future.

Our next meeting is:
Wednesday, January 31, 2018
5:30-7:00 pm

 at ComForCare Home Care (18835 Willamette Drive, West Linn, OR )

We will have a speaker, Donald Leek, CSA, Financial Advisor from Lone Pine Advisory Services. Details TBA


Notes from our July 2017 meeting:
1. We agreed to meet quarterly starting Sept 28, we will try to rotate locations so it works for everybody at least a few times a year
2. We want to connect with CSA’s in Portland and grow our referral network within our group
3. We want to volunteer and provide value in our communities
4. Leadership Positions:
a. Liz Fischer agreed to be Meeting Chair
b. Steve Brown agreed to be Program Chair, he’s going to talk to some other Leadership Networks to see how they’re set up and what has worked best for them.
c. Patricia Rupert agreed to be Membership Chair
d. Patty Bennett said she would be the Community Outreach & Volunteerism
5. CEU Credits:
a. We talked about having groups we’re associated with (such as naturopaths, Aging Services, OHCA Elders in Action) do presentations for us to help with our CEU requirements and in turn we can educate them on the value of working with CSA’s.
b. Home Instead has monthly webinars that offer free CEU credits. You can visit their site to see what has been offered and what is scheduled in the future
c. Senior Provider Information Network (SPIN) offers free CEU credits at their monthly meeting. Meetings rotate between east side and west side and include time for networking. You can sign up to get on the distribution list on their website.
6. Our Portland CSA Leadership website is on the CSA website, we’ll have a Facebook page too.

I look forward to seeing you in January

Liz Fischer, CSA
Certified Senior Advisor (CSA)®
Direct phone: 503-830-3268
Liz@RightFitSenior.com


As a Certified Senior Advisor I’m more than a senior referral specialist, I’m a specialist in aging.

Upcoming Portland CSA Leaders Network Meetings

2018 January 31, 2018 at ComForCare Home Care in West Linn

Previous Meetings/Events:
9-28-17 - Organizing group, No CEU
7-27-17 - Meet & Greet - No CEU

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