NFMC/CounselorMax Training - NED Lawrence, MA February 17 to February 18, 2010
Thistrainingsession is onlyopento NeighborWorks organizations.
This is a restricted event, open only to those invited by the NeighborWorks organizations and given a registration code.
To register for this event, you must first create an account for yourself in the system. If you already have a user name you must log in before you can register for the event. Accounts must be created for each person interested in attending the training.
Location:
Lawrence CommunityWorks 168 Newbury Street Our House Campus Lawrence, MA 01841
CounselorMax™ for Decision Makers and Administrators
Are you an Executive Director, Program Manager or Administrator who wants to fully utilize a client management system like CounselorMax™ in your agency to maximize process flow and reporting? In this course agency decision makers will learn how to:
- establish goals for success with CounselorMax™
- develop a plan for its implementation and
- use CounselorMax™ in a way that supports your current housing counseling operations
This course will show you how to harness the power of CounselorMax™ and support the unique needs of your agency. Designated CounselorMax™ administrators and managers will learn how to:
- set up your agency and create counselor roles within your database
- customize values so that the data fields yield important funding source information
- set up educational courses and events
- create and manage profiles for all of your clients
- compile customized reports and submit standard reports like the HUD 9902, NFMC reporting as well as the NeighborWorks Quarterly Compliance report.
