NFMC/CounselorMax Training - Great Lakes Cincinnati, OH April 13 to April 14, 2010
This event is closed and is no longer accepting registrations
Thistrainingsession is onlyopento NeighborWorks organizations.
This is a restricted event open only to those invited by NeighborWorks America 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.
The deadline for registration is March 30.
For more information about this training, the invitation code, or other event information, please contact Angela Rohs at arohs@nw.org or 513-569-5889.
Location:
Cincinnati State Technical and Community College 3520 Central Parkway ATLC Building, Room 410 Cincinnati, OH 45223 Directions: Central Parkway Garage
Parking is free; parking passes will be distributed at the end of each day
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.