Description
This workshop will provide a framework for practitioners to examine the role of social workers in advancing the economic stability of individuals, families, and communities. Participants will gain a foundation in the language, theories, practice techniques, tools, and resources available to help clients build financial stability in today’s context of economic inequality and social policy landscape. Through a series of exercises and discussions, practitioners will learn how values, habits, and beliefs about money affect financial behaviors and impact client well-being. Participants will learn how to apply social work skills to identify and discuss financial issues with clients. Completing this workshop is strongly encouraged before registering for other more specialized courses in financial social work.
Instructor
Sue is the Director of Strategic Partnerships at CASH Campaign of Maryland, where she leads the expansion and support of asset building coalitions and partnership development to cultivate and broaden a group of stakeholders from around the state who are committed to asset building programs, such as financial education, financial coaching, and tax preparation. She leads CASH’s efforts to provide professional development for practitioners and oversees special projects that serve unique audiences. She also serves as CASH’s representative on several state Commissions to represent the individual consumer voice and is a Board Member of Consumer Action. Sue obtained a BA in Political Science from University of Maryland Baltimore County (UMBC) and, prior to joining CASH, was an Investigator/Communications Manager with Montgomery County Office of Consumer Protection.
Agenda & Learning Objectives
AGENDA:
1:05 – 1:15 Log On/Registration
1:15 - 2:30
2:30 - 2:45 Break
2:45 - 4:30
4:30 Questions & Adjournment
LEARNING OBJECTIVES:
Upon the completion of this workshop, participants will be able to:
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Restate their role in helping clients manage finances and build assets.
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Analyze their own financial beliefs and attitudes and how they impact their work with clients regarding issues of financial stability, wealth, and asset building.
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Apply techniques and financial concepts that can help increase the financial stability of the clients they serve.
Bibliography & References
BIBLIOGRAPHY & REFERENCES
Frey, J. J., Svoboda, D., Sander, R., Osteen, P., Callahan, C., & Elkinson, A. (2015). Social work practice with clients with financial difficulties: Evaluation of continuing education training on financial capability. The Journal of Social Work Education. 51(3).
Imboden, R., Frey, J., & Callahan, C. (under review). Workplace financial education for low-to-moderate income hospital employees. Online Journal for Workforce Development and Education.
Sherraden, M.S., Birkenmaier, J., & Collins, J.M. (2018). Financial capability and asset building in vulnerable households: theory and practice. New York: Oxford University Press.
Sherraden, M.S., Frey, J.J., & Birkenmaier, J. (2016). Financial social work (Chapter 10). In J. J. Xiao (Ed.). Handbook of Consumer Finance (2nd ed.) (pp. 115-130). New York: Springer.
Target Audience
Social Workers, LCPCs, and Psychologists
We welcome anyone interested in the topic!
Late Fees and Refunds
Fee & Registration:
Cost is $70 and includes CE credit. Registering after 9/14/23 will incur an additional $20 late fee. Cancellations* must be received 24 hours in advance prior to the workshop to receive a refund or an account credit.
*ALL cancellations will be subjected to a $35.00 administration fee.
