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Webinar

F25-3000 Introduction to Financial Stability for Adults

Total Credits: 3 Category I CEs

Categories:
3000 Financial Social Work |  700 Professional Growth & Development
Instructor:
Sara Johnson
Course Levels:
Beginner
Duration:
3 Hours 15 Minutes
Target Audience:
Social Workers, LCPCs, and Psychologists
Dates
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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.  

 

This workshop is in accordance with and compliance with the NASW Standards with a focus on service, dignity and worth of the person, importance of human relationships, integrity, competence, and social workers’ ethical responsibilities to clients, in practice settings, as professionals, to the social work profession, to the broader society.   

This workshop is in compliance with the Maryland Board of Social Work Examiners’ COMAR 10.42.03.06.A(5) and with the District of Columbia Board of Social Work 17-70-7008.4.   

Instructor

Sara Johnson Related Seminars and Products

CASH Campaign Of Maryland

Ms. Sara Johnson is co-founder and COO of the CASH Campaign of Maryland, a nonprofit that improves the financial security of low-income Marylanders. The CASH Campaign of Maryland is the result of a recent merger between the Baltimore CASH Campaign and the Maryland CASH Campaign. CASH and its statewide network of partners annually prepare 22,000 free tax returns, bringing in $30 million in tax refunds to low-income taxpayers; provide free financial education and coaching to over 7,000 residents; and conduct advocacy on state and federal policies. Ms. Johnson has over 15 years of nonprofit experience in the Baltimore area. She previously served as the director for the Baltimore CASH Campaign, where she led a citywide coalition of free tax preparation and financial capacity service partners. Ms. Johnson spearheaded the launch of Seedco’s Baltimore office, where she managed the local implementation of their benefits access program, EarnBenefits Online. Ms. Johnson has also worked with the United Way of Central Maryland in the Community Impact Division for Basic Needs and with the Annie E. Casey Foundation, where she managed its neighborhood grants program. Ms. Johnson earned her Bachelor of Arts from Guilford College in Business Management and a Master of Social Work from the University of Maryland School of Social Work.    

Agenda & Learning Objectives

AGENDA:

8:50 am – 9:00 am Log on  

9:00 am – 10:30 am   

  • Financial Realities  

  • Role of the Practitioner 

  • Behavioral Economics   

10:30 am – 10:45 am Break  

10:45 am – 12:15 pm   

  • Evaluating your Financial Habits & Values  

  • Setting Financial Goals  

  • Credit 101 

  • Budget Tools 

  • Resources for Practitioners  

12:15 pm Adjournment  

 

LEARNING OBJECTIVES:

Upon the completion of this workshop, participants will be able to:

  • Restate participants’ role in helping clients manage finances and build assets.  

  • Analyze participants’ own financial beliefs and attitudes and how they impact work with clients regarding issues of financial stability, wealth, and asset-building.  

  • Apply techniques and financial concepts that can help increase the financial stability of the clients participants 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. 

Course Completion & CE Information

Category I Maryland BSWE Requirement

The Office of Continuing Professional Education at the University of Maryland School of Social Work is authorized by the Board of Social Work Examiners in Maryland to sponsor social work continuing education programs. This workshop qualifies for 3 Category I Continuing Education Units. The Office of Continuing Professional Education is also authorized by the Maryland Board of Psychologists and the Maryland Board of Professional Counselors to sponsor Category A continuing professional education. 

 

ASWB Information 

University of Maryland School of Social Work Office of Continuing Professional Education, #1611, is approved as an ACE provider to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Regulatory boards are the final authority on courses accepted for continuing education credit. ACE provider approval period: 2/11/2024-2/11/2027.  

To receive ACE credit, full attendance is required; no partial credits will be given for partial attendance. 

 

Certificate Access

To access the evaluation and certificate, click on the orange certificate button in your CPE account. Once you complete the evaluation, access to the certificate will be available.  

Live Interactive Webinars (Cat I) and Live Webinars (Cat II) - Allow up to 30 minutes post-training for attendance to be verified, then you will be able to access the evaluation and certificate. 

In Person Trainings - Please allow five (5) business days post-training for attendance to be verified, then you will be able to access the evaluation and certificate. 

 

Please refer to the tab "Live Interactive Webinar Policies & FAQs" for UMSSW Office of CPE policies regarding all live interactive webinar related matters. Contact our office at cpe@ssw.umaryland.edu for more information.  

Evaluation

Participants will have access to the evaluation after attendance has been verified. Evaluations will be available for one (1) week after the workshop has ended.  

After one (1) week, participants will no longer have access to the evaluation and will have to contact CPE about reactivation.

Target Audience

Social Workers, LCPCs, and Psychologists

We welcome anyone interested in the topic!

 

Live Interactive Webinar Platforms

LIVE INTERACTIVE WEBINAR PLATFORMS

The Office of Continuing Professional Education hosts Live Interactive Webinars through Zoom. This platform offers a high quality and user-friendly webinar platform for our registrants.

System Requirements:

  • Operating Systems: Windows XP or higher; MacOS 9 or higher; Android 4.0 or higher.
  • Internet Browser: Google Chrome; Firefox 10.0 or higher.

Our system is not compatible with the Safari web browser.

  • Broadband Internet Connection: Cable, High-speed DSL and any other medium that is internet accessible.

**Please have your device charging at all times to ensure that your device does not lose power during the webinar.

Course Interaction Requirements:

To participate in Live Interactive Webinars, you MUST have a device that allows you to view the presentation on screen and hear the instructor at all times. We do not allow participants to call-in from their phones or mobile devices and solely listen to the presentation. Participation in Live Interactive Webinars is mandatory.

Our webinar policies can be found on our website by clicking here.

Webinar Policies & FAQs

Click The Link to View The Webinar Policies & FAQs

https://umbsswcpe.ce21.com/Page/live-interactive-webinar-procedures-policies-4129

 

 

Code of Conduct

The Office of Continuing Professional Education at the University of Maryland School of Social Work adheres to the NASW Code of Ethics. This policy is to ensure that the training environment for social work professionals remains respectful, productive, and conducive to learning. Disruptive behavior that interferes with the learning process, disrupts the training experience for others, or undermines the integrity of the program will not be tolerated.

 

Expectations for Participant Engagement:

In alignment with the NASW Code of Ethics and the University of Maryland Baltimore Code of Conduct, participants are expected to demonstrate professionalism, which includes respecting confidentiality, maintaining a collaborative and respectful tone, and contributing positively to the group dynamic. Disclosures made during the training (e.g., case studies or personal reflections) must be handled with care and in accordance with ethical and legal guidelines.

All participants in the training program are expected to:

  • Engage actively in the learning process and show respect for the opinions and contributions of others.
  • Demonstrate professionalism in both attitude and behavior, maintaining respect for instructors, peers, and the training environment.
  • Maintain open communication by expressing concerns or disagreements constructively and respectfully.
  • Follow the guidelines and expectations provided by instructors and facilitators.
  • Support a collaborative learning environment where all participants feel valued and safe to contribute.

 

Instructors and CPE staff reserve the right to dismiss participants who do not adhere to ethical/professional principles and standards. If removed, CEs will be adjusted to reflect the time attended, unless otherwise specified. 

ADA Accommodations

If you are requesting ADA accommodations, please contact our office via email at least two weeks prior to the workshop date. Requests after that date may not be fulfilled.  

Our email address is cpe@ssw.umaryland.edu.  

Late Fees and Refunds

The base price is $70, which includes CE credit.   

Cancellations: **ALL cancellations will be subjected to a $35.00 administration fee.**  To be eligible for a refund or CPE account credit, cancellations must be made at least 24 hours before the workshop. 

For more information, please read the general policies on our website.  

 

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