FOC Events

    LISC Family Income and Wealth Building periodically offers webinars and in-person training on a variety of topics connected to Financial Opportunity Centers such as Salesforce data entry, program management, financial coaching, workforce development, and much more. On this page you will find:
    • Upcoming Webinars
    • Newsletter Subscription and Archive
    • Webinar Archive

Upcoming Webinars

Our webinar calendar (below) will provide you with all the details about upcoming events as well as a link to register! Just click on any event in the calendar and a box with pop up with a description for the event. In the bottom left hand corner of the pop up is an image of two chain links. Click the image to be redirected to the registration form.


**All times in this calendar are set in Central Standard Time**

Featured Events

FOC Newsletter

Have you missed a webinar or opportunity you wish you knew about sooner? Now you can subscribe to the FOC Newsletter and be the first to know!


This newsletter from FIWB is used to communicate upcoming webinars and events, spotlight pertinent hot topics and resources, and much more. To stay informed subscribe today! 

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Newsletter Archive
FEB- 2020
MAR-2020
APR-2020
MAY-2020
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DEC-2020
JAN-2021
Feb-2021
MAR-2021

Webinar Archive

Missed a live webinar session? No worries! All the recordings from past webinars we have hosted can be found below. You can browse through all categories to see what's available or select a tab for any specific topic area. Webinars in this archive are organized by date with the most recent webinars at the top.

All Categories
Employment Counseling
Financial Coaching
General
Salesforce
Virtual Learning
All Categories
Name of Event
Date
Description
Video
Slides

FOC Digital Intake via the Arc Tool

03/29/21

The Arc Tool is a client-facing digital intake combined with a financial assessment that is integrated with Salesforce. The tool’s primary goal is to connect clients and coaches using a digital approach to complement financial counseling services. ​Check out this webinar to see how it works and how you can begin to use it at your FOC.
Video
Guide

A Tax Season like No Other: Navigating tax time & Financial Coaching during COVID-19

3/16/2021

Tax season 2021 has launched and brings unprecedented changes and 

challenges for taxpayers, tax preparers, and FOC financial coaches: 

many workers’ 2020 income is likely to be significantly different from 

2019 due to the pandemic’s economic disruption; coronavirus related relief legislation passed by Congress includes key changes to the tax law for the tax year 2020, and Volunteer Income Tax Assistance 

(VITA) program sites are shifting their operations to accommodate 

health and social distancing protocols. 

Video
Slides

Ally Financial Webinar Series: Banking

2/9/2021

LISC and Ally Financial invite you to participate in a series of webinars preparing you to avoid common financial problems associated with holiday spending and planning for a strong 2021 New Year. Led by experts and practitioners, these webinars are designed for frontline staff and program managers interested in learning tools and tips to share with clients to increase their financial security. This webinar will focus on how to work with financial institutions to manage personal finances.
Video
Slides

Introduction to Twin Accounts™

2/4/2021

LISC Twin Accounts™ is an innovative financial product that uses behavioral economics principles to promote savings and credit-building among low- to middle-income Americans. In partnership with Esusu, this webinar will provide valuable information for FOCs to learn how Twin Accounts™ works, how to begin using it at your FOC, and how financial coaches can enroll clients while advancing digital literacy with a fintech credit-building product to support client self-sufficiency in the community.

If you are interested in getting your organization set up to use this product please complete this form: https://liscfocpartners.tfaforms.net/40
Video
Slides

Change Machine

1/22/21

This webinar is about the Change Machine Share platform which provides a place for coaches to connect with their colleagues in the field (including coaches from outside of the LISC network) to ask questions and share experiences. This tool is currently free through mid-summer.
Video
Slides

Mogli- Texting via Salesforce

1/15/21

This text messaging feature will allow coaches to communicate with 
clients via Salesforce. With this feature, staff are able to send individual messages directly from a client's case record or bulk messages to a 
group of clients.
Video
Guide

Ally Financial Webinar Series: Debt Management Strategies

1/12/21

LISC and Ally Financial invite you to participate in a series of webinars 
preparing you to avoid common financial problems associated with 
holiday spending and planning for a strong 2021 New Year. Led by 
experts and practitioners, these webinars are designed for frontline 
staff and program managers interested in learning tools and tips to 
share with clients to increase their financial security. This webinar will 
focus on the value of using debt management strategies.
Video
Guide

Ally Financial Webinar Series: Identity Theft

12/08/20

LISC and Ally Financial invite you to participate in a series of webinars
preparing you to avoid common financial problems associated with holiday spending and planning for a strong 2021 New Year. Led by experts and practitioners, these webinars are designed for frontline staff and program managers interested in learning tools and tips to share with clients to increase their financial security. This webinar will focus on methods used by identity thieves and how to protect yourself.

Video
Slides

Credit Protection & the CARES Act

11/17/20

During this webinar, Irene Skricki of the Consumer Financial Protection Bureau and Credit Builder’s Alliance will both present on credit protections during these uncertain times. This webinar will cover details on how forbearance or late payments on credit will impact credit reports during COVID-19. Irene Skricki of the CFPB will talk about current protections for consumers and share CFPB tools for coaches. Credit Builder’s Alliance will discuss what post-CARES Act protections could look like. This webinar is for financial coaches, program directors, and anyone interested in how COVID and federal regulations impact credit reports.
Video
Slides

Ally Financial Webinar Series - Budgeting

11/10/20

LISC and Ally Financial invite you to participate in a series of webinars 
preparing you to avoid common financial problems associated with 
holiday spending and planning for a strong 2021 New Year. Led by 
experts and practitioners, these webinars are designed for frontline 
staff andprogram managers interested in learning tools and tips to 
share with clients to increase their financial security.
Video
Slides

The Arc Tool - Official Launch

10/28/20

The Arc Tool is a client-facing digital intake combined with a financial assessment that is integrated with Salesforce. The tool’s primary goal is to connect clients and coaches using a digital approach to complement financial counseling services. ​Join us to see how it works and how you can begin to use it at your FOC.
Video
Guide

Worthi - A Tool for Career Advancement

09/17/20

This webinar introduces a new tool that connects job-seekers to the online training they need to be successful in their careers. Worthi is a free tool that identifies which skills are in demand and connects users with online courses to grow their skills. Worthi can also identify how skills transfer to new opportunities. Created by Citi, this tool is timely and relevant as Financial Opportunity Centers® continue with virtual coaching services. During this webinar, Citi gives a demonstration of the product.

Video

FFT Salesforce Training: FFT Performance Report

07/30/20

This is a recorded simulation of how you will use FFT Salesforce to track client outcomes. Each part of the training is accompanied by a set of exercises for users to practice on their own. The exercises are designed to develop your knowledge of the new system. Please make sure to sign into the Salesforce sandbox to practice. The "FFT Salesforce New User Guide" is available on the Salesforce page Any questions can be sent to FFTFOCsupport@lisc.org

Video
Guide

FFT Salesforce Training: Groups and Classes

07/30/20

This is a recorded simulation of how you will use FFT Salesforce to track client outcomes. Each part of the training is accompanied by a set of exercises for users to practice on their own. The exercises are designed to develop your knowledge of the new system. Please make sure to sign into the Salesforce sandbox to practice. The "FFT Salesforce New User Guide" is available on the Salesforce page Any questions can be sent to FFTFOCsupport@lisc.org

Video
Guide

FFT Salesforce Training: Employment Counseling- Part 2

07/30/20

This is a recorded simulation of how you will use FFT Salesforce to track client outcomes. Each part of the training is accompanied by a set of exercises for users to practice on their own. The exercises are designed to develop your knowledge of the new system. Please make sure to sign into the Salesforce sandbox to practice. The "FFT Salesforce New User Guide" is available on the Salesforce page Any questions can be sent to FFTFOCsupport@lisc.org

Video
Guide

FFT Salesforce Training: Employment Counseling- Part 1

07/30/20

This is a recorded simulation of how you will use FFT Salesforce to track client outcomes. Each part of the training is accompanied by a set of exercises for users to practice on their own. The exercises are designed to develop your knowledge of the new system. Please make sure to sign into the Salesforce sandbox to practice. The "FFT Salesforce New User Guide" is available on the Salesforce page Any questions can be sent to FFTFOCsupport@lisc.org

Video
Guide

FFT Salesforce Training: Income Supports Counseling

07/30/20

This is a recorded simulation of how you will use FFT Salesforce to track client outcomes. Each part of the training is accompanied by a set of exercises for users to practice on their own. The exercises are designed to develop your knowledge of the new system. Please make sure to sign into the Salesforce sandbox to practice. The "FFT Salesforce New User Guide" is available on the Salesforce page Any questions can be sent to FFTFOCsupport@lisc.org

Video
Guide

Preventing Evictions during COVID-19

07/29/20

This webinar will help FOC coaches to understand current eviction policy and housing resources provided under the CARES Act and the tools they will need to serve clients fearing housing instability or homelessness. This webinar was presented by Noëlle Porter, Director of Government Affairs at the National Housing Law Project. Noëlle Porter is responsible for managing relationships with Congress and the Administration, organizational policy priority development, and strategic advocacy planning and execution. She works closely with all of NHLP’s attorneys to monitor and influence federal legislation and regulations. 

Video

FFT Salesforce Training: Financial Coaching - Part 2

07/28/20

This is a recorded simulation of how you will use FFT Salesforce to track client outcomes. Each part of the training is accompanied by a set of exercises for users to practice on their own. The exercises are designed to develop your knowledge of the new system. Please make sure to sign into the Salesforce sandbox to practice. The "FFT Salesforce New User Guide" is available on the Salesforce page Any questions can be sent to FFTFOCsupport@lisc.org

Video
Guide

FFT Salesforce Training: Financial Coaching - Part 1

07/28/20

This is a recorded simulation of how you will use FFT Salesforce to track client outcomes. Each part of the training is accompanied by a set of exercises for users to practice on their own. The exercises are designed to develop your knowledge of the new system. Please make sure to sign into the Salesforce sandbox to practice. The "FFT Salesforce New User Guide" is available on the Salesforce page Any questions can be sent to FFTFOCsupport@lisc.org

Video
Guide

FFT Salesforce Training: Intake

07/28/20

This is a recorded simulation of how you will use FFT Salesforce to track client outcomes. Each part of the training is accompanied by a set of exercises for users to practice on their own. The exercises are designed to develop your knowledge of the new system. Please make sure to sign into the Salesforce sandbox to practice. The "FFT Salesforce New User Guide" is available on the Salesforce page Any questions can be sent to FFTFOCsupport@lisc.org

Video
Guide

Remote Coaching: Forwarding

07/23/20

Stickiness can be a challenge with remote coaching. Phone calls are easy to dismiss and feel we can reschedule. Phone conversations may have less perceived value than in person visits. This session covers encouraging in honest evaluation, creating action steps and follow-up, and how to keep things positive in a difficult period.

This is part 5 of a 5-part coaching series.

Video
Slides

Remote Learning: Exploration

07/16/20

Phone conversations tend to be transactional in nature, which is compounded currently by scarcity, crisis, and heightened anxiety. Exploration and diagnosing get to the heart of an issue that takes work. This session covers backward design, using technology to organize actions and rapid reflection and goal-setting.

This is part 4 of a 5-part coaching series.

Video
Slides

Remote Coaching: Engagement

07/09/20

This session covers how to encourage engagement in remote settings. Topics will include developing a bank of transferable coaching activities, building listening skills, and scenario planning.

This is part 3 of a 5-part coaching series.

Video
Slides

Remote Coaching: Entry

06/25/20

The start of coaching conversations can set the tone for the entire session and simple questions such as ‘how are you?’ can be fraught in times of national crisis. This webinar covers how to set up conversations and objectives, phone etiquette, and tackling hard topics.

This is part 2 of a 5-part coaching series.

Video
Slides

Blended Learning Series: Learning Exchange Reporting

06/04/20

This flash webinar in the Blended Learning Series will dive into the reporting side of the learning exchange. Join us to learn to find out how to track client progress and success through the lessons. Accenture LX is available to all LISC Financial Opportunity Centers for FREE!

Video

Expanded Unemployment Assistance: What FOCs & Coaches Need to Know

05/20/20

The federal Coronavirus Aid, Relief, and Economic Security (CARES) Act, signed into law in late March, included provisions that significantly expanded eligibility for Unemployment Assistance (including to certain self-employed and “gig” workers) and added an additional temporary federal benefit to the standard weekly state benefit amount. Since that time, state unemployment agencies have seen an unprecedented volume of applications for assistance and have worked to update their systems to incorporate the new eligibility—while service providers and advocates have sought to quickly understand the CARES Act provisions and how they will be implemented at the state/local level. This session will provide an overview on expanded unemployment, with a focus on important information for FOC staff helping community members assess eligibility and navigate the claims process. Expert Presenter: Michele Evermore, Senior Policy Analyst, NELP 

Video

How to Engage Clients in Virtual Platforms During Times of Crisis

05/19/20

Part 4 of a four-part webinar series, led by The National Council for Behavioral Health, focuses on using a resilience-oriented, trauma-informed (RO-IT) approach to work during the pandemic. This webinar identifies specific skills and techniques to engage with clients using virtual technology. This session was not recorded but slides are available.

Slides

Blended Learning Series: Entrepreneurship Curriculum

05/14/20

This flash webinar in the blended learning series will dive into the Accenture LX lessons for entrepreneurship. Join us to learn what is available to you and how to seamlessly incorporate this curriculum into your existing programming. Accenture LX is available to all LISC Financial Opportunity Centers® for FREE! 

Video

Rapid Cycle establishment of a Resilience-Oriented Trauma-Informed work culture to facilitate trauma-informed practices with clients

05/12/20

Part 3 of this four-part webinar series, led by The National Council for Behavioral Health, is focused on using a resilience-oriented, trauma-informed (RO-IT) approach to work during the pandemic. This webinar presents the core components of Trauma-Informed Leadership and Rapid Cycle Change Management as an opportunity to enhance staff performance as well as improve client engagement and outcomes . This session was not recorded but slides are available.

Slides

Self-Care and promoting post-traumatic growth during active crisis management

05/05/20

Part 2 of this four-part webinar series, led by The National Council for Behavioral Health, focused on using a resilience-oriented, trauma-informed (RO-IT) approach to work during the pandemic. This webinar will provide specific tools and techniques staff can implement to enhance self-care during active crisis as well as identifying opportunities for post-traumatic growth to enhance professional development post crisis. This session was not recorded but slides are available.

Slides

How to lead through crisis in a resilience-oriented trauma-informed way

04/28/20

Part 1 of this four-part webinar series, led by The National Council for Behavioral Health, focused on using a resilience-oriented, trauma-informed (RO-IT) approach to work during the pandemic. This webinar will focus on how to create a safe, calm and secure environment with supportive care for staff and clients. This session was not recorded but slides are available.


Slides

Blended Learning Series: Information Technology & Health Care Bridges Curriculum 

04/23/20

This flash webinar in the blended learning series will dive into the adult basic education (ABE) and bridges curricula for 2 career pathways, Health Technology and Administration and IT customer support. Join us to learn what is available to you and how to seamlessly incorporate this curriculum into your existing programming. 


Video
Slides

FOC Virtual Service during COVID-19 

04/22/20

Amidst the pandemic and stay-in-place orders, FOCs have had to transition to remote or virtual services, during a time when these services are needed the most. Hear from three FOCs who are successfully implementing virtual FOC services, including virtual workshops and distance learning, virtual coaching, and bridging the technology gap for clients. 

Video
Slides

Blended Learning Series: Financial Literacy

04/09/20

This flash webinar in the blended learning series will dive into the Accenture LX lessons for Financial Literacy. Join us to learn what is available to you and how to seamlessly incorporate this curriculum into your existing programming. Accenture LX is available to all LISC Financial Opportunity Centers for FREE!

Slides

Blended Learning Series: Job Seekers Curriculum 

03/26/20

This flash webinar in the blended learning series will dive into the Accenture LX lessons on career planning, job search, and professional skills. Join us to learn what is available to you and how to seamlessly incorporate this curriculum into your existing programming. 

Video
Slides

Tax Time Savings: Setting Clients Up Savings Success  

03/13/20

David Sieminski from the CFPB, Rebecca Thompson of Prosperity Now, and SaverLife cover promising savings practices, new research on tax time savings as well as savings products. This webinar is designed for practitioners and those interested in tax time savings and is open to all that are interested. 

Video
Slides

Blended Learning Series: Introduction to Blended Learning & Accenture Learning Exchange 

03/12/20

In this technology-driven age, digital literacy is vital for client success. Blended learning is an instructional model that combines traditional face to face instruction and online learning. Research suggests that learners benefit from a blended learning approach due to greater accessibility for busy adult learners, leading to increased program retention. This webinar will introduce the concept of blended learning & share best practices. Future webinars in this series will take a deeper dive into the available curricula.

Video
Slides

Understanding the FFT Performance Report

11/13/19

This webinar provides a review of the FFT™ Performance Report to better understand common report elements, critical FOC outcomes per counseling area, and where to look for trouble. This webinar is intended for users who manage the FOC and coaches who would like to use the report as a tool to manage client follow-up.

Video
Slides

Financial Technology (FinTech)

11/07/19

This webinar will focus on leveraging technology in financial coaching by providing an overview of what is out there and providing tools and best practices for identifying the RIGHT FinTech product for each client. 

Video
Slides

How Lenders Make Decisions 

10/24/19

Hear from experts, Bonnie Wallace, Stefano Balistreri, Mike Schimek, Navneet Jain from Wells Fargo on factors beyond the credit score that impact lending. 

Video
Slides

Introduction to Credit Score 

10/09/19

This is an informational webinar presented by Gigi Ligons from FICO. This webinar will explain key factors that determine the score, how to request a report, and what actions can help improve or decrease your score. Gigi will also talk about FICO Open Access. 

Video
Slides

Student Loan Repayment Counseling

09/25/19

Options for when you’ve run out of options. This webinar presented by Ashley Norwood AFC from AccessLex and will dig deeper into available options for student loan repayment.

Video
Slides

Student Loan Repayment 

09/13/19

This an informational webinar presented by Casey Galindo from Wells Fargo covering the current state and impact of outstanding student debt. Casey will provide an overview of student loans including repayment options, the process and additional tools and resources. 

Video
Slides

Benefits Screening

06/13/19

As a core element of the Financial Opportunity Center®, income supports play an integral role in providing clients with the supports they need to meet basic needs and advance to economic self-sufficiency. In this webinar our presenters will highlight the importance of income supports in Financial Opportunity Center® /Bridges programming and discuss best practices to address challenges with aligning income supports with program delivery. 

Video
Slides

Post-Placement Retention: Best Practices

05/30/19

This is an informational webinar on Best Practices of post placement job retention presented by members of our FOC Network. This webinar is intended for all sites interested in learning about best practices and lessons learned of postplacement job retention. 

Video
Slides

Hands on Banking 

05/09/19

This is an overview of the Hands On Banking program. Our presenter, Bonnie Wallace of Wells Fargo, will walk through the online financial literacy resource and curriculum for in-person workshops and has specific modules for veterans, entrepreneurs, seniors, young adults and more. This is a wonderful resource for all financial coaches, program directors and those interested in financial capability

Slides

Approaches to Career Pathways

05/17/19

This is an informational webinar on approaches to career pathways and best practices presented by Jewish Vocational Services (JVS) and Jane Addams Resource Corporation (JARC). This webinar is intended for all sites interested in learning about what it takes to build a career pathway. 

Video
Slides

Blended Learning

03/06/19

An informational webinar on blended learning presented by Accenture and our FOC partners. This webinar is intended for all sites interested in learning how to incorporate an online component to traditional classroom instruction. Please reach out to Jackie Guzman (jguzman@lisc.org) if you are interested in learning more about Accenture. 

Video
Slides

CBA and Credit as an Asset 

02/28/19

A presentation by Credit Builders Alliance on the importance of credit-building and the Credit as an Asset model. This webinar is intended for financial coaches, program directors and anyone interested in credit-building. All sites are encouraged to watch to understand the connection between credit and financial stability. 

Video
Slides

Making Service Integration Work for Bridges

02/12/19

Bridges to Career Opportunities requires strong integration between the Bridge Instructors and coaches. In this webinar hear from four different organizations that have successfully integrated their programming to best serve clients. 

Slides

Bridges Data Tracking 

02/06/19

This webinar is focused on documenting data for the bridges program, specifically: 1) Education/Training Program records, 2) Employment and Advancement records, 3) Counseling Service Entries, and 4) Assessments. The webinar is intended for new and existing Salesforce users. 

Video
Slides

Pfizer Rx Pathways 

08/10/18

Pfizer will present this opportunity whereby disadvantaged and low-income individuals can benefit from free or low-cost, easy access to prescription drugs and medicines. 

Video
Slides

Visual Goal Setting and a Postcard to Future Self 

06/21/18

In this webinar Emory Nelms of Commons Cents Lab gives an overview of the intervention and will discuss the results from the impact analysis. 

Video
Slides

LISC Twin Accounts - New Process

04/11/18

This webinar shares information about the LISC Twin Accounts program as well as providing an update on the new processes including new requirements for data entry in SalesForce. 

Video

Understanding Standard FOC Reports and Dashboards

11/28/17

This webinar is a repetition from a session held during the FOC/ BCO national conference (October 2017). This presentation will provide you with a better understanding of how to pull the standard reports and how to create/ customize your own reports to meet all of your needs. SF exercises can be found on the Salesforce page. 

Video
Slides

Financial Products for All Clients

07/18/17

Focused on different financial products for clients engaging with financial coaches or United Way programs, this webinar featured speakers from Justine Petersen, Mission Asset Fund and the International Rescue Committee sharing their experiences on how their products serve communities around the country. 

Video
Slides

Using Data to Drive Program Improvement and Performance Management

03/09/17

This webinar helps FOCs use data to identify trends, improve program implementation, and strengthen quality of information gathering. Discussion included how to use data to manage your program and tips, tricks and tools for effective data capture and improvement. Provided through the generous support of the Bank of America Charitable Foundation in partnership with United Way Worldwide. 

Video

Communications and Marketing: Telling the ISD Story to the Public and Promoting ISD Services 

01/12/17

Designed for direct service staff, staff supporting networks of grantees, and anyone interested in communications about integrated services delivery, this webinar covered communications and marketing of the bundled model with a focus on different audiences. It was provided through the generous support of the Bank of America Charitable Foundation in partnership with United Way Worldwide

Video
Slides
Employment Counseling
Name of Event
Date
Description
Video
Slides

Worthi - A Tool for Career Advancement

09/17/20

This webinar introduces a new tool that connects job-seekers to the online training they need to be successful in their careers. Worthi is a free tool that identifies which skills are in demand and connects users with online courses to grow their skills. Worthi can also identify how skills transfer to new opportunities. Created by Citi, this tool is timely and relevant as Financial Opportunity Centers continue with virtual coaching services. During this webinar, Citi gives a demonstration of the product.

Video

Expanded Unemployment Assistance: What FOCs & Coaches Need to Know

05/20/20

The federal Coronavirus Aid, Relief, and Economic Security (CARES) Act, signed into law in late March, included provisions that significantly expanded eligibility for Unemployment Assistance (including to certain self-employed and “gig” workers) and added an additional temporary federal benefit to the standard weekly state benefit amount. Since that time, state unemployment agencies have seen an unprecedented volume of applications for assistance and have worked to update their systems to incorporate the new eligibility—while service providers and advocates have sought to quickly understand the CARES Act provisions and how they will be implemented at the state/local level. This session will provide an overview on expanded unemployment, with a focus on important information for FOC staff helping community members assess eligibility and navigate the claims process. Expert Presenter: Michele Evermore, Senior Policy Analyst, NELP 

Video

Post-Placement Retention: Best Practices

05/30/19

This is an informational webinar on Best Practices of postplacement job retention presented by members of our FOC Network. This webinar is intended for all sites interested in learning about best practices and lessons learned of postplacement job retention. 

Video
Slides

Approaches to Career Pathways

05/17/19

This is an informational webinar on approaches to career pathways and best practices presented by Jewish Vocational Services (JVS) and Jane Addams Resource Corporation (JARC). This webinar is intended for all sites interested in learning about what it takes to build a career pathway. 

Video
Slides
Financial Coaching
Name of Event
Date
Description
Video
Slides

A Tax Season like No Other: Navigating tax time & Financial Coaching during COVID-19

3/16/2021

Tax season 2021 has launched and brings unprecedented changes and 

challenges for taxpayers, tax preparers, and FOC financial coaches: 

many workers’ 2020 income is likely to be significantly different from 

2019 due to the pandemic’s economic disruption; coronavirus related relief legislation passed by Congress includes key changes to the tax law for the tax year 2020, and Volunteer Income Tax Assistance 

(VITA) program sites are shifting their operations to accommodate 

health and social distancing protocols. 

Video
Slides

Ally Financial Webinar Series: Banking

2/9/2021

LISC and Ally Financial invite you to participate in a series of webinars preparing you to avoid common financial problems associated with holiday spending and planning for a strong 2021 New Year. Led by experts and practitioners, these webinars are designed for frontline staff and program managers interested in learning tools and tips to share with clients to increase their financial security. This webinar will focus on how to work with financial institutions to manage personal finances.
Video
Slides

Introduction to Twin Accounts™

2/4/2021

LISC Twin Accounts™ is an innovative financial product that uses behavioral economics principles to promote savings and credit-building among low- to middle-income Americans. In partnership with Esusu, this webinar will provide valuable information for FOCs to learn how Twin Accounts™ works, how to begin using it at your FOC, and how financial coaches can enroll clients while advancing digital literacy with a fintech credit-building product to support client self-sufficiency in the community.

If you are interested in getting your organization set up to use this product please complete this form: https://liscfocpartners.tfaforms.net/40
Video
Slides

Ally Financial Webinar Series: Debt Management Strategies

1/12/21

LISC and Ally Financial invite you to participate in a series of webinars 
preparing you to avoid common financial problems associated with 
holiday spending and planning for a strong 2021 New Year. Led by 
experts and practitioners, these webinars are designed for frontline 
staff and program managers interested in learning tools and tips to 
share with clients to increase their financial security. This webinar will 
focus on the value of using debt management strategies.
Video
Guide

Ally Financial Webinar Series: Identity Theft

12/08/20

LISC and Ally Financial invite you to participate in a series of webinars
preparing you to avoid common financial problems associated with holiday spending and planning for a strong 2021 New Year. Led by experts and practitioners, these webinars are designed for frontline staff and program managers interested in learning tools and tips to share with clients to increase their financial security. This webinar will focus on methods used by identity thieves and how to protect yourself.

Video
Slides

Credit Protection & the CARES Act

11/17/20

During this webinar, Irene Skricki of the Consumer Financial Protection Bureau and Credit Builder’s Alliance will both present on credit protections during these uncertain times. This webinar will cover details on how forbearance or late payments on credit will impact credit reports during COVID-19. Irene Skricki of the CFPB will talk about current protections for consumers and share CFPB tools for coaches. Credit Builder’s Alliance will discuss what post-CARES Act protections could look like. This webinar is for financial coaches, program directors, and anyone interested in how COVID and federal regulations impact credit reports.
Video
Slides

Ally Financial Webinar Series - Budgeting

11/10/20

LISC and Ally Financial invite you to participate in a series of webinars 
preparing you to avoid common financial problems associated with 
holiday spending and planning for a strong 2021 New Year. Led by 
experts and practitioners, these webinars are designed for frontline 
staff andprogram managers interested in learning tools and tips to 
share with clients to increase their financial security.
Video
Slides

Tax Time Savings: Setting Clients Up Savings Success  

03/13/20

David Sieminski from the CFPB, Rebecca Thompson of Prosperity Now, and SaverLife cover promising savings practices, new research on tax time savings as well as savings products. This webinar is designed for practitioners and those interested in tax time savings and is open to all that are interested. 

Video
Slides

Financial Technology (FinTech)

11/07/19

This webinar will focus on leveraging technology in financial coaching by providing an overview of what is out there and providing tools and best practices for identifying the RIGHT FinTech product for each client. 

Video
Slides

How Lenders Make Decisions 

10/24/19

Hear from experts, Bonnie Wallace, Stefano Balistreri, Mike Schimek, Navneet Jain from Wells Fargo on factors beyond the credit score that impact lending. 

Video
Slides

Introduction to Credit Score 

10/09/19

This is an informational webinar presented by Gigi Ligons from FICO. This webinar will explain key factors that determine the score, how to request a report, and what actions can help improve or decrease your score. Gigi will also talk about FICO Open Access. 

Video
Slides

Student Loan Repayment Counseling

09/25/19

Options for when you’ve run out of options. This webinar presented by Ashley Norwood AFC from AccessLex and will dig deeper into available options for student loan repayment.

Video
Slides

Student Loan Repayment 

09/13/19

This an informational webinar presented by Casey Galindo from Wells Fargo covering the current state and impact of outstanding student debt. Casey will provide an overview of student loans including repayment options, the process and additional tools and resources. 

Video
Slides

Hands on Banking 

05/09/19

This is an overview of the Hands On Banking program. Our presenter, Bonnie Wallace of Wells Fargo, will walk through the online financial literacy resource and curriculum for in-person workshops and has specific modules for veterans, entrepreneurs, seniors, young adults and more. This is a wonderful resource for all financial coaches, program directors and those interested in financial capability

Slides

CBA and Credit as an Asset 

02/28/19

A presentation by Credit Builders Alliance on the importance of credit-building and the Credit as an Asset model. This webinar is intended for financial coaches, program directors and anyone interested in credit-building. All sites are encouraged to watch to understand the connection between credit and financial stability. 

Video
Slides

Visual Goal Setting and a Postcard to Future Self 

06/21/18

In this webinar Emory Nelms of Commons Cents Lab gives an overview of the intervention and will discuss the results from the impact analysis. 

Video
Slides

LISC Twin Accounts - New Process

04/11/18

This webinar shares information about the LISC Twin Accounts program as well as providing an update on the new processes including new requirements for data entry in SalesForce. 

Video

Financial Products for All Clients

07/18/17

Focused on different financial products for clients engaging with financial coaches or United Way programs, this webinar featured speakers from Justine Petersen, Mission Asset Fund and the International Rescue Committee sharing their experiences on how their products serve communities around the country. 

Video
Slides
General
Name of Event
Date
Description
Video
Slides

FOC Digital Intake via the Arc Tool

03/29/21

The Arc Tool is a client-facing digital intake combined with a financial assessment that is integrated with Salesforce. The tool’s primary goal is to connect clients and coaches using a digital approach to complement financial counseling services. ​Check out this webinar to see how it works and how you can begin to use it at your FOC.
Video
Guide

Change Machine

1/22/21

This webinar is about the Change Machine Share platform which provides a place for coaches to connect with their colleagues in the field (including coaches from outside of the LISC network) to ask questions and share experiences. This tool is currently free through mid-summer.
Video
Slides

The Arc Tool - Official Launch

10/28/20

The Arc Tool is a client-facing digital intake combined with a financial assessment that is integrated with Salesforce. The tool’s primary goal is to connect clients and coaches using a digital approach to complement financial counseling services. ​Join us to see how it works and how you can begin to use it at your FOC.
Video
Guide

Preventing Evictions during COVID-19

07/29/20

This webinar will help FOC coaches to understand current eviction policy and housing resources provided under the CARES Act and the tools they will need to serve clients fearing housing instability or homelessness. This webinar was presented by Noëlle Porter, Director of Government Affairs at the National Housing Law Project. Noëlle Porter is responsible for managing relationships with Congress and the Administration, organizational policy priority development, and strategic advocacy planning and execution. She works closely with all of NHLP’s attorneys to monitor and influence federal legislation and regulations. 

Video

Remote Coaching: Forwarding

07/23/20

Stickiness can be a challenge with remote coaching. Phone calls are easy to dismiss and feel we can reschedule. Phone conversations may have less perceived value than in person visits. This session covers encouraging in honest evaluation, creating action steps and follow-up, and how to keep things positive in a difficult period.

This is part 5 of a 5-part coaching series.

Video
Slides

Remote Learning: Exploration

07/16/20

Phone conversations tend to be transactional in nature, which is compounded currently by scarcity, crisis, and heightened anxiety. Exploration and diagnosing get to the heart of an issue that takes work. This session covers backward design, using technology to organize actions and rapid reflection and goal-setting.

This is part 4 of a 5-part coaching series.

Video
Slides

Remote Coaching: Engagement

07/09/20

This session covers how to encourage engagement in remote settings. Topics will include developing a bank of transferable coaching activities, building listening skills, and scenario planning.

This is part 3 of a 5-part coaching series.

Video
Slides

Remote Coaching: Entry

06/25/20

The start of coaching conversations can set the tone for the entire session and simple questions such as ‘how are you?’ can be fraught in times of national crisis. This webinar covers how to set up conversations and objectives, phone etiquette, and tackling hard topics.

This is part 2 of a 5-part coaching series.

Video
Slides

How to Engage Clients in Virtual Platforms During Times of Crisis

05/19/20

Part 4 of a four-part webinar series, led by The National Council for Behavioral Health, focuses on using a resilience-oriented, trauma-informed (RO-IT) approach to work during the pandemic. This webinar identifies specific skills and techniques to engage with clients using virtual technology. This session was not recorded but slides are available.

Slides

Rapid Cycle establishment of a Resilience-Oriented Trauma-Informed work culture to facilitate trauma-informed practices with clients

05/12/20

Part 3 of this four-part webinar series, led by The National Council for Behavioral Health, is focused on using a resilience-oriented, trauma-informed (RO-IT) approach to work during the pandemic. This webinar presents the core components of Trauma-Informed Leadership and Rapid Cycle Change Management as an opportunity to enhance staff performance as well as improve client engagement and outcomes . This session was not recorded but slides are available.

Slides

Self-Care and promoting post-traumatic growth during active crisis management

05/05/20

Part 2 of this four-part webinar series, led by The National Council for Behavioral Health, focused on using a resilience-oriented, trauma-informed (RO-IT) approach to work during the pandemic. This webinar will provide specific tools and techniques staff can implement to enhance self-care during active crisis as well as identifying opportunities for post-traumatic growth to enhance professional development post crisis. This session was not recorded but slides are available.

Slides

How to lead through crisis in a resilience-oriented trauma-informed way

04/28/20

Part 1 of this four-part webinar series, led by The National Council for Behavioral Health, focused on using a resilience-oriented, trauma-informed (RO-IT) approach to work during the pandemic. This webinar will focus on how to create a safe, calm and secure environment with supportive care for staff and clients. This session was not recorded but slides are available.


Slides

FOC Virtual Service during COVID-19 

04/22/20

Amidst the pandemic and stay-in-place orders, FOCs have had to transition to remote or virtual services, during a time when these services are needed the most. Hear from three FOCs who are successfully implementing virtual FOC services, including virtual workshops and distance learning, virtual coaching, and bridging the technology gap for clients. 

Video
Slides

Benefits Screening

06/13/19

As a core element of the Financial Opportunity Center, income supports play an integral role in providing clients with the supports they need to meet basic needs and advance to economic self-sufficiency. In this webinar our presenters will highlight the importance of income supports in Financial Opportunity Center /Bridges programming and discuss best practices to address challenges with aligning income supports with program delivery. 

Video
Slides

Making Service Integration Work for Bridges

02/12/19

Bridges to Career Opportunities requires strong integration between the Bridge Instructors and coaches. In this webinar hear from four different organizations that have successfully integrated their programming to best serve clients. 

Slides

Pfizer Rx Pathways 

08/10/18

Pfizer will present this opportunity whereby disadvantaged and low-income individuals can benefit from free or low-cost, easy access to prescription drugs and medicines. 

Video
Slides

Using Data to Drive Program Improvement and Performance Management

03/09/17

This webinar helps FOCs use data to identify trends, improve program implementation, and strengthen quality of information gathering. Discussion included how to use data to manage your program and tips, tricks and tools for effective data capture and improvement. Provided through the generous support of the Bank of America Charitable Foundation in partnership with United Way Worldwide. 

Video

Communications and Marketing: Telling the ISD Story to the Public and Promoting ISD Services 

01/12/17

Designed for direct service staff, staff supporting networks of grantees, and anyone interested in communications about integrated services delivery, this webinar covered communications and marketing of the bundled model with a focus on different audiences. It was provided through the generous support of the Bank of America Charitable Foundation in partnership with United Way Worldwide

Video
Slides
Salesforce
Name of Event
Date
Description
Video
Slides

FFT Salesforce Training: Intake

02/12/21

This is a recorded simulation of how you will use FFT Salesforce to track client outcomes. Each part of the training is accompanied by a set of exercises for users to practice on their own. The exercises are designed to develop your knowledge of the new system. Please make sure to sign into the Salesforce sandbox to practice. The "FFT Salesforce New User Guide" is available on the Salesforce page Any questions can be sent to FFTFOCsupport@lisc.org

Video
Guide

FFT Salesforce Training: Financial Coaching - Part 1

02/12/21

This is a recorded simulation of how you will use FFT Salesforce to track client outcomes. Each part of the training is accompanied by a set of exercises for users to practice on their own. The exercises are designed to develop your knowledge of the new system. Please make sure to sign into the Salesforce sandbox to practice. The "FFT Salesforce New User Guide" is available on the Salesforce page Any questions can be sent to FFTFOCsupport@lisc.org

Video
Guide

FFT Salesforce Training: Financial Coaching - Part 2

02/12/21

This is a recorded simulation of how you will use FFT Salesforce to track client outcomes. Each part of the training is accompanied by a set of exercises for users to practice on their own. The exercises are designed to develop your knowledge of the new system. Please make sure to sign into the Salesforce sandbox to practice. The "FFT Salesforce New User Guide" is available on the Salesforce page Any questions can be sent to FFTFOCsupport@lisc.org

Video
Guide

FFT Salesforce Training: Income Supports Counseling - Part 1

02/12/21

This is a recorded simulation of how you will use FFT Salesforce to track client outcomes. Each part of the training is accompanied by a set of exercises for users to practice on their own. The exercises are designed to develop your knowledge of the new system. Please make sure to sign into the Salesforce sandbox to practice. The "FFT Salesforce New User Guide" is available on the Salesforce page Any questions can be sent to FFTFOCsupport@lisc.org

Video
Guide

FFT Salesforce Training: Income Supports Counseling - Part 2

02/12/21

This is a recorded simulation of how you will use FFT Salesforce to track client outcomes. Each part of the training is accompanied by a set of exercises for users to practice on their own. The exercises are designed to develop your knowledge of the new system. Please make sure to sign into the Salesforce sandbox to practice. The "FFT Salesforce New User Guide" is available on the Salesforce page Any questions can be sent to FFTFOCsupport@lisc.org

Video
Guide

FFT Salesforce Training: Employment Counseling- Part 1

02/12/21

This is a recorded simulation of how you will use FFT Salesforce to track client outcomes. Each part of the training is accompanied by a set of exercises for users to practice on their own. The exercises are designed to develop your knowledge of the new system. Please make sure to sign into the Salesforce sandbox to practice. The "FFT Salesforce New User Guide" is available on the Salesforce page Any questions can be sent to FFTFOCsupport@lisc.org

Video
Guide

FFT Salesforce Training: Employment Counseling- Part 2

02/12/21

This is a recorded simulation of how you will use FFT Salesforce to track client outcomes. Each part of the training is accompanied by a set of exercises for users to practice on their own. The exercises are designed to develop your knowledge of the new system. Please make sure to sign into the Salesforce sandbox to practice. The "FFT Salesforce New User Guide" is available on the Salesforce page Any questions can be sent to FFTFOCsupport@lisc.org

Video
Guide

FFT Salesforce Training: Groups and Classes

02/12/21

This is a recorded simulation of how you will use FFT Salesforce to track client outcomes. Each part of the training is accompanied by a set of exercises for users to practice on their own. The exercises are designed to develop your knowledge of the new system. Please make sure to sign into the Salesforce sandbox to practice. The "FFT Salesforce New User Guide" is available on the Salesforce page Any questions can be sent to FFTFOCsupport@lisc.org

Video
Guide

FFT Salesforce Training: FFT Performance Report

02/12/21

This is a recorded simulation of how you will use FFT Salesforce to track client outcomes. Each part of the training is accompanied by a set of exercises for users to practice on their own. The exercises are designed to develop your knowledge of the new system. Please make sure to sign into the Salesforce sandbox to practice. The "FFT Salesforce New User Guide" is available on the Salesforce page Any questions can be sent to FFTFOCsupport@lisc.org

Video
Guide

Mogli- Texting via Salesforce

1/15/21

This text messaging feature will allow coaches to communicate with 
clients via Salesforce. With this feature, staff are able to send individual messages directly from a client's case record or bulk messages to a 
group of clients.
Video
Guide

Digital Inclusion-Data  entry

1/13/21

This training walks through the specific data entry requirements to track digital navigation and skills training in Salesforce. 
Video
Guide

Understanding the FFT Performance Report

11/13/19

This webinar provides a review of the FFT™ Performance Report to better understand common report elements, critical FOC outcomes per counseling area, and where to look for trouble. This webinar is intended for users who manage the FOC and coaches who would like to use the report as a tool to manage client follow-up.

Video
Slides

Bridges Data Tracking 

02/06/19

This webinar is focused on documenting data for the bridges program, specifically: 1) Education/Training Program records, 2) Employment and Advancement records, 3) Counseling Service Entries, and 4) Assessments. The webinar is intended for new and existing Salesforce users. 

Video
Slides

Understanding Standard FOC Reports and Dashboards

11/28/17

This webinar is a repetition from a session held during the FOC/ BCO national conference (October 2017). This presentation will provide you with a better understanding of how to pull the standard reports and how to create/ customize your own reports to meet all of your needs. SF exercises can be found on the Salesforce page. 

Video
Slides
Virtual Learning
Name of Event
Date
Description
Video
Slides

Blended Learning Series: Learning Exchange Reporting

06/04/20

This flash webinar in the Blended Learning Series will dive into the reporting side of the learning exchange. Join us to learn to find out how to track client progress and success through the lessons. Accenture LX is available to all LISC Financial Opportunity Centers for FREE!

Video

Blended Learning Series: Entrepreneurship Curriculum

05/14/20

This flash webinar in the blended learning series will dive into the Accenture LX lessons for entrepreneurship. Join us to learn what is available to you and how to seamlessly incorporate this curriculum into your existing programming. Accenture LX is available to all LISC Financial Opportunity Centers for FREE! 

Video

Blended Learning Series: Information Technology & Health Care Bridges Curriculum 

04/23/20

This flash webinar in the blended learning series will dive into the adult basic education (ABE) and bridges curricula for 2 career pathways, Health Technology and Administration and IT customer support. Join us to learn what is available to you and how to seamlessly incorporate this curriculum into your existing programming. 


Video
Slides

Blended Learning Series: Financial Literacy

04/09/20

This flash webinar in the blended learning series will dive into the Accenture LX lessons for Financial Literacy. Join us to learn what is available to you and how to seamlessly incorporate this curriculum into your existing programming. Accenture LX is available to all LISC Financial Opportunity Centers for FREE!

Slides

Blended Learning Series: Job Seekers Curriculum 

03/26/20

This flash webinar in the blended learning series will dive into the Accenture LX lessons on career planning, job search, and professional skills. Join us to learn what is available to you and how to seamlessly incorporate this curriculum into your existing programming. 

Video
Slides

Blended Learning Series: Introduction to Blended Learning & Accenture Learning Exchange 

03/12/20

In this technology-driven age, digital literacy is vital for client success. Blended learning is an instructional model that combines traditional face to face instruction and online learning. Research suggests that learners benefit from a blended learning approach due to greater accessibility for busy adult learners, leading to increased program retention. This webinar will introduce the concept of blended learning & share best practices. Future webinars in this series will take a deeper dive into the available curricula.

Video
Slides

Blended Learning

03/06/19

An informational webinar on blended learning presented by Accenture and our FOC partners. This webinar is intended for all sites interested in learning how to incorporate an online component to traditional classroom instruction. Please reach out to Jackie Guzman (jguzman@lisc.org) if you are interested in learning more about Accenture. 

Video
Slides