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Featured in this Issue
New look for FOC resources and the return of the webinar archive!
Ally Financial Webinar Series: Refining Your Finances for the Holidays and Beyond
Spotlight: Digital Intake via the Arc Tool
FOC News
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. This newsletter will keep you posted on all upcoming events.
The FOC network resource website has a new look! This refresh also means the return of the webinar archive. Check out the new resources and all the webinars you may have missed.
Upcoming FOC Events
** Note: All webinars are listed in Central Standard Time**
November 2020
NOV 10 | 2 PM CST| 60 Minutes | Ally Financial Webinar Series: Budgeting
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 highlight core habits to practice and maintain financial health.
NOV 17 | 1 PM CST | 60 Minutes | Credit Protection and the CARES Act
This webinar will share important information about credit protections and the CARES Act. Experts from the Consumer Financial Protection Bureau (CFBP) and Credit Builders Alliance (CBA) will cover what protections are out there and how to start planning for a post-CARES Act world. Coaches will be armed with things to watch out for and actions to take.
NOV 02 & 16 | 1 PM CST | 60 Minutes | Salesforce Support Hour
Salesforce Support Hours are held on the 1st and 3rd Monday of each month*
Drop into the Salesforce support hour to have ALL of your Salesforce questions answered, from data entry to reporting. This webinar is an informal setting that allows attendees to join in at any point during this time period. Come with questions or just join to listen to others' questions. * No registration required.
December 2020
DEC 08 | 2 PM CST |60 Minutes | Ally Financial Webinar Series: Identity Theft
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.
DEC 07 & 21 | 1 PM CST | 60 Minutes | Salesforce Support Hour
Salesforce Support Hours are held on the 1st and 3rd Monday of each month*
Drop into the Salesforce support hour to have ALL of your Salesforce questions answered, from data entry to reporting. This webinar is an informal setting that allows attendees to join in at any point during this time period. Come with questions or just join to listen to others' questions. * No registration required.
Spotlight:
Digital Intake via the Arc Tool
The Arc Tool is a client-facing digital intake and financial health assessment that is integrated with Salesforce. It has two main features, (1) it automatically creates a new case record within Salesforce when a new client completes the digital intake form, and (2) It generates reports that are sent to coaches with intake information and conversation cues that can assist in a coach’s first session with a client. The tool’s primary goal is to connect clients and coaches using a digital approach to complement financial counseling services.
How it works: Once it has been determined that a client is ready and able to commit to receiving integrated services through the Financial Opportunity Center at your agency, a coach will provide the client with the FOC’s unique intake link. Clients will complete two assessments, (1) the intake and (2) the financial assessment, each will take approximately 10-15 minutes to complete. Once complete, clients will be prompted to set up an appointment with their coach. A coach at the FOC (up to 2 selected per FOC upon registration) will receive 2 reports: (1) a daily digest report sent via email that will list all of the clients who completed or partially completed the assessment in the last 24 hours and (2) a coach’s report that provides a summary of each individual client’s responses and highlights key areas of interest the coach may want to focus on in the first coaching session.
How to get started: If your organization is interested in gaining access to this tool the program manager must complete this form (please submit only one per FOC). To get your FOC setup, we will gather contact information to customize the tool. We’ll ask for your FOC name, as you will like it to be displayed on the landing page and the contact information for the primary coach who will receive the daily digest and the coach’s reports.
Check out the FOC Coaching Guide for more information.
Thank you!
Thank you to our guest speakers from Ally Financial, Consumer Financial Protection Bureau (CFPB), and Credit Builders Alliance for their valuable expertise on our upcoming webinars.
LISC would also like to give a special thank you to MetLife Foundation, whose generous contribution made the Arc Tool project possible. Thank you to Emory Nelms, Mariel Beasley, and Mike Gerson of Common Cents Lab at the Center for Advanced Hindsight for all the work that they put into creating the tool. Finally, thank you to all the FOC staff who volunteered during the testing phase of this project and provided such valuable feedback.
