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Featured in this Issue
Upcoming Webinars Dec 2020 - Jan 2021
FOC Spotlight: Homeownership
Data Corner: Move to Mogli for Salesforce Texting feature
FOC News
LISC Family Income and Wealth Building periodically offers webinars and in-person/virtual 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! If you haven't seen it yet, 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**
December 2020
Dec 15 | 1 PM CST | 60 Minutes | Introducing the Arc Tool: Digital Intake
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.
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.
January 2021
JAN 12 | 2 PM CST | 60 Minutes | Ally Financial Webinar Series: Debt Management Strategies
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.
Every Friday through January 2020 | 60 Minutes | Mogli - Texting via Salesforce
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. LISC will host multiple sessions throughout the month of January. See below to register for the date that works best for you.
JAN 04 & 18 | 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.
FOC Spotlight: Homeownership
Data Corner|
In March, LISC added a text messaging feature to our Family Financial Tracking database in Salesforce that allowed for coaches to easily maintain contact with clients. With the current vendor, we were limited in the number of user licenses that we could provide to the FOC network. We are excited to announce a vendor transition that will provide access to all of our users!
LISC will re-launch a network-wide text-messaging application in Salesforce on January 15, 2021. The Mogli application is fully integrated with Salesforce and there is no additional cost to access the functionality and/or user limits.
Mogli offers the following features:
- 1-on-1 text messaging
- Bulk text messaging
- Text messaging templates for standard outgoing messages
LISC will host weekly training sessions in the month of January. See session information and registration link above.
A Special Thank you!
LISC would like to send a special thank you to all of our guest speakers from Ally Financial and expert coaches from our FOC network. The Ally Financial Webinar series has provided so much useful and timely information to support our work.
