Advanced Client Management Using CounselorMax Webinar

The NHN Learning Alliance (NHNLA) is currently registering counselors for the Advanced User's Guide to CounselorMax Webinar. It is a live on-line training that can be taken directly from your office. The training will take place on May 17, 2017- 12:00 PM-2:00 PM EST. Upon confirming your registration, you will receive the log-in information for the webinar portal and downloadable materials for the course.

This course will cover the following:

• Administrative functionality-Features in CounselorMax that can be customized for you-keeping it streamlined and efficient
• Reporting-How to use monthly & quarterly reports for compliance with your intermediary and other funding sources-saving reports for quick reference
• Exporting to excel & using pivot tables to extract important data for program reports and for grant writing
• Data repair-How to fix data in the system using admin
• Outreach sponsor & funding source fields-What is it and how can it be used to track programs?
• Top 5 reports that your funders will want to see