Encouraging Financial Conversations Foundations May 20 - June 24 , 2026 Training Series
Encouraging Financial Conversations is a program designed for case managers, social workers and other frontline staff to help empower clients to achieve their financial goals and manage their money.

Participants will learn techniques and strategies to help their clients create a financial goals action plan, build and maintain good credit, pay off debts, develop a spending and savings plan, and protect themselves from fraud and identity theft. Participants will also learn coaching strategies that capitalize on a client’s strengths and resources in coming up with solutions.

This 6-session series will be held virtually on Wednesdays in May & June (5/20 - 6/24), from 9:00 - 10:00 am CST.
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First Name *
Last Name *
Job Title *
Email *
Phone *
Mailing address *
What Organization/Agency are you employed with? *
What County are you employed in? *
Please list the Counties your Organization/Agency provides service. *
Are you a licensed social worker who would like to receive the 6 NASW, WI Chapter approved CEUs after participating in all 6 Encouraging Financial Conversations (EFC) sessions? *
(Optional) Please list any accomodations you may need for this virtual course.
The University of Wisconsin–Madison Division of Extension provides equal opportunities in employment and programming in compliance with state and federal law.
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