Nominate a Volunteer of the Month

Does your organization have an incredible volunteer? Nominate them to be a Volunteer of the Month with Green Mountain United Way!

Every month we feature a local volunteer at Green Mountain United Way or one of our agency partners to feature on our blog and an article in the Times Argus. Do you have a new volunteer who you appreciate, a long-time volunteer who deserves some recognition, an individual who has made an exceptional difference for the work your organization does?
GREAT! Nominate them here:

After we receive your nomination, we will contact your volunteer for an interview. Volunteer of the Month articles appear monthly in the Times Argus. Read about all of our past Volunteers of the Month here!

Thank you to you and to all of the incredible volunteers that make our community a better place!

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K.E.E.P. Financial Coaching – Intro to Financial Coaching Training

Financial coaching is an emerging practice that helps clients learn to set and achieve their financial goals.

Green Mountain United Way, in partnership with Capstone Community Action, presents Introduction to Financial Coaching. This interactive 4-day training is open to agency staff, volunteers, and peers and is a prerequisite to becoming a Financial Coach with Green Mountain United Way’s K.E.E.P. Financial Coaching Program. This program provides additional supports for coaches including one-on-one Master Coaching sessions, peer-to-peer support, and ongoing trainings by local and regional experts in finance and coaching practices, along with access to all course materials. This program builds individual coach’s skills while helping clients.

DATES: October 23-25, 2018 from 8:30 am to 4:30 pm with a follow-up class on December 4, 2018 from
8:30 am to 4:30 pm All four training dates take place in Barre at Capstone Community Action.

Register Now

In this training, we will define financial coaching, provide financial capability content and demonstrate the benefits of using coaching in helping people to achieve financial success. This program uses the Consumer Financial Protection Bureau’s “Your Money, Your Goals,” a comprehensive financial empowerment toolkit created for financial coaches, caseworkers, and other human service professionals in various roles to support the integration of financial education into their one-on-one work with clients.

Join us for a light breakfast at 8:15 am, and the training starts promptly at 8:30 am. Lunch will be provided. The $100 fee covers instruction, materials, and food for all four days of the course.

The Fall 2018 Cohort of Financial Coaches is limited to 25 people – we expect this cohort to fill, please register for Intro to Financial Coaching early if you would like to join this program. Participation in this training is required to become a K.E.E.P. Financial Coach. Other required elements of this program include:

  • Attendance at two additional topic-specific trainings (1/2 day or full day) during the training year (September – June)
  • Attendance at monthly peer coaches meetings
  • Participation in one-on-one sessions with the Master Coach
  • Use of the Financial Capability Scale for pre- and post-client session surveys with whom you do Financial Coaching work

At the end of day three of this training Financial Coaches will be eligible to attend all additional trainings offered. Please see the full description of our K.E.E.P. Financial Coaching Program and the complete list of trainings for the Fall 2018 Semester at www.gmunitedway.org/keep.

 

WHEN:
October 23-25, 2018
8:30 am to 4:30 pm
Follow up class on December 4, 2018
8:30 am to 4:30 pm

WHERE:
Conference Room – 1st Floor
Capstone Community Action
20 Gable Place
Barre, Vermont 05641

Cost: $100 includes materials, light breakfast, and lunch for all four days of the training. Please pay by check to Green Mountain United Way, 73 Main Street #33, Montpelier, VT 05602 after you register using this link or the form below.

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ACCOMMODATION REQUESTS RELATED TO A DISABILITY AND SPECIAL DIETARY NEEDS SHOULD BE MADE AT LEAST TWO WEEKS PRIOR TO THE EVENT BY CONTACTING BECKIE BLOUIN AT RBLOUIN@GMUNITEDWAY.ORG OR 802.613.3989.

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New Tax Laws on Charitable Giving – will it impact you?

Friends, the short answer is, we don’t know how you’ll be impacted by the changes to tax laws at the federal level. If you used to itemize your deductions, you may still be able to do that, but our suggestion is to talk to your tax preparer or financial planner. Those who used to itemize but will no longer do that will see the most impact.

However, this is a bit of sunlight for community philanthropy thanks to our Vermont legislators. The State of Vermont passed a new tax law last year allowing 5% of up to $20,000 in eligible charitable contributions to be deductible – there’s a new spot on the Vermont State Tax forms for them and the Tax Department is very eager to get the word out and to help support the nonprofit sector with this tax credit. Take a look at the informative video they’ve created to help Vermonters understand this new tax credit. Please let them know if you have questions, they’ve been very helpful and we’d like all of the Vermonters who are eligible to take advantage of this! Help us spread the word – share this video!

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Fall Quarterly Volunteer Coordinator Meeting

Are you Volunteer Coordinator for your nonprofit or agency? Join us for a get-together to talk All-Things-Volunteers.

Over coffee and some light snacks, we’ll learn more about each other and brainstorm solutions to common volunteer management challenges. Bring your business cards, your most pressing volunteer questions, and be ready to learn.

Patricia Forest, Volunteer Coordinator for Northeastern Vermont Regional Hospital, will be our speaker this meeting and will give us a brief tour of the hospital. She will share with the group about how she recruits, trains, manages, and fosters positive ongoing relationships with hospital’s many volunteers and will be available for questions.

We are also gathering your ideas on how Green Mountain United Way can provide trainings, networking and other volunteer management support to help you and your organization thrive. Email your thoughts to Carrie and Beckie at volunteer@gmunitedway.org.

This meeting is open to all nonprofits in our five-county service area, whether you have worked with us or you are currently using our Volunteer Connection or not! Please share this with anyone you think might be interested!

RSVP Now

When:

Thursday, September 27, 2018 from 10am – 12pm

Where:
Northeastern Vermont Regional Hospital
1315 Hospital Drive, Room #127
St. Johnsbury, VT (there’s plenty of parking but we encourage carpools from Central VT and Orleans County!)

Topic for this Meeting:

Speaker and NVRH Volunteer Coordinator Patricia Forest followed by a discussion about how to train volunteers in your agency and their role in order to value and retain your volunteers!

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Green Mountain United Way Celebrates Organizations and Individuals Making a Difference with Community Awards

Northfield, Vermont – September 25, 2018

Green Mountain United Way celebrated the individuals and organizations in their five-county service region with an award ceremony at their Annual Breakfast at Norwich University’s Milano Ballroom on Tuesday, September 25th.

“The recipients of these awards embody the heart and soul of the work we are doing at Green Mountain United Way,” said Tawnya Kristen, Executive Director of Green Mountain United Way.  “Through hands-on efforts at the community level, these organizations and individuals are bringing together individuals, ideas, efforts and resources to build lasting change across our communities.”

Green Mountain United Way was proud to honor six outstanding organizations and individuals at this year’s award ceremony with business, government, nonprofit and community partners in attendance. These awards are given to organizations who have shown exceptional leadership, effort, and impact in communities throughout Caledonia, Essex, Orange, Orleans and Washington Counties during the past year.

These awards focus on Green Mountain United Way’s partners who are making a significant difference within the community they live, work or serve and the many ways that our work integrates with the broader goals of those who we work with to serve the community and also recognize success in fundraising through United Way Workplace Campaigns and highlight partners who went the extra mile to facilitate a successful giving campaign for their community. This year’s awardees are:

Community Impact Award – University of Vermont Health Network – Central Vermont Medical Center (CVMC)

This award is given to an organization who has made an exceptional contribution to the community through their dedication and commitment to community impact.

This year Green Mountain United Way is proud to recognize Central Vermont Medical Center for their leadership in several aspects of the work they are doing for our communities right now. As the Integrator Organization for THRIVE, Central Vermont’s Accountable Community for Health, CVMC is leading the mission to optimize the health and well-being of our community through informed collaborative and innovative solutions. We would also like to recognize their leadership in the Working Bridges Program. As the first Central Vermont Working Bridges site, they are leading the way to care for those within their organization in unique and innovative ways that result in better care for all within our Central Vermont community.
Accepting the award was Anna T. Noonan, CVMC president and chief operating officer; Robert Patterson, vice president of Human Resources and Clinical Operations; and Monica Urquhart, manager of Employee Relations and Wellness.

“We deeply value our longtime partnership with Green Mountain United Way, which continues growing through the addition of the Working Bridges program,” Noonan said. “In Working Bridges’ first three months at CVMC, resource coordinators have offered members of our team guidance on transportation, housing, childcare, finances and income advance loans for emergency needs. Having an expert on site, every week, is an invaluable and convenient service for our team. Our thanks to the United Way and Vermont Community Foundation for making this important partnership possible.”

“Working Bridges dovetails with THRIVE, which is working to improve access to health care, nutritious food, affordable housing, education and financial wellness,” Noonan continued. “We’re proud to team with Green Mountain United Way and all of THRIVE’s leadership partners in connecting communities across central Vermont.”

Accepting the award from GMUW ED Tawnya Kristen (right), left to right, Anna T. Noonan, Monica Urquhart, Robert Patterson

Employer Leadership Award – Northern Counties Health Care

This award is given to an organization who shows exemplary leadership in supporting their employees to make a difference in their own lives and in their broader community.

This award is given to our partners at Northern Counties Health Care for taking the initiative to the spirit of “Caring for the Caregivers” as a starting point to make their organization stretch beyond the traditional boundaries of a “health care providers” to consider the health and well-being of all within their walls, and to see the connections between their employee’s wellness and the results they see for their patients. They are doing this through internal policies, their Working Bridges Program, employee participation in the K.E.E.P. Financial Coaching Program and their support of their employees to expand the boundaries in the many ways they are able to serve their communities, while supporting employee growth and success. Accepting the award was CEO Shawn Tester, Kari White and Laurie Somers.

“At Northern Counties Health Care we are incredibly grateful, both for our partners at the Green Mountain United Way, but also for the Working Bridges program which has helped so many of our staff through financial coaching, advance loans for emergencies, and income tax preparation.  Working Bridges helps us care for our employees, so they can care for our patients and community. The program also directly aligns with the work we are doing in NEK Proper!, our regional Accountable Health Community.” Tester offered.

Accepting the award GMUW ED Tawnya Kristen (left), left to right, Laurie Somers, Shawn Tester, Kari White

Community Spirit Award – VSECU

This award is given to a business that has put the “FUN” in fundraising and has gone the extra mile to make their workplace campaign a success for both employees and the community.

This past year the Campaign Team at VSECU used their already community-minded workplace as a platform to challenge employees to show their support for the community – they had t-shirts, challenges, and chocolate, and this enthusiasm spilled over into immense support for the foster children in our communities through their participation in the 2017 Tatum’s Totes Holiday Drive. Accepting the award was Vice President of Human Resources Eileen Belanger, Tammy Manning and Ann Hodgdon.

Accepting the award from GMUW ED Tawnya Kristen are (left to right) Vice President of Human Resources Eileen Belanger, Tammy Manning and Ann Hodgdon

Campaign Champion Award – BlueCross and BlueShield of Vermont

This award is given to a worksite that has the greatest percentage increase, over their past year’s campaign.

As one of Green Mountain United Way’s most long-term supporters, the generosity of BCBSVT’s employees can already be seen throughout Green Mountain United Way and the community, but with a little creativity, ingenuity and incredible support they were able to grow their support by 52% last year. Accepting the award was Vice President of Customer Service and Planning, Catherine Hamilton.

Community Commitment Award – Timothy Barre, Northfield Savings Bank

This is a new award added this year as part of our new Volunteer Program to recognize the commitment of volunteers throughout our community and the impact that the gift of time can make.

This year’s recipient, Timothy Barre, has been a volunteer with Green Mountain United Way for over a decade, and as a volunteer on the Development and Marketing Committee and participating in each of our Annual Days of Caring, Tim is one of the biggest champions of the new Volunteer Program and online Volunteer Connection. His passion and enthusiasm for volunteerism is contagious.

Tawnya Kristen, Executive Director, and Timothy Barre

Rising Star Award – Nicholas Petterssen, Green Mountain CrossFit

This award is given to an individual who demonstrates new or renewed leadership and passion for supporting the work of Green Mountain United Way.

This award recognizes Nick for his leadership using the common framework of physical fitness and building a transformational space at Green Mountain CrossFit where all, regardless of income, ability, or struggles, are empowered to become a healthier version of themselves. His understanding that what his gym provides is a true human service, disguised as a business, is the keystone upon which we’ve built our partnership to bring The Phoenix to individuals in recovery in Central Vermont. With this award we recognize Nick’s unwavering current and future support of both our organization’s work and the mission we share, to help all within our community achieve physical health and well-being.

Nicholas Petterssen speaks after receiving his award

 

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Annual Breakfast: Connecting to Community

Join us on Tuesday, September 25 from 7:30 am – 8:30 am at Norwich University’s Milano Ballroom to celebrate the important work United Way, our partners, and supporters are doing to connect our communities and help everyone living and working in our five counties to thrive!

We will hear from inspiring speakers including this year’s Keynote, Shawn Tester, CEO and Executive Director of Northern Counties Health Care, and Green Mountain United Way partner in NEK Prosper! and Working Bridges. Shawn will speak about the importance of connecting our communities to one another and to resources, and how to address the community’s broader needs to ensure the health and vitality of all within our region.

Enjoy breakfast as we honor Community Leaders and our 2017-18 Campaign Leaders.

This event is free and open to partners, local leaders and the broader community. RSVP is required to attend. There is ample on-site parking.

RSVP Now

 

Thank you to our Kickoff Breakfast Sponsors:


 

This year’s Kickoff Breakfast was originally scheduled to coincide with a Day of Caring Volunteer Day to support the Northfield Promise Community to help construct a playground for children ages 0-5, however, this project timeline has moved up and we are now encouraging everyone to sign up and help with the building process on Saturday and Sunday! In true Northfield style, the Promise Community plans to get it done in just two days, and we know they can do it with your help. Register to help on Saturday and Sunday at our Volunteer Connection.

Volunteer Now

We look forward to seeing you and thank you for everything you do for our communities!

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2018 Green Mountain United Way Golf Classic

Congratulations – you did it!

With your support and participation, we raised over $14,000 for our communities at our 14th Annual Golf Classic on August 24th!

Thank you to all of our volunteers, players, sponsors, and to the Country Club of Barre. This incredible event could not have happened without all of your help, participation, and enthusiasm! And the best part is that our communities benefit!

Check out all the great photos from this event below and on Facebook! (we are aware that some of these photos are displaying sideways for some of you, please try a different browser or try viewing them on our Facebook page)

Golf Classic 2018 On-Course Photos
Golf Classic 2018 Team Sign In
Golf Classic 2018 Team Photos (note, prints of your team photo will be mailed to your team captain)

Thank you to our Presenting Sponsor, Northfield Savings Bank, and to all of our supporting sponsors!

Gold Level Sponsors

Silver Level Sponsors

Prize Level Sponsors

Eagle Level Sponsors

Birdie Level Sponsors

Green Mountain United Way Golf Classic

Friday, August 24, 2018

Presented by Northfield Savings Bank at the Country Club of Barre (18-hole course)

There is no better way to help your community than to have fun while doing it! At our Green Mountain United Way Annual Golf Classic, a beautiful day on the green makes you a partner in United Way’s fight for the health, education and financial stability of every person in every community in our five-county region including Caledonia, Essex, Orleans, Orange and Washington counties.

We are glad to have you on our team for this tournament and in our work to bring together individuals, businesses, government, human service agencies and volunteers around a common vision to create maximum impact and achieve long-lasting results. Your support helps foster children transition to a new home with a backpack of their own, helps families get the financial skills they need to make sure they have stable, healthy lives and helps low-income employees access the resources they need to thrive. Don’t miss your chance to join us! Sponsor or Register now!

Registration

Register for $100 per individual golfer or $400 per team of four

ALL Registrations Include: Greens Fees, Two Carts, Registration Gifts, and Dinner

Register Now


Course Description

Founded in 1924, the Country Club of Barre is considered one of the “must play” courses in central Vermont. Nestled in the rolling hills of Plainfield Vermont, the Country Club of Barre offers a unique and rewarding golf experience.

You will not only experience golf at its finest, you will enjoy scenic views of the beautiful Vermont landscape while you golf.

The course is designed with all players in mind, from the beginner to the experienced, from the high handicap to the low handicap, all levels of experience will find the course challenging and rewarding


Event Highlights

Format: 4 player scramble. The traditional format where all players tee off, the best shot is selected, and the process is repeated until a ball is holed. Every team must use at least three tee shots from each player.

Hospitality: Gifts for all golfers at tournament check-in, plus complimentary light snacks and bottled water out on the course from the refreshment cart.

50/50 Raffle: The total amount raised will be split between the winner and Green Mountain United Way to benefit their programs and ongoing work within the community.

Dinner: Immediately following the tournament the meal will begin featuring the world-class food from the Cornerstone Catering. A cash bar will also be available.

Prizes & Awards: Many prizes awarded for High Score, Longest Drive, Closest to Pin, Low Gross/Net and more.


Schedule

8:30 am On-site registration begins. Please be sure to arrive no later than 9:00 am to allow time to check-in and warm-up on the putting green and driving range.

9:45 am Welcome announcement from Sponsors, Country Club and Green Mountain United Way. Golfers then proceed to their designated holes for a 10:00 am shotgun start.

10:00 am Shotgun start.

2:00 pm(approximate) Dinner begins.

4:00 pm(approximate)  50/50 Raffle winner announced, followed by contest winner awards, and tournament low gross/low net winning team awards.

5:00 pm Event concludes


Thank you to our committed 2018 Sponsors! We are more than half way to our goal!

Sponsor now and join us in a wonderful day of golf all while helping our community thrive!

Gold Level Sponsors

Silver Level Sponsors

Prize Level Sponsors

 

Eagle Level Sponsors

Birdie Level Sponsors

Become a Sponsor!

Support Green Mountain United Way and have fun doing it! Click the drop-down to see the benefits of each sponsorship level. We work to support our entire community and so will your sponsorship dollars. To become a Corporate Sponsor, call Carrie at 802-613-3989 to find the right level for you, or simply download our 2018 Sponsorship Form and email it to Carrie Stahler at cstahler[at] gmunitedway.org.

Sponsorship Goal for 2018: $10,000

Prominent placement in all promotional materials, Speaking opportunity prior to event, 4 complimentary registrations for your staff, plus all other items offered at Eagle Level (except registrations)
Online logo placement on gmunitedway.org reg. page, Logo on Beverage Cart & Players Carts
4 complimentary registrations for your staff, Plus all other items offered at Eagle Level (except registrations)
One exclusive sponsorship offered at this level, Exclusive Speaking opportunity at Dinner, Online logo placement on gmunitedway.org reg. page, Logo on Beverage Cart & Players Carts
Social media recognition of your business
This sponsor level is to be “paid” with the in-kind contribution of golf prizes to be used as swag bags for participants, bag stuffers and raffle prizes. Imagine a small bag filled with golf balls, tees, and a golf towel all featuring your company’s logo! For further details, contact Carrie at cstahler (at) gmunitedway.org
Banner above clubhouse for duration of event, Logo on all players carts during event, 2 total complimentary registrations for your staff, Plus all offered below (except registrations)
We know some of you would love to just spend a day golfing with your crew for a good cause. For you, we’ve created a special sponsor level! You get Four (4) complimentary registrations for your staff and a tee sign on one green with your company’s logo
Social media recognition of your business, 1 complimentary registration for your staff, Plus all offered below
Recognition on Beverage Cart, Tee/Greens Sign on One Green
Tee sign on one green
Exclusive to ONE Sponsor, includes radio spots on both The Point and WDEV. Details here.

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Visit us at the Do Good Fest

Green Mountain United Way will be part of the Nonprofit Village at this year’s Do Good Fest at National Life on July 14. Join us and make a Literacy Kit for children who lack access to books. We will take all of the Literacy Kits created at the Do Good Fest and deliver them to children at summer meal sites – food insecurity and lack of access to books over the summer go hand-in-hand and we want to make sure that summer doesn’t mean that kids fall behind as readers!

If you LOVE crafting and helping others, volunteer with us and help all the attendees make Literacy Kits for children’s books!

Do Good Fest is a free, family-friendly event held on The Lawn at National Life Group. We encourage you to make a donation, either through purchasing a parking pass or VIP package. All sales will be donated to Branches of Hope, a cancer patient fund operated by Central Vermont Medical Center.

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Volunteer of the Month: Joni Verchereau for GMUW’s Tatum’s Totes

BERLIN — Joni Verchereau stands out in a crowd. Her presence is warm, open, and friendly.

As a member of the First Congregational Church of Berlin, she is responsible for coordinating the church’s monthly donations to Green Mountain United Way’s Tatum’s Totes partnership. Tatum’s Totes supplies foster kids with backpacks, clothing, water bottles and just about anything else you can fit into a backpack.

Some children are taken into the foster system with nothing more than a garbage bag with their clothes inside. The Tatum’s Totes backpacks provide items the kids desperately need and helps them transition into their new homes. Since July 2017, the congregation has collected supplies for more than 100 kids in Barre, Newport, and St. Johnsbury Department for Children and Families regions. In 2018 alone, Green Mountain United Way and Tatum’s Totes has provided more than 30 backpacks to children transitioning to emergency foster care.

As an X-ray technician at the local hospital, Verchereau says she sees the need all the time — children who have lost everything and may not know what is ahead of them. Verchereau sympathizes. She is a single mom whose son is now 21. She remembers when he was little, she wanted so badly to foster another child but wasn’t able to. “No child would choose this life,” she says.

Although she didn’t have the means to foster a child, Verchereau still wanted to give back. She started rescuing dogs. She gave back in other ways, too. She has been a member of the church for more than 20 years, assisting with outreach projects as they come through, and even teaching Sunday school. Her history with the church runs deep. She began attending as a teenager, moved away for 10 years, and then returned as an adult with a son and a flourishing career in health care.

It wasn’t an easy road for her, however.

Most people didn’t believe she was college material, but when Verchereau saw a new education program for X-raying, she thought she’d try it until she figured out what she really wanted to do with her life. The career track stuck. She loved the work and was good at it. She made straight As and graduated at the top of her class. After moving into X-ray technician work full-time, her “aha” moment came when she was first able to operate a CAT scan. She describes the experience as being like an actor finding their first big part in a television show; it was in that moment she knew this work was what she was meant to do. She’s been doing it ever since.

Verchereau still has lots of good work to do and attributes the generosity of the church to its very generous members. They always give more than is asked of them, she says. If United Way needs 100 gifts for kids, the congregation gathers 200. She’s proud of the dedication of her fellow church members, and proud of how their work shows children throughout the state they are cared for and loved.

“It gives them a little light at the end of the tunnel,” she says.

Tatum’s Totes is a partnership between Green Mountain United Way and Tatum’s Totes, an independent nonprofit in Rutland. Tatum’s Totes was created by Elizabeth and Alex Grimes to help children while honoring the memory of their son, Tatum, who died of SIDS. Tatum’s Totes works in partnership with local organizations and volunteers to serve foster children in all DCF regions in Vermont. Green Mountain United Way coordinates this work through the generosity of the community contributors like the members of the First Congregational Church of Berlin, through donations of items used to fill backpacks, and through the generosity of donors through the annual community campaign.

For more information or to support Green Mountain United Way’s Tatum’s Totes partnership, contact Pam Bailey at Green Mountain United Way by email at pbailey@gmunitedway.org or by phone at 802-613-3989.

The Volunteer of the Month is a feature compiled by the Green Mountain United Way, focusing on the contributions of local volunteers whose work benefits local nonprofit organizations in Green Mountain United Way’s service territory. This article was originally published in the Times Argus on June 22, 2018. To view all of our Volunteer of the Month articles, go to

To nominate a volunteer for Green Mountain United Way’s Volunteer of the Month, click here.

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United Way Day of Caring 2018

Green Mountain United Way teamed up with our partners at Blue Cross and Blue Shield of Vermont and Northfield Savings Bank to hold a clean-up and green-up day on Heaton Street in Montpelier. We worked at nonprofit senior residence Heaton Woods doing landscaping work on their courtyard so that their elderly residents have a beautiful, safe, outdoor space to enjoy in the warmer months. We also painted the fence surrounding the area.
Across the street we worked on Washington County Mental Health’s Heaton Woods facility painting windows and their front columns, cleaning up around the property, trimming trees and finally planting perennials along the front walk and under their sign!
We can’t thank our crew enough for their hard work and for the support of Hunger Mountain Co-op and Shaw’s for providing food for lunch, as well as our fantastic Grill-Master Tim Barre, our volunteer from Northfield Savings Bank. Thanks to Bagitos in Montpelier for breakfast bagels!
United Way holds a Day of Caring each year. If your organization has a project that could be accomplished with 20-30 volunteers, please email volunteer @ gmunitedway.org with information about what the project involves. Carrie or Beckie will be in touch to talk about the possibility of holding a Day of Caring.

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Credit: Sharon Mccutcheon

K.E.E.P. Financial Coaching – Debt Management & Credit as an Asset

Please NOTE – This Course is open to current FINANCIAL COACHES ONLY. If you have not yet taken Intro to Financial Coaching you will not be able to attend this course.

Instructors: Pamela Bailey, Master Coach, Director Programs and Operations at Green Mountain United Way and Liz Scharf, Savings & Credit Program Coordinator, Community Economic Development at Capstone Community Action

Course Description

A training on the credit building model and why credit is an asset. Debt Management and Credit as an Asset will focus on:

  • Credit scoring models (FICO and Vantage), as well as how different issues affect the score
  • The value of credit reports as a credit education and credit building tool
  • Credit building products and how to assess if a client is ready for a product
  • General tips on how and when to dispute errors and deal with debt
  • Methods of measuring client outcomes

This highly interactive training will feature case studies, an actual credit report review, and group work. We will focus on how financial coaches and financial counselors can help clients manage derogatory consumer debt such as collections and judgments, discuss the rights and responsibilities of debtors and debt collectors, exempt income and assets, statutes and limitations on collections and judgments, common debt collection scams, the court process for judgments, and more. It is important that coaches and counselors not licensed to practice law do not practice legal advice, so we will also discuss the boundaries for practitioners offering assistance to clients.

Course Date

Thursday, June 19th, 9:00 am – 4:00 pm

Location

Northeastern Vermont Regional Hospital
Business and Conference Center
1315 Hospital Drive
St. Johnsbury, VT 05819

There is ample parking at NVRH. For details regarding parking use this link: https://nvrh.org/parking

Fee:

$25 registration fee which includes workshop materials and a lunch.

Current coaches will receive an email invitation to register for this class.

To pay by check please choose Pay by Check, Pay at the Door, or Pay by Invoice under the Payment Method drop-down menu on the Check Out page. Checks can be made payable to Green Mountain United Way, 73 Main Street #33, Montpelier, VT 05602.

If you have questions, please email events@gmunitedway.org and put Financial Coaching Class Registration Question in the subject line.

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