Introduction to Financial Social Work: Micro, Mezzo, and Macro Practice

CEs/Contact Hours

Trainer

Dr. Matthew L. Schwartz, DSW, LCSW, MBA, CFSW Related seminars and products

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Dr. Matthew L. Schwartz, DSW, LCSW, MBA, CFSW is a Solution Focused Brief Therapist, Certified Financial Social Worker, and Implementation Scientist in Buffalo, NY.

Matthew is a member and past board member of the Solution Focused Brief Therapy Association. He is the Research Committee Chair for the Center for Financial Social Work’s Financial Social Work Professional Network.

From 2018 to 2022, Matthew worked as an integrated (mental health and substance abuse) clinician in agency practice in Buffalo before transitioning to full time private practice, consulting, and training.

He remains actively involved with a number of community organizations, and shares his expertise as part-time faculty at the University at Buffalo School of Social Work. Additionally, Dr. Schwartz provides clinical training to agencies in Western New York, and throughout the United States.

Matthew is presently co-authoring a textbook on Financial Social Work, as well as co-authoring a textbook chapter on interdisciplinary research dissemination (both due out in 2025). He is working with a team of technologists, futurists, and healthcare professionals to create new systems for the dissemination of research, focusing on equity of access to information and information systems.

Equipment Requirements

Required Hardware
- A computer (desktop/laptop) or mobile device (smartphone/tablet).
- Speakers/headphones/earbuds OR access to a phone to call in to the Zoom room.

Strongly Encouraged Hardware
- Webcam or mobile device with a camera for interacting in course activities.

Internet Connection
- A stable Internet connection of 56K or greater is required. (However, please note that a 56K connection may degrade the quality of your experience.)

Any questions about these requirements or other technical questions can be directed to sw-ce@buffalo.edu.

Online Course Access

Upon successful registration of the course you will be able to access the course materials. 

How do I test my system / access the online training?

To access the program, please log into your account. Please plan to log in 10 minutes prior to the start time. Click on the Launch Webinar button next to the program title. You will enter the room with your microphone muted and your camera off. For the best experience, please leave these settings as is unless instructed otherwise. 

How do I access the course materials

To download course materials, log into your account. Under the course name click on the blue Handouts button.

For some trainings, the course handouts may not be available until the morning of the program.

Completion Requirements

No partial credit is given for partial attendance.

Live Online Completion Requirements 

In order to receive a certificate of completion for this course participants must complete the following.

Please note all requirements can be found in your UBCE21 portal. 

- Attend the entire course.  Zoom attendance is used to verify viewing requirements. Zoom can take up to 48 hours to confirm attendance. Participation in small group activities is required.

- Document participation codes and respond to poll questions. Single letter participation codes will be displayed throughout the training. Participants must input the codes in the orange "Evaluation & Certificate" button. Participants must record at least 75% of the codes correctly and participate in at least 75% of the polls.

-  After the training, complete the evaluation by clicking on the "Evaluation and Certificate" button for this course.

The certificate of completion will be immediately generated in your account upon completion of all course requirements. Certificates may be downloaded, printed, or left in your account. 

Agenda

Coming soon!

Cancellation and Refund Policy

Cancellation Policy:

Live (In-Person, Online, and Hybrid) Trainings

The cancellation and refund policy below applies to individual courses. If you purchased multiple courses at one time they may be subject to individual processing fees. Participants can make payment or refund inquiries by contacting the Office of Continuing Education by phone 716-829-5844 or by email at sw-ce@buffalo.edu. Standard business hours for the Office of Continuing Education are Monday – Friday 9:00am to 4:30pm. Any requests made outside of these days and times will default to the next business day.

Up to 3 CEs/Contact Hours

• Up to 30 days prior to the training date refund will be issued in the form of (1) a gift card in the full payment amount OR (2) a refund to the original method of payment minus a $25 processing fee 
• 29 days to 2 days prior to the training date refund will be issued in the form of (1) a gift card minus a $15 processing fee OR (2) a refund to the original method of payment minus a $25 processing fee 
• 24 hours or less prior to the training no gift cards or refunds will be issued

Cancellation of Group Purchases

• Cancellations of more than 5 staff members will incur the following additional fees: 

  • More than 30 days in advance will incur an additional 5% fee.

  • Less than 30 days but more than 15 days in advance will incur an additional 10% fee. 

  • Less than 15 days will incur an additional 20% fee. 

Gift Cards

Gift cards can be used as payment toward future trainings. Gift cards never expire.

Loyalty Reward Points

• Participants who request a refund will forfeit any Loyalty Reward Points they may have received from that purchase.
• Participants who request a refund on a purchase paid for with Loyalty Reward Points will have those rewards credited back to their account within 5 business days of the refund being processed.

Substitute Attendance

If a registered participant is unable to attend a training and would like another individual to attend in their place the Office of Continuing Education must be called or emailed at least one full business day before the training. Substitution decisions will be made on a case-by-case basis.

Check Refund

Any refund requests for a check payment may take up to 4 weeks to process.

UB Cancelled Trainings

• If the Office of Continuing Education cancels a training, participants will be notified via email and refunds will be paid in full.
• Please be aware that if the University at Buffalo is closed trainings and workshops may still be taking place.
• Please contact the Office of Continuing Education at sw-ce@buffalo.edu or 716-829-5841 if you have any questions or concerns regarding whether or not a training is still being held.

Additional questions and support?

Please email sw-ce@buffalo.edu or call 716-829-5841.