1 Welcome to C.A.S.H. Advisor Training for new Advisors Thank you for Volunteering Please sign in Take a Training Manual and Handouts Write your name on a name tag Show ID to instructor 2 Agenda Open: Welcome and Introductions 1 st Section: C.A.S.H., C.A.S.H. Advisors, Standards of Conduct BREAK 2 nd Section: C.A.S.H. Advisor tools, the C.A.S.H. Advisor Conversation BREAK 3 rd Section : Role-Playing Exercises Close: Shift Sign-up and Training Evaluation 3 Welcome & Introductions Please tell us about yourself: Name Career interest and/or hobbies How did you hear about C.A.S.H.? Your expectations 4 All About C.A.S.H. 5 Creating Assets, Savings, and Hope Mission Create opportunities for low-income workers in Monroe County to get, keep and grow their money Community Coalition 40-plus organizations from diverse sectors Convened in 2002 by United Way of Greater Rochester Empire Justice Center assumed leadership in 2007 Staffing: 2.5 year-round staff and 12+ seasonal staff 500 volunteers 6 All About C.A.S.H. Every year, we: Recruit & Train nearly 500 Volunteers Serve approximately 15,000 low-income families Help families receive over $25 Million in tax refunds & credits Connect families to community programs, savings plans, and more 7 All About C.A.S.H. More than Tax Returns Asset Building Products Fee-free/low-fee bank accounts Prepaid card accounts Free credit report US Savings Bonds Information about Money management workshops Affordable health care Public benefits Home buying Mortgage counseling And more . 8 All About C.A.S.H. What do we know about C.A.S.H. Clients? Average Adjusted Gross Income: