BALANCE’s Post

Conducting a Credit Report Review – A Webinar for Financial Educators Wednesday. October 30,  10:30 AM – 11:30 AM PDT $89 REGISTER: Don’t miss this opportunity to elevate your expertise in credit report analysis. This session will delve into the critical components of credit reports, providing you with a thorough understanding of each element. Learn how to identify potential issues, understand credit scores, and make informed decisions based on credit history. Enhance your ability to guide clients through their credit profiles with confidence and precision. Presented by Denise Keiser, Director of Training at BALANCE

Take your financial counseling to the next level! Completed a financial counseling certification program? Know all the facts? Congratulations! Now what? BALANCE’s Coach to the Coach Practicum is the ideal next step for individuals with a strong understanding of personal finance and want to build their counseling skills. ·       Practical Application ·       Skill Enhancement ·       Confidence Building ·     Preparation for Real Client Interactions Three Session Program October 24, October 31 and November 13 at 10 am Pacific Cost per participant: $700 To learn more or register, contact our Partner Relations team at partner-relations@balancepro.org. Ask about how to send multiple participants or have a custom program built for your organization.

Today, on Housing Counselor Day, we celebrate our amazing team of HUD Certified Housing Counselors and leadership who commit themselves every day to changing lives through their compassionate support, industry knowledge, and tireless care for our clients. #HUDCertifiedProud 

Congratulations to Christina Lara, CFC on passing her HUD Housing Counseling Certification! She is all set to help families ensure housing stability. #HUDCertifiedProud

Yesterday, BALANCE was honored to attend the Celebration of the San Francisco Financial Counseling Program, hosted by Treasurer, José Cisneros. We have been part of the program since inception and it was a beautiful day to celebrate all the good the program has done and will continue to do for the San Francisco community. #San Francisco Mayor's Office of Housing and Community Development #OFE

Today is a great day at BALANCE, we are celebrating the opening of a new office at the San Francisco African American Cultural Distrit (5172 3rd St in San Francisco) #OpenHouse #CommunityDevelopment #Housing

BALANCE, Chief Operating Officer, Cynthia Campbell, met with the Cornerstone League Young Professionals (YPs) in the morning and had a break-out session in the Board Track at the Elevate Leadership Conference. In the evening, the work of the Cornerstone Foundation was celebrated by raising money at the annual Syng Competition. #Learning #Networking #Celebrating #CreditUnions

Howard Feitel - one of our incredible Smart Money Coaches - represented BALANCE at the City and County of San Francisco Backpack Giveaway. A great day for a great cause!

There's still time to register and join us!  Presented by Cynthia Campbell, COO of BALANCE, you’ll learn how financial coaching goes beyond simply developing budgets or analyzing credit reports. Sometimes, coaches need to support people through some of their toughest financial challenges. During these difficult times, emotions run high, and conversations can be challenging. This session equips you with the skills to be an empathetic and active listener, helping you guide the people you serve through their financial distress.