Archived RESNA Catalyst Project Webinars
Update on RESNA Catalyst Project CEUs
You may receive CEUs for viewing most archived webinar sessions. RESNA is an approved authorized provider for CEU credits by the International Association for Continuing Education and Training (IACET). You can receive .1 CEUs for a sixty minute webinar and .2 CEUs for a ninety minute webinar. To apply for CEUs for a specific webinar, request the CEU Application Form from Paul Galonsky at pgalonsky@resna.org, complete it, and send it to RESNA as the directions indicate within the CEU application. There is a $28 fee to receive credits for each webinar.
Webinar Archives
2016 Webinars
- Deaf/Hard of Hearing Work Group Webinar: The Basics about Cochlear Implants
Date: July 27, 2016
Presenter: Heidi Lervik, Arizona Technology Access Program
View archived webinar (MP4) Transcript (RTF) Webinar Presentation (PPTX) - Accessible Social Media for All
Date: June 9, 2016
Presenter: Lori Markland, MFA Lori Markland, Director of Communications for the Maryland Department of Disabilities Technology Assistance Program
View archived webinar (MP4) Transcript (RTF) Webinar Presentation (PDF) - Deaf/Hard of Hearing Work Group Webinar: Get in the Loop on Hearing Loops
Date: May 4, 2016
Presenter: Juliëtte Sterkens, Audiologist
View archived webinar (MP4) Transcript (RTF) Webinar Presentation (PDF) - Mobile Technology @Work for Persons with Intellectual Disabilities
Date: March 23, 2016
Presenter: Leonard McPherson, Phoenix Therapeutic Services, Inc.
Listen to archived webinar (MP4) Webinar Presentation (PDF) Webinar Transcript (RTF) - The ADA, Sensory Disabilities, and Assistive Technology: Core Technologies for Nonvisual Access
Date: February 24, 2016
Presenters: Diego Demaya, Southwest ADA Center and Curtis Chong, New Mexico Commission for the Blind
View archived webinar - An Update on Cognitive Aids for People with Brain Injury
Date: February 17, 2016
Presenter: Tony Gentry, Virginia Commonwealth University
Listen to archived webinar (MP4) Webinar Presentation (PDF) Webinar Transcript (RTF) - Becoming a Community Development Financial Institution (CDFI): Part Two
Date: February 16, 2016
Presenters: Lisa Wagner, Bluestem Consulting, Inc., Susan Tachau, Pennsylvania Assistive Technology Foundation, and Jack Brummel, Washington Access Fund
Listen to archived webinar (MP4) Webinar Presentation (WORD) - Indirect Cost Teleconference - February 10, 2016
This call featured program experiences applying Indirect Cost by Curtis Edmonds with Disability Rights New Jersey, Sara Sack with Assistive Technology for Kansans Program, Jennifer Lynn Myers, and Jessica Black-Magnussen with Kansas’s Bureau of Child Research.
Listen to archived webinar (MP3) Indirect Cost Fact Sheet (WORD) Examples of Indirect Cost (PPT) - Assistive Technology and Access to the Vote
Date: January 27, 2016
Presenters: Diane Cordry Golden, ATAP, Rob Carr, Oklahoma ABLE Tech, and Michelle Bishop, NDRN
Listen to archived webinar (MP4) Webinar Presentation (PPT) Webinar Transcript (RTF)
2015 Webinars
- Becoming a Community Development Financial Institution (CDFI): Introduction and Overview
Date: December 10, 2015
Presenter: Lisa Wagner, Bluestem Consulting, Inc
Listen to archived webinar (WMV) Webinar Presentation (PPT) CDFI Brochure (PDF) CDFI Certification Handout (PDF) - Funding AT for Blind to Support Work and Independence: Looking to State Vocational Rehabilitation Agencies, other Funding Sources, and other Funding Strategies to Obtain AT
Date: December 9, 2015
Presenters: Jim Sheldon, Neighborhood Legal Service and Ron Hager, National Disabilities Rights Network
Listen to archived webinar (MP4) Webinar Presentation (PPT) VR Funding of AT (PDF) Webinar Transcript (RTF) - Revisions to the Quality Indicators Manual for Device Loan
Date: November 10, 2015
Presenters: Paul Galonsky and Joey Wallace, RESNA Catalyst Project and Rob Groenendaal, ACL
Listen to archived webinar (MP4) Webinar Presentation (PPT) QI Device Loan Manual Draft (WORD) - Deaf/Hard of Hearing Work Group
Date: October 28, 2015
Presenter: Laura Plummer, Wisconsin Assistive Technology Program (WisTech)
View archived webinar (WMV) Transcript (RTF) App Spreadsheet Directions (RTF) - How to Apply for a High Impact Innovative Quality of Life Grant
Date: October 26, 2015
Presenters: Tony Coelho and Donna Valente, Christopher Reeve Foundation for Quality of Life and Joey Wallace, RESNA Catalyst Project
View archived webinar (WMV) - Deaf/Hard of Hearing Work Group
Date: July 29, 2015
Presenter: Laura Plummer, Wisconsin Assistive Technology Program (WisTech)
View archived webinar (WMV) Webinar Transcript (RTF) Webinar PDF (PDF) - Telework Webinar: Reading and Reviewing Business Plans
Date: July 16, 2015
Presenter: Kathy Gilman, Washington Access Fund
View archived webinar (WMV) Webinar Presentation (PPT) Webinar Presentation (PDF)
Keys to Success Work Book (PDF) - Credit Builder’s Alliance Webinar
Date: June 26, 2015
Presenters: Elisabeth Johnson and Michelle Parker, Credit Builders Alliance
View archived webinar (WMV) Webinar Presentation (PPT) - Health and Human Service’s Payment Management System Webinar
Date: May 4, 2015
Presenter: Tonja Thomas, Program Support Center, Health and Human Services
View archived webinar (WMV) Phone Recording (MP3) Webinar Transcript (RTF)
Webinar Presentation (PDF ) - The Americans with Disabilities Act (ADA) Standards and Planning Accessible Design in Device Demonstration and Display Rooms for Statewide AT Programs
Date: April 15, 2015
Presenters: Andy Winnegar, Southwest ADA Center, Francie Gilman, Montgomery County Public Libraries, Denise Barton Schuler and Lori Markland, Maryland Technology Assistance Program
View archived webinar - Demonstration of the VRX System: A Person-Centered Expert System for Matching Individuals with Needed Workplace Accommodations
Date: March 11, 2015
Presenters: Daniel K. Davies, MA, Founder and President of AbleLink Technologies, Inc., along with Marcia J. Scherer, PhD, MPH, FACRM, President of the Institute for Matching Person & Technology
View archived webinar (WMV) Transcript (RTF) - Deaf/Hard of Hearing Work Group-KATS Network Hearing Aid Assistance and Reuse Program
Date: February 26, 2015
Presenter: Jimmy Brown, Kentucky Assistive Technology Service (KATS) Network
View archived webinar (WMV) Webinar Transcript (RTF) Webinar PowerPoint (PPT) Text version of Webinar PPT (RTF) SHARP Brochure (PDF) SHARP Overview (PDF) SHARP Donation (PDF) - Assistive Technology and Aging: Inclusive Solutions and the Americans with Disabilities Act (ADA)
Date: January 21, 2015
Presenters: Andy Winnegar, Southwest ADA Center, and Aimee Sterk, Michigan Disability Rights Coalition
View archived webinar - SGAT Program Directors Teleconference: The Transfer of the AT Act - March 4, 2015
This call featured information by Rob Groenendaal, Assistive Technology Program Manager, who presented on the transfer of the AT Act from the Department of Education, Rehabilitation Services Administration to the Department of Health and Human Services, Administration on Community Living.
Teleconference Transcript (RTF) - Statewide AT Directors Forum - February 17, 2015
On February 17, 2015, the RESNA Catalyst Project hosted a Statewide AT Directors Forum. The Forum is designed for SGAT Directors to talk informally about AT Act topics and programmatic issues that they may be currently facing, as well as technical guidance adhering to federal and state regulations. During this call, Lauren Rock, Nebraska’s AT4ALL Program Coordinator, discussed the disposition and reuse of AT devices purchased by Statewide AT Programs. In addition, Lauren discussed the Nebraska ReRUN Program.
Forum Transcript (PDF) Lauren Rock’s Notes and Resources (WORD)
2014 Webinars
- AT & Employment Webinar Series:
- Using Traditional Medicaid and Medicaid Waivers to Fund Assistive Technology to Support Work
Date: February 18, 2015
Presenters: Diane Straube and Jim Sheldon, Neighborhood Legal Services
View archived webinar (WMV) Webinar PowerPoint (PPT) Text version of Webinar PPT (RTF) Webinar Transcript (RTF) Medicaid and Medicaid Waivers (PDF) - A Review of Lesser Known Funding Sources and Strategies for Work-Related Assistive Technology
Date: November 19, 2014
Presenters: Ron Hager, National Disabilities Rights Network and Jim Sheldon, Neighborhood Legal Services
View archived webinar (WMV) Webinar PowerPoint (PPT) Text version of Webinar PPT (RTF) Webinar Transcript (RTF) Funding Strategies for Assistive Technology (PDF)
- SSI’s Plan for Achieving Self Support: Using the PASS to Fund Assistive Technology
Date: October 22, 2014
Presenters: Ron Hager, National Disabilities Rights Network and Jim Sheldon, Neighborhood Legal Services
View archived webinar (WMV) Webinar PowerPoint (PPT) Text version of Webinar PPT (RTF) Webinar Transcript (RTF) Additional Resources (RTF)
- State Vocational Rehabilitation Agencies: Using the VR Agency to Fund Assistive Technology
Date: September 17, 2014
Presenters: Ron Hager, National Disabilities Rights Network and Jim Sheldon, Neighborhood Legal Services
View archived webinar (MP4) Webinar PowerPoint (PPT) Text version of Webinar PPT (RTF) Webinar Transcript (RTF) VR Funding of Assistive Technology (PDF) - Funding Work-Related Assistive Technology for the Transition-Aged Special Education Student
Date: July 23, 2014
Presenters: Ron Hager, National Disabilities Rights Network and Jim Sheldon, Neighborhood Legal Services
View archived webinar (WMV) Webinar PowerPoint (PPT) Webinar Transcript (RTF)
Using General Mandates to Fund AT (PDF) Funding AT through Special Education Programs (PDF) - Obtaining or Retaining Medicaid While Working: The Section 1619(b) and Medicaid Buy-In for Working People Programs
Date: June 25, 2014
Presenters: Ron Hager, National Disabilities Rights Network and Jim Sheldon, Neighborhood Legal Services
View archived webinar (MP4) Webinar PowerPoint (PPT) Webinar Transcript (RTF)
- Using Traditional Medicaid and Medicaid Waivers to Fund Assistive Technology to Support Work
- AT & Education Webinar Series:
- Assistive Technology, Accessibility, and High-Stakes Assessments
Date: October 8, 2014
Presenter: Dave Edyburn, University of Wisconsin-Milwaukee
View archived webinar (WMV) Webinar PowerPoint (PPT) Text of PowerPoint (RTF)
Webinar Transcript (RTF) The New Common Core State Standards Assessments: Building Awareness for Assistive Technology Specialists (PDF)
Note: Due to fluid changes in technology as well as the implementation of computer-based assessments beginning in 2015, information found in this webinar may not be current. For updates contact edyburn@uwm.edu. - A Historical Background of Scholastic Assessments and the use of Assistive Technology in the United States
Date: September 9, 2014
Presenters: Janice Carson, Idaho Statewide AT Program, Ron Hager, National Disability Rights Network
View archived webinar (WMV) Webinar PowerPoint (PPT) Webinar Transcript (RTF) Accommodations on State and Local Testing (RTF)
- Assistive Technology, Accessibility, and High-Stakes Assessments
- The Promise of Olmstead—Status of Assistive Technology use in planning for the needs of individuals with intellectual disabilities
Date: February 26, 2014
Presenters: Brian Bryant, PhD, University of Texas at Austin, Andy Winnegar, Southwest ADA Center, and Janice Carson, Director of the Idaho Assistive Technology Project
View archived webinar IOS App Analysis Individuals with Intellectual and/or Developmental Disabilities Use of Assistive Technology Devices in Support Provision (PDF)
- Overview of the CISCO Meraki Dashboard
Date: February 21, 2014
Presenter: John Effinger, M.S. CCC-SLP, Program Coordinator, Missouri Assistive Technology
View archived webinar (WMV) Webinar PowerPoint (PPT) IPad Loan Checklist (DOC) Webinar Transcript (RTF)
- Loan Directors - New Directors Series – September 25, 2014
The final in the series of Loan Program New Directors series was held on September 25, 2014. The discussion focused on Board of Director Development and Working with a board.
Audio Recording (MP3) PowerPoint (PPT) New Board Member Orientation Checklist (RTF)
Board Development Tips (RTF) Board Self-Assessment Survey (RTF)
- AT AFP Grant Competition Information Call - August 21, 2014
The RESNA Catalyst project and Rob Groenendaal from RSA hosted a Q&A; call on the new AT AFP grant competition. The general guidelines were discussed and specific questions from interested parties were answered.
MP3 Recording
- Processes That Work: Loan Underwriting-February 28, 2014
Tracy Beck, Director of Operations, and Susan Tachau, Executive Director from the Pennsylvania Assistive Technology Foundation, presented in depth about the Pennsylvania Alternative Financing Program’s. Highlights included Pennsylvania’s successes with loan underwriting and present strategies for new directors to advance their own programs.
Audio Recording (WMV) PowerPoint (PPT) - AT AFP Grant Competition Information Call - August 21, 2014
The RESNA Catalyst project and Rob Groenendaal from RSA hosted a Q&A; call on the new AT AFP grant competition. The general guidelines were discussed and specific questions from interested parties were answered.
MP3 Recording - WIOA Information call - August 7 2014
Rob Groenendaal from RSA presented on a call to discuss the recent passage of the new WIOA legislation and answered questions on how this may impact the alternative financing programs.
MP3 Recording - WIOA Information call - August 5 2014
Rob Groenendaal from RSA presented on a call to discuss the recent passage of the new WIOA legislation and answered questions on how this may impact the statewide programs.
MP3 Recording
2013 Webinars
- New AT Purchasing Discount Forum Tour
Date: August 22, 2013
Presenter: Jason Luciano, RESNA Catalyst Project
View archived webinar (WMV) - Accessibility of Web Information: Implications for how the Public and Private Sector Conducts Business
Date: August 21, 2013
Presenters: Andy Winnegar, Southwest ADA Center and Sachin Pavithran, Utah Assistive Technology Program
View archived webinar
- Distance Tools for Assistive Technology Demonstrations
Date: July 17, 2013
Presenters: Rob Groenendaal and Brian Bard with RSA, Mystie Rail with Assistive Technology for Alaska, Maureen Melonis with the Assistive Technology Program of Colorado, and Peggy Shireley with the North Dakota Interagency Program for Assistive Technology
View archived webinar (WMV) Webinar PowerPoint (PPT) AT Act Instructions Manual (RTF) Webinar Transcript (RTF)
- Grant Award Notification System/G5 Webinar
Date: June 19, 2013
Presenters: Rob Groenendaal and Brian Bard with RSA and Joey Wallace with the RESNA Catalyst Project
View archived webinar (coming soon) Instructions on how to validate certifying signature (Word) Webinar Transcript (RTF)
- Security Screening and Traveling with Assistive Technology
Date: April 25, 2013
Presenter: Jeremy Buzzell, Branch Manager, Disability Branch, Disability and Multicultural Division, Office of Civil Rights and Liberties, Ombudsman, and Traveler Engagement, Transportation Security Administration
View archived webinar ( MP4 Video) PowerPoint Presentation Webinar Transcript (RTF) - Negotiating Access to Assistive Technology after High School: Planning Strategies & Civil Rights
Date: April 23, 2013
Presenters: Andy Winnegar, Southwest ADA Center, and Laura E. Plummer, MA, CRC, ATP, Sr. Rehabilitation Technologist, SVRI UW Stout
To download archived webinar materials, visit www.adaconferences.org/RESNA/Archives/.
- A Brain in the Palm of your Hand: Handhelds and Tablets as Cognitive Aids for People with Brain Injury
Date: Wednesday, March 27, 2013
Presenter: Tony Gentry, PhD OTR/L, Associate Professor, Director, Assistive Technology for Cognition Laboratory, Virginia Commonwealth University
View archived webinar (MP4 Video) PowerPoint Presentation (PDF) Webinar Transcript (RTF)
- WEBED13-SWADA03: Best Practice-Assistive Technology and the Interactive Process of Employee Accommodations
Date: Wednesday, 23 January 2013
Presenters: Andy Winnegar, SW-ADA New Mexico Affiliate, David Altman and Desirae Vallie, Nebraska Assistive Technology Partnership
View Archive at http://www.adaconferences.org/RESNA/Archives/
- Introducing the Assistive Technology for Employer and Business Web Portal
Date: Tuesday, January 22, 2013
Time: 2:00 PM-4:00PM Eastern Time
Presenters: Sönke Dornblut and Anne Long with AT Connects, and Paul Galonsky with the RESNA Catalyst Project
View archived webinar (Video) PowerPoint Presentation Webinar Transcript (RTF)
- Assistive Listening Devices for Deaf and Hard-of-Hearing Populations
Date: Wednesday, January 9, 2013
Time: 3:00PM-4:00PM Eastern Time
Presenter: Valerie Stafford-Mallis, Alternative Communication Services
View archived webinar (Video) PowerPoint Presentation Webinar Transcript (RTF)
Bibliography (RTF) HLAA-ALDS-Brochure (PDF)
- Financial Literacy Part I - March 19, 2013
This teleconference introduced loan program directors and staff to financial literacy as an option for loan programs. Kathy Gilman from Washington spoke about how financial literacy training has been successfully incorporated into AFP and other loan programs, and how this can strengthen the integrity and portfolio of a program.
MP3 - RSA Teleconference, February, 27, 2013
Rob Groenendaal and Brain Bard with RSA conducted a teleconference for Statewide AT Act Programs to discuss common questions often asked about in the SF 425 and State Plan. In addition, this teleconference served as an open forum to ask Rob and Brain questions.
Note: RSA can only can only accept electronic submission of the SF-425 at rsa.ed.gov.
MP3 Recording S-425 Form (PDF) SF-425 Instructions (PDF)
2012 Webinars
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Three Part Webinar Series on Transition
This three part webinar series is on AT Transition activities related to Youth Leadership, Policy, and State Transition Teams. Each one hour Webinar highlights activities from several statewide AT programs.- Webinar One: State Transition Teams - September 12, 2012
Presenters: Janice Carson (ID) and Susy Wood (IL)
View archived webinar (video) Webinar Transcript PowerPoint Presentation - Webinar Two: Youth Leadership – October 17th, 2012
Presenters: Marilyn Hammond & Clay Christensen (UT), Ann Shor (MA), and Kathleen Laurin (MT)
View archived webinar (video) PowerPoint Presentation - Webinar Three: AT Transition Policy - December 13, 2012
Presenters: Linda Jaco (OK) and Kathy Hayfield (VA)
View archived webinar (video) PowerPoint Presentation
- Webinar One: State Transition Teams - September 12, 2012
- WEBED12-SWADA01: Enhancing Student Services to Provide Accessibility in Post-Secondary Settings
PRESENTERS: Brian Ayres, Arkansas Easter Seals and Janet Peters, Project Coordinator for Great Lakes ADA Center
DATE: Wednesday, February 29, 2011
TIME: 2:00 - 3:30 p.m. Eastern Time
Archived Webinar and Handouts Form to apply for CEUs for this webinar
- WEBED12-SWADA02: Olmstead-Beyond the Legal Interpretation - What states are doing to improve community services necessary for individuals with disabilities to leave institutions
PRESENTER: C. Talley Wells, Attorney and Director of the Mental Health and Disability Rights Project, Atlanta Legal Aid Society, Inc
DATE: Wednesday, March 21, 2012
TIME: 2:00 - 3:30 p.m. Eastern Time
Archived Webinar and Handouts Form to apply for CEUs for this webinar
- Second AFP Grant Competition Information Call (29 August 2012) (MP3)
Brian Bard and Rob Groenendaal of RSA speak in a second conference call about the AFP Grant competition for 2012. They discuss grant application requirements and answer questions from participants. - 2012 AFP Grant Competition (15 August 2012) (MP3)
Rob Groenendaal and Brian Bard from RSA present information on and answer questions about the 2012 AFP grant competition. - Application Red Flags: Low Credit Scores and Other Credit Report Issues - May 9, 2012
Cheryl Fatnassi from VT and Milissa Gofourth from OK talk about common red flags found in a loan applicant's credit report, and how programs can address them to help the applicant be successful. PowerPoint MP3 - Quality Indicators for Financial Loan Programs - March 27, 2012
The RESNA Catalyst Project reviews and discusses the recently-developed Quality Indicators for Financial Loan Programs document.
MP3 Quality Indicators for Alternative Financing and Telework Loan Programs document (word) - What's New in Asset Development - March 15, 2012
Tom Foley, Deputy Director of the World Institute on Disability, presents on the current state of Asset Development and how to incorporate this into a financial loan program.
MP3 Powerpoint - Quality Indicators for Device Demonstration Teleconference - April 12, 2012
This teleconference discussed best practices and resources that can help your program in providing device demonstration services in your state. Jamie Hayhurst (West Virginia), Kevin R. Wright, and Sarah Mak (Tennessee) led the discussion and answered questions.
MP3 PowerPoint Transcript (word) - Quality Indicators for Device Loan Teleconference - March 15, 2012
This teleconference discussed best practices and resources that can help your program in providing device loan services in your state. Carol Girt (Indiana) and Lynette Strode (Illinois) led the discussion and answered questions.
MP3 PowerPoint Transcript (word) - Developing State Plans Teleconference - Thursday, January 12, 2012
Rob Groenendaal and Brian Bard from RSA discussed State Plan requirements and timelines, and Project Directors Sachin Pavithran (UT) and Alan Knue (WA) talked about how each of their Projects approach developing the State Plan.
Transcript (word) MP3 OSATP State Plan Template (word)
2011 Webinars
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WEBED11-ATIA01: What's New in AT from ATIA 2011 Orlando
PRESENTERS: Representatives from ATIA on new product announcements from ATIA 2011 Orlando
DATE: Wednesday, March 23, 2011: 2:00 - 3:30 p.m. Eastern Time
Archived Webinar and Handouts Transcript
Form to apply for CEUs for this webinar - WEBED11-GMU01: Accessible Instructional Materials (AIM) Overview
PRESENTERS: Cindy L. George, AIM production Coordinator, Virginia's Accessible Instructional Materials Project, Keller Institute for Human disAbility at George Mason University
DATE: Thursday, April 14, 2011: 12:30 - 2:00 p.m. Eastern Time
Archived webinar ID: WEBED-GMU01-2 (no key required) Handout Transcript
Form to apply for CEUs for this webinar - WEBED11-ATIA02: AIM - Products and Services from ATIA Members
PRESENTERS: Joy Zabala, CAST; Betsy Burgess, Benetech/Bookshares; and Mary Jo Barry, Don Johnston Incorporated on Accessible Instructional Materials (AIM) products and services
DATE: Wednesday, April 20, 2011: 2:00 - 3:30 p.m. Eastern Time
Archived webinar ID: WEBED-ATIA02 (no key required) Transcript
Form to apply for CEUs for this webinar - WEBED11-GMU02: Accessibility of Mobile Technology
PRESENTERS: Representatives from Keller Institute for Human disAbility at George Mason University
DATE: Thursday, May 19, 2011: 12:30 - 2:00 p.m. Eastern Time
Archived webinar ID: WEBED-GMU02-3 (no key required) Transcript Handout
Form to apply for CEUs for this webinar - WEBED11-ATIA03: JAWS - Product Releases, Updates and Walk Thru from Freedom Scientific
PRESENTERS: Eric Damery, Vice President, Software Product Management and Dan Clark, Trainer, Tutorial, and Curriculum Developer, Freedom Scientific Blind/Low Vision Group
DATE: Wednesday, May 25, 2011: 2:00 - 3:30 p.m. Eastern Time
Archived webinar ID: WEBED-ATIA03 (no key required) Transcript Handout
Form to apply for CEUs for this webinar - WEBED11-GMU03: Evidence Based Practice: AT in the Core Curriculum
PRESENTER: Dr. Tara Jeffs, George Mason University
DATE: Thursday, June 16, 2011: 12:30 - 2:00 p.m. Eastern Time
Archived webinar ID: WEBED-GMU03 (no key required) Transcript PowerPoint
Form to apply for CEUs for this webinar
- WEBED11-ATIA04: Literary Software Updates from Leading ATIA Members
PRESENTERS: Representatives from ATIA member companies: Cambium Learning Technologies, Don Johnston Incorporated, Freedom Scientific Learning Systems Group and Texthelp Systems Inc.
DATE: Wednesday, June 22, 2011: 2:00 - 3:30 p.m. Eastern Time
Archived webinar ID: WEBED-ATIA04 (no key required) Handouts
Form to apply for CEUs for this webinar
- WEBED11-GMU04: Data Collection (Overview)
PRESENTERS: Representatives from Keller Institute for Human disAbility at George Mason University
DATE: Thursday, September 15, 2011: 12:30 - 2:00 p.m. Eastern Time
Archived webinar ID: WEBED-GMU04 (no key required) Transcript PowerPoint Handout
Form to apply for CEUs for this webinar - WEBED11-ATIA05: Data Collection - Products and Services from ATIA Members
PRESENTERS: Representatives from ATIA member companies: Cambium Learning Technologies and AbleLink Technologies.
DATE: Wednesday, September 28, 2011: 2:00 - 3:30 p.m. Eastern Time
Archived webinar ID: WEBED-ATIA05 (no key required) Transcript
Form to apply for CEUs for this webinar
- New AFP Program Directors Conference Call Series:
- The Application Review Process - June 22, 2011
Continuing the series for new AFP directors, this conference call focuses on the Application Review Process. The discussion centers on tracing an application through a program's process, and the positives and "red flag" issues for which program personnel should watch.
MP3 - Lending Basics Conference Call Series: Second call - May 25, 2011
Continuing the series for new AFP directors, this conference call focused on customer service. The scope of "customer" was explored, as well the manner in which to provide excellent customer service. The recording of this call may be reviewed, and is available here in an MP3 format.
MP3 - The History of the AT Act - March 22, 2011
During this call of the New Directors of AFP series, Rob Groenendaal from RSA presents on the history of the federal legislation leading to the current AT Act. The several iterations of the legislation, the impact on states, and current trends are all discussed.
MP3
- The Application Review Process - June 22, 2011
- New Telework Program Directors Conference Call Series:
- Findings of the Top Performers workgroup of the Telework Initiative in 2010 - May 24, 2011
Wrapping up the series of conference calls for directors new to Telework Programs, the fourth scheduled call focused on the findings of the Top Performers workgroup of the Telework Initiative in 2010. The identified Keys to Success were reviewed in greater detail. The publication is listed in Word format, and the recording of this discussion is available for review in an MP3 format.
MP3 Publication: Findings from Top Performers - Microdevelopment Organizations - April 5, 2011
Kathy Gilman, from the Washington Access Fund, presents on microdevelopment and microenterprise organizations. The discussion includes how these groups can be utilized within a telework loan program.
Handout PowerPoint MP3 - The Technical Assistance Circular (TAC) - March 14, 2011
During this installment of the Telework New Director Series, Rob Groenedaal from RSA and Kathy Gilman from the Washington Access Fund discuss the RSA Technical Assistance Circular (TAC) for Telework Programs. Questions and answers from the invited audience are included.
MP3
- Findings of the Top Performers workgroup of the Telework Initiative in 2010 - May 24, 2011
- General Teleconferences
- AFP/Telework Program Data Submission Teleconference - November 14, 2011
This conference call provided information about submission requirements and timelines for FY 2011 data for AFP and Telework Loan Programs. Diane Golden explained the minor changes made to the data instrument and answered questions from participants.
MP3 AFP Data Collection Instrument – SF 662 (word) Telework Data Collection Instrument and Instructions – SF 687 (word) - Introducing the RESNA Catalyst Project New Website: Focus on AFP/Telework Resources - April 6, 2011
The RESNA Catalyst Project rolls out its new Website (www.resnaprojects.org) via a series of two webinars. This Webinar highlights features of interest to financial loan programs. An external link goes to the archived webinar. Use CATWEB462011 as the recording ID, there is no Key required.
Transcript PowerPoint Handout - Using Tax Benefits and Credits as a Catalyst for Economic Independence for People with Disabilities - Webinar Thursday February 17, 2011
Johnette Hartnett, National Disability Institute; Don Dill, Internal Revenue Service; and Jackie Wilks-Weathers, Georgia Center for Financial Independence & Innovation discuss several tax services and initiatives that might benefit clients needing Assistive Technology.
IRS PowerPoint REI PowerPoint
- AFP/Telework Program Data Submission Teleconference - November 14, 2011
- Introducing the SF 425 - Financial Reporting Instrument - December 8, 2011
The SF 425 form replaced the SF 269. This call features Brian Bard and Rob Groenendaal from RSA, who explain what is in the new form and answer questions from participants.
Transcript (word) MP3 SF425 (pdf) Instructions for SF425 (pdf)
Federal Financial Report (FFR) 10-03 (word) - Statewide AT Program Data Submission Teleconference - November 14, 2011
This conference call provided information about submission requirements and timelines for FY 2011 data for Statewide AT Programs. Diane Golden explained the changes made to the data instrument and answered questions from participants.
MP3 SF 572 (word) Instructions Manual for SF 572 (word) - Performance Based Contracts Teleconference - September 22, 2011
Sonke Dornblut, Project Coordinator with Assistive Technology in New Hampshire, discussed the Program's use of Performance Based Contracts (PBC), how to achieve statewideness through PBC, determining PBC project goals and data reporting, contractor professional development, and what is funded through PBC.
MP3 PowerPoint - How to Liquidate Formula Funds Teleconference - August 18, 2011
Brian Bard and Rob Groenendaal from RSA provide information about a new process for obligating and liquidating formula grant funds for statewide programs, with particular attention on the procedure for late liquidations.
MP3 - Introducing the RESNA Catalyst Project New Website: Focus on Statewide AT Program Resources - April 21, 2011
The RESNA Catalyst Project rolls out its new Website (www.resnaprojects.org) via a series of two webinars. This Webinar highlights features of interest to statewide AT programs. An external link goes to the archived webinar.
Transcript PowerPoint Handout Archived webinar (ID:CATWEB4212011 - no key required) - Developing a Comprehensive Marketing Plan - Teleconference Series
- Part 4 - Reviewing Your Marketing Goals and Putting Your Marketing Plan Together - Wednesday, February 23, 2011
This call focuses on reviewing the worksheets from the earlier calls to compile a marketing plan. Discussion centers on ensuring that each of the components of the plan are consistent and that they are likely to reach the marketing goals and that the marketing activities will be evaluated.
Transcript MP3 Agenda Worksheets Toolkit - Part 3 - Developing a Promotion Plan - Wednesday, February 9, 2011
Mary Virtue will discuss how to develop the promotion plan, including identifying influencers and the use of focus groups to assist with understanding your markets.
Transcript (RTF) MP3 Agenda (RTF) Worksheets 5 and 6 (RTF) - Part 2 - Identifying Target Markets and Analyzing Distribution Channels - January 12, 2011
Mary Virtue of Cornerstone Consultants guides programs to look at their various markets and how to best reach them. Programs will look to defining their own target markets and distribution channels.
Transcript (RTF) MP3 Agenda (RTF) Worksheets 4 and 5 (RTF)
- Part 4 - Reviewing Your Marketing Goals and Putting Your Marketing Plan Together - Wednesday, February 23, 2011
- Loan Closing and Servicing, Teleconference held January 12, 2010
Cheryl Fatnassi of the Vermont AFP explains the processes that take place as a loan is closed, and serviced. She will explain key documents and steps including booking a loan, securing collateral and disbursing funds. Dealing with missed payments will also be addressed from the perspective of both a guarantor and direct lender.
Transcript (RTF format) MP3 (6.4MB) PowerPoint - Developing A Comprehensive Marketing Plan - Teleconference Series
- Part 1 Value of a Marketing Plan and Creating a Brand - December 14, 2010
Mary Virtue of Cornerstone Consultants sets the stage for preparing a marketing plan. It touches on the importance of a plan and the components. Discussion also touches on the question of branding one service versus branding all the program services.
Transcript (RTF) MP3 Agenda (RTF) Worksheets 1 and 2 (RTF)
- Part 1 Value of a Marketing Plan and Creating a Brand - December 14, 2010
- Q&A With RSA: SF269, State Plans, and Other Items - Teleconference -
December 9, 2010
Rob Groenendaal, Brian Bard, and Ken Schellenberg from RSA discuss the SF269 form, and its newer version the 425. They explain the importance of these forms. In addition, they answer questions on State Plan amendments and performance measures.
Transcript (RTF)
- Introducing the New Technical Assistance Grant - November 4, 2010
Nancy Meidenbauer and Jason Luciano unveil the new RESNA Catalyst Project. They present the vision, major themes, and activities under the new technical assistance grant for the AT Act Programs that are planned for the next five years.
Transcript (RTF) PowerPoint MP3
- A Year in Review: FY 2009 Data for Statewide AT Programs and AFPs - October 4, 2010
Rob Groenendaal from RSA and Diane Golden from NISAT discuss the national data generated by statewide AT programs and AFPs this past year. They look at trends from FY 2007 to the FY 2009 data.
Transcript (RTF) MP3 PowerPoint
- Social Networking Basics - Tuesday, September 21, 2010
Wade Wingler and Sara Croft from the Indiana Assistive Technology Act Project (INDATA) provide an overview of key social networking tools (Facebook, twitter, YouTube, Blogs) and how they use them to market their statewide AT program activities and services. The presentation looks at why these tools are important and what outcomes have resulted from using these tools. It will also look at each of these tools and describe the audiences and activities for which each of these tools is best suited.
Transcript (RTF) PowerPoint MP3
- Early Intervention Initiatives in Assistive Technology - July 15, 2010
Brian Burne and Maureen Melonis of Assistive Technology Partners, University of Colorado shared information on the network of early intervention (EI) providers who have gone through training with AT Partners in order to serve as a resource for their local EI community. Beth Heyd of the Westchester Institute for Human Development with New York State TRAID Center also provided information on the long term collaboration with the counties in their region to provide an early intervention device demonstration and loan program.
Transcript (RTF) PowerPoint Returns Pie Chart 2010 (XLSX)
- Meeting the AT Needs of Preschool Students Under the IDEA - June 17, 2010
Ron Hager from the National Disability Rights Network presented information on the variety of funding sources available to preschool students needing AT. One of the most important is the Individuals with Disabilities Education Act (IDEA). Part C of the IDEA, the early intervention program for infants and toddlers, covers children with disabilities from birth through age two. The school-age provisions of the IDEA, Part B, cover students beginning at age three.
Transcript (RTF) PowerPoint MP3 Advocate Newsletter (PDF)
- EPSDT & AT - May 13, 2010
Diana Straube from Neighborhood Legal Services presented information on the special requirements of the Medicaid Early and Periodic Screening, Diagnosis, and Treatment Program (EPSDT) and how they can be used to meet unique AT-related needs for children under the age of 21.
Transcript PowerPoint MP3
- Collaborations with Money Follows the Persons Program - March 25, 2010
Laurie Brooks from the Oregon Statewide AT Act Program, Arlene Lugo from the Connecticut Statewide AT Act Project, Bil Roby from Nebraska's Department of Health and Human Services - Division of Medicaid and Long-Term Care and Lauren Rock from the Nebraska Assistive Technology Partnership shared information on collaborations their programs have created with Money Follows the Person initiatives throughout their state.
Transcript
- Training to Keep Seniors in their Homes - Thursday, January 21, 2010
Aimee Sterk from the Michigan Disability Rights Coalition, Jane Gay from the Iowa Program for Assistive Technology, Sandra Root-Elledge from the WIND Assistive Technology Resources, and Deb Fleming from the Wyoming Geriatric Education Center will share information on how their program has provided specialized training to consumers about assistive technology and the importance of the role can play in helping seniors to independently remain in their communities. Handouts will be provided prior to the call.
Transcript View Handouts
- Collections: The Bottom Line, Teleconference held December 8, 2009
This was an opportunity to hear from a panel of AFP programs regarding collecting on defaulted loans. A representative of the collections industry, Chad Echols of Hamilton, Martens & Ballou of Rock Hill, South Carolina, provided an overview of the general process of collecting on past due account and the different approaches a lender or guarantor can take to pursuing collections, as well as some of the legal considerations to keep in mind. Milissa Gofourth of the Oklahoma AFP, and Kathy Gilman from Washington then explained the different processes they use to pursue debt, and advantages and disadvantages of each approach.
Transcript (RTF format) MP3 (9MB)
Collecting on Bad Debt: Lessons from AFP and Telework Programs - a resource document with links to useful information. - Demystifying Titles, Teleconference held November 20, 2009
Todd Wysocki, president of Michigan Auto Title Services, joined us for this teleconference to discuss issues around titles to vehicles loan programs finance. Mr. Wysocki gave an overview of the process to secure a clean title to a vehicle. He also provided definitions to key terms around titles, and, during a lively question and answer, helped to several specific issues faced by programs.
Transcript (RTF format) MP3 (5 MB)
- Loan Committees and the Approval Decision, Teleconference held October 14, 2009
Christy Crowther of Virginia’s New Well Fund discussed the process of sending applications for review to the loan committee and how the loan review committee makes its decisions. She shared an application summary sheet as well as a guide to the underwriting standards used by the committee and explained how her program ensures that loan review committee members are able to render informed decisions about loan applications.
Transcript (RTF format) MP3 (6.5 MB)
Handouts:
1. Criteria Page (RTF) 2. Acceptable Example (PDF) 3. Unacceptable Example (PDF) 4. Borderline Example (PDF)
- The Application Review Process, Teleconference held August 11, 2009
Cheryl Fatnassi of the Vermont AFP covered the process of reviewing and confirming financial and personal data contained in loan applications. She guided participants through the basics of getting applications in ensuring their readiness for review.
PowerPoint Transcript (RTF format) MP3 (15MB) Handout (RTF)
- Strategic Planning Follow-Up Call, Teleconference held June 16, 2009
This call allowed programs to regroup, recap, and discuss progress that they have made toward developing and implementing their strategic plans. Kathy Adams from Maine, and Basil Kessler from Kansas described steps had taken following the series. Joey Wallace will also review the NewWell Fund’s planning documents.
Transcript (RTF Format) MP3 (12 MB)
Joey Wallace PPT Kathy Adams PPT ATLFA Strategic Plan Draft
MPower Planning Questionnaire MPower Worksheet - Customer Service is Our Goal, Teleconference held June 8, 2009
The first in a series designed to enable new directors to quickly acclimate their positions. This session's focus is on leveraging outside sources of support for borrowers, and the role of AFPs in helping them develop financial stability. Several archetypes of borrowers, and possible solutions to their needs will be discussed.
PowerPoint Transcript (RTF format) MP3 (15MB)
- List of hearing aid resources (RTF format)
- Assistive Technology Funding Sources (RTF format)
- Overview of MD Database (PDF format)
- List of hearing aid resources (RTF format)
- The Language of Lending, Teleconference held February 24, 2009
Cheryl Fatnassi of the Vermont AFP and Patti Lind of the Iowa AFP provide an overview of terms encountered through the life of a loan, from application, to underwriting, to servicing and collections.
PowerPoint Transcript (RTF format) MP3 (17 MB) - Developing the Strategic Plan, Teleconference held February 10, 2009
The second in a three-part series on strategic planning focused on how to conduct an analysis, set direction, refine and eventually implement a strategic plan. PowerPoint Transcript (RTF format) MP3 (12 MB) - Preparing for Strategic Planning, Teleconference held January 13, 2009
The first in a three-part series on strategic planning focused on the importance of planning, the potential benefits and concerns, as well as how to select a work group to engage in the process.
PowerPoint Transcript (RTF format) MP3 (13 MB) - Reporting Financial Status Using the SF-269 - December 10, 2009
Brian Bard and Rob Groenendaal from RSA shared information on how to annually report your program's financial status using the SF269 form via RSA's MIS system.
Transcript (RTF format) MP3 (4.6 MB)
- Fee for Service Teleconference - October 29, 2009
This teleconference focused on how to start fee-for-service activities. During this call, Rob Groenendaal and Brian Bard from RSA discussed EDGAR regulations and how to report generated program income. Tammy Koger from the North Carolina AT Act Program, Heather Young and Alma Burgess from the Utah Assistive Technology Program shared information on how their programs have implemented fee-for-service to serve more people with disabilities.
Transcript (RTF format) MP3 (23 MB) PowerPoint PPT text version (RTF format) Excerpts from EDGAR 74.24 (RTF format) CReATE Service Fee Form (RTF format)
- Webinar - Review of FY 2008 Data from Statewide AT Programs and AFPs - September 10, 2009
FY 2008 marked the first year in which we had comprehensive data about the performance of many programs under the AT Act. These data, along with information from the state plans of statewide AT programs, will be featured in the next report to Congress and provide a rich picture of the impact of AT Act programs. Jeremy Buzzell from RSA and Diane Golden from NISAT discussed the national data generated by Statewide AT Programs and AFPs in FY 2008. The link to the archived webinar is: http://talkingcommunities.com/wm/archives/rs0e572c05aff0/Nattap9-10-09/. (The slides for the presentation appear 8 minutes into the presentation.)
Transcript (RTF format) PowerPoint
- How to Conduct Ad Hoc MIS Data Queries - August 21, 2009
Ken Schellenberg, Rob Groenendaal, and Brian Bard from RSA discussed how to search the RSA MIS data system to find annual report and state plan data for AT Act programs. NATTAP has also compiled a chartbook of standard searches of the FY 2009 state plans.
Transcript (RTF format) PowerPoint (7MB) MP3 (87 MB)
- Building Sustainable Business Partnerships - Part 2 of 2 - August 27, 2009
Joan Kester from the George Washington University discussed the importance of building partnerships with employers and identify ways to refine your approach when contacting employers. In today's climate, it is essential to view employers as customers and to paint a clear picture of what AT professionals offer business partners. During the webinar/teleconference, participants had the opportunity to discuss strategies to build sustainable partnerships, customize your approach, and work smarter - not harder by connecting with other organizations.
Transcript (RTF format) MP3 (7MB) PowerPoint
- AT @ Work: What is YOUR Value to Business? Part 1 of 2 - July 16, 2009
Joan Kester from the George Washington University conducted a presentation that provided information on the landscape of employment affecting people with disabilities and how to analyze the needs of employers in your area. During the webinar, participants had an opportunity to discuss strategies to expand their employer base and define their value to business.
Transcript (RTF format) MP3 (12 MB) PowerPoint
- AT, Work and Transition Aged Youth - June 18, 2009
Jim Sheldon from Neighborhood Legal Services led a discussion on how students with disabilities and their families can fund a range of assistive technology (AT) needed as they finish their last years of high school, move into higher education, and plan to enter the workforce. Using a case scenario, Jim facilitated a discussion about how a young person can access several funding sources, including special education programs, Medicaid, Medicare, vocational rehabilitation programs, and SSI Plan for Achieving Self Support (PASS) that can be used to acquire a range of AT.
Transcript (RTF format) MP3 (26 MB)
PPT Presentation
Case Study (RTF format)
Work and AT Booklet (WORD format)
- Pennsylvania AT @ Work Training Materials, May 14, 2009
Amy Goldman and Ann Dolloff from Pennsylvania's Initiative on Assistive Technology (PIAT), and Jennifer Garman of the Disability Rights Network of Pennsylvania presented information on their collaborative approach within the employment network that they developed to promote assistive technology in the workplace through outreach, training, and technical assistance. This call was a follow up from the 2009 AT Act Annual Conference session on the AT Collaborative where more detailed information on the employment collaborative with a focus on the "AT@Work" training package that is used during the Train-the-Trainer trainings throughout their state was shared.
MP3 (12 MB) Transcript (RTF format)
- Providing Services to Veterans and Wounded Service Members - February 19, 2009
Tammy Koger from the North Carolina Assistive Technology Project hosted a conference call to discuss their collaboration with Enable America as well as share information on how they reach out to provide services to veterans and active duty service members.
Transcript (RTF format) MP3 (12.8 MB)
- Rural Statewideness Teleconference - January 15, 2009
NATTAP hosted the second affinity call for programs to discuss their outreach to Rural populations on the set up of portable and mobile demonstration centers. Roger Levy, of the Texas Technology Access Program and Kevin Wright, of the Tennessee Technology Access Program, presented information on how their programs established these demonstration centers and share strategies for Statewide programs to consider in the development of a mobile/portable demonstration in their state as well as the challenges associated with the maintenance of a mobile/portable demonstration center.
Transcript (RTF format) MP3 (9.87 MB)
- Statewide New Directors' Quarterly Call - December 1, 2009
During this quarterly call for new directors, the group continued the discussion on fee-for-service activities. Helen Baker, from the Alabama's Assistive Technology Resource Program presented information on how she prepared for her first advisory board meeting as a new director.
Transcript (RTF format) MP3 (6.3 MB)
- Statewide AT Directors Call - September 2, 2009
During the quarterly call for new directors the group discussed fiscal management, specifically obligating funds before the end of the fiscal year.
Transcript (RTF format) MP3 (8 MB)
- Providing Services to Veterans and Wounded Service Members Work Group Call
Wednesday, December 9, 2009
Sandy Hanebrink, OTR/L from the South Carolina branch of Touch the Future, shared information on her experience with working with various groups (some of which include: PVA, National Guard, and VFW), in her outreach efforts to provide services to veterans.
Transcript (RTF format) MP3 (6 MB)
- AFP New Directors Quarterly Call: Overview of the AT Act, Teleconference held December 8, 2008
NATTAP provides an overview of the AT Act, and the programs created under it. General discussion followed, covering among other things, fundraising efforts of AFPs.
PowerPoint Transcript (RTF format) MP3 (13 MB) - The Current Economic Environment- One Perspective, Teleconference held November 24, 2008
Mark Pinsky from Opportunity Finance Network addresses the current economic climate and its impact on non-bank lenders, including AFPs and Telework Loan Programs. He discusses changes that likely will occur - such as increase risk of loss and tighter lending standards, and how these changes may affect the way loan programs operate.
Transcript (RTF format) MP3 File (13 MB) - Credit Builders Alliance, Teleconference held April 23, 2008
This teleconference features Vikki Franks and Emily Carpenter of the Credit Builders Alliance, an alternative credit reporting service, who discuss credit reports and credit scores. They share tools and strategies for building credit from CBA’s credit builder toolkit.
Transcript (RTF format) MP3 (21.8 MB) Powerpoint - Marketing Borrower Support and Measuring Success, Teleconference held April 14,
2008
This teleconference highlights how loan programs can market their services to their borrowers and potential applicants. Patti Lind facilitates group discussion to look at how to determine the impact of these services on your program.
Transcript (RTF format) MP3 (14MB) Powerpoint - AFP Evaluation Study by Woodstock Institute, Teleconference held March 19, 2008
Geoff Smith of the Woodstock Institute summarizes the independent evaluation report of the AFPs and discusses some of the findings in the study.
PowerPoint Transcript (RTF format) MP3 (15 MB) - Setting Up Borrower Support Services Internally, Teleconference held March 17, 2008
Patti Lind facilitates the discussion around how a loan program can use in-house expertise to set up services for borrowers. Discussion includes looking for funding sources and staffing the services.
Transcript (RTF format) MP3 (13 MB) Powerpoint - Setting Up Borrower Support Services with Partners, Teleconference held February 25, 2008
Patti Lind facilitates the discussion around finding partners that offer support services and offers ways to partner with them. Participants describe some of the support services in their states and how borrowers could benefit from them.
Transcript (RTF format) MP3 (14 MB) Powerpoint - Building Your Loan Program Board for the Future - Part Three: Building Partnerships and Planning for the Future, Teleconference held February 12, 2008
Joey Wallace from the Virginia Loan Program offers suggestions for ways that loan program boards can draw on members' expertise to provide guidance and direction in key areas, including fund raising and marketing.
PowerPoint Presentation Transcript (RTF format) MP3 File
Handout- Top Tips (RTF format)
- What are Borrower Supports and Why are They Important?, Teleconference held January 28, 2008
Loan programs often offer borrower supports, such as financial literacy training, credit counseling, and pre-loan qualifying to their customers. In this first call in the series, participants discuss the various supports that loan programs could offer and the benefits of these services to both the customers and the loan programs. Patti Lind from the Abilities Fund facilitates the discussion.
PowerPoint Presentation Transcript (RTF format) MP3 File (14 MB) - Building Your Loan Program Board for the Future - Part Two: Organizational Structure of the Board, Teleconference held January 15, 2008
Joey Wallace from the Virginia Loan Program provides information on orienting new board members, self assessment of board members and how to structure sub-committees and work groups to get loan program work conducted.
PowerPoint Presentation (PPT format) Transcript (RTF format) MP3 File (13 MB)
Handouts- Board Self Assessment (RTF format)
- Individual Board member Self-Evaluation (RTF format)
- New Board member Orientation Checklist (RTF format)
- Governance Manual (RTF format)
- Rural Statewideness Teleconference - November 13, 2008
NATTAP hosted an affinity group call on outreach to rural and frontier populations. Kathy Laurin from the Montana AT Program and Dorothy Young from Mississippi’s Project START discussed common issues they experience in achieving rural statewideness as well as strategies for addressing those challenges.
Transcript (RTF Format) MP3 (15 MB)
- Building Your Loan Program Board for the Future - Part One: Recruiting an Effective Board, Teleconference held December 11, 2007
Joey Wallace from the Virginia Loan Program provides information on recruiting and orienting board members.
PowerPoint Presentation (PPT format) Transcript (RTF format) MP3 File (14 MB)
Handouts- Board Member Profile Checklist (RTF format)
- Board Member Profile Worksheet (RTF format)
- New Board member Orientation Checklist (RTF format)
- Prospective Board Member Information Sheet (RTF format)
- Indirect Cost Rates, Teleconference held October 30, 2007
Transcript (RTF format) MP3 (7.5 MB)
RSA Questions & Answers (RTF format) - Marketing Toolkit for AT Loan Programs
by Mary Virtue, August 2007 (RTF format)
This toolkit summarizes information from the marketing series. It includes relevant worksheets and sample marketing plan. - Putting the Marketing Plan Together - July 18, 2007
This session pulls all the elements together to assists loan programs develop a marketing plan. A sample plan is provided by the Pennsylvania AT Foundation. Mary Virtue walks through how to combine all the worksheets to develop the final marketing plan.
Transcript (RTF format) MP3 (5.4 MB)
Handouts (all RTF format) - Developing a Promotion Plan - June 5, 2007
This session assists loan programs develop a promotion plan by looking at the various components of a plan. Mary Virtue provides worksheets to walk through the steps to determine strategies and activities.
Transcript (RTF format) MP3 (6 MB)
Handouts (all RTF format) - Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007
Mary Virtue from Cornerstone Consultants guides loan programs to help them identify their target markets and the appropriate distribution channels by which to reach their potential borrowers. Emphasis is place on the use of focus groups to gather information.
Transcript (RTF format) MP3 (6 MB)
Handouts (all RTF format) -
Lessons Learned from Vehicle Loans - April 16, 2007
This is a discussion by Jason Luciano from the Massachusetts AFP, Susan Tachau from the Pennsylvania AFP and Dave Matheis from the Kentucky AFP about the lessons they have learned about providing vehicle loans. The conversation, facilitated by Stan Provus, explores how a loan program decides to offer loans for the purchase of vehicles, what policies including those related to underwriting need to be in place, what special procedures should be followed for these types of loans and what to do if a loan has been written off and the vehicle repossessed.
Transcript (RTF format) MP3 file - Findings from Telework Research Projects - March 21, 007
This teleconference provides an overview of the three research projects on telework and telecommuting sponsored by the U.S. Department of Labor, Office of Disability Employment Policy (ODEP). Researchers from each of the projects discuss their studies and findings to date. They also describe resources that they have produced that might be of interest to Telework loan programs.
Presenters include: Richard Horne, ODEP and Jeremy Buzzell, RSA; Jane Anderson, Midwest Institute for Telecommuting Education (MITE); Michael West, Virginia Commonwealth University; and Susan Kintner, The Workplace.
Transcript (RTF format) MP3 file (9.5 MB)- Agenda (RTF format)
- ODEP Overview Power Point (PDF format)
- MITE Power Point (PPT format) (PDF version)
- VCU Power Point (PPT format) (PDF version)
- Workplace Power Point (PDF format)
- Download all handouts as zip file
- Agenda (RTF format)
- Individual Development Accounts - Establishing an IDA - March 20, 2007
Megan O'Neil from the World Institute on Disability (WID) and Abby Cooper with the Washington State Department of Vocational Rehabilitation discuss the pros and cons of a loan program establishing its own IDA. They also address sources for match funds for the IDA and key organizational structures that need to be in place as well as critical partnerships that need to be fostered.
Transcript (RTF format) MP3 PowerPoint - Creating a Brand for Financial Loan Programs - March 6, 2007
Mary Virtue from Cornerstone Consultants discusses how a brand can help build a market. She will go through steps to help brainstorm to create a brand and also explain how to protect a brand once developed.
Transcript (RTF format) MP3 (6 MB)
Agenda (RTF format)
Process of Articulating a Brand Strategy (RTF format)
- Individual Development Accounts - Partnering with Existing IDAs - February 20, 2007
Megan O'Neil from the World Institute on Disability (WID) provides a thorough overview of individual development accounts (IDAs) - what they are, how they work, and what federal rules guide and limit IDAs. She gives guidance on how loan programs can partner with existing IDAs to blend funding sources so that people with disabilities can obtain the AT they need.
Transcript (RTF format) MP3 PowerPoint Handout (RTF format) - Using the PASS for AT Loans - January 17, 2007
Michael Dalto with the Maryland Technology Assistance Program and Jim Sheldon with Neighborhood Legal Services will provide an overview of SSI’s Plan for Achieving Self Support (PASS) program and how it works. This session will highlight how PASS funds can be used for monthly loan payments purchasing AT.
Transcript (RTF format) MP3 file (11 MB) PowerPoint Article (PDF format)
- Developing a Marketing Plan for Your Loan Program - December 4, 2006
Mary Virtue from Cornerstone Consultants focuses on what a marketing plan includes and how it helps loan programs increase the volume of loan applications.
Transcript (RTF format) MP3 (7 MB)
Pre-training questionnaire - Worksheets 1 (Marketing Goals) and Worksheet 2 (Key Influencers) (RTF format)
Handout - Components of a Marketing Plan (RTF format) - Consumer Financial Literacy - Teleconference - November 14, 2006
This presentation features curriculum and training materials developed by two state loan programs that assist consumers plan financially for purchasing assistive technology. Aimee Sterk, Leah March, and Adeline Metzler connected with the Michigan AFP present on “Building Your Financial Future,� a curriculum developed through a grant from the National Credit Union Foundation. Lisa Rouelle from Alpha One in Maine present on “Making Smart Choices,� a curriculum developed through a grant from the National Endowment for Financial Education.
Transcript (RTF format) MP3 File
PowerPoint for Michigan Handouts for Michigan (RTF format) Handouts for Maine (RTF format) - Defining AT for Loan Programs, October 10, 2006
This call provides an overview of the Rehabilitation Services Administration Technical Assistance Circular (TAC) dated September 7, 2006 that offers a framework for AFPs to help them determine if a particular device is assistive technology for the purposes of providing a financial loan. Jeremy Buzzell of RSA is the presenter.
Transcript (RTF format) MP3 Technical Assistance Circular (RTF format) - Elements of AFPs Policies and Procedures Manual - September 25, 2006
Stan Provus analyzed the policies and procedures manual of many of the AFPs. During this conference call, Stan shares his findings with the loan programs. He identifies core elements for policy manuals and suggests some language for the policies. Manuals for two AFPs are featured. Tony Rice from the Maryland Loan program and Patti Lind from the Iowa Abilities Fund discuss their loan program policies. The accompanying publication, "Elements of Alternative Financing Programs Policies and Procedures Manuals" is available on the web.
Transcript (RTF format) MP3 file - Managing Your Loan Funds - August 3, 2006
This call focuses on techniques to managing your funds including manual accounting and software based accounting. Patti Lind and Todd Weber of the Iowa Abilities Fund are the presenters.
Transcript MP3 file - Determining Financial Products - May 23, 2006
This call focuses on helping loan programs evaluate their market, review traditional loan products, and look at some innovations in practice. Patti Lind of the Iowa Abilities Fund is the presenter.
Transcript - Investment Policies Conference Call - May 18, 2006
Stan Provus is the presenter for this conference call. He analyzed the investment policies of several AFPs and shares his findings with the loan programs. He identifies investment criteria and provided sample policy language. Jane Johnson from FAAST and Frances Pennell from WATF discussed the decisions that led to the development of their investment policies. The accompanying publication, "AFP Investment Policies," is available on the web.
Transcript -
Lender Agreements - February 14, 2006
The conference call provided AFPs an opportunity to discuss major provisions that should be included in an agreement for a loan guarantee program. Presenter Stan Provus describes the various sections of an agreement and highlights some negotiating points and specific language that could be included in AFP lender agreements. The accompanying publication, "Alternative Financing Program Loan Agreements," is available on the web.
Transcript
