Virtual Training - Money Management: September 2026

September 16, 2026
9:00am – 1:00pm CT
$75 per registrant

What happens when you need to purchase some food? Pay your bills? Buy a concert ticket? You most likely grab your credit or debit card, make a withdrawal at an ATM, use a mobile payment app, or write a check. When it comes to money management, people with disabilities who receive services are being short-changed!

In the virtual training ‘Money Management: Depositing The Basics,’ we’re sharing a broad overview of how you can support people in managing their own money. From promoting independence involving money, to leveraging available technology, confronting concerns over exploitation, addressing organizational liabilities, and spreading information about associated responsibilities, we’ll describe general strategies for helping people receiving services in handling their own financial affairs. This training is intended as an entry-level introduction to the self-management of money.

Training Objectives

• Overcome barriers to people managing their money
• Utilize technology to assist people in money management
• Navigate issues when people have a representative payee
• Implement proven best practices from provider organizations
• Learn from other participants through interactive breakouts

Virtual Training Guidance

• You must have a Zoom account to participate in this training. You must also register with the email address that is associated with your Zoom account. Visit https://zoom.us/signup#/signup to create a free Zoom account.
• Multiple attendees participating from the same device is not permitted.
• Sharing your Zoom login information with another person is not permitted. Two people will not be able to participate in the virtual training at the same time, when using the same login information.
• Our trainer will conduct the presentation with their camera on. To maximize engagement, we also ask that all attendees have their cameras on during the presentation.
• It is essential that each participant use a device that has both a microphone and camera enabled in order to fully participate in the session.
• CQL will be using Zoom’s built-in live transcription (closed captioning) feature during the training. If you need any additional reasonable accommodations, please let us know in the event registration form.

You can visit the virtual training webpage for more detailed information, including presenters, refund/cancellation policy, and more.

Registrants from organizations that are pursuing or have achieved CQL Accreditation can receive a 5% discount on this training. If you meet those eligibility requirements, please contact CQL prior to registering so we can provide a coupon code.

There is a 3% convenience fee for online transactions if an organization chooses that payment method. CQL prefers payment via invoice/check or using an automated clearing house (ACH) network. This allows organizations to take advantage of the most cost-effective payment option and avoid the convenience fee. Please contact CQL for more information about these preferred payment options.

Note: If you choose to pay online, the automated receipt may incorrectly display the 3% convenience fee as a sales tax. This fee is not a sales tax, but only displays that way due how the processing system inputs the information.

Virtual Training Policies

Attendee Substitutions
Attendees may be able to substitute their registration with another colleague from their organization, for no additional fee. If you wish to make the request, please contact CQL.

Attendee Cancellations
Any cancellation request made at least 2 weeks prior to the date of the virtual training will be granted a full refund. Cancellation requests made within two weeks of the virtual training will be reviewed on a case-by-case basis to determine refund eligibility and next steps. Please contact CQL if you need to request a cancellation/refund.

CQL Cancellations
In the event that CQL must cancel the training, we will notify attendees as soon as possible and issue full refunds within 3-5 business days of the cancellation.