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Introduction to Benefits Management


Introduction to Benefits Management

This half-day training is for clinicians and other staff interested in learning the nuts and bolts of benefits management. The latest changes in SSA guidelines will also be discussed.

Participants will have the opportunity to:

  • Understand the fundamentals of the Social Security System

  • Comprehend the difference between SSI and SSDI, Medicaid and Medicare

  • Gain knowledge of resources that support consumers in their living and working goals

  • Learn to help consumers effectively use benefits to support their recovery

  • Expand your repertoire of financial strategies to help reduce stress in a person's daily life

  • Name and qualification of facilitator(s):
    Margie Staker, CQSW, is a Benefits trainer for the Center for Rehabilitation and Recovery at The Coalition for Behavioral Health Agencies. She provides training and technical assistance to providers and recipients in the adult disabled population. Margie qualified as a social worker in England and has worked in NYC for over 35 years as an advocate and mental health professional. Margie is a Certified Benefits and Work Incentives Practitioner, courtesy of Cornell University. Trainings are offered at the Coalition and on-site in community settings, tailored to the needs of the program workers and participants. The goal is for people to better grasp how to manage their benefits especially when returning to work. In partnership with her co-worker, Margie provides consultation to those who are experiencing difficulties or have questions about their own benefits.

    Patricia Feinberg, M.S. is a Peer Educator/Benefits Specialist at the Coalition’s Center for Rehabilitation and Recovery. Ms. Feinberg has been certified by Cornell University as a Benefits and Work Incentives Practitioner. Patricia Feinberg received her BA in Psychology and Early Childhood, and an MS in Special Education from Hunter College. Previously, she worked as a Peer Educator at Steinway Clinic and as a Dialogue Trainer for Health and Hospital Corporation in NYC.
    Ms. Feinberg disseminates information about work incentives, drawing upon her personal experiences navigating the system. She assists with enrollment and outreach efforts to increase the number of people currently enrolled in in benefit programs.

    Information for Continuing Education:
    This course has been approved for 3.5 LMSW/LCSW CE hours.
    This course has been approved for 3.5 CASAC/CPP/CPS CE hours.

    Participants must arrive on time and stay for each full session in order to receive credit. All participants must submit a post-test and document their attendance via the Social Work CE sign-in and sign-out roster at each session in order to receive credit. No credit will be provided for partial attendance.

    Important Notice:
    The Coalition for Behavioral Health, Inc. is recognized by the New York State Education Department’s State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0098 and is recognized by the New York State Education Department's State Board for Mental Health Practitioners as an approved provider of continuing education for licensed mental health counselors #MHC-0121.

    For questions about CE credits please contact:
    Amanda Saake, Director for the Center for Rehabilitation and Recovery at

    While this workshop is free of charge, there is a $50 cancellation fee if registrants do not cancel more than 24 hours in advance. To cancel, please email Deborah Short at:

    Date: Wednesday, May 2, 2018
    Time: 1:00 pm - 4:30 pm
    Location: **Downtown Conference Center at Pace University | 157 William Street | Manhattan

    This introductory Benefits training is a pre-requisite for those who want to register for the upcoming three day Comprehensive Benefits training from May 15 – 17, 2018. You will NOT be able to participate in the 3-day training without first having taken a prior Introduction to Benefits training.

    **We reserve the right to limit the number of attendees per organization based on the
    demand for the workshop/meeting.**