Free Webinars




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Are you new to NAPO?
Just starting out in the industry?
Join NAPO veteran Cynthia Lindsey, CPO, and Past Membership Committee Chair and current NAPO Board Member along with the New Member Orientation Team: Maria White, Geralin Thomas, and Tenna Rasmussen to discover what member benefits NAPO has to offer.
Listen today so you can take full advantage of all of the benefits of your NAPO Membership!

Originally recorded August 2019








A facilitated panel discussion with accomplished organizing veterans - Ellen Delap, CPO; Ellen Faye, CPO; Kim Oser, CPO; and Standolyn Robertson, CPO.

During this discussion you will learn:

  • What it costs to start your business, and what kind of investment it takes.
  • If you should do any paid advertising or pay for leads.
  • What you can do to get clients for free.
  • How to determine your rates.
  • Ways to increase your knowledge of the industry.
  • One thing the panel wishes someone had told them when they first started

10 Ways to Market - Handout


Originally recorded February 2017

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The NAPO Virtual Chapter realizes that this global health crisis has created new realities for all of us. The impact on the NAPO community is unimaginable. The NAPO Virtual Chapter wishes to share with you some of our knowledge on Virtual Organizing and is pleased to invite all NAPO members to a FREE NAPO Virtual Chapter meeting. The panel features five (5) VC Board members who are also virtual organizers, with areas of expertise including residential, productivity, home staging, financial, coaching, and more.

Panelists
Alexis Boccanfuso, CPO
June Conboy Carter, CPO
Lea Gallagher
Amy Payne, CPO
Nancy Rivera

Originally recorded May 2020
In this webinar, you will learn how to login to POINT, navigate the POINT dashboard and set up your profile so you will stand out, get noticed and present yourself as the amazing business professional you are. 

Key topics covered:
  • What is POINT & how to login (8:06)
  • Create your POINT profile (24:20)
  • Set your email notifications (37:24)
  • Set up your email signature (39:25)
  • Navigate the top menu (53:40)
  • How to log out of POINT (1:08:00)
Hosts
Sara Genrich
Lauren Mang
Monica Ricci, CPO
Originally recorded May 2020

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In this webinar, you will learn tips about how to find your POINT Communities, how to search POINT, and, most importantly, how to write posts that engage and help you get the tips, resources, and advice you need.

We'll also continue our tour through POINT to show you how you can network within NAPO, get involved, make new friends, refer each other and connect with members in your city or around the world.

Key topics covered:
  • Connecting in Communities (9:30)
  • How to find NAPO colleagues on POINT (10:03)
  • Search for NAPO Business Partners (14:42)
  • Finding and navigating your Communities (18:35)
  • Member Connect features (20:52)
  • Menu features (41:00)
  • Chapter listings (41:18)
  • Committees/Volunteering (45:38)
  • Golden Circle (48:58)
  • SIGs - Special Interest Groups (49:22)
  • Volunteering (52:52)
  • Ambassador Programs (53:55)
  • NAPOCares (54:41)
  • Communicating and searching topics on POINT (56:10)
Hosts
Sara Genrich
Lauren Mang
Monica Ricci, CPO

Originally recorded June 2020
In this webinar, you will take a tour of POINT and discover all the features that are in store for you at NAPO's member-only website. From educational resources, free member webinars, and Business Partner discounts to industry statistics, social media tips and other NAPO assets, you'll find so many tools on POINT to build your business and skyrocket your way to success!

Key topics covered:

  • Education (5:25)
  • Annual Conference (8:50)
  • Free Webinars (18:30)
  • Statistics Database (32:32)
  • Member Resources (38:41)
  • New Member Kit (43:16)
  • Member Logos (45:08)
  • Business Partner Discounts & Programs (49:51)
  • NAPO To Do (50:27)
  • Media (51:22)
  • Policies, Documents, and Tips (54:07)
  • POINT User Agreement (54:08)
  • NAPO Antitrust Policy (58:12)
  • NAPO Code of Ethics (59:34)
  • Social Media Guidelines (1:07:25)
Hosts
Sara Genrich
Lauren Mang
Monica Ricci, CPO

Originally recorded June 2020


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One-hour conference calls covering a variety of topics.  



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This webinar discusses the pros and cons of "new school" online lead generation tools (Angie's List, Home Sweet Home, Thumbtack, Houzz, etc) and the importance of "old school" marketing and relationship building to keep your pipeline humming with prospects and new clients.

Attendees will learn:

  • Best practices and the pros and cons of using online lead generation tools
  • How to make the most of in-person networking in your community
  • The importance of creating and maintaining real-world business networking relationships
  • The Pick 3 Marketing Formula that will help you stay focused

Originally recorded September 2019

This webinar emphasizes the value of taking time to plan and work on your business.

Through lively and collaborative discussion, NAPO organizers generously share their processes and best practices for revising what hasn't worked as well as their favorite tools of the trade they use when working on their own businesses. 

Originally recorded January 2019










Key Takeaways: 

  • How to set yourself apart from the competition
  • How to find your niche
  • How to turn a negative situation into a positive
  • How diversifying your business can add to your bottom line
  • How to market your niche and your business
  • How to divide your time between working IN versus working ON your business

Originally recorded September 2018







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Attendees will learn:

  • What type of content drives engagement
  • How to properly use others' images
  • How to work with other businesses on partnerships and promotions
  • Hidden features for business profiles on different social media platforms
  • Where and how to use hashtags
  • What the future of social media looks like
Originally recorded June 2018




Key Takeaways:

  • The definition of "Productivity" and why it is relevant to you personally and professionally
  • The definition of "Time Management" and the difference between time management and productivity
  • How to handle files in multiple spaces (Evernote, Google Docs, Dropbox, iCloud) and not feel overwhelmed
  • Types of digital productivity platforms and how to understand, decide and manage them
Originally recorded January 2018
We all experience slow times in our hands-on organizing businesses.

Do you want ideas for additional ways to make money as an organizer but don't know where and how to start?

Find out what NAPO Members and Professional Organizers Hazel Thornton, Jan Lehman, CPO; and Anne Blumer, CPO; suggest on what they do during their down-times and how to increase your income stream.

Originally recorded June 2017

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Hear from other NAPO members about how they work to achieve and maintain a work-life balance.

Hosted by Cris Sgrott-Wheedleton and featuring panelists Sharon Lowenheim, CPO; Kathy Paauw, and Amy Payne, CPO.   


Tools for Work-Life Balance - Handout

Originally recorded January 2017











Get a view inside the business and success of Angela Cody-Rouget, NAPO's own Rock Star Organizer.

Moderated by Cris Sgrott-Wheedleton

  • Journey onto Shark Tank
  • Business support
  • Biggest lessons learned
Originally recorded October 2016












A panel discussion comprised of NAPO Members Chris McKenry, and Brooks Duncan with Judson Crowder, CPO, who share their experiences and unique perspectives on the female-dominated profession of Professional Organizing.

Key Takeaways:

  • Similarities and differences between the "guys" and the "ladies" of organizing
  • How the panel members have adapted
  • What their unique business models are
  • What has helped set them apart

A Guy's Perspective to Professional Organizing - Handout 

Originally recorded July 2016



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This is a panel teleseminar comprised of Marla Dee, Amy Smith, and Melissa Schmalenberger. 

Key Takeaways:

  • 6 essential tips about adding subcontractors to your business model
  • Additional income streams for your business
  • How others are engaging subcontractors


6 Tips for Smartly Hiring Subcontractors - Handout

Originally recorded October 2015



Hosted by Cris Sgrott-Wheedleton, and featuring Cena Block, Patty Kraemer, CPO, and Megan Spears, CPO.

Key Takeaways:
  • The benefits of forming a Mastermind Group
  • Understand the who, what, where, when, and how a mastermind group works
  • The key elements to a successful mastermind group
  • How to determine what kind of mastermind group will suit your business 
  • How to avoid mastermind pitfalls


Forming a Successful Mastermind Group - Handout 1

Forming a Successful Mastermind Group - Handout 2

Originally recorded April 2016


"Best Practices" for our businesses evolve over time as we learn from challenging professional situations. As organizing and productivity professionals, we can face situations ranging from difficult clients to difficult business decisions. 
  
Hosted by Cris Sgrott-Wheedleton, and 3 Golden Circle member panelists Dr. Regina Lark, CPO, Anna Lieber, and Tammy Schotzko, CPO, share insights to learning in the face of tough circumstances.  

Lessons Learned from Challenging Situations - Handout

Originally recorded January 2016









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Tired of having to look through your windshield to earn money to pay your bills? Wish you could go on a vacation and still make money while you're gone?

In this episode of Ask The Pro, we will discuss a variety of alternate income stream options you can put in place to create passive and ongoing income so you have more revenues, time, and freedom in your business!

Goals & Objectives
  • Inspire attendees to consider diversifying their income and leveraging their time through alternate income streams.
  • Enable attendees to evaluate and choose which, if any, alternate / passive income streams they're interested in pursuing.
  • Provide concrete "how-to" steps and technology tool suggestions that will help attendees execute on creating information products to sell.
  • Help attendees understand the importance of creating a continuing conversation with prospects and clients.
Speaker
Joe Hart is a 30-year-old tumbling Director and Cheerleading Coach in New Jersey. His message is simple: Mindset, Motivation, and Money. He's created multiple streams of income for himself and family through social platforms and he teaches others to do the same with his online video course called The Art of Flipping.

















Have you ever thought, "I do great work and I provide a wonderful service, so WHY don't I get more referrals?"

Most business owners leave a lot of money on the table because they fail to leverage the full capacity of the relationships they've worked so hard to develop. Join us on this episode of Ask The Pro, as we explore the EIGHT referral sources you may be missing and how to get others to refer you to their friends and associates, so you can keep your client pipeline full!

Learning Objectives
By attending this session, participants will be able to:
  • Identify the 8 components of their referral network
  • Discover the biggest reasons why people don't refer them
  • Learn new language for asking for referrals
  • Understand what others need to know in order to refer them effectively

Speaker
Michelle Donovan is the co-owner of Productivity Uncorked. She has been a referral and business coach for 18 years helping service providers to gain focus, overcome fears and achieve exceptional growth results. As a professional speaker, she has taken her message across the country from Boston to Anchorage for national conferences and regional meetings.

Michelle completed a Master's Degree in Adult Education and a Neuroscience Approach to Coaching certification program. She is an accomplished author with her first book, The 29% Solution, a Wall Street Journal Best Selling book now published in 7 languages.

Her most recent co-authored book A Woman's Way: Empowering Female Financial Advisors to Authentically Lead and Flourish in a Man's World quickly became an Amazon Best-Seller. She produces a weekly blog and has been published in numerous professional publications.

Originally recorded May 2020

This episode of Ask The Pro covers how to help your clients who are on stay-at-home orders with children in the house, to reduce the stress and increase the peace while facilitating learning at home.

Goals & Objectives
Attendees will learn how to help clients create an effective home learning environment so quarantined students can continue to learn and thrive in an at-home or online school experience.

Speaker
Leslie Josel, an ADHD-student and parenting coach, is an award-winning entrepreneur, having founded Order Out Of Chaos – an organization whose mission is to help parents guide their students to success in learning and in life. She's also an award-winning author, creator of the award-winning "Academic Planner: A Tool For Time Management," and an internationally acclaimed speaker. Leslie has been named as one of the top time management experts in the world by Global Gurus four years in a row. She continues to learn from her audiences, sharing her observations with readers of ADDitude Magazine in her weekly column, "Dear ADHD Family Coach."

Originally recorded May 2020






















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Join us for a (recorded live) panel session with four seasoned NAPO veterans, as we discuss how to deploy creativity and resilience to keep your business running during these challenging times!

Goals & Objective
This interactive panel discussion will delve into how to create revenue virtually, how to use downtime to your advantage, and how to serve your clients in new ways during challenging times.

Panelists
Ellen Delap, CPO
Laura Leist, CPO
Kristin Bertilson, CPO
Stacey Harmon

Originally recorded April 2020
















Cybersecurity is an important but often overlooked aspect of small business. On this episode of Ask The Pro, we share easy ways to add layers of security to protect your business and the innocent mistakes even tech-savvy people make to become vulnerable to cyberattacks.

Objectives
  • Learn how businesses become compromised.
  • Understand the differences between cyberattacks, phishing, and malware.
  • Share simple steps any business owner can take to safeguard their business from cyberattacks.
  • Offer specific technology product recommendations for viewers to investigate.

Speaker
Shawn Arnold

Shawn Arnold technology professional that has served as a vCIO and executive IT management resource for the past 10 years, and working in technology for the last twenty. His focus has been on serving small to medium-sized companies (less than 200 employees) with strategic consulting and management resources for planning, roadmapping, budgeting, and maintenance of their technology infrastructure. He has also been responsible for advising companies on their security posture in both regulated and non-regulated industries.





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Business Building Blocks focuses on some of the core aspects of building, running, and growing your business. Whether you are a new organizer looking to understand the basics or a veteran organizer whose business has changed over time, these sessions will have much to offer.


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Technology makes our lives more productive, yet we seem to be moving farther away from personalized, customer service. Technology is evolving so fast that it’s difficult to comprehend the impact it has on everything.

In an overly connected world, it’s easy to accidentally say or do the wrong thing. Unfortunately, missteps in business can lead to serious consequences. This webinar explores the many ways in which we interact with leads, clients, network, and colleagues, and incorporate best practices.

Key Takeaways:

  • The do’s and don’ts when it comes to e-mail communication
  • Texting rules of the road, including how to set and manage digital boundaries with our clients
  • Managing social media, paying attention to why digital etiquette is so critical to our brands
Presenters:
  • Kathy Vines, CPO, and Jacqueline Whitmore
Originally recorded May 2018

Lead Generation, Referral Networks, and Advertising: Paying for leads or business referral organizations is a strategy many of us have considered when looking to expand our business. 

Key Takeaways:  

  • What to know about lead generation and bid-based organizations (Home Advisor, Thumbtack, FindMyOrganizer) and how to build and grow business using sites like these
  • What to consider for in-person referral methods of business networking groups (BNI, Chamber of Commerce, etc.)
  • Established referral arrangements between organizers/productivity specialists or with industry-related vendors
  • What are the pluses and minuses to these channels, and how to stretch your marketing dollars as far as they can go

 Hosted by Kathy Vines, CPO.

Originally recorded October 2018


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Moderated by Kathy Vines, CPO and featuring Jim Goldfinger, former Vice President of HighPoint Solutions, and Karen Simon, NAPO Members Samantha Pointer, and Jennifer Stewart.

Key Takeaway:

How to harness the power of Custom Relationship Management (CRM) to grow your business

Originally recorded August 2016

Led by Joan Stewart, the Media Hound

Key Takeaways:

  • How to respond quickly and correctly to media requests for interviews, commentary, and sources
  • How to provide the "little extras" that will position you as a valuable source
  • How to continue the relationship with journalists after the story is reported so you become the go-to source for the media

Originally recorded March 2016


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Small business financial organizers provide their insights into the best practices of bookkeeping and how to prepare your records for your tax accountant. 

Facilitator: NAPO Member Kathy Vines, CPO

Panelists: NAPO Members Bev Moranetz, CPO Helen Schutz, CPO, and Carole Smith.  

Originally recorded July 2017





Hosted by NAPO Member Kathy Vines, CPO and featuring attorney Nathan Breen of Howe & Hutton, Ltd.

Learn more about:

  • Antitrust
  • Intellectual Property
  • Copyright
  • Trademark
Legal Insights: How to Protect Yourself and Stay Out of "Hot Water"...Both Sides of the Legal Story - Handout

Originally Recorded February 2017 


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NAPO Special Interest Groups (SIGs) provide an opportunity for experienced, veteran organizing and productivity experts to focus, collaborate and share their experience and expertise on a unique skill, topic area, business model or market.


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This expert panel of Multi-Person Business owners discuss challenges, lessons learned, and best practices.

Presenters & NAPO Members:

  • Cris Sgrott-Wheedleton
  • Kirsten Fisher, CPO
  • Debbie Rosemont, CPO
  • Laura Leist, CPO

When you click on the recording, bios for the presenters are included.

Originally recorded March 2019

Key Takeaways:

  • Principles of holistic organizing
  • Roles of the organizer and the client in holistic organizing
  • Many techniques used in holistic organizing
  • The benefits of holistic organizing

Presenters:

  • Holistic Organizing SIG Co-Leaders, Amy Trager, CPO, and Lauren Mang
  • Denise Lee, CPO
Originally recorded October 2018

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With the increasing dependence on digital photography and the lack of technical knowledge in the general population, the photo organizing industry is growing steadily and in high demand.

The panel answers questions ranging from how to get started as a photo organizer, to higher-level questions from veteran photo organizers.

Photo experts:

  • Ann Matuszak of Pixologie, Sherry Jenkins of Preservation Pix, and Caroline Guntur of The Swedish Organizer

Moderators:

  • SIG Co-chairs Sheila DeHart and Amy Rehkemper, CPO

Originally recorded December 2017

Book review: How to Say It to Seniors, by David Solie. 

This book explores the last phase of human development and it's two primary challenges: Legacy and Control, and offers insights for family and professionals working with seniors on how to better communicate with them.

Hosted by Joan McCreary, CPO

Originally recorded May 2017






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This discussion is between leaders of the Speaking for Fees Special Interest Group (SIG) who explore both the business and the craft of speaking. Walk away with insights to add a lucrative income stream to your business.

Learning Objectives:
  • Choosing topics for organizing and productivity presentations
  • Finding audiences, and what to do when there's no budget
  • Improving your speaking abilities
  • Marketing your speaking services

Speakers:
  • Clare Kumar, Host and Co-Leader Speaking for Fees SIG
  • Mridu Parikh, Panelist and Co-Leader Speaking for Fees SIG
  • Carol Williams, Panelist and Past Co-Leader Speaking for Fees SIG


Originally recorded September 2018






This Technology Organizing SIG call starts with "Getting Started on Going Paperless" presented by Penny Catterall, owner and founder of Order Your Life LLC.

The second half of the call is a panel discussion about going paperless for businesses, including how the process differs for businesses and challenges that are often faced. 

Learning Objectives:
  • Explain when and why it is helpful to go paperless, and in what circumstances it is appropriate and necessary to keep paper.
  • Share apps and tools to help you and your clients eliminate unnecessary paper from overtaking your life.
  • Provide multiple points of view and experiences in taking a business paperless.
  • Answer basic questions about the mechanics of a typical paperless process for a business.


Panelists:

  • Penny Catterall
  • Jan Lehman
  • Kim Oser, CPO
  • Heather Sontag

Originally recorded October 2019

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How to Keep Your Business Full for a Lifetime! 3 Sure Fire Strategies to Enhance Your Bottom Line

Brought to you by the Coaching Special Interest Group

Speaker: Denise Hedges, a business development coach and speaker coach with over 30 years of experience in sales and marketing.

Have you been trying to grow your business for so long you're frustrated and beginning to doubt yourself because you still don't have any real traction?

Or, maybe you're further along at the precipice of sustained success and you just need that leap forward that'll give you the deep sense of satisfaction and long-term financial stability you crave - the satisfaction that comes from knowing you did it. You've arrived!

In this high energy, no-holds-barred presentation, you'll discover the top three unsurpassed strategies you can bank on to fill your business and keep it full over the long haul.

Originally recorded November 2019



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NAPO's Golden Circle was formed in 1990 to recognize members who have attained an elevated level of experience. Today, the Golden Circle designation acknowledges the expertise of members who have been members in good standing for five years or more.


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Do you want to be part of or start a Mastermind group, but don't know how?

Get all your questions answered with this webinar:

  • Will I have the right people?
  • How will it help my business?
  • Where will we meet?
  • How often?
  • What will we talk about?

Presented by Golden Circle Member, Patty Kreamer, CPO

Originally recorded December 2018

Key Takeaways:

  • How to determine how many client and admin hours you need to work to reach your goals
  • The information you need to track in order to calculate and increase your true hourly rate
  • How and why to track your lead sources, measure your marketing efforts, and calculate your profit and loss
  • How to leverage your education, certificates, and/or credential(s)
  • How to make a plan to enhance your value proposition
Presented by Miranda McLaughlin Wise, CPO, and Andrea Walker, CPO

Originally recorded March 2018



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Hear the stories of Golden Circle members Judson Crowder, CPO, Vickie Delaquilla, CPO, NAPO Past President Ellen Faye, CPO, Janet Jackson, and Janice Marie Simon, CPO.

Key Takeaways:

  • Explore different specialties within Professional Organizing and Productivity
  • Factors to consider when deciding to specialize
  • Benefits of choosing a specialty
Originally recorded November 2016

Are you interested in becoming the published authority in your market and taking your business to the next level? NAPO special guest and expert Nicole Gebhardt leads an engaging discussion on the art of writing and publishing a book designed to establish your expertise and grow your business.

You'll learn what separates a regular book from a brand-building marketing powerhouse and how to avoid the #1 mistake business leaders make: writing the wrong book.


Originally Recorded August 2017



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Hear from Golden Circle members Birdie Brennan, CPO, Deborah Cabral, CPO, and Collette Shine how they keep their businesses relevant and growing as trends and technology changes. 

Originally recorded June 2016


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Originally presented by the former Information & Research Committee, these webinars focus on communication, and collaboration of activities related to the collection, analysis, dissemination, and storage of industry research, information, and data.


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For two years, NAPO’s Information and Research Committee partnered with Dr. William Jones, Research Associate Professor Emeritus in the Information School at the University of Washington, to review the experience and practices of several NAPO specialists in Personal Information Management (PIM). The research targeted the following questions:

  • How can we make the management of information easier for clients?
  • How can we better approach our work with clients?
  • Do clients fall under certain “categories” or “profiles”?
  • Can we utilize past experiences and expertise of NAPO members to develop structures, practices, and guidelines?
  • How can we better pool and share our collective experience and expertise to get more of a "running start" with new clients?"
In this class, Dr. Jones and Lori Vande Krol, the NAPO Project Lead, provide the background and motivation for this valuable partnership, explain the process used to gather and analyze information from the participants, and introduce the valuable tools resulting from the research project.








Featuring Luke Kachersky, Assistant Professor of Marketing at Fordham University's Gabelli School of Business and hosted by NAPO member Lace Abel-Bey.

Key Takeaways:

  • Design questions to answer research objectives
  • Survey form design
  • Question development, wording, and order
  • Scaling and response choice decisions
  • Reducing bias
  • Sampling considerations
Survey Design Principles - Handout

Survey Design Principles - Slides

Originally recorded March 2017















Join Cynthia LeRouge, Ph.D. and Deborah Seale, Ph.D. for a presentation about the health management information needs of the Baby Boomers.

 Learning Objectives:

  • The approach: Appreciate how and why an evidence-based (research) approach can assist in your organizing efforts and advance the profession
  • The situation: Understand the special health information challenges facing baby boomers, involving both paper and digital records
  • The opportunity: Contribute to shaping approaches and tools for health information management that might best suit this generation
  • The market: Discuss the nature and scope of client health information organization needs within attendees practice

Handout
Slides
Chat from Webinar
AHIMA Authorization Form
Materials for Organizing Health
AHIMA Adult PHR Form
AHIMA Emergency PHR Form

Originally recorded December 2016