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Social Worker and Professional Counselor Workshops

Essentials of Effective Case Management

Date: Friday, Sept. 23, 2022
Time: 9 a.m.–1 p.m. (with two 10-minute breaks)
Location: James P. Coughlin Center (625 E. County Rd. Y, Oshkosh, WI 54901)
Presented by: Jeanne Wagner, MSW, LCSW, ACSW
Fee: $99
4.5 CEHs/0.4 CEUs

Case Management is a widely practiced function across multiple disciplines including child welfare, gerontology, mental and behavioral health services, corrections, poverty programs, disabilities, and vocational training. Due to diminished organizational resources, many first-time case managers lack the appropriate training to effectively engage with challenging clients. This training is designed to provide content that will assist case managers who work with a variety of client groups improve and/or enhance their effectiveness in the provision of client services.

Learning Objectives

The purpose of this workshop is to explore the unique dynamics of case management as it relates to vulnerable populations and mandated clients. Participants will learn how the impact of poverty, disabilities, and diminished resources affects clients. Strategies to successfully engage with mandated clients will be explored, with a focus on communication skills. Participants will learn creative ways to address intake, assessment, goal setting, monitoring, and assessment using a strengths-based perspective and culturally competent best practices. Advocacy strategies will be addressed, as well as intra-agency collaboration, resource, and referral. Lastly, burnout prevention will be discussed, including ideas for staying passionate in the field.

Participants will learn:

  • Strategies for client assessment and engagement.
  • Effective approaches to engage with mandated clients.
  • A model for goal setting with clients using a strengths-based perspective.
  • Ethical considerations in case management.
  • Assessment strategies for challenging and diverse client groups.
  • The impact of poverty and social problems on client progress.
  • The importance of addressing soft skill deficits with clients.
  • Considerations in the referral process.
  • Types and varied approaches to advocacy on several levels.
  • The importance of outcome data, evaluation, and evidenced-based services.
  • Strategies for burnout prevention.

Trainer Biography

Jeanne Wagner, MSW, LCSW, ACSW

Jeanne Wagner, MSW, LCSW, ACSW, joined the staff of the Helen Bader School of Social Welfare at UW-Milwaukee in May 2005 as the Director of Social Work Field Education Programs. She received her MSW from Jane Addams College of Social Work, Chicago, IL, and her BSW from Morehead State University, Morehead, KY.

Wagner is a Licensed Clinical Social Worker and Clinical Professor with extensive clinical, management, administrative, and educational experience. She has worked in a variety of social service settings prior to her appointment with UWM, which include child welfare, adoption (domestic and international), mental health, intellectual disabilities, geriatrics, and private practice. She currently teaches courses in social work, develops and presents continuing education programs covering social work ethics and boundaries, leadership and supervision, case management, documentation, confidentiality, adoption competency, and safety in the field. Wagner is a Trainer for the Training for Adoption Competency (TAC) curriculum through the Center for Adoption Support and Education (CASE) and UWM’s Co-Director for TAC. She has served in the role of Ombuds for UWM since 2007 and has more than 10 years of experience in Quality Assurance.

CEH/CEU Requirements: For the March 1, 2021 – February 28, 2023 biennium30 continuing education credit hours are required. Of those, 4 credit hours must be in social work ethics and professional boundaries.

Social work training programs sponsored by the Northeast Wisconsin Alliance for Social Worker Continuing Education will be accepted by the State of Wisconsin as continuing education hours. Full attendance at the workshop will earn continuing education hours.

  • Professional Counselor CEH: The UW Oshkosh Department of Counselor Education, accredited by the Commission for the Accreditation of Counseling and Related Education Program (CACREP) has approved these workshops for continuing education hours.
  • Continuing Education Units (CEUs): Workshop participants can receive Continuing Education Units (CEUs) for their full participation in each workshop.

In the event of late arrival and/or early departure, amended certificates indicating the actual number of credit hours earned will be provided upon calling our office.

Student Rate: Students currently enrolled in the UW Oshkosh Social Work Program may register at a reduced rate of $25. You must register using your UW Oshkosh email address and include your seven-digit student ID number.

Registration Deadlines: The registration deadline for each of the workshops is 10 business days before the program starts. After this date, please call the UW Oshkosh Division of Online and Continuing Education at (920) 424-1129 to determine program availability.

Credit and debit card payments will only be accepted electronically. OCE will no longer accept credit and debit card payments via phone, mail, or fax.

Questions and More Information: Questions concerning registration and program content should be directed to the Division of Online and Continuing Education, University of Wisconsin Oshkosh, 800 Algoma Boulevard, Oshkosh, WI 54901-8623. Please call (920) 424-1129.

Cancellation Policy: Cancellations received 10 business days before the program will receive a full refund, minus a $35 processing charge. No refunds will be given for cancellations received less than 10 business days before the program. UW Oshkosh reserves the right to cancel any program due to insufficient enrollment, as well as the right to limit enrollment due to excessive demand. UW Oshkosh is an Equal Opportunity/Affirmative Action institution. If you need special assistance and/or accommodations, please notify us by the registration deadline. All requests will be kept confidential.

Program Manager: The program manager for these workshops is Jason Hubbard. We are continuously looking for new and diverse program ideas. You can contact Jason at (920) 424-1129. You may also email him at

Click Here for a listing of Social Work and Counseling programs offered by University of Wisconsin Green Bay Continuing Professional Education.