IN-PERSON EVENT

Case Ready: Core Skills for Case Managers
Professional Qualification Program

This professional qualification program focuses on real-world scenarios, engaging participants in active learning, and encouraging reflective practice. Each session provides essential skills and knowledge to work in the role of a case manager more effectively.

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Three-Day In-Person Training

Printed Workbook

Continuing Education Units

Core Skills for Competent, Compassionate Case Managers

You Will Learn:

  • Effective, compassionate engagement and relationship-building techniques
  • How to conduct collaborative assessments
  • How to co-create individualized service plans
  • How to document case notes and service activities clearly, accurately, and objectively
  • How to monitor progress and revise service plans to support long-term goals
  • How to navigate ethical dilemmas and maintain appropriate professional boundaries
Your Registration Includes:
Three-Full Days In-Person

Learn with others in dynamic interactive in-person training.

Two Live Virtual Sessions

Hybrid schedule one live virtual session before and after the in-person dates.

Printed Workbook

In-depth course workbook for notes and reflection

CEUs and Qualifying Certificate

2 Continuing Education Units and Certification

Only a few seats left.
Contact us to register at [email protected]

San Francisco Bay Area
Nov 17, 18, 19, 2026
$790
Three full days 9:00 - 4:00pm
Two 2-hour virtual sessions Refreshments Provided
Two-Bonus Self-paced trainings
Group Discounts Available
Contact Us

San Francisco Bay Area Training Details

If you have additional questions please email us at [email protected]

Address: Sonesta 5555 Shellmound Str. Emeryville, CA 94608

Public Transport: BART to MacArthur Station, Take the free Emery-Go-Round-Shellmound/Powell Bus to Stop 23

Emeryville Amtrak station is also withing 15 mins walking distance

Car: Accessible off I-80/580, complimentary parking on site is available. 

Yes, CEUs are awarded after attendance of the in-person and last virtual session and completion of the skills qualification review online. 

Lunch is not provided. There are many diverse food options within walking distance of the location. Lunch will include a 1-hour break.

Morning coffee/tea will be available.

We have a negotiated rate of $139 per night with Sonesta. To receive this rate we book here by Sept 28th Case Ready: Qualification Training

We understand that things come up and you may need to cancel. Please note that we are charged a service fee for credit card processing and we are not able to refund the credit card fees of 2.9%. We can provide refunds up until Nov 6 minus the charge. Due to catering and room costs no refund will be offered to cancelations after Nov. 6th. 

Yes, if you need us to send an invoice for a check payment please email us at [email protected] 
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Foundations of Case Management: Understanding your Role and Readiness

In this session participants will explore the role of the case manager and the skills required to be successful.

Virtual Session

Strength-Based Strategies for Relationship Building

Learn practical, strengths-based communication skills to foster meaningful engagement. The focus will be on centering the needs of persons you are working with, building trust, and overcoming common barriers to connection.

Restorative and Recovery-Oriented Approaches to Case Management

Learn the principles and practices of restorative and recovery-oriented case management. This session emphasizes the case manager’s role in fostering hope and resilience without judgement throughout the change process.

Building Bridges: Collaborative, Culturally Responsive Service Planning

Learn effective ways to collaborate with community-based services and supports that align with the unique needs, identities, and goals of those you work with. Explore how to develop individualized service plans that are comprehensive as well as culturally responsive.

Holistic Assessment and Goal Setting through Effective Home Visits

Learn the tools and techniques needed to conduct comprehensive, person-centered assessments in the context of home visits. Recognizing the home as a vital space for understanding a community member’s lived experience, this module emphasizes the importance of building rapport, observing with sensitivity, and engaging in collaborative planning.

Professional Documentation: Writing with Clarity, Purpose, and Integrity

Learn the essential skills and standards for writing clear, objective, and professional case notes, reports, and intake records. Emphasizing both practical techniques and ethical considerations, the module prepares case managers to document in ways that support continuity of care, uphold client dignity, and meet legal and organizational requirements.

Responding in Critical Moments: Crisis Support and Restorative-Centered Care

Learn to respond effectively during moments of heightened vulnerability, urgency, or crisis in the lives of persons you are working with. Whether navigating mental health emergencies, substance use concerns, housing instability, or other acute challenges, participants will learn how to remain grounded, responsive, and supportive, prioritizing safety, dignity, and connection.

Staying Grounded: Ethics, Boundaries, and Self-Care in Case Management

Explore the importance of ethical approaches to case management, emphasizing the importance of maintaining professional boundaries, practicing sound decision-making, and sustaining personal well-being in emotionally demanding roles.

Sustaining Engagement: Monitoring Progress and Planning for Transitions

Learn how to support those you are working with beyond initial engagement by maintaining meaningful contact, tracking progress, and adapting plans as circumstances evolve. Participants will learn how to balance the dual responsibilities of compliance and person-centered care, ensuring that support remains responsive, relevant, and forward-looking.

Case Management Program Review Session

This session reinforces core concepts and skills from the series. Participants will apply these strategies in guided practice scenarios and receive real-time feedback. The session concludes with an interactive Q&A to address challenges, share insights, and solidify learning.

Virtual Session
Training Includes