Financial Wellness Lunchtime Series

Presented by Liberty Bank and HSF, the Academy for Financial Wellness is a step-by-step program designed to help you
build financial independence. Through expert-led sessions, you’ll gain the knowledge and confidence to
manage your money, improve your credit, and achieve short term and long financial goals. Create your path, register today!

This five part series is no cost and is presented by Dawn Creighton; Liberty Bank, with guests. The series runs over Zoom every Monday from 9/14 to 10/12 from noon to 1pm (lunch hour for most people).

Series Topics

  • Why Bank?– assess your financial health to set goals for your short and long term financial wellness.
  • Budget Like a Pro– – Create & maintain a personalized spending plan that fits your life
  • Build and Repair Credit– Tools designed to help improve your score and uncover financial opportunities
  • Become a Homeowner-Learn about buying a home and understand mortgage options & down payment programs available to you
  • Meet with a Financial Advisor– Build a personalized plan for yourself with expert advice

 

 

 

HSF Annual Sponsors:

Arbor Associates     
The Beveridge Family Foundation     
BHN

Guidewire     

 

Hub International New England
Whittlesey

 

Financial Wellness Lunchtime Series

Presented by Liberty Bank and HSF, the Academy for Financial Wellness is a step-by-step program designed to help you
build financial independence. Through expert-led sessions, you’ll gain the knowledge and confidence to
manage your money, improve your credit, and achieve short term and long financial goals. Create your path, register today!

This five part series is no cost and is presented by Dawn Creighton; Liberty Bank, with guests. The series runs over Zoom every Monday from 9/14 to 10/12 from noon to 1pm (lunch hour for most people).

Series Topics

  • Why Bank?– assess your financial health to set goals for your short and long term financial wellness.
  • Budget Like a Pro– – Create & maintain a personalized spending plan that fits your life
  • Build and Repair Credit– Tools designed to help improve your score and uncover financial opportunities
  • Become a Homeowner-Learn about buying a home and understand mortgage options & down payment programs available to you
  • Meet with a Financial Advisor– Build a personalized plan for yourself with expert advice

 

 

 

HSF Annual Sponsors:

Arbor Associates     
The Beveridge Family Foundation     
BHN

Guidewire     

 

Hub International New England
Whittlesey

 

Financial Wellness Lunchtime Series

Presented by Liberty Bank and HSF, the Academy for Financial Wellness is a step-by-step program designed to help you
build financial independence. Through expert-led sessions, you’ll gain the knowledge and confidence to
manage your money, improve your credit, and achieve short term and long financial goals. Create your path, register today!

This five part series is no cost and is presented by Dawn Creighton; Liberty Bank, with guests. The series runs over Zoom every Monday from 9/14 to 10/12 from noon to 1pm (lunch hour for most people).

Series Topics

  • Why Bank?– assess your financial health to set goals for your short and long term financial wellness.
  • Budget Like a Pro– – Create & maintain a personalized spending plan that fits your life
  • Build and Repair Credit– Tools designed to help improve your score and uncover financial opportunities
  • Become a Homeowner-Learn about buying a home and understand mortgage options & down payment programs available to you
  • Meet with a Financial Advisor– Build a personalized plan for yourself with expert advice

 

 

 

HSF Annual Sponsors:

Arbor Associates     
The Beveridge Family Foundation     
BHN

Guidewire     

 

Hub International New England
Whittlesey

 

Financial Wellness Lunchtime Series

Presented by Liberty Bank and HSF, the Academy for Financial Wellness is a step-by-step program designed to help you
build financial independence. Through expert-led sessions, you’ll gain the knowledge and confidence to
manage your money, improve your credit, and achieve short term and long financial goals. Create your path, register today!

This five part series is no cost and is presented by Dawn Creighton; Liberty Bank, with guests. The series runs over Zoom every Monday from 9/14 to 10/12 from noon to 1pm (lunch hour for most people).

Series Topics

  • Why Bank?– assess your financial health to set goals for your short and long term financial wellness.
  • Budget Like a Pro– – Create & maintain a personalized spending plan that fits your life
  • Build and Repair Credit– Tools designed to help improve your score and uncover financial opportunities
  • Become a Homeowner-Learn about buying a home and understand mortgage options & down payment programs available to you
  • Meet with a Financial Advisor– Build a personalized plan for yourself with expert advice

 

 

 

HSF Annual Sponsors:

Arbor Associates     
The Beveridge Family Foundation     
BHN

Guidewire     

 

Hub International New England
Whittlesey

 

Financial Wellness Lunchtime Series

Presented by Liberty Bank and HSF, the Academy for Financial Wellness is a step-by-step program designed to help you
build financial independence. Through expert-led sessions, you’ll gain the knowledge and confidence to
manage your money, improve your credit, and achieve short term and long financial goals. Create your path, register today!

This five part series is no cost and is presented by Dawn Creighton; Liberty Bank, with guests. The series runs over Zoom every Monday from 9/14 to 10/12 from noon to 1pm (lunch hour for most people).

Series Topics

  • Why Bank?– assess your financial health to set goals for your short and long term financial wellness.
  • Budget Like a Pro– – Create & maintain a personalized spending plan that fits your life
  • Build and Repair Credit– Tools designed to help improve your score and uncover financial opportunities
  • Become a Homeowner-Learn about buying a home and understand mortgage options & down payment programs available to you
  • Meet with a Financial Advisor– Build a personalized plan for yourself with expert advice

 

 

 

HSF Annual Sponsors:

Arbor Associates     
The Beveridge Family Foundation     
BHN

Guidewire     

 

Hub International New England
Whittlesey

 

Financial Wellness Lunchtime Series

Presented by Liberty Bank and HSF, the Academy for Financial Wellness is a step-by-step program designed to help you
build financial independence. Through expert-led sessions, you’ll gain the knowledge and confidence to
manage your money, improve your credit, and achieve short term and long financial goals. Create your path, register today!

This five part series is no cost and is presented by Dawn Creighton; Liberty Bank, with guests. The series runs over Zoom every Monday from 9/14 to 10/12 from noon to 1pm (lunch hour for most people).

Series Topics

  • Why Bank?– assess your financial health to set goals for your short and long term financial wellness.
  • Budget Like a Pro– – Create & maintain a personalized spending plan that fits your life
  • Build and Repair Credit– Tools designed to help improve your score and uncover financial opportunities
  • Become a Homeowner-Learn about buying a home and understand mortgage options & down payment programs available to you
  • Meet with a Financial Advisor– Build a personalized plan for yourself with expert advice

 

 

 

HSF Annual Sponsors:

Arbor Associates     
The Beveridge Family Foundation     
BHN

Guidewire     

 

Hub International New England
Whittlesey

 

Catchafire Day

HSF Members have saved almost $2,000,000 by using pro bono support and services through CATCHAFIRE. Will your project push us over?

If you work at a HSF member organization, YOU have access to Catchafire (not just the senior leaders).  Not sure how to use it? Join us as HSF Executive Director Becca Cooolong walks through how easy it is to use this time and money saving resource. for everyone!
Following the informational hour Becca will give technical assistance to start or move forward your projects.

Support for Catchafire is thanks to The Beveridge Foundation, Community Foundation of Western Mass, and the Irene E. & George A. Davis Foundation.

 

HSF Annual Sponsors:


Supervisory Skills Certificate Series- Fall 2026

Give new supervisors the skills they need to succeed.  If you are planning on promoting, or have just promoted someone to a supervisory position help them hit the ground running with this 8 week course.  With HSF’s strong team of seasoned presenters covering a wide range of knowledge from different points of view, we cover theory, soft skills, and hard facts.  Conversation topics range from harassment law and cybersecurity to finding common purpose in a team and how to transition from peer to supervisor, and much much more.

Register an individual who is eligible for a certificate, or a space for your agency to send someone different to each session depending on who the topic will benefit most.

This series is presented over Zoom. Series runs 8 consecutive weeks starting  September 24th, 9am-12:30pm all session.  Full series is $1500 for members, $3000 for nonmembers.

Reimbursement available through the Commonwealth Corporation Express Fund (more information below). Are you an HSF member and NOT eligible for the grant?  Please use promo code HSF50 for a special 50% off discount.  Additional discounts available for groups of 4 or more attendees. Email Jeff Tingley

Series Dates and Topics

  • Supervising Former Peers and Establishing Healthy Boundaries- Thursday September 24th

This training equips internally promoted leaders with the tools to successfully manage former peers while fostering trust, accountability, and healthy team dynamics. Leaders will explore the psychological and practical aspects of  transitioning into authority roles, develop strategies for setting and enforcing boundaries, refine their leadership identity, and enhance their communication and feedback techniques.

Presented by Will Weche; Willful Change LLC

  • Employment Law- Thursday October 1st

Avoid missteps that can lead to expensive and time-consuming litigation.  Learn from practicing attorneys on the wording of the law, along with how that wording is actually applied. Covering a wide range of subjects to clear up misconceptions and acknowledging pitfalls, this session is packed with useful information that every organization needs.

Presented by Skoler-Abbott

  • Culturally Responsive Supervision- Tuesday October 6th

Join us as we take a deep look at the many aspects that make up our identities and how they impact our leadership,  our organizations and the people we serve.  Improve our skills in having conversations about our differences in a way that encourages learning and growth while building intersectional resilience.  We will strengthen our ability to have important dialogues, navigate predictable tensions and avoid pitfalls that lead to disconnection. This session helps supervisors cultivate trusting, creative and connected diverse working relationships.

Presented by Regi Wingo and JAC Patriss; Growing a New Heart

  • Retention: Rewards and Accountability – Thursday October 15th

People don’t leave jobs; they leave bad supervisors. This session puts a focus on how a supervisor can strengthen and grow those who report to them, creating an environment where employees want to stay.  Covering how to multiple the strengths of your team, how to discipline in a way that productive, and how to praise, we will learn how to create a work environment centered on retention.

Presented by Diana Brooks; Diana Brooks Associates

  • Cyber Security- Wednesday February 25th 

With the threat of cyber attacks continuing to rise, with an increased focus on social engineering, no one can afford to hide their heads in the sand and pretend that everything is ok.  With a focus on practical, simple, daily steps that one can take, this session seeks to minimize risk to you, your organization, and your clients.

Presented by Chris Wisneski; Whittlesey

  • Resource Sharing and Catchafire Overview- Thursday October 29th

Let’s continue to fight the narrative of resource scarcity in nonprofits.  Join us as we will highlight some of the most useful free resources for nonprofits we’ve discovered, and we invite you to share the tools and supports that have been most valuable to you. Let’s learn from one another and keep building stronger connections! We will also take a look at Catchafire- a worldwide network of professionals volunteering to lend their expertise to nonprofit organizations pro bono, that our member organizations have access to through HSF.

Presented by Becca Coolong and Jeff Tingley; Human Service Forum

  • Team Building and Conflict Resolution- Thursday November 5th

Through discussions that will include team activities and individual reflection, forge a shared understanding of team-building and the essential skills for conflict resolution and negotiation that facilitate the development of strong, cohesive, effective teams. Make your team stronger than the sum of their parts, drive unity, and be able to address conflict when it does happen.

Presented by Dr. Lucie Lewis and Janine Fondon

  • Leadership Communication- Thursday November 12th

This session looks at the building blocks of communicating clear messages to others.  In a core aspect of leadership that is often taken for granted, those who excel at communicating often excel in supervision.  Learn to avoid noise and interference, and how to properly process feedback to fine tune your messages for clearer understanding.

Presented by Jeff Tingley; Human Service Forum

 

Express Program Reimbursement Program

Applications need to be in 21 days before the first date of the series (by September 3rd).  After the series ends you will be able to request the reimbursement from Commonwealth Corporation.

The Supervisory Skills Series is listed under course ID # C-15680

Application and more details HERE

HSF Series Sponsor

 

 

 

 

HSF Annual Sponsors

 


Supervisory Skills Certificate Series- Fall 2026

Give new supervisors the skills they need to succeed.  If you are planning on promoting, or have just promoted someone to a supervisory position help them hit the ground running with this 8 week course.  With HSF’s strong team of seasoned presenters covering a wide range of knowledge from different points of view, we cover theory, soft skills, and hard facts.  Conversation topics range from harassment law and cybersecurity to finding common purpose in a team and how to transition from peer to supervisor, and much much more.

Register an individual who is eligible for a certificate, or a space for your agency to send someone different to each session depending on who the topic will benefit most.

This series is presented over Zoom. Series runs 8 consecutive weeks starting  September 24th, 9am-12:30pm all session.  Full series is $1500 for members, $3000 for nonmembers.

Reimbursement available through the Commonwealth Corporation Express Fund (more information below). Are you an HSF member and NOT eligible for the grant?  Please use promo code HSF50 for a special 50% off discount.  Additional discounts available for groups of 4 or more attendees. Email Jeff Tingley

Series Dates and Topics

  • Supervising Former Peers and Establishing Healthy Boundaries- Thursday September 24th

This training equips internally promoted leaders with the tools to successfully manage former peers while fostering trust, accountability, and healthy team dynamics. Leaders will explore the psychological and practical aspects of  transitioning into authority roles, develop strategies for setting and enforcing boundaries, refine their leadership identity, and enhance their communication and feedback techniques.

Presented by Will Weche; Willful Change LLC

  • Employment Law- Thursday October 1st

Avoid missteps that can lead to expensive and time-consuming litigation.  Learn from practicing attorneys on the wording of the law, along with how that wording is actually applied. Covering a wide range of subjects to clear up misconceptions and acknowledging pitfalls, this session is packed with useful information that every organization needs.

Presented by Skoler-Abbott

  • Culturally Responsive Supervision- Tuesday October 6th

Join us as we take a deep look at the many aspects that make up our identities and how they impact our leadership,  our organizations and the people we serve.  Improve our skills in having conversations about our differences in a way that encourages learning and growth while building intersectional resilience.  We will strengthen our ability to have important dialogues, navigate predictable tensions and avoid pitfalls that lead to disconnection. This session helps supervisors cultivate trusting, creative and connected diverse working relationships.

Presented by Regi Wingo and JAC Patriss; Growing a New Heart

  • Retention: Rewards and Accountability – Thursday October 15th

People don’t leave jobs; they leave bad supervisors. This session puts a focus on how a supervisor can strengthen and grow those who report to them, creating an environment where employees want to stay.  Covering how to multiple the strengths of your team, how to discipline in a way that productive, and how to praise, we will learn how to create a work environment centered on retention.

Presented by Diana Brooks; Diana Brooks Associates

  • Cyber Security- Wednesday February 25th 

With the threat of cyber attacks continuing to rise, with an increased focus on social engineering, no one can afford to hide their heads in the sand and pretend that everything is ok.  With a focus on practical, simple, daily steps that one can take, this session seeks to minimize risk to you, your organization, and your clients.

Presented by Chris Wisneski; Whittlesey

  • Resource Sharing and Catchafire Overview- Thursday October 29th

Let’s continue to fight the narrative of resource scarcity in nonprofits.  Join us as we will highlight some of the most useful free resources for nonprofits we’ve discovered, and we invite you to share the tools and supports that have been most valuable to you. Let’s learn from one another and keep building stronger connections! We will also take a look at Catchafire- a worldwide network of professionals volunteering to lend their expertise to nonprofit organizations pro bono, that our member organizations have access to through HSF.

Presented by Becca Coolong and Jeff Tingley; Human Service Forum

  • Team Building and Conflict Resolution- Thursday November 5th

Through discussions that will include team activities and individual reflection, forge a shared understanding of team-building and the essential skills for conflict resolution and negotiation that facilitate the development of strong, cohesive, effective teams. Make your team stronger than the sum of their parts, drive unity, and be able to address conflict when it does happen.

Presented by Dr. Lucie Lewis and Janine Fondon

  • Leadership Communication- Thursday November 12th

This session looks at the building blocks of communicating clear messages to others.  In a core aspect of leadership that is often taken for granted, those who excel at communicating often excel in supervision.  Learn to avoid noise and interference, and how to properly process feedback to fine tune your messages for clearer understanding.

Presented by Jeff Tingley; Human Service Forum

 

Express Program Reimbursement Program

Applications need to be in 21 days before the first date of the series (by September 3rd).  After the series ends you will be able to request the reimbursement from Commonwealth Corporation.

The Supervisory Skills Series is listed under course ID # C-15680

Application and more details HERE

HSF Series Sponsor

 

 

 

 

HSF Annual Sponsors

 


Supervisory Skills Certificate Series- Fall 2026

Give new supervisors the skills they need to succeed.  If you are planning on promoting, or have just promoted someone to a supervisory position help them hit the ground running with this 8 week course.  With HSF’s strong team of seasoned presenters covering a wide range of knowledge from different points of view, we cover theory, soft skills, and hard facts.  Conversation topics range from harassment law and cybersecurity to finding common purpose in a team and how to transition from peer to supervisor, and much much more.

Register an individual who is eligible for a certificate, or a space for your agency to send someone different to each session depending on who the topic will benefit most.

This series is presented over Zoom. Series runs 8 consecutive weeks starting  September 24th, 9am-12:30pm all session.  Full series is $1500 for members, $3000 for nonmembers.

Reimbursement available through the Commonwealth Corporation Express Fund (more information below). Are you an HSF member and NOT eligible for the grant?  Please use promo code HSF50 for a special 50% off discount.  Additional discounts available for groups of 4 or more attendees. Email Jeff Tingley

Series Dates and Topics

  • Supervising Former Peers and Establishing Healthy Boundaries- Thursday September 24th

This training equips internally promoted leaders with the tools to successfully manage former peers while fostering trust, accountability, and healthy team dynamics. Leaders will explore the psychological and practical aspects of  transitioning into authority roles, develop strategies for setting and enforcing boundaries, refine their leadership identity, and enhance their communication and feedback techniques.

Presented by Will Weche; Willful Change LLC

  • Employment Law- Thursday October 1st

Avoid missteps that can lead to expensive and time-consuming litigation.  Learn from practicing attorneys on the wording of the law, along with how that wording is actually applied. Covering a wide range of subjects to clear up misconceptions and acknowledging pitfalls, this session is packed with useful information that every organization needs.

Presented by Skoler-Abbott

  • Culturally Responsive Supervision- Tuesday October 6th

Join us as we take a deep look at the many aspects that make up our identities and how they impact our leadership,  our organizations and the people we serve.  Improve our skills in having conversations about our differences in a way that encourages learning and growth while building intersectional resilience.  We will strengthen our ability to have important dialogues, navigate predictable tensions and avoid pitfalls that lead to disconnection. This session helps supervisors cultivate trusting, creative and connected diverse working relationships.

Presented by Regi Wingo and JAC Patriss; Growing a New Heart

  • Retention: Rewards and Accountability – Thursday October 15th

People don’t leave jobs; they leave bad supervisors. This session puts a focus on how a supervisor can strengthen and grow those who report to them, creating an environment where employees want to stay.  Covering how to multiple the strengths of your team, how to discipline in a way that productive, and how to praise, we will learn how to create a work environment centered on retention.

Presented by Diana Brooks; Diana Brooks Associates

  • Cyber Security- Wednesday February 25th 

With the threat of cyber attacks continuing to rise, with an increased focus on social engineering, no one can afford to hide their heads in the sand and pretend that everything is ok.  With a focus on practical, simple, daily steps that one can take, this session seeks to minimize risk to you, your organization, and your clients.

Presented by Chris Wisneski; Whittlesey

  • Resource Sharing and Catchafire Overview- Thursday October 29th

Let’s continue to fight the narrative of resource scarcity in nonprofits.  Join us as we will highlight some of the most useful free resources for nonprofits we’ve discovered, and we invite you to share the tools and supports that have been most valuable to you. Let’s learn from one another and keep building stronger connections! We will also take a look at Catchafire- a worldwide network of professionals volunteering to lend their expertise to nonprofit organizations pro bono, that our member organizations have access to through HSF.

Presented by Becca Coolong and Jeff Tingley; Human Service Forum

  • Team Building and Conflict Resolution- Thursday November 5th

Through discussions that will include team activities and individual reflection, forge a shared understanding of team-building and the essential skills for conflict resolution and negotiation that facilitate the development of strong, cohesive, effective teams. Make your team stronger than the sum of their parts, drive unity, and be able to address conflict when it does happen.

Presented by Dr. Lucie Lewis and Janine Fondon

  • Leadership Communication- Thursday November 12th

This session looks at the building blocks of communicating clear messages to others.  In a core aspect of leadership that is often taken for granted, those who excel at communicating often excel in supervision.  Learn to avoid noise and interference, and how to properly process feedback to fine tune your messages for clearer understanding.

Presented by Jeff Tingley; Human Service Forum

 

Express Program Reimbursement Program

Applications need to be in 21 days before the first date of the series (by September 3rd).  After the series ends you will be able to request the reimbursement from Commonwealth Corporation.

The Supervisory Skills Series is listed under course ID # C-15680

Application and more details HERE

HSF Series Sponsor

 

 

 

 

HSF Annual Sponsors