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About the Program
I. Brief overview of the challenges of negotiating management referrals.
a. Client company perspective
b. Employee perspective
c. EAP professional perspective
II. The Importance of Collaboration
a. with the EAP affiliate
b. with the Client Company Representative
c. with the Employee
III. Top 10 List of strategies/tips for a successful Management Referral
IV. Case Discussion (discussion of management referral case scenarios received from participants ahead of time)
About the Presenter
Rachel Kaufmann, MA, LPC, CEAP has 16 years of counseling experience in diverse settings including higher education, private practice, military, and a county mental health crisis line. Currently Rachel works as an EAP Workplace Consultant for ValueOptions where she provides EAP consultation, training and complex case management for over 100 client companies. Rachel received a bachelor’s degree in Biology and Psychology from Scripps College and holds a Master’s degree in Counseling from Webster University.
Liz Danielian is a Clinical Supervisor in Health and Performance Solutions at Valueoptions. Prior to that, she was an EAP Workplace Consultant, providing consultation and support to client companies regarding employee performance issues, workplace incidents, and trainings. She also provides clinical case management to employees referred to the EAP by their company. She has worked in the field of Employee Assistance since 2004 and is a CEAP. Liz is a Licensed Clinical Social Worker with over 13 years of experience supporting individuals, families and organizations. Her professional background includes work in child welfare and adoption, developmental disabilities, mental health, and substance abuse. She earned her undergraduate degree from Northwestern University and her Master’s in Social Work from The University of Illinois at Chicago, Jane Adams College of Social Work.
Participants will have a chance to ask questions.
Training Materials
Additional Resources
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