Ended

Advising Workflow & Appointment Notes

Mon, Feb 6, 2023, 9:00 – 10:00 AM EST
UAC, Close Hipp 3rd Floor (in-person only)
Advising Workflow & Appointment Notes

This session provides best practice strategies on how to strategically and efficiently build advising appointment workflow and provide guidelines for entering appointment notes.

Presenters:

Jane Bouknight, Sr. Program Manager of Advisor Training & Development



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Location

UAC, Close Hipp 3rd Floor (in-person only)

Classifications

Categories
  • New Advisor Series

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