Upcoming

Advising Workflow & Appointment Notes

Mon, Mar 3, 2025, 2:00 – 3:00 PM EST
Microsoft Teams (online 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

Microsoft Teams (online only)

Classifications

Categories
  • New Advisor Series