Case Management Summit:
Doing the Work

Hosted by American River College
Sacramento, CA

October 7th & 8th, 2019

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Registration is now closed for this training as we have reached maximum capacity. If still interested in attending, please contact to be included in the wait list.

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Questions? Contact NaBITA at (484) 321-3651


Course Description: This two-day course is designed to provide participants with the skills and knowledge to implement case management services. The course will deliver an overview of high-impact case management practices as well as focus on the application of case management techniques with unique populations.  Using an interactive format, participants will watch video demonstrations of case management services in action and then engage in discussion with the presenters and fellow participants regarding the skills and techniques demonstrated in the video.

Unlike other certification courses through NaBITA or training events, the entire focus of this summit will be on practical skill development to assist Case Managers and those working with the BIT to improve their interactions with students, faculty and staff.

Ideal Participants: This course is ideal for administrators in either a full-time case management role, or in a position where case management services are part of their overall job duties. Those working with the BIT, student conduct, academic support, disability services and even front office customer service will benefit from this summit.

  • Case Managers
  • Counselors and Therapists
  • Advisors and Academic Support
  • Retention Staff
  • BIT and CARE team members
  • Title IX Coordinators
  • Disability Staff
  • Conduct Officers
  • Front Office Staff
  • Residential Life staff


Early Bird Registration (Register by August 23, 2019)

$499 for an individual attendee

NaBITA members:
$449 for an individual attendee

Regular Registration (After August 23, 2019)

$579 for an individual attendee

NaBITA members:
$521 for an individual attendee

To register at Member Rates, the anticipated attendees must have an active Team or Super NaBITA Membership or each registrant must be an active Individual Member of NaBITA. For more information on membership please contact NaBITA at (484) 321-3651 or

All registrations for 2019 trainings include access to regularly updated electronic training materials, including the full deck of training slides.

Attendee contact information is not required at time of registration; NaBITA will reach out 7-10 days prior to the training to collect each attendee’s name, professional title, institutional affiliation, email address, and phone number. Access to materials is delivered via email to each attendee 5 days prior to the training.


Please click here to view the training agenda.

Course Agenda Day One

Morning Session 1: Case Management Overview (90 min)

  • History and philosophical underpinnings of case management
  • Overview and definition of case management in higher education
  • Case management structure, location, and interaction with the BIT
  • Qualities and characteristics of a case manager
  • Skills and functions of a Case Manager
  • Case management protocols and procedures

*          *          *          Morning Break       *          *          *

Morning Session 2: Working with Suicidal and Self-harming Students (90 min)

  • Building rapport and collecting intake information
  • Setting boundaries and communication with parents, BIT and other departments
  • Understanding suicidal and students who self-harm
  • Video demonstration and group exercise (always optional to participate or watch)
  • Risk and protective factors related to suicide and self-harm
  • Non-clinical suicide and self-harm assessment skills
  • Safety agreements and harm reeducation
  • Decreasing Risk factors and increasing protective factors

*          *          *          Lunch Break         *          *          *

Afternoon Session 1: Assisting students involved in the Conduct Process (90 min)

  • Conduct concerns which overlap with case management work
  • Non-clinical and clinical substance misuse/abuse assessments
  • Sanctioned case management vs. voluntary case management
  • Video demonstration and group exercise (always optional to participate or watch)
  • Discussion of information sharing and potential dual relationships with hearing panels
  • Review of behavioral agreements: the good, the bad and the ugly
  • Applying Motivational Interviewing and Change Theory Skills
  • Communication with parents, referral source and other departments

*          *          *          Afternoon Break         *          *          *

Afternoon Session 2: Supporting LGBTQ Students (90 min)

  • Overview of sexual identify and gender identity, unique considerations,
  • Case management skills and interventions, risk/protective factors, and support needs
  • Discussion of developmental stages, societal/dating/cultural and family tensions
  • Video demonstration and group exercise (always optional to participate or watch)
  • Opportunities for systems-level, policy changes to support LGBTQ student

Course Agenda Day Two

Morning Session 1: Improving Retention and Access to Academic Support (90 min)

  • Brief overview of academic support services
  • Discussion of common approaches to study skill development
  • Review of Change Theory, assessing and intervening with students who may be at precontemplation, contemplation, preparation/action or maintenance/relapse.
  • Identifying additional supports around campus to assist
  • Case examples to review in groups

*          *          *          Morning Break           *          *          *

Morning Session 2: Aiding Students through a Title IX Process (90 min)

  • Brief overview of ATIXA and the Title IX process
  • Discussion of common needs to support reporting parties and victim advocacy
  • Discussion of common needs to support responding parties and process advisors
  • Importance of pairing with community resources (MH, violence shelters, legal services)
  • Video demonstration and group exercise (always optional to participate or watch)
  • Information sharing with conduct, BIT, Title IX, parents and off-campus legal
  • Importance of defining scope of practice early and staying in your lane

*          *          *          Lunch Break           *          *          *

Afternoon Session 1: Helping students navigate the 504/ADA disability process (90 min)

  • Brief overview of Americans with Disability Act and Rehabilitation Act Sec. 504
  • Discussion concerning managing behavior vs. treating the disability
  • Mandated assessments, Involuntary withdrawals, and behavioral agreements
  • Video demonstration and group exercise (always optional to participate or watch)
  • Information sharing with BIT, academic support, parents and professors
  • Case management skills and interventions for students with disabilities

*          *          *          Afternoon Break         *          *          *

Afternoon Session 2: Veterans, Online, and Non-Traditional Students (90 min)

  • Discussion and review of common attributes of veterans, online and non-tad students
  • Understanding the support needs for veteran, online, and non-traditional students
  • Addressing challenges on online communication and referrals in urban/rural settings
  • Food banks, addressing food insecurity, off-campus referrals
  • Video demonstration and group exercise (always optional to participate or watch)
  • Case management skills and interventions for veteran students


  • Brian Van Brunt, Ed.D., NaBITA Executive Director and Past-President; Senior Executive Vice President for Professional Program Development, The NCHERM Group
  • Makenzie Schiemann, M.S., Associate Executive Director, NaBITA; Associate Consultant, The NCHERM Group, LLC


All registrations for 2019 trainings include complimentary three-month Individual Trial Memberships for attendees who have no previous membership history with NaBITA. Active trial members have access to the full benefits of the corresponding membership level.

Complimentary and free trial memberships are not transferable unless the corresponding event registration is/was transferred as well.

Complimentary trial memberships that come with hotel or campus-based event registrations have no monetary value and cannot be applied towards a membership upgrade.

NaBITA will send trial members an email with instructions to activate their trial membership account. Trial membership expiration dates are three months from the date NaBITA sends the initial membership redemption email, regardless of when the membership is redeemed and activated.

NaBITA’s policies provide additional guidance regarding complimentary trial memberships.



Each day of training will run 8:30AM-4:30PM. Registration will begin at 8:00AM.


American River College
4700 College Oak Drive, Sacramento, CA 95841
Campus map

Training Facility

Student Center Community Rooms 1, 2, 3, & 4
4700 College Oak Drive, Sacramento, CA 95841
Campus map


Free parking will be available to all attendees.



Sacramento International Airport
6900 Airport Boulevard, Sacramento, CA
Approximate distance from campus: 17.1 miles
Ground transportation options: Taxi, Hotel Shuttles, Super Shuttle, Car Rental


Amtrak Sacramento Valley Station
401 I Street, Sacramento, CA 95814
Approximate distance from campus: 11.3 miles
Ground transportation options: Taxi and Bus (Regional Transit)

Breakfast, Lunch & Snack Breaks

Your host will provide a light continental breakfast and afternoon snack break each day. Lunch each day will be on your own.


Attire is business casual with an emphasis on casual.  Room temperatures may vary; layers are encouraged.

Electrical Outlets

If you wish to use a laptop to take notes, please have your computer fully charged and consider bringing a back-up battery, as there are not enough outlets in the room for individual use. Staff will not be available on-site to provide any electrical cords or technological assistance.


Crowne Plaza Sacramento Northeast
5321 Date Avenue, Sacramento, CA 95841
Approximate distance from campus: 1.1 miles

La Quinta Inn by Wyndham Sacramento North
4604 Madison Avenue, Sacramento, CA 95841
Approximate distance from campus: 0.9 miles


Enjoy your visit and learn about Sacramento here!


Special accommodation parking is available and training facility is wheelchair accessible. An ASL interpreter is available with advance notice and request. Hosts require advance notice of any dietary restrictions. Please contact NaBITA with any accommodation request(s). Be sure to specify which training you are attending in your correspondence.


NaBITA’s policies provide guidance on cancellations, substitutions, and credits.

*Although a registration deadline is outlined above, it is possible that the training may reach capacity before that date. If this happens, registration will closed earlier than scheduled. Please have registration confirmed before making travel and lodging accommodations.