Self-Directed Series: Immigration Program Management Fundamentals and Best Practices

Aug. 6–Sept. 3, 2025 | CA MCLE: N/A

Every day, the number of immigrants in need of quality, affordable immigration legal assistance increases. Often, nonprofits are the only place in the community they can turn. Is your program up to the challenge?

This self-directed, introductory-level course includes four units that will cover the fundamentals and best practices necessary for starting and sustaining an effective immigration legal services program. Participants will learn introductory concepts and best practices in building a business plan and generating support to sustain your plan, staffing, case management, and financial management. The trainers also discuss the necessary space, equipment, and tools needed for efficient and ethical program operations.

Registration

Please note that CLINIC is committed to preventing the Unauthorized Practice of Immigration Law (UPIL). CLINIC online trainings are open to the staff and volunteers of CLINIC Affiliates, any other nonprofit agency, and private attorneys and their staff. Independent non-attorney legal workers are not eligible to register for CLINIC trainings. CLINIC reserves the right to request proof of an agency’s nonprofit status, proof of employment/volunteer status with a nonprofit, and/or proof of authorization to provide immigration legal services to the community.

NOTE: Each unit requires you to watch a recorded webinar and participate in activities to obtain CLINIC’s Certificate of Completion. The following is a breakdown of the individual units. This self-directed series will close at the e-learning site on Sept. 3. All coursework must be completed prior to that date to receive a Certificate of Completion.

 


Unit 1: Introduction, Leadership, and Revenue

Unit 1 will focus on how to create a business plan, build internal and external support for your immigration legal services program, develop budgets and set fee schedules, and establish ethical fee collection processes and financial controls. 
 


Unit 2: Space, Equipment, and Tools

Unit 2 of the series is dedicated to space, equipment, and tools. The trainers discuss how space, equipment, and tools impact the confidentiality, efficiency, and quality of your immigration legal service programs.  
 


Unit 3: Staffing  

Trainers focus on staffing during unit 3 of the series. They will discuss staffing models and considerations for building a staffing model that aligns with your community’s needs and your program’s mission, service delivery, and budget. In addition, there will be a discussion of best practices on hiring, training, supervising, evaluating, and retaining your staff, as well as working with interns and volunteers. 
 


Unit 4: An Introduction to Case Management

The last unit of the program management series includes a brief introduction to and discussion of case management. This discussion will include best practices and considerations when developing policies and procedures to ensure ethical case management practices. Trainers will introduce topics such as intake, case selection, case opening and assignment, file maintenance, case tracking, and case closing. 
 

Additional Information

Certificate of Completion

Participants will receive a certificate of completion if they (a) view and check off the unit webinar recordings, and (b) complete the required activities for each unit. All coursework must be completed prior to the course closure date to be issued a certificate of completion.

Type of Training

Webinar Series

Date of Event

-

Registration Deadline

Course Opens

Training Prices

SD 4-part series - $190.00

Eligible Grant(s) Discount

Selected Houston Endowment (check with org)

Payment and Cancellation

Payment by credit card only. There are no refunds for registration for a single webinar or for a webinar series.

All About Conditional Permanent Residence

July 23, 2025 | 2-3:30 p.m. ET | CA MCLE: 1.5

Many clients immigrating through marriage are granted conditional residence and must take additional steps to remove the conditions on their status. In this webinar, presenters will discuss who is subject to conditional residence, how and when to file Form I-751 joint petition or waiver, and the circumstances in which late filings may be excused. The session will also cover changing or supplementing the filing basis, termination of conditional residence status, and de novo review of denials in proceedings. 

The webinar recording will not be provided so be sure to join us live.

Registration

Please note that CLINIC is committed to preventing the Unauthorized Practice of Immigration Law (UPIL). CLINIC online trainings are open to the staff and volunteers of CLINIC Affiliates, any other nonprofit agency, and private attorneys and their staff. Independent non-attorney legal workers are not eligible to register for CLINIC trainings. CLINIC reserves the right to request proof of an agency’s nonprofit status, proof of employment/volunteer status with a nonprofit, and/or proof of authorization to provide immigration legal services to the community.

Additional Information

Training Timezone

This training takes place in the Eastern Time Zone.

Certificate of Attendance

Certificates of Attendance are only issued to participants who attend the live session(s).

CLE for Attorney Participants

CLINIC is authorized by the State Bar of California to provide minimum continuing legal education (MCLE) training. If you are a California attorney, you are eligible to claim 1.5 hours of MCLE credits for each live webinar. To receive MCLE credit, please provide your state bar number when you register for each live webinar. If you are an attorney licensed in another state, please check with your state bar to determine whether this training qualifies for MCLE credit.

Type of Training

Webinar

Date of Event

Time of Event

02:00 pm ~ 03:30 pm

Registration Deadline

Training Prices

CLINIC Affiliates (Webinars) - $35
Nonprofit Agency Staff (Webinars) - $90
Private Attorneys and Staff (Webinars) - $145

Eligible Grant(s) Discount

CDSS
MOIA

Payment and Cancellation

Payment by credit card only. There are no refunds for registration for a single webinar or for a webinar series.

Cultivating a Culture of Wellness in Your Organization

Aug. 6, 2025 | 2-3:30 p.m. ET | CA MCLE: 1.5 (Wellness Competence)

Cultivating wellness in an organization creates a working environment that respects the dignity of both staff and clients and, in turn, increases efficiency, productivity, and effectiveness. Developing an organizational culture of wellness requires a collective rather than individual effort. This session will teach managers how to identify and combat burnout and vicarious trauma at the individual and organizational levels. Presenters will discuss ways to create a culture where wellness is front and center in all aspects of work and provide demonstrations of helpful techniques.   

Participants will receive exclusive access to CLINIC’s upcoming resource, Wellness Workshop for Immigration Advocates: A Peer-Led Series for Recognizing, Preventing, and Recovering From Vicarious Trauma and Burnout, which includes a Facilitator Guide, PowerPoint, and hands-on activities that can be used by organizations to train staff on wellness in the legal field, including how to recognize and combat burnout and vicarious trauma. 

The webinar recording will not be provided so be sure to join us live.

Registration

Please note that CLINIC is committed to preventing the Unauthorized Practice of Immigration Law (UPIL). CLINIC online trainings are open to the staff and volunteers of CLINIC Affiliates, any other nonprofit agency, and private attorneys and their staff. Independent non-attorney legal workers are not eligible to register for CLINIC trainings. CLINIC reserves the right to request proof of an agency’s nonprofit status, proof of employment/volunteer status with a nonprofit, and/or proof of authorization to provide immigration legal services to the community.

Additional Information

Training Timezone

This training takes place in the Eastern Time Zone.

Certificate of Attendance

Certificates of Attendance are only issued to participants who attend the live session(s).

CLE for Attorney Participants

CLINIC is authorized by the State Bar of California to provide minimum continuing legal education (MCLE) training. If you are a California attorney, you are eligible to claim 1.5 hours of MCLE credits (wellness competence) for the live webinar. To receive MCLE credit, please provide your state bar number when you register for the live webinar. If you are an attorney licensed in another state, please check with your state bar to determine whether this training qualifies for MCLE credit.

Type of Training

Webinar

Date of Event

Time of Event

02:00 pm ~ 03:30 pm

Registration Deadline

Training Prices

CLINIC Affiliates (Webinars) - $35
Nonprofit Agency Staff (Webinars) - $90
Private Attorneys and Staff (Webinars) - $145

Eligible Grant(s) Discount

CDSS
MOIA

Payment and Cancellation

Payment by credit card only. There are no refunds for registration for a single webinar or for a webinar series.

Navigating FOIA and Records Requests

July 30, 2025 | 2-3:30 p.m. ET | CA MCLE: 1.5

You’ve interviewed your client, and they disclosed an arrest, but they can’t remember when it happened. They want to naturalize, but they can’t remember whether they disclosed the arrest on their adjustment of status. Maybe they were stopped at the border, but they are unsure what happened next. What should you do next? This webinar will cover where to find the facts you need in order to counsel your client. It will cover how to make FOIA requests, how to obtain FBI background checks and criminal records, as well as how to interpret these records.

The webinar recording will not be provided so be sure to join us live.

Registration

Please note that CLINIC is committed to preventing the Unauthorized Practice of Immigration Law (UPIL). CLINIC online trainings are open to the staff and volunteers of CLINIC Affiliates, any other nonprofit agency, and private attorneys and their staff. Independent non-attorney legal workers are not eligible to register for CLINIC trainings. CLINIC reserves the right to request proof of an agency’s nonprofit status, proof of employment/volunteer status with a nonprofit, and/or proof of authorization to provide immigration legal services to the community.

Additional Information

Training Timezone

This training takes place in the Eastern Time Zone.

Certificate of Attendance

Certificates of Attendance are only issued to participants who attend the live session(s).

CLE for Attorney Participants

CLINIC is authorized by the State Bar of California to provide minimum continuing legal education (MCLE) training. If you are a California attorney, you are eligible to claim 1.5 hours of MCLE credits for each live webinar. To receive MCLE credit, please provide your state bar number when you register for each live webinar. If you are an attorney licensed in another state, please check with your state bar to determine whether this training qualifies for MCLE credit.

Type of Training

Webinar

Date of Event

Time of Event

02:00 pm ~ 03:30 pm

Registration Deadline

Training Prices

CLINIC Affiliates (Webinars) - $35
Nonprofit Agency Staff (Webinars) - $90
Private Attorneys and Staff (Webinars) - $145

Eligible Grant(s) Discount

CDSS
MOIA
Selected Houston Endowment (check with org)

Payment and Cancellation

Payment by credit card only. There are no refunds for registration for a single webinar or for a webinar series.