21 Valuable Resources and Tools for Rep Payees

group of business books

Running a Representative Payee program often means juggling a lot of responsibilities and urgent tasks with a finite budget and a limited staff. But even with these restrictions, you want to do good work for the people you serve. So, where can you turn for help that doesn’t break the bank? Guest expert Ali Tabatabai, President and CEO of New Leaf Solutions pulled together this list of useful resources for program operators and employees. 

Leadership and Business Management Books 

Many Rep Payees are drawn to the work because of their desire to help people. Some may have a business background, while others are navigating how to launch and run a business for the first time. These books (available in print and audio) can provide valuable insights no matter your background:

Associations and Advocacy

These websites can be great resources to help Rep Payees stay up to date on Social Security Administration (SSA) policy updates, and other relevant information.

Online Resources to Develop Trainings

Whether you’re upleveling your own knowledge or offering training to your team, these websites provide essential information about your work and those you serve.

Platforms and Tools to Streamline Workflows

There are a number of digital tools and online platforms available today that can help you save time on common processes and keep your teams and records organized.

And that’s it – twenty one recommendations for tools and resources! A big thanks to Ali Tabatabai from New Leaf Solutions who curated this great list. 

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