The Trust is a Leading Provider of Insurance Products and Continuing Education Programs for Psychologists

Our growing library covers a wide range of topics to help you and your practice. Plus, Trust policyholders can save 5-15% on their professional liability insurance premium with 4-6 hours of combined CE!

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We've bundled six of our popular on-demand webinars to bring you our PSYPACT Bundle! Three of the six CEs earned from this brand new bundle can be used to fulfill PSYPACT's three-hour CE requirement for your E. Passport renewal. Plus, the combined six CEs earned will make you eligible to save 15% on your Trust Sponsored Professional Liability insurance policy for two consecutive renewal periods. Normally priced at $15 each, you get access to all six for only $45 - a 50% savings! Facilitators: Leisl Bryant, Ph.D., ABPP; Joe Scroppo, Ph.D., J.D.; Marc Martinez, Ph.D., ABPP; Sara Smucker Barnwell, Ph.D.; Margo Adams Larsen, Ph.D.; Janet Pippin Orwig, MBA, CAE [Note] These webinars were filmed from 2022 - 2024 and may not reflect the most current information and laws regarding this topic. Important Notice Because this webinar is on-demand, once you are registered and have created a login account, you can view the webinar at any time in whatever time increments are most convenient. In order to download your CE certificate, receive CE credits, and become eligible for a discount on your Trust Sponsored Professional Liability Insurance policy premium, you must: Complete all six (ce-eligible) webinars, Pass the brief exams, and, Complete the brief evaluation forms. You are required to achieve a passing score of 75 percent or higher. You are allowed three attempts to successfully complete the exam. If you are unsuccessful on the third attempt, you must re-purchase the course to try again. Eligibility for Insurance Premium Discounts The combined 6 hours of CE earned from the PSYPACT Bundle will make you eligible for a 15% savings on your Trust Sponsored Professional Liability Insurance premium for two consecutive renewal periods. To obtain CE discounts, download and submit CE certificates (totaling 6 hours and completed within the previous 15 months) with your insurance application/renewal. Discounts are not applicable to Researcher/Academician or Student policies. Group policies become eligible for CE discounts when at least 50% of individuals insured under the group policy submit CE certification totaling the number of credits needed for a particular percentage discount. All applications are individually underwritten and submission of CE certification will not guarantee insurance policy issuance or renewal. Continuing Education Credits The Trust is approved by the American Psychological Association to sponsor continuing education for psychologists. The Trust maintains responsibility for this program and its content. The Trust is recognized by the New York State Education Department’s State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0019. Three of the six CEs earned from this bundle can be used to fulfill PSYPACT's three-hour CE requirement for your E. Passport renewal.  Continuing Education Grievance Policy The Trust is fully committed to conducting all activities in strict conformance with the American Psychological Association's Ethical Principles of Psychologists. The Trust will comply with all legal and ethical guidelines for non-discrimination in promotional activities, program content and in the treatment of CE participants. The Trust CE Director is responsible for complying with these standards. While the Trust strives to assure fair treatment for all participants and to anticipate problems before they occur, occasionally grievances may be filed. In cases where a participant files a written or oral grievance, the following actions are taken: If the grievance concerns the content of the workshop, webinar, book or the continuing education test, a Trust representative will mediate and will be the final arbitrator. If the participant requests action, the CE Director or a Trust representative will either provide a credit for a subsequent CE offering or provide a partial or full refund of the CE fee already paid. Actions involving a credit or a refund will require a written note documenting the grievance for record-keeping purposes. The aggrieved individual need not sign the note. If the grievance specifically concerns The Trust, the CE Director or Trust representative will attempt to arbitrate. Direct correspondence to: Continuing Education The Trust 111 Rockville Pike, Suite 700 Rockville, MD 20850 Phone: (800) 477-1200 Email: grievances@trustinsurance.com NOTE: This information is provided as a risk management resource and is not legal advice or an individualized personal consultation. At the time this resource was prepared, all information was as current and accurate as possible; however, regulations, laws, or prevailing professional practice standards may have changed since the posting or recording of this resource. Accordingly, it is your responsibility to confirm whether regulatory or legal issues that are relevant to you have since been updated and/or to consult with your professional advisors or legal counsel for timely guidance specific to your situation. As with all professional use of material, please explicitly cite The Trust Companies as the source if you reproduce or distribute any portion of these resources. Reproduction or distribution of this resource without the express written permission of The Trust Companies is strictly prohibited. Read more

This annual event brings together hundreds of psychologists from across the country for 2+ days packed with practice-oriented skill-building and risk management sessions. Now you can get access to 7 sessions from the 2023 National Practice Conference and earn a total of 16.5 CE hours for only $350! Plus, Trust policyholders and National Register members save $100 and pay $250! Courses Included in This Bundle Clinical Assessment, Intervention, and Treatment of Youth Who are Suicidal (3 CEs) Clinical Supervision: Inaction Is More Risky Than Action (1.5 CEs) Ethical, Clinical, Regulatory and Risk Management Considerations in Telehealth Practice (3 CEs) Gender in All Its Splendor: An Endocrinologist-Psychologist Team Talk About Pediatric Gender Care (3 CEs) Keynote: Since I Sold My Practice, It Has Been (Pick One) (1) Heaven On Earth (2) A Living Hell [CE Not Eligible] Neuropsychological Assessment for Non-Neuropsychologists (3 CEs) The Trust Ethics and Risk Management Roundtable (3 CEs) Important Notice Because this webinar is on-demand, once you are registered and have created a login account, you can view the webinar at any time in whatever time increments are most convenient. In order to download your CE certificate, receive CE credits, and become eligible for a discount on your Trust Sponsored Professional Liability Insurance policy premium, you must: Complete all six (ce-eligible) webinars, Pass the brief exams, and, Complete the brief evaluation forms. You are required to achieve a passing score of 75 percent or higher. You are allowed three attempts to successfully complete the exam. If you are unsuccessful on the third attempt, you must re-purchase the course to try again. Eligibility for Insurance Premium Discounts The combined 6 hours of CE earned from the 2023 National Practice Conference Bundle will make you eligible for a 15% savings on your Trust Sponsored Professional Liability Insurance premium for two consecutive renewal periods. To obtain CE discounts, download and submit CE certificates (totaling 6 hours and completed within the previous 15 months) with your insurance application/renewal. Discounts are not applicable to Researcher/Academician or Student policies. Group policies become eligible for CE discounts when at least 50% of individuals insured under the group policy submit CE certification totaling the number of credits needed for a particular percentage discount. All applications are individually underwritten and submission of CE certification will not guarantee insurance policy issuance or renewal. Continuing Education Credits The Trust is approved by the American Psychological Association to sponsor continuing education for psychologists. The Trust maintains responsibility for this program and its content. The Trust is recognized by the New York State Education Department’s State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0019. Continuing Education Grievance Policy The Trust is fully committed to conducting all activities in strict conformance with the American Psychological Association's Ethical Principles of Psychologists. The Trust will comply with all legal and ethical guidelines for non-discrimination in promotional activities, program content and in the treatment of CE participants. The Trust CE Director is responsible for complying with these standards. While the Trust strives to assure fair treatment for all participants and to anticipate problems before they occur, occasionally grievances may be filed. In cases where a participant files a written or oral grievance, the following actions are taken: If the grievance concerns the content of the workshop, webinar, book or the continuing education test, a Trust representative will mediate and will be the final arbitrator. If the participant requests action, the CE Director or a Trust representative will either provide a credit for a subsequent CE offering or provide a partial or full refund of the CE fee already paid. Actions involving a credit or a refund will require a written note documenting the grievance for record-keeping purposes. The aggrieved individual need not sign the note. If the grievance specifically concerns The Trust, the CE Director or Trust representative will attempt to arbitrate. Direct correspondence to: Continuing Education The Trust 111 Rockville Pike, Suite 700 Rockville, MD 20850 Phone: (800) 477-1200 Email: grievances@trustinsurance.com NOTE: This information is provided as a risk management resource and is not legal advice or an individualized personal consultation. At the time this resource was prepared, all information was as current and accurate as possible; however, regulations, laws, or prevailing professional practice standards may have changed since the posting or recording of this resource. Accordingly, it is your responsibility to confirm whether regulatory or legal issues that are relevant to you have since been updated and/or to consult with your professional advisors or legal counsel for timely guidance specific to your situation. As with all professional use of material, please explicitly cite The Trust Companies as the source if you reproduce or distribute any portion of these resources. Reproduction or distribution of this resource without the express written permission of The Trust Companies is strictly prohibited. Read more

This annual event brings together hundreds of psychologists from across the country for 2+ days packed with practice-oriented skill-building and risk management sessions. Now, you can get access to 5 sessions from the 2019 National Practice Conference and earn a total of 10.5 CE hours for only $250! Plus, Trust policyholders save $100 and pay $150! Courses Included in This Bundle Clinical Ethics and Risk Management: A Process Approach to Working Effectively with Suicidal Risk (3 CEs) Clinical Tools for Managing Sleep Disorders (1.5 CEs) Cognitive Behavior Therapy for Chronic Pain (1.5 CEs) Effective Terminations, Money Matters, and Patient Advocacy (3 CEs) Youth Bullying Prevention ​&​ Intervention: Research-Informed Strategies (1.5 CEs) Important Notice Because this webinar is on-demand, once you are registered and have created a login account, you can view the webinar at any time in whatever time increments are most convenient. In order to download your CE certificate, receive CE credits, and become eligible for a discount on your Trust Sponsored Professional Liability Insurance policy premium, you must: Complete all five webinars, Pass the brief exams, and, Complete the brief evaluation forms. You are required to achieve a passing score of 75 percent or higher. You are allowed three attempts to successfully complete the exam. If you are unsuccessful on the third attempt, you must re-purchase the course to try again. Eligibility for Insurance Premium Discounts The combined 6 hours of CE earned from the 2019 National Practice Conference Bundle will make you eligible for a 15% savings on your Trust Sponsored Professional Liability Insurance premium for two consecutive renewal periods. To obtain CE discounts, download and submit CE certificates (totaling 6 hours and completed within the previous 15 months) with your insurance application/renewal. Discounts are not applicable to Researcher/Academician or Student policies. Group policies become eligible for CE discounts when at least 50% of individuals insured under the group policy submit CE certification totaling the number of credits needed for a particular percentage discount. All applications are individually underwritten and submission of CE certification will not guarantee insurance policy issuance or renewal. Continuing Education Credits The Trust is approved by the American Psychological Association to sponsor continuing education for psychologists. The Trust maintains responsibility for this program and its content. The Trust is recognized by the New York State Education Department’s State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0019. Continuing Education Grievance Policy The Trust is fully committed to conducting all activities in strict conformance with the American Psychological Association's Ethical Principles of Psychologists. The Trust will comply with all legal and ethical guidelines for non-discrimination in promotional activities, program content and in the treatment of CE participants. The Trust CE Director is responsible for complying with these standards. While the Trust strives to assure fair treatment for all participants and to anticipate problems before they occur, occasionally grievances may be filed. In cases where a participant files a written or oral grievance, the following actions are taken: If the grievance concerns the content of the workshop, webinar, book or the continuing education test, a Trust representative will mediate and will be the final arbitrator. If the participant requests action, the CE Director or a Trust representative will either provide a credit for a subsequent CE offering or provide a partial or full refund of the CE fee already paid. Actions involving a credit or a refund will require a written note documenting the grievance for record-keeping purposes. The aggrieved individual need not sign the note. If the grievance specifically concerns The Trust, the CE Director or Trust representative will attempt to arbitrate. Direct correspondence to: Continuing Education The Trust 111 Rockville Pike, Suite 700 Rockville, MD 20850 Phone: (800) 477-1200 Email: grievances@trustinsurance.com NOTE: This information is provided as a risk management resource and is not legal advice or an individualized personal consultation. At the time this resource was prepared, all information was as current and accurate as possible; however, regulations, laws, or prevailing professional practice standards may have changed since the posting or recording of this resource. Accordingly, it is your responsibility to confirm whether regulatory or legal issues that are relevant to you have since been updated and/or to consult with your professional advisors or legal counsel for timely guidance specific to your situation. As with all professional use of material, please explicitly cite The Trust Companies as the source if you reproduce or distribute any portion of these resources. Reproduction or distribution of this resource without the express written permission of The Trust Companies is strictly prohibited. Read more

This annual event brings together hundreds of psychologists from across the country for 2+ days packed with practice-oriented skill-building and risk management sessions. Now you can get access to 9 sessions from the 2022 National Practice Conference and earn a total of 18.5 CE hours for only $400! Plus, Trust policyholders save $100 and pay $300! Courses Included in This Bundle Clinicians and the Court—Risk Management Tips for Clinical Psychologists (3 CEs) What You Need to Know About Assessing and Treating Anger in Your Practice (3 CEs) SAMHSA's Leadership Efforts to Mitigate COVID-19's Impact on Mental and Behavioral Health (1 CE) Compassion Fatigue Resilience: Awareness, Prevention & Intervention for Health Service Psychologists (1.5 CEs) Mitigating Risk in Transgender Health through Gender-Affirming and Competent Care (1.5 CEs) Practical, Evidence-Based Clinical Skills for Addressing Racial Stress with Black Adolescents (1.5 CEs) The Veteran Knows: The Veterans Healthcare Administration's (VHA's) Response to Mental Health Needs of Veterans and their Families (1 CE) Engaging Children and Teens Through Telepsychology (3 CEs) Empowered Relief: A Single-Session Pain Relief Skills Intervention for Acute and Chronic Pain (3 CEs) Important Notice Because this webinar is on-demand, once you are registered and have created a login account, you can view the webinar at any time in whatever time increments are most convenient. In order to download your CE certificate, receive CE credits, and become eligible for a discount on your Trust Sponsored Professional Liability Insurance policy premium, you must: Complete all nine webinars, Pass the brief exams, and, Complete the brief evaluation forms. You are required to achieve a passing score of 75 percent or higher. You are allowed three attempts to successfully complete the exam. If you are unsuccessful on the third attempt, you must re-purchase the course to try again. Eligibility for Insurance Premium Discounts The combined 6 hours of CE earned from the 2022 National Practice Conference Bundle will make you eligible for a 15% savings on your Trust Sponsored Professional Liability Insurance premium for two consecutive renewal periods. To obtain CE discounts, download and submit CE certificates (totaling 6 hours and completed within the previous 15 months) with your insurance application/renewal. Discounts are not applicable to Researcher/Academician or Student policies. Group policies become eligible for CE discounts when at least 50% of individuals insured under the group policy submit CE certification totaling the number of credits needed for a particular percentage discount. All applications are individually underwritten and submission of CE certification will not guarantee insurance policy issuance or renewal. Continuing Education Credits The Trust is approved by the American Psychological Association to sponsor continuing education for psychologists. The Trust maintains responsibility for this program and its content. The Trust is recognized by the New York State Education Department’s State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0019. Continuing Education Grievance Policy The Trust is fully committed to conducting all activities in strict conformance with the American Psychological Association's Ethical Principles of Psychologists. The Trust will comply with all legal and ethical guidelines for non-discrimination in promotional activities, program content and in the treatment of CE participants. The Trust CE Director is responsible for complying with these standards. While the Trust strives to assure fair treatment for all participants and to anticipate problems before they occur, occasionally grievances may be filed. In cases where a participant files a written or oral grievance, the following actions are taken: If the grievance concerns the content of the workshop, webinar, book or the continuing education test, a Trust representative will mediate and will be the final arbitrator. If the participant requests action, the CE Director or a Trust representative will either provide a credit for a subsequent CE offering or provide a partial or full refund of the CE fee already paid. Actions involving a credit or a refund will require a written note documenting the grievance for record-keeping purposes. The aggrieved individual need not sign the note. If the grievance specifically concerns The Trust, the CE Director or Trust representative will attempt to arbitrate. Direct correspondence to: Continuing Education The Trust 111 Rockville Pike, Suite 700 Rockville, MD 20850 Phone: (800) 477-1200 Email: grievances@trustinsurance.com NOTE: This information is provided as a risk management resource and is not legal advice or an individualized personal consultation. At the time this resource was prepared, all information was as current and accurate as possible; however, regulations, laws, or prevailing professional practice standards may have changed since the posting or recording of this resource. Accordingly, it is your responsibility to confirm whether regulatory or legal issues that are relevant to you have since been updated and/or to consult with your professional advisors or legal counsel for timely guidance specific to your situation. As with all professional use of material, please explicitly cite The Trust Companies as the source if you reproduce or distribute any portion of these resources. Reproduction or distribution of this resource without the express written permission of The Trust Companies is strictly prohibited. Read more

This annual event brings together hundreds of psychologists from across the country for 2+ days packed with practice-oriented skill-building and risk management sessions. Now you can get access to ALL 11 sessions from the 2021 National Practice Conference and earn a total of 26.5 CE hours for only $500! Plus, Trust policyholders save $100 and pay $400! Courses Included in This Bundle Ethical and Risk Management Issues in Remote Care: Practicing Telepsychology Safely and Competently (4 CEs) Cognitive-Behavioral Approaches to the Assessment and Treatment of Insomnia (4 CEs) Keynote - Social Determinants of Mental Health (1 CE) Clinical Considerations for Psychedelic-Assisted Therapy (1.5 CEs) Legal and Business Considerations for a Successful Practice (1.5 CEs) One Size Doesn’t Fit All: Working with the Complex Patient (1.5 CEs) Relapse and Recycling: The Function of Failure in Successful Behavior Change (3 CEs) The Trust Ethics and Risk Management Roundtable (3 CEs) Trauma and Abuse in the American Asylum-Seeking Process (3 CEs) Developmentally Appropriate Interventions for Children/Adolescents With Anxiety & Related Disorders (3 CEs) Keynote - Harnessing Trusted Influencers to Transform Care in Underserved Populations (1 CE) Important Notice Because this webinar is on-demand, once you are registered and have created a login account, you can view the webinar at any time in whatever time increments are most convenient. In order to download your CE certificate, receive CE credits, and become eligible for a discount on your Trust Sponsored Professional Liability Insurance policy premium, you must: Complete all six webinars, Pass the brief exams, and, Complete the brief evaluation forms. You are required to achieve a passing score of 75 percent or higher. You are allowed three attempts to successfully complete the exam. If you are unsuccessful on the third attempt, you must re-purchase the course to try again. Eligibility for Insurance Premium Discounts The combined 6 hours of CE earned from the 2021 National Practice Conference Bundle will make you eligible for a 15% savings on your Trust Sponsored Professional Liability Insurance premium for two consecutive renewal periods. To obtain CE discounts, download and submit CE certificates (totaling 6 hours and completed within the previous 15 months) with your insurance application/renewal. Discounts are not applicable to Researcher/Academician or Student policies. Group policies become eligible for CE discounts when at least 50% of individuals insured under the group policy submit CE certification totaling the number of credits needed for a particular percentage discount. All applications are individually underwritten and submission of CE certification will not guarantee insurance policy issuance or renewal. Continuing Education Credits The Trust is approved by the American Psychological Association to sponsor continuing education for psychologists. The Trust maintains responsibility for this program and its content. The Trust is recognized by the New York State Education Department’s State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0019. Continuing Education Grievance Policy The Trust is fully committed to conducting all activities in strict conformance with the American Psychological Association's Ethical Principles of Psychologists. The Trust will comply with all legal and ethical guidelines for non-discrimination in promotional activities, program content and in the treatment of CE participants. The Trust CE Director is responsible for complying with these standards. While the Trust strives to assure fair treatment for all participants and to anticipate problems before they occur, occasionally grievances may be filed. In cases where a participant files a written or oral grievance, the following actions are taken: If the grievance concerns the content of the workshop, webinar, book or the continuing education test, a Trust representative will mediate and will be the final arbitrator. If the participant requests action, the CE Director or a Trust representative will either provide a credit for a subsequent CE offering or provide a partial or full refund of the CE fee already paid. Actions involving a credit or a refund will require a written note documenting the grievance for record-keeping purposes. The aggrieved individual need not sign the note. If the grievance specifically concerns The Trust, the CE Director or Trust representative will attempt to arbitrate. Direct correspondence to: Continuing Education The Trust 111 Rockville Pike, Suite 700 Rockville, MD 20850 Phone: (800) 477-1200 Email: grievances@trustinsurance.com NOTE: This information is provided as a risk management resource and is not legal advice or an individualized personal consultation. At the time this resource was prepared, all information was as current and accurate as possible; however, regulations, laws, or prevailing professional practice standards may have changed since the posting or recording of this resource. Accordingly, it is your responsibility to confirm whether regulatory or legal issues that are relevant to you have since been updated and/or to consult with your professional advisors or legal counsel for timely guidance specific to your situation. As with all professional use of material, please explicitly cite The Trust Companies as the source if you reproduce or distribute any portion of these resources. Reproduction or distribution of this resource without the express written permission of The Trust Companies is strictly prohibited. Read more

We are excited to offer this never-before-seen package of six informative on-demand courses in our Summer CE Bundle! This on-demand content was originally presented by our knowledgeable Risk Management Consultants in Chicago on August 8-10, 2019, and covers a wide array of informative topics that are critical to running a successful practice. Plus, Trust policyholders save 50% and pay $60 – that’s only $10 per CE! As with all of our Continuing Education Programs, you'll earn CE for watching and passing a brief exam after each session. Each session earns 1 CE, and combining all six sessions will make you eligible for a 15% savings on your Trust Sponsored Professional Liability insurance premium for two renewal periods. Instructors: Leisl M. Bryant, Ph.D., ABPP; Eric A. Harris, Ed.D., J.D.; Julie Jacobs, Psy.D., J.D.; Joe Scroppo, Ph.D., J.D.; Daniel O. Taube, J.D., Ph.D.; Amanda D. Zelechoski, J.D., Ph.D., ABPP; Jeffrey N. Younggren, Ph.D., APBB [Note] these webinars were filmed in 2019 and may not reflect the most current information and laws regarding this topic. Learning Objectives Risk Management Roundtable Distinguish ethical, professional practice (clinical and moral issues), risk management, or legal concerns. Discuss, consult about, and review specific dilemmas that arise in clinical practice and share potential resolutions. Analyze three risk management and ethical situations that can arise in mental health practice. Starting a Private Practice Identify at least four practical concerns in starting a private practice. Identify two or more major ethical and regulatory/legal concerns in starting a private practice. Record Keeping in a Digital World Identify two risks and benefits of using digital record keeping systems. Describe two steps to take to mitigate risks in digital record keeping. Risks and Ethical Issues in Financing and Billing for Psychological Services Identify issues associated with billing for couple and family therapy services. Describe three aspects of the new CPT billing codes relevant to mental health practitioners. Basic Legal Issues Describe concise and accurate definitions of key legal terms, such as confidentiality/privilege; fact/expert witness; and related similar concepts. Articulate the basic steps to take when called to testify at a deposition or trial. Coaching and Its Role in the Practice of Psychology Explain the informed consent and confidentiality requirements of coaching. Identify how coaching complaints are likely to be handled by the psychology licensing board. Important Notice Because this webinar is on-demand, once you are registered and have created a login account, you can view the webinar at any time in whatever time increments are most convenient. In order to download your CE certificate, receive CE credits, and become eligible for a discount on your Trust Sponsored Professional Liability Insurance policy premium, you must: Complete all six webinars, Pass the brief exams, and, Complete the brief evaluation forms. You are required to achieve a passing score of 75 percent or higher. You are allowed three attempts to successfully complete the exam. If you are unsuccessful on the third attempt, you must re-purchase the course to try again. Eligibility for Insurance Premium Discounts The combined 6 hours of CE earned from the Summer CE Bundle will make you eligible for a 15% savings on your Trust Sponsored Professional Liability Insurance premium for two consecutive renewal periods. To obtain CE discounts, download and submit CE certificates (totaling 6 hours and completed within the previous 15 months) with your insurance application/renewal. Discounts are not applicable to Researcher/Academician or Student policies. Group policies become eligible for CE discounts when at least 50% of individuals insured under the group policy submit CE certification totaling the number of credits needed for a particular percentage discount. All applications are individually underwritten and submission of CE certification will not guarantee insurance policy issuance or renewal. Continuing Education Credits The Trust is approved by the American Psychological Association to sponsor continuing education for psychologists. The Trust maintains responsibility for this program and its content. The Trust is recognized by the New York State Education Department’s State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0019. Continuing Education Grievance Policy The Trust is fully committed to conducting all activities in strict conformance with the American Psychological Association's Ethical Principles of Psychologists. The Trust will comply with all legal and ethical guidelines for non-discrimination in promotional activities, program content and in the treatment of CE participants. The Trust CE Director is responsible for complying with these standards. While the Trust strives to assure fair treatment for all participants and to anticipate problems before they occur, occasionally grievances may be filed. In cases where a participant files a written or oral grievance, the following actions are taken: If the grievance concerns the content of the workshop, webinar, book or the continuing education test, a Trust representative will mediate and will be the final arbitrator. If the participant requests action, the CE Director or a Trust representative will either provide a credit for a subsequent CE offering or provide a partial or full refund of the CE fee already paid. Actions involving a credit or a refund will require a written note documenting the grievance for record-keeping purposes. The aggrieved individual need not sign the note. If the grievance specifically concerns The Trust, the CE Director or Trust representative will attempt to arbitrate. Direct correspondence to: Continuing Education The Trust 111 Rockville Pike, Suite 700 Rockville, MD 20850 Phone: (800) 477-1200 Email: grievances@trustinsurance.com NOTE: This information is provided as a risk management resource and is not legal advice or an individualized personal consultation. At the time this resource was prepared, all information was as current and accurate as possible; however, regulations, laws, or prevailing professional practice standards may have changed since the posting or recording of this resource. Accordingly, it is your responsibility to confirm whether regulatory or legal issues that are relevant to you have since been updated and/or to consult with your professional advisors or legal counsel for timely guidance specific to your situation. As with all professional use of material, please explicitly cite The Trust Companies as the source if you reproduce or distribute any portion of these resources. Reproduction or distribution of this resource without the express written permission of The Trust Companies is strictly prohibited. Read more

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