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

Many psychologists feel overwhelmed and confused by the financial aspects of operating their practices, particularly around mental health billing, and it is important that all psychologists have a basic understanding of the process. This one-hour webinar will familiarize participants with common procedure codes and their associated time boundaries, the importance of informed consent and accurate billing practices, and strategies for providing clients with cost estimates. This webinar is suitable for psychologists in fee-for-service practices, in addition to those who bill directly to insurance companies for their services. Facilitator: Krystal Stanley, Ph.D. [Note] This webinar was filmed on November 20, 2025, and may not reflect the most current information and laws regarding this topic. Learning Objectives Identify which billing codes are appropriate for various types and lengths of services, including specifics for telehealth. Discuss best practices for communicating with clients about billing practices. Explain the importance of documentation around informed consent and continuity of care issues related to billing matters. 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 the entire webinar, Pass a brief exam, and, Complete a brief evaluation form. 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 You can combine 6 hours of CE from any of The Trust’s on-demand webinars, bundles, and Sequence Workshops to save 15% on your Trust Sponsored Professional Liability insurance premium for two consecutive renewal periods. You can combine 4 hours of CE from any other continuing education program authorized by APA to offer CE and save 5% on your Trust Sponsored Professional Liability insurance premium for one year. To obtain CE discounts, download and submit CE certificates (totaling 4 or 6 hours as explained above and completed within the previous 15 months) with your insurance application or policy 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: [email protected] 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

Starting a private practice is not complicated, but there are many important steps and strategies for ensuring that you are meeting basic legal and ethical requirements. This 1.5-hour webinar will outline the basic principles and their associated risk-management considerations when forming both individual and group private practices. Special considerations for groups will also be discussed. Facilitator: Krystal Stanley, Ph.D. [Note] This webinar was filmed on November 3, 2025, and may not reflect the most current information and laws regarding this topic. Learning Objectives Identify various forms of vicarious liability. Discuss the importance of documentation and record keeping. List 3 factors to consider when determining the cost of running a practice. Describe the different types of Liability Insurance. Explain the importance of accurate advertising. 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 the entire webinar, Pass a brief exam, and, Complete a brief evaluation form. 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 You can combine 6 hours of CE from any of The Trust’s on-demand webinars, bundles, and Sequence Workshops to save 15% on your Trust Sponsored Professional Liability insurance premium for two consecutive renewal periods. You can combine 4 hours of CE from any other continuing education program authorized by APA to offer CE and save 5% on your Trust Sponsored Professional Liability insurance premium for one year. To obtain CE discounts, download and submit CE certificates (totaling 4 or 6 hours as explained above and completed within the previous 15 months) with your insurance application or policy 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: [email protected] 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

Join expert facilitators Drs. Margo Adams Larsen and Sara Smucker Barnwell, for an engaging discussion on the evolving landscape of telehealth regulation and practice. This session will unpack upcoming Medicare and remote care changes, explore key clinical and technical decision-making considerations, and highlight strategies for maintaining excellence amid regulatory uncertainty. Using real-world examples, the presenters will examine mechanisms for risk-managed interjurisdictional practice, address international and cross-border issues, and discuss emerging applications of artificial intelligence in clinical care. This insightful webinar offers practical guidance to help clinicians stay informed, adaptable, and ethically grounded as telehealth continues to evolve. Facilitators: Margo Adams Larsen, Ph.D., and Sara Smucker Barnwell, Ph.D. [Note] This webinar was filmed on October 6, 2025, and may not reflect the most current information and laws regarding this topic. Learning Objectives Review upcoming regulatory changes for telehealth. Discuss themes related to international and other issues related to interjurisdictional practice. Discuss popular applications for AI currently in clinical practice. 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 the entire webinar, Pass a brief exam, and, Complete a brief evaluation form. 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 You can combine 6 hours of CE from any of The Trust’s on-demand webinars, bundles, and Sequence Workshops to save 15% on your Trust Sponsored Professional Liability insurance premium for two consecutive renewal periods. You can combine 4 hours of CE from any other continuing education program authorized by APA to offer CE and save 5% on your Trust Sponsored Professional Liability insurance premium for one year. To obtain CE discounts, download and submit CE certificates (totaling 4 or 6 hours as explained above and completed within the previous 15 months) with your insurance application or policy 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: [email protected] 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

Chronic pain presents unique challenges that require more than medical treatment alone. In this engaging webinar, Don McGeary, Ph.D., ABPP, explores the latest psychosocial assessment and treatment strategies for chronic pain conditions, from musculoskeletal and neuropathic pain to headaches and neuroplastic syndromes. Participants will learn how to conceptualize pain through different categories and phenotypes, the importance of interdisciplinary care, and how mindfulness practices—centered on openness, acceptance, and a non-judgmental stance—can enhance treatment outcomes. Dr. McGeary also examines best practices in psychological assessment and intervention, highlighting both their proven benefits and their limitations. Looking toward the future, he addresses gaps in current practice and considers how innovations such as AI, neuroimaging, and brain stimulation may transform pain management. This webinar offers clinicians, researchers, and students alike practical insights and forward-thinking perspectives on advancing care for individuals living with chronic pain. Facilitator: Don McGeary, Ph.D., ABPP [Note] This webinar was filmed on September 17, 2025, and may not reflect the most current information and laws regarding this topic. Learning Objectives Describe different chronic pain categories (e.g., musculoskeletal, neuropathic, headache, neuroplastic) and phenotypes (e.g., complex, episodic/continuous) and important domains for consideration in conceptualization. Discuss current best practices in psychological assessment and treatment for chronic pain conditions, including the evidence supporting their use and their limitations. Discuss gaps in existing practice, needs for improving chronic pain management in the future, and potential for emerging technologies (e.g., AI, innovations in neuroimaging and brain stimulation) to address these gaps. 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 the entire webinar, Pass a brief exam, and, Complete a brief evaluation form. 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 You can combine 6 hours of CE from any of The Trust’s on-demand webinars, bundles, and Sequence Workshops to save 15% on your Trust Sponsored Professional Liability insurance premium for two consecutive renewal periods. You can combine 4 hours of CE from any other continuing education program authorized by APA to offer CE and save 5% on your Trust Sponsored Professional Liability insurance premium for one year. To obtain CE discounts, download and submit CE certificates (totaling 4 or 6 hours as explained above and completed within the previous 15 months) with your insurance application or policy 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: [email protected] 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 on-demand roundtable brings together experienced clinicians and risk management experts to explore the complex challenges psychologists face in practice today. Through real-world scenarios, participants will examine how ethical, legal, and clinical considerations intersect, and how different choices can carry different risk management implications. The discussion emphasizes strategies for navigating situations where regulations or guidance may be unclear, highlighting the importance of sound judgment, flexibility, and an openness to multiple perspectives. Featuring: Leisl Bryant, Ph.D., ABPP; Jeffrey Younggren, Ph.D., ABPP; Joe Scroppo, Ph.D., J.D. [Note] This webinar was filmed on September 4, 2025, and may not reflect the most current information and laws regarding this topic. Learning Objectives Apply current APA Ethical Principles and Standards to real-life scenarios. Identify at least three risk management strategies. Describe specific dilemmas that are arising in professional practice and analyze the relevant legal, ethical, clinical, and risk management components. Identify key risk management considerations related to distinguishing clinical and forensic roles, risk management strategies with suicidal patients, and ethical considerations when encountering potentially impaired providers/colleagues. 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 the entire webinar, Pass a brief exam, and, Complete a brief evaluation form. 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 You can combine 6 hours of CE from any of The Trust’s on-demand webinars, bundles, and Sequence Workshops to save 15% on your Trust Sponsored Professional Liability insurance premium for two consecutive renewal periods. You can combine 4 hours of CE from any other continuing education program authorized by APA to offer CE and save 5% on your Trust Sponsored Professional Liability insurance premium for one year. To obtain CE discounts, download and submit CE certificates (totaling 4 or 6 hours as explained above and completed within the previous 15 months) with your insurance application or policy 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: [email protected] 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

Our Telehealth experts will guide participants through examples of common clinical and technical decision-making steps that relate to risk management implications of specific situations and choices, scrutinize options for solutions, and foster a tolerance for ambiguity inherent to our current context. We will also discuss professional practice strategies related to implementation for effective risk management and good patient care when regulations and requirements are unclear. Featuring: Margo Adams Larsen, Ph.D., and Sara Smucker Barnwell, Ph.D. [Note] This webinar was filmed on July 14, 2025, and may not reflect the most current information and laws regarding this topic. Learning Objectives Describe upcoming regulatory changes related to Medicare and remote care. Identify three mechanisms for risk managed interjurisdictional practice. Identify three best practices for psychologists concerned with managing risk in the changing regulatory landscape. 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 the entire webinar, Pass a brief exam, and, Complete a brief evaluation form. 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 You can combine 6 hours of CE from any of The Trust’s on-demand webinars, bundles, and Sequence Workshops to save 15% on your Trust Sponsored Professional Liability insurance premium for two consecutive renewal periods. You can combine 4 hours of CE from any other continuing education program authorized by APA to offer CE and save 5% on your Trust Sponsored Professional Liability insurance premium for one year. To obtain CE discounts, download and submit CE certificates (totaling 4 or 6 hours as explained above and completed within the previous 15 months) with your insurance application or policy 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. CE earned from our Telehealth Community Chats can be used to fulfill PSYPACT’s 3-hour CE requirement for their E. Passport renewal. Visit the official website of the Psychology Interjurisdictional Compact (PSYPACT) for more information at www.psypact.org. 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: [email protected] 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