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

Join Dr. Daniel O. Taube on Friday, May 29, 2026, for Sequence XII. This webinar will be live with the opportunity to earn 6 CEs, and you can take 15% off your Trust Sponsored Professional Liability policy premium (for two consecutive renewals at your next policy renewal). Webinar time: 10:00 am-5:00 pm ET CEs: 6 Workshop Description For over 20 years, The Trust has been the premier resource for psychologists seeking to elevate their risk management strategies through live workshops, webinars, and expert consultation. Drawing on insights from over 110,000 professional consultations, our consultants have curated this workshop to address the specific, high-stakes problems seasoned practitioners face today. This 12th installment in our series focuses on applied, strategic methods to keep you grounded in ethical practice while protecting your career from legal and disciplinary exposure. Moving beyond the basics, the session explores the complex dynamics of "challenging conversations" across a variety of professional contexts. Specific topics include handling the impaired or unethical colleague; addressing race and microaggressions; navigating record keeping and the Information Blocking Rule; and managing the nuances of mandated child abuse reporting. Additionally, the presentation will cover conflicts of interest in collateral versus conjoint services, reducing risk in cross-jurisdictional telepsychology, and safety protocols for responding to patients or clients who engage in stalking, threatening, or harassing behaviors. Learning Objectives Describe at least five basic principles of ethics and risk management, as applied to several specific clinical situations that frequently arise in professional practice. Identify three risk factors and warning signs of distress/impairment in ourselves and our colleagues, and list three primary interventions for managing professional distress/impairment, and delineate two factors to consider when preparing for a conversation with a potentially impaired colleague and for deciding the appropriateness of a formal or informal ethical resolution. Describe two methods for effectively engaging in challenging conversations regarding race and ethnicity with colleagues, supervisors/supervisees, and patients/clients. Define the Information Blocking Rule and explain two strategies for ethically managing risk related to this rule. Identify three types of immunity provisions that protect psychologists who make mandated child abuse reports; and list three steps psychologists can take to minimize their risk in these situations. Apply at least two risk management strategies for decreasing risks when involving collaterals in treatment and/or providing conjoint psychological services. List four broad categories of factors to consider when determining whether to provide cross-jurisdictional telepsychological services. Discuss four strategies for ethically and safely managing patients/clients who exhibit stalking, threatening, or harassing behaviors. Agenda  Full agenda forthcoming. The schedule will be listed in Eastern Time. Read more

For over two decades, The Trust has worked to educate and support psychologists in improving their risk management skills and strategies by providing live workshops, webinars, risk management consultations, and expanding resources. The 10th workshop in our Sequence series will continue to emphasize more applied, integrated, and strategic methods to help you protect yourself from adverse disciplinary and legal actions and stay grounded in ethical principles and practices. The Trust Risk Management Consultants have culled subject matter from some 130,000 consultations provided to date to focus this workshop on problems practitioners often encounter. Topics will include how decision science can inform clinical and ethical decision-making; interjurisdictional practice challenges and navigating the PSYPACT era; complexities in structuring and conducting supervision; managing technology and privacy concerns in practice; and handling subpoenas and depositions. The workshop is designed for an intermediate level. Instructor: Daniel Taube, J.D., Ph.D. [Note] This webinar was filmed on February 28, 2025, and may not reflect the most current information and laws regarding this topic. Learning Objectives Describe basic principles of risk management as applied to several specific clinical situations that frequently arise in professional practice. Identify core heuristics and biasing processes that can interfere with appropriate risk management and ethical decision-making. List three strategies to ameliorate decision-making challenges. Describe preliminary considerations prior to engaging in interjurisdictional practice. Evaluate potential issues and preventive responses to supervisory risks. Identify three methods for reducing privacy risks when using technology in clinical practice and responding appropriately to breaches if they occur. Name three strategies for handling subpoenas and deposition demands. 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: 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

Jeffrey N. Younggren, Ph.D., ABPP, will discuss the current high risk contexts for ethics complaints and malpractice liability. Participants will learn new tactics to reduce stress and prevent negative outcomes related to complicated ethical issues and concerns in their interactions with clients. Dr. Younggren will review the professional risks and limits that arise when treating therapists who interact with the legal system. He will also review mandated reporting, confidentiality, testimonial limits, and the danger of advocacy in the courtroom. In addition, Dr. Younggren will examine the complexity of child custody testimony and the clear differences that exist between forensic child custody evaluations and treatment based testimony. Finally, he will explore the world of healthcare record audits and how much information can be shared from the treatment record with outside agencies including insurance companies. Instructor: Jeffrey N. Younggren, Ph.D., ABPP [Note] This webinar was filmed on April 29, 2017, and may not reflect the most current information and laws regarding this topic. Learning Objectives Summarize the areas of high risk for professional psychology practice. Describe how to implement ethic and risk management strategies from a conceptual perspective. Recognize how state mandates impact professional conduct in order to maintain a client oriented approach when dealing with ethical dilemmas.     Explain how to place limits on your role when called upon to be part of a legal proceeding.     Discuss how to deal with healthcare record audits. 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: 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

For almost 25 years, The Trust has been providing continuing education workshops and individual consultations, with a focus on improving psychologists’ risk management skills and strategies. These workshops have evolved from basic concepts and strategies to a more applied, integrated, and strategic approach to help you protect yourself from adverse disciplinary and legal actions. For this newest workshop, The Trust Risk Management Program reviewed data from over 70,000 consultations provided to date in order to determine which issues and questions are most pressing for today’s psychologists. Topics will include boundaries and multiple relationships, challenging terminations, working with children in the midst of family conflict, coping with disciplinary complaints, and psychotherapy patient requests for legally related documentation. Instructors: Leisl Bryant, Ph.D., ABPP; 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 [Note] This webinar was filmed on August 8, 2018, and may not reflect the most current information and laws regarding this topic. Learning Objectives Describe basic principles of risk management, as applied to several specific clinical situations that frequently arise in professional practice; Identify high risk boundary violations and multiple relationship situations; Recall important considerations when making therapeutic termination decisions; Evaluate potential risks when working with children in high-conflict families; Formulate a plan for responding to disciplinary or legal complaints; and Identify issues and strategies when psychotherapy patients make quasi-forensic requests   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: 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

The times they are a changing. The continued dominance of managed care companies over third party reimbursement and the new uncertainty created by the Affordable Care Act in both the private and public sectors have increased the complexity of the legal and regulatory environment faced by psychologists. In this unpredictable environment, the need to avoid adverse disciplinary events remains an important priority and an active risk management strategy is still an essential element of professional practice. After a brief introduction describing The Trust’s Risk Management Philosophy and Strategy, this workshop will focus on three specific topic areas: working with couples and families, working with potentially suicidal clients, and the ethical and legal challenges of developing a professionally and personally appropriate retirement strategy. The workshop is applicable to psychologists working in all types of settings where health services are provided. Instructors: Dan Taube, J.D., Ph.D.; Eric Harris, Ed.D., J.D.; Joe Scroppo, Ph.D., J.D.; Amanda Zelechoski, J.D., Ph.D., AAPP [Note] This webinar was filmed in 2016 and may not reflect the most current information and laws regarding this topic. Learning Objectives Discuss The Trust Risk Management Philosophy, including strategies for identifying high risk situations and managing professional practice risks. Identify strategies for managing potential conflicts in conjoint treatment with couples and families. Identify risk management strategies in working with children with particular emphasis on the risks associated with divorced or divorcing families. Identify essential risk management strategies for assessing and managing outpatient suicide risk. Identify “post-vention” strategies for managing risk after a patient suicide. Identify “self care” strategies for psychologists who have suffered the loss of a patient to suicide. Describe the different professional retirement pathways. Identify the advantages and disadvantages of various strategies in planning for your own personal and professional retirement. Describe how to effectively and ethically close a professional 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: 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