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

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

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 January 13, 2025, and may not reflect the most current information and laws regarding this topic. Learning Objectives Identify three factors that impact psychologist competence in telepsychology. Discuss key considerations for psychologists who wish to remain abreast of differences in interjurisdictional laws. Identify three practical considerations in marketing your telepsychology 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. 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: 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've bundled six of our popular on-demand webinars to bring you our PSYPACT Bundle! Any 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 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. 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

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 October 7, 2024, and may not reflect the most current information and laws regarding this topic. Learning Objectives Identify two features of the revised guidelines for telepsychology. Discuss key considerations for psychologists who offer psychopharmacological prescription. Identify three practical considerations in establishing a new telepsychology patient. 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: 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

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 15, 2024, and may not reflect the most current information and laws regarding this topic. Learning Objectives Differentiate between four organizations relevant to the professional practice of psychology. Discuss key considerations when introducing artificial intelligence (AI) into your clinical practice. Identify three ethical considerations when faced with an interjurisdictional patient welfare concern. 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: 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 workshop will address ethical, clinical, risk management and legal concerns psychologists encounter when engaging in remote psychological services. We will review professional and risk-related telepsychology challenges, guidelines, and strategies for developing sound approaches to such care. We will give a special focus on interjurisdictional service provision, both within and outside of psychology compact (PSYPACT) states. We will demonstrate clinical, ethical and risk-managed decision-making through the use of case examples. This workshop will be taught at an intermediate level. Presenters: Daniel O. Taube, J.D., Ph.D.; Joe Scroppo, Ph.D., J.D.; Julie Jacobs, Psy.D., J.D. [Note] This presentation was recorded at the 2023 National Practice Conference, co-hosted by the National Register. Learning Objectives Discuss four general risk management strategies applicable to telepsychology. Describe three potential challenges to interjurisdictional remote practice. Analyze clinical cases for appropriate ethical and risk management suitability for distance services. List three Security Rule requirements for the protection of data transmitted or maintained using remote care. 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. However, APA rules require that 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