Risk Management Roundtables


On-Demand Webinars (Non-Sequence) – The Trust

Risk Management Roundtables are available free of charge as a live and on-demand webinar. They are created specifically to meet the needs of psychologists and mental health clinicians, and consist of several Trust Risk Management Consultants discussing and advising about ethical and risk management issues.

In these Roundtables, participants are encouraged to raise their own questions and concerns for discussion. Discussion and exploration of various risk management and ethical dilemmas will occur, with a focus on helping participants tease out the clinical, legal, ethical, and risk management factors as we all work to meet the best interests of our clients in this difficult time.

Each part is free to all Trust policyholders and CE will be issued for participating and passing a brief exam. Trust policyholders can combine 6 or more credit hours earned from each live or on-demand event in our Virtual Webinar Series and save 15% on their Trust Sponsored Professional Liability insurance policy for two consecutive renewal periods. Please submit your CE certificates when you renew your policy.

Descriptions and learning objectives are listed below. Both live and on-demand versions offer 1 CE. Please click on the live event date and time to register. Each live event must be registered for separately. To view the on-demand version, simply click on the Roundtable number below. Please note: Roundtables 1-9 are now only available through our Telepsychology Competencies Credential (TCC). You can go here for details on how to get your TCC.

Live Webinars

Roundtable #21 [Live] - June 8, 2023 | 5-6pm ET

1 CE Credit | Combine 6 CEs to Save 15% on Your Trust Sponsored Professional Liability Insurance Premium

Leisl Bryant, Ph.D., ABPP; Julie Jacobs, Psy.D., J.D.; Marc Martinez, Ph.D., ABPP
1 Hour


Roundtable #22 [Live] - Sept. 7, 2023 | 5-6pm ET

1 CE Credit | Combine 6 CEs to Save 15% on Your Trust Sponsored Professional Liability Insurance Premium

Leisl Bryant, Ph.D., ABPP; Eric A. Harris, Ed.D., J.D.; Marc Martinez, Ph.D., ABPP
1 Hour


Roundtable #23 [Live] - Nov. 30, 2023 | 5-6pm ET

1 CE Credit | Combine 6 CEs to Save 15% on Your Trust Sponsored Professional Liability Insurance Premium

Leisl Bryant, Ph.D., ABPP; Joe Scroppo, Ph.D., J.D.; Daniel O. Taube, J.D., Ph.D.
1 Hour


On-Demand Webinars

Roundtable #20 [On-Demand]

1 CE Credit | Combine 6 CEs to Save 15% on Your Trust Sponsored Professional Liability Insurance Premium

Leisl Bryant, Ph.D., ABPP; Julie Jacobs, Psy.D., J.D.; Daniel O. Taube, J.D., Ph.D.
1 Hour


Roundtable #19 [On-Demand]

1 CE Credit | Combine 6 CEs to Save 15% on Your Trust Sponsored Professional Liability Insurance Premium

Leisl Bryant, Ph.D., ABPP; Jeffrey Younggren, Ph.D., ABPP; Marc Martinez, Ph.D., ABPP
1 Hour


Roundtable #18 [On-Demand]

1 CE Credit | Combine 6 CEs to Save 15% on Your Trust Sponsored Professional Liability Insurance Premium

Leisl Bryant, Ph.D., ABPP; Joe Scroppo, Ph.D., J.D.; Julie Jacobs, Psy.D., J.D.
1 Hour


Roundtable #17 [On-Demand]

1 CE Credit | Combine 6 CEs to Save 15% on Your Trust Sponsored Professional Liability Insurance Premium

Leisl Bryant, Ph.D., ABPP; Eric A. Harris, Ed.D., J.D.; Jeffrey N. Younggren, Ph.D., ABPP
1 Hour


Forensic Tips for the Practicing Psychologist Roundtable [On-Demand]

1 CE Credit | Combine 6 CEs to Save 15% on Your Trust Sponsored Professional Liability Insurance Premium

Leisl Bryant, Ph.D., ABPP; David Shapiro, Ph.D., ABPP; Jeffrey N. Younggren, Ph.D., ABPP
1 Hour


Roundtable #16 [On-Demand]

1 CE Credit | Combine 6 CEs to Save 15% on Your Trust Sponsored Professional Liability Insurance Premium

Leisl Bryant, Ph.D., ABPP; Julie Jacobs, Psy.D., J.D.; Marc Martinez, Ph.D., ABPP
1 Hour


No Surprises Act Roundtable [On-Demand]

1 CE Credit | Combine 6 CEs to Save 15% on Your Trust Sponsored Professional Liability Insurance Premium

Leisl Bryant, Ph.D., ABPP; Joe Scroppo, Ph.D., J.D.; Daniel O. Taube, J.D., Ph.D.
1 Hour


Roundtable #15 [On-Demand]

1 CE Credit | Combine 6 CEs to Save 15% on Your Trust Sponsored Professional Liability Insurance Premium

Leisl Bryant, Ph.D., ABPP; Joe Scroppo, Ph.D., J.D.; Jeffrey N. Younggren, Ph.D., ABPP
1 Hour


Roundtable #14 [On-Demand]

1 CE Credit | Combine 6 CEs to Save 15% on Your Trust Sponsored Professional Liability Insurance Premium

Daniel O. Taube, J.D., Ph.D.; Eric A. Harris, Ed.D., J.D.; Leisl Bryant, Ph.D., ABPP
1 Hour


Roundtable #13 [On-Demand]

1 CE Credit | Combine 6 CEs to Save 15% on Your Trust Sponsored Professional Liability Insurance Premium

Daniel O. Taube, J.D., Ph.D.; Julie Jacobs, Psy.D., J.D.; Leisl Bryant, Ph.D., ABPP
1 Hour


Roundtable #12 [On-Demand]

CE Credit: 1 | Combine 6 CEs to Save 15% on Your Trust Sponsored Professional Liability Insurance Premium

Eric A. Harris, Ed.D., J.D.; Jeffrey N. Younggren, Ph.D., ABPP; Leisl Bryant, Ph.D., ABPP
1 Hour


Roundtable #11 [On-demand]

CE Credit: 1 | Combine 6 CEs to Save 15% on Your Trust Sponsored Professional Liability Insurance Premium

Leisl Bryant, Ph.D., ABPP; Joe Scroppo, Ph.D., J.D.; Julie Jacobs, Psy.D., J.D.
1 Hour


Roundtable #10 [On-demand]

CE Credit: 1 | Combine 6 CEs to Save 15% on Your Trust Sponsored Professional Liability Insurance Premium

Daniel O. Taube, J.D., Ph.D.; Eric A. Harris, Ed.D., J.D.; Leisl Bryant, Ph.D., ABPP
1 Hour


Description & Learning Objectives

Together, participants will work to see the risk management implications of specific situations and choices, scrutinize options for resolution, and foster a tolerance for ambiguity and the understanding that there may be no single ideal solution to each challenge. We will also discuss strategies for effective risk management and good patient care when regulations and requirements are unclear.

Objectives - Roundtable #10:

  1. Apply current APA Ethical Principles and Standards to real-life scenarios.
  2. Identity three risk management strategies.
  3. Participants will describe specific dilemmas that are arising in professional practice and analyze the relevant legal, ethical, clinical, and risk management components.
  4. Identify key risk management considerations related to the provision of teletherapy services to someone in another country and the handling requests for depositions.

Objectives - Roundtable #11:

  1. Apply current APA Ethical Principles and Standards to real-life scenarios.
  2. Identity three risk management strategies.
  3. Describe specific dilemmas that are arising in professional practice and analyze the relevant legal, ethical, clinical, and risk management components. 
  4. Identify key risk management considerations related to transitioning to a home-based teletherapy only practice and to responding to client or third-party requests for letters written by the clinician.  

Objectives - Roundtable #12

  1. Apply current APA Ethical Principles and Standards to real-life scenarios.
  2. Distinguish between ethical, professional practice (clinical and moral issues), risk management, or legal concerns.
  3. Discuss, consult and review specific dilemmas that are arising in clinical practice as the result of the national emergency and share potential resolutions.
  4. Identify key risk management considerations related to informed consent, managing negative online reviews, and charging for records requests.

Objectives - Roundtable #13

  1. Apply current APA Ethical Principles and Standards to real-life scenarios.
  2. Identity three risk management strategies.
  3. Describe specific dilemmas that are arising in professional practice and analyze the relevant legal, ethical, clinical, and risk management components. 
  4. Identify key risk management considerations related to the Open Notes Rule, changes in practice related to COVID-19 vaccinations, and updates on telehealth regulations/restrictions during the pandemic.  

Objectives - Roundtable #14

  1. Apply current APA Ethical Principles and Standards to real-life scenarios.
  2. Identity three risk management strategies.
  3. Describe specific dilemmas that are arising in professional practice and analyze the relevant legal, ethical, clinical, and risk management components.
  4. Identify key risk management considerations related to COVID 19 vaccination issues related to returning to in-person services, teletherapy across state lines, termination/transfer of care with high-risk clients who move out-of-state, and privacy considerations with minors.

Objectives - Roundtable #15

  1. Apply current APA Ethical Principles and Standards to real-life scenarios.
  2. Distinguish between ethical, professional practice (clinical and moral issues), risk management, or legal concerns.
  3. Discuss, consult and review specific dilemmas that are arising in clinical practice as the result of the national emergency and share potential resolutions.
  4. Gain an increased awareness of the risk management and ethical situations emerging in mental health practice at this time.

Objectives - Roundtable #16

  1. Apply current APA Ethical Principles and Standards to real-life scenarios.
  2. Identity three risk management strategies.
  3. Describe specific dilemmas that are arising in professional practice and analyze the relevant legal, ethical, clinical, and risk management components.
  4. Identify key risk management considerations related to the assessment and management of suicidal patients, as well as upcoming changes in Medicare requirements for telehealth.

Refrences Download


Objectives - No Surprises Act Roundtable

  1. Apply current APA Ethical Principles and Standards to real-life scenarios.
  2. Distinguish between ethical, professional practice (clinical and moral issues), risk management, or legal concerns.
  3. Discuss, consult, and review specific dilemmas that are arising from the NSA and share potential resolutions.
  4. Gain an increased awareness of the risk management and ethical situations emerging in mental health practice at this time.

Objectives - Forensic Tips for the Practicing Psychologist Roundtable

  1. Apply current APA Ethical Principles and Standards to real-life scenarios.
  2. Distinguish between ethical, professional practice (clinical and moral issues), risk management, or legal concerns.
  3. Discuss, consult, and review specific dilemmas that arise at the intersection of clinical work and legal involvement, and will share potential resolutions.
  4. Gain an increased awareness of the risk management and ethical situations emerging in mental health practice at this time.

Objectives - Roundtable #17

  1. Apply current APA Ethical Principles and Standards to real-life scenarios.
  2. Identity three risk management strategies.
  3. Describe specific dilemmas that are arising in professional practice and analyze the relevant legal, ethical, clinical, and risk management components.
  4. Identify key risk management considerations related to interjurisdictional telehealth practice.

Objectives - Roundtable #18

  1. Apply current APA Ethical Principles and Standards to real-life scenarios.
  2. Identity three risk management strategies.
  3. Describe specific dilemmas that are arising in professional practice and analyze the relevant legal, ethical, clinical, and risk management components.
  4. Identify key risk management considerations related to the current status of COVID protocols for in-person services, guidance regarding the recent Dobbs decision, management of records release, and risk management strategies when patients/clients are involved in litigation.

Objectives - Roundtable #19

  1. Apply current APA Ethical Principles and Standards to real-life scenarios.
  2. Identity three risk management strategies.
  3. Describe specific dilemmas that are arising in professional practice and analyze the relevant legal, ethical, clinical, and risk management components.
  4. Identify key risk management considerations related to a) the use and misuse of email and texting in clinical practice, b) the surreptitious recording of sessions or evaluations by patients/clients, and c) harassment and physical threats by patients/clients.

Objectives - Roundtable #20

  1. Apply current APA Ethical Principles and Standards to real-life scenarios.
  2. Identity three risk management strategies.
  3. Describe specific dilemmas that are arising in professional practice and analyze the relevant legal, ethical, clinical, and risk management components.
  4. Identify key risk management considerations related to retirement, professional wills, and effective strategies for managing the risks associated with supervision.

Objectives - Roundtable #21

  1. Apply current APA Ethical Principles and Standards to real-life scenarios.
  2. TBD
  3. TBD
  4. TBD

Objectives - Roundtable #22

  1. Apply current APA Ethical Principles and Standards to real-life scenarios.
  2. TBD
  3. TBD
  4. TBD

Objectives - Roundtable #23

  1. Apply current APA Ethical Principles and Standards to real-life scenarios.
  2. TBD
  3. TBD
  4. TBD