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.

See below for webinar descriptions and learning objectives. 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.

Live Webinars

Roundtable #25 [Live] - Sept. 12, 2024 | 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; Marc Martinez, Ph.D., ABPP; Jeffrey Younggren, Ph.D., ABPP
1 Hour


Roundtable #26 [Live] - Dec. 5, 2024 | 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 Harris, Ed.D., J.D.; Daniel Taube, J.D., Ph.D.
1 Hour


On-Demand Webinars

Roundtable #24 [On-Demand - Coming Soon!]

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 #23 [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 Taube, J.D., Ph.D.
1 Hour


PSYPACT Roundtable Part 2 [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.; Marc Martinez, Ph.D., ABPP
1 Hour


PSYPACT Roundtable Part 1 [On-Demand]

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

Leisl Bryant, Ph.D., ABPP; Janet Pippin Orwig, MBA, CAE
1 Hour


Roundtable #22 [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.; Marc Martinez, Ph.D., ABPP
1 Hour


Roundtable #21 [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


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. Identity at least 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 responding to subpoenas and requests for test materials, as well as risk management considerations in Ketamine-Assisted Psychotherapy and impacts of the Public Health Emergency expiration on clinical practice.

Objectives - Roundtable #22

  1. Apply current APA Ethical Principles and Standards to real-life scenarios.
  2. Identity at least 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 PSYPACT, confidentiality between teenagers and parents, records release, and being pulled into a patient’s divorce or custody proceeding.

Objectives - PSYPACT Roundtable Part 1

In the first part of this series, Dr. Bryant will be joined by Janet Orwig, Executive Director of the PSYPACT Commission. The presentation and discussion will focus on clarifying and understanding key aspects of the compact, how it functions, and the legal and ethical obligations of psychologists who practice under it. The two components of PSYPACT that allow for interjurisdictional psychology practice (APIT and TAP) and their corresponding certificates (E.Passport and IPC) will be defined and differentiated from one another. Additional key terms and psychologists’ obligations under the compact will be delineated and explained, including: definition and requirements of “home state” when practicing under the E.Passport; whether and how practicing under PSYPACT impacts practice in non-compact states; how licensing board complaints are handled in the compact; whether supervisees can practice under their supervisor’s certificates; which distant and receiving state laws and regulations psychologists are obligated to know and follow; as well as issues related to appropriate informed consent when working in different states. This part of the series aims to provide clear information about the compact and how it works and to clarify ambiguities about certain aspects of practice under the compact.

  1. Define and differentiate the two components of PSYPACT that allow for interjurisdictional psychology practice (APIT and TAP), as well as their corresponding certificates (E.Passport and IPC).
  2. Describe the definition of "home state" and analyze how the "home state" requirement under PSYPACT impacts practice.
  3. Describe how licensing board complaints are handled under the compact.
  4. Identify which distant and receiving state laws and regulations psychologists are obligated to know and follow when practicing under the compact.

Objectives - PSYPACT Roundtable Part 2

In the second part of the PSYPACT series, Dr. Bryant will be joined by two of her fellow risk managers, Drs. Scroppo and Martinez, to more specifically address risk management considerations specific to interjurisdictional practice under PSYPACT. Participants are encouraged to raise their own questions and concerns for discussion. 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. 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.

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

Risk Management Advice Regarding Practice Under PSYPACT | PSYPACT FAQ


Objectives - Roundtable #23

Starting topics to be covered:

  • Patients with moderate-to-high level suicidal ideation.
  • Responding to surviving family members in the aftermath of patient death by suicide.
  • Clinician self-care.
  • Documentation.

Learning Objectives:

  1. Apply current APA Ethical Principles and Standards to real-life scenarios.
  2. Identify at least 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: reducing risk when working with patients/clients with moderate-to-high level suicidal ideation; how to respond to surviving family members when a patient/client dies by suicide; documentation of clinical services, and prioritization of clinician self-care.

Objectives - Roundtable #24

Starting topics to be covered:

  • Ethics and risk management considerations in conjoint/couples therapy.
  • Clinical work with minors.
  • Confidentiality issues between adolescents/parents.

Learning Objectives:

  1. Apply current APA Ethical Principles and Standards to real-life scenarios.
  2. Identity at least 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: conjoint/couples therapy, working with minors, and confidentiality with adolescents/parents.

Objectives - Roundtable #25

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

Objectives - Roundtable #26

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

Premium Discounts

You'll earn 1 CE from each of the Risk Management Roundtables (live or on-demand). This credit can be combined with 5 other CE credits from any of our other live or on-demand Virtual Webinar Series to save 15% on your Trust Sponsored Professional Liability insurance policy for two consecutive renewal periods. Please remember to submit your CE certificates when you renew your policy.