Summit Path 1: Sequence XVI: Risk, Relationship, and Responsibility: Ethics and Risk Management in the Web of Modern Practice (08/01/2026)

Sat, 01 Aug 2026 14:00:00 GMT

SPECIAL PROMOTION: Psychologists who register for the Trust event AND bring a Billing Professional to the Aug 1 Summit, will receive the recording of the Billing Intensive event at no additional cost. So you can attend the Trust and get your Ethics hours, then watch the Billing event later with your Billing professional to review their learnings! A potential $150 value!

Sequence XVI: Risk, Relationship, and Responsibility: Ethics and Risk Management in the Web of Modern Practice

Sequence XVI: Risk, Relationship, and Responsibility: Ethics and Risk Management in the Web of Modern Practice is sponsored by The Trust. 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.

Daniel O. Taube, JD, PsyD
6 Ethics Continuing Education Credits

Psychological practice today unfolds within an increasingly complex and interconnected landscape—one that places unprecedented demands on both new and experienced clinicians. Expanding scopes of practice, rapidly evolving technologies, interjurisdictional care, and continued ethical and regulatory scrutiny have fundamentally reshaped what it means to practice responsibly. The challenge goes beyond understanding ethical principles to applying them skillfully, compassionately, and coherently across overlapping roles, systems, and expectations where decisions in one area often ripple outward into others. This workshop offers an integrated, systems-informed framework for navigating complexity with clarity and confidence, supporting thoughtful, care-driven decision-making that protects clients, preserves trust, and sustains clinicians over time.

Three interconnected dimensions of contemporary practice will be explored. Participants will examine the relational foundations of ethical work, including informed consent as an ongoing process and the management of multiple relationships and boundary complexities that arise when professional roles and contexts intersect. The focus then turns to the digital and interjurisdictional landscape, addressing ethical responsibilities related to artificial intelligence (AI), digital privacy, and practicing across regions and regulatory contexts— where actions in one setting can have implications far beyond it.

The workshop concludes with the legal and regulatory dimensions of modern practice, including documentation, multi-state practice considerations, and responding skillfully to licensing board complaints as professional reach and responsibility expand.

Throughout, the emphasis is on helping clinicians make integrated, ethical, and defensible decisions in a complex environment without becoming reactive, overly cautious, or disconnected from care. Participants will leave with practical strategies, renewed clarity, and a steadier sense of how to strengthen their professional structures and practice ethically, responsibly, and sustainably within today’s evolving landscape.

Objectives

Describe basic principles of ethics and risk management, as applied to several specific clinical situations that arise in professional practice.
List at least three areas of the ethics code relevant to expanding one’s psychological practice into new directions.
Describe potential risks psychologists face when growing their business in new areas.
Summarize at least three risk management strategies that can assist in mitigating risk.
Explain the current state of legality regarding this model of treatment; identify areas of unique risk when practicing PAT; and delineate at least five specific strategies for ethically managing those risks.
Define psychedelic assisted therapy (PAT).
Differentiate between legal and illegal interjurisdictional telepsychology (IJTP) practice and explain multiple avenues for legal practice.
Define three benefits and three risks of using artificial intelligence in psychological practice.
Identify three aspects of HIPAA that apply to privacy and security in emerging technology.
Summarize four steps in preparing for transitions in professional practice, and three action steps when these changes occur.
Delineate at least four risk management strategies for IJTP, both within and outside of PSYPACT, including the management of patients in crisis across jurisdictions.

*This course will not fulfill requirements of all jurisdictions. It is important that potential participants review their respective state licensing board requirements prior to registering for this workshop.

Eligibility for Insurance Premium Discounts

Workshop completion earns 6 CE credits and eligibility to receive a 15% premium discount on your Trust Sponsored Professional Liability Insurance for your next 2 consecutive policy periods. To obtain CE discounts, submit CE certification from an organization approved by APA to offer CE credit (must have been completed within the previous 15 months) with the insurance application. Discounts cannot be combined and are not applicable to Researcher/Academician or Student policies. Group policies become eligible for the CE discount when at least 50% of those insured under the group policy submit CE certification. All applications are individually underwritten and submission of CE certification will not guarantee insurance policy issuance or 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

Summit Path 2: Oklahoma Psych Billing Summer Intensive (08/01/2026)

Sat, 01 Aug 2026 14:00:00 GMT

This intensive is designed for psychologists, billers, coders, and practice administrators seeking practical, real-world guidance on navigating Oklahoma’s rapidly evolving behavioral health billing landscape. Through a combination of payer-led education, local expert insight, and collaborative problem-solving, participants will gain actionable strategies to improve authorizations, reduce denials, strengthen documentation, and streamline neuropsychological and autism-related billing workflows.

The session begins with the launch of the B&ON Network, a statewide “knowledge collective” designed to connect Oklahoma billing professionals in real time through organized payer-specific discussion channels and peer support. Participants will then hear directly from Managed Care Organization (MCO) representatives on what constitutes a successful authorization packet, including required documentation, medical necessity standards, autism and neurodevelopmental testing expectations, and common reasons requests are delayed or denied.

Additional training will focus on one of the most challenging areas in behavioral health billing: coding conflicts and bundling edits. Attendees will receive clear guidance on distinctions between evaluation versus administration/scoring codes, appropriate modifier use, same-day billing rules, and strategies to avoid common NCCI denial triggers. A local subject matter expert will also provide advanced billing insights for 2026, including telehealth modifier logic, compliant time tracking, Place of Service coding, and audit-ready documentation practices.

The program concludes with an interactive roundtable discussion where attendees can bring real-world denial examples, compare successful appeal language, and collaborate on solutions to persistent payer challenges. Participants will also receive practical “survival kit” handouts, including a payer authorization checklist and a 2026 modifier quick-reference guide.

Webinar: The Science and Practice of Effective Clinical Suicidology (09/18/2026)

Fri, 18 Sep 2026 16:00:00 GMT

SAVE THE DATE! More information coming soon!

Oklahoma Psychological Association upcoming events

Summit Path 1: Sequence XVI: Risk, Relationship, and Responsibility: Ethics and Risk Management in the Web of Modern Practice (08/01/2026)

Summit Path 2: Oklahoma Psych Billing Summer Intensive (08/01/2026)

Webinar: The Science and Practice of Effective Clinical Suicidology (09/18/2026)