Prepare for the Unexpected: The Practice & Ethics of Preparing Your Professional Will - 4.0 CE Credits
PRODUCED BY: Ethics and Standards Committee
DATE/TIME: Saturday August 24, 2024 8:00 AM - 12:30 PM
LOCATION: SDPA Office (United Way Conference Room)
4699 Murphy Canyon
San Diego, CA 92123
COST: $65
FOOD/BEVERAGES: Includes light refreshments at registration.
FACILITATORS:
Rochelle Perper, Ph.D., Committee Chair
Sandy Cullins, Ph.D.
Kelly Anderson, Ph.D.
Douglas Cullins, Esq.
PARTICIPATION: Only SDPA Members
PROGRAM AGENDA
WHAT IS A PROFESSIONAL WILL AND WHY DO I NEED ONE
by Rochelle Perper, Ph.D.
This course details the relevant clinical, ethical, and legal considerations for the provision of advanced planning for psychologists. This course will include information about how to identify a professional executor, guidelines for notifying clients and discussion about creating a succession plan for a private practice business entity in compliance with the regulations of the California Board of Psychology. Participants will be provided with the professional will (2004) packet that was originally prepared by the San Diego Psychological Association and later adopted by the California Psychological Association as the “gold standard” template for professional will development.
The aim of this course is to equip participants with the beginnings of a practical tool that can be later implemented into practice following completion of the course. The key ethical principles relevant to this course described in the Ethical Principles of Psychologists and Code of Conduct (2010 and 2016 Amendments) are:
- Principle A: Beneficence & Nonmalficence
- Standard 3.12: Interruption of Psychological Services
- Standard 10.09: Interruption of Therapy
- Standard 6.02 (c): Maintenance, Dissemination, and Disposal of Confidential Records of Professional and Scientific Work
Dr. Perper will Chair the overall workshop, and presenters as assigned sections of the presentation. *Please refer to Addendum: Presentation OUTLINE for more detailed information regarding how presenters will engage with each other throughout the course.
Disclaimer:
The materials provided in this presentation are for informational purposes only. They are not intended to provide legal advice and should not be used as a substitute for obtaining personal legal advice and consultation prior to making decisions regarding individual circumstances. Psychologists are advised to consult an experienced attorney to prepare a professional will.
Learning Objectives:
1.
Describe an example of when a professional will is needed
2.
List three (3) key ethical standards relevant to advanced planning in clinical practice
3.
Identify four (4) considerations when choosing a professional executor
4.
Summarize the role of a professional executor
Target audience: Licensed Psychologists, Psychology Graduate Students, Allied Mental Health Professionals
Conflicts of Interest: There are no conflicts of interest with any of the speakers.
BIOs:
Rochelle Perper, Ph.D. is a licensed clinical psychologist in California. She is the Founder and Principal Psychologist of Therapy Changes, a multispecialty group psychology practice in San Diego, California. She is an active member of the San Diego Psychological Association (SDPA) and Chair of the SDPA Ethics & Standards Committee. Dr. Perper is committed to assisting the professional growth of mental health professionals by providing professional training courses on a variety of topics including law and ethics since 2011. Recent professional presentations approved for CEU’s for psychologists provided by Dr. Perper are:
- September 2023: “Being Prepared for the Unexpected: Practice & Ethics of Preparing Your Professional Will” Bay Area Psychological Association San Diego, CA
- April 2023: “Being Prepared for the Unexpected: Practice and Ethics of Preparing Your Professional Will” San Diego Psychoanalytic Institute, San Diego, CA
- February 2021: “In Case of Emergency: Ethical Considerations for a Crisis-Proof Private Practice” Coastal Continuing Education San Diego, CA
Sandy Cullins, Ph.D. is a licensed clinical psychologist in California. She earned her doctorate degree in Clinical Psychology with a concentration in Health Psychology from the California School of Professional Psychology. She has a strong background in providing research supported treatments to adults in hospitals and outpatient settings and was recently awarded a fellowship with the Elizabeth Dole Foundation to advocate on behalf of military and veteran caregivers at the local and national level. Dr. Cullins is an active member of the San Diego Psychological Association (SDPA) and member of the SDPA Ethics & Standards Committee. She has presented professionally at the national level when she spoke before congressional members regarding the behavioral health needs for military service members, veterans, and their families. In her private practice, Dr. Cullins understands the importance of advanced planning and has created procedures unique to her clientele in the event of unexpected closure or termination of services. Her education, professional training and experience makes her a suitable co-presenter for this workshop.
Kelly Anderson, Ph.D. is a licensed clinical psychologist in California. She is the Founder of Wellness Therapy of San Diego, a multispecialty group practice. Dr. Anderson firmly believes in the importance of research in the field of psychology and the use of empirically supported interventions. Dr. Anderson provides clinical consultation and supervision to other licensed clinicians. She is experienced in providing professional training to community organizations including guest lecturer for the University of Southern California (USC). She is an active member of the San Diego Psychological Association (SDPA) and member of the Ethics & Standards Committee. She has previous training and personal experience with professional wills and the issues that arise when practitioners fail to have this in place. Her long history of successfully presenting at regional and national conferences as well as her experience with disseminating information through teaching at the graduate level make her uniquely qualified for presenting this workshop.
Douglas Cullins, Esq. is a is a licensed California attorney in good standing and an active member of the State Bar of California. He is a retired U.S. Marine officer and Purple Heart metal recipient. He graduated from the University of San Diego (USD) and is a member of the California Lawyers Association (CLA). Mr. Cullins is a founding partner of Pinney Cullins, LLP where he specializes in business law, trusts, and estates. His practice focuses on estate planning and business entity development. He has helped mental health providers and small business owners plan for and create options for the future. He is well versed in the laws of advanced planning in the state of California and the sensitive nature of the delivery of psychological services. He has extensive experience with professional presentations on a local and national level. He and his wife, Sandy Cullins, Ph.D., psychologist and co-presenter for this workshop are advocates for mental health for military personnel and their families.
Conflicts of Interest: As an APA-approved sponsor of continuing education, San Diego Psychological Association is committed to the identification and resolution of potential conflicts of interest in the planning, promotion, delivery, and evaluation of continuing education. Please review the conflict of interest guideline below.
APA Guidelines Regarding Potential Conflicts of Interest
Consistent with concepts outlined in the APA Ethical Principles of Psychologists and Code of Conduct, potential conflicts of interest occur when an individual assumes a professional role in the planning, promotion, delivery, or evaluation of continuing education where personal, professional, legal, financial, or other interests could reasonably be expected to impair his or her objectivity, competence, or effectiveness.
CE Grievance Procedure
SDPA is fully committed to conducting all activities in strict conformance with the APAs Ethical Principles of Psychologists. SDPA will comply with all legal and ethical responsibilities to be non-discriminatory in promotional activities, program content and in the treatment of program participants.
See CE Grievance Procedure.
Attendance Policy: CE Credit and Certificates will not be issued to those who arrive later than 10 minutes or leave early from any course scheduled time. This policy is strictly enforced to ensure compliance with APA Guidelines.
Cancellation Policy: No refund will be given to any registered individual who is a no-show to a course. Any individual canceling within 72 hours of a course will be refunded 50% of the course fee.
American Psychological Association
The San Diego Psychological Association (SDPA) is approved by the American Psychological Association (APA) to sponsor continuing education for psychologists. SDPA maintains responsibility for this program and its content.
LCSW, LFMT, LEP & LPCC
In California, APA approved CE’s are valid for licensed psychologists, licensed school psychologists, LCSW, LMFT, LEP & LPCC licensees. Though APA is a national organization, the out of state licensee should check with their state governing board to make sure that APA approved CE'’s are valid in their state for their license.
See SDPA Website Continuing Education Policies.
