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Hot Topics in Ethics and Risk Management In Psychological Practice (Sequence V)
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Meet your CA Ethics and Law CE requirements and receive a 15% discount on your liability insurance premium with The Trust.

When: 11/15/2014
9:00 AM until 4:00 PM
Where: Oakland, CA
One Hegenberger Road
Oakland, California  94621
United States
Presenter: Daniel O. Taube, JD, PhD
Contact: 916 286-7979

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Hot Topics in Ethics and Risk Management In Psychological Practice
(Sequence V)

Presented by:
Daniel O. Taube, JD, PhD

November 15th, 2014
Sponsored by the California Psychological Association, The Trust, and the Alameda Psychological Association
(6 CE Credits)

Hilton Oakland Airport
One Hegenberger Road
Oakland, CA 94621

Registration open at 8:00am  |  Workshop from 9:00 am to 4:00pm
Lunch Break 12:00pm to 1:00pm
Continental breakfast, coffee and an afternoon snack will be provided 

On-line registration is closed

NOTE:  This event will sell-out.   Very limited (20 seats) on-site registration
Registration Optionsonsite
Dual CPA and Chapter member$195
CPA Member or Chapter member$210
Non-Member of CPA or Chapter$260
Student Member$ 50
Student Non Member$ 75

Presented by Daniel O. Taube, JD, PhD

Since 1994, The Trust has partnered with state psychological associations and other groups of practicing psychologists to offer continuing education workshops. The goal of these workshops has been to increase the risk management skills and strategies employed by professional psychologists in their practices in order to protect them from adverse disciplinary actions which can be extremely stressful and have a substantial impact on a career. Over time, as thousands of psychologists have attended these presentations, the workshops have moved from basic concepts and strategies towards a more applied, integrated and strategic approach as described in the book, Assessing and Managing Risk in Psychological Practice: An Individualized Approach, 2nd Edition.

Over the last ten years, the number of malpractice actions and board investigations has remained relatively static, but the risk environment has evolved. Licensing board complaints remain the major and most frequent disciplinary risk for psychologists, although managed care/third party payer consequences have been greatly reduced by internal quality assurance guidelines that require review by internal mental health professionals prior to sanctions and/or disenrollment. An explosion in the use of technology has also presented a number of new challenges and risks to clinical practice by enabling disgruntled clients to post their dissatisfaction on a wide variety of media sites that cannot be addressed without incurring a number of legal and ethical risks. In addition to the workshops, The Trust Risk Management Program has provided more than 44,000 consultations to Trust insureds over its 18-year history. This new workshop, “Hot Topics in Ethics and Risk Management in Psychological Practice,” will focus on specific areas of professional conduct that have consistently surfaced during these consultations. After an introductory review of The Trust recommended risk management philosophy and strategies, the workshop will review a number of topic areas and include the presentation of a variety of vignettes related to each topic. This design is intended to combine discussion of specific case examples with advice from the presenters, highlighting an ethics/risk management approach to resolving problems raised in each topic area. Audience participation will be maximized, and the workshop vignettes will be available for download on The Trust website (

Topic areas covered during this workshop will include multiple roles and relationships, record keeping, patient suicide, limit setting and impasse resolution with clients, new challenges when working in settings where psychologists occupy multiple roles, conduct and conflict when operating in a legal arena, dealing with contentious child custody disputes, and how to reduce risk in the digital age.

About the Presenter - Daniel O. Taube, JD, PhD
Dr. Taube comes to The Trust with ample credentials and experience. He has consulted for many years with a range of practitioners and community agencies regarding standards of practice and ethical concerns. A licensed psychologist with extensive legal training based in San Francisco, he is a Full Professor at the California School of Professional Psychology, San Francisco, at Alliant International University. In addition to his teaching and research interests, Dr. Taube has been in private practice for 23 years, has served on the APA Ethics Appeals Panel for the past 20 years, and has taught graduate and professional level courses on ethical and legal issues in professional practice for 25 years. We are delighted to have him join our team of risk management professionals.

This course offers 6 CE credits and fulfills the Board of Psychology’s Law and Ethics Requirement.


After attending this workshop, participants will be able to:
  • Learn the basic principles of a risk management strategy.
  • Learn an approach to identifying and resolving complex, high risk dilemmas that frequently arise in professional practice, including:
    • the elements of risk managed self care recommended to
    • deal safely with a patient suicide;
    • addressing the role of the psychologist in child custody disputes;
    • role conflicts that occur when combining forensic and clinical practice; and
    • legal and risk managed responses to requests for records in various situations, including legal system requests, parent requests and client requests.
  • Learn to deal with challenges presented by online reviews and other challenges presented by the “online world.”
  • Learn to manage difficult, high risk patients in a developing impasse.
  • Learn to manage the uncooperative client.
  • Learn how to evaluate and manage multiple relationships:
    • in college counseling centers,
    • between therapeutic and forensic roles,
    • between parents and minor children, and
    • between institutional and ethical demands.

    Psychologists insured through the Trust-sponsored Professional Liability Program receive a 15% premium discount on professional liability insurance for the next two years for attending the workshop. For group practices, 50% or more of the group must attend for the discount to apply. (Discount is not applicable for student and researcher/academician insured.)

    This program is co-sponsored by CPA, The Trust, and the Alameda Psychological Association. CPA is approved by the American Psychological Association to sponsor continuing education for psychologists. CPA maintains responsibility for the program and its content. CANCELLATIONS are subject to a $50.00 processing fee and must be received by 11/3/2014 to be eligible for a refund. IMPORTANT NOTICE: Those who attend this workshop and complete the CPA evaluation form will receive CE credits. Please note that credit will only be granted to those who attend the entire workshop. Those arriving more than 15 minutes after the start time or leaving before the workshop is completed will not receive CE credit or be eligible for the 15% discount with The Trust. CPA is an approved provider of continuing education by the Board of Behavioral Sciences (BBS). The CPA provider number is PCE5015.


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