Connie Galietti, JD 

American Psychological Association

When to Call an Attorney

The importance of working with consultants to build a practice (group or solo) is often overlooked by mental health professionals. While consultants might be engaged in response to a crisis (e.g., tax or legal problem), they can also help with planning, practice development, and risk management on an ongoing basis throughout the life of a practice.

This 5-part on-demand CE series will educate you on how and when an attorney, accountant, risk management specialist, practice management specialist, and professional development consultant can be used to enhance legal, regulatory, and ethical compliance, and to promote positive professional and practice development.  

The host, psychologist Jeff Zimmerman, PhD, ABPP, will speak with the consultants about the common pitfalls made by mental health professionals, how consultants can help in a preventative manner, and less obvious reasons for seeking consultation. Ways to vet, recruit, and engage potential consultants will also be addressed.

The bundle cost for all 5 sessions is $125 (APA members) and $175 (nonmembers). Individual sessions can be purchased for $35 (APA members) and $40 (nonmembers).

This series has been reviewed and approved by the APA Office of Continuing Education in Psychology to offer CE credits for psychologists. The APA CEP Office maintains responsibility for this program and its content. 

For NY psychologists: This program does not meet NYSED CE requirements.


Erlanger Turner, PhD

Turner Psychological and Consulting Services

"Making and Taking Space for Diverse Leaders"

"Leadership in the Field and in Your Backyard"

Government Contractor

Nicholas Grant, PhD

Jeff Zimmerman, PhD, ABPP, is the founding partner of The Practice Institute LLC. He has more than 35 years of professional experience, having been in independent practice virtually his entire career.  
He was a founding and managing partner in a group practice that grew to seven offices and 20 professional staff. Zimmerman frequently mentors and consults with early-career professionals who are looking to join a practice. He also consults on practice development and on management and building niche practices.

>> Read Full Bio

Candice Hargons, PhD 

University of Kentucky

"Leadership in the Field and in Your Backyard"

 Felicia F. Seton, CPA, MSA 

The CPA for Psychotherapists 

When to Call an Accountant 

Learn from a wide group of experts.

Click on the speakers' photos to learn more about them.

Each session addresses three learning objectives. Our experts will provide many examples of when to call in outside help, whether you have a group or solo practice. 

Click on each of the titles below to learn more.

Meet the Host: 

Jeff Zimmerman, PhD, ABPP

Course List

Distinguished Speakers

Building and Sustaining a Thriving Private Practice:  When to Call in Outside Help

© Copyright 2022 American Psychological Association

FAQs

Can I still join even though the Academy started?

Yes, you can join through the air date of the third class, March 13, 2019.  After that date, you will only be able to purchase courses individually and not get to participate in a learning community. We ask that if you are joining late, you prioritize watching the recordings for sessions you have missed and catch up on the introductions, assignments, and conversations in your learning community.

 

How do I know if this progr am is right for me?

2019 is our first year running the Academy, but across our organizer and faculty rosters, we possess a few hundred years of offering leadership training in rich and supportive environments. This Academy was engineered with the goal of having a broad-reaching leadership program for all. At the same time, we imagine that our modal member will be someone who is “emerging” in their leadership trajectory, regardless of when that person finished graduate training in psychology or a related field. We also imagine that person is looking to advance their leadership position(s) within a year of enrolling.  We have identified a number of skills and knowledge areas that will get explored in the Academy. We ask participants to rate themselves in these during the registration process, and then ask again at the conclusion of the Academy.  Our hope is that graduates will see in themselves more confidence and competence in many of these areas.  

 

How much of a time commitment is the Academy? 

Every other week beginning mid-February, you will spend an hour watching the live or recorded session. You are also expected to spend anywhere from an hour to work or more in the two weeks between sessions working on activities and holding discussions with your peers in a virtual learning community. 

 

How long is each session?

Each interactive webinar is one-hour long.

 

 Will I be assigned homework?

You will leave each session with a ‘homework assignment,’ typically a problem to solve and discuss in a designated ‘learning community’ through vignettes, case studies, worksheets, or other exercises.

 

Will I receive recognition when I complete the Emerging Leaders in Psychology Academy?

Upon successful completion of the Academy, you’ll receive a certificate of achievement and will be part of a growing network of emerging leaders that you can continue to lean on and learn from as you advance your career.

 

How long does the program take to complete?

The Academy consists of 10 high-energy, interactive webinars over the course of 6 months.

 

How much does the program cost?

The Emerging Leaders in Psychology Academy costs $99 for APA members ($199 for nonmembers). Similar leadership programs typically cost $3000. 

 

What if I miss a live session? 

Five to seven days after the live recording, you will be able to access and watch a recording of the course. Course slides and any handouts will be available immediately after the webinar in everyone’s learning community. You will have access to all course recordings for about one year.


How do I earn CE credits?

This program has been reviewed and approved by the American Psychological Association Office Continuing Education in Psychology (CEP) to offer up to 10 Continuing Education (CE) credits for psychologists. Full attendance is required during each live webinar or recorded video-on-demand to earn 1.0 CE credit for that particular session. Credit for partially attended or watched sessions will not be awarded. The CEP Office maintains responsibility for this program and its content.

 

What technology do I need? 

You will need high-speed internet on any device you prefer to use to watch the sessions in our BeaconLive course management portal. You will find that the portal works best in Safari, Chrome, and Firefox browsers. BeaconLive will provide you information about technical support issues in your payment confirmation email. Additionally, around the start of the first session, we will invite you to create a Slack account to participate in learning communities. Slack can be accessed on the web or through an app on your wireless device.

 

What is a learning community? 

After you register, we will assign you to a group with 6-8 individuals based on your career stage and leadership interests. These groups will have their own space online to chat, share ideas, exchange documents, and work on the assignment provided by each Academy faculty at the conclusion of their session. APA staff will offer support to these communities as needed.

 

What options exist if I have a financial hardship?

We believe in making this opportunity available to as many individuals as possible. Thus, we are happy to provide a limited number of half-priced registrations for APA members who reach out, until we run out. Before beginning the registration process, please email Zeljka with a brief explanation of your membership status in APA, your career stage, your highest degree and year of graduation, and your expressed financial need. Include 'Academy Scholarship' in the subject line.

For all other questions and comments, please contact the course coordinator, Peggy Mihelich, at pmihelich@apa.org

ABOUTSPEAKERSSCHEDULEFAQS

J. Oni Dakhari, PsyD 

Dakhari Psychological Services, LLC 

When to Call a Practice Management Specialist 

Mary Brabeck, PhD

NYU Steinhardt School of Culture, Education and Human Development

"Moral Management and Ethical Leadership"

Lindsey Buckman, PsyD

Buckman Psychological Consultants

"Confident, Connected, and Credentialed"

When to Call an Attorney — 60 minutes | 1.0 CE CreditWhen to Call an Accountant — 60 minutes | 1.0 CE CreditWhen to Call a Practice Management Specialist — 60 minutes | 1.0 CE CreditWhen to Call a Risk Management Specialist — 60 minutes | 1.0 CE CreditWhen to Call a Professional Development Consultant — 60 minutes | 1.0 CE Credit

Module 9

TEAMWORK AND NEW COLLABORATIVE MODELS OF LEADERSHIP

Learning Objectives



Identify at least two elements of effective teamwork 

Discuss the rationale and implementation of a distributed leadership model 

Describe the value of followership

Core Questions



What new models of distributed leadership exist for interprofessional teams? 

How can psychologists facilitate effective, evidence-based teamwork? 

What does it mean to practice intentional leadership and followership?

Module 10

EQUITY, DIVERSITY, AND INCLUSION CAN TRANSFORM ORGANIZATIONS

Learning Objectives



Assess the needs and strategic priorities of an organization that lead to transformation.

List planning and implementation steps to increase probability of success in organization change

Core Questions



What defines organization transformation? 

How can you assess, lead and manage change? 

What is the role of psychologists in organization and leadership transformation? 

Module 8

THE STAGES OF BUILDING AND DEVELOPING TEAMS

Learning Objectives



List at least three effective strategies for negotiating position, salary, and resources 

Describe how to access information about comparable salaries

Core Questions



What strategies can be used to help ensure a successful negotiation? 

What resources would be helpful/necessary to prepare for your negotiation? 

How can you effectively use mentoring when negotiating?

Across the ten sessions in the Academy, we hope to raise the skill levels and knowledge areas of participants in the following 30 areas. What you are seeing are actual statements that form the pre and post self-assessment rating form for participants. Answers run along a Likert scale ranging from “not at all” through “to a great extent.” 


1. I know how to describe my current leadership style.  

2. I know how to tell if I am ready to obtain new leadership roles.  

3. I know how to meet the strategic challenges that come with new leadership roles.  

4. I know the leadership issues that a leader typically encounters at different career stages. 

5. I know ways to become more confident and successful as a negotiator.   

6. I know how context determines the tactics that should be used when negotiating.  

7. I know how to approach negotiation across a spectrum of situations.  

8. I know how to apply scientific research in brain sciences to help develop creativity, collaboration, and effectiveness as a leader.   

9. I know how to improve self-regulation.  

10. I know how to manage stress and avoid burnout.  

11. I know how what contributes to feelings of imposter syndrome.   

12. I know what resources are helpful in overcoming imposter syndrome.  

13. I know how imposter syndrome differentially impacts people of diverse backgrounds.  

14. I know what practices can be used to improve the ethical culture of a workplace.  

15. I know ways that leaders and organizations can prioritize ethical considerations in their work with others.  

16. I know how to approach interpersonal tensions using an ethical lens.  

17. I know how to provide feedback to individuals that I am leading to foster positive outcomes.   

18. I know strategies to effectively speak with a supervisee that presents as challenging. 

19. I know what strategies to use when a lateral peer or supervisor presents as challenging.  

20. I know how to cultivate long-term mentoring relationships that are mutually growth-fostering.  

21. I know how to approach conflicts that may arise in mentoring relationships. 

22. I know how to build trust in diversified mentoring relationships.  

23. I know ways to engage a team toward an organization's mission.  

24. I understand the developmental differences between new and well-established teams.  

25. I know how to build trust in my team members and promote their success. 

26. I know basic project management principles and techniques.  

27. I know how to manage projects as they grow in complexity.   

28. I know how to properly delegate work within a team.  

29. I know how psychology professionals can advance their organization's maturity in equity, diversity, and inclusion.   


30. I know how to measure and benchmark equity, diversity, and inclusion. 

Skill and Knowledge Areas

Nancy Piña, CPA

American Psychological Association

"Sound Financial Management"

REGISTER

Get Notified When Registration Opens

How do I know if this program is right for me?

This series is for practitioners at any career stage. If you are new to private practice (group or solo), this series is for you. If you have an established practice (group or solo), this series is for you. Each presenter will speak to common pitfalls made by mental health professionals, how consultants can help in a preventative manner, and less obvious reasons for seeking consultation. Ways to vet, recruit, and engage potential consultants will also be addressed. 

Our presenters will not use this presentation for direct marketing or to provide specific professional advice around a given issue. Rather, the programs are designed to help you consider the need for various consultants and how such consultants can best be engaged.

Presenters will avoid the obvious reasons in favor of focusing on the less obvious but essential reasons for their expertise.


How long is each session? What will the format be?

Each course will last 60 minutes. This series will use a lecture format with slides.


How long does the program take to complete?

This series consists of 5 high-energy webinars. You will have access to all course recordings for about one year.

How much does the program cost?

The bundle cost for all 5 sessions is $125 (APA members) and $175 (nonmembers). Individual sessions can be purchased for $35 (APA members) and $40 (nonmembers).

How do I earn CE credits?

This program was reviewed and approved by the American Psychological Association Office of Continuing Education in Psychology (CEP) to offer up to 5 Continuing Education (CE) credits for psychologists. Full attendance is required during each video-on-demand to earn 1.0 CE credit for that particular session. Credit for partially watched sessions will not be awarded. The CEP Office maintains responsibility for the 2022 program and its content.

What technology do I need?

You will need high-speed internet on any device (laptop, tablet, phone) you prefer to use to watch the sessions in our web-based course management portal.

What options exist if I have a financial hardship?

We believe in making this opportunity available to as many individuals as possible. Thus, we are happy to provide a limited number of half-priced registrations for APA members who reach out, until we run out. Interested individuals should send an email to pmihelich@apa.org containing the following information: APA membership status, current career stage, highest degree earned, year of graduation, and a brief sentence or two regarding your expressed financial need. 

Allison Funicelli, MPA, CCLA, ARM, CPHRM 

AWAC Services, member company of Allied World 

When to Call a Risk Management Consultant 

REGISTER HERE

Across the ten sessions in the Academy, we hope to raise the skill levels and knowledge areas of participants in the following 30 areas. What you are seeing are actual statements that form the pre and post self-assessment rating form for participants. Answers run along a Likert scale ranging from “not at all” through “to a great extent.” 


1. I know how to describe my current leadership style.  

2. I know how to tell if I am ready to obtain new leadership roles.  

3. I know how to meet the strategic challenges that come with new leadership roles.  

4. I know the leadership issues that a leader typically encounters at different career stages. 

5. I know ways to become more confident and successful as a negotiator.   

6. I know how context determines the tactics that should be used when negotiating.  

7. I know how to approach negotiation across a spectrum of situations.  

8. I know how to apply scientific research in brain sciences to help develop creativity, collaboration, and effectiveness as a leader.   

9. I know how to improve self-regulation.  

10. I know how to manage stress and avoid burnout.  

11. I know how what contributes to feelings of imposter syndrome.   

12. I know what resources are helpful in overcoming imposter syndrome.  

13. I know how imposter syndrome differentially impacts people of diverse backgrounds.  

14. I know what practices can be used to improve the ethical culture of a workplace.  

15. I know ways that leaders and organizations can prioritize ethical considerations in their work with others.  

16. I know how to approach interpersonal tensions using an ethical lens.  

17. I know how to provide feedback to individuals that I am leading to foster positive outcomes.   

18. I know strategies to effectively speak with a supervisee that presents as challenging. 

19. I know what strategies to use when a lateral peer or supervisor presents as challenging.  

20. I know how to cultivate long-term mentoring relationships that are mutually growth-fostering.  

21. I know how to approach conflicts that may arise in mentoring relationships. 

22. I know how to build trust in diversified mentoring relationships.  

23. I know ways to engage a team toward an organization's mission.  

24. I understand the developmental differences between new and well-established teams.  

25. I know how to build trust in my team members and promote their success. 

26. I know basic project management principles and techniques.  

27. I know how to manage projects as they grow in complexity.   

28. I know how to properly delegate work within a team.  

29. I know how psychology professionals can advance their organization's maturity in equity, diversity, and inclusion.   


30. I know how to measure and benchmark equity, diversity, and inclusion. 

Skill and Knowledge Areas

Series Speakers 

Available On-Demand June 2022

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Carol Falender, PhD 

Pepperdine University 

When to Call a Professional Development Consultant 

Alan C. Nessman, JD

American Psychological Association

When to Call an Attorney

Available On-Demand Now! 

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