The Utah Psychological Association,
presents
Planning Ahead for Closing a Practice: Considerations for retirement, disability, and death of a mental health practitioner
Presented by Jamie Brass, Psy.D.
2.0 CE Credits
Click here for a brief introduction from Dr. Jamie Brass about this offering.
Passcode for introduction: &dNs*u05
Course Overview
This presentation addresses critical aspects of practice management for psychologists in solo or small group settings, focusing on ethical and legal considerations for retirement or unexpected practice closure. Participants will explore:
- Local and national regulations governing practice closure
- Establishing a professional will to guide representatives in unforeseen circumstances
- Selecting and preparing a professional representative
- Ethical considerations in client notification and transition of care
- Records management, including retention and ensuring client access
- Financial and administrative aspects of closing a practice
The course aims to equip psychologists with the knowledge and tools necessary to develop comprehensive plans for practice transition or closure, ensuring compliance with ethical standards and legal requirements while prioritizing client care and confidentiality.
This valuable session will benefit practitioners at all career stages, promoting proactive planning for retirement or unexpected events that may impact one's ability to maintain a practice.
Learning Objectives
Attendees will be able to:
Name three elements to consider when crafting a professional will.
- Identify at least three entities to notify in the event of a closure of practice.
- Outline a personal plan for managing records and, after the required retention period, securely disposing of them.
- Identify steps to take to notify clients in the event of an unexpected closure of the practice.
Presenter Bio:
Jamie E. Brass, PsyD
Jamie E. Brass, PsyD is a native of Utah and has worked and studied in several other states. As mid-career psychologist working for a medical group, she enjoys working in general psychology practice and draws on Acceptance and Commitment Therapy, Cognitive Behavioral Therapy, and Dialectical Behavior Therapy to help clients develop skills and strategies in order to accomplish their mental health goals. Jamie has been involved in professional service with UPA in several capacities and as a member of the former Division of Professional Licensing Psychology Board. Her interest in professional wills started as part of a learning series for early career psychologists, and she is the owner of Professional Will Management, LLC.
Registration Fees:
| |
UPA Members |
Non-Members |
| Early bird registration through October 25, 2024 |
$50 |
$60 |
| After early bird registration |
$65 |
$75 |
| UPA Student/Resident Members |
Non-Member Students /Residents |
| No Charge |
$5 |
Register online at: www.utpsych.org OR Call Teresa Bruce at 801-410-0337
Utah Psychological Association