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(On Demand) Planning Creatively & Strategically for Long-Term Practice Success

Featuring Jana N. Martin, Ph.D., CEO, The Trust

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Length: 2 hours 20 minutes

CE Hours: 2 Continuing Education Hours


Presented by The Trust and The Trust Practice and Risk Management Association (TrustPARMA)


Planning Creatively & Strategically for Long-Term Practice Sucess

Where will your independent practice be in three years and what will it look like? In 7 years? Do you have a strategy for responding proactively to the changing environment? Strategic planning is an essential component of any successful business, and the independent practice of psychology is no exception. And it doesn’t have to be boring! In fact, think of strategic planning for your practice as a way for you to become re-energized about the profession you chose and as something which will help you to focus more on those things which are meaningful to you. Creating and implementing a strategic plan for practice allows psychologists to identify, develop and sustain their competitive advantage efficiently. Most importantly, thinking and acting strategically allows you to look into and plan for the future—one that you direct and help create. Ethical principles and professional standards anchor our strategic plans, but our individual plans are tailored to meet our own goals and vision. Commit to intentionally driving your practice forward by developing and adopting a user-friendly strategic plan for continued success in independent practice!

  • 2 Continuing Education Credits 
  • CE credits may apply towards a 5% discount on your Trust Sponsored Professional Liability insurance premium (premium discount of 5% for 4 hours of CE credit from an organization approved by APA to offer CE credit)

Learning Objectives:

  • Describe the concept of strategic planning as applied to the independent practice of psychology
  • Bring into focus your professional goals and values and translate them into action plans
  • Identify potential economic and social changes which may impact independent practice
  • Describe creative approaches to building and maintaining an independent practice despite changes
  • Identify relevant ethical and professional standards for evolving practices

Important Notice:

Because this webinar is on-demand, once you are registered and have created a login account, you can view the webinar at any time in whatever time increments are most convenient. However, APA rules require that in order to download your CE certificate, receive CE credits, and become eligible for a discount on the Trust Sponsored Professional Liability Insurance policy premium, you must:

  • Complete the entire webinar,
  • pass a brief exam, and,
  • complete a brief evaluation form.
You are required to achieve a passing score of 75 percent or higher.  You are allowed three attempts to successfully complete the exam.  If you are unsuccessful on the third attempt, you must re-purchase the course to try again.

Eligibility for Insurance Premium Discounts:

  • Unless otherwise noted, you can combine 6 or more CE credit hours earned from The Trust’s webinars and become eligible for a 10% savings on your Trust Sponsored Professional Liability Insurance premium for one renewal.
  • You can also combine 4 or more CE credit hours earned from The Trust’s webinars or any other continuing education programs authorized by APA to offer CE credit and become eligible for a 5% savings on your Trust Sponsored Professional Liability Insurance premium for one renewal.
  • To obtain CE discounts, download and submit CE certificates (totaling 4 or 6 hours as explained above and completed within the previous 15 months) with your insurance application/renewal.
  • Discounts are not applicable to Researcher/Academician or Student policies.
  • Group policies become eligible for CE discounts when at least 50% of individuals insured under the group policy submit CE certification totaling the number of credits needed for a particular percentage discount.
  • All applications are individually underwritten and submission of CE certification will not guarantee insurance policy issuance or renewal.

Continuing Education Credits

Planning Creatively & Strategically for Long-Term Practice Success is sponsored by The Trust and TrustPARMA. 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.


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


Produced By:

The Trust

Supplementary Materials

  • Planning Creatively and Strategically for Long-Term Practice Success - Slides
  • APA Ethics Code, Helpful Guidelines and Sample Consent Forms, Articles of Interest and more information about The Trust.