SCV-CAMFT upcoming events

Cinema Therapy Club (Saturday, September 26, 2026)

Sun, 27 Sep 2026 00:30:00 GMT

Law & Ethics: Common Insurance Issues and Questions Demystified (Friday, October 02, 2026)

Fri, 02 Oct 2026 16:00:00 GMT

Presented by Sara Jasper, JD, CAMFT Staff Attorney

Includes 3 CE credits for LMFTs, LPCCs, LEPs and LCSWs. A recording will be made available to all registrants for 2 months. For those who can't attend live, CE credit is available by watching the recording and passing a test.

Discount for Chapter Members
Members of a local chapter will receive a $5 discount. Be sure to be logged in when you register.

Chapter members: $55
CAMFT members: $60
Non-members: $85

REGISTER

Presentation Details

This law and ethics-focused training is designed for mental health professionals who are paneled with insurance companies, considering becoming in-network, or seeing clients who wish to use out-of-network benefits. While insurance provides increased access to care, it also introduces complex legal and ethical obligations. During the training, Ms. Jasper will discuss how to fully inform patients about insurance issues at the outset of treatment, bill accurately and respond to records requests and audits in a manner that complies with state and federal confidentiality laws.

Learning Objectives

Upon completion of this workshop, attendees will be able to:

Identify essential insurance-related disclosures that must be included in the informed consent process at the outset of treatment.
Implement informed consent procedures that fully notify patients about insurance issues and financial responsibilities at the start of treatment.
Execute accurate billing practices to ensure compliance with insurance company requirements and professional standards.
Identify common reasons for insurance record requests and audits.
Respond to records requests and insurance audits effectively while maintaining adherence to state and federal confidentiality laws, such as HIPAA.
Develop a legally sound, step-by-step protocol for responding to insurance audit requests.

Event Support

infocenter@camft.org
(888) 892-2638
(858) 292-2638
Business Hours: Monday, Wednesday and Friday 8:30AM to 4:30PM PT; Tuesday and Thursday 8:30AM to 4:00PM PT

TARGET AUDIENCE: LCSWs, LMFTs, LPCCs, LEPs

Private Practice Business Basics and Financial Education for Therapists (Friday, October 23, 2026)

Fri, 23 Oct 2026 18:00:00 GMT

No CE credit. This event will be recorded and available to registrants for 3 months.

Private Practice Business Basics

Practice Business Basics (we will cover basics of accounting, tax deductions and estimating taxes)
Know what to expect when hiring or managing a group practice (will cover how to hire, how to determine pay, aspects of paying workers, but this excludes solo owners for the most part)
Be prepared for estimated taxes for the year (will cover all aspects of estimated taxes)
Taxes, Deductions & Retirement (will cover bookkeeping, accounting and retirement)

About the Presenter

Jennie Schottmiller, CPA, LMFT, is the founder of Simple Profit, where she helps health and wellness professionals understand accounting, taxes, and financial management in plain language. Drawing on her unique experience as both a CPA and family therapist, Jennie brings a practical and approachable perspective to the business side of private practice. Her goal is to help business owners understand their numbers, make informed decisions, and build financially sustainable businesses, simpleprofit.com.

Financial Education for Therapists

This session will cover basics of Financial Planning when owning a private practice. Learn how to best structure your business and navigate investment strategies for both your practice and personal goals.

Topics include:

Cashflow management, savings, & investing basics
Business structures (sole proprietor vs. LLC vs. non-profit)
Retirement savings options (SEP IRA, solo 401k)
Employee benefits (retirement & health)

About the Presenters

Susan Vidalon Suzuki and Joe Theam are licensed Financial Advisors from the Bay Area. Since 2014, their team has supported individuals, families and small businesses with financial planning and investments strategies. Their goal is to provide accessible financial education and solutions for those of all backgrounds and experience levels.

https://equitable.com/financial-professionals

The views expressed in this presentation are those of the speaker and not, necessarily, of SCV-CAMFT. SCV-CAMFT can not be held liable for any damages arising from recommendations or advice given by our speakers or any actions or decisions arising out of the content of this presentation. Presentations at SCV-CAMFT events do not constitute an endorsement of the vendor or speaker's views, products or services.

Event Policy Information