California MFT Law & Ethics – Basics of Private Practice- CAMFT & SFCAMFT on ZOOM

California MFT Law & Ethics 2023 (3 CEs)

Where Do I Start? The Basics of Starting a Successful Private Practice

Virtual Zoom Training Presented by CAMFT Staff Attorneys (Luke Matthew Martin, Esq.), and Co-Hosted by SFCAMFT

Seminar Schedule:

Friday, June 16, 2023. 9:00am to 12:15 pm, PT

Topics & Presenters:

Instructor Information:

Luke Matthew Martin, Esq., CAMFT Staff Attorney, a member of the State Bar of California since 2011, joined CAMFT as a Staff Attorney in 2019. He holds a Master of Business Administration with honors and a Juris Doctorate Degree specializing in Child, Family and Elder Law with honors. Prior to coming to CAMFT, Luke ran a private practice focusing on civil litigation and represented several businesses with annual revenues in the millions. He has been recognized by the State Bar of California with the Wiley E. Manuel Certificate for Pro Bono Legal Services for his legal assistance in helping victims of domestic violence. In addition to his work at CAMFT, Luke is an adjunct professor for several universities lecturing on political science and business law and sits on University of Arizona’s Faculty Senate.

Description:

Level of Learning: Intermediate

Have you ever wondered how to start a private practice? Have you ever wondered if you missed something when you started your private practice? The objective of this presentation is to introduce therapists to the basic steps required to plan, start and run a business. Topics such as creating and naming a private practice, how to hire an employee, and an overview of how to lawfully advertise the business will be reviewed in depth.

Educational Goals:

Participants will learn the basics of how to start and operate a small business; identify the unique legal requirements for opening a therapeutic practice; and define and apply business terminology.

Learning Objectives:

At the end of the presentation, participants will be able to:

1. 1. 1. Acquire a knowledge of the three most common forms of business ownership for therapists in California: sole proprietorships, general partnerships, and professional corporations.
      2. Explain the advantages and disadvantages of sole proprietorships, general partnerships, and professional corporations.
      3. Summarize how a professional corporation is formed, who owns it, and who is responsible for its operation.
      4. Discuss the legal requirements involved in hiring staff members for a newly created organization
      5. Understand how to store clinical records in the newly formed business in a compliant manner

Outline:

I. Organize Yourself

1. Plan Out Your Business
2. Anticipate Start-Up Costs
3. Figure Out Business Structure
4. EIN, NPI, and Business Bank Account
5. Business License Requirements
6. InsuranceIntake Forms, Policies, and Procedures
7. Hiring Staff
8. Advertising
9. Record Keeping

II. Creating a Business Structure

1. 1. Creating a Sole Proprietorship
   2. Creating a Partnership
   3. Creating a Professional Corporation

III. Naming a Business Structure

1. Naming a Sole Proprietorship
2. Naming a Partnership
3. Creating a Professional Corporation

IV. Hiring an Employee

1. Employee Handbook
2. State Laws
3. Federal Laws
4. Insurance

V. Ending an Employment Relationship

1. Appropriate Types of Relationships
2. Legal Considerations in Separation
3. Practical Considerations in Separation
4. Inappropriate Behavior Avoided
5. Clients Need Attention

VI. Record Keeping

1. Basics of Recording
2. Storage Requirement
3. Ownership

Fees & Continuing Education Credits:

• 3 CEs, Attending Live: $30 (plus ticket fees)
• 3 CEs, Viewing Recording: $30 (plus ticket fees)
• No CEs, Attending Live: Free to attend
• No CEs, Viewing Recording: Free to view

Course meets the qualifications for 3 hours of continuing education credit for LMFT’s, LCSW’s, LPCC’s and LEP’s as required by the California Board of Behavioral Sciences.
Pre-registration is required by Friday, June 16th at 9:00pm.

****By attending the live event, you consent to your voice and/or likeness being recorded and heard/seen by those viewing the recording of the training****

This workshop is offered by the San Francisco Chapter of the California Association of Marriage and Family Therapists (SFCAMFT) and California Association of Marriage and Family Therapists.

Event Information & FAQs

Training Zoom Link & Zoom Pre-Registration:  Quickly after registering for the event on Eventbrite, you should receive an email from Eventbrite that confirms your registration and includes Zoom links for the event. You will note that there are two links, one for each presentation. When you click on each Zoom link, you will be asked to pre-register (answer a few questions) before gaining access to the session. If you want to save time, you can pre-register in advance and Zoom will send you a calendar reminder with a link that will give you immediate access to the session on the day of the event.

Recording Option Available: A recording of the training will be available for 21 days and will be sent by June 21st to those who registered for the recording option. You may watch the recording and still be eligible to earn CEs as long as you purchased the “viewing recording” ticket option that includes 2 CEs, watch the training, and complete the online evaluation and short quiz within 30 days of the recording becoming available.

****By attending the live event, you consent to your voice and/or likeness being recorded and heard/seen by those viewing the recording of the training****

How do I get CEs for this event?

1. Live Attendance:  If you attend live, you must purchase the “attending live” ticket option that includes 3 CEs. Course completion certificates will be awarded after the course in exchange for a completed evaluation form to be done online. To qualify for CE credit, you must arrive on time, stay until the end of the program, and fill out the online evaluation. Your CE certificate will be emailed within 30 business days after the event.
2. Watch the Recording:  If you are not able to attend the training live, you may watch the recording and still be eligible to earn CEs as long as you purchase the “viewing recording” ticket option that includes 3 CEs, watch the training, and complete the online evaluation and short quiz within 30 days of the recording becoming available.

How can I contact the organizer with any questions?
For any questions, concerns, disability accommodations, or grievances related to programming, please contact the Programming Chair, Jeanette Hu, Associate MFT via email at sfcamft@gmail.com.
Any person with disabilities who may require accommodations to participate in our trainings or special events is asked to please contact the organizer at least 3 days prior to the training.

What’s the refund policy?
All fees are paid to SFCAMFT and are non-refundable.

SFCAMFT (CEU provider #62283) IS APPROVED BY THE CALIFORNIA ASSOCIATION OF MARRIAGE AND FAMILY THERAPISTS TO SPONSOR CONTINUING EDUCATION FOR LMFT’S, LCSW’S, LPCC’S AND LEP’S. SFCAMFT MAINTAINS RESPONSIBILITY FOR THE PROGRAM AND ALL ITS CONTENT.

Questions? Email: sfcamft@gmail.com

CAMFT Speakers

Luke Matthew Martin, Esq., a member of the State Bar of California since 2011, joined CAMFT as a Staff Attorney in 2019. He holds a Master of Business Administration with honors and a Juris Doctorate Degree specializing in Child, Family and Elder Law with honors. Prior to coming to CAMFT, Luke ran a private practice focusing on civil litigation and represented several businesses with annual revenues in the millions. He has been recognized by the State Bar of California with the Wiley E. Manuel Certificate for Pro Bono Legal Services for his legal assistance in helping victims of domestic violence. In addition to his work at CAMFT, Luke is an adjunct professor for several universities lecturing on political science and business law and sits on University of Arizona’s Faculty Senate.