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CAMFT 2023 Law and Ethics: Virtual Presentation Private Practice: Solicitation of Testimonials/Yelp/Advertising/Professional Wills- Earn 3 CEUs

  • Fri, June 16, 2023
  • 1:00 PM - 4:15 PM
  • Webinar | The comfort of your home or office




OC CAMFT 2023 Law and Ethics


Virtual Presentation

Private Practice: Solicitation of Testimonials/Yelp/Advertising/Professional Wills (3 CEUs)

Presented by CAMFT Attorneys:  Bradley Muldrow, Esq, and Alain Montgomery, Esq

DATE: Friday, June 16th, 2023


1pm-2:30pm CE/Presentation #2

2:30pm-2:45pm Break*

2:45pm-4:15pm CE/Presentation #3

This course is intended for advanced mental health professionals.  Course meets the qualifications for 3 hour of continuing education credit for LMFTs, LCSWs, LPCCs, and/or LEPs as required by the California Board of Behavioral Sciences. CE completion certificates will be awarded when participants complete the course evaluation within 48 hours of the speaker presentation.  * = non CE portion of course

Place:  Online via Zoom

Link(s) to Zoom meetings will be sent in confirmation email upon registration.

This event is presented by state CAMFT, in attendance with other chapters

CEUs: 3 continuing education units

Registration Cost

Licensed members $30

Pre-licensed members $20

Licensed/affiliate non members $60

Pre-licensed non members $50

Course description:

“Reclaiming Your Reputation: Law and Ethics Tips for Promoting and Protecting Your Brand in the Age of Yelp and Google Reviews” presented by Bradley Muldrow, Esq

Negative online reviews often leave MFTs feeling stuck. Responding to such reviews may breach patients’ confidentiality, but ignoring them can leave bad impressions for prospective patients. Developing an appropriate response to negative reviews can be even more pressing when the reviews include false information or defamatory accusations. Join CAMFT staff attorney Bradley J. Muldrow, JD for an enlightening discussion about how MFTs can successfully manage their brands by effectively responding to negative online reviews and, in appropriate circumstances, asking patients to leave reviews or provide testimonials. The workshop will address the online review removal protocols for two of the most popular online review websites, alternative methods for responding to negative online reviews, and ethical issues to consider prior to soliciting patient reviews and testimonials. Participants will recognize how the ethics code has changed to allow MFTs to solicit testimonials (and impliedly reviews) from certain patients, in appropriate circumstances. Participants will understand the concept of “undue influence” and how that understanding should shape their approaches to soliciting testimonials and reviews. Participants will understand important issues they should consider prior to using anonymous testimonials in advertisements, etc.

Learning Objectives

In successfully completing and attending this presentation, participants will be able to:

  1. Participants will be able to identify five potential methods for responding to improper / unlawful reviews left on review websites.
  2. Participants will be able to state which patients they may solicit testimonials (and impliedly reviews) from in appropriate circumstances.
  3. Participants will be able to state five issues MFTs should consider prior to soliciting testimonials or reviews from minors who have consented to their own treatment.

“How a Professional Will Can Help Therapists Prepare Their Clients for the Unexpected” presented by Alain Montgomery, Esq

Therapists have an ethical obligation to maintain practices that facilitate continuity of care for their clients. A Professional Will is a comprehensive document that can be used to ensure clients have access to the information and resources they need in the event of unforeseen circumstances. During this one and a half hour presentation, CAMFT Staff Attorney Alain Montgomery, will review key legal and ethical considerations for therapists to consider in preparing a Professional Will. Educational goals include: To help workshop participants understand how a professional will fulfills ethical obligations to facilitate continuity of care for clients under certain circumstances; To ensure workshop participants know how a professional will can be utilized to preserve client records in compliance with applicable legal standards; To explain the framework of a professional will so workshop participants can identify the pieces of information they need to create a comprehensive and effective document to serve as their professional will.

Learning Objectives

In successfully completing and attending this presentation, participants will be able to:

  1. Describe the applicable CAMFT Ethical Standard(s) that discuss professional wills.
  2. Illustrate how a professional will accomplishes the effective legal, ethical, and seamless transition of care when a therapist is unable to undertake that task due to incapacity or death.
  3. Identify and describe the key elements of a professional will.

Alain Montgomery, Esq

is a member of the State Bar of California. Alain received a Bachelor of Arts degree in Political Science from the University of California at Berkeley and a Juris Doctor degree from Thomas Jefferson School of Law. Prior to joining the CAMFT legal department, Alain worked in public interest law as a legal advisor for the Superior Court of California where he helped self- represented parties navigate the complexities of small claims litigation. As a member of the CAMFT legal department, Alain has served as part of the support staff for the CAMFT Ethics Committee and has represented the Association at various state regulatory board meetings. After graduating from college and before attending law school, Alain worked as a ski instructor at Mammoth Mountain Ski Resort.

Bradley Muldrow, Esq

takes member phone calls regarding law and ethics issues as a CAMFT Staff Attorney and contributes articles on those subjects to CAMFT's publication, the Therapist. Prior to joining CAMFT’s legal team, Brad worked on litigation and regulatory matters as an attorney for San Diego Gas & Electric Company. Since becoming an attorney, Brad has given law and ethics presentations to attorneys and judges as a member of the J. Clifford Wallace Inn of Court. He has also served as a board member for the Earl B. Gilliam Bar Foundation, a San Diego-based nonprofit.


You may cancel for a 50% refund between 5 and 15 days in advance of the event. No refunds for cancellations within 5 days of the event or for no-shows or failure to attend due to emergencies. Unused funds cannot be applied to future events. NO EXCEPTIONS! If the event is cancelled for any reason, you will receive a full refund.

**By registering for the event you agree to the terms of the Cancellation/Refund Policy**


For general information, special needs, ADA accommodations, or grievances: Please contact Sandy at You will receive a response within 24-48 hours. Note: Deadline for requesting ADA accommodations is two weeks prior to the workshop so that we may have time to properly accommodate you.


Course meets the qualifications for 3 hours of continuing education credit for LMFTs, LCSWs, LPCCs and/or LEPs as required by the California Board of Behavioral Sciences. The Orange County Chapter of CAMFT is approved by the California Association of Marriage and Family Therapists (Provider #59405) to sponsor continuing education for LMFTs, LCSWs, LPCCs, and LEPs. The Orange County Chapter of CAMFT maintains responsibility for this program/course and its content.

Please note: Certificates of Completion will be awarded at the completion of the workshop to those who attend the workshop in its entirety, sign in and out, complete the course evaluation form, and pass the online test with 70% or higher by June 30th, 2023.

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