Upcoming APHA Expert Calls and Webinars

Events with Guest Experts or Special Interest Groups
on Topics of Interest to Patient Advocates and Care Professionals

Looking for call in / dial in / login details and numbers?  They will be emailed to registered participants, usually twice; once the day prior, and again a few hours prior to the event. We do not post them here, because the details may be changed. 

If you believe you should have received the event reminder, please check your spam folder first before contacting us.


Hoping to register for a Connect! with Anne call?  Be sure to use the correct registration form as found attached to the description of the call. If you use the wrong form, you will not be registered.

New for Canadian members!  We have toll free capabilities for calls from Canada. When reminder notices and call details are sent out, the Canadian instructions will be included.



Adding Guardianship to Your Advocacy Practice

Tuesday, February 11, 2020

7 PM eastern / 6 PM central / 5 PM mountain / 4 PM pacific

As advocates, we know we do not make decisions for clients. That’s spelled out clearly in our standards and ethics.

However, the reality of our work sometimes means our clients cross that line from the place where they are perfectly capable of self-determination, to a place where they aren’t capable – and need help. Or, they may realize that the time will come, some day (even if not today) that they may need a decision-maker to advocate for them. This is particularly true of Solo Seniors / Elder Orphans.

How do we, as advocates who DON’T make decisions for clients shift our position to decision-maker? Is that something we, as business owners, want to do? Are we competent to do so? Do we meet the criteria? Can we legally provide such services?

Jenny Schmidt, our expert for this call, is the principle of Black Hills Advocate. She has answered those questions and crossed that bridge herself, and only three years into starting her advocacy practice, has become highly successful providing services ranging from advocacy, to guardianship, to conservatorship, too.

Jenny will describe the differences among these service areas, and the legal and competency updates we need to make to offer such services in our own practices. We’ll discuss a range of topics from what sorts of services can be provided, to the legal differences that need to be addressed in our contracts, to how to find guardianship clients (including hospitals, law enforcement, Adult Protective Services, and others), and how to get paid for doing this work.

If you are looking for services to add to your advocacy practice, join us for this call..

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Understanding Insurance for You and Your Practice

Tuesday, March 3, 2020

7 PM eastern / 6 PM central / 5 PM mountain / 4 PM pacific

Liability, BOP, E&O insurance – when it comes to insuring our businesses and practices, those names can be confusing, and policies can be daunting.

Why do advocates need insurance? We aren’t medical, so what could go wrong?

If you don’t have insurance for your practice yet, but know you’ll need to acquire it in the near future, do you know what to look for and what questions to ask? If you already have insurance for yourself and your practice, how confident are you that it covers you for the potential problems it needs to cover? Are you receiving the most competitive rate? Are there difference's in the insurance needs of a nurse or physician who shifts a practice to advocacy?

What other questions do we have, or, what questions can be answered that we don’t even know to ask?

Kyle Pass, APHA’s Insurance Adviser, will be our guest for this call. Kyle has been working with APHA members for almost three years, insuring many, and answering questions for most. Join us for this informative call.

Registration for this call will begin in February.



Your Clients and Medical Cannabis – Assessing Interest and Providing Resources

Tuesday, April 28, 2020

7 PM eastern / 6 PM central / 5 PM mountain / 4 PM pacific

Has the topic of medical cannabis (marijuana) come up in conversations with clients or prospective clients? Did you feel informed enough to carry on that conversation? Do you know the laws in your state or province?

Or, is the medical cannabis train leaving and you haven’t yet hopped aboard?

As more and more states legalize medical cannabis, questions arise as they regard its fit and appropriateness as a treatment for challenges from pain to mobility, from suffering to comfort. It’s possible your clients know even more about it than you do. And it’s possible you know enough that you should be raising the topic with them if they don’t.

Josephine Krehl is the Founder of MMJ Knowledge, LLC and serves in the role of Statewide Clinical Community Relations for OnePlant, a medical cannabis business in Florida. As our guest for this call-in, she’ll guide us through the basics we need to know to help our clients, ranging from legality, to knowing when cannabis may be appropriate, to finding recommenders, to delivery mechanisms, to insurance coverage, plus how to carry on the conversation with our clients.

Registration for this call will begin in March.



Helping Your Clients Pay for Your Services (or Anything Else)
in an Unexpected Way

Wednesday, June 3, 2020

7 PM eastern / 6 PM central / 5 PM mountain / 4 PM pacific

Often you hear from a potential client who would love to hire you, but is limited in his/her ability to pay you. Or, they call to ask you to help them manage and reduce medical bills and are left with little or no means to pay a balance, or… you know… the list, and those who struggle to pay, goes on.

They may not realize there could be an untapped resource they never even knew existed! No, it’s not about borrowing money, and it’s not money that ever needs to be paid back.

The source is unwanted or unneeded life insurance policies which can be sold for cash even when no death has taken place. The sales of these policies can realize 3 - 5 times the amount that could be realized by cashing them in for their surrender value. Even term policies can be sold.

Examples of the owners of these policies are:

  • People who can't (or don't want to) afford the premiums any longer
  • People whose term policy is expiring
  • People who have retired and don't need the income replacement anymore
  • People who purchased policies for estate tax purposes and don't need them anymore since the estate tax exemption was doubled
  • Business owners who sold their company and no longer need “key man” insurance

For the right clients, selling these policies can be a huge benefit whether they use these newly realized funds to pay for our services, or to pay for anything else. Helping them understand their options can be a major “aha!” moment and can provide a great deal of relief for those who are worried about the cost of their care.

Lisa Rehburg is the principal of Rehburg Life Settlements. She works with people to uncover funds they might never have gained access to in any other way; funds that would have just disappeared, kept by a life insurance company that never had to pay out for its insured customer.

Lisa will walk us through how such a “settlement” works, and scenarios where clients can benefit. She’ll also tell us about the process to gain access to the funds, and will manage our expectations about possibilities.

Registration for this call will begin in May.