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.


When Family Members Won't Listen

Connect with Anne

Thursday, September 26, 2019

12 noon eastern / 11 AM central / 10 AM mountain / 9 AM pacific

Eighty-two year old mom has been diagnosed with breast cancer and has decided to refuse treatment. She would prefer to spend the rest of her life enjoying her grandchildren instead of suffering through chemo. Ninety-one year old Sam has kidney disease and has decided against continuing dialysis. He hates being tied to those machines. He would rather die.

Enter family – and their very different ideas. They begin laying guilt trips! “Mom! Please, PLEASE do chemo! Little Johnny wants his grandmother around when he gets to high school! We all LOVE you so much!” Similar refrains come from Sam’s wife of 60 years. “How will I live without you? I can’t cope by myself!” she exclaims – exasperated and crushed.

We understand, as advocates and professionals, that those pleadings come from grief – and a bit of selfishness. Life-ending decisions should be made by patients, not their loved ones. Yet the loved ones, in their grief and upset, will wear down patients, upsetting them, until their minds are changed.

There are many scenarios when the decisions should be left to the patient’s wishes, and their wishes alone, yet loved ones interfere. Often those loved ones don’t realize what an unfair burden they are placing on the patient.

Anne will tackle this important topic on this call. She’ll discuss various scenarios and the group will work out the best responses. You’ll examine questions such as: As the patient’s advocate, what is your role in this scenario? How can you help your clients make the right decisions for themselves while helping the family understand their secondary role to the decision-making?

Learn more about Connect! with Anne calls.

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Selling Your Advocacy Practice: Considerations and Planning

Monday, September 30, 2019

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

There are many reasons you may decide to divest yourself of your advocacy or care management practice. You may be ready to retire, you may be burned out, you may just decide that advocacy isn’t a good fit.

Without planning well ahead of time, then your only choice may be to walk away from your practice; to finish out your work with your existing clients, then fold your business. That's not good for clients or for you!

Instead, if you have made plans ahead of time, then you may be able to sell your practice. Proper preparation, and understanding the process, can make your practice attractive to someone else who will purchase it from you, leaving you with some compensation to show for your hard work, in addition to the gratitude of the clients you worked with over the years.

This call will be focused on helping you do that planning. From defining your asset (what exactly are you selling?), to getting your financials in order, from the basics of pricing your practice, to contracts, marketing, and time frame expectations – what are those aspects of selling a business that you must prepare, maintain, and feature as you decide to step away?

Trisha Torrey, APHA’s director, and author of four advocacy business books, will be our expert for this call.

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If you are not an APHA member,
use this link to register.


Dealing with Your Own Grief: The Death and Loss of a Client

Connect with Anne

Tuesday, October 15, 2019

12 noon eastern / 11 AM central / 10 AM mountain / 9 AM pacific

It’s inevitable for any advocate or care manager who works with clients who are elderly, or those who have a terminal illness. These are often clients with whom we have long-lasting relationships of months or years. We support them, assisting them through the most difficult times of their lives. We get attached. We care! And then, they die.

No one is surprised when the lost patient’s family and friends grieve. Yet, we may find ourselves grieving – and even we may be surprised at that reaction. Further, we may be at a loss as to what to do, or how to cope with that grief.

Over the years Anne, during her nursing and case management careers, has lost many patients she had come to care about. She has studied, learned, and developed mechanisms for grieving a patient who has become a friend.

During this call she’ll discuss her experiences and invite you to share yours, too. Together you’ll develop a bank of resources and approaches to helping all advocates work through the grief of losing a client.

Registration for this call will begin in late September.



Reviewing the “Right to Die” - Issues, Legislation, and Client Conversations

Date:  Tuesday, October 29

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

The pervasive fear of loss of control at the end of life has made the ‘right to die’ one of the most discussed patient rights. In 2014, APHA / AdvoConnection received its first request for an advocate to assist a patient who wanted to die. Ramona’s health and medical situation had reached the point at which she didn’t want her death to be prolonged. We did find an advocate who could help her find the right doctors and circumstances. Ramona died a few weeks later.

Five+ years on, the stage has shifted. Unlike Canada where “Death with Dignity” is an option nationwide, US laws and practices vary state by state. Whereas Ramona struggled in her home state of Massachusetts to find the help she sought then, 19 states, including Massachusetts, are considering legislation this year and 9 already grant a death with dignity, giving patients the right to choose to die on their own terms.

What does this mean for independent advocates? It means that potential clients may ask you questions, and may even want you to assist them. You may be asked to help them research options, to support their wishes, or to make the arrangements for them to meet with the right providers.

Unless this is something you have worked and dealt with frequently, the subject is daunting. From family dynamics to “how tos” to legal questions; what resources are available? What are your legal and ethical obligations? Are you required to help? Or can you say no?

Heidi Kummer, MD, MPH, BCPA, an APHA member, and an expert in the field of End of Life care, will be our guest for this call. She’ll help us sort out the issues and either provide us with answers or tell us how to find them. We’ll discuss common questions about options and rights, and answers to questions patients may not even think to ask.

Note: If you have helped a patient once they have decided to make the choice to die, we would like to hear from you. We may ask you, too, to participate on this call.

Registration for this call will begin in October.


Open Mic!

Connect with Anne

Tuesday, November 12, 2019

12 noon eastern / 11 AM central / 10 AM mountain / 9 AM pacific

If you’ve ever participated in a Connect with Anne call, you know Anne Llewellyn is a wealth of knowledge on all client service topics. We know you have questions that haven’t been covered previously, so this Open Mike call will be your opportunity to ask questions of Anne and discuss the answers during the call.

When you register, you’ll have an opportunity to submit up to 3 questions (as long as you register one week prior to the call.) Anne will field as many of your submitted questions as time allows.

It’s that simple! What do you want to know?

Learn more about Connect! with Anne calls.

Registration for this call will begin in late October.



When You Just Can't Pull the Trigger:  Strategies for Overcoming the Paralysis of Analysis

Wednesday, January 15, 2020

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

You've joined APHA. You've taken PracticeUP! courses. You've earned your BCPA. You've met with your attorney and have your contracts ready to go. You have a website ready to launch....

But you just can't launch your new practice. You keep coming up with other things you need to do instead. Like quitting your day job. Or taking another course. Or asking more people if it's a good idea. You wonder if you know everything you need to know.

Does this sound familiar?  And if so, what will it take to actually get your practice going?

The term used for this sort of procrastination, these sorts of delay tactics, is Paralysis of Analysis. You just get too far into your head and you're afraid to take the plunge, so you don't. You postpone... and postpone...

It should not surprise you to know that you are in the majority of almost-advocates - and for good reason. Starting a new business is scary!  Spending the time and money without the confidence it will pay off can be overwhelming.  Worrying about whether you can really be successful is... well... paralyzing!

The Paralysis of Analysis is the elephant-in-the-room of so many almost, not-quite-ready, need-some-confidence advocates and its time we address it.  And so we shall.

This call, led by Trisha Torrey (APHA Director) will provide you with some usable advice and concrete steps to help you get past your paralysis so you can launch your practice with the confidence required. We'll look at what those mental barriers are, and we'll discuss strategies for overcoming them.

2020 will be here before you know it. The new year is a great time to launch your new practice. Join us for this useful call to prepare you for your future as a successful independent advocate.

Registration for this call will begin in December.