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6/13/24 Starting Work With Clients

6/13/24 Starting Work With Clients

Queering my Practice: The Case for Sliding Scale. Katherine Yeagel


As a surrogate partner, it can be easy to end up with a homogenous caseload even if you're trying to market yourself more broadly. This presentation will review the tools I've found most helpful for diversifying your clientele and building a well balanced practice -- across gender, sexuality, race, ability, age, and presenting issue.


Conducting a Three-Way Meeting. Andrew Heartman


This session will prepare you to conduct an effective three-way meeting, including having the opportunity to role-play one. Even in cases where the three-way meeting is not possible or practical, the procedures used will be valuable at the start of any client relationship. The majority of the time will be devoted to three-way meetings, however if there is additional time, we may also address goal setting.


Goal Setting: Explicit and Implicit, Andrew Heartman


In the SPT process, in addition to the stated goals of the client, there are always additional goals that we hold for them that they may not have been aware of. Most client goals are too large and complex to be addressed directly, so we have to be able to break goals down into subgoals, in order to know the next best step. This session will help you develop the skill of forming a concrete strategy from clients’ stated goals.


About the Presenters


This session will go from 3:00 to 5:40 Pacific time, which includes 2.5 hours and allows for a 10-minute break somewhere in the middle, at a time that is appropriate for the material. Then the guest speakers will leave us, and there will be an additional half hour, from 5:40 to 6:10, which will be a facilitated discussion and integration of the prior content. This last half hour is optional, so if you’ve had enough at that point you are welcome to skip it. If you choose to stay, you will be invited to consider questions, either all together or in breakout groups, like “What most impacted you from today’s session?” “How do you think you can incorporate this in your work as a surrogate partner?”


SPC Members can attend for 60% off. To get the member price, sign in to your account and select Member CE from the Membership Menu. Become a Member


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