Logistics on Running a Chapter

Logistics in Running a Chapter

IV. Logistics on Running a Chapter

Q. I’d like to start a chapter in my area—what’s the process?
A. Great! California is a large state with many MFTs, and we welcome additional chapters to better serve more members at the local level! Please read the Chapter Formation Policy and contact the Outreach Coordinator, Michele Champion at mchampion@camft.org to begin the process.

Q. What do current chapters need to provide CAMFT with annually?
A. We require the following items (per the chapter agreement): an updated list of chapter officers; a list of current chapter members; a balance sheet showing the current assets & liabilities of the chapter; proof of Commercial General Liability insurance and Directors & Officers Liability Insurance with CAMFT as additional insured. Please email these items to Michele Champion, Outreach Coordinator, at mchampion@camft.org.

Q. Can our chapter support a social justice issue?
A. As chapters are independent, they can support causes of their choosing provided it does not conflict with the CAMFT bylaws or the Corporations Code. If you are unsure if it would conflict with either of these, please email Michele Champion, Outreach Coordinator at mchampion@camft.org for more details.

Q. Someone has an ethics complaint about a chapter member- what can we do?
A. Chapters cannot adjudicate ethical concerns; only the CAMFT Ethics Committee can do this. If appropriate, the chapter board can speak to the member about their behavior/actions. Otherwise, a complaint can be submitted to the CAMFT Ethics Committee for review. Please contact Staff Attorney Mike Griffin at mgriffin@camft.org with any questions or concerns

Q. I’d like to get opinions from other chapter leaders- how do I do that?
A. The Chapter Leadership CAMFT Community is a great tool for this! Email your question to ChapterLeadershipGroup@community.camft.org and it will go out to the listserv. If that is not working, please contact Michele Champion, Outreach Coordinator, at mchampion@camft.org.

Q. How can our chapter receive a list of all CAMFT members in our designated area?
A. Please complete the Request for Mailing Labels form and submit to Michele Champion at mchampion@camft.org. Chapters can request up to 4 mailing lists per year to use for promoting chapter events and recruiting new chapter members!

Q. We have added a Board member mid-year. Do I need to notify anyone?
A. Yes! Please email Michele Champion, Outreach Coordinator, at mchampion@camft.org to let her know so that we can update the Chapter Leadership listserv and our website/records.

Q. How many pre-licensees can we have on our chapter board?
A. CAMFT’s bylaws state that a chapter’s board may be comprised of no more than 35% pre-licensed or associate members. Such members cannot serve as President of the chapter. If you would like to request a variance for one of these rules, please contact Michele Champion, Outreach Coordinator, at mchampion@camft.org.

Q. Can our chapter cover costs for a board member to attend an event?
A. If the event is related to the board member’s chapter duties, yes! The board member can be reimbursed for their expenses to attend such an event.

Q. Can our chapter board meet via electronic means?
A. Yes! Board meetings can take place over the phone or videoconference, in addition to in-person meetings. Board meetings cannot take place over email, but email can be used for unanimous written consent for decisions.

Q. Can we change when our elections are held?
A. If your chapter bylaws specify when elections are held, you would need to amend the bylaws to change the election date.

Q. How do we amend our bylaws?
A. Your chapter bylaws should specify how voting must be done (mail or electronic). Please e-mail Michele Champion, Outreach Coordinator, mchampion@camft.org the proposed amendments before they are voted on so that we can ensure compliance with CAMFT bylaws, or have them reviewed by an independent attorney.

Q. Can our chapter have two individuals serve as co-Presidents?
A. Please look at your chapter’s bylaws to make sure this practice is not prohibited and call Michele Champion, Outreach Coordinator, at 858-292-2638 for more information. While California Corporations Code does not prohibit this practice, it is not necessarily a best practice.


Specific duties:

  1. Preside at all meetings of the board and membership.
  2. Preside at all meetings of the board and membership.
  3. Meet with committee chairs to discuss programs and activities and oversee and evaluate the activities of committees.
  4. Act in a firm, competent, tactful and just manner, permitting full discussion on all debatable motions, yet neutral on controversial matters. The President must respect the opinion of each individual; yet see that each decision is carried out in a harmonious atmosphere.
  5. Acts as the primary spokesperson for the chapter.
  6. Prepare, in conjunction with the Secretary, an agenda prior to all meetings, adhere to the agenda as it may be amended and open and close meetings in a timely manner.
  7. Make sure that written minutes of all meetings are published expeditiously.
  8. Oversee the activities of committees, making sure appropriate reports and minutes are prepared and voted on by the board as necessary.
  9. Make arrangements, or oversee the making of arrangements, for all meetings and/or functions of the chapter.
  10. Arrive at all meetings in a timely manner to see that sites are prepared for the meetings.
  11. Be available to the entire membership, especially new members and guests. Display enthusiasm and support for all chapter activities.
  12. Arrange for, or oversee the arrangements for, speakers for meetings and events. In addition, acknowledge speaker appearances with letters of thanks on behalf of the chapter.
  13. Maintain close contact with the Executive Committee, Board of Directors and Committee Chairs.
  14. Oversee the activities of the Secretary and Treasurer making sure that responsibilities are adhered to.
  15. Serve as an ex-officio member of all committees.
  16. The President will transfer all material pertaining to the role as President to the newly elected President and indoctrinate the newly elected President as to the role of the position.

Specific duties:

The Vice President shall perform any and all duties of the President in the absence of the President and perform any other duties as assigned by the President.


Specific duties:

  1. The Secretary shall keep accurate minutes of all business meetings of the association and the board. Record what is done, not what was said.
  2. The Secretary shall maintain an accurate membership list.
  3. The Secretary shall handle correspondence, and send out notices when there is no one else assigned to this duty--such as a Corresponding Secretary.
  4. The Secretary shall work in close harmony with the President.
  5. The Secretary shall prepare the agenda for meetings in consultation with the President.
  6. The Secretary shall keep the records of the association, including committee reports.
  7. The Secretary shall take to each meeting: the minutes book, bylaws, policies, a list of members and a list of committees and members, agenda, records, ballots, and any supplies that may be needed.
  8. The Secretary shall call the meeting to order if the President and the Vice President(s) are absent, and preside until a temporary chair is elected.
  9. The Secretary shall send the President a copy of the minutes as soon as possible after each meeting.
  10. The Secretary shall make minutes available for examination by the members upon request.
  11. The Secretary shall notify officers, committee members, and delegates of their election or appointment.
  12. The Secretary shall transfer all material pertaining to the office to the newly elected Secretary and indoctrinate the newly elected Secretary as to the role of the position.
  13. The Secretary shall supply CAMFT with the names, addresses and phone numbers of the Chapter's Officers, Board of Directors and Committee Chairs and shall update CAMFT with same as there are changes.
  14. The secretary shall provide CAMFT with the information which is published about the Chapter in The California Therapist. The information is to be updated by the Secretary as the information changes.

Specific duties:

  1. The Treasurer is the custodian of the money of the association and is responsible for collecting, depositing in a timely manner, and disbursing the funds of the association.
  2. The Treasurer shall get appropriate authorizations for all financial transactions, either as established in the bylaws or by adopted motion.
  3. The Treasurer shall collect all dues according to appropriate procedures for dues payment, notify of delinquencies, and provide receipts to dues paying members.
  4. The Treasurer shall maintain the bank account(s) of the association as separate fund(s) and be responsible for signature cards and the drafting of all disbursements.
  5. The Treasurer shall arrange for auditing of the books and records of the association on a regular basis.
  6. The Treasurer shall chair the budget committee, assisting in the preparation of the annual budget for the association.
  7. The Treasurer shall maintain, in a timely manner, all financial books and records of the association and prepare financial reports on a regular basis including a balance sheet and income and expense statement. Such reports are to show the status of all accounts including the balance at the beginning of the period, all receipts, all disbursements and the balance at the ending of the period.
  8. The Treasurer shall regularly compare actual costs and income to budgeted costs and income and recommend adjustments in spending and/or the budget as necessary.
  9. The Treasurer shall transfer all material pertaining to the office to the newly elected Treasurer and indoctrinate the newly elected Treasurer as to the role of the position.

Specific duties:

  1. The Chair will arrange for meetings of the committee.
  2. The Chair will serve as secretary of the committee, maintaining records of committee business and progress.
  3. The Chair will preside over committee meetings and participate actively in discussions.
  4. The Chair may make motions, debate, and vote on all questions.
  5. The Chair will prepare and provide reports on committee activities to the Board and/or President.
  6. The Chair will retain all records pertinent to the committee for the duration of his or her role as Chair.
  7. The Chair will be responsible for appointing sub committees as necessary to carry out the activities of the committee. It is the Chair's responsibility to make sure that the duties and functions of the committee are carried out to the satisfaction of the Board.
  8. It is the Chair's responsibility to get appropriate Board approval when necessary.
  9. The Chair will transfer all material pertaining to the committee to the newly elected Chair and indoctrinate the newly elected Chair as to the role of the position.

Q. Help! Online scammers are targeting our chapter and posing as a board member over email to request money!
A. If any board member receives an out-of-the-ordinary request for money by email, please call the “sender” of the email to verify. Scammers often pose as chapter presidents and email the treasurer to request money be wired or sent via check. They often use a generic email address, one similar to the actual email address, or even mask their email to make it appear that it came from the president’s email address. Please do not hesitate to confirm with another method of communication if the request for payment is not expected or the language seems “off.” It is a best practice to establish approval and authorization procedures for writing checks.

Q. What are examples of how chapters can use their reserves?
A. CAMFT has a newly revised Reserve policy which may be useful to review. If your chapter is holding reserves in an investment account, you should also have an investment policy.

Q. Can we have sponsors for our events?
A. Yes! If you would like an example of the disclaimer that CAMFT uses regarding sponsors, please email Michele Champion, Outreach Coordinator at mchampion@camft.org for more details.

Q. When do we have to file with the IRS each year?
A. If you qualify to submit the e-Postcard/990N (annual gross receipts are normally $50,000 or less), it is due the 15th day of the 5th month after your tax year ends. If your tax year ends on December 31, the e-Postcard is due May 15 of the next year. If you do not file this for three years in a row, you will lose your tax-exempt status!

Q. How can I check my chapter’s nonprofit status?
A. You can search the California Secretary of State’s website for your chapter name to see your status. Be sure to search using both the acronym CAMFT and “California Association of Marriage and Family Therapists” written out.

Financial Checklist
Chapters need to provide documentation to either CAMFT, the IRS, or their Insurance Carrier. Refer to the table below for IRS and Insurance deadlines. Refer to section III e) for CAMFT deadlines.

Item Date Refer to Section
May file with the Registry of Trusts


Retain tax-exempt Status, by filing
Form 990/990-EZ/990-N
15th day of the 5th month after the end
of the Chapter's taxable year.
File Sl-100 Every 2 years File the S1-100 with the
Secretary of State
Renew CGL and D&O
Insurance policies
Audit NOT needed if less than $1m III
Treasurer responsibilities
Accounting Reviewm, performed by independent CPA At least every 2-3 years For Chapters with
May need to file 990T Annually If Chapter is subject to UBIT
(Unrelated Business Income Tax)
May need to file Staqte3 Taqx Returns Annually  
Register with the Attorney
General's office
Annually If Chapters aqre conducting
raffles, they should be
registered with the
Attorney General's office


Q. We’d like to have someone from CAMFT come to a chapter event. How do we arrange this?
A. “State of the Profession”, “Road to Licensure”, and “Law and Ethics workshop” presentations by CAMFT’s Executive Director, Deputy Executive Director, or Staff Attorneys, can be arranged by clicking on the Presentation listed. Visits from the Chapter Outreach Coordinator can be arranged with Michele Champion at mchampion@camft.org.

Q. Can CAMFT provide a presentation for pre-licensees?
A. To schedule your presentation, please contact Chapter Outreach Coordinator, Michele Champion, at mchampion@camft.org

Q. Our chapter is hosting a job fair or similar event where we would like a representative from state CAMFT—is that possible?
A. Most likely! Please contact the Michele Champion, Outreach Coordinator at mchampion@camft.org to work out details. CAMFT has enjoyed hosting a table at chapter job fairs to support pre-licensees around the state.

Q. Our chapter is exhibiting at a community event and we would like a representative from state CAMFT—is that possible?
A. Most likely! Please contact Michele Champion, Outreach Coordinator, at mchampion@camft.org to work out details. Partnering together for these types of events is a great way to reach out to the local community!


I.     COVID-19 updates
II.    Handouts for Chapter Leadership Conference Presentation
III.   Chapter Responsibilities
IV.   Course Topic – Scope of Practice (What is acceptable/unacceptable)
V.    Citations
VI.   Course Educational Goal(s)
VII.   Course Measurable Learning Objectives (Examples)
VIII.  Course-Syllabus (What it needs to contain)
IX.    Annual Renewals and Annual Reports
X.    CEPA Resources & CAMFT Staff


I. COVID-19 updates

  • The CEPA Department can only take payments via credit card right now
  • Please submit your Annual Fee Form and your Three-Year Applications electronically. Then call in with your credit card after sending (858-429-7509)
  • These forms and payment will soon be available online – watch for the important email
  • When the person who’s in charge of your education programs changes, please notify the CAMFT CEPA department in writing at cepa@camft.org within 15 days of the change

II. Handouts for Chapter Leadership Conference Presentation

III. Chapter Responsibilities

CAMFT approves the Provider (Chapter) not the Course.

The Provider (Chapter) approves the Course:

Chapters must require the following from potential Presenters:

A. Course Proposal that must contain:

  1. Scope of Practice Identified
  2. Citations
  3. Measurable Goals and Objectives
  4. Course Syllabus

IV. Course Topic – Scope of Practice


  1. Aspects of the discipline that are fundamental to the understanding or practice of marriage and family therapy, clinical social work, professional clinical counseling, and educational psychology;
  2. Aspects of the discipline of marriage and family therapy, clinical social work, professional clinical counseling, and educational psychology in which significant recent developments have occurred;
  3. Aspects of other disciplines that enhance the understanding of the practice of marriage and family therapy, clinical social work, professional clinical counseling, and educational psychology; and
  4. Courses related to the diagnosis, assessment, and treatment of the client population being served; or
  5. Be related to ethical, legal, statutory or regulatory policies, guidelines, and standards that impact each respective practice

Not Acceptable:

  1. Course title suggests the focus is not on consumer protection, legal, ethical or clinical practice
  2. The course is geared solely toward the therapist’s self-care
  3. Course pertains solely to the therapist’s finances
  4. The course relates solely to the marketing of the.therapist’s practice
  5. Course focused exclusively on how to build a practice

While such courses may be valuable to the therapist/ attendee, it does not meet the regulations.

V. Citations

  1. Citations/references must be provided to demonstrate the knowledge base(s) being utilized as the foundation of the training.
  2. Must have at least three sources
  3. Must be in APA Format  https://apastyle.apa.org/learn/tutorials/basics-tutorial

VI. Course Educational Goal(s)

  1. A Goal is a statement of the intended general outcome of a program, and describes a more global learning outcome.
  2. Educational Goals are general statements of what the program intends to accomplish and broadly describe the kinds of learning the provider hopes participants will achieve—they describe learning outcomes and concepts in general terms.
  3. More general educational goals usually reference overall professional growth, improved sophistication, or greater clinical skills, which would occur later (after the workshop) in a therapists' future clinical work.
  4. Another way to define an Educational Goal is to formulate it as a statement and include an action verb and the competency required by the graduates of a program or a course.
  5. Example: Course title: Child Abuse and Maltreatment Educational Goal: Increase knowledge of child abuse and maltreatment to include specific types, risk factors for abuse, and protective factors for abuse.

VII. Course Measurable Learning Objectives

Example of Inappropriate Learning Objective: "Participants will grow as clinicians through learning emotional catharsis therapy."

  • Condition- There is no specific situation presented
  • Behavior- The mechanism for the learning is not identified
  • Criterion- No specific components, issues, tools, etc. are named(this is very general and more suited for an overall educational goal rather than as a learning objective)

Example of a Rewritten Learning Objective: "Participants will identify two perspectives and three interventions from emotional catharsis therapy through didactic and experiential learning in the training for dealing with highly stressed clients."

  • Condition- for dealing with highly stressed clients
  • Behavior- therapy through didactic and experiential learning in the training
  • Criterion- participants will identify two perspectives and three interventions from emotional catharsis therapy Checklist for Writing a Specific Instructional Objective:
  • Begin each statement of a specific learning outcome with a verb that specifies definite, observable behavior.
  • Make sure that each statement meets all three of the criteria for a good learning objective: observable behavior, the conditions under which the student will be expected to perform, and the criteria to be used for evaluation of the participant's performance.
  • Be sure to include complex objectives (appreciation, problem-solving, etc.) when they are appropriate.

Learning Objective Areas and Words to Use: Example- "When dealing with a depressed client, the participant will be able to _________"

  • KNOWLEDGE: recall, identify, recognize, acquire, distinguish
  • COMPREHENSION: translate, extrapolate, convert, interpret, abstract, transform
  • APPLICATION: apply, sequence, carry out, solve, prepare, operate, generalize, plan, repair, explain
  • ANALYSIS: analyze, estimate, compare, observe, detect, classify, discover, discriminate, identify, explore, distinguish, catalog, investigate, breakdown, order, recognize, determine, outside
  • SYNTHESIS: write, plan, integrate, formulate, propose, specify, produce, organize, theorize, design, build, systematize
  • EVALUATION: evaluate, verify, assess, test, judge, rank, measure, appraise, select, check

When you ask participants if the learning objective was met at the end of the course, they should be able to say, “Yes.” A good trick is to make sure your objective has a number in it. This forces it to be measurable. Below are someexamples that could be used:

  • Participants will be able to identify four key principles of…..
  • Participants will be able to compare three techniques to….
  • Participants will be able to state five reasons that…
  • Participants will be able to analyze four different theories of….

VIII. Course – Syllabus

A. The Course Syllabus must contain:

a) Title, Date & Time

b) Instructor Information

c) General Information/Description

d) Educational Goals

e) Measurable Learning Objectives

f) Outline with Main Points for each topic. Example:

Topic A
Main Point 1
Main Point 2…

Topic B
Main Point 1
Main Point 2…

B. Instructor Qualifications Instructor Resume or CV that meets 2 of the 4 requirements:

Hold a license, registration, or certificate in an area related to the subject matter of the course. The license registration or certificate shall be current, valid, and free from restrictions due to disciplinary action by the Board of Behavioral Sciences or any other health care regulatory agency;

Possess a master’s or higher degree from an educational institution in an area related to the subject matter of the course;

Have training, certification, or experience in teaching subject-matter related to the subject matter of the course; or

Possess at least two years of experience in an area related to the subject matter of the course.

C. Certificate of Completion This comes from the Chapter and must contain the following elements:

Name of the licensee and license number or other identification number;

Course title;

Provider name and mailing address;

Board-recognized approval agency name (CAMFT);

Date of the course;

Number of hours of continuing education credit; and

Signature of the course instructor, provider, or provider designee


D. Evaluations/Summary

This comes from the Chapter and must contain the following elements, covering Goals and Learning Objectives, Course, Instructor, Facilities:

  1. Whether the learning goals and objectives were met;
  2. Course appropriateness to participants’ education, experience, and licensure level;
  3. Effectiveness of the presentation, including use of experiential or active learning;
  4. Relevance to the practice;
  5. Currency and accuracy of the information;
  6. Instructor’s knowledge of the subject matter and clarity of delivery;
  7. Instructor’s responsiveness to participants;
  8. Suitability and/or usefulness of instructional materials; and
  9. Location, facilities, technology, administration of the program.

Evaluation Summary – the summary of evaluations should have ratings or average of each of the evaluation questions specified separately.

E. Promotional Material

  1. The provider’s name and approval number;
  2. The course title;
  3. A clear, concise description of the course content and educational objectives;
  4. A description of the target audience;
  5. The course schedule;
  6. A clear indication of any activities within the course or program that are not offered for continuing education credit (i .e ., meals and other breaks);
  7. The instructor’s name and credentials, including relevant professional degree and discipline, current professional position, and expertise in program content;
  8. The cost of the course, including all fees;
  9. The refund/cancellation policy in cases of non-attendance by the registrant;
  10. Instructions for requesting accommodations for disability;
  11. Instructions for addressing grievances;
  12. A statement of when and how course completion certificates will be awarded; AND
  13. The statement “Course meets the qualifications for hours of continuing education credit for LMFTs, LCSWs, LPCCs, and/or LEPs as required by the California Board of Behavioral Sciences.”
  14. The statement “[insert organization/provider name] is approved by the California Association of Marriage and Family Therapists to sponsor continuing education for [insert the title(s) of the target audience]. [insert organization/provider name] maintains responsibility for this program/course and its content ”

What if all the requirements do not fit onto your promotional flyer or postcard?

It is not always feasible to include all items in promotional materials. In cases where one or more of the required elements is not included in promotional pieces, you can direct people to where it can be found (e.g. Website, phone number, etc.): “full course schedule can be found at www.-------.com” or “grievance policy and instructions for requesting special accommodations can be obtained by emailing -----@------.com”

IX. Annual Renewals and Annual Reports

All Paperwork and Fees must be processed together.

Annual Reports include:

Grievances – were there any grievances and what you did to address them;

All Activity Summary (Date, Title and Brief Summary from all activity);

Fee: $200

First Year and Three Year Applications include:

Approved with Recommendations – what you did to address these recommendations;

How Evaluations were used to Implement Improvements;

Grievances – were there any grievances and what you did to address them;

Submit ONE Continuing Education (CE) course you offered along with:

a) Knowledge Base (Citations);
b) Instructor Resume/CV;
c) Evaluation and Evaluation Summary;
d) Certificate of Completion;
e) Promotional Material;
    · Activity Summary (Date, Title and Brief Summary from 3 highest attended).
    · Fee: $200

X. CEPA Resources

https://www.camft.org/CE-Provider/CE-Provider-Resources Add: CAMFT Staff

Please contact Mary Beth Muro, Program Assistant within 15 days when there is a change of Program Administrator (Education Chair Program Chair, etc.):

Mary Beth Muro
Program Assistant
(858) 429-7509

Tim McMullen,
Program Manager
(858) 429-7536
URL: www.camft.com/CEProvider




Q. 1099 vs Employee: How can I be sure to classify a worker correctly as either staff member, or independent contractor?
A. In April 2018, the California Supreme Court adopted the so-called ABC test for state wage-order claims in Dynamex Operations West v. Superior Court. Under the new analysis, all three of the following factors MUST BE MET for a worker to be properly classified as an independent contractor:

  1. The worker is free from the control and direction of the hiring entity in connection with the performance of the work, both under the contract for the performance of the work and in fact.
  2. The worker performs tasks that are outside of the usual course of the hiring entity's business.
  3. The worker is customarily engaged in an independently established trade, occupation or business of the same nature as the work performed for the hiring entity.

Q. Does California's stringent independent contractor test apply retroactively, or only to new miss classification claims?
A. The 9th U.S. Circuit Court of Appeals withdrew its recent decision on the matter and asked the California Supreme Court to weigh in. Miss classification claims are a frequent source of litigation because employees are entitled to a minimum wage, overtime pay and other benefits that independent contractors don't get. The California Supreme Court adopted a strict employee-friendly independent contractor standard in 2018, and earlier this year, the 9th Circuit held that the test applies retroactively.

Many business groups were unhappy with the decision. Making the test retroactive may subject employers to liability for miss classifying workers as independent contractors even before the test was made law. In a July 22 order, however, the appeals court granted the employer's petition for a rehearing and said it would send the question about retro-activity to the state high court to decide.

Q. Does the ABC test apply only to wage-order claims in California?
A. Yes. Different tests may apply under other state laws.

What do CAMFT chapters do for their Pre-Licensed members?

Here are some ideas from six of our chapters

1. We offer a Pre-Licensed meeting every other month, which includes networking, jobs, and training information as well as a speaker. The speaker discusses a particular modality or topic of interest. We do not charge for the Pre-licensee meetings.

We promote this event at our chapter events, social media, and by email. A local non-profit that the Pre-Licensed board representative works for, allows us to use their meeting space. Since space is limited, we permit only pre-licensees at these events. The Pre-Licensed board representative typically plans these events, assisted by a co-lead/co-chair. The attendees find the speaker, as well as networking and job information the most useful during these get-togethers.

2. Services: We hold gatherings every other month to discuss that latest information/ resources regarding the licensing process. In addition, we provide a support group for those to share their successes and tribulations. We also hold an annual event where we have guest speakers explain the road to licensure. We promote these services through chapter emails, our chapter social media pages (Facebook, Instagram, and Linkedin). We also forward information about our gatherings to local schools.

We do not charge for the bimonthly gatherings. We have charged for the annual event. In previous years, we charged $25 for members and $35 for nonmembers.

Events: We have gatherings at a local coffee shop every other month and an annual Pre-Licensed event. In the past, we have also done webinars with the Therapist Development Center. We have these services promoted through chapter emails and our chapter social media pages (Facebook, Instagram, and Linkedin). We also forward information about our gatherings to local schools.

The bimonthly events take place at a local coffee shop. The annual event takes place at a Country Club, where our monthly chapter meetings are held. The previous Pre-Licensed Representative aids in transitioning responsibilities to the current representative. In addition, the VP of Marketing and Communication aids in promoting the event and consolidating the list of attendees.

We allow for both members and nonmembers to attend the Pre-Licensed events in order to expand chapter outreach and support.

In the past, we have had guest speakers attend the bimonthly gatherings. They are licensed members from the community who speak about their practice and the licensing process. This has been particularly helpful for attendees.

We have also done outreach by addressing a Pepperdine University class to explain the benefits of becoming a member. This has been a helpful way for us to bring more students/trainees into the chapter.

3. We offer events on test taking, self- care, supervision, and possibly on how to begin a private practice. We promote our events via flyer email blast, our chapter website, and word of mouth. The events take place at a Hospice and are free to members. We charge $20-$40 for non-members. The Pre-Licensed representative is the only person in the chapter planning the events. We permit only pre-licensees as a way to promote community and because we focus on issues found in the Pre-Licensed population. The feedback has been about content being helpful and meeting the need for community/support.

4. Services: The services we provide to our Pre-Licensees include an e-tree to share information/services, monthly lunch, directory, and holiday party. We promote these services through Wild Apricot emails and reminders, Facebook, flyers, e-tree, and word of mouth.

Events: We also offer quarterly get- togethers (happy hour or coffee in the park), and a Road to Licensure event. The events usually take place at local businesses, parks, and the local Graduate school. The Pre-Licensed rep and board members assist with planning these events. We do not permit only pre-licensees at these events, because licensed members are typically helping with the events. For Road to Licensure the professors, supervisors, and licensees attend for current info. The attendees find the camaraderie, bonding, networking, and information most useful.

5. Services: We provide discounted membership and discounted tickets to chapter events. We also provide our email list with job posting e-blasts, when people reach out regarding open positions. We promote these opportunities through Email & social media and do not charge.

Events: We offer informal networking events and self-care/community-building activities (e.g. hikes, coffee/tea get-togethers, seeing a topical movie). We also offer professional development events, such as events on law and ethics / test-taking strategies and the CAMFT Road to Licensure event. We began providing digital meet-ups this last year in order for people with questions about private practice to ask an established private practice owner, while networking online (overcoming barriers of traffic and demanding schedules).

We promote these events via email, at our chapter networking events, and on social media pages and groups. We also promote through speaking at local MFT programs.

For more formal professional development events, we typically reserve a community room in an office complex. For informal get-togethers, we try to diversify what part of town we organize the event in, as we cover a large area. In addition, we organize the digital networking events online.

We do not charge for informal networking gatherings, and we try our best to not charge for events, given that many Pre-Licensed members may work in volunteer positions or work multiple jobs. In the past we have charged $10-$25 for the Pre-Licensed professional development events, if renting out space or paying a speaker fee - although that is rare. Most all events are free.

Another events chair helps with overseeing and organizing the Pre-Licensed professional development events. The 3000 Club Co-chair helps with organizing all Pre-Licensed events. For a larger, more formal event, we ask for Pre-Licensed volunteers via email to assist as needed.

We do not only permit pre-licensees at these events. We also permit recently licensed people for a couple of reasons. We have found it helps to have those who have recently gone through the licensure process to speak to what they encountered and encourage Pre-Licensed folks. Additionally, recently licensed members are still in the early stages of their career and can benefit from additional support and informal networking opportunities.

We have received feedback that the more intimate and approachable networking events/activities allow people to form relationships with other professionals. The larger chapter-wide networking events can be intimidating to Pre-Licensees, so this is an informal way for them to connect with and support others going through similar experiences, to have fun and relax, and decrease burnout.

6. We offer our Pre-Licensed members once a month workshops and we promote these through our chapter’s Facebook page and email blasts. We offer Road to Licensure, BBS presentations, test anxiety presentation, etc. at no charge.

The events take place before our monthly workshop, usually on Fridays at 8:30 am – 9:30 am. The chapter’s administrative assistant plans these events and we do permit licensees as well.

The pre-licensees find value in specific topics (e.g. EMDR, play therapy, BBS coming out to answer questions). The feedback from some associates is that they want more information on the road to licensure (e.g. test anxiety, panel of associates answering questions, panel of supervisors answering questions).