CBT: Case Conceptualization and Treatment Planning
Live Event

CBT: Case Conceptualization and Treatment Planning

Wed, Mar 18th, 2026
11:00am – 2:15pm US Eastern Time

Conference Details

CBT Foundations Series (3/4, 3/11, 3/18 & 3/25)
March 4 – 25, 2026 See agenda for times
Up to 12 CE hours available
4 Sessions

About the Event

CBT is most effective when interventions are guided by a comprehensive, individualized case conceptualization. In this session, participants will learn how to formulate presenting problems from a Cognitive Behavioral perspective and translate these formulations into structured treatment plans. Attention is given to aligning interventions with client goals and motivation for change, ensuring that techniques are introduced thoughtfully and strategically.

Live Event This is a live online event. It will be conducted via Zoom Webinar.

Live Event Instructor

John Ludgate

John Ludgate

John Ludgate, Ph.D. is a licensed psychologist, who has worked as a psychotherapist for more than 30 years and specializes in treating mood, anxiety, relationship, and psychosexual disorders. As well as having an active clinical practice, he is involved in training and supervision in CBT. Dr. Ludgate has written numerous journal articles and book chapters in the field of Cognitive Behavior Therapy for Anxiety and Depression, most recently contributing a chapter on Relapse Prevention to the Handbook of CBT (2021) published by the American Psychological Association. He has presented many seminars and workshops on cognitive behavioral approaches, both nationally and internationally.

Target Audience

This live interactive webinar is intended for behavioral health professionals, including Psychologists, Social Workers, Counselors, MFT's and Addiction Professionals.

Learning Objectives

After taking this activity, you should be able to:

  1. 1 Conceptualize clinical cases using a Cognitive Behavioral framework.
  2. 2 Formulate client presenting problems and treatment goals using a CBT-based case formulation template.
  3. 3 Design CBT treatment plans that align interventions with individual case conceptualizations and client motivation for change.

Disclosure to Learners

CE Learning Systems adheres to the ACCME's Standards for Integrity and Independence in Accredited Continuing Medical Education. Any individuals in a position to control the content of a CE activity – including faculty, planners, reviewers, or others ― are required to disclose all relevant financial relationships with ineligible entities (formerly known as commercial interests).

The following relevant financial relationships have been disclosed by this activity's planners, faculty, and the reviewer:

Planners and Reviewers

The planners of this activity have reported that they have no relevant financial relationships.

Faculty

There are no known relevant financial relationships to disclose.

Course Creator

John Ludgate, Ph.D. – None to report

Commercial support

There is no commercial support for this distance-learning course.

Use our CE Approvals tool to look up your state requirements and how can help you meet them, or log in to your member account to show approvals relevant to your licensure.

Joint Accreditation (JA)

3 Psychologist CE credit hours General
3 Social Worker CE credit hours Clinical
Eligible until Mar 25th, 2026
In support of improving patient care, CE Learning Systems, LLC, is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.
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American Psychological Association (APA)

3 CE credit hours
Eligible until Mar 25th, 2026
Continuing Education (CE) credits for psychologists are provided through the co-sponsorship of the American Psychological Association (APA) Office of Continuing Education in Psychology (CEP). The APA CEP Office maintains responsibility for the content of the programs.
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Association of Social Work Boards (ASWB ACE)

3 CE credit hours
Eligible until Mar 25th, 2026
As a Jointly Accredited Organization, CE Learning Systems LLC is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Organizations, not individual courses, are approved under this program. Regulatory boards are the final authority on courses accepted for continuing education credit. Social workers completing this course receive 3 continuing education credit(s).
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National Board for Certified Counselors (NBCC)

3 CE credit hours
Eligible Mar 18th, 2026 — Mar 25th, 2026
CE Learning Systems has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 5951. Programs that do not qualify for NBCC credit are clearly identified. CE Learning Systems is solely responsible for all aspects of the programs. 3 NBCC hour(s) awarded.
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NAADAC, the Association for Addiction Professionals (NAADAC)

3 CE credit hours
Eligible Mar 18th, 2026 — Mar 25th, 2026
This course has been approved by CE Learning Systems, service provider of Impact CE, as a NAADAC Approved Education Provider, for educational credits. NAADAC Provider #192243, CE Learning Systems is responsible for all aspects of their programming.
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NAADAC Approved Education Provider

Florida Certification Board (FCB)

3 CE credit hours
Eligible Mar 18th, 2026 — Mar 25th, 2026
Impact CE, a service of CE learning Systems, is approved by the Florida Certification Board (FCB) to offer continuing education programs (Provider # 5069A).
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Missouri Credentialing Board (MCB)

3 CE credit hours
Eligible Mar 18th, 2026 — Mar 25th, 2026
AddictionCounselorCE is an approved provider of the Missouri Substance Abuse Professional Credentialing Board (Provider #101). AddictionCounselorCE maintains responsibility for this course and its contents.
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New York Education Department Board of Social Work

3 contact hours
Eligible Mar 18th, 2026 — Mar 25th, 2026
CE Learning Systems, LLC, (d/b/a impactce.com) is recognized by the New York State Education Department's State Board for Social Work as an approved provider of continuing education for licensed social workers. Provider #0060.
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New York Education Department Board of Mental Health Counseling

3 CE credit hours
Eligible Mar 18th, 2026 — Mar 25th, 2026
CE Learning Systems, LLC (d/b/a impactce.com) is recognized by the New York State Education Department's State Board for Mental Health Practitioners as an approved provider of continuing education for licensed mental health counselors. #MHC-0072.
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New York Education Department Board of Psychologists

3 CE credit hours
Eligible Mar 18th, 2026 — Mar 25th, 2026
CE Learning Systems, LLC, (d/b/a impactce.com) is recognized by the New York State Education Department's State Board for Psychology as an approved provider of continuing education for psychologists, # PSY-0016.
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New York Education Department Board of Marriage and Family Therapy

3 CE credit hours
Eligible Mar 18th, 2026 — Mar 25th, 2026
CE Learning Systems, LLC (d/b/a impactce.com) is recognized by the New York State Education Department's State Board for Mental Health Practitioners as an approved provider of continuing education for licensed marriage and family therapists #MFT-0045.
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Virginia Certification Board (VCB)

3 CE credit hours
Eligible Mar 18th, 2026 — Mar 25th, 2026
Virginia Certification Board educational provider # 106
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Event Agenda

Agenda times are listed in US Eastern Time. That is 3 hours later than US Pacific Time. The event starts at 8:00am US Pacific Time.

11:00-11:30 AM - Cross sectional conceptualization
11:30-11:45 AM - Setting appropriate treatment goals
11:45-12:00 PM - Problems in conceptualization
12:00-12:30 PM - Assessing motivation to change

12.30-12:45 PM - Break

12:45-1:15 PM - Longitudinal conceptualization
1:15-1:45 PM - Decision-making regarding interventions and strategies based on treatment goals
1:45-2:00 PM - How to use conceptualization to facilitate therapy

2.00-2:15 PM - Q&A/Closing

Policies

If a grievance arises pertaining to your participation in our continuing education activities, please contact our support team immediately. See our full grievance policy for more information.

ADA accommodations will be made in accordance with the law; please indicate your special needs when you register by contacting us.

Live event registration purchases are not eligible for a refund, but can be transferred to a different event. Please contact our support team for assistance with changing your registration.

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If you need to cancel your registration for a webinar, please contact our support team for assistance prior to the event. Please note our refund policy, above.

If the activity must be cancelled by the provider, all attendees will receive an email notifying them of the cancellation. The email will also provide details about transferring the registration to another educational activity or receiving a refund of the registration fee. As always, you can contact our support team if you have questions or concerns.

Frequently Asked Questions

Once you register, you'll receive an email with the link and instructions to join the live event. The event will be hosted via Zoom Webinar. You may test your Zoom connection prior to the event at the Zoom Test page We recommend logging in 10-15 minutes early to be sure your connection is ready.

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