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

Part of: CBT Foundations Series (3/4, 3/11, 3/18 & 3/25)

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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.

Minnesota Certification Board (MCB)

3 CE credit hours
Eligible until 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).
More Info

Florida Certification Board (FCB)

3 CE credit hours
Eligible until 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).
More Info

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.

  • This is a live event, hosted via Zoom Webinar. you may be prompted to download or upgrade your Zoom app if using a mobile device. A strong WiFi/internet connection will be required for best quality.

  • We recommend clicking your "Join Webinar" button early and checking that your speakers are on before the event begins. Please do not worry about being seen or heard! Attendee video feeds and mics are turned off by default when entering a webinar. You will be able to ask questions via the Q&A feature. You may test your Zoom connection prior to the event at the Zoom Test page .

  • Please respect that no copying, recording, or distribution of live session content is allowed.

We report all course and event completions to CE Broker. If your licensing board uses CE Broker for CE tracking, please be sure to enter your correct license information in your account.

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.

Most live events are recorded and made available to registered participants for a limited time after the event. Check your event materials for specific details about recording availability.

Certificates for live events are typically available within shortly after the event concludes, as soon as attendance verification is completed. You'll receive an email notification when your certificate is ready to download.

If the event is recorded, you may be able to access the recording after the live session. Contact support for information about makeup options for your specific event.

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