Overwhelmed by the IEP process? Unsure how to clearly define your role in the school setting? Apply EBP’s Experts Series is here to help. This four-part course offers practical, real-world guidance from 4 experts on the Individualized Education Program (IEP) process, documentation and conflict resolution.

In Seminar 1, Jen starts the day by explaining the OT, PT, and SLP perspectives on the development of a student’s IEP. You’ll receive guidance and examples on completing parts of the IEP document, such as the Present Level of Performance, Annual Goals, and Progress Reporting, via a case study of a student receiving OT, PT, and Speech services. Level up your collaboration skills in Seminar 2, where Pam will guide you through the 5 Steps of a Collaborative Goal Writing Process. You will get a list of guiding questions and tips for each step, as well as, best practices to ensure each team member can articulate their expertise and feels valued throughout the process. In Seminar 3, Carlo will empower and equip you with effective language and strategies clearly articulating your roles in school-based practice versus in a medical setting. You will receive valuable resources for crafting elevator speeches, developing newsletters for educators, creating parent introduction letters, delivering internal presentations during professional development days, enhancing your evaluation reports, and actively advocating for your role in the student’s educational success during IEP meetings. In Seminar 4, Sue will provide you a positive view and approach to conflict as an opportunity to clarify diverse perspectives, and engage the team in productive problem-solving. You will learn a practical 5-Step Conflict Resolution. You will learn to frame decisions using IDEA, state practice acts, and your professional association’s Code of Ethics.

Leave this course with evidence-informed tools and strategies to help you contribute to the IEP process and document with confidence! See Bonus Tools tab below.

See Bonus Tools tab below. For details about each seminar, see Brochure.

Unable to attend all sessions? Don’t worry! All registrants will also have 60-day access to the on-demand versions of each session.*

*You will receive access instructions for the on-demand versions on the day of the course. These on-demand versions are pre-recorded to ensure superior quality for a smooth learning experience. Pre-recordings deliver clear content free from distractions or technical issues common in live sessions. Please note that as a result, the pre-recorded and live versions may differ slightly. For those attending the live course, your privacy is a priority. Feel confident in participating, knowing that no recordings will be made.

Jennifer Wissinger, PT, DPT served early intervention and preschool children in Columbus, Ohio. She is a Board-Certified Clinical Specialist in Pediatric Physical Therapy with over 15 years of experience practicing in public school districts (preschool through high school), county board of developmental disability programs for adults, home health care, and early intervention.

Pam Stephenson, OTD, OTR/L, BCP, FAOTA has enjoyed working in various interprofessional teams across pediatric settings, including in schools and in early intervention. Pam teaches at Mary Baldwin University in Fishersville, VA, and is the past Chairperson of the AOTA’s Children and Youth Special Interest Section (CYSIS).

Carlo Vialu, PT, MBA is the co-author and co-publisher of www.SeekFreaks.com, an evidence-based online resource for pediatric PTs, OTs, and SLPs. He served as Director of PT for the NYC Department of Education for 9 years, where he oversaw a program with over 700 PTs.

Sue Cecere, PT, MHS is the owner of Sequoia School Based Therapy Solutions, LLC, a consulting company that supports districts, agencies and therapists in the practice of school-based therapy services. Her career spans 25 years in the school based and early intervention practice settings as a service provider and program administrator. She co-authored several APTA fact sheets on school practice issues.

Disclosures: Jen, Pam, Carlo, and Sue receive speaking fees from Apply EBP, LLC. They have no relevant nonfinancial relationships to disclose. Carlo is the co-owner of Apply EBP, LLC.

At the completion of this course, the learner will be able to:

• • • For Seminar 1:
      1. Identify two opportunities for collaboration in the IEP development process.
      2. Identify examples of related service provider’s contribution to two sections in the IEP to support the team and the education of a student with a disability in school.
      3. Select two examples of how a related service provider can address participation through service delivery as part of a team in an educational setting.
    • For Seminar 2:
      1. Identify 2 potential benefits of creating collaborative student goals in school-based practice
      2. Apply 3 strategies to facilitate the collaborative development of student-centered goals in a given case study of a student with disabilities
      3. Determine 2 opportunities for collaborative goals within various contexts of a student’s school function and participation
    • For Seminar 3:
      1. Identify 3 differences between school-based and medical-based OT, PT and Speech services
      2. Apply 3 strategies for explaining the role of school-based OT, PT, and Speech services in promoting a student’s access and participation in their education in given case scenarios
      3. Determine 3 opportunities for explaining the role of school-based OT, PT and Speech service providers to other IEP team members
    • For Seminar 4:
      1. Identify 3 steps that can assist you in resolving conflicts during school team meetings
      2. Determine 3 IDEA considerations that can impact a school-based therapist’s contribution to the IEP process.
      3. Select 3 ethical principles which may impact a school-based therapist when making IEP service decisions.

The times below are in Eastern Time (Note that you may be in a different time zone. Contact Carlo at carlo@applyebp.com if you have any questions or need assistance). For details about each seminar, see Brochure.

• • • 8:30:00 am – 10:00 am: Seminar 1: OT, PT, Speech and Other Related Services’ Role in the IEP Process: The IEP and Me| Jen Wissinger, PT, DPT
    • 10:00 am – 10:15 am: Break
    • 10:15 am – 11:45 am: Seminar 2: 5 Steps of Collaborative Goal Writing: Strategies for Related Service Providers and Educators| Pam Stephenson, OTD, OTR/L, BCP, FAOTA
    • 11:45 am – 12:15 pm: Lunch (on your own)
    • 12:15 pm – 1:45 pm: Seminar 3: Explaining Medical-based vs School-based Services under IDEA: Tips for Sharing Your Expertise in Documentations, Meetings, and PDs | Carlo Vialu, PT, MBA
    • 1:45 pm – 2:00 pm: Break
    • 2:00 pm – 3:30 pm: Seminar 4: Conflict Resolution in IEP Team Decision-Making | Sue Cecere, PT, MHS

To help you apply what you learned the very next day you return to work, you will leave the course with your Practical Toolkit from each of the 4 seminars, which includes:

• • • OT, PT, Speech and Other Related Services’ Role in the IEP Process – The IEP and Me: Resources: IDEA-IEP Quick Links; Checklist: Measurable Annual Goals; Fillable Worksheet: Present Level of Academic and Functional Performance
    • Collaborative Goal Writing: Worksheet: 5 Steps of Collaborative Goal Writing; Resources: Websites and Must-Reads
    • Explaining Medical-based vs School-based Services under IDEA: School-based vs Medical-based Services Slide Deck for presentations; School Newsletters; Start-of-the-Year Parent Introduction Letter; Evaluation Template; Links to Assessment Tools, Videos, and Other Resources
    • Conflicts Resolution in IEP Team Decision-Making – Ethical Considerations; The 5 Practical Steps of Conflict Resolution

Attendees who complete this course will receive a certificate for 6 hours of continuing education training

For OTs and OTAs

• • • Apply EBP, LLC is an AOTA-approved provider of CEUs. You will receive 0.15 CEUs for each seminar in this workshop, for a total of 0.6 AOTA CEUs

For PTs and PTAs

• • • Apply EBP, LLC is an approved provider of CEUs for PTs and PTAs in IL, NM, NY, OK, and TX (APS #: 2403055TX).
    • This course is approved in MD (#2022-78 thru 2/17/2026) and NJ (#2201-64 thru 1/31/26).
    • The seminars in this course are approved for PTs and PTAs in CA.
    • These PT state boards accept approval by other states or AOTA: AK, AZ, DC, DE, FL, HI, IN, KS, KY, MA, MI, MT, NC, ND, OR, PA, RI, SD, TN, UT, VT, VA, WI and WY.
    • These states do not require pre-approval of courses or have no CE requirements for PTs and PTAs: AL, CO, CT, GA, IA, ME, MO, NE, NH, and WA.

For ASHA CEUs

• • • 0.6 ASHA CEUs | Intermediate Level

• • • Partial ASHA CEUs are provided if not all 4 Seminars are completed. Each completed Seminar counts for 0.15 ASHA CEUs.
    • ASHA CE Provider approval and use of the Brand Block does not imply endorsement of course content, specific products or clinical procedures

For Teachers

• • • Apply EBP is an approved sponsor of CTLE for educators in New York State (#23827)

If you would like to obtain CEUs for another state, please email carlo@applyebp.com.

Ticket Prices and Discounts

• • • Early Bird – Group: $199/person – save $60/person if 3 or more from the same organization, community group/network or study group register by October 3, 2025. Register together or separately, indicating at least 2 of your co-therapists who are also registering.
    • Early Bird – Individual: $229/person – save $30/person by registering by October 3, 2025.
    • Full Price – Group: $229/person – save $30/person if 3 or more from the same organization, community group/network or study group register starting October 4, 2025. Register together or separately, indicating at least 2 of your co-therapists who are also registering.
    • Full Price: $259/person – available starting October 4, 2025.

Purchasing Tickets

Select on the ticket type below. Enter required information. Select to pay via Credit Card or by PO.

• • • Pay via Credit Card: You are registered instantly!
    • Pay via Purchase Order: Register and select “Purchase Order” as form of payment. At the end of your registration, click on “View/Print Invoice” to download a copy of the invoice that you can share with your employer. Send your Purchase Order and/or request for Apply EBP’s W9 to vicki@applyebp.com.

Cancellation Policy

Registrants may cancel up to 14 days prior to the course for a refund minus a $75 administration fee. There is no cancellation less than 14 days prior to the course; you can find a substitute or use your registration to attend a future Apply EBP course. There is no cancellation or substitution after you have received any course material; you can use your registration to attend a future presentation of the same course. Email applyebp@gmail.com to request to cancel. Apply EBP reserves the right to cancel a course up to 14 days prior to the course due to insufficient registration, with a full refund to registrants. Please do not arrange non-refundable travel arrangements until 13 days prior to the course, as Apply EBP is not responsible for such expenses.

Accommodation Request

Email or call 2 weeks prior to the course with requests for accommodation.

Complaints Resolution

We welcome all feedback. Please email or call us if you have any complaints so that we may work with you towards a resolution.

Contact Info:

Carlo Vialu

carlo@applyebp.com

646-269-9039

Live Online via Zoom

You will receive an email 2 days prior to the course date with Zoom invitation and course materials. Please check your spam folder if you do not see an email  2 days prior to the course. Contact vicki@applyebp.com if the email is not in your spam folder.

*You will receive access instructions for the on-demand versions on the day of the course. These on-demand versions are pre-recorded to ensure superior quality for a smooth learning experience. Pre-recordings deliver clear content free from distractions or technical issues common in live sessions. Please note that as a result, the pre-recorded and live versions may differ slightly. For those attending the live course, your privacy is a priority. Feel confident in participating, knowing that no recordings will be made.