Live Interactive Webinar
Interactive Synchronous Distance / Live Interactive Webinar
Date & Time: Tuesday, June 30, 2026 at 7:00 PM – 8:30 PM EDT
Format: Hosted in Preferra Learn LMS / Zoom Integrated
Continuing Education: 1.5 CE Ethic Hours
Target Audience: Social Workers
Good, solid, complete, and up-to-date documentation is one of the most crucial risk management tools available to social work professionals.
Social workers must document all interactions with their clients. They should also record exchanges with colleagues, supervisors, or any other third parties that could impact their professional practice, in accordance with the profession’s Code of Ethics.
In addition to proper documentation, social workers must understand how to maintain records, including storage options, client access, and compliance with their state’s statute of limitations, when applicable.
This 90-minute, live, interactive webinar will provide actionable information and guidance that participants can implement immediately in their current practice setting.
Only Attendees of this live webinar will receive CE credit!
New to Preferra Learn? Click “Sign up” to create your profile and gain access to registration, event materials, and additional resources.
Webinar capacity: 1000 attendees. Registration closes at 9:00 PM EDT the day before the webinar or when maximum capacity is reached.
Course Interaction: This live webinar takes place on Preferra Learn’s Learning Management System / Zoom integrated, and is fully interactive. Attendees may ask and answer questions throughout the presentation and participate in instructor-led discussions.
If you don’t have an online profile with us, please create one to access registration, materials, and resources. (See the Sign Up button in this page's "Getting Started" section.)
If you have any questions, contact us at [email protected] or 240-858-1112 (AI Receptionist). We will be sure to respond within 48 hours.
Learning Objectives
After the webinar, participants will be able to:
- Create or revise their documentation and recordkeeping protocols to ensure client data is complete, up to date, and structured to identify and address areas of risk.
- Develop or revise recordkeeping policies and procedures to ensure compliance with state regulations and confidently respond to records requests from clients and third parties.
- Make informed decisions about using artificial intelligence to automate client notes by understanding the importance of training, accuracy, confidentiality, regulatory compliance, and security.
Course Completion & CE Information
Social workers must attend the entire webinar and complete a course evaluation to receive CE credit.
All states accept ACE providers except New York.
New York does not accept ASWB ACE provider or course/conference approval. Preferra is in the process of applying for approval as a Continuing Education Provider for LMSWs and LCSWs in New York.
Even when a social work board accepts courses offering ASWB ACE credit, licensees are responsible for determining whether courses meet the CE requirements in their jurisdictions. States and provincial regulatory boards have the final authority to determine whether any individual course may be accepted for credit.
For more information visit: https://www.aswb.org/licenses/ace-approved-continuing-education/
Webinar Instructors
Tim Davis
Emily Donovan
