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Building the Base: CRM® Intake, Psychoeducation and Early-Phase Clinical Work


Trainer: Lisa Schwarz, M.Ed, Creator & Developer of CRM®

Dates: May 1 - 3 2026

Time:

Friday: 4:00 - 9:00pm EST

Saturday & Sunday: 11:00am - 8:00pm EST (Eastern Standard Time)

Location: Live Streaming on Zoom

Investment: $600

 

Starting CRM® with a client requires nuance, attunement, and clinical creativity—qualities often missing from traditional psychotherapy frameworks. Standard intakes and rigid assessment structures, which focus on diagnosis rather than the person, can inadvertently trigger or overwhelm clients before the work truly begins.

In this immersive 2.5-day training, you’ll learn how to weave history-taking, psychoeducation, internal resourcing, mapping, and relational attunement into a co-creative process tailored to each client. Slow is fast: moving deliberately in the early phase builds a stable foundation, while rushing—driven by urgency from therapist or client—can create blocks and bypass key processes.

Through case examples and step-by-step guidance, you’ll gain practical skills to launch CRM® with clarity, creativity, and precision—meeting clients where they are, supporting regulation, and setting the stage for deeper, lasting transformation.

 

Prerequisites: Level 1 The Foundations of CRM® Training (formerly titled CRM® Basic Training).

Requirements: CRM® Trainings are intended exclusively for professionals who are trained, licensed mental health professionals (i.e., counselors, psychotherapists, psychologists, psychiatrists, community psychiatric nurses, etc.). By signing up for the training, you will confirm that this applies to you. If you are currently a student and interested in attending a CRM® training, you are welcome to join us upon receiving your license to practice; however, no active students are qualified to attend a CRM® training. You must participate in all aspects of training, including practice time, and be present throughout the entire training to qualify as having completed the course.

Payment Plans: For those in the U.S. who want a payment plan, there is a ‘Buy Now, Pay Later’ option through PayPal, which is available to you during the checkout process.

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April 17

CRM®: Case Conceptualization and Treatment of Severe Dissociative Disorders

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May 8

CRM® with Adoption, Parental Bonding and Foster Care