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The Case Formulation Approach to Cognitive Behaviour Therapy
The Case Formulation Approach to Cognitive Behaviour Therapy
The Case Formulation Approach to Cognitive Behaviour Therapy

The Case Formulation Approach to Cognitive Behaviour Therapy

Jacqueline Persons

Professionals: $60.00 CAD +tax
Students: $48.00 CAD +tax


Clinicians providing outpatient CBT frequently encounter patients who present with multiple comorbidities, patients who have problems and disorders for which no empirically-supported treatment is available, patients who have idiographic treatment goals, patients who fail to respond to treatment, and other complex and problematic situations.
On January 16th 2024, Dr. Jacqueline Persons delivered a 2-hour webinar on the case formulation approach to CBT that can help clinicians address these situations. This on-demand webinar is a recording of that presentation.

Workshop Outline

The case formulation approach to cognitive behaviour therapy (CBT) calls for clinicians to: 1) develop a cognitive-behavioural formulation of the case, 2) use the formulation to guide the process of setting treatment goals and intervening to help the client accomplish their goals, and 3) monitor the client’s progress in every session, using the progress monitoring data to revise the formulation and intervention plan as needed, in a hypothesis-testing approach to treatment. Dr. Persons will briefly describe each of the elements of the case formulation model, will review ways the formulation approach to CBT helps the clinician solve the problematic situations described above, and will briefly review data that support its use. She will present skills and tools that attendees can use to develop a case formulation and will present cases that illustrate how to use the formulation to test hypotheses and overcome lack of progress and other common problems in treatment.


Learning Objectives

By the end of this workshop, participants will learn: 

  • Ways that a case formulation approach to CBT is helpful to the therapist

  • Rationale and strategies for obtaining a comprehensive Problem List when creating a case formulation

  • How to use the case formulation and the progress monitoring data in aid in clinical hypothesis-testing to solve problems that arise in treatment

About the Presenter

Dr. Jacqueline B. Persons is a practitioner in Oakland, California, and Clinical Professor in the Department of Psychology at the University of California, Berkeley. She is internationally recognized for her writings on case conceptualization in cognitive behaviour therapy. She is also widely regarded as an outstanding model of the scientist-practitioner because of her ability to conduct research on the process and outcome of cognitive behavior therapy in her practice setting. Dr. Persons has published nearly 100 articles and chapters, three books, and co-authored a video training series. She has presented dozens of training workshops around the world on the case formulation approach to CBT. Dr. Persons is a past president of the Association for Behavioral and Cognitive Therapies (ABCT) and the Society for a Science of Clinical Psychology. She received the award for Outstanding Clinician in 2008 from ABCT. She received her Ph.D. in clinical psychology from the University of Pennsylvania in 1979.

Training Modalities

This workshop will include didactic content, exercise of using the formulation to generate intervention ideas to be done via the chat function on Zoom, feedback from participants to the presenter via chat, Q&A.

Who should attend

This event is suitable for practitioners of all levels of experience who provide outpatient CBT for patients who have mood, anxiety, and anxiety-related disorders (OCD and PTSD).

Continuing Education (CE) Credits

Bespoke Mental Health Canada is approved by the Canadian Psychological Association to offer continuing education for psychologists. Bespoke Mental Health Canada maintains responsibility for the program. 
After viewing this workshop, participants have the option to complete an evaluation form in order to be eligible to receive a certificate confirming the number of credits awarded. This certificate will be sent via email. 

Participants who view this workshop as a pre-recorded event will need to complete an additional workshop knowledge quiz in order to be eligible to receive CE credits.

Participants who complete this workshop are eligible to receive 2 CE credits.


Professionals: $60 CAD +tax
Students*: $48 CAD +tax
* Proof of student status may be required in order to qualify for a student rate.

Key References

Persons, J. B., Beckner, V. L., & Tompkins, M. A. (2013). Testing case formulation hypotheses in psychotherapy: Two case examples. Cognitive and Behavioral Practice, 20, 399-409.

Persons, J. B., & Hong, J. J. (2016). Case formulation and the outcome of cognitive behavior therapy. In N. Tarrier & J. Johnson (Eds.), Case formulation in cognitive behaviour therapy (2nd ed., pp. 14-37). London: Routledge.

Persons, J. B., & Tompkins, M. A. (in press). Cognitive-behavioral case formulation. In T. D. Eells (Ed.), Handbook of psychotherapy case formulation (Third ed.). New York: Guilford.

Persons, J. B. (2008). The case formulation approach to cognitive behavior therapy. New York: Guilford Press.

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