Sure Bet Three - Effective money management strategy and quality mental health principles often work together when discussing any issue connected to smart financial living; but with gambling disorder, there are additional unique challenges that clinicians should consider for more effective treatment outcomes. Specifically speaking, money is often over-valued and considered the “drug” by those who suffer from this behavioral addiction disorder. This distorted thinking can complicate the most basic budgeting & financial-based decision-making activities essential to an overall healthy and balanced lifestyle. Learn more about these unhealthy thinking patterns and the different techniques to utilize when working with those experiencing problem gambling behaviors. Also, gain an overall understanding of what healthy money management principles look like and how to apply them in your sessions with clients and their families.
Participants will be able to:
Identify a set of tools that can help support them in working with individuals to create a "healthy" relationship with money, improving client outcome.
Recognize strategies used by peer-based gambling addiction programs to develop budgets and address gambling debts.
Identify the importance of financial budgets and restitution plans in the treatment of gambling disorders.
Address cognitive distortions related to money and financial beliefs.
Utilize various tools to create and maintain financial accountability with clients in treatment.
Identify key financial issues to address in family counseling around problem gambling.
Discover strategies for financial asset protection planning with families addressing problem gambling.
Mental health professionals including psychologists, clinical social workers, licensed clinical mental health counselors, marriage and family therapists, addictions counselors, pastoral counselors, school counselors, clergy, school administrators, recreational therapists, peer support specialists and all those interested in learning about problem gambling.
Format and Times:
The Sure Bet Three training is being offered live via Zoom platform. The training will occur over 2 days. Each day will be 3 hours and 15 minutes. The extra 15 minutes will be used as a break within the training session.
$10 registration fee for the two-day event. Pre-registration is required, and registration fees are due on or before the program date unless your organization is paying the fee as authorized by your supervisor. Fees will be donated to the NCPG Program.
Participants may request a refund up to 2 weeks prior to the first day of the training.
Sure Bet Three Agenda
8:15A M-8:25 AM Open & Introductions
8:25 AM-9:45 AM Creating a healthy relationship with money
9:45 AM-10:00 AM Break
10:00 AM-11:20 AM Pressure Relief & Peer-based perspective on finances
11:20 AM-11:30 AM Closing Discussions
8:15 AM-8:25 AM Open & Introductions
8:25 AM-9:45 AM Task-oriented financial counseling approaches in treatment
10:00 AM-11:20 AM The family, problem gambling and finances
The University of North Carolina at Chapel Hill School of Social Work has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 6642. Programs that do not qualify for NBCC credit are clearly identified. The University of North Carolina at Chapel Hill School of Social Work is solely responsible for all aspects of the programs. 6 contact hours
This course has been approved by the North Carolina Addiction Specialist Professional Practice Board for 6 SS contact hours.
The University of North Carolina at Chapel Hill School of Social Work is an Approved Provider by the National Council on Problem Gambling, NCPG CEU Approved Provider Number 08/801. 6 contact hours.
Brian is a Financial Services Guru with more than two-decades experience building high-end financial advisory organizations and turning teams around. He has not only coached, trained, and supported over 1000 advisors during time in career, but also consistently achieved ‘Top Advisor Retention Leader’ and ‘Top Recruiter’ awards multiple times in a row. Before he entered the world of finance, Brian served as a flight paramedic with the US Army Reserve and two SWAT teams.
With a deep curiosity and a motto of “Do not get caught up in how it looks, have it turn out,” Brian brings a unique set of skills to product design and development at Syntoniq.
Brian studied at The University of Montana where he obtained a bachelor’s degree in microbiology in 1998.
As a serial entrepreneur and financial services leader/managing principal he has led teams at Fortune 100 and boutique firms while in parallel, led or been a part of multiple c-suite teams at various tech and fintech firms, with his first foray into tech in 2000 with Speaklink, a leading VoiceXML startup; his very first venture though was an investment property company at 19 which reached a 2.3 MM valuation in three years.
Brian is a Senior Mentor with Founder Institute NYC, Seattle & Zagreb, Croatia, mentoring over 18 cohorts and over 300 Founders during past seven years. He has consistently been rated a Top 3 mentor by founders, five years in a row.
Outside the office, Brian is passionate about giving back. He volunteers his time helping thousands of individuals through workshops focused on financial literacy/vision/goals as well as staying active in LGBT issues by serving on the board of Marriage Equality USA and as the Financial Services Industry Council Chair for NGLCCNY.
Alex De Marco, MASc
Alex De Marco, MASc, is the founder and CEO of MoneyStack. Prior to MoneyStack, he was a Director of Engineering at The New York Times. He has led engineering teams at NYT, JPMorgan, Ericsson, and venture-backed technology startups for more than 17 years. At MoneyStack he leads a diverse team building an online marketplace and collaboration software to make financial advice more accessible to the 99%.
Jody Bechtold, LCSW, ICGC-II, BACC, PC
Jody Bechtold is a highly regarded gambling addiction expert working extensively across the globe with individuals, organizations, and associations. She is the CEO of The Better Institute, a group practice located in Pittsburgh. She is the co-author of The Gambling Disorder Treatment Handbook: A Guide for Mental Health Professionals and 2 chapters in the Social Work Desk Reference v 4 on Gambling and Gaming Disorders, published in 2021. She serves as the Vice President of the board for the International Gambling Counselor Certification Board (IGCCB). Jody holds a master’s degree in social work from the University of Pittsburgh’s School of Social Work and has certifications as a Board-Approved Clinical Consultant (BACC) and Internationally Certified Gambling Counselor Level II (ICGC-II) with the IGCCB. When Jody isn’t working, you can find her providing pet therapy with her dog, Hanna, and supporting her husband’s business, Pittsburgh Guitars. Please email firstname.lastname@example.org or visit www.BetterInstitute.com to contact Jody Bechtold, LCSW, ICGC-II, PC.
Loreen Rugle, PhD, ICGC-II/BACC
Dr. Rugle brings 35+ years of experience in the field of problem and responsible gambling including treatment, prevention, research and responsible gambling to her current positions. She has managed problem gambling programs within the Veterans Administration, in the private sector and within state systems. She has participated in research on brief screening for gambling problems, as well as a broad range of other problem gambling related research projects. She has provided consultation and training on gambling disorder throughout the United States, for the military and internationally. She has also worked as Responsible Gambling Specialist with the North American Association of State and Provincial Lotteries. She is Assistant Professor in the Department of Psychiatry, University of Maryland and Special Projects Consultant with the Maryland Center of Excellence on Problem Gambling. She is the 2019 recipient of the Dr. Robert Custer Lifetime Award for Direct Service awarded by the National Council on Problem Gambling.
Marc Lefkowitz ICGC-II
Marc Lefkowitz has been a certified gambling counselor for over 20 years. He spent over 15 years working for the California Council on Problem Gambling as their lead trainer, facilitating 30-hour gambling certification training as well as presentations on other problem gambling subjects. He received a 25 year award for continuous service on the Council’s Board of Directors.
Marc worked for the UCLA Gambling Studies Program and was part of a team training therapists to treat problem gamblers and their families. He also helped in developing a state-funded gambling inpatient treatment program and an intensive outpatient treatment program. He was outreach coordinator for California's free gambling treatment programs. He taught as an adjunct instructor in 2 community colleges teaching the required materials for gambling counselor certification.
Marc was Program Director for one of the few dedicated inpatient gambling treatment in Prescott, Arizona. As Director he managed staff, created program content, and worked with each individual client. He is currently a consultant in developing residential and outpatient gambling programs.
Marc has extensive knowledge in responsible gaming, creating and facilitating training programs in over 50 casinos, and has trained over 100,000 casino employees.
Marc is a national speaker facilitating problem gambling trainings and workshops on topics including financial recovery, treatment, case management, Gamblers Anonymous, and responsible gaming. He has presented in numerous National Council on Problem Gambling conferences.
In 2012, Marc received California's Lifetime Achievement Award for working with problem gamblers and their families. Personally, he is a recovering gambler with over 37 years of recovery and has extensive knowledge of 12-Step Programs.
Jodie Nealley, M.S.
Jodie has a Bachelor of Arts from St. Lawrence University, a Master of Science in Education from Indiana University and is a graduate of the UMass/Boston Addiction Counselor Education Program. Jodie joined the MA Council on Gaming & Health in the Fall of 2012 where she works as the VSE Recovery & Outreach Liaison.
Her responsibilities include assisting in the delivery of gambling related trainings aimed at capacity building for providers and serving as primary liaison for voluntary self-exclusion follow ups and the telephone recovery support program. Additionally she is responsible for all recovery initiatives and information which include interacting with regional peer recovery centers to raise awareness about gambling disorder, coordinate and develop recovery support resources and services for individuals seeking services, and develop the capacity of key organizations and/or individuals useful to the work of the Mass. Council, especially in the areas of capacity building and recovery support through relationship-building and ongoing communication.
She has spoken on several recovery-oriented panels, been a keynote speaker and published articles for the About College publication and The Wager. She also co-authored chapter in: Responsible Gambling: Primary Stakeholder Perspectives (eds. Shaffer, H., Blaszczynski, A., Ladouceur, R., Fong, D., & Collins, P.).
She participated in the CT Council on Problem Gambling video: Broken and been interviewed for the national podcast: All In: The Addicted Gamblers podcast.
Jodie uses her life experience as a recovering alcoholic and compulsive gambler to raise awareness and compassion wherever possible.
In 2019 she received the National Council on Problem Gambling Jeff Beck Recovery Ambassador award.