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Caron New York
244 East 58th Street
New York, NY 10022
Working Successfully
with High Net Worth
& Prominent Clients
Cultural Competency,
Clinical Insight, & Ethical Concerns
A Professional Symposium for Clinicians
Friday May 8, 2015
7:30 am – 12:30 pm
Who should attend? Social workers, psychologists,
counselors, addiction specialists, psychiatrists, marriage
and family therapists
7:30 am Registration/Breakfast
7:45 am Welcome
Todd Whitmer, Caron Regional VP, NYC
7:45 – 8:30 am
Cultural Competency and Vulnerabilities
in Working with Clients of Privilege or Fame
presented by Paul Hokemeyer, JD, Ph.D.
8:30 – 9:15 am
Understanding and Treating High-Functioning Alcoholics
presented by Sarah Allen Benton, MS, LMHC, LPC
9:15 – 10:00 am
How to Guide High Net Worth Individuals and Families
into Recovery and Treatment
presented by Sam Dresser and Doug Lyons,
Principles, Clere Consulting
10:00 – 10:15 am Break
10:15 – 10:45 am
Family Restructuring: Healing the Entire System
presented by Bradley F. Sorte, MSW, MBA
10:45 – 11:30 am
Success as a Risk Factor for Substance Abuse and
Co-occurring Disorders: How to Intervene
presented by Timothy Benson, MD
11:30 am – 12:30 pm
Panel response including all morning speakers,
and Questions & Answers
Close and awarding of CEU certificates
Agenda
Symposium Overview
About Caron Ocean Drive
CaronNewYork
244East58thSt.
NewYork,NY10022
CEs available for this event – 3.5 Hours
Caron Treatment Centers is approved by the American
Psychological Association to sponsor continuing education
for psychologists. Caron Treatment Centers maintains
responsibility for this program and its contents.
Sponsored by Caron Treatment Centers
Co-sponsored by Clere Consulting
Individuals with mental health, substance abuse and
co-occurring disorders need competent and expert
care. Caron Treatment Centers recognizes that clients
with high net worth and/or prominence who suffer with
these illnesses are in a uniquely vulnerable position and
require a culturally competent and highly specialized
team of caregivers in the treatment process. From the
initial presentation of behavioral problems, referral to
appropriate treatment systems and ethical partnering
with family members, employers, professional wealth
managers and even public affairs representatives, the
challenges of clinical and fiduciary competency are
great. How can professionals who work with this unique
cultural group stay objective and focused on the right
outcome for their clients?
The goal of this symposium is to establish a framework
of cultural competency and describe standards of care
that reach the core issues and unique vulnerabilities of
individuals with wealth and prominence. As the oldest
and most respected leader in the field of substance
abuse treatment and co-occurring disorders, Caron has
invited experts in the treatment and consulting fields to
share in a day of learning and collaboration. Attendance
will be limited.
Ocean Drive is a state-of-the-art treatment program
located on the Gold Coast of Florida providing treatment
for individuals and their families for addiction and other
disorders. Our empirically based treatment interventions
are individually tailored for our patients' unique needs
and life circumstances and are implemented in a
discrete and supportive environment.
Dr. Paul Hokemeyer, J.D., Ph.D.
is the Senior Clinical Advisor to
Caron Renaissance Ocean Drive
in Boca Raton, Florida, the nation’s
premier elite addiction treatment
program. A licensed marriage and
family therapist, he is an interna-
tionally recognized expert on the
psychological and emotional issues
that arise among people of wealth,
power, and celebrity. He contributes regularly to a variety of
media outlets as an on-air expert, and is a member of the
Dr. Oz Show panel of experts and a FOX News Analyst.
He has also appeared on Good Morning America, The
Today Show, CNN’s Prime News, The Wall Street Journal
Live, CNBC, and Al Jazeera America. Dr. Hokemeyer is
quoted regularly in print and online media, including The
New York Times, The Wall Street Journal, CNN.com, The
Washington Post, WebMD and The Los Angeles Times to
name a few. His own research on wealth, power, and celeb-
rity has been published in Lambert Academic Press, The
Journal of Wealth Management, Addiction Professional,
and Family Therapy Magazine.
Dr. Hokemeyer is based in Malibu, California and
Manhattan. He served on the Board of Directors of the
New York Association of Marriage and Family Therapists, is
a Clinical Member of the American Association of Marriage
and Family Therapists, and is also a certified Clinical
Trauma Professional. A former attorney, judicial law clerk,
and law review editor, Dr. Hokemeyer holds a B.A. in eco-
nomics, an M.A. in clinical psychology, a Ph.D. in psychol-
ogy, and a doctorate in law (J.D.).
Sarah Allen Benton, MS,
LMHC, LPC, is a therapist at
Insight Counseling, specializing in
outpatient adolescent/young adult
addiction and mental health ser-
vices, behavioral health and family
clinical care for clients of all ages in
Ridgefield, Connecticut. She is also
Co-Owner of Benton Behavioral
Health Consulting, LLC. Sarah
was formerly a Primary Therapist
at Turning Point Extended Care
Program for Addiction and Mental Health in New Haven,
Connecticut and as a therapist at McLean Hospital in
the McLean Brook Transitional Living Program for Dual-
Diagnosis. She is author of the book Understanding the
High-Functioning Alcoholic, a highly acclaimed work about
addictions becoming masked by professional success and
About the Presenters
privilege. Sarah has been featured in the New York Times
and has appeared on The Oprah Winfrey Show, CBS Early
Show and NPR. She has presented in many venues includ-
ing the Harvard Addiction Conference, Harvard Medical
School and physician, nurse and dental assistance program
conferences.
Bradley F. Sorte, MSW, MBA,
Primary Therapist, Caron Ocean
Drive, holds a Masters of Social
Work degree and a Masters of
Business Administration degree
from Florida Atlantic University,
a Bachelor of Arts degree in
Psychology from Rice University
and a Bachelor of Science de-
gree in Legal Studies from Kaplan
University. Prior to joining Caron Ocean Drive, Brad
worked as a family therapist at Caron Renaissance since
2011, where he facilitated daily group sessions with
current patients, family workshops and the Residential
Family Restructuring Program. Prior to his work at Caron
Renaissance, Brad worked as a therapist at The Watershed
of the Palm Beaches. Brad has a passion for looking at
the entire family system when helping a patient heal from
addiction.
Sam Dresser has more than 20 years
of experience as a Licensed Alcohol
and Drug Counselor and also holds a
Master’s in Business Administration.
He has presented nationally and
internationally to financial and business
leaders serving family enterprises. He
is a key advisor to many top family
business consultants, family office professionals, and their
clients impacted by substance abuse and mental health
issues. He works closely with Clere’s clients to create
tailored, evidenced based long-term strategies and best
practices that yield results.
Sam founded Clere Consulting with Doug Lyons after
15 years with the Hazelden Foundation. There he led
and executed several key strategic initiatives including
the design and implementation of Hazelden’s first EMR,
followed by the pioneering MORE Program®
.
Sam did his undergraduate work at St. Olaf College and
Bethel University and received his MBA from the University
of St. Thomas. He is a Hazelden-trained addiction
professional; a Family Firm Institute trained family business
advisor, and a former Clinical Director at Hazelden.
Sam founded Clere to help families and their advisors
successfully engage in long-term solutions that engage and
move the wider family-business-financial systems towards
a supportive foundation for wellness.
Douglas Lyons, B. A., C.A.D.C.II
is Co‑Owner of Clere Consulting.
Doug is a Certified Alcohol and
Drug Counselor and served nearly
16 years at Hazelden Springbrook.
Doug chaired Hazelden
Springbrook’s Clinical Leadership
Team and Co-Chaired Hazelden’s
National Chemical Dependency
Team. He served as the Evaluation Coordinator at
Hazelden Springbrook where he became an expert at the
evaluation of physicians, high profile public figures, and
other professionals. Doug has conducted education and
interventions for over 18 years. After leaving Hazelden in
2007, he served for over two years as a family wealth advi-
sor with MCS Financial Advisors, assisting client families
with the complexities of addiction and behavioral disorders.
Doug has presented on the subject of addiction to multiple
national and international audiences including The Family
Firm Institute’s International Conference in Chicago, The
Hazelden Foundation's Lecture Series in Minnesota, and
in 2012, Doug was invited by The Family Firm Institute to
speak again in Brussels, Belgium.
Dr. Timothy Gerard Benson is
a clinical instructor in psychiatry at
Harvard Medical School. In his private
practice he specializes in treating
elite athletes and high achievers in
business and academia. He is author
of Surviving Success: 7 Critical
Skills Needed to Thrive under the
Pressures of the Athletic, Academic
& Professional Spotlight released in February 2015,
and is currently a best seller on Amazon. Dr. Benson
pursued his dream of becoming a doctor by accepting a
Dean’s scholarship at the University of Rochester, School
of Medicine. After a residency at the Massachusetts
General Hospital/McLean Hospital he served as the Chief
Resident of Addictions. He was also the Medical Director
at McLean Brook and has served a term on the American
Psychiatric Association’s Council of Addictions. His
areas of expertise are in addiction treatment and fostering
resilience in athletes and entrepreneurs. His presentations
include: “Million Dollar Athletes: Psychological
Development, Vulnerabilities and Resilience” and “Treating
High Achievers: Essentials for Surviving Success”. He
has been an invited discussant at Harvard Business
School and Wharton School of Business to address
the psychological dynamics of being the first in the
family to reach certain social, economic and educational
milestones.
Registration fee: $35
Includes breakfast, CEs and materials.
To register online, please visit:
www.caron.org/nyc-symposium
Name: _____________________________________
___________________________________________
Credentials: _________________________________
___________________________________________
Company: __________________________________
___________________________________________
Address: ___________________________________
___________________________________________
___________________________________________
Daytime Phone: ______________________________
Email: ______________________________________
Professional License #: _______________________
Checks can be made payable to:
Caron Treatment Centers
Please submit payment & registration form to:
Caron New York
244 East 58th Street
New York, NY 10022
For more information or help with registration
please call Gjyste Camaj at 610-743-6160.
Registration

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May 8 2015 - Working Successfully With High Net Worth Clients

  • 1. Caron New York 244 East 58th Street New York, NY 10022 Working Successfully with High Net Worth & Prominent Clients Cultural Competency, Clinical Insight, & Ethical Concerns A Professional Symposium for Clinicians Friday May 8, 2015 7:30 am – 12:30 pm Who should attend? Social workers, psychologists, counselors, addiction specialists, psychiatrists, marriage and family therapists 7:30 am Registration/Breakfast 7:45 am Welcome Todd Whitmer, Caron Regional VP, NYC 7:45 – 8:30 am Cultural Competency and Vulnerabilities in Working with Clients of Privilege or Fame presented by Paul Hokemeyer, JD, Ph.D. 8:30 – 9:15 am Understanding and Treating High-Functioning Alcoholics presented by Sarah Allen Benton, MS, LMHC, LPC 9:15 – 10:00 am How to Guide High Net Worth Individuals and Families into Recovery and Treatment presented by Sam Dresser and Doug Lyons, Principles, Clere Consulting 10:00 – 10:15 am Break 10:15 – 10:45 am Family Restructuring: Healing the Entire System presented by Bradley F. Sorte, MSW, MBA 10:45 – 11:30 am Success as a Risk Factor for Substance Abuse and Co-occurring Disorders: How to Intervene presented by Timothy Benson, MD 11:30 am – 12:30 pm Panel response including all morning speakers, and Questions & Answers Close and awarding of CEU certificates Agenda Symposium Overview About Caron Ocean Drive CaronNewYork 244East58thSt. NewYork,NY10022 CEs available for this event – 3.5 Hours Caron Treatment Centers is approved by the American Psychological Association to sponsor continuing education for psychologists. Caron Treatment Centers maintains responsibility for this program and its contents. Sponsored by Caron Treatment Centers Co-sponsored by Clere Consulting Individuals with mental health, substance abuse and co-occurring disorders need competent and expert care. Caron Treatment Centers recognizes that clients with high net worth and/or prominence who suffer with these illnesses are in a uniquely vulnerable position and require a culturally competent and highly specialized team of caregivers in the treatment process. From the initial presentation of behavioral problems, referral to appropriate treatment systems and ethical partnering with family members, employers, professional wealth managers and even public affairs representatives, the challenges of clinical and fiduciary competency are great. How can professionals who work with this unique cultural group stay objective and focused on the right outcome for their clients? The goal of this symposium is to establish a framework of cultural competency and describe standards of care that reach the core issues and unique vulnerabilities of individuals with wealth and prominence. As the oldest and most respected leader in the field of substance abuse treatment and co-occurring disorders, Caron has invited experts in the treatment and consulting fields to share in a day of learning and collaboration. Attendance will be limited. Ocean Drive is a state-of-the-art treatment program located on the Gold Coast of Florida providing treatment for individuals and their families for addiction and other disorders. Our empirically based treatment interventions are individually tailored for our patients' unique needs and life circumstances and are implemented in a discrete and supportive environment.
  • 2. Dr. Paul Hokemeyer, J.D., Ph.D. is the Senior Clinical Advisor to Caron Renaissance Ocean Drive in Boca Raton, Florida, the nation’s premier elite addiction treatment program. A licensed marriage and family therapist, he is an interna- tionally recognized expert on the psychological and emotional issues that arise among people of wealth, power, and celebrity. He contributes regularly to a variety of media outlets as an on-air expert, and is a member of the Dr. Oz Show panel of experts and a FOX News Analyst. He has also appeared on Good Morning America, The Today Show, CNN’s Prime News, The Wall Street Journal Live, CNBC, and Al Jazeera America. Dr. Hokemeyer is quoted regularly in print and online media, including The New York Times, The Wall Street Journal, CNN.com, The Washington Post, WebMD and The Los Angeles Times to name a few. His own research on wealth, power, and celeb- rity has been published in Lambert Academic Press, The Journal of Wealth Management, Addiction Professional, and Family Therapy Magazine. Dr. Hokemeyer is based in Malibu, California and Manhattan. He served on the Board of Directors of the New York Association of Marriage and Family Therapists, is a Clinical Member of the American Association of Marriage and Family Therapists, and is also a certified Clinical Trauma Professional. A former attorney, judicial law clerk, and law review editor, Dr. Hokemeyer holds a B.A. in eco- nomics, an M.A. in clinical psychology, a Ph.D. in psychol- ogy, and a doctorate in law (J.D.). Sarah Allen Benton, MS, LMHC, LPC, is a therapist at Insight Counseling, specializing in outpatient adolescent/young adult addiction and mental health ser- vices, behavioral health and family clinical care for clients of all ages in Ridgefield, Connecticut. She is also Co-Owner of Benton Behavioral Health Consulting, LLC. Sarah was formerly a Primary Therapist at Turning Point Extended Care Program for Addiction and Mental Health in New Haven, Connecticut and as a therapist at McLean Hospital in the McLean Brook Transitional Living Program for Dual- Diagnosis. She is author of the book Understanding the High-Functioning Alcoholic, a highly acclaimed work about addictions becoming masked by professional success and About the Presenters privilege. Sarah has been featured in the New York Times and has appeared on The Oprah Winfrey Show, CBS Early Show and NPR. She has presented in many venues includ- ing the Harvard Addiction Conference, Harvard Medical School and physician, nurse and dental assistance program conferences. Bradley F. Sorte, MSW, MBA, Primary Therapist, Caron Ocean Drive, holds a Masters of Social Work degree and a Masters of Business Administration degree from Florida Atlantic University, a Bachelor of Arts degree in Psychology from Rice University and a Bachelor of Science de- gree in Legal Studies from Kaplan University. Prior to joining Caron Ocean Drive, Brad worked as a family therapist at Caron Renaissance since 2011, where he facilitated daily group sessions with current patients, family workshops and the Residential Family Restructuring Program. Prior to his work at Caron Renaissance, Brad worked as a therapist at The Watershed of the Palm Beaches. Brad has a passion for looking at the entire family system when helping a patient heal from addiction. Sam Dresser has more than 20 years of experience as a Licensed Alcohol and Drug Counselor and also holds a Master’s in Business Administration. He has presented nationally and internationally to financial and business leaders serving family enterprises. He is a key advisor to many top family business consultants, family office professionals, and their clients impacted by substance abuse and mental health issues. He works closely with Clere’s clients to create tailored, evidenced based long-term strategies and best practices that yield results. Sam founded Clere Consulting with Doug Lyons after 15 years with the Hazelden Foundation. There he led and executed several key strategic initiatives including the design and implementation of Hazelden’s first EMR, followed by the pioneering MORE Program® . Sam did his undergraduate work at St. Olaf College and Bethel University and received his MBA from the University of St. Thomas. He is a Hazelden-trained addiction professional; a Family Firm Institute trained family business advisor, and a former Clinical Director at Hazelden. Sam founded Clere to help families and their advisors successfully engage in long-term solutions that engage and move the wider family-business-financial systems towards a supportive foundation for wellness. Douglas Lyons, B. A., C.A.D.C.II is Co‑Owner of Clere Consulting. Doug is a Certified Alcohol and Drug Counselor and served nearly 16 years at Hazelden Springbrook. Doug chaired Hazelden Springbrook’s Clinical Leadership Team and Co-Chaired Hazelden’s National Chemical Dependency Team. He served as the Evaluation Coordinator at Hazelden Springbrook where he became an expert at the evaluation of physicians, high profile public figures, and other professionals. Doug has conducted education and interventions for over 18 years. After leaving Hazelden in 2007, he served for over two years as a family wealth advi- sor with MCS Financial Advisors, assisting client families with the complexities of addiction and behavioral disorders. Doug has presented on the subject of addiction to multiple national and international audiences including The Family Firm Institute’s International Conference in Chicago, The Hazelden Foundation's Lecture Series in Minnesota, and in 2012, Doug was invited by The Family Firm Institute to speak again in Brussels, Belgium. Dr. Timothy Gerard Benson is a clinical instructor in psychiatry at Harvard Medical School. In his private practice he specializes in treating elite athletes and high achievers in business and academia. He is author of Surviving Success: 7 Critical Skills Needed to Thrive under the Pressures of the Athletic, Academic & Professional Spotlight released in February 2015, and is currently a best seller on Amazon. Dr. Benson pursued his dream of becoming a doctor by accepting a Dean’s scholarship at the University of Rochester, School of Medicine. After a residency at the Massachusetts General Hospital/McLean Hospital he served as the Chief Resident of Addictions. He was also the Medical Director at McLean Brook and has served a term on the American Psychiatric Association’s Council of Addictions. His areas of expertise are in addiction treatment and fostering resilience in athletes and entrepreneurs. His presentations include: “Million Dollar Athletes: Psychological Development, Vulnerabilities and Resilience” and “Treating High Achievers: Essentials for Surviving Success”. He has been an invited discussant at Harvard Business School and Wharton School of Business to address the psychological dynamics of being the first in the family to reach certain social, economic and educational milestones. Registration fee: $35 Includes breakfast, CEs and materials. To register online, please visit: www.caron.org/nyc-symposium Name: _____________________________________ ___________________________________________ Credentials: _________________________________ ___________________________________________ Company: __________________________________ ___________________________________________ Address: ___________________________________ ___________________________________________ ___________________________________________ Daytime Phone: ______________________________ Email: ______________________________________ Professional License #: _______________________ Checks can be made payable to: Caron Treatment Centers Please submit payment & registration form to: Caron New York 244 East 58th Street New York, NY 10022 For more information or help with registration please call Gjyste Camaj at 610-743-6160. Registration