Workshop: Building Your Independent Patient Advocacy Business: From Start-Up to Success

Are you launching—or looking to grow—your own independent patient advocacy practice? This interactive workshop is designed for advocates who want more than just theory. Together with experienced facilitators, you’ll explore the business side of advocacy through candid conversation, practical frameworks, and small-group problem-solving.

Whether you're still shaping your vision or already serving clients, you’ll work through common challenges like defining your services, setting your rates, navigating legal and ethical considerations, and finding a supportive professional community. Come ready to engage, ask questions, share experiences, and leave with tools you can implement immediately.

What You’ll Learn:

• Business Foundations: Define your niche, outline your service offerings, and map out a basic structure for your practice.


• Compliance & Protection: Understand what legal documents, policies, and insurance coverage are essential for protecting yourself and your clients.


• Tools & Systems: Learn which technology platforms can streamline operations, from scheduling and billing to secure communications.


• Pricing & Boundaries: Gain clarity on how to set rates, communicate value, and handle scope creep with professionalism and confidence.


• Building Your Circle: Identify ways to connect with peers, mentors, and collaborators so you’re never building alone.

Workshop Format:

• Brief Lightning Talks from each facilitator to frame the core concepts.


• Small-Group Discussion to apply what you’ve learned to your own business questions.


• Live Q&A + Case-Based Problem Solving to explore real-world challenges raised by attendees.


• Resource Handouts + Templates to take home and use in your own practice.

Facilitators:

• Independent Practice Mentor: A seasoned advocate running a full-time solo practice, offering insight into sustainable business growth.


• Transitional Expert: An advocate who successfully moved from a clinical, nonprofit, or institutional setting into private practice, sharing lessons from that shift.


• New Practitioner Peer: A recently launched advocate bringing practical perspective on the early-stage learning curve, obstacles, and wins.

Key Takeaways:

• A structured plan for your next business step—whether that’s launching, pivoting, or scaling.


• Practical tools, checklists, and contract tips to protect and professionalize your work.


• Peer-tested ideas for improving client operations and boundaries.


• A sense of community and connection that will outlast the conference.