OBM Bundle - 5-Part Series

This training does not provide CEU.

Five recorded discussions examine how an ABA organization makes decisions about client needs, staff performance, billing and ethical practice. Jon S. Bailey leads the series, with Thomas Cunningham contributing to performance management. Agency owners, directors and supervisors can use the discussions to identify questions to bring to their own teams.

Recorded teaching: Jon S. Bailey. Performance-management contributor: Thomas Cunningham.

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The strongest reason to watch is the discussion of competing pressures: hours billed versus client progress, staff expectations versus the support a manager provides, and written policies versus everyday decisions. The speakers debate agency examples and audience questions. Expect a conversation among professionals; the series does not walk you through implementing a complete management system.

Recording context: These are historical recordings. They refer to an earlier BACB ethics code and to payer and employment examples from that period. Recording dates have not been confirmed. Check current professional requirements, payer policies and legal advice before applying those examples. The title "Audit Proofing Your Organization" names the original session; it does not guarantee an audit outcome.

Inside the five recordings

1. Common Organizational Ethical Dilemmas

   The opening discussion connects individual ethics to business decisions: client need and minimum service hours, staff classification, restrictive employment agreements, private equity and copying treatment plans. It gives managers situations to examine rather than a universal answer for every agency.

2. Best Practices in Performance Management

   The panel asks what an organization measures when it rewards staff. Topics include client progress, measurable goals, baseline data, independent checks and the effort needed to collect useful records. The discussion also treats managers as people whose behavior may need to change. Thomas Cunningham contributes to this session.

3. Best Practices in Billing

   The speakers compare documentation and client need with billing targets. They discuss authorizations, payer manuals, software checks and the questions employees can raise about agency expectations. The examples describe the recorded discussion; they do not establish current payer or legal requirements.

4. Audit Proofing Your Organization

   The session follows agency work from intake through care and billing. It discusses accessible records, supervision feedback, regular ethics meetings and responding to a post-payment review. The speakers refer to a payer checklist and compliance guidance available when they recorded the session.

5. Best Practices in Organizational Ethics

   The final discussion returns to everyday use of an ethics code: accepting clients within an agency's capacity, written employment expectations, meaningful client outcomes, parent practice and staff training. Ethics committees and ownership decisions are also considered.

What learners said

These anonymous course-evaluation comments concern the individual recordings. Two responses to improvement questions describe the performance-management format; a third asks for an update to the audit session. They help explain what to expect from this older discussion series.

Have more of these where multiple professionals are having a conversation

Anonymous learner, 2023, Best Practices in Performance Management.

This felt like a discussion versus being taught specific skill sets

Anonymous learner, 2023, Best Practices in Performance Management.

update to make more current

Anonymous learner, 2024, Audit Proofing Your Organization.

Evaluation snapshot: October 12, 2026. The means below use only complete six-item rating forms for each recording. Forms are not a count of distinct learners. Other individual rating answers are excluded from these means; the last column shows all recorded rating answers.

The audit-session mean is based on one complete form. These evaluations describe learner feedback, not the effectiveness of a management or clinical intervention.

What else you get

• And with our SWAP feature, you can change out any topic you may have already taken for another from our extensive list. So every session in this bundle is one you can actually use.
• Downloadable slide decks for all 5 sessions. Not just a video you watch once. Files you keep, and can put in front of a team, a parent or an IEP meeting on Monday.

For cancellations and refunds, see our policy.