Audience

OT and PT Practitioners

Presenter Name(s)

Jan Hollenbeck, OT, OTD, OTR, FAOTA & Sara Harvey, PT, MSPT

Presenter Bio(s)

Dr. Hollenbeck has practiced in public school settings for more than 30 years as both an occupational therapist and special education administrator. She has presented extensively at local, state, and national levels sharing her expertise in school practice, secondary transition, and leadership. She is an active contributor as author and editor to professional publications on best practices including peer-reviewed journals, articles, chapters, and textbooks. She is the MAOT liaison to the MA DESE and first author of the Guidelines for Provision of Occupational Therapy Services in Massachusetts Public Schools.

Sara Harvey, PT, MSPT earned her Master’s degree in Physical Therapy from Boston University and has over 20 years of experience in Massachusetts schools, serving students from preschool through transition age. She has presented widely on participation-based evaluation, collaborative goal writing, and systems change, and has co-taught PASS OT/PT Summer Institutes funded by MA DESE. Sara also mentors new school-based physical therapists and provides consultation and evaluation services to districts across the region.

Description

The new Massachusetts IEP format emphasizes a more collaborative, student-centered process. This 2-part interactive workshop will focus on how to shape your evaluation practices to align with the intent and structure of the new IEP—streamlining your process while increasing your impact. We’ll explore how to identify and report on what matters most for student access, participation, and progress in their educational setting. You’ll leave with practical strategies for writing more efficient, relevant evaluations and contributing meaningful information to a collaborative team process that leads to stronger, more actionable IEPs.

Course Objectives

By the end of this 2-part workshop, participants will be able to:

1. Identify what to prioritize in their OT/PT evaluations to focus on what matters most for student access, participation, and progress in the school setting.
2. Align evaluation findings and written reports with the IEP framework to support a meaningful, strengths-based and student-centered approach to collaborative IEP development.
3. Contribute effectively during IEP meetings to support collaborative process and shared implementation planning, including development of academic and functional goals with services in natural school contexts. 

Synchronous / Asynchronous

Synchronous

Location

Live via Zoom and In Person @ ACCEPT Collaborative, 4 Tech Circle, Natick

Dates & Times

Part 1: October 10, 2025  (12:00 – 2:30) –  Virtual Zoom session

Part 2: January 16, 2026 In person (8:30 – 2:30) at  ACCEPT Collaborative, 4 Tech Circle, Natick

PDPs

7.5 PDPs

CEs

MAOT Approved for both OT and PT MA Licensure Renewal. Participants who attend both sessions and complete the pre and post test will receive a course certificate and 7.5 continuing competency hours.

Participants must attend both sessions to receive a course certificate and continuing competency hours.

Cost

$275 ACCEPT members/$330 non-members

Registration Deadline

October 7, 2025