Department of Psychiatry

Penn Behavioral Health

Advanced CBT-I (Advanced Course)


April 2018 (Dates TBD), Philadelphia, PA




The University of Pennsylvania, Perelman Quadrangle, Houston Hall: 218 Ben Franklin Meeting Room.

Because we are not affiliated with a hotel or external hosting agency, attendees are responsible for securing their own accommodations. Please note that there are a limited number of hotels in West Philadelphia, so please make reservations early.

If you are not able to stay in West Philadelphia, Center City (the neighborhood opposite the Schuylkill River) offers a plethora of hotels and is a short (10-15min) walk/subway/taxi ride away!

The following Hotels (click for links) are located near the Conference Hall:

The Ben Franklin Meeting Room is located above one of the University's premier dining halls. Visit their website to learn more:



A continental breakfast will be provided free of charge each morning outside of the lecture hall. Lunch and dinner will be on-your-own.


Program Overview

The purpose of this educational activity is to provide advanced training to clinical psychologists, social workers, PhD/NP level nurses and physicians in the practice of CBT-I. This 3 day seminar is only those that have basic training thru Penn or the VA CBT-I Program (or have permission to attend the course). The workshop is split 2:1 in favor of active learning exercises to lectures. The learning exercises (Day 2 & 3) include e.g., case presentations and role plays. The lectures (Day 1 only) cover several advanced topics including Advanced Models of Insomnia, Actigraphy, Interpreting PSG reports, alternative treatment strategies (e.g., sleep compression, bright light treatment, etc.), med titration, etc. For a prospective itinerary, please click here.

The program should position clinicians to more effectively deal with complex issues and cases. This training, along with other CE workshops, supervised practice, a past case load of 10 or more cases, and a reasonable program of self-study (readings and videos) should adequately prepare individuals for the certification exams (e.g ABPP Specialty in "Sleep Psychology.")

Case Submissions

We would like to ask for attendees to consider submitting a case study report for this course. Why should you do such a crazy thing? Well, if you elect to submit a case (and do so on or before the deadline) we will rebate you $50 following your attendance at the Advanced Course. But wait, there's more! If you elect not only to submit, but also to present the case (and field questions and comments at the course) and submit a Power Point presentation outlining the case on or before the deadline, we will rebate you an additional $50 (total $100) following your attendance at the Advanced Course. Please know that these presentations are meant to be instructive for you and the other attendees. There will be no harsh judgements, tomatoes thrown, etc. These presentations form the core of what the Advanced Course is about and we greatly appreciate the effort expended by attendees who join us as presenters. Finally, as a testament to the value of this component of the course, the majority of last year's attendees agreed that the case presentations were the highlight of the Advanced Course. So please don't be bashful. This is not required, but we'd like to have up to 10 attendees submit cases.

The case submission should be:

1) Tendered through the Case Studies Archive Worksheet (8 weeks prior to the course: (see, and 

2) Formatted based on a Power Point template we will provide upon submission/request (email This is due 4 weeks before the course.

It's that simple! If more than 10 cases are submitted, presentations will be selected based upon the date of submission and how the case fits into the teaching mission. So sign up now!


Target Audience

Eligible individuals must have: 1) taken the VA, Penn, or Ryerson University Basic CBT-I workshops and, 2) treated 5 to 10 patients. Others may be eligible but this requires a clear demonstration of formal training (e.g., a rotation during internship that focused on the assessment and treatment of insomnia) and once again the treatment of 5 to 10 patients with CBT-I. Those who wish to establish eligibility should write Dr. Michael Perlis at:


Educational Objectives

Upon completion of this course, participants should be able to:

  1. Describe the advanced models of Insomnia
  2. Identify the major aspects of the models that are not covered by the 3P/4P or 2 Process Models.
  3. Specify why each component is of relevance for both theory and practice.
  4. Describe the relative merits of conducting CBT-I in person, by phone, by Skype and other tele-heath technologies
  5. Identify the major advantages of Group CBT-I
  6. Recount how the efficacy of Group CBT-I differs from in person CBT-I
  7. Specify the primary limiting factor re: CBT-I by phone and Skype
  8. Describe what actigraphy is
  9. Define the relative merits of the various equipment alternatives
  10. Identify the primary uses of actigraphy within the context of CBT-I
  11. Relate why actigraphy is not (in general) a substitute for sleep diaries
  12. Identify the common adjuvant and alternative treatments that can be used to modify or substitute for CBT-I
  13. Describe the rationale for using common adjuvant and alternative treatments
  14. Explain how to conduct the adjuvant and alternative treatments.
  15. Define AHI, AI, and PLMI
  16. Describe the scales and what the clinical thresholds are...
  17. Identify each of the graphics on a multi-plot hypnogram
  18. Identify when SDB occurs positionally or largely in relation to REM sleep
  19. Describe the behavioral treatments for SDB & PLMs
  20. Identify 3 possible options for hypnotic medication tapering.
  21. Describe the relative merits for the 3 options of hypnotic medication tapering.
  22. Describe what the major approaches are to combined treatment
  23. Relate the primary advantage to the use of hypnotics concurrently with CBT-I (less sleep loss, despite SRT)
  24. Relate the primary advantages to the use of modafinil with CBT-I (little to no daytime sleepiness, despite SRT)
  25. Describe the primary components required for a case presentation
  26. Identify the common errors with the conduct of CBT-I
  27. Relate why the common errors are common
  28. From case presentations, learn to review the patient's:
    • presenting complaint and clinical Hx viz. insomnia
    • current Med/Psych Hx
    • status with respect to factors that indicate or contra-indicate the use of CBT-I
    • treatment plan
    • progress through treatment
    • status post treatment
  29. Discuss a wide array of common patient resistances and strategies for addressing these issues
  30. Identify three of the most common patient resistances
  31. Describe how to circumvent the three of the most common patient resistances
  32. To perform/observe role plays with common patient resistances and, time permitting, novel scenarios



Michael Perlis, PhD
Associate Professor of Psychology in Psychiatry, University of Pennsylvania; Director, Penn Behavioral Sleep Medicine Program, University of Pennsylvania; Adjunct Faculty, School of Nursing, University of Pennsylvania

Donn Posner, PhD
Adjunct Associate Professor of Psychiatry and Human Behavior, Brown University; Adjunct Associate Professor of Psychiatry, Stanford University

Jason Ellis, PhD
Professor, Department of Psychiatry, Northumbria University; Director, Northumbria Centre for Sleep Research



For registration and conference information, please contact:

Patti Johnson, Course Director
3839 White Ave., Eau Claire, WI 54703
(715)-855-8134 or 800-647-8079 (ext. 8134)

For questions about hotels, UPenn, and general inquiries, contact:

Amy Gencarelli
Clinical Research Coordinator, PI: Dr. Perlis 
Behavioral Sleep Medicine Program
University of Pennsylvania, Department of Psychiatry
Phone: (215)-746-4378 
Fax: (215)-573-0759



To register, please visit the PESI registration website:

If you have any registration questions, please contact Patti Johnson, Course Director (contact information  listed above) and reference the following PESI Program Code: 43687PHI

Please register early so that we can plan for amenities in our new venue accordingly.


Registration Fees

Early Bird Registration (on or before March 16th):  $549.00

Regular Registration (after March 16th): $599.00

*$100 refund available

(*Attendees who wish to submit and present a case study will receive a $100 refund. If you are interested, please note this in your registration. Case studies must be submitted at least one month in advance to receive the refund. Please see "Case Submissions" (above) for more details.)

**Please note that the course is a not-for-profit venture. For information about course costs, see attached PDF. Explanation of Costs


2017 Seminar Agenda

*Please right click to open the image in a new tab*

Sponsored by: 
Perelman School of Medicine at the University of Pennsylvania

Hosted by: 
The Behavioral Sleep Medicine Program
Perelman School of Medicine at the University of Pennsylvania

Presented by: 
Center for Sleep and Respiratory Neurobiology
Division of Sleep Medicine
Department of Medicine
Perelman School of Medicine at the University of Pennsylvania

Department of Psychiatry 
Perelman School of Medicine at the University of Pennsylvania

Biobehavioral and Health Sciences Division
University of Pennsylvania School of Nursing

PESI Continuing Education Seminars


Accreditation and Designation of Credit

Continuing Education Information: This activity qualifies for continuing education for the following professionals in every state: Psychologists, Counselors, Social Workers, Marriage & Family Therapists, Addictions Counselors, Nurses, and other Mental Health Professionals.

CE Information is based on 100% attendance at all three days (25.5hrs/1,530min) of the live event and does not include bonus sessions.

COUNSELORS: This activity consists of 22.5 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save the course outline and the certificate of completion you receive from the activity and contact your state board or organization to determine specific filing requirements.

SOCIAL WORKERS: PESI, Inc. Provider #:1062, is approved as a provider for social work continuing education by the Association of Social Work Boards (ASWB), through the Approved Continuing Education (ACE) Program. PESI, Inc. maintains responsibility for the program. ASWB Approval Period: January 27, 2014-January 27, 2017. Social workers should contact their regulatory board to determine course approval for continuing education credits. Social workers participating in this course will receive 22.5 (Clinical) continuing education clock hours in participating in this intermediate course. A certificate of attendance will be awarded at the end of the program to social workers who complete the program evaluation.

PSYCHOLOGISTS: PESI, Inc. is approved by the American Psychological Association to sponsor continuing education for psychologists. PESI maintains responsibility for this program and its content. PESI is offering this activity for 22.5 hours of continuing education credit. Full attendance is required; no partial credits will be offered for partial attendance.

MARRIAGE AND FAMILY THERAPISTS: This activity consists of 1,350 minutes of continuing education instruction. Credit requirements and approvals vary per state board regulations. You should save this course outline, the certificate of completion you receive from the activity and contact your state board or organization to determine specific filing requirements.

NURSES/NURSE PRACTITIONERS/CLINICAL NURSE SPECIALISTS: This activity meets the criteria for a formally approved American Nurses Credentialing Center (ANCC) Activity PESI, Inc, is an approved provider by the American Psychological Association, which is recognized by the ANCC for behavioral health related activities. Full attendance is required; no partial credit will be awarded for partial attendance. This activity qualifies for 22.5 contact hours.

OTHER PROFESSIONS: This seminar qualifies for 22.5 continuing education clock hours as required by many national, state and local licensing boards and professional organizations. Save your course outline and certificate of completion, and contact your own board or organization for specific requirements.


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