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Private Practice: Ethical, Legal, and Professional Issues for Therapists

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Event description

Private Practice: Ethical, Legal, and Professional Issues for Therapists

(6 CE hrs., in-person seminar; Fri Sep 22nd 2023, 8:00 am - 3:45 pm CDT)

by Terry Casey, Ph.D., Licensed Psychologist, HSP

Private practice is changing quickly and involves many new challenges and opportunities. This in-person seminar explores a variety of timely and critical ethical, legal, and professional issues that pertain to private practice and equips participants with the key resources they will need. The seminar is designed for all therapists in private practice, whether they have had a private practice for years or are just starting out.

The seminar is packed (see below) with practical information for therapists in private practice. The amount of information participants will receive is equivalent to many two-day seminars. Examples of topics that will be addressed during the seminar and/or are included in supplemental materials:

  • developments in the field -- why this is a good time to be in private practice
  • teletherapy essentials for therapists in private practice
  • interjurisdictional practice -- the five provisions for legal practice across state lines
  • interstate compacts -- game changers for therapists in private practice
  • interstate compacts -- latest information, websites, and resources specific to each license type
  • myths, misunderstandings, and misinformation about teletherapy & practicing across state lines
  • revenue streams -- determining what services you should (or should not) offer 
  • Four excellent but little-known resources (licensing boards use these for guidance) 
  • Business Associate Agreements (BAAs) -- when and why you must have them
  • advertising/marketing pitfalls (e.g., listing credentials, testimonials, fee-splitting)
  • supervision -- unforeseen risks (e.g., "the supervision triangle") 
  • social media -- four important issues 
  • understanding/thinking like a licensing board
  • cloud-based practice management systems
  • referral streams -- the importance of multiple streams 
  • hidden risks involving boundaries, power differentials, & multiple relationships
  • essential policies (e.g., communications/social media, fees, & more)
  • informed consent process -- critical elements that are often overlooked
  • how to navigate problems and document decisions (summary)

Seminar speaker: 

Terry Casey, Ph.D., Licensed Psychologist, HSP (TN #1975) conducts a variety of webinars/seminars for counseling and mental health professionals across the country. For the past 15 years he has taught Ethical & Professional Issues in Counseling in Lipscomb University's CACREP-accredited M.S. program in Clinical Mental Health Counseling. For 17 years he served as the Clinical Director for a large counseling and psychological services organization based in Nashville. He also served for several years as the Chair of the Ethics Committee Chair for a state-level professional organization. Dr. Casey has a private consulting practice in Franklin, Tennessee.  

Learning objectives:

  Upon completion of the training participants will be able to . . .

  1. Navigate codes of ethics, federal laws, state statutes, and licensing rules.
  2. Discuss key legal and ethical aspects of private practice.
  3. Identify the legal and ethical essentials regarding teletherapy, social media, and communication technologies.
  4. Describe the current legal and ethical requirements for interjurisdictional practice and the implications for private practices.
  5. Discuss special operational aspects of private practice including advertising, policies, referral streams, sources of revenue, and supervision of trainees.
  6. Apply the Multiple Perspective Model of decision-making to case vignettes involving private practice.

Continuing education credit: This seminar provides 6 CE hours through Lipscomb University’s M.S. program in Clinical Mental Health Counseling, a pre-approved provider of continuing education for the following Tennessee license types: LPC & LPC/MHSP, LCSW, Licensed Psychologist & LSPE, LMFT, LCPT, LDAC. Continuing education rules of the various licensing boards can change without notice. Always check with your state's current licensing rules and board website to be sure about current requirements.

NBCC-approved. Lipscomb University, Department of Psychology, Counseling, and Family Science has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 4585. Programs that do not qualify for NBCC credit are clearly identified. Lipscomb University, Department of Psychology, Counseling, and Family Science is solely responsible for all aspects of the programs.


Attendee materials for the seminar:

All registered attendees will receive seminar materials via email approximately two days prior to the seminar. The materials will be sent to the email address used at registration. Note that this email may be coming from (rather than the Humanitix registration site). If you have not received the materials by September 20, please (1) check your spam folder and (2) check any other email accounts you might have used to register. If you still do not find the materials email

                       The email referred to above has been sent (11:50 a.m. 9/20/23).

Arrival on campus and parking:

Campus map:


The seminar will be held in the Ezell Center (#2 on campus map) Rm#157 which is connected to the George Shinn Event Center (#1 on campus map). Note: If you enter the main entrance of the Shinn Event Center you can simply go down the stairs and continue straight ahead to the Ezell Center and then on through the atrium to the Board Room.


Parking on campus can sometimes be a challenge when the University is in session. At times as there are limited spaces for visitors near the Ezell Center/Shinn Center. Therefore, it is recommended that you plan to arrive on campus early (by 7:15-7:30) to allow for parking, walking to the Ezell Center (#2 on the campus map), and signing in at the door. Again, early arrival is recommended.
Lipscomb University Campus Map:

Best parking options -- Parking lot (P) in front of the George Shinn Event Center (#1 on campus map) and parking garage (P2) on the map

Other options:

  • Parking garage (P1 on the map) (
  • North Parking Garage (P5 on the map). It is located on the extreme north end of campus adjacent to the Fields Engineering Center (#10 on the map). Use visitor spaces only. Allow for a 10-minute walk to the Ezell Center (#2 on the map).
  • Visitor spaces in parking lots/garages and at other various locations around campus.

Food & beverages:

Campus map:

There are several on-campus food options. The Bennett Center (#32 on the map) contains a food court that includes Starbucks (usually opens at 7:00 am), Chik-fil-a, Blue Coast Burrito, and other options. Also, the main campus dining hall is upstairs from the food court. There is also a Roast8 cafe in the Student Activities Center (#45 on map) within a few feet of the Ezell Center's entrance near the bell tower (#46 on map). The lunch break will be one hour. Some past participants have found that bringing their own lunch can be a convenient option. Going off campus for lunch is not recommended due to the time involved and the possibility of parking problems upon return.

On-campus accommodations:

The Bison Inn on campus (#11 on the campus map) operates as a fully functioning nine-room hotel featuring a continental breakfast and reserved parking. For more information or to reserve, please email or visit 


Q: How can I contact the organizer with any questions?
A: Email:, text: 615.337.9865

Q: What is the refund policy?
A: For full details see the information available elsewhere on this site. In general, refunds are available until 48 hours prior to the starting time for the event. Note that the registration site (Humanitix) fees are not refundable. 

Q: Can I attend the seminar virtually (i.e., will there be a live webcast)? 

A: A webcast is not planned. 

Q: Will a recorded version of the seminar be available? 

A: A recorded version is not planned.

Q; Are walk-up registrations allowed?

A: These events usually sell out. For further information contact the event organizer at


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      Refund policy

      Full refunds (not including online service fees) are available until 48 hours prior to the starting time of the seminar.