2 CEs
CEU Course

Top Five Ethical & Legal Hazards in Private Practice Settings (February 2023)

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Cognitive Behavior Institute is excited to welcome Jonathan Impellizzeri, PhD, LPC, LMFT, ACS, for a live interactive webinar on: Top Five Ethical & Legal Hazards in Private Practice Settings


02/16/2023 4:00PM - 6:00PM EST



Credit Hours

2 Ethics CEs

Course Overview

Private practice continues to be a preferred destination for many licensed mental health professionals in the United States (Barnett et al., 2014). However, graduate training programs do not comprehensively prepare practitioners to address the complex interplay of regulatory, legal, and ethical issues that arise in private practice settings (Faye et al., 2021). Free legal counsel is not a given for solo or group practices, and as a result many clinicians must respond to these complexities in a context of professional isolation. Unfortunately, many continuing education programs on professional ethics focus on the basics of ethical decision making with a tired review of confidentiality, suicide assessment and intervention, dual roles, boundaries, and informed consent. In this program, participants will explore the ethical and legal implications of Incident to billing, clinician-initiated termination of care (Swift, 2017), role shifts, out-of-session client communication (Faye, 2021), recommending emotional support animals for current clients (Younggren 2017), and balancing confidentiality rights between minors and parents/guardians in treatment (Shumaker & Medoff, 2013). This presentation will be inclusive to all professional identities and focus on helping providers to anticipate and manage these unique ethical challenges in a way that elevates client care and insulates your practice from professional liability. Participants will leave this program with specific strategies that are consonant with their own code of ethics, practice setting, and professional values.

Learning Objectives

  • Participants will summarize 3 best practice standards for managing ethical dilemmas in private practice settings.
  • Participants will identify 5 liability management practices that enhance clinical effectiveness.
  • Participants will evaluate their current ethical decision making process for navigating consent with minors, role shifts, out-of-therapy communication, dual roles, and clinician-initiated termination of care.

Course Bibliography

Barnett, J. E., Zimmerman, J., & Walfish. S. (2014). The ethics of private practice: A practical guide for mental health clinicians. Oxford University Press.

Barnett, J. E., & Johnson, W. B. (2015). Ethics desk reference for counselors. (2nd ed.). Alexandria, VA: American Counseling Association.

Butler, P. W., & Middleman, A. B. (2018). Protecting adolescent confidentiality: A response to one state’s “Parents Bill of Rights”. Journal of Adolescent Health, 63, 357-359. https://doi.org/10.1016/j.jadohealth.2018.03.01

Duncan, R. E., Hall, A. C., & Knowles, A. (2015). Ethical dilemmas of confidentiality with adolescent clients: Case studies from psychologists. Ethics & Behavior, 25(3), 197-221. https://doi.org/10.1080/10508422.2014.923314

English, A. (2021). Adolescent relationship abuse: Challenges in Confidentiality, disclosure, and protection. Journal of Adolescent Health, 69(2), 181-182. https://doi.org/ 10.1016/j.jadohealth.2021.04.027

Faye M., Sanders, J., Fantus, S. et al. (2021). #socialwork: Informal use of information and communication technology in social work. Clinical Social Work, 49, 85–99 https://doi.org/10.1007/s10615-019-00729-9

Greenberg, S. A. & Shuman, D. W. (1997). Irreconcilable conflict between therapeutic and forensic roles. Professional Psychology: Research and Practice, 28(1), 50-57. https://doi.org/10.1037/0735-7028.1.50

Hames, J. L., Bell, D. J., Perez-Lima, L. M., Holm-Denoma, J. M., Rooney, T., Charles, N. E., Thompson, S. M., Mehlenbeck, R. S., Tawfik, S. H., Fondacaro, K. M., Simmons, K. T., & Hoersting, R. C. (2020). Navigating uncharted waters: Considerations for training clinics in the rapid transition to telepsychology and telesupervision during COVID-19. Journal of Psychotherapy Integration, 30(2), 348–365. https://doi.org/10.1037/int0000224

Herlihy, B., & Corey, G. (2015). ACA ethical standards casebook. (7th ed.). Alexandria, VA: American Counseling Association.

MacMullin, K., Jerry, P., & Cook, K. (2020). Psychotherapist experiences with telepsychotherapy: Pre COVID-19 lessons for a post COVID-19 world. Journal of Psychotherapy Integration, 30(2), 248-264. http://dx.doi.org/10.1037/int0000213

McNary, A. (2014). Consent to treatment of minors. Innovations in Clinical Neuroscience. 11(3-4), 43-45.

Piselli, A., Halgin, R. P., & Macewan, G. H. (2011). What went wrong? Therapists’ reflections on their role in premature termination. Psychotherapy Research, 21(4), 400-415. http://dx.doi.org/10.1080/10503307.2011.573819

Shapiro, M. (2018). Pediatric depression: When does parental refusal for treatment constitute medical neglect? Journal of the American Academy of Child & Adolescent Psychiatry, 57(6), 363-365. https://doi.org/10.1016/j.jaac.2018.02.01

Shumaker, D., & Medoff, D. (2013). Ethical and legal considerations when obtaining informed consent for treating minors of high-conflict divorced or separated parents. The Family Journal: Counseling and Therapy for Couples and Families. 21(3), 318-327. https://doi.org/10.1177/1066480713478786

Sude. M. (2013). Text messaging and private practice: Ethical challenges and guidelines for developing personal best practices. Journal of Mental Health Counseling, 35(3), 211-227. https://doi.org/10.17744/mehc.35.3.q37l2236up62l713

Swift, J. K., Greenberg, R. P., Tompkins, K. A., & Parkin, S. R. (2017). Treatment refusal and premature termination in psychotherapy, pharmacotherapy, and their combination: A meta-analysis of head-to-head comparisons. Psychotherapy, 54(1), 47-57. http://dx.doi.org/10.1037/pst0000104

Vincent, C., Barnett, M., Killpack, L., Sehgal, A., & Swinden, P. (2017). Advancing Telecommunication Technology and its Impact on Psychotherapy in Private Practice. Clinical Practice & Technological Change, 33(1), 63-76. https://doi.org/10.1111/bjp.12267

Weever, C. M., & Meyer, R. G. (2019). Law and mental health: A case-based approach. (2nd ed.). New York: Guilford Press.

Wheeler, A. M., & Bertram, B. (2015). The counselor and the law: A guide to legal and ethical practice. (7th ed.). Alexandria, VA: American Counseling Association.

Wilcoxon S. A., Remley, T. P., & Gladding, S. T. (2012). Ethical, legal, and professional issues in the practice of marriage and family therapy. (5th ed.). Upper Saddle River, NJ: Pearson Education, Inc.

Wilkinson, T., Smith, D., & Wimberly, R. (2019). Trends in ethical complaints leading to professional counseling licensing boards disciplinary actions. Journal of Counseling & Development. 97, 98 -104. https://doi.org/10.1002/jcad.12239\

Younggren, J. N., Boisvert, J. A., & Boness, C. L. (2016). Examining emotional support animals and role conflicts in professional psychology. Professional Psychology: Research and Practice, 47(4), 255–260. https://doi.org/10.1037/pro0000083



Cognitive Behavior Institute, #1771, is approved as an ACE provider to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Regulatory boards are the final authority on courses accepted for continuing education credit. ACE provider approval period: 06/30/2022-06/30/2025. Social workers completing this course receive 2 ethics continuing education credits.

Cognitive Behavior Institute, LLC is recognized by the New York State Education Department’s State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0098 and the State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0646 and the State Board for Mental Health Practitioners as an approved provider of continuing education for licensed mental health counselors #MHC-0216.

Cognitive Behavior Institute has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 7117. Programs that do not qualify for NBCC credit are clearly identified. Cognitive Behavior Institute is solely responsible for all aspects of the programs.

Cognitive Behavior Institute is approved by the American Psychological Association to sponsor continuing education for psychologists. Cognitive Behavior Institute maintains responsibility for content of this program. Social workers, marriage and family therapists, and professional counselors in Pennsylvania can receive continuing education from providers approved by the American Psychological Association. Since CBI is approved by the American Psychological Association to sponsor continuing education, licensed social workers, licensed marriage and family therapists, and licensed professional counselors in Pennsylvania will be able to fulfill their continuing education requirements by attending CBI continuing education programs. For professionals outside the state of Pennsylvania, you must confirm with your specific State Board that APA approved CE’s are accepted towards your licensure requirements. The Association of Social Work Boards (ASWB) has a process for approving individual programs or providers for continuing education through their Approved Continuing Education (ACE) program. ACE approved providers and individual courses approved by ASWB are not accepted by every state and regulatory board for continuing education credits for social workers. Every US state other than New York accepts ACE approval for social workers in some capacity: New Jersey only accepts individually approved courses for social workers, rather than courses from approved providers. The West Virginia board requires board approval for live courses, but accepts ASWB ACE approval for other courses for social workers. For more information, please see https://www.aswb.org/ace/ace-jurisdiction-map/. Whether or not boards accept ASWB ACE approved continuing education for other professionals such as licensed professional counselors or licensed marriage and family therapists varies by jurisdiction. To determine if a course can be accepted by your licensing board, please review your board’s regulations or contact them. State and provincial regulatory boards have the final authority to determine whether an individual course may be accepted for continuing education credit.

Accommodation Information: Our webinars are available to anyone who is able to access the internet. For those who are vision impaired graphs and videos are described verbally. We also read all of the questions and comments that are asked of our speakers. All questions and comments are made via the chat function. For those that require it, please contact us at info@cbicenterforeducation.com for more information on and/or to request closed-captioning.


Course Schedule

Course Date Course Start Time Course End Time Timezone
02/16/2023 4:00PM 6:00PM EST

Course Agenda

Course Event Day or Date Course Agenda Time Block Course Content Covered
Day 1 4:00PM - 4:15PM Introduction & Course Overview (Conflicts of interest, learning objectives, limitations, & statement of the problem)
Day 1 4:15PM - 4:30PM Polling on experience in private practice (PP) & unique ethical dilemmas.
Day 1 4:30PM - 5:15PM Literature review and powerpoint presentation on 5 ethical hazards in PP settings.
Day 1 5:15PM - 5:45PM Case study in breakout rooms then group discussion.
Day 1 5:45PM - 6PM Q&A

Frequently Asked Questions

Questions about Zoom and Webinars

What platform will be used for the webinar? CBI Center for Education has invested in Zoom for Webinars. You do not need a Zoom account to join the webinar and you can join from your computer or mobile device. As an attendee, the presenter will not be able to see your video or hear you unless they give you special permission during the webinar.

What time will the webinar begin and in what time zone? Please see the event page on https://www.cbicenterforeducation.com/ for information about the webinar, such as the start time. In addition, when registrants receive the email for the event, the date and time of the event is included.

When will I receive the link to attend the webinar? After you’ve signed up for the event through our website, you will receive an automated email from Blue Sky. At the bottom of this email is a blue button labeled “Join” that you can click on the day of the event. Or log in directly to your Blue Sky account and join from there.

Why can’t I get into the webinar? Once you have joined the webinar, you might see a message that states that the webinar has not yet started. The webinar will start once the presenter has joined and clicks “start the meeting.” We hope this happens on time, but it may be several minutes late. Please be patient while you are waiting for the webinar to start.

lined internet or being physically located close to your router. Technical support will not be provided by CBI for any connection issues on the day of the training. CBI will not issue refunds due to technical issues experienced by participants. Our presenters are connected to hard-lined business-grade internet when presenting.

What happens if my internet briefly freezes? If you become disconnected during the event, log back on immediately. A brief interruption of connectivity will not impact your eligibility for a CE certificate.

Will there be a recording? No, there will not be a recording or replay.

Will you know that I am logged in and active in the webinar? Yes, Zoom’s platform monitors the attendance and activity of the attendees. Additionally, there will be a chat feature and various forms of participation monitored throughout the training.

Will I have to show my face on camera? Zoom’s webinar platform does not capture participants on video unless specifically requested during the meeting by the host. Instead, participants will view the presenter and the presenter's slides on their screen.

Is there Audio? Yes, the webinar will have sound. Please test that your device’s sound is working prior to the event. A good way to do this is to go to YouTube and play a

Questions about the Event

Will I receive the presenter's slides? It is up to each presenter if they wish to share their slides. If slides are being shared, they will be uploaded as a document within the course in Blue Sky and can be downloaded and printed as necessary. We are unable to respond to emails asking for the slides ahead of the presentation.

Questions about the Survey

When will I receive my course evaluation survey? Following the completion of the event, the survey will be unlocked and located within the course.

You must complete the survey within 14 calendar days following the event if you would like to receive a CE certificate.

We are unable to respond to emails from participants asking for confirmation that their course completion survey was received. If you clicked the SUBMIT button your survey was received.

Do I need to fill out the course evaluation survey if I don’t want a CE certificate? If you do not wish to receive a CE certificate, you do not need to complete this survey. The CE certificate is the only type of certificate that will be issued.

Questions about Continuing Education & Certificates

What is the criteria for receiving CE? If you attend the whole webinar and complete the course evaluation survey, we will issue you the CE that you are eligible for.

How many suicide and ethics CE's will be issued? Please see the event page on https://www.cbicenterforeducation.com/for information about the training, including how much continuing education is offered and what type.

Will these CE's count toward my individual state licensure or another credential that I currently hold? It is the responsibility of the licensee to determine if trainings are acceptable as continuing education to their state’s licensure board or other credentialing body. Some of our trainings are individually approved for continuing education, such as through the Association of Social Work Boards individual course ACE Program. In addition, CBI is an approved provider of continuing education through the American Psychological Association CESA program and is an approved provider of continuing education to counselors, social workers, and psychologists in the state of New York. Many boards accept trainings that are individual approved or are offered by approved providers for continuing education. Please see the event page for the training you are interested in on our website https://www.cbicenterforeducation.com/for approvals that apply for each specific training.

Will you issue partial CE credits? No, we do not issue partial CE credits and therefore if you do not attend the training in its entirety, you will not be receiving a CE certificate. This is an APA and ASWB ACE requirement and is non-negotiable. Please refrain from emailing us explaining why you were unable to login to the event on time (this includes mixing up time zones and technical difficulties).

When will I receive my CE certificate? Upon completion of the event and survey, your certificate will immediately be available.

How will I receive my CE certificate? Your CE certificate will be available through your Blue Sky account and will also be directly sent to your email associated with your Blue Sky account. It will automatically be accessible to you once all previous criteria have been met.

I filled out the wrong email address or misspelled my name on my account registration. How do I get a new certificate? In the registration, it asks for the participant to fill out
their name, licensure, and license number. These fields automatically populate within our certificates. PLEASE NOTE: Any requested changes to the email entered after
registration or after the survey is complete will require a $5 processing fee. Additional changes to the produced CE certificate based off of information provided by the attendee will also require a $5 processing fee. CBI Center of Education is extremely lean administratively and utilizes technology to streamline our events in order to keep our trainings free to low cost. When we receive manual requests post registration, additional staff is needed to assist with these manual requests, thus the reason for the
change fees. Please reach out to info@cbicenterforeducation.com

Questions about Accommodation

How can I access accommodations for my disability? Our webinars are available to anyone who is able to access the internet. For those who are vision impaired graphs
and videos are described verbally. We also read all of the questions and comments that are asked of our speakers. All questions and comments are made via the chat function.

For those that require it, please contact us at info@cbicenterforeducation.com for more information on and/or to request closed-captioning.

Additional Questions

I have a question that isn’t in the Q&A. If you have any additional questions or concerns, please email us at info@cbicenterforeducation.com.

Click here to access our Refund, Cancellation and Grievance Policies.

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