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In-Person Seminar

Ethical, Legal, and Professional Issues for the Advanced Practice Clinician: Strategies for Reducing Risk in Clinical Practice

Terry Casey, PhD
Full Day
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In-Person Seminar - Also available: Live Webcast | Digital Seminar | DVD | Live Webinar
Mirabeau Park Hotel & Conference Center - Spokane, Washington (Multiple Locations Available)


Normal Price:      $249.99 - Now:  $49.99 - Exclusive offer when combined with this live training.
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Finally…an ADVANCED training in ethical, legal, and practice issues!

This course will equip you with a practical, easy-to-use framework for navigating ethical, legal, and practice issues of all types. It is especially designed for experienced clinicians and those who are in leadership roles who don’t need another 101 ethics training.

You will leave with a guide that will help establish a process for managing ethical, legal, and other types of risk. Also covered, is an exploration of related advanced topics. For example:

  • Making sense of the relationship between ethics, laws, and licensing regulations
  • Codes of ethics: Seeing beyond the surface
  • How to think like a licensing board
  • Navigating your practice through the ethical, legal and operational maze
  • Operational decision-making: (e.g.) Can I – and should I – offer distance therapy?”

Additionally, you will receive a variety of useful and timely information, tools, and resources to take back to your clinical practice immediately. Some of the topics covered:

  • Establishing a communication and social media policy
  • Cloud-based practice management systems
  • Distance therapy/telehealth
  • Practicing across state lines
  • Education on training non-clinical staff (e.g., receptionists/schedulers)
  • Developing policies and procedures: How to make use of codes of ethics and licensing regulations
  • Strategies for avoiding problems and improving operations.

You will leave the course with useful tools, resources, insight, and examples of how to work through real-life ethical, legal, and related dilemmas from advanced perspectives.


Planning Committee Disclosure - No relevant relationships

All members of the PESI, Inc. planning committee have provided disclosures of financial relationships with ineligible organizations and any relevant non-financial relationships prior to planning content for this activity. None of the committee members had relevant financial relationships with ineligible companies or other potentially biasing relationships to disclose to learners.  For speaker disclosures, please see the faculty biography.

* Credit Note - *

NOTE: Tuition includes one free CE Certificate. For the in-person event, after attendance has been verified, pre-registered attendees will need to log into their online account to complete the online evaluation (and, if applicable for your profession, the online post-test with 80% passing score). Instructional methods will include PowerPoint, didactic lecture, Q&A, and others. After completion of the evaluation (and post-test, if applicable), participants can download/print their certificate of completion. For those in partial attendance (arrived late or left early), a letter of attendance will be available in the attendee online account after completion of the evaluation and online post-test (if the test is required for your profession). An adjusted certificate of completion reflecting partial credit will be sent within 30 days (if your board allows).

Continuing Education Information: Credits listed below are for full attendance at the live, in-person event only. Please note, your state licensing board determines which credit types are acceptable for continuing education hours. Please refer to your state rules and regulations. If your profession is not listed, please contact your licensing board to determine your continuing education requirements and check for reciprocal approval. For other credit inquiries not specified below, please contact or 800-844-8260 before the event.

Materials that are included in this course may include interventions and modalities that are beyond the authorized practice of your profession.  As a licensed professional, you are responsible for reviewing the scope of practice, including activities that are defined in law as beyond the boundaries of practice in accordance with and in compliance with your profession's standards.

For Planning Committee disclosures, please see statement above.  For speaker disclosures, please see the faculty biography.

* Credit Note - Ethics

THIS ACTIVITY QUALIFIES FOR 6.25 HOURS  OF general ETHICS INSTRUCTION. Not all boards allow ethics credit for on-line programs. If ethics is not specified within your licensing board’s approval statement below, please contact your board to determine the applicability and amount of ethics allowed.

Counselors - New Jersey Counselors

CE credit is available. This course consists of 6.0 contact hours of continuing education for New Jersey Counselors. The New Jersey Professional Counselor Examiners Committee (pursuant to N.J.S.A. 13:34-15.4) confirms acceptance of continuing education programs relevant to counseling that are approved by the National Association of Alcoholism and Drug Abuse Counselors (NAADAC). This course has been approved by PESI, Inc., as a NAADAC Approved Education Provider, for 6.0 CE in the Legal, Ethical, and Professional Development skill group. NAADAC Provider #77553. PESI, Inc. is responsible for all aspects of their programming.

Counselors - Washington Counselors

CE credit is available. This course consists of 6.0 continuing education clock hours for Washington Counselors. The Washington State Department of Health confirms acceptance (WAC 246-809-610) of continuing education programs relevant to counseling that feature instructors, speakers or a panel approved by an industry-recognized national organization of higher learning, including the National Association of Alcoholism and Drug Abuse Counselors (NAADAC). This course has been approved by PESI, Inc., as a NAADAC Approved Education Provider, for 6.0 CE in the Legal, Ethical, and Professional Development skill group. NAADAC Provider #77553. PESI, Inc. is responsible for all aspects of their programming.

Social Workers - Social Workers - National ASWB ACE

PESI, Inc., #1062, 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: January 27, 2023 - January 27, 2026. Social workers completing this course receive 6.25 Clinical continuing education credits.


Course Level: Intermediate Format: Synchronous Distance.  Full attendance is required; no partial credits will be offered for partial attendance.

Social Workers - Oregon Social Workers

CE credit is available for 6.25 continuing education hours for Oregon Social Workers. Please see national social work approvals for this program.

Social Workers - Washington Social Workers

CE credit is available for 6.25 continuing education hours for Washington Social Workers. Please see national social work approvals for this program.

Psychologists - Psychologists

PESI, Inc. is approved by the American Psychological Association (APA) to sponsor continuing education for psychologists. PESI maintains responsibility for this program and its content. PESI is offering this activity for 6.25 hours of continuing education credit. Full attendance is required; no partial credits will be offered for partial attendance. Course level: Intermediate.

Marriage & Family Therapists - Marriage & Family Therapists

This activity consists of 380 minutes of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save the activity advertisement, the certificate of completion you receive from the activity and contact your state board or organization to determine specific filing requirements. 

Addiction Counselors - Addiction Counselors - NAADAC


This course has been approved by PESI, Inc., as a NAADAC Approved Education Provider, for 6.0 CE in the Legal, Ethical, and Professional Development skill group. NAADAC Provider #77553. PESI, Inc. is responsible for all aspects of their programming. Full attendance is required; no partial credit will be awarded for partial attendance. 

Addiction Counselors - Oklahoma Alcohol & Drug Counselors

PESI, Inc. is an Oklahoma Board of Licensed Alcohol and Drug Counselors approved provider # 20240032. This activity consists of 6.25 clock hours of continuing education instruction.

Nurses - Nurses, Nurse Practitioners, and Clinical Nurse Specialists - ANCC

PESI, Inc. is accredited as a provider of nursing continuing professional development by the American Nurses Credentialing Center’s Commission on Accreditation. Nurses in full attendance will earn 6.25 contact hours. Partial contact hours will be awarded for partial attendance.

Physicians - Physicians

PESI, Inc. is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians.

PESI, Inc. designates this live activity for a maximum of 6.0 AMA PRA Category 1 Credit(s)™. Physicians should only claim credit commensurate with the extent of their participation in the activity.

Other Professions

This activity qualifies for 380 continuing education minutes as required by many national, state and local licensing boards and professional organizations. Save your activity advertisement and certificate of completion, and contact your own board or organization for specific requirements. 


Terry Casey, PhD's Profile

Terry Casey, PhD Related seminars and products

Terry Casey, PhD, is a licensed psychologist, HSP health service provider with over 30 years of professional experience, including a 16-year tenure as the director of counseling & psychological services for a non-profit agency with over 30 counselors at over a dozen locations. He is in private practice in Franklin, Tennessee, teaches ethics and professional issues in counseling at Lipscomb University’s graduate program in clinical mental health counseling, and guest lectures at Trevecca Nazarene University’s PhD program in Clinical counseling. Dr. Casey also served for several years as the chair of the ethics committee for the Tennessee Licensed Professional Counselors’ Association and in an advisory capacity for graduate counseling programs at two universities. He has presented frequently on ethics to organizations such as the American Counseling Association, the Tennessee Licensed Professional Counselors Association, the Nashville Area Association of Christian Counselors, and others. For more information, visit his practice website at


Speaker Disclosures:
Financial: Dr. Terry Casey maintains a private practice and is a faculty member of Lipscomb University. He is a published author and receives royalties. Dr. Casey receives a speaking honorarium and recording royalties from Psychotherapy Networker and PESI, Inc. He has no relevant financial relationships with ineligible organizations.
Non-financial: Dr. Terry Casey is a member of the American Psychological Association, the Tennessee Psychological Association, the Tennessee Licensed Professional Counselor Association, and others. For a complete list, please contact

Additional Info


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Live Event Schedule

Please note: There will be a lunch and two 15-minute breaks; one in the morning and one in the afternoon. Lunch and break times will be announced by the speaker and at their discretion. A more detailed schedule is available upon request.

Timeline for Completion

Please complete the CE quiz and/or evaluation within one week after the event.


  1. Describe the interrelationships among codes of ethics, federal and state laws, and licensing regulations.
  2. Demonstrate familiarity with accessing and using tools and resources for compliant practice including secure, HIPAA compliant internet access, business associate agreements, and telehealth law applications.
  3. Analyze ethical and legal aspects of key technology-related topics including social media & communication policies, nuances of distance therapy, email & texting, and practice management systems.
  4. Integrate specific strategies for mitigating risk and avoiding ethical and legal problems.
  5. Identify the five essential perspectives for navigating all ethically problematic situations.
  6. Describe a process for effectively navigating ethically and legally challenging scenarios.


Strategic Approach to Protect Yourself, Your Practice and Your Clients
  • Awareness of codes, laws and regulations
  • Have a prevention mindset
  • Skills to navigate confusing systems
  • Decision-making process
  • Access to resources and tools to help
Sorting Out Codes of Ethics and Codes of Conduct
  • How ethics codes are established and why this matters
  • Ethical principles vs ethical standards at an advanced level
  • Key overlooked and misunderstood terminology
Deciphering Laws/Statutes, Rules, and Regulations
  • Federal laws – Which laws apply and why (e.g., HIPAA vs. FERPA)
  • Untangling state laws, statutes, rules, and regulations
  • States’ laws and regulations are not the same across states
  • Jurisdictional Issues – Practicing across state lines
  • Civil suits – What a plaintiff must demonstrate
  • Think like a licensing board and how to avoid disciplinary actions
  • How to respond to subpoenas and court orders
  • Risk - Knowing yourself and when you are on thin ice
  • The law of unforeseen consequences
  • Vicarious liability
Strategies for Reducing Risk, Avoiding Problems, and Maintaining Your Sanity
  • Social media and communication policy
  • Teletherapy-specific informed consent process
  • Exceptions to confidentiality on your practice website
  • Maintain a case load that is sustainable
  • How to ethically make referrals to other providers
  • VPN for security for online work
  • Boundaries, multiple relationship, and power differentials
  • BAAs with all HIPAA business associates
Advanced Tools and Resources for the Current Times
  • A framework to easily navigate dilemmas
  • Cloud-based practice management systems
  • Online resource regarding distance therapy and COVID-19.
  • App for sorting out teletherapy interjurisdictional practice issues
  • Psychotherapy notes – An underutilized HIPAA-authorized tool
  • And more!
Case Studies of Advanced/Challenging Issues and Vignettes
  • Practice operational issues - Referral streams & fee splitting; Legal and Ethical
  • Boundaries - Boundary crossing; variables; physical boundaries & gifts
  • Social media, email and texting -Tweets; Emails and the at-risk client; texting and boundaries
  • Multiple relationships- Dual relationships & power differentials
  • Distance therapy related- Distance therapy & COVID-19; out-of-state counseling
  • Minors, confidentiality, consent, & records access
  • Combined issues- Testimonials, websites, supervision; distance therapy dilemma; the play therapy request

Target Audience

  • Counselors
  • Social Workers
  • Psychologists
  • Case Managers
  • Addiction Counselors
  • Therapists
  • Marriage & Family Therapists
  • Nurses
  • Other Mental Health Professionals

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Mirabeau Park Hotel & Conference Center

1100 Sullivan Rd N, Spokane, Washington 99037, United States
(509) 924-9000

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Your satisfaction is our goal and our guarantee. Concerns should be addressed to: PO Box 1000, Eau Claire, WI 54702-1000 or call 1-800-844-8260.

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