October 8, 2026
9:00 AM - 11:00 AM
Pacific
2 Hours | 2 CEs
$150 Registration | $125 Early Registration (through October 1st) | Live Virtual Training via Zoom
Rochelle Ritzi, PhD, presents a live virtual professional training program on Starting a Counseling Private Practice: Tips and Advice from a Private Practice Owner.
Transitioning into private practice requires mental health professionals to assume responsibilities beyond direct clinical service delivery, including ethical decision-making, legal compliance, administrative planning, and boundary management.
This program examines key professional considerations in the formation and sustainability of private practice through an ethical, legal, and professional-standards framework. Topics include defining the scope of practice, establishing practice policies and procedures, selecting documentation and service-delivery systems, managing professional boundaries, and understanding ethical considerations related to advertising and referrals. Emphasis is placed on risk awareness, professional accountability, and clinician well-being. Illustrative examples aligned with applicable ethical guidelines and regulatory standards will be used to help participants make informed decisions about private practice.
This program is designed for professionals at any stage of their career, across a variety of settings. It is especially valuable for those who are curious about opening a private practice or who support someone who does.
Program Outline:
- Introduction
- Welcome and overview of the presenter’s professional background
- Purpose and scope of the training
- Overview of private practice within ethical and professional standards
- Defining Scope of Practice and Professional Focus (formerly “Niche”)
- Clarifying professional motivations and areas of competence
- Ethical considerations related to specialization and scope of practice
- Risks associated with overly broad or misaligned practice focus
- Reflective activity: Identifying areas of professional competence and interest
- Business Planning & Legal / Administrative Foundations
- Practice planning as a tool for professional accountability
- Vision, mission, services, and practice priorities
- Financial planning considerations framed within sustainability and risk management
- Legal and regulatory considerations
- Practice structures (e.g., LLC, PC)
- Licensure, jurisdictional requirements, zoning, and insurance
- Required practice policies, informed consent, and documentation
- Setting Up Practice Logistics & Operations
- Office and service-delivery considerations
- In-person, telehealth, and hybrid models
- Work hours and workload management
- Administrative systems
- Scheduling, billing, EHR/telehealth platforms
- Data security, confidentiality, and recordkeeping
- Boundary management and clinician well-being
- Preventing role strain and burnout
- Ethical Advertising, Referrals, and Professional Representation
- Ethical standards governing advertising and public statements
- Professional representation in online and directory listings
- Referral relationships and professional networking
- Avoiding conflicts of interest
- Maintaining transparency and accuracy
- Distinguishing ethical education from promotion
- Common Professional Pitfalls and Risk Mitigation
- Common challenges in private practice
- Boundary erosion
- Administrative overload
- Practicing without adequate planning
- Risk management strategies
- Managing workload and financial stressors
- Monitoring professional functioning
- Professional consultation and support as safeguards
- Integration Activity
- Synthesizing ethical, legal, and administrative considerations
- Identifying next steps consistent with professional standards
- Developing a personal action plan grounded in ethical practice
- Conclusion
- Summary of key concepts
- Emphasis on ethical accountability and sustainability
- Encouragement of ongoing peer consultation and professional support
Intended Audience
This live program is intended for mental health and other allied professionals.
Experience Level
This live program is appropriate for beginner, intermediate, and advanced level clinicians.
CE / CPD Credit
APA, ASWB, CPA, NBCC: Click here for state and other regional board approvals.
Learning Objectives
Upon completion of this program you will be able to:
Describe ethical and legal considerations relevant to establishing and operating a private practice
Describe factors involved in defining the scope of practice and professional boundaries in independent practice
Describe key administrative and documentation requirements for private practice settings
Describe ethical considerations related to advertising, referrals, and public representation
Describe common professional risks in private practice and strategies to mitigate and manage them
Live Event Policy
Registration for our live events is covered for one (1) person per purchase. If you would like to purchase for a group, please contact our group training team.
Event Communications
When registering, use an email that is active and that you check regularly. We are not responsible for communications not being received; if you do not add caps@paloaltou.edu to your email safe sender list, our emails are likely to end up in your spam or junk folders.
Cancellation Policy
This is a live program only and will not be made available on-demand. If you are unable to attend live please contact customer service 48 hours before the live event to request a refund.
Event Conduct
Professional conduct is expected during our live programs. Our goal is to make our events as interactive as possible for all participants. We reserve the right to remove any participants who are disruptive, act unprofessionally, or who we are unable to verify their purchase.
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CE Credit
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Convenience & Flexibility
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