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Money Matters (6 Hour Workshop)

June 14, 2010 by

Ethical, Professional & Business Aspects of Running an Independent Practice

This all-day workshop first covers ethical, legal, & personal issues that can affect business decisions, then provides a process for clarifying & expanding your own business plans.  [NOTE: CE Credits are offered only for the morning portion of the workshop.]

Part I (Morning)
Ethical, Legal & Personal Implications of Your Financial Decisions
Mary Alice Fisher, Ph.D. & Joyce McCusty, LCSW

  I.  Ethical Standards, Legal Regulations & Contracts Affecting Financial Decisions

A. Fees

B. Billing

C. Insurance

D. Managed Care

E. Collections

 II.  Personal Money Issues That Can Cloud Business Decisions

III.  Weighing the Ethical & Legal Implications of Your Own Financial Policies

IV.  Developing Ethical Policies vs. “Following the Crowd”

V.  “Speaking of Money…..” – Explaining Your Policies to Clients (Informed Consent)

Part II (Afternoon)
Re-Inventing Your Practice as a Business:  A Step-By-Step Guide
Lou Perrott, Ph.D.

 I. Introduction:  Matters of Ethics, Business, Morality, Greed, and Altruism

II. Establishing a Pro-Business Mindset While Maintaining Professional Standards

A. The Fundamental Law of Accounting 101

B. Marketing Matters

III. The Four P’s, One at a Time, and Slowly Considered

A. Products

B. Pricing

C. Place

D. Promotions

IV. Forming a Business Plan:  Planning to Profit While Running Your Business Ethically

Filed Under: Workshop Archives

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Upcoming CE Workshops

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CE Workshop Locations

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CE Courses Are Approved By:

continuing education for American Psychological Association The Center for Ethical Practice is approved by the American Psychological Association (APA) to sponsor continuing education for psychologists. The Center maintains responsibility for this program and its content.


continuing education for National Board for Certified Counselors (NBCC) The Center for Ethical Practice has been approved by National Board for Certified Counselors (NBCC) as an Approved Continuing Education Provider (ACEP No. 6768). The Center is solely responsible for all aspects of the programs. Programs that do not qualify for NBCC credit are clearly identified.


continuing education Association of Social Work BoardsThe Center for Ethical Practice (provider #1287), is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Organizations, not individual courses, are approved as ACE providers. State and provincial regulatory boards have the final authority to determine whether an individual course may be accepted for continuing education credit. The Center for Ethical Practice maintains responsibility for this course. ACE provider approval period: 3/21/2021-3/21/2024.

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