Therapist and Coach: An Ethical Path to Adding Coaching Services to Your Practice - 3 CEUs


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When and Where:

  • Date: Friday, February 10, 2023
  • Time: 1:00pm - 4:15pm Eastern Time
  • CE Hours Included: 3 Ethics or Core (please see below for details)
  • Location: Live Interactive Webinar (“Synchronous”) on Zoom
  • Investment: $87 before Friday, January 27th at 5:00pm Eastern Time, $97 after
  • Presented by: Anne McSorley, LPC and Patricia A. Daly, JD (see bios below)
  • Workshop Recording: A recording of this workshop is available to review for 60 days after the presentation. However, participants must attend live to receive the "Synchronous" CE Certificate.
  • Instruction Level: Intermediate
  • Target Audience: Psychologists, Counselors, Social Workers, Marriage & Family Therapists, Psychotherapists, Other Mental Health Professionals

Educational Objectives:

In this workshop, you will learn how to:

  • Identify the similarities and differences between counseling and coaching
  • Highlight the core coaching skills most therapists possess, and the variety of paths to beginning a coaching practice
  • Analyze coaching issues in the context of ethical codes of conduct, with a specific focus on professional boundaries and confidentiality
  • Explore the coaching process and the development of the coaching relationship
  • Evaluate an array of sample coaching sessions that demonstrate the types of issues clients typically bring to their coaches and the ethical concerns they raise
  • Discuss common business and ethical matters involved in managing two types of practices

Workshop Description:

Coaching is a valued and thriving profession. The best coaches are thoughtful, prepared, and cognizant of the advantages and limitations of their role. For this reason, many therapists have a natural aptitude for coaching. This workshop explores the potential for expanding an established counseling practice by adding coaching services.
The presenters will share their extensive experience in counseling, business, and law – all in the context of a successful coaching practice. Ms. McSorley, a Licensed Psychotherapist, Board Certified Coach, and a small business owner, will offer her perspective on why counselors of every type should consider coaching as a way to enhance their professional impact and satisfaction. Ms. Daly, an attorney and Board Certified Coach, will share her experience moving into the coaching space from a state-licensed profession with comprehensive ethical rules and close client relationships. The easy dynamic between Ms. McSorley and Ms. Daly will allow for a comfortable and down-to-earth conversation. Through a series of examples, they will move through a variety of circumstances under which people seek coaching services, providing an authentic representation of how it all works.
This workshop also tackles fundamental concerns, like credentialing and common business issues. On every topic they cover, the presenters will address relevant ethical obligations, with a particular focus on confidentiality and professional boundaries. Attendees will have the opportunity to discover whether coaching might be a good fit for their professional development.

Presented by: Anne McSorley, LPC, ACS, NCC, BCC

Anne McSorley is an accomplished business consultant and executive coach who has been based in Atlanta for over 35 years. Her work largely centers on organizational health and workplace consultation, both for the executive and the team. Her executive coaching practice includes C-level executives and middle managers throughout the United States and internationally. Her expertise is in emerging leaders and how they perform in the workplace, and she attracts clients who change the world and themselves in the process.

Anne has been a frequent speaker, trainer, and consultant for a variety of corporate and public sector clients across the country. Her consulting work is based in critical issues that inform today’s workplace. Anne holds an undergraduate degree in Business Administration and a graduate degree in Counseling and Psychological Services. She is a Board Certified Executive Coach and a Licensed Professional Counselor.

Presented by: Patricia A. Daly, JD, BCC

Pat Daly has worked for more than two decades training and advising lawyers, managers, directors, and leaders. She understands protocol and hierarchy in corporations, law firms, academia, and non-profit organizations. Pat's clients are focused on improving their professional performance and navigating interpersonal issues in the workplace, as well as career development, promotions, and other transitions. Pat develops dynamic coaching sessions and directs training workshops on essential skills, including communication, supervision, and change management.

A former two-term member of the Pennsylvania Continuing Legal Education Board and lecturer in Professional Responsibility, Pat’s fluency in ethics informs all of her work. It also sets her apart from her coaching peers. Her focus on meeting ethical obligations in all circumstances drives her clients to maintain a high level of professionalism and integrity. Pat is a member of the Pennsylvania Bar and a Board Certified Coach.

Agenda:

  • 12:30 - 1:00 Sign-In
  • 1:00 - 2:30 Afternoon Session
  • 2:30 - 2:45 Break
  • 2:45 - 4:15 Afternoon Session (Cont.)
  • 4:15 - Continuing Education Certificates Available

3 Ethics or Core CE Clock Hours Included - Details by License Type Below:

  • PSYCHOLOGISTS: The Knowledge Tree (TKT) is approved by the American Psychological Association (APA) to sponsor continuing education for psychologists. TKT maintains responsibility for this program and its content. For more detailed information on the current CE ruling in Georgia, or if you are licensed in another state or country, please click here.
  • COUNSELORS: The Knowledge Tree has been approved by the National Board for Certified Counselors (NBCC) as an Approved Continuing Education Provider (ACEP), ACEP No. 7153. Programs that do not qualify for NBCC credit are clearly identified. The Knowledge Tree is solely responsible for all aspects of the programs. For more detailed information regarding CE approvals, please click here.
    • Counselors Licensed in Canada: This workshop is approved for 3 credit hours through the Canadian Counseling and Psychotherapy Association (CCPA), event code: 64960980.
  • SOCIAL WORKERS: This workshop is approved for 3 ethics CE hours through the Georgia Society for Clinical Social Work (GSCSW), approval #120922. If you are licensed in another state or country, please click here for more detailed information.
  • MARRIAGE & FAMILY THERAPISTS: This workshop is approved for Ethics Hours for Marriage and Family Therapists via LPCA-GA through reciprocal agreement with the Georgia Composite Board of Professional Counselors, Social Workers, and Marriage & Family Therapists. If you are licensed in another state or country, please click here for more detailed information.

To view our various workshop policies, including our multi-workshop discount & refund policy, please click here.

We are an approved vendor for the U.S. Department of Veterans Affairs (VA) for easy reimbursement of educational expenses for VA employees.


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Workshop Coordinator at:

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