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


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  • CE Hours Included: 3 Ethics, Core, or Related (please see below for details)
  • Format: On-Demand Webinar (“Asynchronous”) ~ At your leisure to be viewed at your own pace. You may pause, rewind, and fast forward at any point during the videos. You are in complete control of how you view this workshop. It also comes with a PowerPoint and references. There is a quiz at the end to ensure viewing and required by all CE approval organizations.
  • Investment: $87
  • Presented by: Anne McSorley, LPC and Patricia A. Daly, JD (see bios below)

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 and 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.
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.

3 Ethics, Core, or Related CE Clock Hours:

  • Psychologists: The Knowledge Tree (TKT) is approved by the American Psychological Association to sponsor continuing education for psychologists. TKT maintains responsibility for this program and its content.
    • Georgia Psychologists: All online webinars (both real-time "synchronous" and on-demand "asynchronous") count the same as "live" throughout 2022 (including ethics). There is also a proposed Board rule to make this change permanent. Please stay tuned for updates.
    • Licensed in another state: The Knowledge Tree is a Continuing Education Sponsor Approved (CESA) by APA, so all of our workshops should satisfy your CE requirements, but please check your state rules.
  • Counselors: The Knowledge Tree has been approved by the National Board for Certified Counselors (NBCC) as an Approved Continuing Education Provider, 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.
    • Georgia Counselors: This workshop has been approved for 6 Core Hours as an "On-Demand - asynchronous" course by NBCC (ACEP # above). NBCC hours satisfy the requirements of the Georgia Composite Board. They do not need to be approved by LPCA. This 6 CE course needs to be "Core" because the Georgia Composite Board requires that all Ethics hours be obtained either live or via a live synchronous webinar.
    • Licensed in another state as a Counselor: The Knowledge Tree is approved by NBCC as an Approved Continuing Education Provider, so all of our workshops should satisfy your CE requirements, but please check your specific state rules to be certain.
    • Licensed in Canada as a Counselor: This workshop is approved for 6 credit hours through CCPA, event code 64957756.

  • Social Workers: This workshop is approved for 3 core hours through GSCSW, approval #120922.
    • Georgia: Ten Core hours of On-Demand are expressly permitted, and the extra five would be your optional Independent Study hours. "Ethics" hours must be obtained via a live "Synchronous" event (either in-person or Live Webinars). Therefore, this course would be considered Core hours rather than ethics. Please see our Live Webinars for Ethics options.
    • Licensed in another state as a Social Worker: The Knowledge Tree has applied for approval for this workshop through GSCSW. Many states will honor approval from another state, or they will honor our approval through APA -The Knowledge Tree (TKT) is approved by the American Psychological Association to sponsor continuing education for psychologists. TKT maintains responsibility for this program and its content.
  • Licensed as an MFT: The Knowledge Tree has national approval for all our courses through APA. Many states will accept APA-approved continuing education hours, but please check your specific state rules & regulations.

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 Veteran's Affairs for easy reimbursement of educational expenses for VA employees.


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Workshop Coordinator at:

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