Live Virtual CE Workshop
✨ 1-Hour Q&A Included ✨
Beyond the Practice® : Legal & Ethical Foundations for Expanding Your Business
August 21, 2026 @ 8:45 AM to 1:00 PM CT
4 CEs
Approved for Ethics or Supervision CEs
Register Now
What if you could grow beyond the practice®, with a digital course, retreat, membership, or podcast, without risking your license?
Beyond the Practice® : Legal & Ethical Foundations for Expanding Your Business
Digital courses. Retreats. CEUs. Memberships. Podcasts. Group programs. Today's therapists are building businesses that go beyond traditional therapy, and the opportunities are seemingly endless. But each innovative offer comes with its own set of unique ethical and legal considerations that we were never taught to navigate.
Beyond the Practice®: Legal & Ethical Foundations for Expanding Your Business is for therapists ready to get answers about how to innovate without leaving their license exposed. Taught by a therapist and attorney who has spent years helping mental health professionals build businesses that grow with integrity, this course walks you through the ethical dilemmas and legal considerations behind today's most popular expanded offers, from dual relationships to HIPAA, business entities, and email compliance.
You'll leave with a framework for evaluating your own opportunities, so you can build the business you're dreaming of with confidence instead of second-guessing yourself.
Register NowProgram Overview
This program examines the ethical and legal considerations therapists face when expanding their businesses beyond traditional therapy, including podcasting, digital courses, retreats, CEUs, and memberships. Participants explore relevant provisions of the ACA and AAMFT Codes of Ethics regarding dual relationships and role changes, along with HIPAA considerations related to protected health information across digital platforms. The course also addresses practical business questions, including whether to maintain a separate business entity, how to structure email marketing in compliance with the CAN-SPAM Act, and what clinical supervisors should consider when candidates pursue entrepreneurial ventures. Participants leave equipped to evaluate new offers before launching them, protecting both their clients and their licenses while building a business aligned with their values.
Approved CE Provider for:
Program Learning Objectives
Identify potential business opportunities beyond traditional therapy, including podcasts, memberships, digital courses, retreats, CEUs, and group programs, and the ethical considerations unique to each.
Analyze dual relationship issues under the ACA and AAMFT Codes of Ethics as they apply to expanded business offers, including role changes and previous or ongoing client relationships.
Evaluate HIPAA and legal considerations, including the definitions of protected health information, business entity structure, and email marketing compliance, when developing non-therapy offers.
Identify strategies and tactics for maintaining licensure integrity, structuring separate business entities, and establishing clear expectations with clinical supervision candidates who pursue entrepreneurial ventures.
About Brandi
Brandi Morgan Matthews, LMFT-S, Attorney at Law
As an LMFT-S and Attorney in Oklahoma, I previously founded and owned a multi-location group therapy practice for more than a decade. During my 15 years of practice as a therapist, I specialized in working with children and families in the context of divorce and custody matters. Since 2010, I have practiced law focused exclusively on the areas of: (1) child advocacy, including serving as a court-appointed guardian ad litem and parenting coordinator; and (2) legal consultation and representation for mental health professionals.
Today, my law practice focuses exclusively on serving mental health professionals in Oklahoma. Consultations include all issues related to the practice of therapy such as responding to subpoenas, court orders, records requests, and licensing board complaints to complex legal issues including suicide and homicide assessment, child abuse reporting, and domestic violence.
Through my years of experience as an attorney and mental health professional, I have consistently seen the need for quality continuing education on legal and ethical issues to help therapists proactively address and avoid costly legal issues--especially for therapists in private practice. To fill that need, my continuing education programs are dedicated to helping therapists build legally sound, profitable, streamlined, and sustainable businesses that make a significant impact--without the overwhelm, exhaustion, and burnout that is all too common to our profession.
Brandi Morgan LLC dba Brandi Matthews Coaching & Consulting has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 7755. Programs that do not qualify for NBCC credit are clearly identified. Brandi Morgan LLC dba Brandi Matthews Coaching & Consulting is solely responsible for all aspects of the programs.