Ethics and Boundaries – Avoiding Pitfalls and Preserving the Alliance

Ethics and Boundaries – Avoiding Pitfalls and Preserving the Alliance

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Let’s face it, boundaries in therapy are icky! It’s uncomfortable, it’s awkward, and it is entirely OUR job to manage them in order to ensure therapy is successful, both parties are protected, and our clients get value from our services. They can determine whether you get paid, they can determine whether your client shows up for a session, they can determine whether you keep a caseload or not, and they can even determine whether or not you keep your license and your career. So many considerations, such an important topic for all of us!


Please join us to increase your knowledge and insight into appropriately setting ethical boundaries in challenging situations with clients. Jodi Geis-Crowder will shed light on how the behavioral health care industry is reflected in our media, social media and culture, and how that reflection impacts expectations of clients. Jodi will also provide a checklist you can use in mandatory disclosure to easily begin artfully deploying ethical boundaries to help you manage expectations throughout the therapeutic relationship. She will also share a number of juicy case examples to challenge your ethical decision-making and help you navigate ethical dilemmas when they arise. You don’t want to miss this opportunity to be fully engaged, challenged, and entertained as you knock out some of your ethics CE requirements, explore the art of boundaries in therapy, and further develop your ethical decision-making expertise!

This training will provide participants clinical knowledge and tools to:

a). Identify three reasons why mandatory disclosure is one of the most important aspects of client care and setting the stage for boundaries from the first session.

b). Develop your own checklist/script for mandatory disclosure and identify three areas that are crucial to include to protect your professional liability.

c). Define ethical client boundaries and identify at least three approaches that assist a therapist to manage clients that push boundaries while preserving the therapeutic relationship.

d). Define transference and countertransference and two approaches that you can take to manage it in a therapeutic relationship.

e). Define suicidal blackmail and identify two risk management approaches to keep clients safe and limit your professional liability.

f). Identify two situations in which social media and the media impact how clients perceive the therapeutic relationship.

g). Identify three ways that you can safely market your practice while maintaining professional boundaries with marketing and social media.

h). Identify two reasons why a clear fee schedule is a necessity and how to manage monetary challenges without contaminating the therapeutic relationship.

i). Define your own ethical decision-making model and identify three points that should be part of your model.

j). Demonstrate an understanding of the importance of obtaining a supervisor or consultant by identifying two ways that consulting with another professional can assist you to set clear boundaries and protect your professional liability.

Jodi Ann Geis-Crowder, MS, LPC, ACS


A native of Wyoming, Jodi holds an Associate of Science Degree in Education from Northwest College in Powell, Wyoming, a Bachelor of Science Degree in Social Sciences with areas of emphasis in psychology, economics, political science and anthropology, and a Master of Science Degree in Counselor Education and Human Development with an emphasis in Leadership from the University of Wyoming in Laramie, Wyoming.


She holds professional counseling licenses in good standing in Colorado (LPC-2476, March 2000) and Wyoming (LPC-1602, September 2016), is an Approved Clinical Supervisor, a certified Solution Focused Brief Therapy practitioner, is a trainer for Professional Case Management and Ethical and Legal Issues in Counseling.


She also developed a therapeutic horticulture program while at Centennial Mental Health Center.   Jodi has held positions as a clinician, clinical coordinator, clinical supervisor, regional clinical director, telehealth clinical supervisor and education and training coordinator in her years in community behavioral health.  In addition to the program development mentioned above, Jodi was the architect for and developed a centralized telehealth clinical supervision model for Peak Wellness Center.

This online workshop will give you instant access to 2 sessions of video content, accessible via streaming on our website, as well as downloadable PowerPoint slides (PDF) and additional supplemental materials. You can view the course content in your own time, there is no time limit on access.


 The duration of this course is 3 learning hours.


Please click the green ‘Mark Complete’ button on each module as you progress. A certificate of completion will be generated upon finishing the course and completing a short assessment quiz. If the certificate is not showing, please confirm you have marked all sections as ‘Complete’. Please consult your professional organisation/association to confirm whether you are able to claim any CPD points/hours for this online workshop.