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Opening, Managing, and Closing a Psychology Practice: Practical & Ethical Considerations

April 30 @ 12:00 pm - 4:15 pm

April 30, 2021, via Zoom

A 4-hour ethics MCE workshop

Showcasing local practice owners & directors:

Niki Blust, Psy.D., Caprice Lambert Psy.D., IMFT, & Ann Poortinga, M.S

With presentations from Ohio Psychological Association staff:

Jim Broyles, Ph.D., & Michael Ranney, M.P.A.

Concluding with a panel discussion including all presenters and featuring:

Special guest: Dennis O’Grady, Psy.D.

Hosted by Jonathan Cleveland, Ph.D.


Workshop Description

This workshop will focus on the healthy life cycle of a private psychology practice. An active discussion panel approach will be utilized. It will focus on:

  • Practical, ethical and legal aspects of opening a practice.
  • Maintaining a practice which includes marketing, billing, credentialing, social media, signing leases, etc. and thriving in a managed care world.
  • How to proactively avoid common ethical concerns and dilemmas.
  • Key items to consider in transferring, selling or closing a practice.


Learning Objectives

  • Attendees will learn about the ins and outs of bringing new therapists into a private group practice, from the beginning of the hiring process through their first year with a practice.
  • Attendees will become familiar with the importance of new hire paperwork, credentialing, billing setup, and quality assurance as well as mentorship.
  • Attendees will be able to identify best practices for therapist retention for a successful group practice.
  • Attendees will understand how to tap into adjacent markets based on your psychological skills to diversify your income stream.
  • Attendees will know how to use the power of books, training manuals, blogs, podcasts, marital therapy and coaching to work profitably within companies.
  • Attendees will know about the use of mentoring feedback to ensure self-care, avoid burnout, and be mindful of top ethical professional standards.


About the Workshop Presenters

Dr. Niki Blust has a Doctorate in Clinical Psychology, earned in 2004 from The Chicago School of Professional Psychology.  Dr. Blust has been working in the field of psychology since 1998 and became a Licensed Psychologist in Ohio in 2007. She began her private practice in Centerville that same year. Dr. Blust currently provides individual, couples and family therapy.  She is also a wife and mom and has worked hard to balance a solo practice while enjoying her family.



Dr. Caprice Lambert is the owner of Hearthstone Psychology, a thriving group practice in Kettering consisting of 7 clinicians and an office manager.  She has been practicing as a Licensed Psychologist since 2015 and an Independent Marriage and Family Therapist since 2008. Dr. Lambert is well known in the community and has a strong referral base from Dayton Children’s, Cincinnati Children’s, GLSEN, Equitas, Montgomery County Courts and various medical offices.  As a clinician, Dr. Lambert specializes in mood and anxiety disorders, trauma related issues, LGBT concerns, family dynamics, couples therapy and the psychological impact of physical illness.


Ann Poortinga holds a Master’s Degree from New York College of Chiropractic and has worked in business office administration for private practices for over 15 years. She is the Director of Operations at Layh & Associates and has been with the practice for 8 years.  Layh & Associates is a well-established private psychology practice in Yellow Springs with 16 providers and 6 support staff. Ann has been on the Steering Committee for the Community Health Improvement Plan for Greene County for the past 5 years and has a very active interest in forming more active, collaborative relationships between private mental health practices in our area.


Dr. Jim Broyles is Director of Professional Affairs of the Ohio Psychological Association.  He has been a member of OPA since 2002.  He has served as Finance Officer, President, Insurance Committee Chair, Marketing Task Force Chair, LGBT Committee chair and has been a member of numerous committees over the years he has been involved with OPA.  He currently co-chairs OPA’s Leadership Development Academy.  Dr. Broyles has a practice in Grove City, Ohio, just south of Columbus, and specializes in working with children, adolescents, families, and LGBT issues.



Michael O. Ranney, MPA, has served as CEO/Executive Director of the Ohio Psychological Association since 1997.  In December 2007, he completed 3 terms as a member of the APA Committee for the Advancement for Professional Practice (CAPP), serving as the elected representative of the Council of Executives of State and Provincial Psychological Associations (CESPPA).  He is a graduate of Allegheny College, Meadville, Pa (BA) and the University of Pittsburgh (MPA).  His career includes work in non-profit management, marketing, public relations and fund raising.  He has worked for an opera company, drug and alcohol program, halfway house for ex-offenders, humane society, center for emotionally disturbed children and several political campaigns.


Dr. Dennis O’Grady, the father of the TALK2ME© System, is a veteran 40-year leadership trainer, marriage counselor, family business consultant, and Past President of the Dayton Area Psychological Association. Dr. O’Grady received his doctorate in 1982 from the School of Professional Psychology at Wright State University. Dennis has developed and taught over 500 leadership training courses in diverse workplace settings that have included writing highly customized training manuals.  He is co-author with his daughter, Riley O’Grady, of their new book Communicate Like A PRO: Tools That Forever Change the Way You Listen, Love, & Lead.  As a team, they offer PRO Workshops that include powerful tools to solve long-standing relationship problems and challenging communication obstacles as they play out at home, in your relationships, and at work.


Dr. Jon Cleveland is the Director of Adult Psychology at Cordell Associates, LLC, a group practice comprised of 16 clinicians that has been providing psychological services in the Dayton area for over 45 years.  Dr. Cleveland is Past President of the Dayton Area Psychological Association, and incoming Chair of Membership for the Ohio Psychological Association.  From 2018-2020, he was Editor-in-Chief of Trauma Psychology News (a publication of APA Div. 56).  Dr. Cleveland also serves as Clinical Faculty at Wright State University’s School of Professional Psychology, where he supervises advanced doctoral students in working with complex trauma and dissociative disorders.



When: Friday, April 30th, 12:00 – 4:15 pm


C.E.U. Credit & Cost: 4 hours of CEUs for attendance.  Free for DAPA members and students with identification. $65 for non-DAPA members, payable at the workshop by credit card, check or cash.


Workshop Reservations:  Call Ashlee at 937-428-0724 or email her at ashlee@drogrady.com by Tuesday, April 27th.



DAPA is an Ohio Psychological Association MCE Program provider for psychologists.

DAPA is responsible for the program.


April 30
12:00 pm - 4:15 pm
Event Categories:


via Zoom