How to Scale to a 7-Figure Group Practice

Featuring Nichole McCance, PhD 9:30 – 10:30 AM Click here for information about Nichole McCance

What if scaling to a 7-figure group practice wasn't as complicated as it seems? Nichole scaled to 55 therapists and hit 7-figures in just 3 years—and it all came down to a few key strategies. These weren't things learned in grad school. Instead, through trial and error she uncovered the exact steps. Now, she's sharing her proprietary 5-Step Scaling Method: How to Scale to a 7-Figure Group Practice. You'll walk away with actionable steps to start scaling today!

Finding the Clients You Want: Marketing to Your Niche

Featuring Allison Puryear, LCSW 10:40 – 11:40 AM Click here for information about Allison Puryear

Having a niche makes getting clients faster & easier. In this training we'll address your concerns about niching down, make finding your niche easier, & practice identifying an ideal client within your niche so marketing is 1000x easier. Allison will break down how to use your niche to market more effectively so clients find you and choose you.

How to Set and Raise Your Fees

Featuring Tiffany McLain, LMFT 11:50 AM – 12:50 PM Click here for information about Tiffany McLean

Real Talk: You don't need more marketing tips. You don't need to dance on Instagram, invest 5k into a new website, or start a group practice to hit $200K years. The path is so much simpler. In this no-fluff session, Tiffany McLain, LMFT reveals the only strategy that consistently leads to freedom, flexibility, and serious income: a low-volume, cash-pay, premium fee practice. After 8 years of helping therapists create premium fee, cash pay practices, Tiffany has discovered what therapists must have in place in order to reach 200K while seeing fewer than 15 clients/week. You'll walk away with a clear, ethical path to more income, fewer clients, and the financial ease your practice should be designed to provide, by learning:

• How the martyrdom myth is undermining our professional credibility—and your financial security
• The Real Reason Marketing Feels Exhausting (Hint: It's Not the Algorithm)
• The 3 Steps to $200K Years with Just 15 Cash-Pay Clients

From Invisible to In-Demand: How Therapists Can Market Themselves

Featuring Amber Dee, LPC 1:20 – 2:20 PM Click here for information about Amber Dee

Most therapists are trained to be great clinicians but rarely trained to market themselves. This session teaches therapists how to position themselves as sought-after experts, increase their visibility, and secure additional income opportunities beyond the therapy room. Attendees will walk away with practical tools, templates, and strategies they can implement immediately.

This session is tailored to support your goals, such as:

• Pitching Corporations: How therapists can land paid workshops, ERG sessions, and ongoing wellness partnerships.
• Brand Deals & Collaborations: Step-by-step pitching strategies specifically designed for therapists.
• Media & Marketing: How to get featured in media, appear on podcasts, and convert visibility into client demand.

Build the Financial Foundation for a Thriving Practice

Featuring Andrew Riesen & Forrest Perry 2:30 – 3:30 PM
Click here for information about Andrew Riesen — Click here for information about Forrest Perry

Join Heard Technologies' Andrew Riesen and Forrest Perry as they break down the essentials of building a strong financial foundation for your private practice. In this session, you'll learn how to choose the right business structure, set up banking and bookkeeping systems, and streamline your tax processes. Discover practical strategies for managing quarterly taxes, maximizing deductions, and creating financial clarity, so you can focus on what matters most: your clients.

Key Takeaways:

• Understand how to select the best business entity and tax structure for your practice
• Learn simple steps to organize bookkeeping and automate financial systems for clarity and confidence
• Identify overlooked tax deductions and strategies to reduce your overall tax burden

The Ethical Use of AI in Private Practice

Featuring Ted Faneuff, LISW-S, Amy Parks, PhD, LPC, ACS & Candice Thompson, LMFT 9:30 – 10:30 AM
Click here for information about Ted Faneuff Click here for information about Amy Fortney Parks Click here for information about Candice Thompson

Artificial Intelligence is already transforming the way therapists manage their caseloads, organize information, and make clinical decisions. Yet many clinicians still feel uncertain about how to approach AI in a responsible, client-centered way. This down-to-earth training offers a practical roadmap to help you understand and apply AI tools that are available right now—without getting lost in the tech jargon or compromising your ethics. From cutting down on paperwork, to surfacing clinical patterns, and tools for supervision, you'll discover how to harness AI as a supportive ally in your practice, while keeping the human connection front and center.

Documentation Strategies for Private Practice: Prevent Audits and Uphold Ethical Standards

Featuring Beth Rontal, LCSW 10:40 – 11:40 AM Click here for information about Beth Rontal

This training, featuring documentation expert Beth Rontal, LCSW, will help you understand the triggers that lead to audits, clawbacks, and ethical issues in mental health documentation, as well as how to avoid them. Participants will learn about the five types of insurance audits, common and unintentional documentation mistakes, and what constitutes insurance fraud. Private practice therapists, group practice owners, and supervisors will gain valuable insights and concrete examples for creating documentation that is compliant, clinically strong, and ethically sound.

Top Tax Deductions for Therapists

Featuring Andrew Riesen & Forrest Perry 11:50 AM – 12:50 PM
Click here for information about Andrew Riesen — Click here for information about Forrest Perry

Taxes don't have to be overwhelming when you know how to make them work for you. Join Heard Technologies' Andrew Riesen and Forrest Perry as they reveal the most effective strategies to reduce your tax burden and keep more of your hard-earned income. From high-value deductions to home office savings, you'll learn how to turn everyday practice expenses into powerful tax advantages.

Key Takeaways:

• Identify impactful deductions like CEUs, supervision, and professional tools
• Claim home office deductions correctly and choose the best method
• Spot overlooked write-offs and optimize reporting for any practice structure

The Therapist's Insurance Roadmap: Paneling, Billing, and Practice Stability

Featuring Jason Herr, PsyD 1:20 – 2:20 PM Click here for information about Jason Herr

This information-packed session provides therapists with a clear, practical introduction to accepting insurance in private practice. You will learn the basics of credentialing, how to get paneled with major insurers, and what to consider when deciding whether to accept insurance. As well as how insurance works in general, billing with CPT codes, ICD vs DSM, common pitfalls, and strategies for managing administrative burden while maintaining a sustainable practice. Ideal for any and all early-career clinicians or private practitioners considering expanding into insurance-based services.

Income Beyond the Couch: Making Money Outside of Direct Care

Featuring Patrick Casale, LCMHC 2:30 – 3:30 PM Click here for information about Patrick Casale

In this energizing and practical workshop, Patrick Casale will guide you through real-world strategies to generate sustainable income beyond the therapy room. Whether you're burned out on back-to-back sessions or simply dreaming of more freedom and creativity, this workshop will show you how to turn your skills, passions, and expertise into scalable offerings like book publishing, courses, retreats, consulting, and more. You'll walk away with tangible ideas, cautionary tales, and a fresh perspective on how to build a business that supports your life—not the other way around.