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About me

How to Organize Complex Cases and Keep Therapy on Track
with Kathy Steele, MN, CS, APRN


Online Workshop via Zoom
Bonus: receive 60-day access to the recording when you register!



$145 CAD + tax

$130 USD

Saturday, February 17th, 2024

11:00 AM to 5:15 PM Eastern 8:00 AM - 2:15 PM Pacific CA/USA 9:00 AM - 3:15 PM Mountain CA/USA 4:00 PM - 10:15 PM London, UK 5:00 PM - 11:15 PM Madrid, Spain 5:00 PM - 11:15 PM Berlin, Germany 5:00 PM - 11:15 PM Copenhagen, Denmark Begins at 6:00 PM Helsinki, Finland

Live Online via Zoom

Video via Home Study 

(60 days access)




$145 CAD + tax

$130 USD


Psychologists, Social Workers, Psychotherapists, MFTs, LPCs, graduate-level Counselors, any other mental health professionals/providers.

Workshop Description

One of the greatest challenges in working with complex trauma disorders is to provide a step-wise, rational, and relatively steady treatment approach. Regardless of the modality used, several principles of treatment can help guide the therapist who may feel pulled in multiple directions. Organizing a case in a methodical way alerts the therapist to potential challenges in treatment, helps focus treatment approaches in chaotic situations, supports identification of specific treatment targets, and helps the therapist focus on process rather than content. Comorbidity, crises, defenses, intense transference and countertransference, developmental deficits, inner conflicts, and disorganized attachment style are only a few issues that contribute to difficulties in maintaining a stable therapy. We will explore specific ways to organize treatment that offer the therapist a meta-view of what the client needs, opening a path toward a rational treatment plan. We will explore how to assess specific prognostic factors and set collaborative therapeutic goals. 

Learning Objectives 

Participants will be able to:


  1. List at least five (5) treatment principles that help keep therapy on track.

  2. Discuss rational approaches to a client with several mental health disorders (comorbidity).

  3. Identify at least five (5) indicators of prognosis and treatment trajectory that impact treatment planning.

  4. Describe how we can understand how clients organize their experiences internally.

  5. Create a treatment plan for a client with a dissociative disorder, based on clinical assessment of dissociation, defenses, personality traits, and other prognostic factors.

The Envision Difference

100 % online:  Develop your skills from the comfort of your home or office via Zoom.

Live Q&A:  Ask questions during the live Q & A with the presenter and participants.

60 Days access:  Can't attend live?  Watch later. 60 days of access to the workshop recording and materials and receive a certificate with CEs for home study learning. *Exception applies, see CE section below


Workshop Schedule - Eastern Time (ET) 

11:00 am - 12:00 pm

  • Introduction: Understanding a case beyond trauma

  • What is involved in a thorough case conceptualization?

    • Listening to the client’s narrative as a way of understanding how the client organizes

    • What is the client like in the session, with implications for treatment?

    • What transference and countertransference is present, and implications for treatment

    • What relational patterns do we observe  and experience?

    • Assessment of emotions, mentalizing functions and other capacities

    • Assessment of highest level of functioning

    • What can previous treatments tell us about the client?

12:00 pm - 12:30 pm

  • The therapist’s experience as key to conceptualizing the client

12:30 pm - 1:00 pm

  • Break

1:00 pm - 1:15 pm

  • Q & A

1:15 pm - 2:00 pm

  • Understanding the inner organization of the client: How does the client organize experience?

  • Identifying defenses, inner conflicts and fantasies that may interfere with therapy 

2:00 pm - 2:30 pm

  • What to look for in comorbid personality disorders: A meta-perspective

  • Prognostic factors that guide treatment planning 

  • How to formulate a reasonable treatment plan with collaborative goals

  • A rational perspective on working with dissociative parts to promote gradual integration

2:30 pm - 3:00 pm

  • Break

3:00 pm - 3:15pm

  • Q & A

3:15 pm - 4:00 pm

  • How to formulate a reasonable treatment plan with collaborative goals

  • A rational perspective on working with dissociative parts to promote gradual integration​

4:00 pm - 5:00 pm

  • Keeping Therapy on track

    • ​Using goals to track therapy

    • Principles of treatment that keep therapy on track

5:00 pm - 5:15 pm

  • Q & A​


About Kathy Steele, MN, CS, APRN

Kathy Steele has been in private practice since 1985, and with Metropolitan Psychotherapy Associates in Atlanta, Georgia since 1988. She was Clinical Director of Metropolitan Counseling Services, a non- profit psychotherapy and training center until 2016. She is a Past President and Fellow of the International Society for the Study of Trauma and Dissociation (ISSTD), and has also served two terms on the Board of the International Society for Traumatic Stress Studies (ISTSS). Kathy served on the International Task Force that developed treatment guidelines for Dissociative Disorders, and on the Joint International Task Force that has developed treatment guidelines for Complex Posttraumatic Stress Disorder. She has received a number of awards for her work, including the Lifetime Achievement Award from ISSTD, an Emory University Distinguished Alumni Award, and the Cornelia B. Wilbur Award for Outstanding Clinical Contributions from ISSTD. Kathy has (co) authored numerous book chapters, peer reviewed journal articles, and three books with her colleagues.


Continuing Education (CE) Credits:
5 CE credits/contact hours awarded
*CE credits also available for the home study version!
See our FAQ section below for more information

American Psychological Association (APA) 

Envision Counselling & Consulting, Inc. is approved by the American Psychological Association to sponsor continuing education for psychologists. Envision Counselling & Consulting, Inc. maintains responsibility for this program and its content.


National Board for Certified Counselors 

                 Envision Counselling and Consulting has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 7241. Programs that do 

                 not qualify  for NBCC credit are clearly identified. Envision Counselling and Consulting is solely responsible for all aspects of the programs.

Canadian Psychological Association (CPA)  

Envision Counselling & Consulting, Inc. is approved by the Canadian Psychological Association to offer continuing education for psychologists. Envision Counselling & Consulting, Inc. maintains responsibility for the program.  

Canadian Counselling and Psychotherapy Association (CCPA)  

CCPA has reviewed and approved the content of this workshop for 5 CEC

The BC Association of Clinical Counsellors (BCACC) 

This workshop is eligible for 5 CE Credits

Please ensure to check with your individual state boards/regulatory body to verify Continuing Education Credit Hours requirements and if the workshop you are planning to take qualifies. Licensing Boards change regulations often and while we attempt to stay abreast of their most recent changes, if you have questions or concerns about a specific course meeting your specific board’s approval, we recommend you contact your board directly to obtain a ruling.


Dec 15CE credit



What are the requirements for obtaining CEs?

Participants must have paid the tuition fee, logged in at the start of the live interactive webinar and logged out at the end, and attended the entire webinar to receive a certificate. Failure to log in or out will result in forfeiture of credit for the entire webinar. No exceptions will be made. Partial credit is not available. Certificates will be available following webinar completion. If participants watch the recording (home study) version of the presentation, they will have access to Self-Study CE credits after completion of a short quiz.

Do I have to pay extra for CE credits?

No. The cost of CE credits is included with your workshop registration fee.​

If I cannot attend live, can I still get CE credits?

Yes. You can access the recording in the home study version, watch it in its entirety, and then pass a quiz with a score of 75% or higher. After taking the quiz, you will be able to download a certificate as proof of completion.

How do I access the home study version when it becomes available?

You will be emailed five (5) business days after the live event with instructions on how you can access Envision's online learning platform. Sign in to your online account: Locate the email and click on your personal sign-in link to set your password. You cannot locate the email we sent? Login directly through the platform. Copy and paste the link below into your web browser: To login, use the email address you provided when you registered for the workshop. To create your password, click on "Forgot Password" and set up a password for your account. If you already have an account and password, use those credentials to login.

How long do I have to review the recording?

You will have 60 days to review the recording. The recording will be made available approximately five (5) business days after the live workshop.

What is the refund policy?

Refunds on purchased tickets are available up until 15 days before the date of the live workshop. There is no refund after this date. Refunds will include the ticket price less a $50 processing fee for all refunds/price adjustments. *Prices subject to change. Refunds within 15 days of workshops will be in the form of a workshop credit. These credits do not expire. Please email if cancellation is required.

If I have special needs or require accommodations, what do I do?

Email at least five (5) business days prior to the live workshop to request accommodations or discuss your needs. Envision cannot ensure accommodations without adequate prior notification.

If I have a complaint or grievance, who do I contact?

Please email All grievances must be in writing and will be replied to within 5 - 10 business days.

Is there commercial support or a conflict of interest for this presentation?

Kathy Steele receives a speaking honorarium from Envision. There are no known conflicts of interests for this program. Envision does not receive any financial support for this presentation. Literature may be referred to during the presentation. Envision will not receive any book royalties and was not offered any financial incentives for the mention of those books. Please note that authors of these books will get a royalty from any sale made of their books as per their agreement with the publishing company. For more information on any potential conflict of interest or financial support, attendees may email Envision at

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