Do I need any technical background?

No. This breakout is built for clinicians, not technologists. Every concept is explained in plain language, and lab time is guided step by step.

Will we use real client information at any point?

Never. No PHI, no clinical notes, and no patient-identifying information are used in any example, demo, or lab exercise, under any circumstances.

Which license types earn CE credit?

LPC, LMFT, and LCSW clinicians in Texas.

What do I actually leave with?

A working starter AI persona built around one real administrative task in your own practice, plus a framework for evaluating any AI tool against HIPAA and ethical standards going forward.

Is this the same as building a full, deployed AI system for my practice?

No. This session produces a starter draft. Clinicians who want their persona fully hardened and deployed can move to a separate 1:1 consulting engagement with the team.

Can my group practice attend together?

Yes. Contact us about group rates for practices sending three or more clinicians.

Is the virtual follow-up required for CE credit?

No — the 1.0-hour virtual session is part of the 3.0-hour in person portion of the course.

From Prompt to Persona

Build the AI leadership staff your business or practice actually needs. One hands-on workshop for small business owners who wear all the hats and for Texas LPCs, LMFTs, and LCSWs who own their practice, with a breakout built for each.

From Prompt to Persona: One Workshop. Two Breakouts. One Goal.

In-Person Workshop with Breakouts for Small Business Owners & Mental Health Professionals

Date: Saturday, November 7th, 2026
Location: In Person, Houston Texas 77085

A 3-hour in-person workshop. Everyone starts together on the shared framework, then splits into a breakout built for your world: one for small business owners and one for mental health professionals. A few days later, the full group reconvenes for a 1-hour virtual follow-up. The gap gives you time to build and test your persona before you come back to troubleshoot, ask questions, and share what you found.

Register to Attend

Learn together. Build in your breakout. Refine as a group.

How the Workshop Works

Part 1 — Together (all attendees)

What generative AI actually is, how to move from one-off prompts to role-based personas, how the major platforms compare, and the 5 E's framework.

Part 2 — Your Breakout

Small Business Owners: Scope and build a persona for one real task in your business, such as correspondence, marketing, or reporting.

Mental Health Professionals: The dedicated 1.0-hour Ethics Block on AI governance, HIPAA, and clinical ethics, followed by building a persona for one real administrative function in your practice.

Part 3 — Virtual Follow-Up (about one week later)

One hour, full group. Bring back what worked, what didn't, and what you want to refine.

The Shared Framework

The 5 E's — the lens both sessions are built through.

Efficiency of Leadership

Team management, meeting productivity, task tracking

Chief of Staff / Accountability Persona

Effectiveness of Marketing

Content, social media, newsletters, outreach

Marketing Director Persona

Evaluation of Growth

Financial reporting, projections, business intelligence

CFO / Back Office Persona

Expansion of Team & Services

Intake, scheduling, correspondence, service line growth

Back Office Persona

Ethics in Use

Responsible use, data privacy, and guardrails — HIPAA-specific for therapists, general data-privacy for business owners

Woven through every persona

Your Facilitators

Clinical expertise. Technical expertise. In the same room.

Jenai Tidwell, LPC-S — Licensed Professional Counselor Supervisor · Practice Owner

Jenai owns and operates two mental health practices in the Houston area and supervises LPC Associates through group supervision. She brings the clinical and ethical lens to Session B, and a practical operator's lens to Session A.

Terry Baylor — Owner, Lift Life Technology

Terry has spent years helping businesses adopt AI responsibly, with deep expertise in HIPAA compliance and data governance. He brings the technical and security lens to both sessions.

Breakout 1 — Small Business Owners

Built for owners already using AI, just not with purpose yet.

If you've typed an email into ChatGPT to wordsmith the flow, and then wondered if it could do more, this workshop is for you.

Small & Mid-Size Business Owners

You're running marketing, customer correspondence, and financial or HR reporting without a dedicated team for any of it. You want AI to take on real work — consistently, not as a one-off prompt every time.

Operators & Office Managers

You're the one who actually implements new tools. You want something your whole team can use the same way, every time.

Why It Matters

Hours back, every week — a scoped assistant for correspondence, marketing content, or reporting; which means you stop starting from a blank prompt.
Consistency across your team — one persona, used the same way by everyone, instead of five people prompting five different ways.
Guardrails that make it more useful, not less — knowing what a persona should never see is what makes it safe to hand off real work.
A next step, if you want one — your starter draft can go straight to a 1:1 build-out with the team when you're ready to deploy for even more value.

LEARNING OBJECTIVES

By the end of the workshop, you will be able to:

Explain what generative AI is and how it generates a response, rather than retrieving verified facts.
Reframe AI from a chatbot you ask questions to a set of role-based assistants that run parts of your business.
Compare the major AI platforms and identify which fits your business and the tools you already use.
Define what an AI “persona” is: a scoped assistant with a defined voice, defined inputs, and defined limits.
Identify where the guardrails go — what a persona should never see, and why that boundary builds trust in the tool.
Build and test a starter AI persona for one real operational task in your own business.

Frequently Asked Questions

Breakout 2 — Mental Health Professionals (CEU)

Built for clinicians who are already using AI — just not with purpose yet.

If you've typed an email into ChatGPT to wordsmith the flow, and then wondered if it could do more, this workshop is for you.

Practice Owners

You're carrying intake, scheduling, marketing, and financial reporting on top of clinical hours. You want AI help with the back office, numbers, and marketing, without exposing your practice to a HIPAA problem you didn't see coming.

Clinical Supervisors

You're responsible for what your LPC Associates/ LMSWs do with AI, whether or not you've set the rules yet. This gives you a shared framework to bring back to your group.

Solo Practitioners

You are the whole back office and front-line staff. You want one governed assistant that handles the admin grind, built the same day you learn why it's safe to use.

CEU Details

You will receive 1.0-hour of ethics in this session. This session is 4.0 total hours: 3.0 in person on November 7th, plus a 1.0-hour virtual follow-up about a few days later. The dedicated Ethics Block — a full 1.0 hour on AI governance, HIPAA compliance, and clinical ethical guidelines — is delivered during the in-person portion.

Eligible for: LPC · LMFT · LCSW · LPC/LMFT/LCSW Supervisors
CE PROVIDER NAME / JENAI TIDWELL, LPC-S; TX License: 69448