Conference Program

Click on a day below to reveal the schedule of workshops and speakers.

To download the PDF of the Conference Brochure, click here.

 

APRIL 27, 2018

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Pre-Conference Institutes

9:00am – 4:15pm

PCI #1 – Clients Entrenched? Use Motivational Interviewing to Evoke Change in CDR

Motivational Interviewing (MI) is a powerful, evidence-based change model, with 30 years of research substantiating its effectiveness in addiction treatment and other fields. CDR professionals learn how MI helps clients: (a) identify their core values, (b) access their own motivation to move past resistance towards difficult lifestyle changes, and (c) become agreement-ready. Participants gain a succinct overview of how MI enhances CDR, watch MI in action, and practice multiple dynamic MI skills in a CDR context.

Speakers:
Ria Severance, MA, LMFT
Jami Fosgate, JD
Mary Ann Aronsohn, MA, LMFT


9:00am – 4:15pm

PCI #2 – Marketing Collaborative Practice – Getting Cases!

You’ve taken all the classes. You’re passionate about Collaborative. You’re ready. But where are the cases? In this hands-on, interactive class, we will work together to understand marketing strategies that work and how they apply to you. You’ll leave the class excited to begin the process of coordinating efforts with other Collaborative professionals to create a firehose of clients who are appropriate for Collaborative Practice coming into Divorce Options and into your office.

Speakers:
Beth Proudfoot, MFT
Beth McClelland, MBA, CDFA®, CFP®
Shawn Weber, JD, CFLS


4:15pm – 5:15pm

PCI #3 – Annual Conference of Delegates

Contact Tanya Prioste tprioste@lakinspears.com or Doug Rosner rosnerlaw@earthlink.net for more information.

 

APRIL 28, 2018

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Morning Workshops

8:45am – 12:00pm

WORKSHOP #1 – Law 101 – Divorce Law for Non-Lawyers

Do you find yourself puzzled, intrigued, or perhaps nodding off, when lawyers start talking about the law in a Collaborative meeting? This workshop for Collaborative professionals who are not lawyers will educate you about the fundamentals of California divorce law.

Speakers:
Catherine Conner, JD, CFLS


8:45am – 10:15am

WORKSHOP #2 – Gray Divorce: What Will the Children Say?

This presentation will address the legal, financial, emotional, and estate planning complexities of divorce later in life. Gray divorces often include issues of adult child relationships, estate planning, retirement income, and health care expenses. A divorce later in life may create losses to a person’s sense of security and desirability as well as to their financial options. This seminar will examine the value of the Collaborative Practice team approach to this growing segment of the divorcing population.

Speakers:
Linda Nastari, LCSW
Sally Cooperrider, JD
Pam Flournoy, CDFA®, CFP®
David Weinberg, JD, CFLS


8:45am – 10:15am

  Marketing

WORKSHOP #3 – Divorce Options: Best Practices in Divorce Options Marketing

Our Collaborative Practice California committee on Divorce Options has reached out to each Collaborative practice group in California to determine which Divorce Options marketing efforts have been used successfully and which unsuccessfully by each particular group. Our workshop presents the Best Practices in Divorce Options marketing gleaned from our polling. We communicate in detail the results of what works and what doesn’t seem to work.

Speakers:
Don Blythe, CPA, CDFA®
Lissa Rapoport, JD
Ria Severance, MA, LMFT


10:30am – 12:00pm

WORKSHOP #4 – The Unique Skill Set of the Child Specialist as a Family Focused Facilitator in Collaborative Divorce and Mediation Meetings

Child Specialists (CSs) are usually the least understood and most underutilized team professionals. CSs glean a wealth of essential information about family dynamics, emotional triggers and hidden agendas. Even experienced practitioners can fail to appreciate how CSs, integrated as coequals at meetings, are often the only professional with the standing to bring warring couples to agreement. Lawyers, Financial Specialists and MHPs, will learn how pioneering interdisciplinary teams innovatively employ CSs on Collaborative Divorce and Mediation Teams to shift clients toward agreement, simultaneously improving cost efficiency.

Speakers:
Bart J. Carey, JD
Cathleen Collinsworth, CDFA®, MAFF®
Bruce R. Fredenburg, LMFT
Carol R. Hughes, PhD, LMFT


10:30am – 12:00pm

  Trust & Estates

Workshop #5 – Collaborative Trust and Estates: What’s it All About?

Find out what is happening with Trusts and Estates Collaborative Practice. Learn about where it came from and where we are headed. See how it applies to both estate planning and postmortem cases. We will introduce you to the Trust and Estate Options program for public education and provide ideas for jump starting this for your practice groups with suggestions for developing the team and marketing to both professionals and the public.

Speakers:
Kamela Laird, JD
Beth McClelland, MBA, CDFA®, CFP®
Keith Britany, LMFT
Chandler Hoffman, PsyD


10:30am – 12:00pm

  Marketing

Workshop #6 – Divorce Options: Hands on Social Media Marketing

This is a HANDS-ON workshop about how to successfully implement Best Practices in Divorce Options marketing. We will examine the techniques beneath the social media platforms of Facebook, LinkedIn, Meetup, Next Door, Twitter, Webinars, Videos and others as well as the techniques of successful referral outreach efforts to MFTs and psychologists, court services and attorney groups and financial professionals such as CFPs and CPAs. Bring your laptops and we’ll help you learn by doing.

Speakers:
Don Blythe, MBA, CPA, CDFA®
Lissa Rapoport, JD
Beth Proudfoot, LMFT

 

Luncheon and Plenary I

12:00pm – 1:45pm

Beyond Polarization

In these divisive times we are reminded how important it is to communicate across differences. The same dynamics that create impasse between divorcing couples also drive wedges between countries or political parties. Drawing on his experience working with conflicts across the globe, Arye will outline universal patterns that escalate and solidify conflicts. He will also share practical tools for creating understanding, empathy, and resolution. Noticing and working with these patterns in ourselves can increase our effectiveness with clients.

Lane Arye, Ph.D. facilitates individuals, couples, teams, organizations and communities locally and around the world. He co-led a six-year UN funded project in the Balkans working with Serbs, Croats and Muslims to build sustainable community after the war. He has also worked with confl icts between high-caste and low-caste Hindus in India, anti-Semitism in Germany and Poland, as well as racism, sexism, nationalism, homophobia, and class issues in the US and Europe. In Oakland, he resolved long-standing confl ict between then mayor (now governor) Jerry Brown and an African American cultural arts center. He also coaches leaders, and helps businesses, teams, and social change organizations resolve their internal confl icts in order to be more effective in the world. Co-author of “Transforming Conflict into Community: Post-war Reconciliation in Croatia,” Lane works in private practice in the San Francisco Bay Area, where he lives with his wife and two children.

Speakers:
Lane Arye, Ph.D.

 

Afternoon Workshops

2:00pm to 5:15pm

  Marketing

Workshop #7 – Enrolling the Client and Spouse Into Collaborative Practice

Informed decisions are a Key focus in the Collaborative process and can mean the difference between not only getting more Collaborative cases, but also completing them successfully. How effectively are you conveying Collaborative process information? How is that information conveyed to your client’s spouse? Together, we will analyze presentation tools that have proven effective for leaders in the collaborative field. Presentation includes didactic and experiential teaching.

Speakers:
George B. Richardson, JD, CFLS
Mark Hill, CFP®, CDFA®
Carol Hughes, Ph.D., LMFT


2:00pm to 3:30pm

Workshop #8 – Takin’ it to the Courts: Santa Clara County Superior Court’s Collaborative-Based Program for Families with Children Under 5

This program will focus on the Young Children’s Settlement Teams (YCST) project of the Santa Clara County Superior Court and how the Collaborative model has been put into practice in family court for families with children under 5. The workshop will provide background and implementation as well as a team demonstration.

Speakers:
Karen Drury Russell, JD


2:00pm to 3:30pm

  Trust & Estates

Workshop #9 – Trusts & Estates Legacy Planning: Before the Crisis, the Opportunity

Join us as we explore the exciting opportunity to help families proactively build strong foundations that can help them successfully navigate the stressful, life-changing loss of loved ones, and thrive. Discover the ways in which the Collaborative Practice structure is ideally suited to help families before damaging conflict arises, filling in the missing pieces where traditional estate planning too often falls short. Practical, actionable tools will be provided, as will guidance on next steps for those interested in pursuing this highly rewarding path of service.

Speakers:
Peter W. Johnson, Jr.
Nancy J. Ross, LCSW, BCD
Kamela Laird, JD
Richard del Monte, CFP®


2:00pm to 3:30pm

Workshop #10 – EMDR Therapy as an Adjunct Modality in Divorce Mediation

This workshop will address disturbing couple interactions in divorce mediation (and couple therapy) where clients are triggered by their partners’ verbal and nonverbal behavior such that calm, collaborative conversation seems no longer possible. Marianne will discuss Francine Shapiro’s AIP (Adaptive Information Processing) model and the 8 steps of EMDR Therapy which reduces reactivity by “metabolizing” the triggers responsible for it. She will demonstrate how EMDR Therapy can be introduced as an adjunct modality in the divorce mediation process.

Speakers:
Marianne Ault-Riché, LCSW


3:45pm to 5:15pm

Workshop #11 – Ready to Climb? The Staircase to a Collaborative Law Practice

You are ready to grow your Collaborative practice, ready to climb the stairs – you just need to know where the stairs even start.  Building a Collaborative law practice is a process. Let’s create your process now!

Speakers:
Jennifer K. Moshier, JD
Michelle N. Ogborne, JD


3:45pm to 5:15pm

  Trust & Estates

Workshop #12 – Diminished Capacity and Undue Influence: Impact on Estates, Divorce and the Team

Serious issues and unforeseen consequences to estate planning or divorce settlements may occur when diminished capacity or undue influence is present. Compromised decision-making can negatively impact family relationships and impede the Collaborative process. Subjective assessment of capacity is prone to error and the use of an objective assessment can provide the Collaborative team and family members with an understanding of challenging behaviors as well as inform the needs of the impaired adult. This session addresses the role of the elder specialist.

Speakers:
Tonita Wroolie, PhD, ABPP
Alan Nobler, JD


3:45pm to 5:15pm

Workshop #13 – Family Residence Issues and Why They Drive Us Crazy

The family residence is a challenging issue because it (a) is symbolic and emotionally laden; (b) requires complex financial analyses and (c) requires resolution of complex legal issues. This workshop will provide tools for practitioners to assist clients in leveraging the interdisciplinary skills of the Collaborative Team and the power of the Collaborative Process to come up with workable, lasting, interest-based and creative solutions.

Speakers:
Jeffery S. Jacobson, JD, CFLS
Jaye-Jo Portanova, MD
Elizabeth Potter Scully, JD, CFLS
Dawn Strachan, CDFA®

 

APRIL 29, 2018

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Breakfast and Plenary II

8:00am–9:30am

Healing a Broken World: The Connection Between Collaborative Practice and Social Change

We live in a world where money and power are rewarded more than love, generosity, care, and justice. Unless we address this directly, it impacts our clients and limits our effectiveness. Part of our task as Collaborative professionals is to bring our skills to movements that seek societal transformation and share our ethical vision with clients so they can understand how their personal struggles are impacted by collective societal struggles and together work to bring Collaborative values to society-at-large.

Cat Zavis, JD, MA is the Executive Director of the Network of Spiritual Progressives (NSP), a collaborative divorce attorney,mediator, coach, and trainer in confl ict resolution and empathic communication. She is currently pursuing a Master’s Degree in Jewish Studies and Rabbinic ordination through Aleph – the Jewish Renewal Ordination Program. Since the November election,she has been leading trainings for hundreds of people on Spiritual Activism: Strategies for Our Times in an effort to help people understand the underlying psycho-spiritual crisis in our society that has given rise to our current situation and ways to transform our society to one of love and justice. Cat has a unique ability, using her empathic training and expertise, to draw connections between people’s personal life struggles and the larger social context and systems in which they live, empowering people to change not only their personal lives but also society as a whole.

Speakers:
Cat Zavis, JD, MA

 

Morning Workshops

9:30am – 12:45pm

Workshop #14 – Using Internal Family Systems to Manage Conflict in the Collaborative Process

Managing conflict can be difficult when the clients’ limbic system’s negative bias is activated. However, Internal Family Systems (IFS) model teaches us that engaging with the limbic system performs an important function. This program will introduce participants to the concepts of IFS and provide practical tools for using this model to manage conflict in the Collaborative Process.

Speakers:
Barton H. Rubin, PhD


9:30am – 11:00am

  Trust & Estates

Workshop #15 – The Secrets We Know and the Ethical Challenges They Bring

Keeping confidences is part of the work we do, but in Collaborative Practice we have ethical guidelines that help us determine when or even if to reveal a ‘secret’.  However, families in the planning stage of Trusts and Estates practice can present complex ethical issues that aren’t always as clean-cut as they are in Collaborative Divorce.  This workshop will focus on the unique challenges families present when they ask, “Can you keep a secret?” along with guidelines for ethical decision-making.

Speakers:
Nancy J. Ross, LCSW, BCD
Kamela Laird, JD


9:30am – 11:00am

  Marketing

Workshop #16 – Blogging: How to Write, Post, and Promote Web Content

Many Collaborative professionals know they “should” write content for their own, or their practice group’s website. Stop procrastinating and come to this presentation. We will learn some “tricks of the trade” about writing for the web, brainstorm, outline, and write. Bring your sharp pencil or laptop.

Note: A videographer will be available throughout the conference, by appointment, for an additional fee of $75 per edited 2-minute video blog.  Make your appointment by clicking here.

Speakers:
Beth Proudfoot, LMFT


11:15am – 12:45pm

  Trust & Estates

Workshop #17 – Collaborative Estates 5 – Bringing it all Together: Catching the Wave to Build a Collaborative Estates Practice

After attending multiple Estates classes, practitioners will want to know what happens next? How do they actually integrate what they have just learned into their practice? How does Estate work differ from Divorce work? What knowledge and skills do they need to begin to actually work on cases? This workshop will fill in some the ‘gaps’ for those who want to begin Collaborative Trusts and Estates cases.

Speakers:
Alan L. Nobler, JD
Nancy J. Ross, LCSW, BCD


11:15am – 12:45pm

Workshop #18 – Beyond Collaborative Dissolutions: Expanding Your Collaborative Practice to Assist the Family in Other Areas of the Law

Use the Collaborative model to expand your practice to assist clients with developing pre-marital agreements later in life, issues they may be facing when preparing their estate plan, handling the estate of a loved one who did not have an estate plan at the time of their death, working with parents to protect their special needs child[ren]’s government benefits, and provide tools to protect aging relatives from undue influence through the use of geriatric evaluations and conservatorships.

Speakers:
Linda L. McLarnan-Dugan, JD


11:15am – 12:45pm

Workshop #19 – Mortgage Financing Strategies in Divorce

Join us for a presentation covering what you need to know about mortgages and divorce lending. Ross and Jason will offer practical recommendations covering:

  • Refi Buyouts & post-divorce purchasing power
  • Leveraging the mortgage as a settlement tool
  • Lender Guidelines & Requirements
  • Creative workarounds to lender criteria

Speakers:
Jason Crowley, CFA®, CFP™, CDFA®
Ross Garcia, CDLP