Celebration Program

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

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

To view approved and pending CEU’s, click here.

This program is Approved by the National Association of Social Workers (Approval # 886778274-5767) for 17.5 continuing education contact hours.

APRIL 26, 2019

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Pre-Conference Institutes

9:00am – 4:15pm

PCI #1 – Enrolling Folks 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 enrolling potential participants at intake or, once enrolled, designing strategies with your client about conveying information 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 Richardson, Mark Hill, Carol Hughes, Diana Martinez

This program is Approved by the National Association of Social Workers (Approval # 886778274-5767) for 6.0 continuing education contact hours.


9:00am – 4:15pm

PCI #2 – Building a Successful Collaborative Practice

In 2018, the ABA Family Law Section released a book written by over 20 Collaborative Professionals how to build a successful practice. This PCI will be conducted by the lead author of this book and feature leading practice building strategies featured in this book. With interactive discussion about how to implement these tips to benefit your clients and grow your practice.

Speaker: Woody Mosten

This program is Approved by the National Association of Social Workers (Approval # 886778274-5767) for 6.0 continuing education contact hours.


 


4:15pm – 5:45pm

Annual Conference of Delegates

 

APRIL 27, 2019

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Morning Workshops

8:45am – 12:00pm

Workshop #1 – Beyond Pitfalls in Commonly Accepted Best ADR Communication Practices

In this session we’ll examine how currently accepted alternative dispute resolution practices are actually rooted in four assumptions or myths, carried over from adversarial communication methods. Second, we’ll examine more than a dozen pitfalls in current ADR practices resulting from these four assumptions. Third, we’ll look at simple changes in intention, voice tone, body language and some aspects of phrasing that can greatly enhance effective conflict resolution. Finally, we’ll work with putting those changes into practice using relevant scenarios.

Speaker: Sharon Strand Ellison

This program is Approved by the National Association of Social Workers (Approval # 886778274-5767) for 3.0 continuing education contact hours.



8:45am – 10:15am

Workshop #2 – It’s Been 50 Years of No Fault Divorce In California. No Fault? Really? – Managing Client Expectations When They Are Not Acknowledge By California Law

2019 marks the 50th anniversary of no-fault divorce in California. With few exceptions, California law does not address themes of fault in adjudication of family law matters. However, fault is very present in interdisciplinary collaborative matters and serves to make our clients feel and act irrationally. Themes of fault impact client expectations as to both process and substantive outcomes. This workshop will explore strategies for collaborative teams to navigate these challenges, where client emotions and California law collide.

Speakers: Jeff Jacobson, CFLS, Andrew Hunt, CPA, Jon Kramer, LCSW, Erin McGaughey, CFLS


This program is Approved by the National Association of Social Workers (Approval # 886778274-5767) for 1.5 continuing education contact hours.



8:45am – 10:15am

Workshop #3 – Building Teamwork, Building Cases: How a “Study Group” Can Make All the Difference

Want more cases? Want to feel like you belong on a team that has truly gelled . . . but can’t figure out how to break in? In this workshop, we’ll discuss Study Groups, how to create them and how to use them to build teamwork, increase professionalism, and get more cases.

Speakers: Cynthia Furze, Ph.D., Kathy Campbell, J.D., Gisette Denker, J.D., Pam Flournoy, CFP, CDFA, Beth Proudfoot, LMFT

This program is Approved by the National Association of Social Workers (Approval # 886778274-5767) for 1.5 continuing education contact hours.



8:45am – 10:15pm

Workshop #4 – The Collaborative Case From Hell

Have you ever found yourself in a Collaborative Case that just went wrong in so many ways? We all have. Bring us the facts for your very toughest cases and join experienced Collaborators as we brainstorm different ways to handle the toughest situations. It’s a fun, frank and facilitated discussion for sharing and learning from one another. Let’s see if we can’t handle the “case from hell!”

Speakers: Shawn Weber, J.D., CLS-F & Mark Hill, CFP, CDFA, Nancy Ross, LCSW, BCD
This program is Approved by the National Association of Social Workers (Approval # 886778274-5767) for 1.5 continuing education contact hours.


 


10:30am – 12:00pm

Workshop #5 – Discovering Gaps in Client Processes and Using Technology to Improve Your Client’s Experience

Clients pay us for our knowledge and expertise, not for our administrative prowess. But we all can get overwhelmed with administrative responsibilities, which distract us from our advisory roles and ethical obligations. Whether you have a staff of 20 or you work solo, we will help you identify some of your barriers to providing exceptional service and demonstrate how to address them with current technology.

Speaker: Kerry Wallis, JD


10:30am – 12:00pm

Workshop #6 – Co-Mediation: The Lawyer/Coach Team

This efficient dual profession model has as its hallmark that the lawyer/coach team together conduct the initial client meeting. Clients experience an integrated team with two professionals working together in their behalf from their respective training, knowledge, and skill set. After brief presentation of their model, the presenters will demonstrate a role-play to show how the presenters work together to form a synergistic interdisciplinary team. Discussion will follow addressing how this model can streamline and improve the quality of the mediation process.

Speakers: Constance Ahrons, Ph.D. & Woody Mosten, JD

This program is Approved by the National Association of Social Workers (Approval # 886778274-5767) for 1.5 continuing education contact hours.


 


10:30am – 12:00pm

Workshop #7 – Best Practices for Support Agreements Considering Clients’ Emotions

Participants will gain insight and understanding regarding ‘motivating a client to reach an agreement’, or ‘preventing clients from reaching an agreement’ in spousal support. Through group participation and discussion, the presenters will identify the different ways to process financial information and provide financial tools and communication styles that work with these differences. Participants will also identify and work through their own biases that might interfere with agreement readiness.

Speakers: Warren R. Sacks, CPA, CFF, Stephanie Maloney CFP, CDFA, James Walton, Ph.D.

This program is Approved by the National Association of Social Workers (Approval # 886778274-5767) for 1.5 continuing education contact hours.


 

1.5 hours of CFP Board approved CE

Luncheon and Plenary I

12:00pm – 1:30pm

Exploring & Expanding Emotional Intelligence: Enriching Clients and Professionals Along the Divorce Path Through the SeatBeat Experience

What would Collaboration look like if clients and professionals were able to enrich their emotional intelligence to better participate during and after the divorce experience? How would families fare if, in the moment of their distress, they had a tool that would immediately through its use change their brain and allow,them to access more appropriate responses and insight into their thoughts, feelings and behaviors? This plenary will explore the Four Pillars of Emotional Intelligence, the corresponding neuroscience of the brain, and the innovative new tool Sentbeat The App, for use in Collaboration and life in general.

Ellie Izzo, PhD, LPC co-founder of and a core trainer with the Vicarious Trauma Institute and the Collaborative Divorce Institute. Ellie conducts various dimensions of counseling and coaching. She specializes in working with families in transition. She also serves as a Trainer, Communication Coach, Child Specialist, and/or Team Manager in the process of Collaborative Practice and Collaborative Divorce. Ellie is a member of the American Psychological Association, the American Counseling Association, the American Mental Health Counselors Association, International Academy of Collaborative Professionals, Association of Family and Conciliation Courts and Collaborative Divorce Professionals of Arizona. She is married with children and grandchildren. Her office is located in Scottsdale, Arizona.

Speakers: Ellie Izzo, PhD, LPC with Vicki Carpel Miller BSN, MS, LMFT
This program is Approved by the National Association of Social Workers (Approval # 886778274-5767) for 1.0 continuing education contact hours.


 

Afternoon Workshops

1:45pm to 5:00pm

Workshop #8 – Exploring & Expanding Emotional Intelligence: Enriching Clients and Professionals Along the Divorce Path Through the SeatBeat Experience

What would Collaboration look like if clients and professionals were able to enrich their emotional intelligence to better participate during and after the divorce experience? How would families fare if, in the moment of their distress, they had a tool that would immediately through its use change their brain and allow,them to access more appropriate responses and insight into their thoughts, feelings and behaviors?

Speakers: Ellie Izzo, PhD, LPC & Vicki Carpel Miller, BSN, MS, LMFT

This program is Approved by the National Association of Social Workers (Approval # 886778274-5767) for 3.0 continuing education contact hours.



1:45pm to 5:00pm

Workshop #9 – Starting with the Big Rocks: Preparing Parties for Settlements by Identifying Common High Level Shared Values and Goals

In life, there is a temptation to sacrifice over-arching principles and values for the minutia. To get as many rocks as possible into a container, one should start with the big rocks (basic principles) and then fill in with the smaller rocks (details and minutia). The same is true for negotiations. Starting with common principles and values sets the tone for the case. Learn how in this fun and interactive workshop.

Speakers: Shawn Weber, JD, CLS-F & Shawn Skillin, JD, Esq.

This program is Approved by the National Association of Social Workers (Approval # 886778274-5767) for 3.0 continuing education contact hours.



1:45pm to 3:15pm

Workshop #10 – Vetting the House in Elder/Divorce Collaborative Law: Preventing Legal and Financial Problems with Real Property Taxation, Valuation, Disposition, and Division

Keeping the house just got harder after federal tax reform impacting divorce and mortgage in 2018 with even more drastic changes for family mediation starting in 2019. This session reviews common pitfalls that can be prevented with more information about real property issues in family matters: trusts &
estates, elder, and divorce. This session simplifies enhanced house due diligence (beyond appraisals) and leverages the discovery role of real estate-related professionals needed whether the house is kept or sold.

Speaker: Prof. Kelly Murray, J.D.

1.5 hours of CFP Board approved CE


1:45pm to 3:15pm

Workshop #11 – Divorce Mortgage Financing Strategies 2.0

Ross and Jason will provide a follow up to their 2018 presentation, in which they inform of:

  • Key updates to lender guidelines
  • Interest rates and forecasts
  • Importance of timing in divorce financing
  • Common roadblocks to successful financing

…and many other critical topics!

Speakers: Jason Crowley & Ross Garcia

1.5 hours of CFP Board approved CE


3:30pm to 5:00pm

Workshop #12 – Assessing Collaborative Suitability: Challenging Individual and Couple Characteristics

Assessments including interview questions and observations help us to understand a client’s ability to Collaborate. This workshop is designed to provide interview questions and tools to identify challenging individual characteristics and couple dynamics. All professions will benefit, take away new perspectives and ideas, and engage in small and large group interactions. This brings opportunity to finetune our assessment and decision making regarding taking on cases given challenges in personality characteristics, coping or communication styles.

Speakers: Sharon Clark, Ph.D. & Cathy Daigle, CFP, CDFA

This program is Approved by the National Association of Social Workers (Approval # 886778274-5767) for 1.5 continuing education contact hours.


1.5 hours of CFP Board approved CE


3:30pm to 5:00pm

Workshop #13 – What Children Show About Divorce: Using the Sand Tray as a Child Specialist

This presentation is for beginning Child Specialists and for practitioners of all disciplines who want a deeper understanding of what children experience, how they express their feelings, and how to translate their experience to words their parents can understand.

Speakers: Beth Proudfoot, LMFT

This program is Approved by the National Association of Social Workers (Approval # 886778274-5767) for 1.5 continuing education contact hours.





 

APRIL 28, 2019

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Breakfast and Plenary II

8:00am–9:30am

Powerful Non-Defensive Communication: Cutting Edge Skills for Defusing Defensiveness, Often Instantly

Scientists have demonstrated that whenever people feel a need to protect themselves, others or even a belief, the complex problem solving cortex to “goes to sleep” and the amygdala flairs, fueling, “fight, flight or surrender’” and loses the capacity to reason. Trying to talk a person out of being defensive is ineffective. However, scientists have also verified that if the person can shift out of defensive posture into any other “feeling” state, the physiologically defensive response can dissipate instantly. Unfortunately, both traditional adversarial communication and many of the newer alternative dispute resolution techniques are infused with verbal and non-verbal elements that prompt defensive responses. Participants will learn how to make key changes in how they ask questions, give feedback to others, provide information, and create boundaries when needed. These changes greatly enhance the ability to quickly defuse defensiveness and get to the heart of crucial issues and needs. Exercises and role plays will be used to raise consciousness, provide examples of the difference in impact, and give participants an opportunity to practice and enhance their ability to make the shifts.

Sharon Strand Ellison is an international consultant, award winning speaker, and the author of Taking the War Out of Our Words. Sharon has provided conference keynotes and training programs for Collaborative Family Law Groups across the US and Canada. In addition, she was an invited participant at the International Symposium on Human Dignity and humiliation at Columbia University, focused on the role of language in international conflict resolution.

Speaker: Sharon Strand Ellison

This program is Approved by the National Association of Social Workers (Approval # 886778274-5767) for 1.5 continuing education contact hours.


 

Morning Workshops

9:30am – 12:45pm

Workshop #14 – Agreement Readiness: How Full Interdisciplinary Teams Bring Clients to Agreement Readiness

Even experienced practitioners often fail to understand how all professionals on an interdisciplinary team can assist clients, even high conflict clients, to become Agreement Ready. This training provides tools and techniques to fully prepare clients for developing their Key Elements of Agreement, Questions to Be Answered, Brainstorming and Evaluating Options and Co-creating Agreements. Learn how pioneering, successful interdisciplinary teams innovatively employ all three disciplines to shift clients toward agreement, simultaneously improving cost efficiency and facilitating better outcomes with more durable agreements.

Speakers: Carol Hughes, Ph.D., LMFT, Bart Carey, JD, Cathleen Collinsworth CDFA, BVAL

This program is Approved by the National Association of Social Workers (Approval # 886778274-5767) for 3.0 continuing education contact hours.


 


9:30am – 12:45pm

Workshop #15 – Nesting For Happier Children: A New Approach to Preserving the Family and Putting Children First During Divorce

The new trend of “nesting” or “bird nesting” is a transitional, or temporary, arrangement where the children stay in the family home while the parents rotate on- and off-duty by agreement on a prearranged schedule. In addition to the schedule, a nesting plan will include agreements about the care of the house, finances, communication, parenting, and dating. Based on a forthcoming book, this workshop will cover assessment of readiness to nest, and offer tools for finances, parenting, and communication.

Speaker: Ann Buscho, Ph.D.

This program is Approved by the National Association of Social Workers (Approval # 886778274-5767) for 3.0 continuing education contact hours.


 


9:30am – 11:00am

Workshop #16 – The Caucus Genie: It Really is Magic!

Caucus is one technique, which when utilized effectively, can move clients to a new perspective by assisting them to see the needs and interests of the other party. An effective caucus builds trust and at the same time causes the client to question their own perspective and consider alternatives. A series of thoughtful questions will assist the client in stretching their thinking to include the perspective of the other party, likely or unlikely outcomes and the consequences of reaching or not reaching an agreement. Learning to use these skills effectively can work magic! This is a participatory workshop, multi-media workshop.

Speakers: Shawn D. Skillin, Esq. & Shawn Weber, CLS-F

This program is Approved by the National Association of Social Workers (Approval # 886778274-5767) for 1.5 continuing education contact hours.


 


9:30am – 11:00am

Workshop #17 – Who Wants the House? Quelling Family Drama in Probate/Post-Mortem Trust & Estates Matters

How to manage family relationships (read: dysfunction) in a probate matter and specifically address the issue of the family home, since much conflict typically revolves around it. Most probate matters deal with whether to sell the family home, rent it out, or allow family members to live there rent free after Mom or Dad has died. Think emotional attachment to the family home AND it’s the biggest asset in the estate. Learn how to increase the likelihood of family harmony.

Speakers: R. Kamela Laird, Esq., Marcus Hinds, Cinda Jones, CFP, CDFA, Lynn Waldman, LCSW

This program is Approved by the National Association of Social Workers (Approval # 886778274-5767) for 1.5 continuing education contact hours.


1.5 hours of CFP Board approved CE


11:15am – 12:45pm

Workshop #18 – 

Collaborative Practitioners, both beginning and experienced, face the challenge of explaining Collaborative Practice without seeming to ‘sell it’. This workshop explores an alternative to our usual practice of trying to describe what we do and instead helps practitioners create their own ‘story’ in a one-page handout to clients. Whether Divorce or Trusts and Estates, practitioners will walk away with a tangible tool that will engage even the most resistant clients.

Speakers: Nancy J. Ross, LCSW, BCD, Cathy Daigle, CFP, CDFA, Alan Nobler, JD

This program is Approved by the National Association of Social Workers (Approval # 886778274-5767) for 1.5 continuing education contact hours.