Celebration XV’s Program

CP Cal is excited to present Celebration XV “Celebrating 15 Years” 2021 Conference Program!

Approved and pending CEU’s – COMING SOON!

 

APRIL 23, 2021

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Pre-Conference Institutes

9:00am – 4:00pm

PCI #1 – Examining Race and Culture in Collaborative Practice from the Inside Out

What is needed to change Collaborative Practice to a more inclusive professional community serving a broad and diverse clientele? We will look at how our own race, culture, and history affect our beliefs, thoughts, reactions, and behaviors, the impediments to talking about race and culture, and how the functioning of our societies and systems within them impact us and our racial and cultural relationships in the context of Collaborative Practice. Then we will explore the change to a more inclusive Collaborative community.

Speakers: Catherine Conner, JD, Gary J. Friedman, JD, & Natalia Lopez-Whitaker, JD


9:00am – 4:00pm

PCI #2 – Dolphin Advocacy: Finally Transitioning from Litigation to an All ADR Practice

People – including lawyers – are good and wish to do good in the world. So many of us along the way, however, lose connection with our better natures. We are trained to operate in an adversarial model as “sharks”. Learn how to operate from a totally different paradigm as a “dolphin” and finally transition from conflict to a peacemaking practice. Learn how to realign with your better nature, do less harm in your practice, and transition to an all ADR practice.

Speaker: Shawn Weber, JD


 

 

APRIL 24, 2021

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Morning Workshops

9:00am – 11:55am

Workshop #1 – Starting with the Big Rocks: Preparing Parties for Settlement by Identifying Common High Level Shared Values and Goals

Starting with common principles and values helps to set the tone for settlement. Just as in life, there is a temptation to be overly distracted by 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. Learn how to get the right start in this fun and interactive workshop.

Speakers: Shawn Weber, JD & Shawn D. Skillin, JD


9:00am – 11:55am

Workshop #2 – Client Chemical Dependency… “Whose Problem is it?” Understanding and Addressing the Issues Utilizing a Team Systems’ Approach

What are our ethical obligations as Collaborative Practitioners to address active chemical dependency issues in this process?  What makes Collaborative Practice different in our obligations? What creative strategies are available? How does knowledge of a chemically dependent family structure create opportunities to address these issues.  Our esteemed panel will address these questions and provide actual case study examples.

Speakers: Nancy J. Ross, LCSW, BCD, Sharon Clark, PhD, & Bryan Nguyen, MFT


9:00am – 10:25am

Workshop #3 – Executive Incentives in Divorce

Stock Options, Restricted Stock, Stock Purchase Plans and other Executive Incentives… Who do they belong to? Can they be divided? What are the tax implications? What do you need to know about Macilwaine? and other questions can make your head spin.  Executive compensation can be very complicated, and if you take it on yourself, you’re exposing yourself to a lot of risk. These assets are often substantial pieces of the marital pie and it is critical that they are valued correctly so that you can negotiate the best settlement for your clients.

Speaker: Jason Crowley, CFA, CFP®, CDFA®


9:00am – 10:25am

Workshop #5 – The Runaway Train

Presented by an interdisciplinary team of collaborative professionals this session will explore the emerging phenomenon of court-sponsored files being moved out of litigation process into collaborative process, with or without conditions and court-supervision.

Speakers: Carrie Heinzle, CDFA®, Hons. BSc., Licensed Paralegal, Russell Alexander, HBA, LLB, & Jarrett Johnston, HBA, LLB


10:30am – 11:55am

Workshop #6 – The Overlooked Value of the Child Specialist as a Family Focused Facilitator in Collaborative Divorce and Mediation Meetings

Child Specialists (CSs) when integrated as co-equals on the team can help bring warring couples to agreement. They glean a wealth of essential information about family dynamics, emotional triggers and hidden agendas. Lawyers, Financial Specialists and MHPs, will learn how innovatively employing CSs on Collaborative Divorce and Mediation Teams can clients toward agreement, while simultaneously improving cost efficiency.

Speakers: Bruce Fredenburg, LMFT, Bart J. Carey, JD, Cathleen Collinsworth, CDFA®, MAFF®, & Carol Hughes, PhD, LMFT
(Note: This is a duplicate presentation that is also offered on Sunday at 10:30.)


10:30am – 11:55am

Workshop #7 – The Elephant in the Room: Bankruptcy and Divorce – What Else Could Go Wrong?

What do you do when your client comes to you with a lot of debt? Do you know what to look for, who can help, and what options are available? This session is designed to cover an overview of debt and bankruptcy within the divorce process, while providing practical solutions to get your clients moving along to resolving these issues.

Speaker: Jen Lee, JD, MBA


Luncheon and Plenary I

12:00pm – 1:15pm

Plenary I – Coaching from the Heart:  Simple Ideas to Connect with People in Life-Changing Situations

Chris Hargrave is a professional snowboard coach who has worked with Olympic and X Games athletes like Shaun White, Toby Miller, and Hanna Teter.  Having spent time working through, literally, life and death situations he truly gets the importance of coaching and working together as a team.  As a child of divorce, he sees the connections between his coaching and our work with people going through divorce and custody challenges.  Chris will share his experiences as he guides us through philosophies and methodologies to inspire and work with our collaborative teams.  He finds purpose inspiring people to become stronger more empowered versions of themselves by seeing the strengths they possess and using those strengths to help others.

Speaker: Chris Hargrave


Afternoon Workshops

1:30pm to 4:45pm

Workshop #8 –  Change Your Mindset: The Common Misbeliefs About Collaborative, and How to Bury Them and Get Busy

Why isn’t your practice bursting with collaborative cases? Hint: it’s not any of the reasons you have been telling yourself up until now. Let’s change our minds, then work smarter on actionable steps to create the practice of our dreams.

Speaker: Beth Proudfoot, LMFT 


1:30pm to 4:45pm

Workshop #9 – Utilizing a Collaborative Navigator: Getting a Case Off on the Right Foot

What if our clients got advice ahead of time to help them select the most appropriate process for their pending divorce? A process navigator can help the client “Get Off on the Right Foot”. Through the use of tools and a single client meeting, the navigator assesses the case and the clients are provided with appropriate referrals to key professionals.

Speakers: Randy Cheek, MFT & Tina Chase, MS, MFT


1:30pm to 3:00pm

Workshop #10 – Best Practices for Divorce Financial Professionals and How We Can Benefit a Family Law Attorney’s Practice

The use of divorce financial “best practices” and protocols provides for the highest quality of work standardized across our industry. All members of the professional team financials, attorneys, and mental health professionals benefit from understanding the services financial professionals can provide to enable clients to make more informed financial settlement decisions. 

Speakers: Kathleen Faulkner, CDFA®, IAR® & Natalie Leininger, CDFA®, CFP®


1:30pm to 3:00pm

Workshop #11 – Diminished Capacity, Undue Influence and Fraud: The Impact on Estates, Divorces, and The Team

Diminished capacity, impaired functioning, undue influence, and fraud have an impact on the families and professionals working with them. We will discuss the types of assessments available and the situations in which they should be considered to protect our clients and the professionals.  We will provide specific examples and address the role of the elder specialist.

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


1:30pm to 3:00pm

Workshop #12 – Saving the Golden Goose: Using CP to Save the Family Business

Explore how the Collaborative Process can be an effective method in reducing the impact of separation and divorce on family-run businesses. This process seeks to ensure that the business remains viable for both spouses, as well as future generations.

Speakers: Carrie Heinzl, CDFA®, Hons. BSc., Licensed Paralegal, Russell Alexander, HBA, LLB, Karen Guthrie Douse, MSW, RSW, & Jason Kwaitkowski, CPA, CA, CBV, ASA, CEPA


3:15pm to 4:45pm

Workshop #13 – Ethics and Team Communication – What You Don’t Share Could Get You Sued

What happens when one team member decides that the information received is too personal to share? This program will raise team awareness of the types of information that need to be shared as well as approaches to help clients in sharing embarrassing or shameful information. 

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


3:15pm to 4:45pm

Workshop #14 – To Collaborate or Litigate? That is the Question. When are Consensual Dispute Resolution Options Appropriate?

Not all cases are appropriate for Consensual Dispute Resolution (CDR) processes. This program is designed to help CDR practitioners identify which cases are not appropriate for CDR processes. We will review case studies and identify high risk factors. Attendees will create a checklist and intake form to help screen cases for appropriateness and, thereby, increase the chances of a successful collaborative process.

Speakers: Diana L. Martinez, JD, Cathleen Collinsworth, CDFA®, MAFF®, Carol Hughes, PhD, LMFT, & Jaye-Jo Portanova, MD


3:15pm to 4:45pm

Workshop #15 – Tax Update including The Tax Cuts and Jobs Act of 2017 (TCJA) and Family Law

Tax laws continue to change impacting tax related divorce decisions.  This update will include the new federal alimony rules and the transition to them. Learn when a pre-2019 order comes under the new rules and when the new alimony rules (not deductible and not taxable) may result in more net income for the family. Dissomaster input including new CA itemized deduction adjustment and qualified business income (QBI) deduction tab will be covered, along with a review of the federal and CA differences. 

Speakers: Beverly Brautigam, CPA, MBA in Taxation, PFS & Hal Bartholomew, CFLS®, Fellow AAML




 

APRIL 25, 2021

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Breakfast and Plenary II

8:45am–10:15am

Increase Transparency and Trust in Collaborative Dispute Resultion Processes: Learn to Use the Visual Mediation Agenda Template

Speaker: Lisa Arora, BEd, CSW, Comprehensive Family Mediator


 

Morning Workshops

10:30am – 12:00pm

Workshop #16 – Increase Transparency and Trust in Collaborative Dispute Resultion Processes: Learn to Use the Visual Mediation Agenda Template – Part 2

What if in the early stages of a collaborative case parties could see a clear map of the dynamics of the process? Using a Visual Agenda you can create a 50,000 foot view to increase trust and set the parties up to feel more confident and engaged.

Speaker: Lisa Arora, BEd, CSW, Comprehensive Family Mediator


10:30am – 12:00pm

Workshop #17 – How to Divide Public Plans from Discovery to Judgment Using Technology

The vast majority of retirement benefits in divorce never actually get divided. Laws have been created to protect retirement division in divorce, but so few people know how to implement them correctly! This hurts our clients and the entire judicial system.  We hope to change this situation through education on spotting key issues and providing solutions.

Speaker: Louise Nixon, QDRO Attorney & Matt Schwartz, QDRO Attorney 


10:30am – 12:00pm

Workshop #18 – Content Marketing: How to Build an Audience, Cultivate Trust, and Attract an Endless Stream of New Cases On-Demand

Throw out the theory and “best practices.” This is the step-by-step blueprint to supercharging your practice. We’ll share exactly how we grew a brand new website (SurviveDivorce.com) to over 50,000 visitors per month (and climbing!) in less than a year. Learn a proven system for leveraging content marketing to grow your practice.

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


10:30am – 12:00pm

Workshop #19 – The Overlooked Value of the Child Specialist as a Family Focused Facilitator in Collaborative Divorce and Mediation Meetings 

Child Specialists (CSs) when integrated as co-equals on the team can help bring warring couples to agreement. They glean a wealth of essential information about family dynamics, emotional triggers and hidden agendas. Lawyers, Financial Specialists and MHPs, will learn how innovatively employing CSs on Collaborative Divorce and Mediation Teams can clients toward agreement, while simultaneously improving cost efficiency.

Speakers: Bruce Fredenburg, LMFT, Bart J. Carey, JD, Cathleen Collinsworth, CDFA®, MAFF®, & Carol Hughes, PhD, LMFT
(Note: This is a duplicate presentation that is also offered on Saturday at 10:30.)