CP Cal Board and Committees
Collaborative Practice California: Board of Directors
Dawn Strachan, CEA, CDFA
2780 Skypark Drive, Suite 206
Torrance, CA 90505
Tanya Prioste, JD
2400 Geng Road, Suite 110
Palo Alto, CA 94303
George B. Richardson, JD
2225 East Bayshore Rd., Suite 200
Palo Alto, CA 94303
Kathleen Faulkner, CDFA, IAR
4120 Cameron Park Drive, Suite 403
Cameron Park, CA 95682
JD Heberger, CPA, CVA
5090 N. Fruit Avenue, Suite 102
Fresno, CA 93711
4740 Folsom Boulevard
Sacramento, CA 95819
Don Blythe, CPA
315 Montgomery Street, 9th Floor
San Francisco, CA 94104
Sharon Clark, PhD
1120 McKendrie Street
San Jose, CA 95010
Emily De Falla, JD
1990 N. California Blvd., Suite 600
Walnut Creek, CA 94596
John Denny, JD
100 Bayview Circle, Suite 3200
Newport Beach, CA 92660
David Fink, JD
291 Geary Street, Ste. 600
San Francisco, CA 94102
Camille King, JD
1061 Eastshore Hwy., Suite 2016
Berkeley, CA 94710
Meredith Lewis, JD
777 S. Highway 101, Suite 123
Solana Beach, CA 92075
Diana Martinez, JD
15338 Central Avenue
Chino, CA 91710
Beth McClelland, CFP, CDFA
2832 College Avenue
Berkeley, CA 94705
Jaye Jo Portanova, MD
3868 W. Carson Street, Suite 311
Torrance, CA 90503
Doug Rosner, JD
2625 Townsgate Road, Suite 330
Westlake Village, CA 91361
Shawn Skillin, JD
3298 Governor Drive, #22751
San Diego, CA 92122
Collaborative Practice California: Committees
Committees drive the initiatives and benefits on behalf of Collaborative Practice California members, providing the support and tools to promote Collaborative Practice and deliver services statewide.
All CP Cal members are welcome to join, serve, and contribute their skills and expertise for the benefit of both professionals and the clients they serve.
If you are interested in serving on a committee, click here.
All subcommittees and initiatives fall under the umbrella of one of the standing committees, as outlined below:
Membership and Protocol Committee
Co-Chairs: John Denny and Steve Rutlen
The Membership Committee shall make recommendations regarding protocol, qualification standards, and maintain records relating to membership qualifications, and such other related activities.
- Delegate Relations North: Tanya Prioste, Steven Rutlen, Co-Chairs
- Delegate Relations South: Doug Rosner, Chair
Nurture the board’s relationships with the delegates, enlist practitioners to committees, task forces, and delegate/leadership positions, convene bi-annual conclaves, and support intergroup projects and trainings for the practice groups throughout California.
- Membership Protocols: John Denny and Steve Rutlen, Co-Chairs
Review and monitor membership criteria and requirements.
Practice Excellence Committee
Co-Chairs: Sharon Clark and Shawn Skillin
The Practice Excellence Committee shall seek to provide, directly and/or through others, opportunities for the enhancement of Collaborative Practitioners’ skills and understanding in order to better provide for the needs of Collaborative clients.
- Professional Education: Sharon Clark, Chair
Outreach to members, increase quality of practice, and produce monthly Practice Tips.
Public Education Committee
Co-Chairs: Shawn Weber and Beth McClelland
The Public Education Committee shall develop and disseminate materials for the education of the public and professionals about CP Cal and Collaborative Practice through various modes, including, without limitation, print and electronic media, direct presentations and other methods and to conduct other activities related to the promotion of CP Cal, its members and their interests.
- Statewide PEC Coordination:
NorCal PEC: Beth McClelland, liaison
SoCal PEC: Diana Martinez and Kevin Chroman, liaisons
- Public Communications:
- Website and Social Media: Shawn Weber and Beth McClelland, Co-Chairs Promote CP Cal and educate its members and the public through an upgraded website and social media technology.
- Divorce Options:
George Richardson and Don Blythe, Co-Chairs
Revise and modify the Divorce Options presentation and brochure for the use of CP Cal member groups, and groups outside California, in their effort to educate the public about their divorce choices.
- Trusts and Estates/Civil:
Keith Britany and Doug Rosner, Co-Chairs
Promote education for both professionals and the public on Collaborative Practice for Trusts, Estates, and Civil disputes. Professional education/training and outreach to practice groups to expand the practice groups to include Trusts and Estates and Civil practitioners. Public education outreach through workshops (similar to Divorce Options) and other public education initiatives that may be identified.
- Diversity: inactive
Address, inform and educate member groups regarding diversity, including: identifying the scope of diversity; engaging in efforts to recruit diverse allied professionals to participate in Collaborative Practice; developing and circulating information on diversity to member groups and their individuals; and increasing diversity awareness not only within member groups but throughout the California community.
- Professional Outreach: Keith Britany
Best Practices Guide: JD Heberger
Introduce and enlist professionals into the Collaborative Practice community, and provide them with education and skills to assist with the team process.
Revenue and Fundraising Committee
Co-Chairs: Keith Britany and Emily De Falla
Ensures that CP Cal has the financial resources to accomplish its mission.
- Fund Development: Keith Britany and Emily De Falla, Co-Chairs
To develop Collaborative Practice California’s (CP Cal) Fund Development capabilities and raise the funds necessary to support the organization’s short- and long-term goals.
- Fundraising: Keith Britany and Mark Hill, Co-Chairs
Develop fundraising ideas to reach out to Collaborative professionals and other donors to generate funds for CP Cal to be used in its general fund, which includes public education, educating Collaborative professionals and promoting Collaborative Practice.
Annual Conference Committee (2018)
Co-Chairs: Gloria Flores-Cerul, Neil Penn, and
Oversee and direct the production of the annual statewide conference.