THE COLLBORATIVE DIVORCE
ASSOCIATION OF THE
CAPITAL DISTRICT, INC.
COLLABORATIVE PRACTICE
BASIC TRAINING
MAY 1ST & 2ND, 2015
CENTURY HOUSE
997 NEW LOUDON ROAD
LATHAM, NEW YORK
SUZANNE L. LATIMER, ESQ.
KELLY M. CURRO, ESQ.
VICTOR T. GRECO, PhD
SCOTT DeMARCO, CDFA
Collaborative Practice Basic Training
Day One A.M. Schedule
8:00 – 9:00 a.m. Breakfast
8:30 – 8:45 a.m. Registration and Sign-In
9:00 – 9:10 a.m. Introductions and Overview of Training
9:10 – 9:45 a.m. Setting the Stage for Collaborative
The Initial Client Interview – Interactive Demonstration
(35 Minutes – Skills)
9:45 – 10:15 a.m. Introduction and History of Collaborative Practice
(25 Minutes – Skills)
10:15 – 10:30 a.m.
Break
10:30 –11:45 a.m.
How and Why Collaborative Practice is Different
(75 Minutes –Skills)
A.
B.
C.
D.
10:30 –10:55 a.m.
10:55 – 11:15 a.m.
11:15 – 11:30 p.m.
11:30 – 11:45 p.m.
11:45 –12:10 p.m.
Divorce Options PowerPoint
Attorney Perspective
Family Professional Perspective
Financial Neutral Perspective
Ethical Considerations
(25 Minutes – Ethics and Professionalism)
-
12:10 – 1:15 p.m. Lunch
Retainer Agreement
Rules of Professional Conduct
Zealous Advocacy
Day One P.M. Schedule
1:15 - 1:40 p.m.
Making The Shift – The Psychological Perspective
(25 Minutes – Skills)
1:40 – 2:05 p.m.
Constructive Advocacy
(25 Minutes – Skills)
Prep Work and Team Work (Case Example)
2:05 – 2:30 p.m.
Documents for the Collaborative Case
(25 Minutes – Skills)
-
Ground Rules and Children’s Bill of Rights
Participation Agreement
Agenda (Session #1)
Agendas ( Sample Future Sessions)
Interim Understanding
Temporary Agreement
Homework Forms
Allied Professionals’ Agreements
2:30 – 3:00 p.m.
Preparation – The Value of the Family Professional
The Couple’s First Session with
the Family Professional
(30 Minutes – Skills)
3:00 -3:15 p.m.
Break
3:15 – 3:45 p.m.
Professional Team Pre-Brief Before 1st Joint
Session
(30 Minutes – Skills)
3:45 – 4:15 p.m.
Initial Client Interview – Return to 1st Demo
Participants’ Role Play
(30 Minutes – Skills)
4:15 – 4:30 p.m.
De-Brief/Wrap Up and Q&A
Day Two A.M. Schedule
8:00 – 8:30 a.m.
Breakfast
8:30 – 8:50 a.m.
Retooling for Competency
(20 Minutes – Skills)
-The Personal Shift
-The Professional Shift
8:50 – 9:20 a.m.
Preparing for the First Joint Meeting
(30 Minutes – Skills)
9:20 – 9:45 a.m.
Ethics and Professionalism - Ethical Considerations
Integrated
(25 Minutes – Ethics and Professionalism)
Confidentiality and Privilege - Attorney and Allied
Professional Perspective
9:45 – 10:00 a.m.
Break
10:00 – 10:50 a.m.
Respectful Communication
(50 Minutes –Skills)
Difficult Conversations
Needs v. Positions
Interest Based
(Case Illustration – “The Orange”)
10:50 – 11:15 a.m.
Self-Awareness
(25 Minutes – Skills)
Listening rather than Talking
The Greek Chorus
Flexibility – Keeping your Options Open
See Flowchart in Handouts
11:15 – 11:40 a.m.
Participant Role Play - Difficult Conversations
Introducing the New Significant Other
(25 Minutes – Skills)
11:40 – 12:10 p.m.
Lunch
Day Two P.M. Schedule
12:10-1:00 p.m.
Demonstration / Role Play by Presenters
First Joint Session
(50 Minutes – Skills)
1:00-1:55 p.m.
Breakout into Working Groups
(55 Minutes – Skills)
Role Play a Session – Pick a Topic from Case Study
Include Pre & Post Briefs
1:55 – 2:10 p.m. Break
2:10 – 2:55 p.m. Nuts and Bolts – Answering Questions
(45 Minutes – Skills)
What to do when the client wants to hijack the process?
Keeping the Process Flowing
Use of Time
When to Caucus
Transparency
Net Worth/Disclosure
Use of Other Allied Professionals
(The Child Specialist, Appraiser, Valuation Expert)
Professional Fees
2:55 – 3:15 p.m. – Final Wrap Up/Q&A
IACP & Your Local Group Membership
Resources
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Collaborative Resources
Biography and Contact Information
Evaluation Form
Day One:
6.0
.5
Credit hours Skills
Credit Hours Ethics and Professionalism
Day Two:
6.0
.5
Credit Hours Skills
Credit Hour Ethics and Professionalism
COLLABORATIVE PRACTICE
BASIC TRAINING
HANDOUTS
Training Topics and Schedule
Case Study
Stu Webb Letter – How it All Got Started
PowerPoint – Options for Divorce
Retainer Agreement
Excerpts from Rules of Professional Conduct
Ground Rules
Children’s Bill of Rights
Participation Agreement
Session One Agenda
Sample Agendas
Interim Understanding
Temporary Agreement
Homework Forms
Allied Professional Sample Retainer Agreements
“Orange” Illustration
Flowchart for Process
Collaborative Resources
Biography and Contact Information