Sample 2-Day Basic Training


| MORNING - DAY ONE |

8:00- 8:30AM
Registration and Continental Breakfast

8:30- 8:45AM
Welcome, Acknowledgements, Introductions
Historical Perspective and Overview of Program

8:45- 9:30AM
Demonstration-Attorney Client Interviews

Initial meeting with clients

  • Establish rapport with client
  • Identify goals and interests
  • Determine appropriateness of collaborative for client
  • Screen for Domestic Violence Issues (UCLA Section 15)
Informed Consent
    • Reconciliation
    • Litigation
    • Meditation - Pre Suit or Post Filing
    • Soft Negotiation
    • Collaborative Divorce 
      • Paradigm Shift                    
      • Use of an Interdisciplinary Team
      • Transparency of process
      • Disqualification of counsel/withdrawal provision
Telephone Conference between counsel

9:30-10:00AM
Role of the Attorney in Collaborative Divorce

10:00-10:15AM 
Questions and Answers

10:15-10:30AM 
Break

10:30-11:15AM
Role of Mental Health Professional

11:15-12:15PM
Demonstration: MHP Interview with clients

12:15-1:15PM
Lunch

| AFTERNOON – DAY ONE |

1:15-1:30PM
Demonstration: MHP Conference with Attorneys

Discussion of proposed agenda

1:30-2:00PM
Demonstration: Pre-team meeting of counsel, MHP and client

2:00-2:45PM
Role of the Financial Professional

2:45-3:00PM
Questions and Answers

3:00-3:15PM
Break

3:15-4:15PM
Demonstration: First Team Meeting

  • Welcome and Introduction by MHP
  • Review of Participation Agreement and Declaration of Principles
  • Entertain any questions from clients
  • Execution of Participation Agreement
  • Date of filing
  • Discuss immediate needs
  • Discuss short term  interests, goals
  • Discuss long term  interests, goals
  • Need for neutral Financial Professional
  • Financial documents
  • Parenting Plan
  • Payment of Professional Fees
  • Homework
  • Schedule future meetings 
  • Preparation of meeting minutes
  • Debriefings

4:15-5:00PM
Questions and Answers

Our program is specifically tailored to meet the needs of your area. Please contact us for details.

| MORNING - DAY TWO |

8:00-8:30AM
Continental Breakfast and Networking

8:30-9:00AM
Demonstration: FP Meeting with husband and Attorney

9:00-9:15AM 
Demonstration: FP teleconference with Attorneys

9:15-9:45AM

Demonstration:  Attorney, FP, MHP meet with wife

9:45-10:00AM

Questions and Answers

10:00-10:15 
Break

10:15-11:15AM
Panel Discussion on Ethical Dilemmas

11:15-12:00PM 
Demonstration: Second Team Meeting
FP and Financial Affidavits 

12:00-1:15PM 
Lunch

| AFTERNOON – DAY TWO |

1:15-1:45PM
Demonstration: Preparation for Third Team Meeting
MHP and FP with Attorney and Wife 

1:45-2:30PM;   Interest Based Negotiation

2:30-2:45PM   Break 

2:45-4:00PM 
Demonstration: Third Team Meeting

Use of Interest Based Negotiation

4:00-4:30PM
Questions and Answers with Panel and Faculty

4:30-5:00PM
Demonstration: Final Team Meeting

Execution of Final Agreement

FINISH


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