oklahoma collaborative practice training

Oklahoma

Academy of

Collaborative

Professionals

The Oklahoma Academy of Collaborative Professionals Presents

doliaoorative X^'worce. ~T^e fetter Way !!!

Who should Attend this seminar? Attorneys, therapistsand financial professionals who are interested in learningor building their collaborative practice skills. Collaborative

practice is a process of resolving conflicts through interest-based negotiations. Collaborative professionals support

their clients to reach settlements outside of the adversarial

court-imposed resolution process. Interdisciplinarycollaborative practice provides a team approach, giving

clients the benefit of support from the most qualifiedprofessionals on the team. Whether you want to change the

way you currently handle divorces or hone your collaborativeskills, this upcoming

BASIC/INTERMEDIATE INTERDISCIPLINARY TRAININGmeets your professional goals

April 26, 2012 (Thursday) and April 27, 2012 (Friday)

The Courtyard Marriott Downtown2 West Reno Avenue

Oklahoma City, OK 73102(800) 217-9905 - rate code ACPO

www.marriott.com/okcdt

The OACP, which is part of the OBA Family Law Section, is a PresumptiveOklahoma MCLE Provider. This course has been approved by the Oklahoma

Bar Association Mandatory Continuing Legal Education Commissionfor 15.25 hours of mandatory CLE Credit, including 1.00 hour Ethics Credit.

Continuing education credit for other professions is pending.

Further, this training conforms to the standard of theInternational Academy of Collaborative Professionals ("IACP")

OUTSTANDING TRAINERS FOR ALL THREE DISCIPLINES:

1. FOR ATTORNEYS: Carl Michael Rossi, Esquire - Chicago, IL.

Michael is an attorney admitted in both Illinois and New York, as well as aNationally Certified, Licensed Professional Counselor, currently residing inChicago. His professional commitment is solely to the practice of and expansionof Collaborative Practice. He is a past President of the International Alliance ofHolistic Lawyers. He is also a former member of the Board of both CollaborativeLaw Institute of Illinois and the International Academy of CollaborativeProcessionals.

2. FOR MENTAL HEALTH COACHES: Jeff D. Shushan, MS, LMHC - Seattle, WA.

Jeff has been working in the fields of Experiential Education, the Cultivation ofHuman Capacities, Trauma Recovery and Family Therapy for 34 years. In privatepractice since 1989, he specializes in working with couples through all phases ofrelational health and transition. Jeff has been a Collaborative Law Divorce coachin Seattle who has experience in various coaching models (including the singlemental health neutral (sometimes referred to as the single coach) model.

3. FOR FINANCIAL NEUTRALS: Donna J. Smalldon, CDFA, MBA, CFP - Portland, OR.

Donna is a well-versed financial planning professional who specializes in thefinancial implications of divorce. In her three decades in practice, Donna hasacquired both Certified Financial Planner and Certified Divorce Financial Analystdesignations. Donna has been active in the Collaborative Family Lawyers ofOregon and IACP as a Trainer-Presenter since 2003. She is a financial neutral whohas been to OKC on previous training and is back by popular demand.

POWER-PACKED SCHEDULE YOU CANT AFFORD TO MISS:

DAY 1 / THURSDAY April 26, 2012

8:00 ~ 8:30 Registration - (Free Breakfast Buffet for registrants)

8:30 ~ 10:00 Interactive discussion - Burning Questions (Learning Goals: MHPs, Fns, Attys -The Basic Tenets of Collaborative Practice, with an historical perspective onCollaborative Practice and understanding the Players on the InterdisciplinaryTeam)

10:00 ~ 10:15 BREAK - Chefs Choice Treats of the Day provided.

10:15 ~ 12:00 Roles: Who Am I Now? [Team Structure Options - including one and two coachmodels]("Dancing 'with1' two parties or dancing 'at' two parties? - That is thequestion!" Pros and Cons. First meeting with client to education about processoptions; First meeting with Client DVDs).

12:00 ~ 1:30 LUNCH - Chefs Choice Delicious Lunch provided.

1:30 ~ 2:30 Exercise: First Meeting with Client [What's 'Good' in 'Good Grief?]

2:30 ~ 3:30 Thinking About Family Systems and Building the Interdisciplinary Team [ShiftYour Paradigm, or It's Not an Earthquake, It's Just a Paradigm Shift!]

COACH - "Who's within the Family System?" and "Resentment and Guilt, My TwoFavorite Emotions"

FINANCIAL NEUTRAL - "What do You Mean it's not all about the Money?"

ATTORNEY - "Am I the Least Important Person in the Room?"


3:45 ~ 4:30 First Professional Meeting to Create Team Norma [Staying within role whilethinking/doubling all Team mates] Using Discernment vs. Judgment. Exercise:First Professional Meeting

5:00 ~ 6:30 THURSDAY EVENING WELCOME RECEPTION

DAY 2 / FRIDAY April 27, 2012

6:30 ~ 8:30 Free Breakfast Buffett for hotel registrants

8:30 ~ 8:45 Question/Answer Session for Day 1

8:45 ~ 9:45 Preparation of the Client for First Meeting

9:45 ~10:00 Demonstration of Client First Meeting

10:00 - 10:15 BREAK - Chefs Choice Treats of the Day provided.

10:15 ~ 12:00 Get Ready for First Meeting [Exercise: First full meeting with team and clients]JIdentifying High End Goals, Interests &Concerns: Legacy Based Visioning and)e-briefing with client)

12:00 ~ 1:30 LUNCH - Chef's Choice Delicious Lunch provided.

"What is a Practice Group and Why Should You Want One?"

1:30 - 1:45 Question/Answer session from Morning Training

1:45 - 2:15 De-brief of Team

2:15 ~ 3:15 Ethical Dilemmas for the Team - Common Collaborative Challenges


3:30 ~ 4:30 The Roadmap to Resolution [Addressing Different Interests; Dealing withRoadblocks and Making DurableAgreements] "Legal, Financial and EmotionalResolution - The Unfolding Legacy*

4:30 ~ 5:00 Burning Questions [Questions and Answers, Evaluations and Closing]

ROOM RESERVATIONS & HOTEL INFORMATION

Accommodations will be provided by the Courtyard by Marriott DowntownOklahoma City Hotel, right next to Bricktown!

Reservations should be made directly with the Courtyard by Marriott Downtown by calling800-217-9905 or going online to: www.marriot.com/okcdt

BE SURE TO RESERVE YOUR ROOM BEFORE - MONDAY, MARCH 26, 2012.

You will want to mention that you are attending the OACP Conference in order to receivethe discounted room rate of $144 per night [rate code ACPO]. Discounted rooms aresubject toavailability, so be sure to reserve early.

Self Parking is also included in the Conference room rate, along with Breakfast vouchers.

Obtain driving directions to the hotel by going to this link:

http://www.marriott.com/hotels/maps/travel/okcdt-courtyard-oklahoma-city-downtown^

O°»akorative Divorce ~~[ne

£>etter WaM - Registration f^orm !When completed, mail this Registration Form and your check payable to OACP to:

Oklahoma Academy of Collaborative ProcessionalsPost Office Box 14502, Tulsa, OK 74159-4502

Your name:

Profession: Lic#:

Your phone: Your fax:

• Postmarked or Received by 03/26/2012 AND I am a member ofOACP. My$350.00 check is enclosed.

E-mail:

Address:

• Postmarked or Received by 03/26/2012 AND I am not a member of OACP. My$375.00 check isenclosed.

• Postmarked or Received after 03/26/2012 AND I am a member of OACP. My $400.00 check isenclosed.

• Postmarked or Received after 03/26/2012 AND I am not a member of OACP. My$425.00 check isenclosed.

• As part of the conference, I want to join OACP and receive a $50.00 waiver on my membershipdues. My additional$100.00 membership fee check is enclosed.

Credit card payments should be mailed with this completed form to the address above or your may send by fax to:Sherri K. Anderson, OACP Treasurer - Fax Number: 918-512-4382

Type of card:.Credit or Debit Card Number Expiration - mo/year Verification

Card Billing Address.Address City/State Zip

I authorize Anderson Law Firm, PLLC and/or OACP to charge the above credit card in the amount of $for the OACP Collaborative Divorce - The Better Way! Training program and to forward the funds upon receiptdirectly to the OACP.

Date:

Participant Signature (required for credit/debit card charges)