With over 25 years experience in accounting, finance and taxes, I found that I wanted to apply my analytical skill set to a specific area where I could make more of an impact on those in need, specifically families going through a divorce. A divorce does not have to be a traumatic and confusing time for a couple where finances can often be a huge source of tension. If I can help the collaborative team with the financial analysis needed and reduce that tension, I can make a positive impact on helping couples come up with a resolution of creating two new healthy financial households that considers the needs of all those involved, particularly the children. Within the realm of the collaborative process, it's an easier and more fair approach with resolution centered around fairness and respect.
My solo consulting practice provides financial professional services in divorce and other family and civil law disputes. My experience includes providing financial assistance in a collaborative or non-litigated fashion with a focus on negotiation. My extensive background in audit, tax, accounting and financial analysis provides the perfect road-map for helping others navigate the financial implications of divorce. I also serve as the current Treasurer for the Virginia Collaborative Professionals (VaCP) as well as current Treasurer for Collaborative Professionals of Richmond (CPoR). VaCP is a non-profit association of attorneys, mental health, and financial professionals trained in the Collaborative Process. Using this process, interdisciplinary teams of professionals offer clients the support, protection, financial and legal guidance necessary to resolve disputes within a safe atmosphere of mutual respect without going to court. VaCP members bring a high level of skill, competence, and compassion in resolving divorce and other family and civil law disputes. CPoR is our local group of members including lawyers, financial professionals, communication coaches, and child specialists in and around the metro Richmond area helping families discover the benefits of collaborative solutions for marriage dissolution, child custody and co-parenting issues, division of assets, and more. We offer guidance, information, and respectful problem solving. We help clients understand how to better manage the effects of divorce on their children.
PRIOR:
Virginia Collaborative Professionals (VaCP) - Statewide Practice Group, Treasurer and Executive Council
Collaborative Professionals of Richmond (CPoR) -Local Practice Group, Treasurer
America Institue of Certified Public Accountants (AICPA)
Virginia Society for Certified Public Accountants (VSCPA)
Year | Course Title | Instructor | Hours |
---|---|---|---|
Basic/ Introductory Collaborative Law or Interdisciplinary Collaborative Team Training. | |||
2011 | Collaborative Practice Team Training: Solving Conflict in a Collaborative Model | Donita King, David Schein, Sandy Cassel, Gigi Robson | 20 |
30-Hr Interest-Based Negotiation & Mediation Skills | |||
2012 | Family Mediation Training in Juvenile and Domestic Relations | Morna Ellis, CMG Foundation | 20 |
2011 | Professional Mediation Skills and Practice | Ervin J. Mast, LCSW | 20 |
Additional 15 hours Intermediate/ Advanced interest-based negotiation, communication skills, collaborative, or basic professional coach training | |||
2012 | VaCP 5th Annual Meeting | VA Collaborative Professionals | 4.5 |
2012 | Orientation to the Virginia Judicial System | Morna Ellis, CMG Foundation | 4 |
2012 | Collaborative Conversations on Support: A Model Between Fear and Fairness | CPoR & Lonnie Broussard, Kimberly Fauss, Adele D'Ari, Paul Smoller | 7 |
Annual 4 hours collaborative continuing education (basic, intermediate, or advanced) | |||
2017 | Creating the Conditions for Growth As We Help Our Clients Navigate Separation and Divorce | Lisa Herrick and Kate Scharff | 6 |
2016 | The Financial Neutral in the Collaborative Process at UR Law Class | I was the instructor. | 1 |
2016 | Testifying as an Expert Witness | Financial Divorce Assn., Inc. | 1 |
2016 | Tax Issues for Small Businesses | Professional Education Services, LP | 12 |
2016 | Samoan Circle How to Effectively Use External Experts Within the Collaborative Process | CPoR Kimberly Fauss | 1 |
2016 | Mortgage Finance in the Collaborative Process | CPoR Mary Katherine Perkinson | 1 |
2016 | Intrinsic value and possible approaches to business valuations for collaborative cases | CPoR Joe Thornton with Mitchell Wiggins | 1 |
2016 | Ethics and Professional Conduct for VA CPAs 2016 | Professional Education Services, LP | 2 |
2016 | Difficult Conversations | CPoR Sandy Cassell | 1 |
2016 | Counseling Clients through Bad News | Marjorie Aaron | 6.5 |
2016 | Contrarian Investing | Professional Education Services, LP | 12 |
2016 | Case Conference Guidelines | CPoR Sandy Cassell and Gigi Robson | 1 |
2016 | Avoiding Financial Errors in Divorce Settlement at Conflict Resolution Training Inc. | I was the instructor. | 4 |
2015 | Virginia Case Law and Legislative Update | VaCP Christopher MacTurk | 1 |
2015 | Understanding Credit and Its Impact on Credit Scoring | CPoR David Johnson | 1 |
2015 | The Value of Debt | Professional Education Services, LP | 10 |
2015 | The Role of The Child Specialist in the Collaborative Process | CPoR Professional Panel | 1 |
2015 | The Neutral Financial Specialist Toolbox in the U.S. | IACP Forum Zielinski, Zielinski &Zielinski | 1.5 |
2015 | The History of a Multi-Disciplinary Practice Group | CPoR Shireen Meistrich | 2 |
2015 | The Financial Neutral's Role in Bringing Clients to Agreement Readiness | IACP Forum Collinsworth & Hughes | 1.5 |
2015 | Secrets of Unconscious Communication: Managing the Most Challenging Clients | IACP Forum Thevenin | 1.5 |
2015 | It's All About The Frame: A Deeper Look At Conflict | IACP Forum Smith & Slovin | 6 |
2015 | Investing for a Lifetime | Professional Education Services, LP | 12 |
2015 | Info Security for Collaborative Professionals What You Need to Know About Electronic Evidence | VaCP Sharon Nelson and John Simek | 3 |
2015 | Fostering Trusting Relationships in Your Practice Groups | IACP Forum McAninch, Livesay, & Algert | 1 |
2015 | Financial Planning and Health Insurance Concepts | CPoR Jennifer Berdell | 1 |
2015 | Ethics and Standards for Collaborative Practice | IACP Forum Cafe | 1.5 |
2015 | Ethics and Professional Conduct for Va CPAs 2015 | Professional Education Services, LP | 2 |
2015 | Building Your Collaborative Practice | VaCP Mike Fancher | 3 |
2015 | Behavioral Economics: Helping Your Client Project Into the Future | IACP Forum Chan | 1.5 |
2014 | Split: Divorce Through Kids' Eyes | CPoR | 1 |
2014 | Solving Money Problems | The CPE Store, Inc. | 24 |
2014 | Refresher on the Collaborative Process | Sandy Cassel, Gigi Robson, Kimberly Fauss | 1 |
2014 | Finding Money Harmony in Collaborative Divorce | The Collaborative Institute and Olivia Mellan | 6 |
2014 | Ethics for Virginia CPAs | The CPE Store, Inc. | 2 |
2014 | Divorce and Money | The CPE Store, Inc. | 20 |
2014 | Bridging the Gap Between Social Security and Retirement Security | CPoR and Ned Sledge | 1 |
2014 | Behavioral Finance for Collaborative Professionals | Susan Buniva | 1 |
2014 | Advanced Collaborative Practice Workshop, Aptitudes and Attitudes: Developing Skills and Values within the Collaborative Community | CPoR & Kimberly Fauss, Gigi Robson, Brenda Roberts | 6 |
2014 | Adult Attachment Style During Separation & Divorce: A Roadmap for Collaborative Professionals | VACP & Yuval Berger MSW, RSW and Lisa Alexander, B.A. LL.B | 6 |
2013 | Time Power | Professional Education Services, LP | 12 |
2013 | The Ultimate Financial Plan | Professional Education Services, LP | 12 |
2013 | The Right Side of the Equation | Professional Education Services, LP | 6 |
2013 | The Economy in Today's World | Professional Education Services, LP | 8 |
2013 | State of the Family 2013 Symposium: The Divorcing Brain | University of Richmond School of Law | 12 |
2013 | Presentation Coach | CPoR & Joan Bowling | 1 |
2013 | Overcoming Barriers to Settlement | VACP & Nina Meierding, MS, JD | 7.5 |
2013 | Family Systems Theory | Mental Health Professionals, CPoR | 1 |
2013 | Ethics and Standards of Conduct for Virginia CPAs | Professional Education Services, LP | 2 |
2013 | Certification program for Financial Divorce Specialists | Financial Divorce Association, Inc. | 25 |
2013 | CPTI Interest-Based Negotiations in a Neuroscience Context | CPoR & Kimberly Fauss, Gigi Robson, Sandy Cassel, Lisa Schenkel | 8 |
2013 | Behavioral Finance for Collaborative Professionals | Susan Buniva, CPoR | 1 |
2012 | Tracing in Family Law Matters: Hidden Assets, Financial Infidelity, Co-Mingling, and Other Issues | Institute for Divorce Financial Analysts | 6 |
2012 | Stock Market Investing | The CPE Store, Inc. | 10 |
2012 | Start Over, Finish Rich | The CPE Store, Inc. | 5 |
2012 | Screening for and Addressing Domestic Violence in Mediation | Hilda Roundtree, CMG Foundation | 8 |
2012 | Personal Financial Planning for Accountants | The CPE Store, Inc. | 25 |
2012 | Mortgage Issues in Collaborative Practice | CPoR & Theresa Baldwin | 1 |
2012 | Lifestyle Analysis: Everything you Need to Know | Institute for Divorce Financial Analysts | 8 |
2012 | Financial Planning: Investment Strategies & Vehicles | Professional Education Services, LP | 24 |
2012 | Financial Planning for Divorce | The CPE Store, Inc. | 15 |
2012 | Financial Issues in Collaborative Practice | I was instructor | 1 |
2012 | Ethics and Standards of Conduct for Virginia CPAs | Professional Education Services, LP | 2 |
2012 | Cultural/Systemic Approaches-Family Systems Theory | CPoR & Sandy Cassell | 1 |
2012 | Complete Guide to Investing | Professional Education Services, LP | 16 |
2012 | Collaborative Roadshow Presentation | I was instructor | 1 |
2012 | Collaborative Roadshow How to Talk About Collaborative Practice to Anyone | DC Academy of Collaborative Professionals | 2 |
2011 | Ethics and Standards of Conduct for Virginia CPAs | Professional Education Services, LP | 2 |
2011 | Divorce and Taxes | Professional Education Services, LP | 12 |
2011 | Children and Dependents-Divorce Tax Issues | Professional Education Services, LP | 2 |
2011 | Certification program for Divorce Financial Analysts | Institute for Divorce Financial Analysts | 25 |