Collaborative Services
Offering collaborative financial solutions to divorcing spouses including division of marital assets, budget and cash flow analysis, retirement projections, and more! My goal is to create an environment which garners a communicative and goal forward environment.
Professional Activities
CURRENT:
Treasurer of Collaborative Professionals of Northern Virginia
PRIOR:
Collaborative Practice Training
| Year | Course Title | Instructor | Hours |
|---|---|---|---|
| Basic/ Introductory Collaborative Law or Interdisciplinary Collaborative Team Training. | |||
| 2017 | Introductory Interdisciplinary Collaborative Training | Lisa Herrick and Paul Smollar | 16 |
| 30-Hr Interest-Based Negotiation & Mediation Skills | |||
| 2018 | Basic Mediation Training | Barbara Williams | 40 |
| Additional 15 hours Intermediate/ Advanced interest-based negotiation, communication skills, collaborative, or basic professional coach training | |||
| 2020 | The New Normal | CPNV: Steve Goldman & Patrice Garver | 1.5 |
| 2020 | Cash, Covid, and Collaboration: Financial Considerations for assisting your clients | CPNV: Jordan Egert & Jane Oschman Rowny | 1.5 |
| 2019 | Tools to Understand your Divorcing Clients Money Personality | Erika Schleifman | 1.5 |
| 2019 | Retirement Assets and Family Law (Implications in Litigated and Collaborative Process) | Jane Rowny and Jordan Egert | 1.5 |
| 2019 | Parent Child Conflict and Collaborative Principles | Patrice Garver and Lynn Hawkins | 1.5 |
| 2019 | Let's Talk About Money | CDRP | 1 |
| 2019 | Collaborative Casual | CDRP | 1 |
| 2019 | Collaborative Boot Camp | Barbara Burr and Lisa Herrick | 5.5 |
| Annual 4 hours collaborative continuing education (basic, intermediate, or advanced) | |||
| 2023 | IACP Annual Symposium | IACP | 20 |
| 2022 | Transitioning Clients in Collaborative Divorce | CPNV: Michael McHugh, Esq. and Teresa Cole, Esq. | 1.5 |
| 2022 | Targeted Tools to Resolve Complex Collaborative Impasses | CPNV: Carl Mitlehner, CFP®, Sue Soler, LCSW, and Jennifer Bradley, JD | 1.5 |
| 2022 | Drafting Effective Parenting Plans | CPNV | 1.5 |
| 2022 | Divorcing your spouse, but staying married to Uncle Sam | CPNV: Sarah Avila, CFP®, CDFA® | 1.5 |
| 2022 | Collaborative Clients: When kumbaya is not enough | CPNV: Barb Burr | 1.5 |
| 2022 | A Parent’s Mental Illness Should Not Prevent a Successful Parenting Plan | CPNV: Stephanie Smith, JD, and Patrice Garver, MHP | 1.5 |
| 2021 | BEYOND SPREAD SHEETS AND CASH FLOW – A DEEP DIVE INTO THE FINANCIAL NEUTRAL ROLES AS FACILITATOR, MEDIATOR AND ADVISOR | CPNV | 1.5 |
| 2021 | Virginia's Uniform Collaborative Law Act: What it Means for Your Collaborative Practice | Jennifer Bradley | 1.5 |
| 2021 | Understanding Domestic Violence and the Challenges in Getting It Right | Viola Vaughan | 1.5 |
| 2021 | Transform Them | CPNV: Jonathan Foust, MA, CSA | 1.5 |
| 2021 | The Flexible Potential of the Child Specialist Role | Natalie Goldberg | 1.5 |
| 2021 | SHOULD VIRGINIA CREATE A LEGAL PRESUMPTION OF SHARED CUSTODY | Lisa Herrick | 1.5 |
| 2021 | Maximizing the Role of a Financial Neutral in Unprecedented Times (14th VaCP) | Jane Rowny, CPA, CFP®, CDFA®, Jamie Blum, CPA, CDFA®, & Jordan Egert, CPA, CFE, CDFA® | 2 |
| 2021 | HOLD ONTO YOUR HATS: STRATEGIES FOR STREAMLINING COLLABORATIVE PRACTICE | CPNV: Jennifer Bradley, Esq., Lynn Fetcher, Esq., Natalie Goldberg, LCSW, Jane Ochsman Rowny, CPA, CDFA | 1.5 |
| 2021 | Changes, Practical Applications and Issues now that the UCLA Statute has been Enacted (14th VaCP) | Teresa Cole, JD, Karen Keyes, JD & Cheryl Smith, JD | 1.25 |
| 2021 | ADULT ADHD IN COLLABORATIVE PRACTICE: A POWERFUL, UNDER-RECOGNIZED X FACTOR | CPNV: Kate Scharff, PhD | 1.5 |
| 2021 | A Deeper Dive into the Role of the Child Specialist (14th VaCP) | Natalie Goldberg, LCSW & Lisa Herrick, PhD | 2.75 |
| 2020 | Professional and Collaborative Communications | Deboe Leadership Program (Communication and Collaboration Training | 5 |
| 2020 | Ethics: Protecting the Integrity of | FICPA | 4 |
| 2019 | Deboe Leadership Program (Communication and Collaboration Training | GWSCPA Advisors | 10 |