Collaborative Practice Group Membership
Collaborative Divorce Solutions of Tidewater
Collaborative Professionals of Richmond
Professional Activities
CURRENT:
Member of the Institute for Divorce Financial Analysts
Financial Coach with THRIVE, a 501c(3) non profit organization
Tax Preparation Coach with Life Financial Assistance Organization a 501c(3) non profit organization
PRIOR:
Collaborative Practice Training
| Year | Course Title | Instructor | Hours |
|---|---|---|---|
| Basic/ Introductory Collaborative Law or Interdisciplinary Collaborative Team Training. | |||
| 2024 | Introductory Interdisciplinary Collaborative Team Training | CPTI | 20 |
| 30-Hr Interest-Based Negotiation & Mediation Skills | |||
| - | - | - | - |
| Additional 15 hours Intermediate/ Advanced interest-based negotiation, communication skills, collaborative, or basic professional coach training | |||
| 2025 | Untangling Wealth: Mastering Commingled Assets in Collaborative Divorce | MACP Forum: Jordan P. Egert, CPA, CFE, CDFA; Abbie (Niehoff) Frishman, MPS, CFP, CDFA; Stephanie Anderson, CFA, CFP, CDFA | 1.5 |
| 2025 | Keeping You on Top: Avoiding the Collaborative Avalanche | MACP Forum: Deborah Gilman, PhD | 3 |
| 2025 | Improv Team Building Session | MACP Forum: Dave Gau | 2 |
| 2025 | Chasing the Magic: Mastering the Art of Effective Teamwork | MACP Forum: Barbara Burr, Esquire | 1.5 |
| 2024 | Tax Traps in Divorce and How to Avoid Them | Collaborative Clubhouse: Jane O. Rowny, CDFA®, CFP®, CPA | 1 |
| 2024 | Six Tips for Creating A Successful Working Relationship with Our Clients From the First Consult Through Settlement | Collaborative Clubhouse: Lisa Herrick, PhD | 1 |
| 2024 | Case Conference | CPR: Mary Hunt, Mollie Barton, Jill Gasper | 1 |
| 2024 | Avoiding Splitting the Team in Collaborative Practice (17th VaCP) 11-11-24 | Loretta “Lori” Gephart, M.A. | 4 |
| 2024 | Avoiding Retirement Account Mistakes (and Updates) | VaCP Clubhouse - Jamie S. Blum, CPA, CDFA® | .75 |
| Annual 4 hours collaborative continuing education (basic, intermediate, or advanced) | |||
| 2025 | Ensuring Validity of Collaborative Settlement Agreements in a Non-Collaborative World – Practice Tips about Disclosure, Negotiation, and Drafting | Collaborative Clubhouse: Hayden O. Lee, Esq. | 1 |
| 2024 | Introduction to the Association of Family and Conciliation Courts (AFCC) | CPR: Jessica Beatty & Jill Gasper | 1 |
| 2024 | Annual Training | Bruce Avery | 4 |