Certified Financial Planner Practitioner (CFP) (r), Certified Financial Planner Board of Standards
,CFP®
Year | Course Title | Instructor | Hours |
---|---|---|---|
Basic/ Introductory Collaborative Law or Interdisciplinary Collaborative Team Training. | |||
2009 | Basic Collaborative Training | Susan Gamache, Malcolm McCollam, Amy Wolf | 24 |
30-Hr Interest-Based Negotiation & Mediation Skills | |||
2009 | Interest Based Negotiation & Mediation Skills for Collaborative Professionals | Frank Morrison, Lisa Schenkel, Lisa Herrick, Lonnie Broussard, Barbara Burr | 30 |
Additional 15 hours Intermediate/ Advanced interest-based negotiation, communication skills, collaborative, or basic professional coach training | |||
2009 | IACP 10th Annual Forum 2009 -- Reflections and Visions: Celebrating Past, Present and Future (Minneapolis, MN) | Various | 18 |
Annual 4 hours collaborative continuing education (basic, intermediate, or advanced) | |||
2024 | Avoiding Splitting the Team in Collaborative Practice (17th VaCP) 11-11-24 | Loretta “Lori” Gephart, M.A. | 4 |
2023 | Trauma-Responsive Collaborative Practice (16th VaCP) 11-13-23 | Dana Baerger, J.D., Ph.D. | 6 |
2023 | Introductory Collaborative Practice Training | I was presenter with other CPTI trainers | 15 |
2023 | Drafting Effective Parenting Plans | CPNV: Lynn Hawkins, with special appearances from Theresa Mihalik, Jennifer Bradley, Michelle Bieber and Tashina Gorgone | 1.5 |
2022 | Transitioning Clients in Collaborative Divorce | CPNV: Michael McHugh, Esq. and Teresa Cole, Esq. | 1.5 |
2022 | The Long and Winding Farewell: How Divorce Changes What We Think We Know About Grief | DCACP: Hope Edelman | 4.5 |
2022 | Targeted Tools to Resolve Complex Collaborative Impasses | CPNV: Carl Mitlehner, CFP®, Sue Soler, LCSW, and Jennifer Bradley, JD | 1.5 |
2022 | Solid Foundations - How to build Practices and Teams That Withstand the Storms | CPNV: Debbie Beach, Steve Goldman & Don Paris | 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: Barbara 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 |
2022 | What You Need to Know about Cross Border Families | DCACP - Melissa Kucinski | 1 |
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 | 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 | A Deeper Dive into the Role of the Child Specialist (14th VaCP) | Natalie Goldberg, LCSW & Lisa Herrick, PhD | 2.75 |
2015 | IACP 16th Annual Networking and Educational Forum (Washington, D.C.) | Various | 18 |
2014 | Seven Structural Elements of Successful Marriage | Larry Gaughan | 1 |
2014 | Psst: Attorneys, Mental Health Professionals and Financial Neutrals Have Real Differences -- An Honest Conversation to Build Bridges and Strengthen Teams | I was the instructor. | 2 |
2014 | IACP 15th Annual Networking and Educational Forum (Vancouver, BC, Canada) | Various | 18 |
2014 | Brainstorming | I was a presenter with Robin Taub | 1 |
2014 | 7th VaCP Conference: Understanding Attachment Styles & its Application in Collaborative Divorce Cas | Yuval Berger, MSW, RSW and Lisa Alexander, B.A. LL.B. | 7 |
2013 | The Meaning of Money | Rona Hitlin-Mason, LPC | 1 |
2013 | The Continuum of Parental Alignment, Estrangement and Alienation in Collaborative Case | Bill Zuckerman | 1 |
2013 | Division of “hybrid” property in Virginia Collaborative cases | Michael McHugh & Grant Moher | 1 |
2013 | DCACP Meetings | Various | 2 |
2013 | 6th VaCP Conference: Overcoming Barriers to Settlement | Nina Meierding, MS, JD | 7.5 |
2012 | The Collaborative Roadshow | Barbara Burr, Andrea Hirsch, Mary Pence, Sue Solar, Sarah Zimmerman | 1 |
2012 | Team Collaboration in a Difficult Case | Carol Miller, PhD, Lynn Fletcher, Esq, Liz Pendzich, Esq | 1 |
2012 | Navigating Asset Valuation Pitfalls in Collaborative Divorce Cases | I was a presenter with Erika Schleifman | 1 |
2012 | IACP 13th Annual Networking and Educational Forum (Chicago, IL) | Various | 18 |
2012 | Fees in Collaborative Cases | Debbie May, Linda Ravdin | 1 |
2012 | Expanding Collaborative to Lower Income | Andrea Hirsch, Suzy Eckstein and Sara Scott | 1 |
2012 | 5th VaCP Conference: Updates on Collaborative Protocols | Paul Smollar, Jan White & Susan M. Butler | 1.5 |
2012 | 5th VaCP Conference: Roadblocks to Financial Resolutions in Collaborative Cases | Debora E. May, Gigi Robson & Lonnie Broussard | 2 |
2012 | 5th VaCP Conference: Challenges in the Collaborative Process | Dana Cogan, Marie Donlan & Viola Vaughan-Eden | 2 |
2011 | IACP 12th Annual Networking and Educational Forum (San Francisco, CA) | Various | 18 |
2011 | 4th VaCP Conference: Preventing Real Property Pitfalls in Divorce | Kelly Lise Murray | 2 |
2011 | 4th VaCP Conference: Navigating Emotional Currents: Delving Beneath the Surface of the Collaborative Process | CPTI: Lisa Herrick & Kate Scharff | 3 |
2009 | Cafe Oggi Meetings | CPNV various | 10 |
2009 | 2nd VaCP Conference: Jumpstarting Your Collaborative Practice | CPTI: Fauss, Robbins, Smollar | 2 |
2009 | 2nd VaCP Conference: Emotional Dynamics of Collaborative Divorce | CPTI: D’Ari, Hembree & Herrick | 2 |