Level 2 Interdisciplinary Collaborative Practice Skills Training – September 2020

Level 2 Interdisciplinary Collaborative Practice Skills Training – September 2020

This workshop will be highly experiential and interactive, involving demos, exercises and roleplays. It will cover:

The choreography of an interdisciplinary collaborative case

  • The initial client interview – explaining team process, overcoming resistance, understanding advocacy needs
  • Process design – when do you need a Financial Professional? a Family Professional?
  • Team preparation
  • The debrief – with the clients and with the team

NEW! Comprehensive Collaborative Team Protocols

High performance teams

  • Settlement advocacy
  • The importance of neutrality
  • How the team can manage common case challenges
  • Running effective meetings

Critical skills

  • Interest-based negotiation
  • Key communication skills

The role of the law in an interest-based process

  • Why, what, where, when and how

This training meets CPT, OCLF and IACP standards for training and trainers

*This training contains 2 hours 5 minutes Professionalism Hours and 18 hours 40 minutes Substantive Hours*

Please complete and return the attached registration form and payment to confirm your space.
Note: Materials and protocols will be provided.

Date & Time

September 15, 2021 9:30 am September 16, 2021 9:30 am September 17, 2021 9:30 am September 21, 2021 9:30 am September 23, 2021 9:30 am September 25, 2021 9:30 am


Online Training


  • Deborah Graham, B.A. Hons, LL.B, Acc.FM (OAFM) ACP
  • Sheila Brown, M.S.W., R.S.W., Acc.FM (OAFM)
  • Alison Anderson, CFP,CFDS, ACP
  • And experienced collaborative professionals as coaches for breakout rooms and role plays.


  • $1000 + $130 H.S.T., for a total of $1,130.00
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