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
- the evolution to 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
- working with the neuroscience that drives human behavior
- The role of the law in an interest-based process
- understanding power
- understanding fairness
- the interplay of law, interests and fairness
- Professional breakout sessions
- the Role of the Neutral Facilitator
- the Role of the Neutral Financial Professional
- advocacy issues for settlement lawyers
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
April 1, 2020
April 2, 2020
April 3, 2020
Location
YWCA Toronto
Speakers
- Deborah Graham, B.A. Hons, LL.B, Acc.FM (OAFM)
- Sheila Brown, M.S.W., R.S.W., Acc.FM (OAFM)
- Jane Tremblay, CFP, FDS
Cost
- Before January 22, 2020 - $950 plus $123.50 H.S.T. ($1,073.50)
- After January 22, 2020 - $1000 + $130 H.S.T. ($1,130.00)
