Collaborative Law Course Sharpen Your Collaborative Skill Set - Leveraging Teamwork by Following the Collaborative Compass

Transcription

1 8th Annual Collaborative Law Course Sharpen Your Collaborative Skill Set - Leveraging Teamwork by Following the Collaborative Compass LIVE Austin February 12-13, 2015 Radisson Hotel & Suites Downtown Topic Highlights Pitfalls in Best Practices presented by Sharon Strand Ellison What It s Like Over Here: A Client Perspective on the Gifts and Challenges of Collaborative Divorce presented by Barbara McAfee False Harmony: How Much Honesty Is Necessary in Team Debriefs Working with Individuals Who Think They Know Everything Getting in to Your Client s Financial World Thriving or Surviving: How Failing to Manage Client Expectations Can Derail the Collaborative Process Course Amenities Sponsored breakfast on Thursday morning Thursday evening welcoming social Lunch presentation on Friday Complimentary wireless signal in the meeting room MCLE CREDIT 13 HOURS (1 ETHICS)

2 TexasBarCLE presents the 8th Annual Collaborative Law Course Sharpen Your Collaborative Skill Set - Leveraging Teamwork by Following the Collaborative Compass Cosponsored by the State Bar of Texas Collaborative Law Section and the Collaborative Law Institute of Texas Register by January 29 to save $50! Collaborative Law Section and CLI-Tx members can save $75! Attorneys licensed 5 years or less attend for half off! live Austin February 12-13, 2015 Radisson Hotel & Suites Downtown MCLE CREDIT #TBCLEcollab 13 HOURS (1 ETHICS) MCLE COURSE NO: Applies to the College of the State Bar of Texas and to the Texas Board of Legal Specialization in Civil Trial Law and Family Law. CEU for Non-Attorneys The State Bar of Texas is an approved sponsor with the Texas State Board of Social Workers Examiners (provider #6174) and Texas State Board of Examiners of Professional Counselors (provider #1675). CPA Credit We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our program. The State Bar s continuing education sponsor I.D. number is 135. Thursday 7.25 hours including.25 ethics 8:00 Registration - Sponsored Breakfast Provided 8:40 Welcoming Remarks Course Directors Carla M. Calabrese, Dallas Calabrese Huff Honey A. Sheff, Ph.D, Dallas 8:45 Follow the Yellow Brick Road : Maintaining Commitment to the Roadmap.75 hr Rhonda Sullivan Cleaves, Plano Cleaves Family Law Jennifer Hargrave, Dallas Smith Hargrave Law 9:30 Mining Underused Tools and Resources in the Collaborative Process.5 hr Sally H. Emerson, Amarillo Underwood Law Firm 10:00 Break 10:15 Can We Dance if We Aren t in the Same Ballroom? Addressing Motivation Conflicts in the Collaborative Process.75 hr This presentation explores the challenges and frustrations encountered by a collaborative team when there is variance in the goals and interests between the clients, or between the clients and the professionals, or between the professionals themselves, while demonstrating how to detect and resolve the misalignment without derailing the case. Scott Clarke, CFP, CDFA, Colleyville Financial Planner Clarke Divorce Financial Consultants Julie H. Quaid, Dallas Quaid Farish Honey A. Sheff, Ph.D, Dallas 11:00 False Harmony: How Much Honesty is Necessary in Team Debriefs 1 hr Is there a value to giving honest feedback to other professionals in a case? Does it matter? Should we focus only on the content of the matter and the clients? This presentation will take an in-depth look at those questions. Melinda L. Eitzen, Plano Duffee + Eitzen Linda Solomon, LPC, LCDC, LMFT, Dallas 12:00 Lunch on Your Own 1:00 Top Five Financial Issues in Collaborative Law Cases.5 hr An overview of areas such as valuation, separate property, income taxes, as to what issues may arise and potential outcomes. Richard D. Soat, CPA, ABV, CFF, CMAP, San Antonio Advisory Senior Manager BDO USA, LLP 1:30 Pitfalls in Current Best Practices 1.5 hr What if a few words could motivate a client to be instantly more open, honest, compassionate and/or accountable? Regularly. While great progress has been made in facilitating constructive conflict resolution, many techniques being used are still rooted in methods of communication that can prompt defensive reactions. We ll look at a series of pitfalls and take quantum leaps over them with small changes that empower people to drop their defenses and bring their integrity to the table. Sharon Strand Ellison, Sunriver, OR Founder and Executive Director The Institute for Powerful Non- Defensive Communication 3:00 Break 3:15 Pitfalls in Current Best Practices (continued) 1.5 hr 2

3 4:45 Leveraging Practice Groups in Team Dynamics.75 hr (.25 ethics) Moderator Christopher Farish, Dallas Quaid Farish Gregory Beane, Dallas VernerBrumleyMcCurley Melissa Sulkowski, Erie, PA Nurturinse Counseling and Wellness Cristi M. Trusler, Austin Trusler Legal, PLLC 5:30 Adjourn 5:30 p.m. - 6:30 p.m. Join us for a welcoming social to network and mingle with speakers and fellow attendees. Friday 5.75 hours including.75 ethics 8:15 Coffee & Pastries Provided 8:40 Announcements 8:45 How We Attract Referrals That Bring Us Collaborative Cases (No MCLE Credit) Learn how a small group quickly built a growing collaborative presence in a community tightly tied to tradition. Hint: Do only what you do well. Hon. Randy Michel, College Station Law Office of Randy Michel Tracy Stewart, College Station Tracy B. Stewart, CPA, PFS, CFF, CDFA, CFP Faith Wilson, MA, LPC, Houston Faith Wilson and Associates, Inc. 9:15 Thriving or Surviving: How Failing to Manage Client Expectations Can Derail the Collaborative Process 1 hr If you feel your client, or the team, getting lost in the Collaborative Process, it s time to refocus on client expectations. Understanding client expectations is the difference between thriving and surviving in the collaborative process. This presentation explores where client expectations come from, when and how the team should address client expectations, and understanding when client expectations are relevant. The interdisciplinary panel will discuss how to ask better questions to understand clients concerns, confront clients fears, gain clients trust, and overcome common roadblocks in the collaborative law process. Jennifer R. Leister, LPC, Dallas Carie Pyland Mack, Allen The Mack Law Office Steve C. Walker, CPA, Frisco 10:15 Break - Snack Provided 10:30 The Sheldon Principle: Working with Individuals Who Think They Know Everything.5 hr Carol A. Mapp, LCSW, Arlington Integrated Healthworks 11:00 What It s Like Over Here: A Client Perspective on the Gifts and Challenges of Collaborative Divorce 1 hr Ten years ago Barbara and her wasband chose a collaborative divorce. The experience laid the groundwork for the lives they are living now and the friendship that abides between them. Several of their close friends pursued the same approach to their divorces with varying results. Drawn from client interviews and Barbara s own story, this presentation will offer client perspectives on how to make the collaborative process work well over the long run. Barbara McAfee, Minneapolis, MN 12:00 Break - Lunch Served 12:15 Luncheon Presentation: The Role of Passion in a Successful Collaborative Practice.75 hr (.25 ethics) Turn up the heat under your practice Find more creative solutions to problems in your cases and your practice Build lasting relationships with satisfied clients Go far beyond your ethical duty to your clients Have better relationships with your colleagues Bring more joy into your life Jennifer Tull, Austin Law Offices of Jennifer Tull 1:00 Break 1:15 Hide and Go Seek Is Not a Fun Collaborative Game: Getting in to Your Client s Financial World.5 hr We will explore ways to get the clients to drop the curtain and let us into their financial world. Mike Benaglio, CDFA, MAFF, Austin The Benaglio Group 1:45 When Leveling the Playing Field Isn t Enough: Addressing Power Imbalances Between Spouses Without Disrupting the Collaborative Team Structure.5 hr 3 In those instances where a party has superior knowledge and expertise about a specific subject, the more novice spouse may need a power booster. This presentation will cover how to incorporate other professionals into the case without creating competition, disruption, or unanticipated consequences. Kristen A. Algert, Austin Ausley, Algert, Robertson & Flores Dodee Frost Crockett, CDFA, Dallas Managing Director Merrill Lynch Wealth Management 2:15 HIPAA - What You Need to Know.5 hr Melinda L. Eitzen, Plano Duffee + Eitzen 2:45 Crossing the Confidentiality Line.5 hr ethics David S. Bouschor, II, Denton Law Office of David Bouschor II 3:15 Growing Pains and Gains: Where We Were, Where We Are and Where We Are Going.5 hr Kevin R. Fuller, Dallas Fuller Mediations 3:45 Adjourn Our Thanks to Our Sponsors DIAMOND The Collaborative Law Institute of Texas GOLD Calabrese Huff Quaid Farish, LLC McClure Law Group Dodee Frost Crockett, CDFA/Merrill Lynch The Collaborative Alliance SILVER GoransonBain, PLLC BRONZE Honey A. Sheff, Ph.D. Duffee + Eitzen, LLP Syd Sharples, MBA, LCSW Ausley, Algert, Robertson & Flores, LLP Jody L. Johnson The Texas College of Collaborative Law

4 fyi Ways to Save on This Course! Register by January 29th and Save $50 because early registrations help us ensure that sufficient course books, seating, and refreshments are available. Course materials and seating will be reserved for preregistrants until the start of the first topic. Collaborative Law Section and CLI-Tx Members Can Save up to $75 because they cosponsor this course with TexasBarCLE. If you are a member of either organization, or you agree to become one by the date of the presentation that you plan to attend, you save $25; register early and save a total of $75! See the registration form for details. Earn Discounts by Registering Five or More from your firm or agency. Contact Laura Angle at or laura.angle@texasbar.com. Need Financial Assistance to Attend? TexasBarCLE offers a limited number of scholarships to attend a live course, video replay, archived online class, or webcast, or to subscribe to our Online Library. To apply or to learn more, call Mon-Fri 8am-5pm CT to Sara at , x1490. Please apply at least four weeks prior to the CLE event. Active State, County, and Texas-Area Federal Judges, Administrative Law Judges, Hearing Examiners, and Judge s Staff Attorneys May Attend for Free, Provided: (1) the course directly relates to the judge s tribunal s jurisdiction, (2) the judge is a full-time judge or retired under a judicial retirement system and (3) space is available for all paying registrants. This privilege does not extend to prosecutors, receivers, trustees, other court staff, or persons serving part-time in a judicial capacity. Actual attendance is required to receive course materials. Parking Information is subject to change without notice and is not a guarantee of available space. Radisson Hotel & Suites Downtown: $6/day; $10/overnight. If You Need Special Accommodations to Attend, please contact us as soon as possible at , x1748. Registered But Can t Attend? Still Earn MCLE Credit and receive course materials by taking the course online later, in which case you ll automatically be sent the course materials. If you wish a refund instead, mail or fax ( ) your request so that we receive it at least one business day before the program. FREE TO OUR REGISTRANTS! Online Videos and MP3s of the Topics will be available to registrants 6-8 weeks after the course. Provide your address when preregistering to be notified when and how these benefits may be accessed. (Note: Presentation lengths may vary from that which was advertised.) There s no extra charge; as a registrant, you re already entitled! Interested in Sponsoring or Exhibiting at This Course or Others? Contact Julie Marshall at or julie.marshall@texasbar.com. Policy of Impartiality The State Bar of Texas does not endorse political candidates. When a candidate for public office is included in promotion for or participates in a TexasBarCLE event, the State Bar is not taking a position for or against anyone s candidacy. TexasBarCLE.com Reserve Your Hotel Room by January 12 Hotel rooms have been blocked at special rates on a space available basis. To make a reservation, contact the hotel and indicate that you will be attending this State Bar of Texas course. AUSTIN Live Radisson Hotel & Suites Downtown 111 East Cesar Chavez Austin, TX Reservations $169 single/double Deadline: January 12 The reserved block of rooms may fill up before the deadline. Act now! Course Directors Carla M. Calabrese...Dallas Honey A. Sheff...Dallas Planning Committee Mike Benaglio...Austin David S. Bouschor II... Denton Scott Clarke...Colleyville Melinda L. Eitzen... Plano Sally H. Emerson...Amarillo Christopher Farish...Dallas Carie Pyland Mack...Allen Carol A. Mapp...Kennedale Anne K. Shittee...Dallas Richard D. Soat...San Antonio Linda Solomon...Dallas Jennifer Tull...Austin Faith Wilson...Houston State Bar of Texas Collaborative Law Section Anne K. Shuttee...Chair Sherrie R. Abney... Vice Chair Shane Stibora...Secretary Julian Schwartz... Treasurer Jack H. Emmott III... Immediate Past Chair Collaborative Law Institute of Texas Ronda Robinson...Executive Director Syd Sharples...President Curtis Harrison...President Elect Camille Milner... Vice President Steve Walker... Secretary/Treasurer Sally Emerson...Past President TexasBarCLE Planning Team Kandi Botello...Program Planner Michelle Townley...Sr. Program Coordinator Sandra Molina... Sr. Written Materials Coordinator Denise Steusloff...Meeting Services Coordinator State Bar of Texas Trey Apffel...President Roger A. Key... Chair of the Board Allan K. DuBois... President-Elect Lisa M. Tatum... Immediate Past President Rebekah Steely Brooker...TYLA President Deborah Bullion...Chair, CLE Committee Gary Nickelson...Chair, Board PDP Committee Michelle E. Hunter...Executive Director Patrick A. Nester... Director, TexasBarCLE 4

5 Registration Form W A Y S T O R E G I S T E R Online TexasBarCLE.com credit card only Phone , x1574 during business hours credit card only Fax credit card only Mail State Bar of Texas LB# P.O. Box Dallas, TX check or credit card Registering five or more? Laura Angle at laura.angle@texasbar.com for group discount information. Lawyers licensed 5 years or less take HALF OFF Collaborative Law Course 2015 Collaborative Law Course [8485] q Austin LIVE,February 12-13, $495 Take $50 OFF: Register by January 29 q Licensed 5 years or less, HALF OFF... $ No discounts in section 3 apply. 1 2 I want my course materials format to be: q Hard copy book as well as a PDF download of same (both formats included in registration fee) q PDF download ONLY so I ll take $25 OFF I may attend complimentary because I am a (see p. 4): q Qualifying judge q Judge s staff attorney Registration includes: Coffee and pastries each morning An evening social on Thursday Lunch provided on Friday Complimentary wireless signal in the meeting room 3 I m entitled to 1 or 2 discounts on the course: q $50 OFF because I m registering by January 29, (If by mail, date of postmark will be determinative.) $25 OFF because (choose 1 box only) I m a member of the q Collaborative Law Section q Collaborative Law Institute of Texas q State Bar College q Paralegal Division 4 I can t attend. Just send course materials. q Hard copy course book $155 (plus tax; see footnote ) To order a discounted PDF download of course materials (available 4-6 weeks after the course), search Publications at TexasBarCLE.com. 5 My total is $. I am paying by: q Check (enclosed) payable to the State Bar of Texas for $ q Visa q MasterCard q AMEX q Discover PLEASE PRINT LEGIBLY Account No. Exp. Date Name on card (Please print) Signature State Bar Membership No. Registrant Name Firm Name/Court Address for Bar-Related Mail City/State Zip Phone ( ) Fax ( ) (required for registrant s PDF download option): A confirmation of your registration will be sent to the address you provide. Plus 8.25% sales tax on total. Please include sales tax or attach an exemption certificate. Book orders are filled and shipped 4-6 weeks after the live program. A bill will be sent unless a credit card charge is authorized on this form. For information on audio CDs of course topics, contact our DVD CLE service at , x1575. MP3 files of topics will be downloadable from TexasBarCLE.com 6-8 weeks after the course. QUESTIONS? , x FD

6 State Bar of Texas P.O. Box Austin, TX th Annual Collaborative Law Course Sharpen Your Collaborative Skill Set - Leveraging Teamwork by Following the Collaborative Compass LIVE Austin Feb 12-13, 2015 Radisson Hotel & Suites Downtown NON PROFIT ORG U.S. POSTAGE PAID PERMIT NO AUSTIN, TEXAS Join the COLLABORATIVE LAW SECTION The Section seeks to educate legal and client communities about collaborative law, to improve and enhance the practice of collaborative law, to identify the practitioners of collaborative law for the benefit of the public, and to provide a forum for interaction among collaborative law practitioners from all disciplines of the law. Section dues are just $25. For information on how to join, visit our website and click on Join Now! The Section studies and reports on law and decisions as they may affect the right of parties in the collaborative law process. For example, a group of collaborative practitioners is drafting a Uniform Collaborative Law Act to be introduced in the 2015 Session of the Texas Legislature, adding a new Chapter 161 to the Civil Practices & Remedies Code. The Act will have no limit as to scope; thereby, extending the benefits and protections of the collaborative law statute to parties who wish to use the collaborative process to resolve their dispute in all areas of law. The Drafting Committee welcomes your input and support for enactment of the UCLA in