MULTIDISCIPLINARY COLLABORATIVE PRACTICE TRAINING Co-Sponsored by: Networks, Inc., Burlington, VT (

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1 MULTIDISCIPLINARY COLLABORATIVE PRACTICE TRAINING Co-Sponsored by: Networks, Inc., Burlington, VT ( When: Where: Credits: April 20 & 21, 2012 (Friday and Saturday) 12.0 MCLE Credits (includes.75 Ethics Credits) 12.0 Credits approved for Psychologists 12.0 Credits approved for Social Workers 9.0 Credits approved for CDFAs Credits approved for Allied Mental Health Professionals This program is of interest to all participants in the collaborative process, including financial planners, accountants, and mental health professionals. The multidisciplinary team approach to conflict resolution is what sets collaborative practice apart from other dispute resolution processes. This interactive multidisciplinary training will take the participants through a collaborative divorce case, emphasizing the elements of collaborative practice, the roles of the collaborative attorneys, mental health professionals, and financial specialists, and effective ways of building and sustaining the professional team. The training includes teaching, live and video demonstration, and ample time for role plays. Come join your colleagues for this highly interactive and important learning experience.

2 8:30-9:00 Registration Collaborative Practice Interdisciplinary Training April 20 & 21, 2012 Agenda Friday, April 20, :00-10:45 Welcome and Faculty introductions 10:45-11:00 Break Introduce Dan/Rachel Fact Pattern Why an Interdisciplinary Team? Video: Attorney Talks with Prospective Client About Collaborative Practice What did you observe? 11:00-12:15 Role of Attorney in Collaborative Process 12:15-1:15 Lunch Role of Coach in Collaborative Process Role of Financial Neutral in Collaborative Process Video: Clients Meeting with Financial Neutral 1:15-3:15 Collaborative Attorney s First Substantive Meeting with Client 3:15-3:30 Break Coach s First Individual Client Meetings Demonstration and Role Plays for both Meetings Discussion of Demonstrations and Role Plays 3:30-4:30 Building the Collaborative Professional Team Demonstration of Initial Team Meeting Role Play: Initial Team Meeting (Each Group has two Collaborative Attorneys and a Coach) Discussion of Role Plays Questions

3 8:45-9:00 Sign in Collaborative Practice Interdisciplinary Training April 20 & 21, 2012 Agenda Saturday, April 21, :00-9:30 Collaborative Attorney Prepares Client for First Joint Meeting Demonstration and Discussion 9:30-9:45 First Joint Collaborative Meeting 9:45-10:30 Video: First Joint Collaborative Meeting 10:30-10:45 Break 10:45-10:55 Video: Professional Team Debrief after Joint Meeting 10:55-11:10 Discussion: First Joint Meeting & Professional Team Debrief 11:10-11:50 Role Play: First Joint Meeting (Each Group has two Clients, two Collaborative Attorneys and one Coach) 11:50-12:05 Discussion of First Joint Meeting Role Plays 12:05-12:15 Subsequent Meetings and Completing a Case 12:15-1:15 Lunch 1:15-2:00 Video: Subsequent Joint Meeting in which Wife Wants to Introduce Son to Boyfriend Role play: Each Collaborative Attorney Debriefs with Client 2:00-2:15 Discussion of Video and Role Play 2:15-3:00 Challenges to Collaborative Practice 3:00-3:15 Break 3:15-3:45 Ethical Issues and Dilemmas for Each Professional 3:45-4:30 What Have You Learned? Concluding Remarks Complete Evaluations

4 VT Bar Association Continuing Legal Education Registration Form Please complete all of the requested information, print this application, and fax with credit info or mail it with payment to: Vermont Bar Association, PO Box 100, Montpelier, VT Fax: (802) PLEASE USE ONE REGISTRATION FORM PER PERSON. First Name Middle Initial Last Name Firm/Organization Address City State ZIP Code Phone # Fax # Address Multidisciplinary Collaborative Practice Training April 20 th and 21 st, 2012 REGISTRATION: 8:30A.M. SEMINAR: 9:00 A.M. 4:30 P.M. MCLE CREDITS: 12.0 (INCLUDES.75 ETHICS CREDITS) Early Registration Discount by 03/30/12 Registration Received After 03/30/12 VBA Attorney Members: $ Non VBA Members/Atty: $ All Others: $ VBA Attorney Members: $ Non VBA Members/Atty: $ All Other: $ NO REFUNDS AFTER March 30, 2012 PAYMENT METHOD: Check enclosed (made payable to Vermont Bar Association) Amount: Credit Card (American Express, Discover, Visa or Mastercard) Credit Card # Exp. Date Cardholder:

5 Vermont Bar Association ATTORNEY CERTIFICATE OF ATTENDANCE Please note: This form is for your records in the event you are audited Sponsor: Vermont Bar Association Date: April 20 th and 21 st, 2012 Seminar Title: Location: Credits: Multidisciplinary Collaborative Practice Training 12.0 MCLE Credits (includes.75 Ethics Credits) for Attorneys 12.0 Credits approved for Psychologists 12.0 Credits approved for Social Workers 9.0 Credits approved for CDFAs Credits approved for Allied Mental Health Professionals Luncheon addresses, business meetings, receptions are not to be included in the computation of credit. This form denotes full attendance. If you arrive late or leave prior to the program ending time, it is your responsibility to adjust CLE hours accordingly.

6 Rachel B. Goldman, J.D., is a partner at Boston Law Collaborative, LLC, a multidisciplinary law firm, where she specializes in collaborative family law, mediation, settlement negotiation, and parent coordination. Her areas of practice include all aspects of divorce and family law, including alimony, child support, custody, parenting plans, division of marital assets, post-divorce modifications, same-sex partnership dissolutions and divorce, marital mediation, prenuptial agreements, and post-nuptial agreements. She has represented clients and served as mediator and parent coordinator in hundreds of cases involving complex legal and emotional issues. In addition to her law and mediation practice, Rachel frequently teaches and presents to professional groups, law students, and the public about collaborative law and mediation. She was one of the first collaborative attorneys to be trained in Massachusetts and is a leader in the collaborative law community. She is a faculty member of and was instrumental in designing the three-day Multidisciplinary Collaborative Practice Training currently offered in Massachusetts. She also teaches introductory and advanced mediation courses with the Community Dispute Settlement Center and Massachusetts Continuing Legal Education. Rachel has been a Board member of the Massachusetts Collaborative Law Council since She currently serves as its clerk and co-chair of the Advanced Training Committee. Doris Tennant, J.D., specializes in the out-of-court resolution of family law matters, primarily through collaborative practice. Doris also mediates family law matters and family business and workplace disputes, serves as a parenting coordinator in high conflict cases, and is certified as a family mediator by the Massachusetts Council on Family Mediation. Doris has been selected by the 2009, 2010, and 2011 Best Lawyers in America for her specialty in Collaborative Family law. Before specializing in family law, Doris was a civil litigator focusing on bankruptcy and creditor s rights at the Boston firms of Palmer & Dodge and Widett Slater & Goldman. Doris taught at Suffolk University Law School s Academic Support Program and was a Guberman Teaching Fellow and Adjunct Lecturer in Legal Studies at Brandeis University. Prior to attending law school, she directed the expository writing program at Marlboro College in Marlboro, Vermont. Doris is a graduate of Boston College Law School, Harvard Graduate School of Education, and Emory University. Sanford M. Portnoy, Ph.D. is Director of The Center for the Study of Psychology and Divorce at the Massachusetts School of Professional Psychology. He is a nationally recognized expert in the use of psychological interventions to reduce the emotional impact and harm of divorce, and for teaching lawyers and their clients the skills to effectively manage difficult and highly emotional clients. He has presented invited addresses at a number of national lawyers conferences, has provided workshops and institutes for lawyers and judges around the country, and has written for a number of family law and psychology publications, including a regularly featured series of articles for The American Journal of Family Law. He has been recognized by the Family Law Section of the American Bar Association for his contributions to advancing the field of

7 family law, and his firm, Portnoy Associates ( provides client management consultation and divorce coaching among its services. Dr. Portnoy is the author of the Family Lawyer s Guide to Building Successful Client Relationships, published by the ABA in He maintains an active clinical practice in Newton, Mass., and has served as President of the Massachusetts Psychological Association, as a member of the Council of Representatives of the American Psychological Association, and as Chair of APA s Committee for the Advancement of Professional Practice. Dr. Portnoy is quite active in the practice of Collaborative Divorce. He is President-Elect of the Massachusetts Collaborative Law Council.