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The Oklahoma Academy of Collaborative Professionals Presents




  Oklahoma
                   doliaoorative X^'worce. ~
 Academy o f

Collaborative
                                T^e fetter Way !!!
Professionals


  Who should Attend this seminar? Attorneys, therapists
 and financial professionals who are interested in learning
or building their collaborative practice skills. Collaborative
practice is a process of resolving conflicts through interest-
 based negotiations. Collaborative professionals support
 their clients to reach settlements outside of the adversarial
    court-imposed resolution process. Interdisciplinary
  collaborative practice provides a team approach, giving
    clients the benefit of support from the most qualified
professionals on the team. Whether you want to change the
way you currently handle divorces or hone your collaborative
                    skills, this upcoming
   BASIC/INTERMEDIATE INTERDISCIPLINARY TRAINING
                    meets your professional goals

         April 26, 2012 (Thursday) and April 27, 2012 (Friday)


                     The Courtyard Marriott Downtown
                            2 West Reno Avenue
                         Oklahoma City, OK 73102
                     (800) 217-9905 - rate code ACPO
                          www.marriott.com/okcdt

  The OACP, which is part of the OBA Family Law Section, is a Presumptive
 Oklahoma MCLE Provider. This course has been approved by the Oklahoma
     Bar Association Mandatory Continuing Legal Education Commission
 for 15.25 hours of mandatory CLE Credit, including 1.00 hour Ethics Credit.

        Continuing education credit for other professions is pending.


             Further, this training conforms to the standard of the
        International Academy of Collaborative Professionals ("IACP")
OUTSTANDING TRAINERS FOR ALL THREE DISCIPLINES:

       1.       FOR ATTORNEYS: Carl Michael Rossi, Esquire - Chicago, IL.
                Michael is an attorney admitted in both Illinois and New York, as well as a
                Nationally Certified, Licensed Professional Counselor, currently residing in
                Chicago. His professional commitment is solely to the practice of and expansion
                of Collaborative Practice. He is a past President of the International Alliance of
                Holistic Lawyers. He is also a former member of the Board of both Collaborative
                Law Institute of Illinois and the International Academy of Collaborative
                Processionals.

       2.       FOR MENTAL HEALTH COACHES: Jeff D. Shushan, MS, LMHC - Seattle, WA.
                Jeff has been working in the fields of Experiential Education, the Cultivation of
                Human Capacities, Trauma Recovery and Family Therapy for 34 years. In private
                practice since 1989, he specializes in working with couples through all phases of
                relational health and transition. Jeff has been a Collaborative Law Divorce coach
                in Seattle who has experience in various coaching models (including the single
                mental health neutral (sometimes referred to as the single coach) model.
       3.       FOR FINANCIAL NEUTRALS: Donna J. Smalldon, CDFA, MBA, CFP - Portland, OR.
                Donna is a well-versed financial planning professional who specializes in the
                financial implications of divorce. In her three decades in practice, Donna has
                acquired both Certified Financial Planner and Certified Divorce Financial Analyst
                designations. Donna has been active in the Collaborative Family Lawyers of
                Oregon and IACP as a Trainer-Presenter since 2003. She is a financial neutral who
                has been to OKC on previous training and is back by popular demand.

POWER-PACKED SCHEDULE YOU CANT AFFORD TO MISS:

        DAY 1 / THURSDAY April 26, 2012
8:00   ~ 8:30 Registration - (Free Breakfast Buffet for registrants)

8:30 ~ 10:00 Interactive discussion - Burning Questions (Learning Goals: MHPs, Fns, Attys -
                The Basic Tenets of Collaborative Practice, with an historical perspective on
                Collaborative Practice and understanding the Players on the Interdisciplinary
                Team)
10:00 ~ 10:15   BREAK - Chefs Choice Treats of the Day provided.
10:15 ~ 12:00   Roles: Who Am I Now? [Team Structure Options - including one and two coach
                models]("Dancing 'with1' two parties or dancing 'at' two parties? - That is the
                question!" Pros and Cons. First meeting with client to education about process
                options; First meeting with Client DVDs).
12:00 ~ 1:30    LUNCH - Chefs Choice Delicious Lunch provided.
1:30   ~ 2:30   Exercise: First Meeting with Client [What's 'Good' in 'Good Grief?]
2:30   ~ 3:30   Thinking About Family Systems and Building the Interdisciplinary Team [Shift
                Your Paradigm, or It's Not an Earthquake, It's Just a Paradigm Shift!]
                COACH - "Who's within the Family System?" and "Resentment and Guilt, My Two
                Favorite Emotions"

                FINANCIAL NEUTRAL - "What do You Mean it's not all about the Money?"
                ATTORNEY - "Am I the Least Important Person in the Room?"
3:30   ~ 3:45   BREAK - Chefs Choice Treats of the Day provided.
3:45 ~ 4:30     First Professional Meeting to Create Team Norma [Staying within role while
                thinking/doubling all Team mates] Using Discernment vs. Judgment. Exercise:
                First Professional Meeting
5:00   ~ 6:30   THURSDAY EVENING WELCOME RECEPTION
DAY 2 / FRIDAY April 27, 2012

6:30   ~ 8:30     Free Breakfast Buffett for hotel registrants
8:30   ~ 8:45     Question/Answer Session for Day 1
8:45   ~ 9:45     Preparation of the Client for First Meeting
9:45   ~10:00     Demonstration of Client First Meeting
10:00 - 10:15     BREAK - Chefs Choice Treats of the Day provided.
10:15 ~ 12:00     Get Ready for First Meeting [Exercise: First full meeting with team and clients]
                  JIdentifying High End Goals, Interests &Concerns: Legacy Based Visioning and
                   )e-briefing with client)
12:00 ~ 1:30      LUNCH - Chef's Choice Delicious Lunch provided.
                  "What is a Practice Group and Why Should You Want One?"
1:30   - 1:45     Question/Answer session from Morning Training
1:45   - 2:15     De-brief of Team

2:15   ~ 3:15     Ethical Dilemmas for the Team - Common Collaborative Challenges
3:15   ~ 3:30     BREAK - Chefs Choice Treats of the Day provided.
3:30 ~ 4:30       The Roadmap to Resolution [Addressing Different Interests; Dealing with
                  Roadblocks and Making Durable Agreements] "Legal, Financial and Emotional
                  Resolution - The Unfolding Legacy*
4:30   ~ 5:00     Burning Questions [Questions and Answers, Evaluations and Closing]




                 ROOM RESERVATIONS & HOTEL INFORMATION

       Accommodations will be provided by the Courtyard by Marriott Downtown
       Oklahoma City Hotel, right next to Bricktown!

       Reservations should be made directly with the Courtyard by Marriott Downtown by calling
       800-217-9905 or going online to: www.marriot.com/okcdt

       BE SURE TO RESERVE YOUR ROOM BEFORE - MONDAY, MARCH 26, 2012.

       You will want to mention that you are attending the OACP Conference in order to receive
       the discounted room rate of $144 per night [rate code ACPO]. Discounted rooms are
       subject to
       availability, so be sure to reserve early.

       Self Parking is also included in the Conference room rate, along with Breakfast vouchers.

       Obtain driving directions to the hotel by going to this link:

         http://www.marriott.com/hotels/maps/travel/okcdt-courtyard-oklahoma-city-downtown^
O°»akorative Divorce ~~[ne
                        £>etter WaM - Registration f^orm !
             When completed, mail this Registration Form and your check payable to OACP to:

                            Oklahoma Academy of Collaborative Processionals
                                 Post Office Box 14502, Tulsa, OK 74159-4502

 Your name:                                                                          E-mail:


 Profession:                                             Lic#:                       Address:

 Your phone:                             Your fax:

 •   Postmarked or Received by 03/26/2012 AND I am a member of
     OACP. My$350.00 check is enclosed.
 •   Postmarked or Received by 03/26/2012 AND I am not a member of OACP. My$375.00 check is
     enclosed.

 •   Postmarked or Received after 03/26/2012 AND I am a member of OACP. My $400.00 check is
     enclosed.

 •   Postmarked or Received after 03/26/2012 AND I am not a member of OACP. My $425.00 check is
     enclosed.

 •   As part of the conference, I want to join OACP and receive a $50.00 waiver on my membership
     dues. My additional $100.00 membership fee check is enclosed.


Credit card payments should be mailed with this completed form to the address above or your may send by fax to:
                         Sherri K. Anderson, OACP Treasurer - Fax Number: 918-512-4382


Type of card:.
                                     Credit or Debit Card Number           Expiration - mo/year         Verification


Card Billing Address.
                           Address                                 City/State                     Zip


I authorize Anderson Law Firm, PLLC and/or OACP to charge the above credit card in the amount of $
for the OACP Collaborative Divorce - The Better Way! Training program and to forward the funds upon receipt
directly to the OACP.


                                                                                      Date:
Participant Signature (required for credit/debit card charges)

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Oklahoma Collaborative Practice Training

  • 1. The Oklahoma Academy of Collaborative Professionals Presents Oklahoma doliaoorative X^'worce. ~ Academy o f Collaborative T^e fetter Way !!! Professionals Who should Attend this seminar? Attorneys, therapists and financial professionals who are interested in learning or building their collaborative practice skills. Collaborative practice is a process of resolving conflicts through interest- based negotiations. Collaborative professionals support their clients to reach settlements outside of the adversarial court-imposed resolution process. Interdisciplinary collaborative practice provides a team approach, giving clients the benefit of support from the most qualified professionals on the team. Whether you want to change the way you currently handle divorces or hone your collaborative skills, this upcoming BASIC/INTERMEDIATE INTERDISCIPLINARY TRAINING meets your professional goals April 26, 2012 (Thursday) and April 27, 2012 (Friday) The Courtyard Marriott Downtown 2 West Reno Avenue Oklahoma City, OK 73102 (800) 217-9905 - rate code ACPO www.marriott.com/okcdt The OACP, which is part of the OBA Family Law Section, is a Presumptive Oklahoma MCLE Provider. This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for 15.25 hours of mandatory CLE Credit, including 1.00 hour Ethics Credit. Continuing education credit for other professions is pending. Further, this training conforms to the standard of the International Academy of Collaborative Professionals ("IACP")
  • 2. OUTSTANDING TRAINERS FOR ALL THREE DISCIPLINES: 1. FOR ATTORNEYS: Carl Michael Rossi, Esquire - Chicago, IL. Michael is an attorney admitted in both Illinois and New York, as well as a Nationally Certified, Licensed Professional Counselor, currently residing in Chicago. His professional commitment is solely to the practice of and expansion of Collaborative Practice. He is a past President of the International Alliance of Holistic Lawyers. He is also a former member of the Board of both Collaborative Law Institute of Illinois and the International Academy of Collaborative Processionals. 2. FOR MENTAL HEALTH COACHES: Jeff D. Shushan, MS, LMHC - Seattle, WA. Jeff has been working in the fields of Experiential Education, the Cultivation of Human Capacities, Trauma Recovery and Family Therapy for 34 years. In private practice since 1989, he specializes in working with couples through all phases of relational health and transition. Jeff has been a Collaborative Law Divorce coach in Seattle who has experience in various coaching models (including the single mental health neutral (sometimes referred to as the single coach) model. 3. FOR FINANCIAL NEUTRALS: Donna J. Smalldon, CDFA, MBA, CFP - Portland, OR. Donna is a well-versed financial planning professional who specializes in the financial implications of divorce. In her three decades in practice, Donna has acquired both Certified Financial Planner and Certified Divorce Financial Analyst designations. Donna has been active in the Collaborative Family Lawyers of Oregon and IACP as a Trainer-Presenter since 2003. She is a financial neutral who has been to OKC on previous training and is back by popular demand. POWER-PACKED SCHEDULE YOU CANT AFFORD TO MISS: DAY 1 / THURSDAY April 26, 2012 8:00 ~ 8:30 Registration - (Free Breakfast Buffet for registrants) 8:30 ~ 10:00 Interactive discussion - Burning Questions (Learning Goals: MHPs, Fns, Attys - The Basic Tenets of Collaborative Practice, with an historical perspective on Collaborative Practice and understanding the Players on the Interdisciplinary Team) 10:00 ~ 10:15 BREAK - Chefs Choice Treats of the Day provided. 10:15 ~ 12:00 Roles: Who Am I Now? [Team Structure Options - including one and two coach models]("Dancing 'with1' two parties or dancing 'at' two parties? - That is the question!" Pros and Cons. First meeting with client to education about process options; First meeting with Client DVDs). 12:00 ~ 1:30 LUNCH - Chefs Choice Delicious Lunch provided. 1:30 ~ 2:30 Exercise: First Meeting with Client [What's 'Good' in 'Good Grief?] 2:30 ~ 3:30 Thinking About Family Systems and Building the Interdisciplinary Team [Shift Your Paradigm, or It's Not an Earthquake, It's Just a Paradigm Shift!] COACH - "Who's within the Family System?" and "Resentment and Guilt, My Two Favorite Emotions" FINANCIAL NEUTRAL - "What do You Mean it's not all about the Money?" ATTORNEY - "Am I the Least Important Person in the Room?" 3:30 ~ 3:45 BREAK - Chefs Choice Treats of the Day provided. 3:45 ~ 4:30 First Professional Meeting to Create Team Norma [Staying within role while thinking/doubling all Team mates] Using Discernment vs. Judgment. Exercise: First Professional Meeting 5:00 ~ 6:30 THURSDAY EVENING WELCOME RECEPTION
  • 3. DAY 2 / FRIDAY April 27, 2012 6:30 ~ 8:30 Free Breakfast Buffett for hotel registrants 8:30 ~ 8:45 Question/Answer Session for Day 1 8:45 ~ 9:45 Preparation of the Client for First Meeting 9:45 ~10:00 Demonstration of Client First Meeting 10:00 - 10:15 BREAK - Chefs Choice Treats of the Day provided. 10:15 ~ 12:00 Get Ready for First Meeting [Exercise: First full meeting with team and clients] JIdentifying High End Goals, Interests &Concerns: Legacy Based Visioning and )e-briefing with client) 12:00 ~ 1:30 LUNCH - Chef's Choice Delicious Lunch provided. "What is a Practice Group and Why Should You Want One?" 1:30 - 1:45 Question/Answer session from Morning Training 1:45 - 2:15 De-brief of Team 2:15 ~ 3:15 Ethical Dilemmas for the Team - Common Collaborative Challenges 3:15 ~ 3:30 BREAK - Chefs Choice Treats of the Day provided. 3:30 ~ 4:30 The Roadmap to Resolution [Addressing Different Interests; Dealing with Roadblocks and Making Durable Agreements] "Legal, Financial and Emotional Resolution - The Unfolding Legacy* 4:30 ~ 5:00 Burning Questions [Questions and Answers, Evaluations and Closing] ROOM RESERVATIONS & HOTEL INFORMATION Accommodations will be provided by the Courtyard by Marriott Downtown Oklahoma City Hotel, right next to Bricktown! Reservations should be made directly with the Courtyard by Marriott Downtown by calling 800-217-9905 or going online to: www.marriot.com/okcdt BE SURE TO RESERVE YOUR ROOM BEFORE - MONDAY, MARCH 26, 2012. You will want to mention that you are attending the OACP Conference in order to receive the discounted room rate of $144 per night [rate code ACPO]. Discounted rooms are subject to availability, so be sure to reserve early. Self Parking is also included in the Conference room rate, along with Breakfast vouchers. Obtain driving directions to the hotel by going to this link: http://www.marriott.com/hotels/maps/travel/okcdt-courtyard-oklahoma-city-downtown^
  • 4. O°»akorative Divorce ~~[ne £>etter WaM - Registration f^orm ! When completed, mail this Registration Form and your check payable to OACP to: Oklahoma Academy of Collaborative Processionals Post Office Box 14502, Tulsa, OK 74159-4502 Your name: E-mail: Profession: Lic#: Address: Your phone: Your fax: • Postmarked or Received by 03/26/2012 AND I am a member of OACP. My$350.00 check is enclosed. • Postmarked or Received by 03/26/2012 AND I am not a member of OACP. My$375.00 check is enclosed. • Postmarked or Received after 03/26/2012 AND I am a member of OACP. My $400.00 check is enclosed. • Postmarked or Received after 03/26/2012 AND I am not a member of OACP. My $425.00 check is enclosed. • As part of the conference, I want to join OACP and receive a $50.00 waiver on my membership dues. My additional $100.00 membership fee check is enclosed. Credit card payments should be mailed with this completed form to the address above or your may send by fax to: Sherri K. Anderson, OACP Treasurer - Fax Number: 918-512-4382 Type of card:. Credit or Debit Card Number Expiration - mo/year Verification Card Billing Address. Address City/State Zip I authorize Anderson Law Firm, PLLC and/or OACP to charge the above credit card in the amount of $ for the OACP Collaborative Divorce - The Better Way! Training program and to forward the funds upon receipt directly to the OACP. Date: Participant Signature (required for credit/debit card charges)