Virtual Introductory Interdisciplinary Collaborative Training presented by the NYACP Collaborative Trainers
Prior Mediation Training required to participate*
Monday, May 9, 2022: 2:00 pm - 6:00 pm
Thursday, May 12, 2022: 9:00 am - 4:30 pm
Friday, May 13, 2022: 9:00 am - 4:30 pm
Trainers: Elana Katz, LCSW, Katherine Eisold Miller, Esq., and Steven M. Kaplan, CPA/ABV
Program Fee: $ 595.00
Registration Deadline April 22, 2022
The Collaborative Divorce process continues to experience tremendous growth. Clients are increasingly calling our offices for information about a process that can assist them in their divorce without damaging everything that is most important to them. If you are interested in transforming how people resolve conflict, save these dates and join us virtually on May 9th, 12th and 13th.
Rather than resorting to an adversarial process to resolve disputes, Collaborative Divorce allows couples to work with a team of professionals, including their respective attorneys, a family specialist, and a financial neutral. This sixteen hour intensive training provides a sound foundation to collaborative divorce theory, practice, and skills development. Participants learn how to work within a multidisciplinary team to best assist clients as they restructure their family. This program is open to mental health and financial professionals as well as attorneys.
*If you do not currently have the prerequresite 36-40 hour mediation training, the following training organizations provide courses to meet the requirement:
What Makes a collaborative case different than any other case?
Most cases settle – what makes settlement in the collaborative model different?
How do we help the parties arrive at a settlement that considers the whole family?
In this training, you will learn how to take a collaborative case from the initial consultation to final resolution in a highly interactive way, through demonstration, role play, lecture and multi-media presentations.
You will learn about:
1. The underlaying principles that define the collaborative model and shift the negotiation.
2. The role of each professional in the collaborative case:
- The Collaborative Attorney
- The Family Specialist (mental health professional)
- The Financial Neutral Professional
- The Child Specialist
3. How bringing neutrality to the table enhances the negotiation
4. Beginning a collaborative case:
- The initial phone call
- The first consultation
5. Information gathering – how it is different yet comprehensive
6. Materials used in the model
7. Developing options and scenarios for settlement
8. Working through impasse
What’s in it for you?
- Work as a problem solver not a warrior
- Less accounts receivable
- Less acrimony
- Have the support of colleagues who are specialists to deal with finances, children and managing emotions
- Help families transition with respect
- Use your skills to maximize the benefit to the family
- Support efforts at prevention, rather than treating the fallout of an adversarial divorce
- It is more professionally and personally enjoyable to be able to help parties come to a settlement working in a creative, problem-solving space.
Questions for Discussion:
- What does settlement mean in the collaborative model? How is it different from other processes such as mediation or a court based model?
- How can the model be used to address entrenched positions during settlement negotiations?
- What can be done when a monkey wrench is thrown into the negotiations?
- How are financial options developed when there is an imbalance of knowledge?
- What options are available to address mismatched client expectations about dividing assets or parenting?
- How do financial and mental health professionals add value to the process?
- NYS Continuing Legal Education (CLE) credits will be provided. This program is suitable for newly admitted and experienced attorneys. Reduction in fee is available based on economic need. Reduction in fee is available based on economic need. If you have special needs, please contact: email@example.com
- Certified Financial Planner (CFP) credits will be provided.
Presented Virtually via Zoom. Log in information will be sent to you with completed registration.
Meet Our Trainers!
Steven M. Kaplan, CPA/ABV
Steve is the founder and owner of S. Kaplan CPA, a practice focused on dispute resolution services.
He has over three decades’ experience in public practice and is also accredited in Business Valuation (ABV) in addition to holding an MBA in taxation, giving Steve the “seen it all” experience to help clients with their dispute resolution, settlement support, business valuation and forensic accounting needs.
Steve has lectured on a variety of tax, valuation, forensic accounting, collaborative practice and matrimonial dissolution topics for several organizations including the New York State Society of CPAs (NYSSCPA), the New York Association of Collaborative Professionals (NYACP), the Hudson Valley Collaborative Divorce and Dispute Resolution Association (HVCDDRA), the Family Divorce and Mediation Council (FDMC), the Collaborative Law Association of Southeastern Pennsylvania (CLASP), the New York State Bar, the Financial Planning Association and the Foundation for Accounting Education. In addition, Steve has shared his expertise by writing articles for the CPA Journal, the CPA Litigation Service Counselor and the National Litigation Consultants’ Review. He has appeared on the PBS program, “Dollar for Dollar,” and served as a tax editor and consultant for Thompson Publishing Co. and Harcourt Brace Professional Publishing.
Born in New York City and raised in Rockland County, Steve now calls Rye Brook home with Fern, his wife of over 20 years. They have two sons, recently graduated from college. When not assisting clients, Steve enjoys traveling to places where he can take in different cultures, history and cuisine, spending time with his family, and being involved in his local community. He is an avid fan of technology in the office and out and boasts an interesting assortment of gadgets, both useful and novelty alike. Steve and Fern are also dedicated to raising awareness and support for several organizations including the Foundation Fighting Blindness, the Ocular Genomics Institute at Mass Eye and the Ear Institute of Harvard Medical School.
Elana Katz, LCSW
Elana Katz, LCSW, is a senior faculty member at the Ackerman Institute for the Family where she teaches Emotionally Focused Therapy (EFT) and directed the Family Mediation Program for more than 20 years. She has presented nationally and internationally, including annual meetings of the American Family Therapy Academy, the International Academy of Collaborative Professionals, and the Psychotherapy Networker.
One of the first therapists in New York to become certified in Emotionally Focused Therapy, an approach that helps clients understand and change their patterns in key relationships, Ms. Katz is one of the first therapists in New York to become certified in EFT.
She has published a number of articles and has been quoted by the New York Times, the Associated Press, and other media outlets, including National Public Radio.
Ms. Katz currently serves as the Director for Strategic Planning on the board of the New York Center for Emotionally Focused Therapy, and she co-coordinates the Diversity Committee of the International Center for Excellence in EFT. Her private practice is in Manhattan.
Katherine Eisold Miller, Esq.
Katherine Eisold Miller is a mediator and Collaborative Lawyer with more than 30 years’ experience. Katherine’s career has been primarily focused on helping people found appropriate out of court resolutions and she has helped countless parties reach this goal. Katherine is well-known for her expertise in mediation and Collaborative Law and is often sought after for high conflict and complex financial matters in the family as well as other spheres.
She is the founder of The Miller Law Group, with offices in New York City and Westchester County. Katherine is also a director and trainer at the Center for Understanding in Conflict (understandinginconflict.org) where she has been teaching mediation and other conflict resolution skills for 15 years and she also teaches mediation at the Ackerman Institute. Katherine was a founding board member and a past president of the New York Association of Collaborative Professionals.
Katherine has taught numerous mediation programs in New York and around the country and is recognized as a preeminent mediation trainer. Katherine has taught mediation skills to judges, attorneys, court personnel, mental health professionals in a variety of settings and her trainings through the Center for Understanding in Conflict are certified by New York State Courts to certify mediators for court-referred mediation programs.
Katherine hosts the radio show and podcast Divorce Dialogues on WVOX radio and iTunes. Katherine is co-Author of the #1 Amazon bestseller A Cup of Coffee with 10 of the Top Divorce Attorneys in the United States and author of the New Yorker’s Guide to Collaborative Divorce. Katherine is also AV rated by Martindale Hubbell and has been named a Super Lawyer since 2013.
Program Fee: $ 595.00