Donna Smalldon

Oregon Association of Collaborative Professionals

Suite 212
Beaverton, Oregon 97005
United States
Office Phone: 503-350-2314
Member since 2005
Membership Type: IACP

Profession(s)

Financial Professional, Mediator

Donna Smalldon is a well-versed financial planning professional who specializes in the financial implications of divorce.

In her three decades in practice, Smalldon has acquired both Certified Financial Planner™ and Certified Divorce Financial Analyst designations. She earned her Bachelors in Social Ecology and her Masters in Business Administration from the University of California, Irvine, and is trained in divorce mediation.

Smalldon is a public speaker and appears on area television and radio to discuss the financial planning aspects of divorce. A contributing writer on divorce issues, Smalldon is also active in community affairs as a Sustaining Member of the Junior League of Portland, a lifetime member of Oregon Mediation Association and UCIrvine Alumni. Her other memberships include the IDFA, ADFP, FDA, IACP, and Founding Member of APFM.

Area(s) of Practice: Collaborative Law, Financial, Mediation, Trainer
License(s): CFP ~CDFA

Professional Activities

~IACP FACULTY MEMBER ~TWO RIVERS INSTITUTE TRAINER ~INSTITUTE DIVORCE FINANCIAL ANALYST, MEMBER ~FOUNDING MEMBER, COLLABORATIVE PROFESSIONALS OF WASHINGTON STATE ~OREGON MEDIATION ASSOCIATION LIFETIME MEMBER ~JUNIOR LEAGUE OF PORTLAND SUSTAINER ~UCIRVINE LIFETIME MEMBER ~FOUNDING MEMBER OF ASSOCIATION OF PROFESSIONAL FAMILY MEDIATORS

Undergraduate Education

BACHELORS IN SOCIAL ECOLOGY-UCIRVINE

Postgraduate Education

MASTERS IN BUSINESS ADMINISTRATION-UCIRVINE

Professional Education

CERTIFIED FINANCIAL PLANNER DESIGNATION-1994

CERTIFIED DIVORCE FINANCIAL ANALYST DESIGNATION-2002

CERTIFIED DIVORCE SPECIALIST DESIGNATION-2004

Comments

COLLABORATIVE PRACTICE SPEAKS TO MY UNDERGRADUATE AND GRADUATE DEGRESS. THIS PARADIGM ALLOWS INDIVIDUALS A HEALTHY RESOLVE.
Training Offered

Interdisciplinary Team Training.

Training Collaborative Professionals about the role of the Financial Neutral Professional. Training Mediators on overcoming financial impasse.

Training Conducted

Dispute Resolution Training offered:

2007 Financial Co-Mediation; Working with a Certified Divorce Financial Analyst
2003 and 2004 Oregon Counseling Association, Fall Conferences
Clackamas County Family Court Services
Oregon Mediation Association

Collaborative Training Offered

2008, 2007, 2006, 2005, Basic Interdisciplinary Team Training (Oregon and Washington)
2007 Co-trainer for Collaborative Professionals of Pierce County, Washington
2006 Presenter at IACP in San Diego.
2005, 2004 Co-trainer for Collaborative Family Lawyers of Oregon

Collaborative Training Reference

Rita Pollak, JD Tucson, AZ (IACP Faculty)
Linda Solomon, LPC, Dallas, TX (IACP Faculty)
Jeff Shushan, MA, LMHC, Seattle, WA
Malcolm McCollam, JD, Tulsa, OK
Carl Michael Rossi, JD, Chicago, IL
Julie Rivers, JD, Sante Fe, NM
David Tracey, Oklahoma City, OK
Geri Brownstein, LCSW, Lake Oswego, OR
Kathleen Zumpano, MFT, Portland, OR
Nancy Retsinas, Vancouver, JD, Vancouver, WA
Michele O'Loane, JD, Everett, WA
Michelle O'Loane, JD, Everett, WA