It will cover:
• The choreography of an interdisciplinary collaborative case
• the initial client interview – explaining team process, overcoming resistance, understanding advocacy needs
• process design – when do you need a Financial Professional? a Family Professional?
• team preparation
• the debrief – with the clients and with the team
NEW! Comprehensive Collaborative Team Protocols
• High performance teams
• the evolution to settlement advocacy
• the importance of neutrality
• how the team can manage common case challenges
• running effective meetings
Critical skills
• interest-based negotiation
• key communication skills
• working with the neuroscience that drives human behavior
The role of the law in an interest-based process
• understanding power
• understanding fairness
• the interplay of law, interests and fairness
Professional breakout sessions
• the Role of the Neutral Facilitator
• the Role of the Neutral Financial Professional
• advocacy issues for settlement lawyers
Please complete and return the attached registration form and payment to confirm your space.
Note: Materials and protocols will be provided.