This workshop will be highly experiential and interactive, involving demos, exercises and roleplays. 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 behaviour
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
This training meets CPT, OCLF and IACP standards for training and trainers and qualifies for CPD credits.
Victoria, Jane and Sheila have presented across North America to critical acclaim. Here’s what participants at their workshops say:
“It is hard to know where to begin to thank you for the inspiring two day training. The impact of the experience is reverberating throughout our collaborative system.”
(Susan Cohen-Reid, New York)
“Trainers really know their stuff and are great at imparting their knowledge.”
(Barbara, Charlottetown, PEI)
“A must for someone who wants to practice collaboratively!”
(Ann, Lindsay, Ont.)
“Powerful, inspiring, effective, interesting and practical…”
(Carol, London, Ont.)
Please complete and return the registration form (located in the downloads section of this page) and payment to confirm your space.
Note: Materials and protocols will be provided.
Please fax the form to (705) 327-0480, e-mail to Susan at smccaughey@assante.com, or mail to:
Financial Transitions Limited
Attn: Susan McCaughey
66 Coldwater St.
Orillia, Ont. L3V 1W5
For information please contact Susan McCaughey by email at smccaughey@assante.com or by phone at (705) 327-5231.
Cancellation Policy: by October 7, 2014, full refund with $25 administration fee; by October 21, 2014, 50% refund with $25 administration fee; no refund after October 21, 2014.