IACP BoArd of dIreCtors President Ross M. Evans, JD, Ohio

President–Elect

Linda K. Wray, JD, Minnesota

H igHligHts of tHe 2014 f orum

Past President

Catherine Conner, CFLS, JD, California

Treasurer

Barbara Kelly, PhD, Florida

Pre-forum Institutes

Secretary

Eight in-demand Pre-Forum classes led by seasoned Collaborative

Directors

learning on a wide variety of intriguing topics for trainers and

Shireen B. Meistrich, LCSW, New Jersey Suzan Barrie Aiken, JD, California Yuval Berger, MSW, RSW, Canada Michael Fancher, JD, Washington Christopher Farish, JD, Texas Catherine Gale, Solicitor, Australia Jacinta Gallant, BA, LLB, Canada Karen Levitt, JD, Massachusetts Gaylene Stingl, MST, CPA, CVA, Wisconsin J. Mark Weiss, JD, Washington

Chief Executive Officer

practitioners provide attendees with in-depth and focused learners alike. These sell out fast!

leadership Academy graduation After a year of intense study and hard work, the first-ever class of the IACP Leadership Academy will be honored with a graduation ceremony to kick off our opening plenary session. Congratulations Class of 2013/2014!

Talia L. Katz, JD

IACP stAff Associate Director

stimulating Plenary speakers Tim 'Mac' Macartney, the Honorable Judge Barry Stuart and Jane

Colleen Zubrycki

Morley will take you to new heights of knowledge and inspiration

Communications & Design Specialist Jessica Gutierrez

as they provide thought-provoking and interactive plenary sessions. You won’t want to miss the opportunity to learn from these

Operations Administrator

extraordinary speakers!

Cassaundra Allison

Conference & Meeting Coordinator Monica McQueen

deeper learning

Administrative Assistant Lora Schmidt

As part of the 36 comprehensive workshops being offered at the Forum, there are 12 three-hour workshops which offer more

forum ProgrAm CommIttee Lisa Alexander, LLB, Canada Catherine Conner, CFLS, JD, California Ross M. Evans, JD, Ohio Patricia Lalonde, CFP®, Canada Shireen B. Meistrich, LCSW, New Jersey Linda K. Wray, JD, Minnesota

WorkshoP ProPosAl revIeW CommIttee Suzan Barrie Aiken Ann Buscho Angiola-Patrizia De Stefanis Craig Fabrikant Michael Fancher Jessica Firestone Lisa Herrick C. Catherine Jannarone Barbara Kelly Karen Levitt K. Renee Marlow Charles Most

Joanne Nadell Linda Peterman Donna Ranieri Antonella Daina Squilloni Christina Vinters J. Mark Weiss

in-depth learning. For more experienced practitioners, (those who have completed more than 15 cases) you will deepen your expertise on complex elements of Collaborative Practice with the seven advanced courses available.

unique Networking and Programmatic opportunities Jump start your Forum weekend by attending a Special Gathering on Friday afternoon. Being held from 3:30 PM until 5:00 PM, you will have an opportunity to spend a little time connecting with others sharing your interests. These special programs are open to all registered Forum attendees. Refreshments will be served. For more details, please see page 9.

A n Ii n v Ii t A t Ii o n

from tH he

P r e s iI d e n t .... ..

Dear Friends; Anyone who has ever heard me talk about the IACP Forum will certainly remember my favorite word..."Energy." Whether this might be your first Forum or your 15th, there is no better place to energize your Collaborative self than the IACP Annual Networking and Educational Forum. Over the last 15 years, IACP has seen its membership grow to over 5,000 members in 26 countries. The opportunity to learn and network with hundreds of your colleagues from all over the world is the best way to charge your Collaborative batteries and grow your skills. The 15th Annual Forum theme is "The Art of Holding Hope: Using Collaborative Skills to Open Doors." As Collaborative practitioners, we have the opportunity to hold hope for our clients, ourselves and our communities. This year’s Forum will focus on the thinking, the skills and the commitments that allow us to inspire and effectuate a culture change in conflict resolution. Our Forum will commence with our Networking Reception and the Graduation of our first Leadership Academy Class. Friday night's opening plenary will feature Tim 'Mac' Macartney. Many will remember Mac from the video "The Children's Fire" that so moved us at the 14th Annual Forum in San Antonio. The Saturday Stu Webb lecturer is Judge Barry Stuart who will not only be our Lecturer, but will also be leading a Saturday afternoon workshop on Circle Process. We will end this year's Forum with a Circle Process experience led by Jane Morley who will give you practical skills to take back to your own Practice Groups and communities. The educational opportunities are designed to help us all open doors! We will have eight PFIs on Thursday and Friday, including a PFI specifically for Trainers. We are offering 36 additional workshops including seven for advanced practitioners. Saturday afternoon is composed of 12 three-hour workshops designed to allow for a more in-depth learning experience. I know that many of you will jump at the chance to participate in our Friday afternoon Special Gatherings, intended to provide you with some valuable time to exchange ideas in a relaxed setting. The gatherings of students, Practice Group leaders, Trusts and Estates practitioners, advanced practitioners interested in questions relating to Standards and Ethics and all who want to explore the spiritual nature of Collaborative Practice, will surely be a highlight of the weekend. And of course, as always, we will have fun! Saturday night we will swing open the doors to the Vancouver Aquarium where we will have dinner, dancing and a few more surprises! What better way to celebrate our community than enjoying time together at this iconic Vancouver setting! I look forward to seeing everyone in Vancouver at the greatest Forum yet!

Ross M. Evans

President, IACP Board of Directors 3

T th He F forum

a AT t a A

G gla Ance

thursdAy, oCtoBer 23 8:00Am – 9:00Am registration for thursday Pre–forum Institutes only Coffee for Pre–forum Institute registrants 9:00Am – 3:00Pm Pre–forum Institutes: 1. Z is for Zeitgeist: New Directions for Cutting Edge Trainers of Collaborative Professionals 2. Are We a Good Fit? Assessing Ourselves, Our Clients and the Process 3. Shifting from Judgment to Curiosity with a Focus on Interests 4. Collaborative Rescue Squad Training: Emergency Interventions 10:00Am – 5:00Pm forum registration open 5:00Pm – 6:30Pm leadership links reception 7:00Pm dine–Around vancouver

frIdAy, oCtoBer 24 8:00Am – 9:00Am registration for friday Pre–forum Institutes only Coffee for Pre–forum Institute registrants 9:00Am – 3:00Pm Pre–forum Institutes: 5. The First Client Meeting: An Interdisciplinary and Interactive Exploration 6. The Collaborative Process and the Challenges of: Expectations, Trust and Fairness 7. From Infatuation to Divorce: Understanding Stages and Unconscious Patterns in Relationships 8. Making the Paradigm Shift Real: Ideas for Putting Meat on the Bones 10:00Am – 5:00Pm forum registration open 3:00Pm exhibits open 3:30Pm – 5:00Pm special gatherings 5:30Pm – 6:30Pm Networking reception 6:30Pm – 7:30Pm dinner 7:30Pm – 9:30Pm opening Plenary: tim 'mac' macartney followed by dessert reception

sAturdAy, oCtoBer 25 6:30Am – 7:30Am harbour run 8:00Am – 9:00Am Coffee for forum registrants 8:00Am – 5:00Pm forum registration and exhibits open 9:00Am – 10:30Am Advanced Courses A ― B | Workshops 1 ― 10 10:30Am – 11:00Am refreshment Break 11:00Am – 12:30Pm stu Webb lecture with Barry stuart 12:30Pm – 1:45Pm luncheon 2:00Pm – 5:15Pm Advanced Courses C ― f | Workshops 11 ― 18 3:30Pm – 3:45Pm refreshment Break 7:00Pm – 11:00Pm seawall splash at the Aquarium - doors open at 7:00Pm

suNdAy, oCtoBer 26 6:30Am – 7:30Am harbour run 8:00Am – 9:00Am Breakfast Buffet for forum registrants 8:00Am – 12:30Pm Information desk and exhibits open 9:00Am – 10:30Am Advanced Course g | Workshops 19 ― 29 11:00Am – 12:30Pm Closing Plenary: taking the Circle home with Jane morley

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op Pening p Plena Ary O The Invisible Path

Friday, OctOber 24 | 7:30PM – 9:30PM Three winters ago Mac Macartney walked from his birthplace in the border lands between England and Wales to the Isle of Anglesey – without a map, compass, tent or stove, in January and only eating wild food. This

talk uses Mac’s journey as a metaphor for our times. We walk into the unknown, clouds gathering on the horizon. Rumours of danger persist and insinuate. We feel unprepared. Friends feel distant and like a dark cloak loneliness gnaws at our resolve. According to Mac, "'These are the times that try men’s souls' wrote Thomas Paine at another time of great upheaval in the world. It always has and always will matter how we choose to live our lives, but we are now at a time when the course of human history globally will be decided by the choices we make, our courage, discernment and vision. In so many different ways it appears that the stakes have risen exponentially, yet while we continue to develop our cleverness, wisdom remains elusive and fleeting." Mac offers some questions, a challenge, a perspective and some information. Drawing on his extensive experience with leaders from all walks of life, he throws open a door, spreads a map at our feet, and invites a journey. While clearly naming the challenges we confront, Mac also asserts that "….there never was such a time to be alive," that the opportunity before us is huge, within reach, and life-affirming, that all we have to do is accept the challenge of the Children’s Fire, link hands, and walk the Invisible Path.

TIM ‘MAC’ MACARTNEY While most of Mac’s work is focused towards inspiring and integrating values-led leadership within the core business activity of large organizations, he also works extensively with young people, the socially excluded and many local community groups. He is a faculty member for IMD Business School/WWF ‘One Planet Leaders’ Programme in Lausanne and regularly contributes to the Exeter University Business School OPL MBA programme. In the last year he has co-facilitated leadership, values and sustainability workshops with INSEAD Business School (Singapore), Lafarge, P&G (Europe), PepsiCo, Nokia Siemens Networks and Budgens Supermarkets amongst others. Speaking engagements in the last twelve months have included the London School of Economics, ‘Africa Leads’ organized by the Globally Responsible Leadership Initiative in South Africa, AISE Laundry & Detergents Industry Association and the EC Retail Forum for Sustainability in Brussels. He has also spoken at three TEDx events.

Early in 2011, Mac joined the top managers of an international bank as part of a team facilitating the bank’s exploration of their role, values and vision. He advised the same bank on its response to the tragic killing of sixtynine young people in Norway. He has contributed to two external advisory panels for Procter & Gamble WE, an advisory panel with the CEO and other leaders of Lafarge, and has been invited to sit on Lend Lease’s newly formed stakeholder panel. For twenty years Mac was mentored by a group of ‘metis’ Native Americans. This prolonged and challenging training has profoundly influenced Mac’s worldview and continues to inform all aspects of his work with organizations, children, families and youth.

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stu Webb L lecture S The Inevitability of Conflict and the Power of Circle Process to Forge Change Saturday, OctOber 25 | 11:00aM – 12:30PM Conflict can either move us closer together or further apart. Peacemaking Circles have a long human history, with core values that align with the fundamental values of Collaborative Practice. Circles are a process that help create the safe space to build on our deep desire for positive connection. As we strive to rebuild healthy relationships in our work with clients and in our work as a Collaborative community endeavoring to change the way that conflict is resolved, what can we learn from Circle Process? Judge Barry Stuart brought Circle Process into his courtroom in 1982. When asked about how difficult it was to bring a peacemaking process into a hierarchical, coercive justice system, Barry replied, “Like Stu Webb, it seemed like the only thing I could do, so it wasn’t that difficult for me. I think it was way more difficult for everyone else.”

of making decisions, resolving conflict and building collaborative partnerships to deal with public and private matters internationally and in North America. His work has explored how to constructively engage the energy in conflict and how to create safe, productive environments for participants to generate sustainable relationships and outcomes.

Exploring themes of cultural change, Peacemaking Circles and building relationships, Barry brings more than four decades of experience focused in the dynamics

BARRY STUART

Judge Barry D. Stuart, BA, LLB, LLM, Retired, pioneered the development of Peacemaking Circles now used in several countries for criminal, child protection, civil and a wide range of corporate and multi-party public matters. He has extensive experience on matters related to constitutional issues and governance, with First Nations in developing new approaches to governing structures and laws, as Chief Negotiator for the Yukon Land Claims, counsel for Yukon in Constitutional First Ministers Conferences and as a participant in establishing national and provincial constitutions and related arrangements in Papua New Guinea which led to that country’s independence. Barry was awarded the Independence Medal of Papua New Guinea in 1975 and the Independence Celebration Medal in 2000. In addition, he has worked at both the community and national levels in developing processes for resolving conflict and making decisions in Indonesia, Bangladesh, South Africa, Ethiopia, Ireland, North Vietnam, Ukraine, Brazil and across Canada and the United States. 6

Barry has written extensively on the design and use of processes to deal with conflict and decision making. [Peacemaking Circles: From Crime To Community; Building Consensus for a Sustainable Future: Putting Principles into Practice]. Among the organizations for which Barry has volunteered his services as founder and/or director are Aboriginal Mothers Centre, Coastal Opportunities, Conflict Network Canada, SPIDR, YOUCAN, Northern Conference, South Pacific Appropriate Technology Foundation, Village Development Task Force and Village Peace Hut. His lifelong interest in turning conflict into constructive opportunities distracts his attention from the promises of retirement. He continues to write, teach and work on issues related to collaborative processes with the CSE Group in which he is a partner.

closing Plena Ary C Taking the Circle Home

Sunday, OctOber 26 | 11:00aM – 12:30PM Conflict is something we all experience in our practices, both between our clients and among our professional colleagues. The Circle process can help manage that conflict constructively. Circle Process has been a part of the community life of Indigenous peoples around the world for millennia. In today’s world, Circle processes have been adapted for use in many diverse cultures, bringing people together for conflict resolution, support, decision making and other collective goals. Neither complex nor mysterious, Circles are ideal for addressing issues where honest communication, relationship development and community building are desired.

College of Physicians & Surgeons of British Columbia, Chair of the Jericho Individual Compensation Panel, Official Trustee of the BC Legal Services Society, Child and Youth Officer for British Columbia, Commissioner on Canada’s Indian Residential School Truth and Reconciliation Commission, President of the BC Mediator Roster Society, a Board member of the BC Dispute Resolution Practicum Society and currently a Board member of Mediate BC. In 2006, as Child and Youth Officer, Jane co-convened a Circle with the Regional Chief of the BC Assembly of First Nations to explore how Aboriginal communities and the broader BC Society could fulfill their joint responsibility to protect and care for Aboriginal children. Since then she has been an advocate of Circles as a way to work through complex problems and has used them in various ways in her work.

This session is designed to present the Circle process as a practical and useable tool that you can take home to apply to your Practice Group and in your Collaborative Practice. In this session, you will experience a circle, see for yourself its strength and reflect on how you might incorporate it into your work and professional community. Jane Morley, Q.C. is a lawyer by profession, a mediator by inclination and a leader in the area of conflict management and social change by calling. She had practiced civil litigation, labour and family law for 20 years in Victoria, British Columbia, when she successfully shifted her practice to mediation and arbitration in the late 1990s. She currently works as a facilitator, mediator, adjudicator and consultant for governments and organizations on workplace restoration and public policy issues. She is a founding member of Restorative Workplace Solutions. Jane has served in many professional and public positions, including: Chair and Governor of the BC Law Foundation, a public representative on the Council and Executive of the

JANE MORLEY 7

S s pP o t l i g h Ht

on

S S sta Anda Ards

a And

E S eth Hics

Since its inception, the International Academy of Collaborative Professionals has fostered ongoing education and discussions about ethics and has adopted standards for Collaborative practitioners and cases. A sound base of ethical practices and principles is critical to the sustainability and growth of Collaborative Practice. IACP first adopted standards in 2005 and continues to refine them. By adopting standards for Collaborative practitioners, cases, and trainings, IACP has laid a foundation for ensuring the use of a consistent definition of Collaborative Practice worldwide and set quality standards that clients can expect whenever they select Collaborative Practice. With the 15th Forum, IACP is proud to place two programs in the spotlight to help advance Collaborative Practice ethical standards.

ethics Café for Advanced Practitioners Designed to facilitate a discussion among advanced Collaborative practitioners, the Ethics Café is a special program which will be offered on Friday, October 24th from 3:30 pm to 5:00 pm. This session will allow for deeper exploration of ethics issues in an inviting and informal atmosphere. The focus of the Ethics Café will be the range of considerations that might be applied to sophisticated and complex ethical questions, so as to bring the highest level of integrity and competence to our Collaborative Practice cases. The IACP Standards Committee will seed the discussion and encourage advanced practitioners to bring their own questions for exploration. The Standards Committee will use the ideas emerging from the discussion as it considers an update of the IACP Ethical Standards. All advanced Collaborative practitioners are invited to participate and be part of what will be an interesting and lively discussion. This gathering is intended for practitioners who have completed at least 15 Collaborative cases.

ethics Workshop for All Practitioners Quandaries about ethics can arise at various points in Collaborative Practice. The Ethics Workshop on Saturday morning will focus on ethical considerations that may arise for any practitioner in a range of situations. The Ethics Workshop will showcase several short interactions that commonly arise in Collaborative cases and present ethical dilemmas for practitioners. The resulting questions will be explored in an interactive discussion led by experienced members of the IACP Standards Committee. Some of the questions that might be explored include: • Can professionals work with clients after a Collaborative case is concluded? • What are the responsibilities for protecting confidentiality during the Collaborative process? • What are the options if a client asks you to keep a secret? • How do you respond if you learn your client has not been truthful? • Is arbitration available when a case is difficult? • What does a client need to know before starting a Collaborative case?

Join us in an engaging 90 minute exploration!

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s Pp e c i a Al G ga Ath HerinG gS s S Friday, OctOber 24 | 3:30PM – 5:00PM Take advantage of this opportunity to jump start your Forum weekend by joining one of the following Special Gatherings to connect with others who share your interests! These gatherings are open to all registered Forum attendees. Refreshments will be served so please be sure to indicate your attendance on your registration form so that we can plan accordingly.

studeNts WelCome reCePtIoN ~ Ross Evans, JD; Members of the IACP Board and Collaborative community Law, mental health and financial graduate students, as well as articling lawyers, are invited to join us to meet one another as well as connect with experienced Collaborative practitioners from all disciplines. We’ll talk about opportunities and effective techniques for transitioning from school to successful Collaborative practices, share some tips on getting the most from the Forum and welcome you to our global Collaborative Community!

PrACtICe grouP leAders' rouNdtABle ~ Chris Farish, JD; Mike Fancher, JD and members of the

IACP Practice Group Development Committee

Leading a Practice Group can be tough! This is an opportunity for Practice Group leaders to connect, discuss our successes and challenges, share ideas, support and learn from one another.

trusts ANd estAtes meet-uP ~ Nancy Ross, LCSW and Alan Nobler, JD Join the conversation about Collaborative Trusts and Estates with your Collaborative colleagues. We’ll discuss new developments in the field, share updates and join together in planning as we move T&E into the Collaborative Practice mainstream. Bring your experience and ideas as we create our T&E roadmap for the future.

the sPIrItuAl NAture of CollABorAtIve PrACtICe: An opportunity to meet, greet and Connect ~ Stu Webb, JD; Deborah Brakeley, MEd and Peggy Thompson, PhD Prepare to make the most of our days together by joining us in experiencing different practices that increase the ability to be present, calm and peaceful in our Collaborative work as well as promote our overall health and well-being. We will deepen our understanding of how mindful awareness of our inner life and reactivity leads to greater peace. We will identify and practice ways to bring greater presence into our work with balance, clarity, and harmony. This experience includes the integration of meaning, purpose, and vision in our work and personal lives. We invite you to begin your Forum experience with us as we arrive and become grounded, connect with each other, and set intentions for our weekend of learning, networking, inspiration, and integration.

ethICs CAfé ~ IACP Standards Committee Designed to facilitate a discussion among advanced Collaborative practitioners, the Ethics Café is a special program which will allow for deeper exploration of ethics issues in an inviting and informal atmosphere. The focus of the Ethics Café will be the range of considerations that might be applied to sophisticated and complex ethical questions, so as to bring the highest level of integrity and competence to our Collaborative Practice cases. The IACP Standards Committee will seed the discussion and encourage advanced practitioners to bring their own questions for exploration. The Standards Committee will use the ideas emerging from the discussion as it considers an update of the IACP Ethical Standards. All advanced Collaborative practitioners are invited to participate and be part of what will be an interesting and lively discussion. This gathering is intended for practitioners who have completed at least 15 Collaborative cases.

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Pre―f F o r u m iI n s t iI t u t e s Each PFI is designed to provide an in-depth and focused learning opportunity for all Collaborative practitioners in a wide spectrum of topics. Registration fee includes lunch and Pre-Forum Institute materials. Last year, the Pre-Forum Institutes sold out quickly. Please register early. Space is limited!

thursdAy, oCtoBer 23 | 9:00Am - 3:00Pm is for Zeitgeist: New directions for Cutting edge trainers of Collaborative Professionals 1 Zwith Anne Purcell, PhD, MEd, BEd ST Hons, Dip T, AACM

#

As trainers of Collaborative professionals, our influence upon the growth and development of the Collaborative movement is significant. The zeitgeist, or defining spirit of this time in our evolution, is very much in our hands. Are we doing all that we can to improve our skills and strategies, enhancing our own trainings in order to fully support excellence in the delivery of CP services to clients? Anne Purcell, an active Collaborative practitioner with a PhD in Educational Psychology, will lead a stimulating workshop to explore how we can use current applied pedagogy on the ground in our introductory and advanced Collaborative trainings. Interdisciplinary teams will identify successful 20th Century Collaborative training approaches (e.g., traditional apprenticeship models) and integrate these with 21st Century digital and social media platforms in order to develop new models for adult learning in a professional interdisciplinary environment. We will evaluate the efficacy of varying approaches to Collaborative training through research-based, contemporary educational theory in order to begin planning and creating new pathways for learning. The workshop will include lectures, roundtable discussions and experiential practice to try out new ideas. The aim of Z is for Zeitgeist is to collectively develop a response to the theme of the workshop, and ultimately, to invite participants to initiate and maintain new professional communities for trainers and practitioners which exist beyond paradigm-based and geographic boundaries. Dr. Anne Purcell is the Founder and CEO of Resolution Partners, an innovative alternative to traditional dispute resolution service for families experiencing family breakdown. Anne did her graduate studies in psycholinguistics at Harvard in the US and the University of Queensland in Australia. Her interest in the psychology of learning is a primary influence in her work. Anne’s main areas of expertise are educational psychology, interest-based negotiation, mediation and Collaborative Law. Anne sits on the Committee of Queensland Collaborative Law, is a member of IACP and was a cofounder of the Interdisciplinary Queensland Collaborative Law Training Committee. In addition to her practice, Anne is a registered teacher, media presenter and commentator, former prime time TV host, and National and International speaker. Dr. Purcell is a former academic. She continues to teach at Universities in addition to regularly delivering keynote and plenary addresses for academic audiences and professional seminars for lawyers, barristers and Collaborative professionals. 11

re We A good fit? Assessing ourselves, our clients And tHe Process 2 Awith Linda Solomon, LPC, LCDC, LMFT and Rita Pollak, JD

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In this course, participants will begin to explore how they assess client suitability in their current practices, across all professions. We will then focus on how to: • Listen to the client’s story, beyond the facts and surface presentation • Assess the client’s ability to genuinely consider another point of view • Assess our own reaction to the story, the client, what we hear about their partner or the situation. How often do we check out and pay attention to our own reactions? • Assess whether or not we are "buying into" the client’s reality. Are we aligning with the client? Are we getting ready to jump in and save or protect the client? Part of what influences any professionals’ responses to potential clients is his or her own comfort or discomfort with conflict. We will explore the connection between the assessment process and how we each view our roles as conflict resolution experts. We will spend time having a conversation about what "success" means to the clients and the professional team, as well as to the local practice community. There will be plentiful opportunities for hands-on practice, as well as exchanges with other participants. Rita Pollak is an experienced Collaborative family law attorney, trainer, mediator and facilitator. She is Past-President of IACP and was the co-founder and first President of the Massachusetts Collaborative Law Council. She has presented and trained internationally and throughout the US and Canada. Rita is a past-President of the Massachusetts chapter of AFCC and was a co-founder and co-facilitator of monthly holistic lawyers meetings at Suffolk University Law School. Pollak was named Best Lawyer in America in Collaborative Family Law in 2008, 2009 and 2010, as well as one of the Best Lawyers in Boston, in Collaborative Law in 2008, 2009 and 2010. In 2010 she moved to Tucson, Arizona where she continues to teach, travel and train. Linda Solomon is a Licensed Professional Counselor, Licensed Chemical Dependency Counselor and Licensed Marriage and Family Therapist. She has been in private practice in Dallas, Texas for 28 years. Her work with individuals, couples and families has focused on relationship issues and addictive behaviors. She is actively involved in the Collaborative team approach, working as a Neutral Mental Health Professional. She is also trained as a Mediator and a Parenting Coordinator. Linda was instrumental in the development of The Neutral MHP Model and presents training on the role and Collaborative Practice nationally and internationally. She is a member of the Lone Star Collaborative Training Team and serves as a mentor to other mental health professionals. She is a former board member of IACP and The Collaborative Law Institute of Texas.

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Hifting from Judgment to curiosity WitH A focus on interests 3 swith Jacinta C. Gallant, BA, LLB

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In order for Collaborative Professionals to help clients shift from positions to interests, we need to make a few shifts ourselves: ▪ from judgment to curiosity; ▪ from assessment to exploration; ▪ from advising to guiding. This PFI will teach skills to help us suspend judgment, engage curiosity and be more effective exploring interests so that we can guide our clients to creative solutions that meet their unique needs. We will start with a communication skills review - questioning, acknowledging, reframing - with some very specific tools to help professionals improve their approach to enquiry. We will discuss the pitfalls of judgment and learn the benefits of curiosity. We will practice these skills in an exercise articulating interests, working in small groups at the table with a scenario. Once interests have been articulated, we will discuss the Interests Agenda - a highly effective tool to ensure the team and the clients keep interests at the forefront of option generation. Participants will learn: • how to ask questions in a way that engages people's curiosity about interests; • when and how to use acknowledgment and reframing to move from positions to interests; • how to articulate interests “in the moment” and in progress notes; • how to develop an Interests Agenda to task parties in option generation; • and how to get more comfortable "exploring" rather than assessing, and "guiding" rather than advising.

Jacinta Gallant is a Collaborative lawyer, mediator and trainer living in Charlottetown, Prince Edward Island, Canada. “Never cut what can be untied” is the inspiration for Jacinta’s work, and “untangling knots” has been the focus of Jacinta’s highly successful law and mediation practice. Jacinta is an engaging and energetic trainer in the local, national and international Collaborative Practice community. She loves the challenge of working with skilled professionals who want to deepen their skills to be more natural and authentic in practice. With a great sense of humour, and lots of experience from “lessons learned,” Jacinta offers Collaborative training that will help you transform your practice. Jacinta is a member of the IACP Board and a committed promoter of Collaborative Practice. She teaches mediation and conflict resolution at the Centre for Conflict Resolution Studies at the University of Prince Edward Island and teaches collaboration skills as a part of her private training practice.

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ollAborAtive rescue squAd trAining: emergency Interventions 4 cwith Allison J. Bell, PsyD; Kathryn S. Lazar, JD and Micki McWade, LMSW

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We all know that even when an experienced Collaborative team is on board, some Collaborative cases encounter serious difficulties. This advanced program is designed to identify factors that contribute to those difficulties, define and explore the tools that can potentially rescue a distressed case, sharpen our diagnostic abilities and rally the team when things are going poorly. Topics include: • What Happened to the Basics: Why don't we do what we know works? • Identifying the Warning Signs in Clients and in the Team • Triage for Bleeding Cases • Resolving Tensions in the Team Before It's Too Late • Managing Unresponsive, Unrealistic and Entrenched Clients • Emergency Management Procedures Allison J. Bell has a doctoral degree in Clinical Psychology from Yeshiva University. She also holds a Master’s degree in dance/movement therapy from Hunter College. She has been in private practice in Westchester County, NY since 1987, and is specialty-trained in child psychology, neuropsychological evaluation of children and marital therapy. Since 1997, Dr. Bell has performed forensic custody evaluations in both Family and Supreme Courts in the southern New York State region. In her 25+ years of clinical practice, Dr. Bell has lectured widely throughout Westchester County, including teaching at the Judicial Institute in Westchester. Kathryn S. Lazar is an experienced Collaborative family law attorney, trainer, and mediator, having been in private practice for over thirty five years. An early advocate of divorce mediation, she founded both a community-based mediation program and a divorce mediation program in the early ‘80s. Kathryn currently focuses her practice on interdisciplinary Collaborative divorce practice and divorce mediation. One of the founders of the Collaborative movement in the Hudson Valley, Kathryn helped establish an interdisciplinary practice group in 2002. Kathryn is a past (2002–2007) and present (2013–2015) co-chair of the Hudson Valley Collaborative Divorce and Dispute Resolution Association. She has provided both basic and advanced interdisciplinary training events in the Hudson Valley, for the New York Association of Collaborative Professionals, and for the state associations in New Jersey, Connecticut, New Hampshire and Maryland. Kathryn has been on the faculty of numerous national conferences since 1983, including presentations at IACP Forums, AFM and ACR, and at the 4th European Collaborative Conference in Edinburgh, Scotland. Micki McWade is a psychotherapist, author, Collaborative divorce coach, parent coordinator and an experienced basic and advanced Collaborative trainer. Her clinical practice in New York focuses primarily on divorce-related issues. Micki has been on the faculty of numerous national and international conferences, including the International Academy of Collaborative Professionals' Forums, the Women’s Healing Conferences, sponsored by the Betty Ford, Hazelden and Caron Foundations, the North American Conference of Separated and Divorced Catholics and the European Collaborative Conference. Her books include Getting Up, Getting Over, Getting On: A Twelve Step Guide to Divorce Recovery, Daily Meditations for Surviving a Breakup, Separation or Divorce, Healing You, Healing Me: A Divorce Support Group Leader’s Guide and Moving Towards Mastery in Collaborative Divorce.

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frIdAy, oCtoBer 24 | 9:00Am - 3:00Pm

tHe first client meeting: An Interdisciplinary and Interactive exploration 5 with Susan Gamache, PhD and Forrest (Woody) Mosten, CFLS, JD

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The first client meeting is the foundation of effective professional relationships in Collaborative Practice. It sets the tone and establishes the often unspoken expectations between the client and professional. The first interview is also an opportunity to begin educating our clients about their process choices, assisting them to be informed consumers of services and understanding their role as agents in their process be it Collaborative Law, Divorce Coaching, Interdisciplinary process, etc. This Pre-Forum Institute will examine the first meeting through the lenses of lawyers, mental health professionals, and the integrated interdisciplinary team. The presenters combine their individual approaches to share their experience and concepts from both of their disciplines, discuss commonalities and differences in approach and provide a step by step structured approach that Institute participants can practice during the day and utilize throughout their career. This Pre-Forum Institute seeks to support CP professionals in developing their initial client interview. For all of us, the initial interview for Collaborative Practice requires learning new ideas and techniques as well as identifying habits from other practices that may not be helpful to this work. In the initial interview, clients need not only good clear information delivered in way that fits with their ability to learn at that moment, they also need to understand the special working relationship that is being created in order to establish true informed consent and to be able to work well with the Collaborative team over the long run. This Institute will assist practitioners to further refine their unique way of making that connection. Some of the topics this Institute will cover include: client meeting structure and topics; elements of client centered counseling; implementing the concepts of informed client decision making; making your office a classroom of client education; how mental health and financial professionals can be ports of entry for Collaborative cases; conducting screening while maximizing new Collaborative cases; using IACP research to improve your consultations; and handling difficult issues of client engagement and the Participation Agreement at the first meeting. Susan Gamache has made Collaborative Practice a central focus of her practice as a Psychologist and Licensed Marriage & Family Therapist (AAMFT). Working in CP files as both Divorce Coach and Child Specialist, Dr. Gamache has also conducted over 70 trainings and presentations on Collaborative Practice in 7 countries; authored 15 publications on CP; and attended and presented at nearly every annual Forum since 2003 as well as the first 3 European conferences on CP. Recently she has become a certified facilitator of a team and working group development process that she has custom fit to Collaborative Practice professionals and groups. To date, nearly 500 Collaborative professionals in locations in Canada, the U.S. and Europe have participated. Forrest "Woody" Mosten is a Collaborative attorney (Certified Family Law Specialist) and mediator in Los Angeles who handles matters involving substantial assets and high conflict. He is a full time peacemaker and never goes to court on any case. Woody teaches Collaborative Law in law schools and is the ABA Chair on integrating Collaborative Law into law school curriculum. Woody is the author of four books, Collaborative Divorce Handbook (2009), Mediation Career Guide (2001), Unbundling Legal Services (2000), and Complete Guide to Mediation (1997) and numerous articles on Collaborative Law, Mediation, and Unbundling. Woody has received numerous awards including the ABA Lawyer as Problem Solver Award and the ABA Lifetime Career Award for his contributions to unbundling, mediation, and Collaborative Law. 15

He collAborAtive Process And tHe cHAllenges of: 6 texpectations, trust and fairness

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with Sherri Goren Slovin, JD

The “Three Horsemen of the Collaborative Process”: unrealistic expectations, lack of trust and “fairness” issues present frequent and frustrating roadblocks to successful outcomes. These challenge patterns arise systemically and are both internal and external to the Process. • expectations: When expectations don’t comport with reality of both the process and the outcome, clients are unhappy and professionals feel let down. How do we effectively create realistic expectations in our clients and how do we have honest conversations about the expectations of the professionals related to the very definition of Collaborative Practice? • trust: Trust is both a client issue and a professional issue. How do we better understand the challenges clients face around trust and how do we honestly and effectively manage the trust challenges sometimes associated with working with our counterpart counsel? • fairness: We are “hardwired” to seek fairness and reciprocity. We are also “hardwired” to meet our own interests. How do we recognize the challenges of fairness in Collaborative cases and how do we help clients reconcile fairness issues in an interest based process? This Pre-Forum Institute will provide an opportunity for participants to learn about the science associated with these challenges, recognize their universality among practitioners and gain new strategies and skills. Sherri Goren Slovin is an Ohio Board Certified Family Relations Specialist, mediator and conflict resolution trainer. She was selected by her peers as Best Lawyers 2011 Cincinnati Family Lawyer of the Year and 2012 Cincinnati Family Mediator of the Year. Sherri is a past President of the International Academy of Collaborative Professionals and a Past Chair of the Cincinnati Academy of Collaborative Practice. She has published numerous articles on Collaborative Practice and negotiation and has provided workshops in the United States, Canada, Europe, Israel and Australia. Additionally, Sherri is the lead trainer for Beyond Civility, a non-profit organization engaged in creating public dialogue events and providing communication and dialogue skills workshops to small groups of selected community leaders, elected officials and media representatives.

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rom infAtuAtion to divorce: understanding stages and unconscious 7 fPatterns in relationships

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with John Boland, MEd, CCC and Sue Goldswain, PhD, R. Psych

Ever wonder how the couple in your Collaborative meetings went from romantic love to so much conflict? In this Institute we will explore the predictable stages of relationship from infatuation to irreconcilable conflict and divorce. Using Imago Relationship Theory we will begin to make sense of this transition and illustrate the unconscious patterns at play that not only our clients go through but also ourselves. By normalizing both infatuation and relationship conflict we will bring clarity to the unconscious patterns all of us go through in longterm relationships. As professionals, by consciously understanding these patterns, we can develop more empathy for all of our clients and gain insights into our own reactions and projections. In this program, participants will: • Gain insight into the stages of relationship and how these stages impact themselves and their clients • Begin to understand Imago Relationship Theory, how it avoids the superficial and thereby attempts to transform the relationship • Learn how the unconscious use of historical coping strategies always leads to relationship strife • Recognize that all long-term relationship conflict has components that are rooted in the couple’s childhood experiences • Examine their own relationship histories and understand how this new awareness can help them in all forms of relationship • Have more empathy and understanding for the struggles of both their client and their client's ex-partner • Come to understand that the only truly failed relationship is a relationship where people don't learn about themselves John Boland has been a psychotherapist for over 30 years and has always been fascinated by relationship - what works and what doesn't. He has a counselling practice in Vancouver where he specializes in couples therapy and Collaborative Divorce coaching. He has been active in the Collaborative Divorce Vancouver group for the past 4 years and is it's past co-chair.

Dr. Sue Goldswain is a registered psychologist who has been practicing therapy for over 25 years. She completed her Masters and Doctorate at UBC with a specialized focus on marriage and family therapy and is currently in private practice working with both couples and individuals.

Both John and Sue are advanced clinicians in Imago Relationship Therapy, fully accredited with Imago International, and certified Imago Workshop Presenters. As a married couple they are committed to helping others explore their relationship patterns for increased connection and commitment, as well as using Imago theory and practice in their own partnerships to deal with their inevitable challenges. Imago has been a huge help in their relationship, and they are full of funny, poignant stories about their own failures along this road of conscious couplehood. Along with therapy they also do intensive couples weekends. 17

Aking tHe PArAdigm sHift reAl: ideAs for Putting meAt on tHe bones 8m with Pauline Tesler, JD

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Since the earliest days of Collaborative Practice, we have understood that facilitating deep and durable resolution with willing clients depends first upon profound changes in how we lawyers understand our role and job description. Since I first wrote about it in 2000, the phrase “lawyer’s paradigm shift” has become common parlance in the world of Collaborative Practice. But talking about it isn’t the same as doing it. Exactly what is the paradigm that needs shifting? What’s involved in making that journey? Are we ever “done”? Questions like these concern me as I see mature practice communities floundering, with not enough clients choosing Collaborative Practice, lawyers not doing enough Collaborative case work to become confident practitioners and no clear idea of how to address the problem. Paradigm shifting is the professional manifestation of a journey of personal growth that takes place deep within and doesn’t ever end. Encountering emerging discoveries about how human beings experience conflict and make choices, and about how human systems function, can shake loose some of our unexamined habits and ideas in ways that motivate and support our journey of growth. This Institute grows out of the premises that going back to basics about the paradigm shift is crucial for re-energizing the lifelong learning process that is central to becoming excellent Collaborative lawyers and that the paradigm shift is less about techniques and more about transforming who we are as we help our divorcing clients reach resolution. In this workshop, we will look closely at ideas from emerging research studies that challenge persistent beliefs we carry with us about the lawyer’s role in legal dispute and conflict resolution. We will be putting some new meat on the bones of the paradigm shift as we explore these topics: • Lawyer Typology and Systems based Collaborative Conflict Resolution: Why We Are the Way We Are and What We Can Do About It • 21st C Decision Science: Looking Underneath the Rational Rug • Empathy, Oxytocin and Negotiations: Calming the Snake Brain and Liberating Generosity This program is designed primarily for experienced Collaborative lawyers, but everyone with curiosity about what the emerging neurosciences and positive psychology have to do with deepening and enriching the day to day work of a Collaborative lawyer is welcome. Expect a mixture of presentation, discussion and exercises. Be prepared for active engagement with the material. Pauline Tesler is a pioneer in evolving and teaching interdisciplinary team Collaborative Practice. She has trained professionals across North America, Europe, Israel, Australia and New Zealand in the technique and theory of Collaborative Practice since 1996, at numerous national and international trainings, conferences and workshops. In August 2002, Pauline received the American Bar Association’s first “Lawyer as a Problem Solver” award. Pauline co-founded the IACP and served as its first President as well as Chair of its Standards Committee and Ethics Task Force. She is the founding director of the new Integrative Law Institute at Commonweal.

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Hedule AdvAnced course sch As the Collaborative movement has matured, so has our need for deeper learning opportunities for experienced practitioners. this year’s forum provides seven advanced level courses designed specifically to meet the needs of those who have significant practical experience in the delivery of Collaborative Practice services. In order to ensure an optimal learning experience for all forum attendees, registration for advanced courses is limited to those who meet the following two criteria: 1. Completion of a Basic Collaborative training which meets IACP minimum standards; and 2. successful completion of a minimum of 15 Collaborative cases. Confirmation of meeting these requirements is required for registration in the courses below.

sAturdAy, oCtoBer 25 – morning 9:00Am – 10:30Am (90 mINutes) A. real learnings for the Challenges of real World Collaborations | Suzanne L. Brunsting, JD; Donna M. Maier, CDFA™ and David R. Murch, JD How do we work with clients and professionals who may be anything but Collaborative? Learning ability, emergent leadership in a team, intellectual humility and shared ownership are vital understandings for Collaborative work. The goal of this workshop is to demonstrate that small shifts in thinking can create pathways to resolution. B. harry and sally's grey divorce: Where Personal, freedom and retirement meet | Marion Korn, LLB, LLM, Acc.FM and Eva Sachs, BA, CFP®, CDFA™ Grey divorce is the confluence of the desire for individual freedom, onset of retirement, downsizing, decumulation and multi-generational alliances. It means tailoring current lifestyle to meet future needs. It requires an understanding of how negotiations happen. Planning the next chapter goes far beyond the separation agreement.

sAturdAy, oCtoBer 25 – Afternoon 2:00Pm – 5:15Pm (3 hours) C. Comparative law in the Collaborative Process: leaving entrenchment, expanding Creativity Facilitated by Kathryn S. Lazar, JD We all know "our" law is different from other jurisdictions and we all struggle with how to use the law in the Collaborative process. Our panel, diane diel, Jd; Peggy thompson, Phd; Joanne edwards, solicitor; Christopher Arnold, solicitor and Cathy gale, solicitor, will compare the legal outcomes for clients around the world; considers the origins of notions of fairness and entrenchment; and explores strategies for creative problem solving. 19

d. the Collaborative Process as a "secure-Base": using Attachment Perspective to Create space for Change | Yuval Berger, MSW, RSW and Lisa Alexander, LLB The connection between a client and a professional in a Collaborative process qualifies as an attachment based relationship. In this interactive workshop, we will use the lens of attachment theory to explore theories and techniques for enhancing the relationship between professional and client as a "secure base". This “secure base” gives clients a sense of security from which they can explore creative new behaviors and ideas during their separation and into their new lives. e. "false harmony" in Collaborative teams: It's time to face the music | Linda Solomon, LPC, LCDC, LMFT; Gina Arons, PsyD and Amy H. Martell, MA, JD Effective Collaborative Practice requires dynamic and respectful teamwork between professionals. Unfortunately, in an effort to maintain the appearance of collaboration, team members sometimes resort to "false harmony," glossing over challenges rather than addressing them. This workshop will provide participants with tools to move beyond “false harmony” and create better Collaborative "music"! f. scaffolding Complex Collaborative divorce Cases: tools for tackling tough Issues | Justin Sedell, JD and Karen Bonnell, ARNP, MS Complex issues often dissuade practitioners from offering Collaborative Practice as an option. Presenters discuss how complexities such as mental illness, addictions, power imbalances, Child /Adult Protective Services involvement, sexual deviancy, or children with complex needs were addressed in actual cases and can be addressed in a Collaborative context.

suNdAy, oCtoBer 26 ― morning 9:00Am – 10:30Am (90 mINutes) g. Can We dance If We Aren’t in the same Ballroom? | Scott D. Clarke, CFP®, CDFA™; Julie H. Quaid, JD and Honey A. Sheff, PhD This workshop explores the challenges and frustrations encountered by a Collaborative team when there is variance in the goals and interests between the clients, or between the clients and the professionals, or between the professionals themselves, while demonstrating how to detect and resolve the misalignment without derailing the case.

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general enerAl I interest W orkshop orksHoP s cHedule G chedule sAturdAy, oCtoBer 25 |

9:00Am – 10:30Am (90 mINutes)

1. Paying it forward: lessons learned from the leadership Academy, Part 1 | Members of the 2013-14 Leadership Academy Class Join graduates of the inaugural Leadership Academy as they deliver two 45-minute presentations. One group will speak to “getting more Clients: how Practice groups Create successful Collaborators.” Attendees will learn what successful Practice Groups do to develop and maintain a high number of Collaborative cases. The second group will dedicate their time to “Bringing the Conflict in our groups out of the Closet.” Attendees will learn about creating a common language to prevent, diagnose and resolve conflict in Collaborative organizations. 2. real-World ethics Predicaments in Collaborative Practice matters | Members of the IACP Standards Committee What critical ethical quandaries confront Collaborative practitioners and how should they be handled? This workshop will showcase several short interactions that commonly present ethical dilemmas for Collaborative practitioners. The resulting questions will be explored in an interactive discussion led by experienced members of the IACP Standards Committee. Join us in an engaging 90 minute exploration! All practitioners are welcome. 3. the Art of Collaborative Practice: using strategic Illustration to enhance resolution Anu Osborne, BSc, LLB, LLM (ADR); Vanita Bellen, BSc, BComm., MHSc, PHR and Lois Todd, BA Music Strategic Illustration uses visual images as simple yet powerful tools to accelerate the creative processes within the brain. This workshop introduces Collaborative professionals to one and multi-dimensional process maps containing visual metaphors and imagery to enhance the problem-solving potential of the Collaborative process. 4. A Practical Approach to handling Coercive Control or violence Issues in Collaborative Practice Lori Gephart, MA; Lynn Hutchinson, BA, EPC, QArb, QMed, RCP, RPCA and Patricia Rogers, LICSW What is a "coercive or violent relationship?" How do you know? Is such a case appropriate for CP? How can appropriateness be assessed? What model of CP should be used, and what adjustments or accommodations should be considered? In an area where there are few black-and-white answers, this panel, assisted by lisa Alexander, llB and mary Pence, Jd, will address practical questions about which practitioners seek guidance. 5. the sign-on meeting: doorway to a successful Collaborative Case | Catherine Conner, CFLS, JD and Katherine Eisold Miller, JD The sign-on meeting of parties and professionals is a critical milestone in establishing a solid foundation to deliver the promise of Collaborative Practice for the clients and the professionals. This workshop will cover best practices to successfully launch a case, including clarifying expectations and creating good working relationships. 6. effective Public education tools to grow your Collaborative Practice | Steven J. Rutlen, CPA, CDFA™; Hal D. Bartholomew, JD and Teri Gorman Learn about successful public education programs that California CP groups use to grow their practices. Topics include Divorce Options (public workshops about divorce), referral source outreach, movie/airport ads, 21

newspaper/radio/TV coverage, social media and other cost-effective programs. There will be special emphasis on tools to energize individuals and groups to promote CP. 7. starting Collaboratively: how to Create a Collaborative law Practice early in your Career Catherine Brink, LLB and Merel Veldhuis, LLB Wondering why you have to learn the litigation skill-set when all you want to do is collaborate? Wonder how to make the switch from litigation to Collaborative at an early stage in your career? Learn some tools on how to take the dive and turn your practice into an entirely out-of-court settlement law practice. We did it – so can you! 8. research into Practice – What experts say About the Child specialist’s role | Lynne M. Smith, PhD, LMFT, LMHC and Kathleen Zumpano, LMFT This workshop examines the responsibilities, tasks and skills of effective child specialists in ADR. These insights resulted from a Delphi study of an interdisciplinary panel of experts. Participants will gain an understanding of successful functioning of a child specialist, how research informs practice and will join the discussion on this issue. 9. dealing with the Cultural Nuances of Collaborative Practice outside of North America Angiola-Patrizia De Stefanis, JD and Yuval Berger, MSW, RSW This highly interactive workshop is dedicated to our Collaborative colleagues from outside North America. Participants can expect to learn practical, foundational techniques including: how to master the initial conversation with clients and their spouses to enroll them into the Collaborative process, the value of the multidisciplinary team, the importance of the Participation Agreement, and how to deal with clients’ objections to transparency and full disclosure. 10. Preserving Collaborative Wisdom through the mentoring experience | Kimberly P. Fauss, JD; Maury White, JD and Fred J. Glassman, JD Collaborative Practice is a system of behaving, belonging and believing. We explore the essence of relationships shaped by professionals connected through mentoring. Together our presenters have more than 40 years of practice in consensual dispute resolution and more than 500 Collaborative cases to guide discussion of how we best learn together.

stu WeBB leCture: Barry Stuart 11:00AM – 12:30PM LUNCHEON 12:30PM – 1:45PM 2:00Pm – 5:15Pm (3 hours) 11. the Peacemaking Circle | Judge Barry D. Stuart, BA, LLB, LLM Retired The Peacemaking Circle is one example of a process built upon the fundamental guiding principles of creating safe spaces for difficult exchanges, shared leadership, forging sustainable new relationships and building fair, innovative, enduring outcomes. The Circle will be used to demonstrate the application of these guiding principles in generating spaces for participants to experience the new perspectives and new relationships that difficult but safe exchanges build. New relationships are a critical building material in achieving and maintaining constructive change. The Peacemaking Circle builds safety nets to help the parties’ new relationship and agreements survive the journey through the future’s uncharted terrain. 22

12. team Protocols: A manual for designing and delivering effective Interdisciplinary Process Victoria Smith, JD, C.Med., Cert.CFM (FMC); Deborah Graham, BA, LLB and Sheila Brown, MSW, RSW, Acc. FM (OAFM) The presenters, including Jane tremblay, CfP®, will distribute and explore team protocols (along with checklists, precedents, client handouts, sample questionnaires and agreements) that define and examine each step of a well-honed, cost effective Collaborative process. These protocols offer standardization to reduce cost, clarify roles, and support mindful process design for each case. 13. Personality differences Within your team - linking Arms Not twisting them | Joseph Shaub, MA, JD Often the difference between a cohesive, functioning team and a fractured mess is the way that different personality styles mesh. After completion of a 20 minute test, participants will proceed with a number of interactive exercises to better appreciate their own style and its place in a coordinated team effort. 14. Narrative understanding: Perspectives and Approaches to Improving Collaborative skills Abby Rosmarin, JD, LMHC and Danielle R. Spencer, MS In this workshop we explore the workings of narrative: How can we understand the myriad ways stories speak to us? Through targeted exercises and discussion we will improve our analytical skills as well as develop mutual understanding and spur creative reflection on our Collaborative Practice. 15. Collaborative Negotiations with lgBtQ Clients in a rapidly shifting environment | Mariette Geldenhuys, JD and Laura Ward, LMFT LGBTQ clients navigate an ever-shifting legal environment and face unique emotional issues. Explore these emotional nuances and their impact on LGBTQ clients. Learn how Collaborative professionals can effectively assist LGBTQ clients in negotiating family formation, prenuptial, post-nuptial, separation and divorce agreements in a Collaborative process. 16. expanding the Coach role from start to finish - Client's Benefit and Case success | Anne R. Lucas, MA, LMHC and Rachel Felbeck, JD The Coach's impact on clients and team increases in value when the role is broadened to include client assessment (is this couple appropriate for Collaborative?), assisting couples through uncoupling towards durable agreements and strong co-parenting, facilitating the process and offering post-divorce assistance as twohome families stabilize post-decree. 17. Collaboration game | Anu Osborne, BSc, LLB, LLM (ADR); Chris Chopyak, BA, MBA and Vanita Bellen, BSc, BComm., MHSc, PHR Collaboration Game is a unique board game that experientially reinforces the intricacies and interdependence of relationships; systemic and relational patterns in teams; and Collaborative skills necessary to achieve resolution. The game has been used internationally to teach and foster collaboration in communities, organizations and regions experiencing political strife. This version of the game was designed specifically for the Collaborative divorce process. It is a fun way for Collaborative professionals to work together as a team, learn from one another and hone their skills.

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18. A Wolf in sheep’s Clothing – Collaborative Professionals Who haven’t Quite made the Paradigm shift | Rosemarie S. Roth, JD and Lana M. Stern, PhD The Collaborative process works most effectively when attorneys, mental health and financial professionals make the "paradigm shift." The panel, including robert J. merlin, Jd and edward s. sachs, CPA, will demonstrate the skills needed to make the paradigm shift and discuss the underlying reasons why some professionals have difficulty making that shift. The perspective from each professional will include corrective behavior followed by interactive discussions with the attendees.

suNdAy, oCtoBer 26 9:00Am – 10:30Am (90 mINutes) 19. Paying it forward: lessons learned from the leadership Academy, Part 2 | Members of the 2013-14 Leadership Academy Class Two more groups from the Leadership Academy will deliver their own 45-minute presentations. The first presentation will be "flat-lining? revitalizing your Practice group." This session will explore the components of a relevant, sustainable Practice Group for today’s Collaborative environment. The final presentation will be "We’re All Porcupines: fostering trusting relationships in your Practice group." Attendees will learn to foster trust and build deeper connections resulting in stronger, more committed Practice Groups and better Collaborative practitioners. 20. Access to Collaboration in Action | IACP Access to Collaboration Task Force Collaborative Practice groups around the world have developed a variety of Access to Collaboration programs to provide Collaborative services to low income or modest means clients. This workshop will provide an overview of Access to Collaboration programs as well as the nuts and bolts of several successful programs. 21. the Co-existence of differences and the Benefits of Confrontation | Dr. Friedrich Schwarzinger Many Collaborative practitioners believe that controversial confrontation in a Collaborative meeting must be avoided, but such avoidance of controversy can often lead to other difficulties. Rather than a permanent state of “harmonized” communication, confrontation between the clients, as well as the practitioners, can be beneficial. Collaborative professionals should ask: has there been enough confrontation in the dialogue? If not, it may be useful to promote it and complete what is missing! Controversial conversations can often meet the needs of clients in ways that permanent “harmony” cannot. 22. the use of motivational Interviewing in Collaborative divorce Practice | John D. Jochem, PsyD Motivational Interviewing (MI) is both a philosophy and a technique emphasizing collaboration to strengthen a person's motivation to consider lifestyle changes. It is an empirically validated way to have conversations about change. This workshop covers the theoretical underpinnings of MI, teaches MI skills and demonstrates their applicability to Collaborative Practice. 23. forming and Participating in an Interdisciplinary Practice group | Shireen B. Meistrich, LCSW This program seeks to assist Collaborative Practice Groups to integrate into interdisciplinary communities. Teamwork and integrating the mental health professional will be a main focus, although all the three disciplines 24

will be discussed in full teams. Practical strategies will be shared. Many communities desire to be fully integrated but struggle, despite a deep commitment to teamwork. Participants will be encouraged to bring their questions. 24. one size doesn’t fit All: matching Needs to effective models | Susan Boyan, LMFT; Nora Kalb Bushfield, JD, MSW and Paul A. Tigner, CPA, ABV, CFF, CFE One Collaborative model cannot possibly meet all the varied needs of clients. This workshop covers the full range of Collaborative models from “Lawyer Only” to “Full Team.” Participants will learn to assess clients’ legal, financial, psychological and emotional circumstances in order to build effective teams without imposing financial hardship. 25. Building and managing hope: Working With Couples and the team through the divorce and Beyond | Randy Heller, PhD and Jenna Wilson, MS Based on the work of the renowned Solution Focused theorist Insoo-Kim Berg, this workshop will provide participants with an understanding of Solution Focused principles and techniques that will aid them in instilling hope within couples and families during and after the divorce process. Participants will gain hands on experience that they can take away and implement immediately. 26. meanings of silence: discovering sound tools for effective Collaborative Communication Anita Dorczak, MA, LLB, PhD, Cert.EM In this workshop we will explore the role of silence in Collaborative communication. We will open with the introduction of the communication model from a semiotic perspective. We will then look at different meanings and functions of silence and create tools to deal with it in creative ways facilitating conflict resolution. 27. Practice group marketing and Public outreach | Selina Trigg, Solicitor; Lynda Robbins, JD and Michael Fancher, JD Is your Practice Group struggling with how to get the Collaborative message to the public in your area? This workshop will discuss the pros and cons of a variety of public outreach methods, with practical tips and insights from some who have been there. 28. When to lead; When to Pull Back | Brian Galbraith, LLB and Sue Cook, RSW, CCC, MEd The emotional stages of divorce impact every client’s ability to negotiate. A deeper understanding of the stages gives Collaborative professionals an ability to determine when they need to show leadership and when they can take a step back and support the client in the process. This workshop will help you and your clients have more successful outcomes in your Collaborative cases. 29. oops, I meant to say - Why Words matter In Collaboration | Kim E. Costello, PsyD, LMHC When clients enter collaboration, they are most likely feeling exposed and defensive; therefore, the words collaborators use can greatly impact them. Words used in collaboration are particularly important because they aid in moving people from one side of an issue to another. This presentation highlights the importance of words utilized in collaboration.

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Wh Ha At

to

see S

And a

do

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v aA n c o u V ver V

Come eArly or stAy A feW dAys After… Looking for a little adventure to add to your Forum visit? Nestled between the mountains and the ocean, with an active, outdoorsy population, Vancouver is full of activities for those who want to enjoy life to its fullest. Outdoorspeople will appreciate the abundant opportunities to fish, hike and go boating, and athletes will love the many golf courses, water sports, and bike and running trails. Families may enjoy whale-watching, walking the suspension bridges or zip lining. For those “foodies” who yearn to seek out new epicurean adventures, there are endless options found in Vancouver. With one of the largest Chinatowns in North America, Vancouver is home to vibrant festivals and exotic foods. Start with a unique Vancouver cocktail made with Canadian maple syrup, then experience a piece of traditional Asian culture with small bites of dim sum or the latest rage of Izakaya (Japanese tapas). Feast on some of the very best Pacific Northwest seafood by dining waterfront at the Harbour, or get your pub crawl on in this thriving local craft beer scene and visit one of the many microbreweries and brewpubs downtown. Be sure to grab a Vancouver coffee while you’re at it, as brewing “black gold” here is considered a highly regarded art form. You simply must try the insanely popular Vancouver culinary institution of street fare known as the Japa Dog, which is an Asian-influenced hot dog wrapped in seaweed and okonomiyaki sauce! Spend your day wine tasting and sampling BC’s famous dessert-style icewine while touring gorgeous vineyards – some within a mere 25 minutes of downtown. Please visit the Tourism Vancouver website for more information about where to eat, shop and play while in the city, along with other helpful information to prepare you for your trip to Canada: http://www.tourismvancouver.com/ WhIle you’re here, tAke some tIme to eXPlore All thAt vANCouver hAs to offer!

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lations to the first graduating class of t u t a r g he Con IACP Leadership Academy!

LEADERSHIPACADEMY Joelle Adelson, Oakville, ON, Canada Kristen A. Algert, Austin, TX, USA Susan J. Buniva, Richmond, VA, USA Nikki L. Charlton, Vancouver, BC, Canada Bev Churchill, Kelowna, BC, Canada Deborah S. Conflenti, Pittsburgh, PA, USA Adam B. Cordover, Tampa, FL, USA Susan S. Gahrns, Ottawa, ON, Canada Brian G. Galbraith, Barrie, ON, Canada Fraser Himes, Tampa, FL, USA Louise E. Livesay, St. Paul, MN, USA Julia A. McAninch, Nashville, TN, USA Cassandra J. Pullos, Southport, QLD, Australia Kyra M. Raimey, Mason, OH, USA Adrienne Rothstein Grace, Buffalo, NY, USA Kevin R. Scudder, Seattle, WA, USA D. Scott Spence, Winnipeg, MB, Canada Amy L. Stewart, Indianapolis, IN, USA Melissa M. Sulkowski, Erie, PA, USA Cristi Trusler, Austin, TX, USA Viola Vaughan-Eden, Newport News, VA, USA Susan L. Zwaenepoel, Edmonton, AB, Canada

We would like to express our deep appreciation to Nancy Cameron, Q.C., LLB and Anne Lucas, MA, LMHC for serving as our Leadership Academy instructors and mentors. Please join us as we recognize our graduates with a commencement ceremony on Friday, October 24, 2014.

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generA informa A t Ii o n G al I Advanced Courses

Meals and Social Events

Those who have completed Basic Training which meets IACP Standards and have completed a minimum of 15 Collaborative cases will want to take advantage of the seven advanced courses being offered. With at least one course in each time slot, the schedule has been designed for practitioners looking to explore more complex elements of Collaborative Practice with similarly experienced practitioners.

Lunch is included in Pre-Forum Institute registration. Forum registration fees include a portion of actual food and beverage costs. In order to keep conference registration fees as low as possible, while ensuring sufficient space and quantity, you must indicate which meals you will attend on the registration form. The banquet supplement defrays the overall cost of food and beverage. Meal attendance must be confirmed by october 17, 2014. there will be no onsite sales of meal tickets.

Continuing Education IACP will provide an overall Certificate of Attendance which lists all offered sessions. This certificate may be used to apply for continuing education credits with the attendee’s licensing body. A complete list of Forum sessions eligible for continuing education credits will be available at the IACP registration desk. In addition, IACP will facilitate course approval for the following: Attorneys: An application will be submitted to the Law Society of British Columbia to accredit the educational program content for Continuing Professional Development hours for lawyers. More information will be provided as it becomes available. mental health Professionals: Collaborative Divorce Associates is approved by the California Board of Behavioral Sciences to award Continuing Education credit to LCSWs and LMFTs. Pre-Forum Institutes and Forum workshops may qualify for up to 18 hours of credit. Psychologists: An application for continuing education approval will be submitted to the American Psychological Association. More information will be provided as it becomes available. financial Professionals: IACP is a CFP Board Registered CE Sponsor. Relevant Pre-Forum Institutes and Forum workshops will be submitted to the CFP Board for review and acceptance. IACP will report attendance for accepted programs to the CFP Board.

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Pre-Forum Institutes With all the fantastic options, we understand that it’s difficult to choose just two PFIs. Once Pre-Forum Institutes begin we are not able to accommodate requests to change courses, so please be sure you choose the best option for you. Don’t delay in registering for your PFIs; they fill up quickly and each year several sell out by the Early Bird registration deadline.

Dine–Around in Vancouver, BC Join your colleagues for a Dine-Around on Thursday evening! Reservations will be made in groups of 8-10 at restaurants around the city. If you are interested in participating in the Dine-Around, please check the appropriate box on the registration form. You may sign up for the restaurant of your choice at the hospitality table near registration on Thursday. Participants are responsible for food, beverage and any transportation costs.

Spouse and Guest registration Guest registrations are available for spouses or significant others only (not business associates or professional colleagues) for plenary sessions and/ or meals, when accompanying a full conference registrant. Please see registration options on registration form for details and pricing.

Forum registration Form IACP 15th Annual Networking & Educational Forum | Oct. 23–26, 2014 | Vancouver BC, Canada • The Westin Bayshore registration deadline is oct. 17, 2014 at 2:00pm pacific time. registrations thereafter will be accepted subject to availability and fees may vary. Save a stamp and register online at www.collaborativepractice.com!

Step 1 (Please type or print clearly) full name:____________________________________________name on badge:____________________________________________ mailing address:_______________________________________________________city:_____________________________________ state/province:____________ Zip/postal code: ____________country:______________________email:_______________________ phone:______________________fax:________________________

this is my first iacp forum profession: are you:

legal

mental health

iacp member

financial

non-member

other:_____________________________________

presenter

student

may we publish your name and contact information on the forum attendance list?

yes

no

Step 2 (Pre-Forum Institute Registration Rates and Selections) PRE–FORUM INSTITUTE REGISTRATION INClUDES lUNCh & PRE–FORUM INSTITUTE MATERIAlS Note: Preference for Pre-Forum Institutes is given to those who have registered for the Forum. If you are unable to attend the Forum, you may request to be placed on a waiting list. Please see page 31 for details on how to be added to the waiting list.

early bird rates

regular rates

paid by 8/25/14

paid after 8/25/14

IACP Member

$190

$210

Non–Member

$210

$235

$190

$210

thursday pre–forum institutes

friday pre–forum institutes

IACP Member Non–Member

$210 $ ________________

pre–forum institute registration total: (Please select only one Thursday Pre–Forum Institute below)

thursday pre–forum institute 9:00am–3:00pm

$235 $ _______________

(Please select only one Friday Pre–Forum Institute below)

friday pre–forum institute 9:00am–3:00pm

#1 Z is for Zeitgeist: New Directions for Cutting Edge Trainers of Collaborative Professionals

#5 The First Client Meeting: An Interdisciplinary and Interactive Exploration

#2 Are We a Good Fit? Assessing Ourselves, Our Clients and the Process

#6 The Collaborative Process and the Challenges of: Expectations, Trust and Fairness

#3 Shifting from Judgment to Curiosity with a Focus on Interests

#7 From Infatuation to Divorce: Understanding Stages and Unconscious Patterns in Relationships

#4 Collaborative Rescue Squad Training: Emergency Interventions

#8 Making the Paradigm Shift Real: Ideas for Putting Meat on the Bones

Step 3 (Forum Registration Rates and Workshop Selections) Forum Registration includes Opening Networking Reception; Plenaries; Courses and Workshops; Refreshment Breaks; Exhibits and Forum Materials.

early bird rates paid by 8/25/14

regular rates paid after 8/25/14

IACP Member

$545

$605

Non–Member

$645

$705

Presenter

$465

$525

$350

$350

Full–Time Student

School Name: _____________________________

ticketed meals Friday Dinner

$35

$35

Saturday Luncheon

$12

$12

Seawall Splash at the Aquarium

$75

$75

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Step 3 (Continued) PleAse sPeCIfy dIetAry Needs:

vegetArIAN

gluteN–free

Reservation to bring materials to the “Take One” Table (See Pg. 31 for more details)

In addition to the included Forum Notebook and CD–R, I would also like to have my Forum materials on a USB Drive for an additional $12.

$100

$100

$12

$12

$275

$385

forum guest fees Guest Full Name: __________________________________ Guest Forum Registration

(Includes Friday Networking Reception and Dinner; Saturday Luncheon; Seawall Splash at the Aquarium; Plenary Sessions) Available only with Forum attendee.

Ticketed Dinners for Guest: Friday Dinner Seawall Splash at the Aquarium

$75

$75

$120

$120

PleAse sPeCIfy ANy dIetAry Needs for your guest: vegetArIAN

gluteN–free

forum regIstrAtIoN totAl:

$

$

In order to register for advanced courses, please confirm that you meet the following criteria: yes, I hAve ComPleted BAsIC trAININg WhICh meets IACP stANdArds. yes, I hAve ComPleted 15 or more CollABorAtIve CAses.

Please select only one per time slot

Course letter/ WorkshoP NumBer

sAturdAy | 9:00AM–10:30AM (90 MIN.)

________

sAturdAy | 2:00PM–5:15PM (3 HRS.)

________

Please select only one per time slot suNdAy

________

| 9:00AM–10:30AM (90 MIN.)

yes, I WIll AtteNd A dINe–ArouNd thursdAy eveNINg (see PAge 28 for more detAIls) yes, I WIll AtteNd oNe of the folloWINg frIdAy sPeCIAl gAtherINgs: students Welcome reception Practice group leaders' roundtable trusts & estates meet-up the spiritual Nature of Collaborative Practice ethics Café

Step 4 (Add totals from Step 2 and 3 to calculate total payment amount) steP 2 totAl (PRE–FORUM INSTITUTE REGISTRATION): steP 3 totAl (FORUM REGISTRATION):

+ =

totAl PAymeNt AmouNt:

$ _______________ $ _______________ $ _________________

Step 5 (Please indicate form of payment) CheCk eNClosed (u.s. CurreNCy oNly) PleAse mAke CheCks PAyABle to IACP (feIN # 94–3323285) PAymeNt By CredIt CArd

vIsA

mAsterCArd

CredIt CArd NumBer:_____________________________________ eXP. dAte: ____/____ seC. Code:_________ CArdholder sIgNAture:___________________________________ PleAse mAIl form ANd PAymeNt to: IACP or fAX to:

Forum | 4201 N. 24th Street, Suite 240, Phoenix, AZ 85016

IACP at 480-240-9068

CANCellAtIoN PolICy: All requests for refunds must be made in writing to: [email protected] or faxed to IACP at 480-240-9068. Written notice of cancellation received before september 26, 2014 will be issued a full refund minus a $75 administrative fee. Written notice of cancellation received between september 26, 2014 and october 13, 2014 will have a $150 service and materials fee deducted and the balance will be refunded. materials will be mailed to you after the conclusion of the conference. No refunds or credits will be issued for cancellations received after october 13, 2014. Please note: forum workshop seating is not guaranteed and will be first–come, first–served. your selections will ensure that sessions with higher registration will be scheduled in larger meeting rooms. ** If you have a disability and require assistance, please email [email protected] or call our office.**

30

generA informa A t Ii o n ( contInued continued ) G al I Pre―Forum Institute Wait List

Hotel Information

If you are unable to attend the Forum but would like to attend the Pre-Forum Institute(s), please email Monica McQueen at [email protected] with your top two choices for each day and you will be placed on a waiting list. Please note that preference for Pre-Forum Institutes is given to those who have registered for the Forum. If space is available after september 30, 2014, you will be notified and assisted in registering.

The IACP 15th Annual Networking and Educational Forum will take place at the:

Forum Scholarships IACP has established a scholarship program for the 15th Annual Networking and Educational Forum in Vancouver, BC. Forum scholarships include registration fees for the Forum and most meals. In general, Forum scholarship recipients are responsible for funding their own travel, lodging, additional meals and all other related expenses. However, some travel stipends will be awarded. Anyone may apply for a scholarship. Preference for all scholarships is given to IACP members. Scholarship applications are available at www.collaborativepractice.com. Deadline for applications is July 25, 2014.

“Take One” Table Information If you would like to bring materials to share with Forum participants, there will be a “Take One” Table available – a general information table at which you may share your own brochures, flyers, announcements and materials with Forum attendees. The fee is $100, and the table will be accessible for the duration of the Forum. Space on the table is limited to one stack of 8.5” x 11” sheets.

Exhibits The exhibit area will be open during most Forum hours. If you are interested in being an exhibitor, please contact Monica McQueen at 480-696-6075 or email [email protected].

Meeting Attire/Weather Business Casual attire is suggested throughout the Forum. Average temperature in Vancouver, BC in October: high 57F; low 43F.

The Westin Bayshore 1601 Bayshore Dr. Vancouver, BC V6G 2V4 Room rates start at $175 USD ($189 CAD) for single or double occupancy. Rate includes internet access in the guest room. To receive the discounted rate, reservations must be made by September 29, 2014. Reservations may be made by phone at 604-682-3377 (you must mention IACP) or online at: https://starwoodmeeting.com/book/IACP2014. The Forum rates are available beginning three (3) days prior to the Forum and continuing three (3) days following, based on availability of guest rooms. All guest room rates are quoted exclusive of applicable state, local taxes and fees, currently 15.74%. Check in is at 3pm and check out is at noon. Please note that cancellations made within 48 hours of arrival will forfeit one night’s room and tax. The Westin Bayshore has ADA accessible guest rooms. If you have a disability and require assistance, please email [email protected] or call our office.

Passport, Customs and Currency: If you will be traveling to Canada, please ensure your passport or NEXUS card are current and that you account for additional time to pass through Customs. US passport processing times range from 4-6 weeks presently; US residents see www.travel.state.gov for information. To see if you need a VISA for entrance into Canada, please visit http://www.cic.gc.ca/english/visit/ visas.asp. If you do, it is strongly recommended that you apply for one with the Citizenship and Immigration Canada (CIC) 12 weeks prior to your departure date; please also check processing times with the mission responsible for processing your VISA. It is also recommended that you exchange currency to Canadian Dollars (CAD) prior to your arrival.

31

4201 N. 24th Street, Suite 240, Phoenix, AZ 85016

you’ve N never B before Atte ttended An IACP iAcP forum... Iif Y Nded AN We hope you’ll come this year! There is no better time and place to connect with the international Collaborative community, network with Collaborative colleagues, increase your knowledge and understanding of Collaborative Practice and become inspired.

Save a Stamp! Register Online at www.collaborativepractice.com

See You in Vancouver!