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Schedule at a Glance

Friday, April 26th
PRE-CONFERENCE INSTITUTES
8:00 am to 10:00 am
Registration Open (PCI Only)

9:00 am to 4:00 pm
Pre-Conference Institutes I & II (6 hours)

PCI 1: House on Fire: The LaMusga Factors Reconsidered from the Inside Out
Gary LaMusga, ChFC, CDFA, CEPA, Carol Hughes, LMFT, Hon. Jackson Lucky, Diana Martinez, JD, and Patricia Van Haren, JD, with special guests Devlen LaMusga, Garret LaMusga

PCI 2: Deepening Without Drowning: Bringing Insight into the Collaborative Room
Jacinta Gallant, BA, JD

4:00 pm to 5:00 pm
Welcome Reception

4:15 pm to 5:15 pm
Annual Conference of Delegates

5:15 pm to 6:45 pm
Opening Plenary: Removing the Barriers of Diversity and Maintaining Civility to Make the Collaborative Process More Inclusive
Kristen Goss, JD, and Thabatta S. Mizrahi, BS.Ed, MA.Ed

7:00 pm to 9:00 pm
Dine Arounds

SATURDAY, April 27th
6:30 am to 7:30 am
Early Morning Walk

7:30 am to 5:00 pm
Celebration Registration Open

8:00 am to 9:00 am
Continental Breakfast

8:00 am to 5:00 pm
Exhibits Open

9:00 am to 12:15 pm
3 hour – Workshops #1 & #2
#1 Discovering and Dealing with Innate Unconscious Bias
Sacha Joseph-Mathews, PhD

#2 Finding Insight on the Road to Resolution
Jacinta Gallant, BA, JD

9:00 am to 10:30 am
90 minute Workshops #3 & #4
#3 Certified Divorce Financial Analyst – How CDFA’s Enhance the Divorce Process in Collaborative Divorce
Dawn Strachan, RICP, CDFA, Kathleen Faulkner, IAR, CDFA, and Brett Cicinelli, CFA, CFP, CDFA

#4 Life After LaMusga – 20/20 20 Years Later
Patricia Van Haren, JD, Gary LaMusga, ChFC, CDFA, CEPA, Jaye-Jo Portanova, MD, Carol Hughes, LMFT, PhD, Diana Martinez, JD

10:00 am to 5:00 pm
Silent Auction Open

10:45 am to 12:15 pm
90 minute Workshops #5 & #6

#5 Navigating Mortgages in Divorce
Elaina Serotte, CFP, CDFA, and Jill Carrade, CDLP, NMLS, DRE

#6 The HEALTHY Divorce. Pilot Project for Modest Means Families: Providing Mediation, Parent Education, and Referral Service in Collaboration with the Courts
Fern Topas Salka, JD, CFLS and Mary Elizabeth Lund, PhD

12:15 pm to 1:45 pm
Saturday Lunch and Plenary: Making Anger Your Ally
Alyce LaViolette, MS, MFT

2:00 pm to 5:15 pm
3 hour Workshops #7 & #8

#7 Why Knot? Estate Planning Opportunities During Divorce: Issue Spotting with Estate & Divorce Professionals
Nancy Ross, LCSW, Alan Nobler, JD, George Richardson, JD, CFLS, Dawn Strahan, RICP, CDFA,Joseph Kuo, CFP, CMA

#8 Marketing for (Dummies) Professionals with Skills in Other Areas
Beth Proudfoot, LMFT

2:00 pm to 3:30 pm
90 minute workshops #9 & 10

#9 Assisting The Professional Team to Manage Conflict Using Structural Family Therapy
Jon Kramer, LCSW, Heidi Tuffias, JD, MA, AMFT, Kimberly Davidson, JD, MA, RJ Thomas, LMFT

#10 Integrating Art Therapy in Collaborative Divorce
Meg Lewis, LMFT, ATR, CCPS

3:45 pm to 5:15 pm
90 minute Workshop #11

#11 The Reasonable Woman Standard: The Nuances of Sexual Harassment
Alyce LaViolette, MS, MFT

6:30 pm to 8:00 pm
Eureka Awards and Dinner

8:30 pm to 11:00 pm
Music and Dancing with Ron Anfuso’s band, Detour

SUNDAY, April 28th

6:30 am to 7:30 am
Early Morning Yoga

7:30 am to 1:00 pm
Celebration Registration Open

7:30 am to 1:00 pm
Exhibits Open

8:00 am to 9:00 am
Breakfast

9:00 am to 11:00 am
2 hour Workshop #12

#12 Reaching Diverse Markets for a Thriving and Profitable ADR Business
Shawn Weber, JD

9:00 am to 10:30 am
90 minute Workshops #13 & #14

#13 Settlement: A Four-Legged Approach to Successful Resolution
David A. Fink, JD

#14 Keeping The Marital Home During Divorce: Determining the Value, Identifying the Hidden Risks, Protecting Yourself
Dar Mardan, CPA, Realtor

11:00 am to 12:15 pm
Closing Plenary: Life-Changing Strategies to Grow Your Practice through Deeper Connection
Chris Hargrave, Founder and CEO at Hargrave Coaching Innovations

12:30 pm to 2:00 pm
CP Cal Board Meeting

Schedule Details

PRE-CONFERENCE INSTITUTES

PCI 1: House on Fire: The LaMusga Factors Reconsidered from the Inside Out
Gary LaMusga, ChFC, CDFA, CEPA, Carol Hughes, LMFT, Hon. Jackson Lucky, Diana Martinez, JD, and Patricia Van Haren, JD, with special guests Devlen LaMusga, Garret LaMusga
Divorce is hard enough on children. When one parent wants to move out of state with the children, the fallout can be long lasting. The case of Susan and Gary LaMusga set the legal standard for “move-away” cases in California. Attendees will be the first to hear directly from the children at the center of this precedent-setting case. Led by our panel of a judicial officer(ret.), child specialists, family lawyers, and a financial neutral, we will then explore where the rules fall short and strategies for managing and presenting the case, while mitigating the financial, relationship, and mental health consequences.

PCI 2: Deepening Without Drowning: Bringing Insight into the Collaborative Room
Jacinta Gallant, BA, JD
Have you ever been stumped, and discouraged, by the continuing and sometimes escalating couple conflict in the Collaborative room—despite your best efforts? Do you sometimes feel like your “case” is drowning and you are desperate for an oxygen tank? In this Pre-Conference Institute, we will learn how asking about the parties’ hopes and diving deeply into their perceived threats can bring fresh air to our work. Working with the “Insight Approach” to conflict, we will learn to notice and effectively respond to conflict behaviors. We will learn how to ask questions to understand and manage the threats that escalate conflict—and how to use what is learned to promote an authentic shift from conflict to collaboration. You will find that the Insight Approach primes you for better conversations personally and professionally—so there is something in it for everyone. We will also work with proven client preparation tools that enhance team attunement and productivity.

CONFERENCE CELEBRATION XVIII

Opening Plenary: Removing the Barriers of Diversity and Maintaining Civility to Make the Collaborative Process More Inclusive
Kristen Goss, JD, and Thabatta S. Mizrahi, BS.Ed, MA.Ed
This presentation will be an interactive discussion to expand on the meaning of diversity, illustrate the barriers that we may encounter in addressing diversity, and ways in which Collaborative professionals can maintain civility while helping clients in the midst of a turbulent divorce.

#1 Discovering and Dealing with Innate Unconscious Bias
Sacha Joseph-Mathews, PhD
This talk is designed to educate participants on the various dynamics at play in team environments as it pertains to unconscious or implicit bias. Participants will be exposed to fundamental knowledge, as well as tools and resources to identify, address and minimize unconscious bias in their dealings with both clients and fellow team members.

#2 Finding Insight on the Road to Resolution
Jacinta Gallant, BA, JD
When we run into the inevitable bumps on the road to resolution, our negotiating model doesn’t always help. How do we effectively pull over for repairs when the “rubber hits the road” and our clients’ behavior is demanding, conflictual and “unreasonable”? We will start with a definition of conflict that makes sense, and learn how to notice and respond to challenging behaviours with skills that are grounded in the Insight Approach – a new paradigm for Collaborative practice.

#3 Certified Divorce Financial Analyst – How CDFA’s Enhance the Divorce Process in Collaborative Divorce
Dawn Strachan, RICP, CDFA, Kathleen Faulkner, IAR, CDFA, and Brett Cicinelli, CFA, CFP, CDFA
Join us to learn more about the CDFA®, their role and how they add value to the Collaborative process. Thinking beyond building out the marital balance sheet, learn how CDFA®s can support the process in various ways, including pension valuation, discernment on how to divide assets, separate property tracing and budget review. There are countless ways to leverage this role. Don’t miss out learning all of the ways a CDFA® can support you, your team and clients.

#4 Life After LaMusga – 20/20 20 Years Later
Patricia Van Haren, JD, Gary LaMusga, ChFC, CDFA, CEPA, Jaye-Jo Portanova, MD, Carol Hughes, LMFT, PhD, Diana Martinez, JD
In 2004, the case of Susan and Gary LaMusga set the legal standard for “move-away” cases in California. How has it worked out for the children? This is a rare opportunity to dive deeper into this precedent-setting case, exploring the impact on children. Hear from the children, mental health, financial, and legal professionals who work in these cases. Attendees will have tools to use in their practice when clients say they want to move with the kids.

#5 Navigating Mortgages in Divorce
Elaina Serotte, CFP, CDFA, and Jill Carrade, CDLP, NMLS, DRE
Our expert speakers will unravel the complexities of mortgage arrangements during divorce. Discover practical strategies for property division, refinancing options, equity buyouts, purchasing options and credit implications to safeguard your client’s financial stability.

#6 The HEALTHY Divorce. Pilot Project for Modest Means Families: Providing Mediation, Parent Education, and Referral Service in Collaboration with the Courts
Fern Topas Salka, JD, CFLS and Mary Elizabeth Lund, PhD
This workshop will reveal why and how a small group of family lawyers and mental health professionals collaborated with the LA Superior Court and Loyola Law School offering low-cost mediation and two social service agencies to form an organization that offers a model for improving outcomes for children of divorce. This model deals with legal as well as parenting, educational, physical/mental health, financial and social needs that must be addressed to avoid the adverse childhood experiences divorce may create.

Saturday Plenary: Making Anger Your Ally
Alyce LaViolette, MS, MFT
Anger can frighten people, but it is also energy that can be channeled into positive action. Anger is also seen differently depending on the gender of the person expressing it. We will explore gender, anger, styles of anger and techniques to make it effective.

#7 Why Knot? Estate Planning Opportunities During Divorce: Issue Spotting with Estate & Divorce Professionals
Nancy Ross, LCSW, Alan Nobler, JD, George Richardson, JD, CFLS, Dawn Strahan, RICP, CDFA, Joseph Kuo, CFP, CMA
Working together on Collaborative Divorce case vignettes, participants will problem-solve and discuss how to address issues that arise in cases that often necessitate involving an Estate lawyer or Collaborative Trust & Estates team in a way that benefits each process. Professionals from each area of law (divorce and estate planning) will facilitate approaches that address client resistance, conflict management, and effective teamwork in each area of law, helping participants gain a deeper understanding of how these two interdependent systems can interact to benefit clients and professionals.

#8 Marketing for (Dummies) Professionals with Skills in Other Areas
Beth Proudfoot, LMFT
Many pros develop a passion for Collaborative, take the trainings, get excited, and then get disappointed when the cases don’t show up. If this is you, then come join us to learn some of the secrets to developing a vibrant Collaborative practice. First secret: only market when you’re happy. Second secret: only market doing the things you love to do. Yes, this means you don’t have to make a video blog! (But if that’s your thing, we’ll have a handout.)

#9 Assisting The Professional Team to Manage Conflict Using Structural Family Therapy
Jon Kramer, LCSW, Heidi Tuffias, JD, MA, AMFT, Kimberly Davidson, JD, MA, RJ Thomas, LMFT
Structural Family Therapy was created to work with families in crisis. No crisis is greater to a family than divorce. This workshop is geared to the interdisciplinary team with a focus on providing concrete tools for working with the divorcing family. Concepts previously introduced will be reviewed and elaborated on such as joining, blocking and hypothesizing. And new concepts will be introduced such as neutrality and unbalancing, all in the spirit of interrupting ingrained “homeostatic” patterns that have perpetuated dysfunction conflict. The attorney-mental health panel will discuss how to utilize the structural family therapy model in the CDR process.

#10 Integrating Art Therapy in Collaborative Divorce
Meg Lewis, LMFT, ATR, CCPS
In this workshop, learn the basics of art therapy and how art not only helps to regulate clients but also accelerates the information-gathering stage of Collaborative divorce. You will leave this workshop with two art therapy interventions to add to your practice, designed specifically for Collaborative divorce. This workshop includes an experiential component in which you will create art, and there will be space for Q/A.

#11 The Reasonable Woman Standard: The Nuances of Sexual Harassment
Alyce LaViolette, MS, MFT
Sexual harassment is different viewed through a gendered lens. Women’s experience of power and intimidation and their ability to communicate their discomfort is often difficult. What we, as men and women, identify as harassment can be different.

#12 Reaching Diverse Markets for a Thriving and Profitable ADR Business
Shawn Weber, JD
Making the paradigm shift to an all ADR practice can be exciting. But making sure you have enough clients to keep your practice fed can sometimes be challenging. This workshop focuses on tried and true marketing principles to help you grow your business by reaching people needing our services from diverse communities and backgrounds.

#13 Settlement- A Four-Legged Approach to Successful Resolution
David A. Fink, JD
The ultimate goal of Collaborative Process is the consensual resolution of the dispute. Settlement is a dynamic process and requires a convergence of various elements. In this workshop, Sherry and David present a methodical four-step approach to achieving a successful resolution. The four legs are: Presparation, Parties, Plan, and Process. The Collaborative team members share responsibility for the process, and each team member brings varied skills and perspectives to the settlement process. This four-step approach clarifies the teamwork, skills and dynamics necessary for successful and durable resolution.

#14 Keeping The Marital Home During Divorce: Determining the Value, Identifying the Hidden Risks, Protecting Yourself
Dar Mardan, CPA, Realtor
“Keeping the Marital Home After Divorce: A Guide to Making the Right Decisions” addresses the complex process of deciding whether to retain the marital home during divorce. It explores evaluating the home’s value through online estimators, comparative market analysis, and appraisals. To secure home ownership, steps include checking the property title, conducting a comprehensive home inspection, obtaining a C.L.U.E report for insurance history, and ensuring proper home insurance coverage. This comprehensive guide highlights the importance of careful planning and thorough consideration when making this significant post-divorce decision, allowing individuals to transform the marital home into their future sanctuary.

Closing Plenary: Inspirational leadership through Connection
Chris Hargrave, Founder and CEO at Hargrave Coaching Innovations
Chris will share experiences and ideas that have helped him change the lives of athletes, trainers, and human beings around the world. The goal of this presentation is to help participants understand how to build relationships that will help clients grow through adversity, making everyone involved stronger.