Level 2 Interdisciplinary Collaborative Practice Skills Training

This workshop will be highly experiential and interactive, involving demos, exercises and roleplays. It will cover:

  • The choreography of an interdisciplinary collaborative case
    • the initial client interview – explaining team process, overcoming resistance,understanding advocacy needs
    • process design – when do you need a Financial Professional? a Family Professional?
    • team preparation
    • the debrief – with the clients and with the team

NEW! Comprehensive Collaborative Team Protocols

  • High performance teams
    • the evolution to settlement advocacy
    • the importance of neutrality
    • how the team can manage common case challenges
    • running effective meetings
  • Critical skills
    • interest-based negotiation
    • key communication skills
    • working with the neuroscience that drives human behavior
  • The role of the law in an interest-based process
    • understanding power
    • understanding fairness
    • the interplay of law, interests and fairness
  • Professional breakout sessions
    • the Role of the Neutral Facilitator
    • the Role of the Neutral Financial Professional
    • advocacy issues for settlement lawyers

This training meets CPT, OCLF and IACP standards for training and trainers

*This training contains 2 hours 5 minutes Professionalism Hours and 18 hours 40 minutes Substantive Hours*

Please complete and return the attached registration form and payment to confirm your space.
Note: Materials and protocols will be provided.

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