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