2021 CELEBRATION VIRTUAL EDITION | APRIL 23RD-25TH WEAVING THE FABRIC of COLLABORATIVE PRACTICE WELCOME BOOK A constructive approach to resolving conflicts Collaborative Practice East Bay The members of Collaborative Practice East Bay salute our very own Gary LaMusga and Marcy Sharafian, co-chairs of CELEBRATION XV whose term spanned two years and a pandemic, and who sailed us through stormy seas to land in the brave new world of a fully virtual Celebration. We know how hard you worked and how much time you’ve spent. We recognize your grace and perseverance and admire you for keeping a sense of humor. With love and thanks from CPEB! an fi a ar h y S Marc a g us M a ry L Ga 2021 CELEBRATION VIRTUAL EDITION LETTER FROM THE CHAIRS April 24, 2021 Dear Friends: Welcome to our Fifteenth Annual Celebration, “Weaving the Collaborative Fabric!” Though we are eager to see you all in person, we’re excited about this year’s unique virtual Celebration experience. We are extremely grateful to everyone who has contributed to the success of Celebration XV. We wish to send out a very special thanks to: • The Celebration Committee: Hal Bartholomew, Cathy Daigle, Emily De Falla, Diana L. Martinez, George Richardson, Bart Carey, Dawn Strachan, Christina Littlefield, Sharon Clark • CP Cal Director and Celebration Coordinator: Christine Maderos • The Resource Development Committee: Emily De Falla, Mark Phillips, David Fink, Tanya Prioste, Kathleen Faulkner, Paula Swensen, John Denny • The CP Cal Board • CP Cal President: Don Blythe, MBA, CPA, CDFA • Our Presenters and Plenary Speakers • Our Sponsors, Donors and Exhibitors • Catie Richman and Megan King from OnAdvertising • All of the Wonderful Collaborative Professionals ADDITIONAL INFORMATION FOR ATTENDEES Evaluations: We highly value and encourage your feedback. Please return Mental Health evaluations (REQUIRED for credit) to Sharon Clark at [email protected]. All other evaluations please return to Christine Maderos at [email protected] Continuing Education Credits: Certificates of Attendance will be emailed to you after the Celebration. Additional CEU information is available in this program book. Questions: If you have questions, please feel free to ask either of us or Christine Maderos. Warmly, Your 2021 Celebration Co-Chairs, Gary LaMusga, ChFC®, CDFA® Marcy Sharafian, Esq. 2021 CELEBRATION VIRTUAL EDITION Thank You to Our Celebration XV Sponsors Emerald Platinum Gold Dine Around Silver Bronze Clio Collaborative Practice San Mateo County Home Will Never Be The Same Again Collaborative Practice Marin Collaborative Practice Sonoma Tobriner Mediation Collaborative Practice San Francisco Wellness Break Divorce Mortgage Advisors Mindfulness Over Matters Advertisers A Better Divorce Collaborative Practice East Bay Personal Touch Concierge Service® Cathleen Collinsworth Family Law Software Sand Hill Global Advisors We couldn’t do it without you! 2021 CELEBRATION VIRTUAL EDITION WEAVING THE FABRIC of COLLABORATIVE PRACTICE TABLE OF CONTENTS Celebration Schedule .......................................... 1-2 Celebration Important Information .............................................................3-7 CP Cal Board of Directors ......................................8 CP Cal Member Groups and Delegates ....................................................9-10 Exhibitors................................................................. 12 Advertisers ........................................................ 13-25 2021 CELEBRATION VIRTUAL EDITION WEAVING THE FABRIC of COLLABORATIVE PRACTICE Celebration Schedule Friday, April 23rd ALL TIMES LISTED BELOW IN PACFIC DAYLIGHT TIME 9:009:00 a.m. to to12:15 12:00 p.m. p.m. Workshops 1: The Big Rocks: Preparing parties for settlement by identifying high-level shared values and goals. Skillin/Weber 2: “Whose Problem Is It?”: Understanding and Addressing Issues of Client Chemical Dependency Utilizing a Team Systems’ Approach. Clark/Nguyen/Ross 3: Change Your Mindset: The Common Misbeliefs About Collaborative, and How to Bury Them and Get Busy. Proudfoot 12:20 to 1:05 p.m. Virtual Exhibit Hall 1:05 to 3:05 p.m. Welcome and Kick-Off Plenary Chris Hargrave Coaching From The Heart: Simple Ideas to Connect with People in Life-Changing Situations 3:30 to 5:00 p.m. Workshops 4: Bill and Mary: The Rest of the Story. Amital/Hill/Prisote/Portanova/Proudfoot/Rapoport/Weber 5: The Overlooked Value of the Child Specialist as a Family Focused Facilitator in Collaborative Divorce & Mediation Meetings. Carey/Collinsworth/Fredenburg/Hughes 6: Saving the Golden Goose: Using CP to Save the Family Business. Heinzl CANCELLED 5:15 to 6:00 p.m. Virtual Exhibit Hall Conference of Delegates 6:00 to 7:00 p.m. Dine Arounds 1-5 7:15 to 8:15 p.m. Dine Arounds 6-9 1 2021 CELEBRATION VIRTUAL EDITION Celebration Schedule Saturday, April 24th 9:00 to 10:30 a.m. Workshops 7: Home Will Never Be The Same Again: A Guide for Adult Children of Gray Divorce. Fredenburg/Hughes 8: Tax Update Including The Tax Cuts and Jobs Act of 2017 (TCJA) and Family Law. Bartholomew/Bruatigam CANCELLED WS#8 recording to be offered at a later date 9: The Elephant in the Room: Bankruptcy and Divorce - What Else Could Go Wrong? Lee 10:40 to 11:10 a.m. Wellness Break 11:20 to 1:30 p.m. Saturday Keynote - Deborah Gilman Roll With It: Recognizing and Responding to Resistance 1:50 to 3:20 p.m. Workshops 10: Shifting Leadership to a Neutral Space in High Conflict Cases. Deyo-Ryan/Maier/Sobraske 11: Ethics and Team Communications: What You Don’t Know Can Get You Sued. Nobler/Ross 12: Dividing Public Plans. Madden/Nixon 3:30 to 4:15 p.m. Virtual Exhibit Hall 4:15 to 6:00 p.m. Saturday Social and Eureka Awards Sunday, April 25th 9:00 to 10:30 a.m. Workshops 13: Elder Care Mediation: Resolving Probate Disputes Through Supported and Collaborative Decision-Making. Gross 14: To Collaborate or Litigate? That Is The Question. Collinsworth/Hughes/Martinez 15: Beyond Collaborative, How Financial Neutrals Enhance Mediation. Faulkner/Leininger 10:40 to 11:10 a.m. Virtual Exhibit Hall 11:10 to 1:40 p.m. Closing Ceremonies and Plenary - Jarrett Green Stress Resiliency and Peak Performance for High-Stress Professionals: Science-Based Tools to Become a Happier, Healthier, and Better Professional. 2:00 to 3:00 p.m. Special Gatherings 1-5 2 2021 CELEBRATION VIRTUAL EDITION Celebration Highlights & Important Information HOW TO GET SUPPORT: 1: Visit the “Guides & Support” Section found on the Celebration Platform menu. Here you will find answers to common questions, user guides and short instructional videos. 2: Get Tech Support: contact our technical support team to get assistance with any issues related to Zoom, the Celebration platform or operational questions not covered under “Guides & Support.” 3 2021 CELEBRATION VIRTUAL EDITION Celebration Highlights & Important Information CP Cal Billable Hour PLEASE CONSIDER A CONTRIBUTION OF AT LEAST ONE BILLABLE HOUR We ask each of our members and supporters to consider a donation equivalent to at least one billable hour. Your financial support will allow us to reach more families in transition and more Collaborative practitioners. DONATE AT: CPCAL.COM or visit the Billable Hour Campaign page on the Celebration Platform. SEE YOU NEXT YEAR AT CELEBRATION XVI! THURSDAY APRIL 21 – SUNDAY APRIL 24, 2022 SONESTA REDONDO BEACH & MARINA REDONDO BEACH, CALIFORNIA CONTINUING EDUCATION CREDITS CP Cal Celebration XV is approved for the continuing education credits for the following professions: • CP Cal is approved by the California Psychological Association to provide continuing professional education for psychologists. CP Cal maintains responsibility for this program and its content. Provider # COL141; California Psychological Association is approved by the Board of Behavioral Science as a provider of CEUs for LMFTs and LCSWs. All mental health professionals must attend live virtual workshops in order to receive continuing education units. Certification of attendance cannot be awarded for attending recorded sessions. Mental Health professionals must complete evaluation forms immediately after attending the qualifying workshops and Plenary. The evaluation form is found in the materials tab on the Pathable site after clicking on the appropriate workshop. • Lawyers: CP Cal is a California State Bar, MCLE Multiple Activity Provider ID #15194 Lawyers are being offered over 24 hours of continuing education units throughout the conference including participatory for sessions attended and self-study for recorded sessions. To receive participatory credits, you must be present throughout the workshop. Attendance throughout the workshop will be confirmed by and through your login and logout and a code (or codes, depending on the duration of the program) provided during each qualifying session, that you must confirm. • Celebration XV is co-sponsored by Bartholomew & Wasznicky LLP for continuing education for CFPs. Bartholomew & Wasznicky LLP is an approved CFP® Board of Standards Sponsor #2647. • CPAs may be able to claim credits for the workshops as outlined below. No approvals have been obtained from either CA Society of CPAs or the Institute for Divorce Financial Analysts. CDFAs should check with the Institute for Divorce Financial Analysts to see if CP Cal provided workshops qualify. • CP Cal retains attendance records, has written educational goals and specific learning objectives, as well as a syllabus, and provides certificates of completion. In accordance with the standards of the National egistryR