4^th Annual

Collaborative Law Spring Retreat

Austin Mar 7, 8-9, 2007 Hyatt Regency Austin
optional Wed Morning session
Conference Concluded

Buy

Related products: Materials

Overview

Discover new skills, explore collaborative law in a fun and interactive setting, and blaze a trail to a more productive practice. During this year's retreat, you'll learn to:

• Navigate the competitive and cooperative elements of negotiation
• Enrich the clients' journey; add value with client education
• Search the hidden treasure: the psychology of money
• Find new routes through familiar territory—creative settlement options for childrens' issues
• Share the adventure: case autoposy
• (and more!)

*The workshop "How to Build Your Collaborative Practice" will be on Wednesday, March 7. Presented by renowned collaborative expert, Liz Ferris, this one-day workshop will offer specific strategies for starting and building a successful practice. Please select on registration form (separate $225 registration fee). Register early, as space is limited to 50 registrants!

Event Schedule

Program is subject to change.
All times are Central Time Zone.

Time

Credit

Subject

Speaker
Wednesday Morning, Mar. 7, 2007
9:30 am

1.00 hr

How to Build Your Collaborative Practice

Designed for practitioners who have limited time and resources for marketing, this one-day workshop will offer specific strategies for starting and building a successful collaborative law practice. You will:
Learn how professionals in North America and the UK have successfully built collaborative law practices.
Discover the four essential components for building a collaborative law practice.
Identify why clients choose collaborative law.
Effectively define and communicate your collaborative law message.
Identify your ideal referral source and client.
Create an action plan for growing a collaborative law practice.
About the Presenter:
Liz Ferris of Ferris Consulting, specializes in assisting collaborative law professionals and groups who want to create and execute results-oriented marketing plans to expand the public’s interest in collaborative law.
Since 2001, Ms. Ferris has helped hundreds of collaborative professionals implement strategies for building a successful collaborative practice. She helped design and implement a nationwide marketing campaign for the International Academy of Collaborative Professionals (IACP), and has facilitated retreats across North America and the UK. *Workshop includes lunch and breaks.

Liz Ferris, Ferris Consulting - Milwaukee, WI

Time

Credit

Subject

Speaker
Thursday Morning, Mar. 8, 2007
8:00 am

Registration opens
9:00 am

0.50 hr
0.17 hr ethics

Leadership and Renewal

The adventure has just begun! Join the expedition to find the Holy Grail—Joy in your Collaborative Practice.

Jennifer Tull, Law Offices of Jennifer Tull - Austin, TX
9:30 am

0.50 hr
0.17 hr ethics

Lead from Behind

Discover the value that professionals bring to the collaborative process when they stop trying to control the outcome. Lawyers, venture outside of your comfort zone and into the wild world of possibilities with the help of allied professionals.

John P. Anderson, John P. Anderson, CPA - Austin, TX
Keith D. Maples, Noelke English Maples St. Leger LLP - Austin, TX
Hon. Patrice McDonald, County Court at Law 3 - Conroe, TX
Syd Sharples, Nicholls & Associates - Austin, TX
10:00 am

Break

Break
10:15 am

1.75 hrs

Navigate the Competitive and Cooperative Elements of Negotiation: An Interactive Negotiation Exercise

Experience the thrill of working with a team to successfully and skillfully navigate the sometimes turbulent waters of negotiation.
Thursday Afternoon, Mar. 8, 2007
12:00 pm

Networking Lunch
Included in registration

Networking Lunch
Included in registration
1:15 pm

1.25 hrs

Enrich the Clients’ Journey; Add Value with Client Education

Learn from allied professionals how to offer clients more than a divorce through the collaborative process. Find out how to maximize the clients’ experience with education.

Scott D. Clarke, Clarke Divorce Financial Consultants LLC - Bedford, TX
Mark R. Otis, Independent Practice - Dallas, TX
2:30 pm

0.50 hr

Blaze the Trail (But Take More than a Machete)

Unearth ways to keep yourself out of trouble in uncharted territory. Learn to outfit yourself and your office with the right protective gear.

Angela G. Pence England, Tindall & England, PC - Houston, TX
3:00 pm

Break

Break
3:15 pm

0.50 hr

Search for Hidden Treasure: the Psychology of Money

Why in the world are they arguing over airline miles? Take a trek through the tangled-up jungle of clients’ emotions about money and stuff.

David Brunson, Lifeway Financial Corporation - Plano, TX
3:45 pm

0.50 hr

Know Before You Go; Pay Attention to Travel Advisories

Why do some collaborative cases detour to litigation? Excavate the ruins for root causes of unsuccessful collaborative cases. A prepared and knowledgeable explorer is a successful explorer.

Richard C. Price, The Price Law Firm - Fort Worth, TX
4:15 pm

1.00 hr
0.25 hr ethics

Share the Adventure: Case Autopsy One

Take a walkabout into a real collaborative case guided by the authentic native collaborative team. Get the inside story of what worked and what didn’t work.

Scott D. Clarke, Clarke Divorce Financial Consultants LLC - Bedford, TX
Steven E. "Jake" Jacobson, CCD Counseling - Denton, TX
Darcy Elizabeth Loveless, Denton, TX
Camille Milner, Camille Milner, P.C. - Denton, TX
5:15 pm

Adjourn to reception

Adjourn to reception

Time

Credit

Subject

Speaker
Friday Morning, Mar. 9, 2007
8:00 am

1.00 hr

Catch the Worm!

As in “the early bird catches the worm,” rise and shine, for the optional early morning break-out meetings with members of your profession. Join your colleagues for continental breakfast and to discuss collaborative topics of specific interest to you. Also, be the first to hear about two, new CLI-TX member benefits!
9:00 am

0.75 hr
0.17 hr ethics

Pack a Flashlight and Venture Into the Shadows

Each case presents uncharted territory—unseen advisors, “shadow proxies,” hidden agendas, unspoken wants and needs—all are part of the process. Learn to sniff out and tame what lurks in the shadows and behind the scenes.

Janice Loy Green, Farris & Green - Austin, TX
9:45 am

1.00 hr
0.17 hr ethics

Find New Routes Through Familiar Territory—Creative Settlement Options for Children’s Issues

The collaborative process encourages divorcing parents to find unique solutions for their families. Experienced guides reveal unique substantive solutions to child-related issues.

Larry Hance, Hance & Wickham PC - Dallas, TX
Honey A. Sheff, Honey A. Sheff Ph.D, P.C. - Dallas, TX
10:45 am

Break

Break
11:00 am

1.00 hr
0.17 hr ethics

Find New Routes Through Familiar Territory—Creative Settlement Options for Property Issues

As with children’s issues, the collaborative process allows clients to explore and create unique solutions for meeting their financial needs and allocating the marital estate. Survey the financial professional’s tool kit and find creative, substantive solutions to formidable property-related issues.

Jacqueline L. Taylor, Houston, TX
Friday Afternoon, Mar. 9, 2007
12:00 pm

Pick up Box Lunch
12:15 pm

1.50 hrs
0.25 hr ethics

Meet New People, Learn New Things: Round Table Discussion

Investigate how those outside of your sphere handle various collaborative issues. Immerse yourself in various substantive issues with people who hail from other
cities, other backgrounds, and other professions.

Norma Levine Trusch, Houston, TX
1:45 pm

Break

Break
2:00 pm

1.00 hr
0.25 hr ethics

Follow in the Footsteps of the Masters: Case Autopsy Two

Does it sometimes seem everyone else was given a map, while you struggle through the maze without a clue? Let master collaborators show you the way.

David Brunson, Lifeway Financial Corporation - Plano, TX
Kevin R. Fuller, Koons, Fuller, VandenEykel & Robertson, - Dallas, TX
Linda Solomon LPC, Collaborative Consultant - Dallas, TX
3:00 pm

General Session Adjourns

General Session Adjourns
3:15 pm

1.00 hr

For Those Who Want More…

An optional, post-conference “fireside chat” for anyone who wants more of the collaborative experience. This is the place to discuss your ideas for improving the process, find out more about CLI-TX, ask questions about marketing, talk about practice groups and mentoring, and get information on just about any topic related to the collaborative process. Join your fellow explorers for a lively, informal discussion facilitated by collaborative professionals and members of the retreat planning committee.
4:45 pm

Adjourn

Adjourn

Download Schedule

Conference Faculty

John P. Anderson

John P. Anderson, CPA
Austin, TX

David Brunson

Lifeway Financial Corporation
Plano, TX

Scott D. Clarke

Clarke Divorce Financial Consultants LLC
Bedford, TX

Liz Ferris

Ferris Consulting
Milwaukee, WI

Kevin R. Fuller

Koons, Fuller, VandenEykel & Robertson,
Dallas, TX

Janice Loy Green

Farris & Green
Austin, TX

Larry Hance

Hance & Wickham PC
Dallas, TX

Steven E. "Jake" Jacobson

CCD Counseling
Denton, TX

Darcy Elizabeth Loveless

Denton, TX

Keith D. Maples

Noelke English Maples St. Leger LLP
Austin, TX

Hon. Patrice McDonald

County Court at Law 3
Conroe, TX

Camille Milner

Camille Milner, P.C.
Denton, TX

Mark R. Otis

Independent Practice
Dallas, TX

Angela G. Pence England

Tindall & England, PC
Houston, TX

Richard C. Price

The Price Law Firm
Fort Worth, TX

Syd Sharples

Nicholls & Associates
Austin, TX

Honey A. Sheff

Honey A. Sheff Ph.D, P.C.
Dallas, TX

Linda Solomon LPC

Collaborative Consultant
Dallas, TX

Jacqueline L. Taylor

Houston, TX

Norma Levine Trusch

Houston, TX

Jennifer Tull

Law Offices of Jennifer Tull
Austin, TX

Planning Committee

Kristen A. Algert—Co-Chair

Aulsey, Algert, Robertson & Flores, LLP
Austin, TX

Deborah Slye Miller—Co-Chair

Deborah Slye Miller PC
Dallas, TX

Scott D. Clarke

Clarke Divorce Financial Consultants LLC
Bedford, TX

Elva Cockrell Godwin

Short Jenkins Kamin, L.L.P.
Houston, TX

Janice Loy Green

Farris & Green
Austin, TX

Mike Gregory

Denton Family Law
Denton, TX

Hollis Levy

The University Of Texas School of Law
Austin, TX

Mark R. Otis

Independent Practice
Dallas, TX

Angela G. Pence England

Tindall & England, PC
Houston, TX

Julian Napier Schwartz

Law Offices of Sam C. Bashara
San Antonio, TX

Syd Sharples

Nicholls & Associates
Austin, TX

Tracy B. Stewart

Stewart Financial Consulting
College Station, TX

Jennifer Tull

Law Offices of Jennifer Tull
Austin, TX

Credit Info

Austin

MCLE Credit

Texas – 13.25 hrs | 2.00 hrs Ethics

You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.

Other Credit

TX Accounting CPE – 15.00 hrs

The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.

Contact us at accreditation@utcle.org if you have additional questions.

TX Licensed Social Worker – 0.00 hr

http://www.dshs.state.tx.us/socialwork/

Key Dates

Austin – Mar 7*, 8-9, 2007 – Hyatt Regency Austin

*optional Wed Morning session

Conference Concluded

Buy

Austin

Standard Registration
Last day for $450.00 Regular pricing: Feb 28, 2007

$500.00 for registrations received after this time

Last day for cancellation (full refund): Mar 2, 2007

$50 processing fee applied after this date

Last day for cancellation: Mar 5, 2007

Venue

Hyatt Regency Austin

208 Barton Springs Road
Austin, TX
512.477.1234 (reservations)

Accommodations

$169.00 good through Feb 14, 2007

Parking Information

$5 self-parking

Our Sponsors

Thank you to our sponsors! Click each logo below to learn more.

Collaborative Law Institute of Texas

Collaborative Law Institute of Texas

4th Annual

Collaborative Law Spring Retreat

Austin Mar 7*, 8-9, 2007 Hyatt Regency Austin *optional Wed Morning session Conference Concluded

Buy

Related products: Materials

Overview

Event Schedule

Wednesday Morning, Mar. 7, 2007

Thursday Morning, Mar. 8, 2007

Thursday Afternoon, Mar. 8, 2007

Friday Morning, Mar. 9, 2007

Friday Afternoon, Mar. 9, 2007

Conference Faculty

John P. Anderson

David Brunson

Scott D. Clarke

Liz Ferris

Kevin R. Fuller

Janice Loy Green

Larry Hance

Steven E. "Jake" Jacobson

Darcy Elizabeth Loveless

Keith D. Maples

Hon. Patrice McDonald

Camille Milner

Mark R. Otis

Angela G. Pence England

Richard C. Price

Syd Sharples

Honey A. Sheff

Linda Solomon LPC

Jacqueline L. Taylor

Norma Levine Trusch

Jennifer Tull

Planning Committee

Kristen A. Algert—Co-Chair

Deborah Slye Miller—Co-Chair

Scott D. Clarke

Elva Cockrell Godwin

Janice Loy Green

Mike Gregory

Hollis Levy

Mark R. Otis

Angela G. Pence England

Julian Napier Schwartz

Syd Sharples

Tracy B. Stewart

Jennifer Tull

Credit Info

MCLE Credit

Other Credit

Key Dates

Venue

Hyatt Regency Austin

Accommodations

Parking Information

Our Sponsors

Collaborative Law Institute of Texas

Stay in the loop with UT Law CLE

4^th Annual

Austin Mar 7, 8-9, 2007 Hyatt Regency Austin
optional Wed Morning session
Conference Concluded