Mediation and the Role of the Financial Neutral

2.5 (2 votes)

Recorded On: 09/22/2022

The intersection of mediation and CDFA work provides an opportunity for financial professionals to work closely with their clients to find mutual agreements outside of the litigation system.  Often as CDFAs, we work with an individual to help them through their divorce, but the financial neutral role gives you a unique opportunity to help a couple find solutions that will benefit them individually and as a family unit.  This panel of mediators and CDFAs will discuss the different roles of the financial neutral in divorce, how CDFAs can work collaboratively with mediators, as well as real world examples of successful... and not so successful... integrations between mediation and financial neutrals.  Come join us to better understand the financial neutral role and how you can integrate it into your practice today.

Approved for one (1) hour of CDFA Continuing Education Credit

Robert Bordett, CFP, CDFA

Founder

Collaborative Practice and Mediation Services

Bob Bordett is the founder of Collaborative Practice and Mediation Services, Inc.  He is also one of the founders of Divorce Innovations.  He is a financial neutral working with couples, families, and business.  He also serves as a mediator and arbitrator.

Bob is registered with the Georgia Commission on Dispute Resolution as a mediator and arbitrator.  He is a Certified Financial Planner (CFP) and a Certified Divorce Financial Analyst (CDFA).  He is the past president of the Collaborative Law Institute of Georgia, Inc., past board member of the International Academy of Collaborative Professionals, founding member of the Atlanta Collaborative Divorce Alliance, founding member of Academy of Professional Family Mediators, a board member of the Association of Divorce Financial Planners, Treasurer of Academy of Professional Family Mediators, and a board member of Professional Mediator Board of Standards.

Bob has written many articles on financial issues in divorce and has appeared on CNN Sunday Morning News.  He has taught classes on financial issues in Collaborative Divorce and mediation throughout the U.S.

Bob is a member of the International Academy of Collaborative Professionals, Institute of Divorce Financial Analysts, Association of Divorce Financial Planners, and Academy of Professional Family Mediators.

Amanda Singer

Esq.,MDR,CDFA

West Coast Family Mediation Center

Amanda Singer is a proud co-founder and professional family mediator of West Coast Family Mediation Center, working with clients all throughout California. We are dedicated to helping families deal with conflict constructively and find ways to improve communication, solve problems, and reach agreements on legal and non-legal issues. I have seen litigation destroy relationships. I am passionate about mediation, which helps our clients maintain a relationship and get to the heart of the issues that are causing conflict. We help families through all stages of life including pre-marital mediation, marital mediation, divorce mediation, parenting plans, blended family mediation, and estate planning distribution. Our goal is to help educate you on the benefits of mediation and see how we can help.  I have my JD from Chapman University School of Law as well as my Masters in Dispute Resolution from The Straus Institute of Dispute Resolution at Pepperdine University School of Law. I have completed extensive mediation training, including certification as a Certified Divorce Financial Analyst (CDFA)

Kristyn Carmichael

Esq, CDFA

Couples Solutions Center

Kristyn Carmichael is a licensed Arizona attorney, professional mediator, and CDFA.  As the owner of Couples Solutions Center, she assists couples through premarital and divorce mediation to find mutually agreeable solutions that support their future and their families.  She additionally provides divorce education and divorce financial coaching as Ms. Confinance (confidence + finance) for those going through their divorce process.  When she isn't assisting her clients with a simple, supportive approach, Kristyn is the Training Director for the Lodestar Dispute Resolution Center at Arizona State University College of Law.

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Recording: Mediation and the Role of the Financial Neutral
Open to view video.
Open to view video. The intersection of mediation and CDFA work provides an opportunity for financial professionals to work closely with their clients to find mutual agreements outside of the litigation system. Often as CDFAs, we work with an individual to help them through their divorce, but the financial neutral role gives you a unique opportunity to help a couple find solutions that will benefit them individually and as a family unit. This panel of mediators and CDFAs will discuss the different roles of the financial neutral in divorce, how CDFAs can work collaboratively with mediators, as well as real world examples of successful... and not so successful... integrations between mediation and financial neutrals. Come join us to better understand the financial neutral role and how you can integrate it into your practice today.
Certificate
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available