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CBM Professionals Complete CPTI Training in Mediation and the Collaborative Divorce

Wendy Moyers, CFP®, CDFA® and Jordan Egert, CPA, CFE, CDFA® attended training courses hosted by the Collaborative Practice Training Institute

July 27, 2018 (Bethesda, MD & Washington, DC) – Wendy Moyers, CFP®, CDFA®, and Jordan Egert CPA, CFE, CDFA®, respectively senior financial advisor and litigation support manager at Councilor, Buchanan & Mitchell P.C. (CBM), completed mediation and collaborative training hosted by the Collaborative Practice Training Institute (CPTI), to refine their advocacy skills and enhance their ability to help clients involved in the collaborative practice.

CPTI provides collaborative training to people of various occupations-from accountants, to lawyers and mental health professionals-who help clients solve disputes as professionally and respectfully as possible. The institute’s courses aim to “engage participants in identifying, developing and honing the interest-based negotiation and mediation skills required for professionals to satisfy the training requirements established by the International Academy of Collaborative Professionals (IACP).”

Jordan Egert Collaborative Divorce

Jordan Egert CPA, CFE, CDFA® Manager, Litigation Support

Wendy Moyers Collaborative Divorce

Wendy M. Moyers, CFP®, CDFA® Senior Financial Advisor

Moyers and Egert both attended the Introductory Interdisciplinary Collaborative Practice Training held September 15-16, 2017. Moyers also attended Mediation and Interest-Based Negotiation Skills Training March 1-4, 2017 which used hands-on learning tactics to teach participants how to better interact with clients on a personal and professional level while remaining a neutral advocate. The mediation training completed by Moyers and Egert provided industry knowledge required for both to deliver collaborative services to clients.

CBM Executive Vice President Debbie May CPA, CFP®, CDFA® also participated in the Introductory Interdisciplinary Collaborative Practice Training as an instructor.

CBM professionals participate in trainings and professional education throughout the year to stay current in their practice areas, which in turn helps them provide clients with up-to-date service.

PDF: CBM Professionals Complete CPTI Training