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(Virtual) The Financial Neutral Role – It’s Not Just About the Numbers (for the International Academy of Collaborative Professionals)
September 14, 2021 @ 8:00 am - 9:30 am Eastern
Financial neutrals are valuable team members for cases of varying complexity – not just wealthy clients. Debbie May, partner and a director of the firm’s divorce litigation practice will join two other panelists at a Tuesday, September 14 webinar hosted by the International Academy of Collaborative Professionals (IACP) for a session entitled The Financial Neutral Role – It’s not Just About the Numbers. The experienced collaborative professionals will engage in an interactive conversation to discuss the role and use of a financial neutral team member in the collaborative process.
The panel session, which will be moderated by IACP board member Cheryl Panther, will explore the following topics in depth:
- Identify the skills and value that Collaboratively-trained financial neutrals bring to the table and how to communicate this to clients.
- Learn how financial neutrals work with clients and the professional team to support the financial decision-making process.
- Explore best practices for effective use and incorporation of the financial neutral in Collaborative cases.
To learn more about CBM’s expertise as a financial neutral within the collaborative divorce process, click here.