2016/17 Master Classes for Mediators


Two Master Classes are currently being offered in March, 2017 & April, 2017


April:  The Many Meanings of Money

A Workshop Mediating Financial Issues in High Asset Divorce or Property Cases


March 17 & 24:  Building Your Professional Practice

A Workshop on How to Start Your Practice or Take Your Practice to the Next Level


April, 2017

The Many Meanings of Money:

A Workshop Mediating Financial Issues

Applying facilitative mediation skills and techniques to high asset individuals or couples dealing with financial and property issues present a bit of a conundrum, especially for those individuals residing, or owning a business or property in equitable distribution states.  This workshop is intended to offer guidance, what the mediator needs to know, ask, and how to frame financial and property distribution issues.  Initially this master class was directed to mediating high asset divorce cases, the principles involved are the same for a mediation involving any level of assets.  The key word is "Assets."  The parties should own a fair amount of investments, business, or real estate assets.  They might be the beneficiaries of a trust fund, hold patents, or are high income earners.     

Money means so many different things to people.  Yet, what is this “thing” we call money.  How can the mediator even fain to mediate without a clear understanding of how money works, what it can do, and how to determine what it means to each individual in the room.  The world has truly changed over the past ten to fifteen years.  the song no longer goes:  "Money, Money, Money, Money.  A Mark, a Yen, a Buck or a pound...."  These days the refrain goes more like: "A Euro, a Yuan, a Buck or a Bitcoin."  Do you speak the language?

This is an advanced master class for mediators.  You will have taken 40-hours of basic mediation training.  An advanced 20-hours training in property mediation would be helpful although not required for this workshop.  This workshop is recommended for any mediator interested in going to the next level:  Mediating higher asset cases.  

Topics will include, but are not limited to:

  • 1.      Money as fungible, a store of value:  Salt, spices, and gold
  • 2.      “Transactional” cash and electronic currencies: Bitcoin and blockchain-hybrid
  • 3.      Asset classes:  Tangible and Intangible
  • 4.      Personalities types, education, gender and culture:  How each relates to their money
  • 5.      Determining financial values associated with Tangible & Intangible assets
  • 6.      Out-of-state, community property and international asset holdings
  • 7.      Considering family owned business assets and values
  • 8.      Understanding Form 1040, Schedules E, D, and C
  • 9.      Investment fees, costs to carry, negative interest rates and the inheritance
  • 10.    Insurance and derivative financial assets
  • 11.    Understanding the estate plan and situational trusts: Special Needs
  • 12.    Understanding pensions under ERISA, OPM, and the Military: QDROs, Court Orders, and the Bangs              Distribution

Each 2-hour workshop will run on two consecutive Friday afternoons in April, from 2:00 until 4:00, The exact date will be announced soon  The workshops will be held in Rockville, 1 Preserve Parkway, Suite 120 in the main conference room.  Street parking is free; guest parking for a fee is located adjacent to the building.

Class size is limited to 7 participants on a first come first serve basis.  Coffee, hot tea, cold bottled water and soft drinks as well as candy are made available at no charge.

Registration and payment in full must be received at least two-weeks prior to the start of the first two-hour workshop. Upon receipt of your e-mail statement of intent to participate, including contact information you will be registered.  Once payment is received you will be sent via e-mail various links to financial calculator websites and proprietary spreadsheet templates.

Cost for the two sessions is $150.00 for MCDR members, $200.00 for non-members.  Non-members will also receive with their paid registration a one-year membership in MCDR.


Since 2008 Barry M. Weissman CDFA™, Certified Divorce Financial Analyst, has been Principal and Owner of Barry M. Weissman & Associates, d.b.a. The Financials of Divorce:  Marriage and Family Mediation.  For 30 years prior, Mr. Weissman was a fee-only financial advisor and estate planner.  Prior to that Mr. Weissman was Series 7 licensed as a registered representative; his U-4 is found on the SEC website.  Mr. Weissman did not renew his Series 7 and license in Life & Health Insurance in the late 1980s.  His C.V. is offered on LinkedIn.  For directions and more information please visit: www.TheFinancialsofDivorce.com

To register please respond to Barry Weissman with the following information:

Name:

Address:

Address:

E-mail:                                                                       Phone:

Description of Practice:

Please Note:  In order to complete your registration you must mail your check made payable to Barry Weissman at least two weeks prior to the start of the workshop:

Barry Weissman

The Maryland Council for Dispute Resolution

10319 Westlake Drive, Suite 247

Bethesda, MD 20817

Cell Phone:  (314) 223-2661

E-mail:  Barry@FinancialsofDivorce.com


Cancellations: A full refund will be made with one week's notice of your need to cancel.  Please allow two weeks to receive your refund. 


 *************************************************

March 17 & 24, 2017 

Building Your Professional Practice:  A Workshop

Our next workshop is scheduled for two consecutive Fridays, March 17 &24

This workshop is presented jointly by MCDR and Barry M. Weissman & Associates, illustrating one of the many benefits given your membership in MCDR.  As described below, this presentation offers you as a participant the opportunity to self-assess and apply those recognized, tried and tested tools with which to establish and improve your practice.  Please continue reading for more information and to register.

 

Are you just starting out or have you reached a plateau, now wishing to grow or expand your professional practice? Barry, drawing on his over forty years of highly successful business and sales experience, will personally lead this workshop.  Barry's C.V. can be found on LinkedIn.

 

Each two hour workshop runs on two consecutive Friday afternoons, from 2:00-4:00.  Workshops are held in Rockville, One Preserve Parkway, Suite 120 in the main conference room.  Street parking is free; guest parking for a fee is located adjacent to the building.

 

Directions may be found at www.TheFinancialsofDivorce.com.

 

Class size is limited to 7 participants on a paid, first come first serve basis.  Coffee, hot tea, cold bottled water and soft drinks as well as candy are made available at no charge.  Cost for the two sessions is $75.00 for MCDR members, $100.00 for non-members.  The $100.00 charge for non-members can be applied in total to a first year MCDR membership. 

 

As an abbreviated example of the material to be covered:  This workshop includes handouts, an interactive presentation, and discussion covering several topics:

 

            Your Personal Inventory:  Human Capital

                        Strengths as you see them

                        Strengths as others see them in you

                        Talents and gifts

                        Education

                                    Formal

                                    Life Experience

                                    Professional Training

                        Personality type from a sales perspective

                        Sales training

                                    Speaking

                                    Telephone skills

                                    Appearance

                                    Concept sale  (Intangible) vs. product (Tangible) sale

                                    Service, service, service

                                    Maintenance sales and referrals

 

            Selling Yourself  =  Selling Your Professional Practice

                        On your own

                        Partnerships

                        Alliances and networking

                        Colleague as competitor

                        Developing a market niche

                        Marketing your practice

                                    Ethical restrictions and limitations

                                    Print material

                                    Using Social Media

                                    Active or passive website

                                    LinkedIn

                                    Presenting your C.V. to a prospect

                                    How to get hired or “closing the sale”

                                    Reputation building                                                    

           Just Starting Out?  What you need to do before hanging out the shingle.

           Been Doing It for a While?  Prepping your business for sale.

           What you might have missed or what you might want consider changing

                        Your business plan, if you have one

                        Liability and E&O Insurance

                        Home office or office rental

                        Business structure

                                    Sole Proprietorship

                                    Sub-S

                                    LLC

                                    IRS Hobby classification

                        Mission Statement

                        Banking issues and accounting for a retainer

                        Monthly Client Statements

                        Fee structure and disclosure

                        Forms:  Agreements and Documents

 

Day 2 will include a further discussion of various sales techniques and marketing strategies.  In order to personalize the discussion, making it more relevant, participants are invited to prepare topics, issues and questions for discussion during the workshop.

 

Please e-mail me:  Barry@FinancialsofDivorce.com with your contact information and intent to join the workshop. Follow up your e-mail with your check made out to Barry Weissman mailed to:


Barry Weissman, Treasurer

The Maryland Council for Dispute Resolution

10319 Westlake Drive, Suite 247

Bethesda, MD 20817


Once the e-mail is received I will get back to you with confirmation.

 

  

Class size is limited to 7 participants on a paid first come, first serve basis.

 

Cancellations:  A full refund will be made with one week’s notice of your need to cancel.  Please allow two weeks to receive your refund.

 

Cost for the two-session workshop is $75.00 for MCDR members, $100.00 for non-members.  The $100.00 charge for non-members can be applied to a first year MCDR membership.  Again, in order to complete your registration you must send in your check made payable to Barry M. Weissman.

 

Cell Phone:  314-223-2661

E-mail:  Barry@FinancialsofDivorce.com             

 

*****************************************************


 


--
            
Maryland Council for Dispute Resolution
10319 Westlake Drive, Suite 247
 Bethesda, Maryland   20817

 Come home to MCDR Visit Us on Facebook
 Send us an e-mail

MCDR is the oldest membership-based organization in Maryland dedicated to promoting the use of mediation and supporting

the mediation profession.  We have a proud history of successfully advocating for allowing multiple professions to practice mediation,

halting attempts to restrict the practice some fifteen years ago.  MCDR is the first organization to establish performance based criteria

now in use as a national model, part of an ongoing dialogue on quality assurance and mediator credentials.


Powered by Wild Apricot Membership Software