Victoria Smith, JD, C.Med., Cert.CFM (FMC); Deborah Graham, BA, LLB and Sheila Brown, MSW, RSW, Acc.FM (OAFM)

The presenters, including Jane Tremblay, CFP?, will distribute and explore team protocols (along with checklists, precedents, client handouts, sample questionnaires and agreements) that define and examine each step of a well-honed, cost effective Collaborative process. These protocols offer standardization to reduce cost, clarify roles, and support mindful process design for each case.