Event Calendar

Upcoming events

    • September 13, 2018
    • 2:00 PM - 4:00 PM
    • One Preserve Parkway, Suite 101 Main Conference Room, Rockville, MD

    Thursday September 13 and Friday September 14, 2018 

    Building Your Professional Practice:  A Workshop

    Our next workshop is scheduled for two consecutive days:

    2 Hours Thursday and 2 Hours Friday, September 13 and Friday September 14

       

         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.

     

        The Workshop will be held in the main conference room of XML Financial Group, One Preserve Parkway, Suite 120, Rockville.  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 healthy snacks are made available at no charge.  Cost for the two sessions is $100.00 for MCDR members, $150.00 for non-members.  The $150.00 charge for non-members can be applied in total to a first year MCDR membership.  At the end of the Workshop a certificate for 4 hours of ADR related C.E. will be issued to each participant.

     

         This workshop includes handouts, an interactive presentation, and discussion covering several topics.  In preparation for day one, so that a class roster can be developed, please submit your complete contact information.  Also at the start of our first session you will be asked to introduce yourself to the group.  To that end, please prepare a brief thirty second "Elevator Speech" introducing yourself.  This brief presentation should include who you are and what you do.  Take this opportunity to role play a first encounter with with a prospect you hope to turn into a client.  Ask for an appointment; ask for a referral, "Is there anyone else you know who I should speak with...."  


         Topics to be covered include, but are not limited to:   

     

                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

                            4-quadrant personality types 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 and branding

                            Marketing your practice

                                        Ethical restrictions and limitations

                                        Print material

                                        Using Social Media

                                        Active or passive website

                                        LinkedIn or 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 1 will focus on Sales and Sales Strategies; Day 2 will focus on Marketing Strategies and Branding.  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:  Barry@FinancialsofDivorce.com with your contact information and intent to join the workshop.  Upon receipt of your e-mail you will be sent a confirming e-mail.


         Please make out your check to Barry Weissman and mail to:


              The Maryland Council for Dispute Resolution

              10319 Westlake Drive, Suite 247

              Bethesda, MD 20817


      

         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 $100.00 for MCDR members, $150.00 for non-members.  The $150.00 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             

     

     

    • October 11, 2018
    • 2:00 PM - 4:00 PM
    • One Preserve Parkway, Suite 120, Rockville, MD

    The Many Meanings of Money:

    An Advanced Workshop in Property Mediation for High Asset Individuals:

    Real Estate Holdings, Small Business Assets, and Financial Issues

    Thursday October 11 and Friday October 12, 2018

         Applying Facilitative mediation skills and techniques to those several issues of high asset individuals and married couples gong through divorce present an interesting challenge.  This workshop intends to offer guidance, what the mediator needs to know, ask, and how to frame financial and property conflicts in order to assist high asset individuals develop a reasonable and equitable financial and/or real property settlement.  Cultural issues aside for the moment, many high asset individuals residing in this tri-state region have business holdings and interests, real estate properties, bank accounts and financial interests across the USA and for that matter, the world.    

         The concept of "Money" means many different things to people, including high asset individuals and couples.  Gender, age, culture also play a very significant role.  For the mediator finding themselves participating in a high asset conflict, the question becomes,  "What is this “thing” called money?  Can you speak the "language" of money?  What is the difference between money and currency.  What is "Blockchain"?  "Cryptocurrency"?  "Arbitrage"?  What are Stocks, Bonds, and Derivatives?  As mediators, in order to communicate with this client we need to know how to speak the language of high asset individuals.  You might find surprising this language applies to our personal finances as well:  Annuities, Pension Plans, Mortgages, Auto Loans and Credit Cards.  We have all heard of these things; many of us have these things.  Have you read the fine print and footnotes? 

        This Workshop is an advanced Master Class for mediators practicing Facilitative and/or Evaluative mediation.  You will have taken 40-hours of basic mediation and/or divorce mediation training.  An advanced 20-hours training in property mediation would be very helpful although not required for this workshop.  This workshop is recommended for those mediators interested in going to the next level:  Mediating those 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.   Framing financial issues associated with Tangible assets

    6.   Framing financial issues associated with Intangible assets

    7.   Out-of-state and international asset holdings

    8.   Considering family owned business assets and values

    9.   Understanding Form 1040, Schedules E, D, and C

    10.  Investment fees, costs to carry, negative interest rates and the inheritance

    11.  Insurance and derivative financial assets

    12.  Understanding the estate plan and situational trusts: Special Needs

    13.  Understanding regulated pensions under ERISA, OPM, and the Military

         Each 2-hour workshop will run on two consecutive days, Thursday and Friday from 2:00-4:00-ish, October 11 and October 12.  They will be held in the main conference room of XML Financial Group, 1 Preserve Parkway, Suite 120, Rockville.  Street parking is free; guest parking for a fee is located adjacent to the building.

         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 healthy snacks are made available at no charge.

         To guarantee a seat your registration and payment in full must be received at least two-weeks prior to the start of the first two-hour session. 

         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.  A certificate for 4 hours of ADR related C.E. will be issued to participants at the end of the workshop.

         Please make your check out to Barry Weissman and mail to:

                 Maryland Council for Dispute Resolution

                 Attn: Treasurer

                 10319 Westlake Drive, Suite 247

                 Bethesda, MD 20817

         

         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 please visit  www.TheFinancialsofDivorce.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.  E-Mail: Barry@FinanacialsofDivorce.com

    For more information or if you have any questions please call:

    (314) 223-2661 or e-mail


    • December 06, 2018
    • Doubletree Hotel, Annapolis, MD

                


    Preliminary Announcement

    Maryland Mediators this is your moment…

    It’s your time to join your mediation colleagues to discuss important topics on:

    • §  Ethics
    • §  Diversity in a polarizing society
    • §  Making the case for mediation to nonbelievers
    • §  Social media: The crux of conflict or community?
    • §  The power of self-determination – The numbers
    • §  Career paths for new mediators
    • §  What does it entail to build a thriving private practitioner practice?
    • §  What does it mean to run a contemporary/flourishing Community Mediation Center?
    • §  Mediation in the public sector - Developing constituencies for mediation services
    • §  Streamlining your everyday operations through resource sharing
    • §  Understanding the opportunities for mediating for the courts – qualifications and responsibilities
    • §  To Community Conference or Mediate?
    • §  Using technology and confidentiality
    • §  And much more

     

    If not us, then who? Are you up for the challenge? Then join us at the 2018 Maryland Mediators Convention December 7th at the Double Tree Hotel in Annapolis. It’s gonna be Super!  

    Registration Form

    Plus, you’ll have opportunities to network with ADR professionals from around the state; meet with key organizations and educational institutions about resources they offer to help you grow in the field....  More Information to Follow!


            
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