Financial Neutral Membership Application

Membership in the Tampa Bay Academy of Collaborative Professionals (TBACP) is selective. Meeting all membership criteria does not guarantee an invitation to membership. The process is confidential, discretionary, and non-appealable.

All Applicants Must:

Have participated in at least three collaborative cases as a team member, not an observer. The three cases may include pro-bono and modest means matters.
Have successfully completed a minimum of 14 hours of live training (in person or virtual), Basic or Intermediate Interdisciplinary Collaborative Family Law Training Program.
Undergo an interview with the membership committee.
Be sponsored by two (2) TBACP members, preferably members with whom the applicant has had a collaborative, litigated, or mediated family law case. One of the sponsors must be a member of the applicant’s profession. Neither sponsor may share the applicant’s employer.
Hold membership in the International Academy of Collaborative professionals.
Complete the standardized membership application for their profession.
Complete at least one (1) 30-hour approved mediation course, unless exempted by the Board of Directors due to substantial experience.

Financial Neutral Applicants Must:

Hold a financial professional license or designation in good standing.
Uphold the highest ethical standards in both personal and professional conduct.
Have a minimum of five (5) years of practice experience working with marital and family law cases within one of the following professions:

( ) CFP –Certified Financial Planner and CDFA – Certified Divorce Financial Analyst

( ) CPA – Certified Public Accountant

( ) CA – Chartered Accountant

( ) CMA – Certified Management Accountant

( ) CGA – Certified General Accountant

( ) ChFC – Chartered Financial Consultant

Reflect at least twenty hours (20) of accumulated continuing education in the financial fundamentals of divorce, including:

( ) Divorce procedures

( ) Property – valuation and division

( ) Pensions and retirement plans

( ) Budgeting (income and expenses)

( ) Child and spousal support

( ) Future income projections

( ) Financial implications of settlement

( ) Business valuation

( ) Forensic accounting

Meeting these criteria allows an applicant to be considered for membership. Admission is determined through a confidential and selective process conducted by the Membership Committee and Board of Directors.

I BASIC INFORMATION

Applicant Name:

Firm Name:

Address:

City:

State:

Zip Code:

Phone:

Email:

Website:

What is your Florida license number or numbers?

When were you first licensed to practice in the State of Florida?

Are you currently in good standing within your licensed discipline?YesNo

Are you a member of the International Academy of Collaborative Professionals?YesNo

Approximately how much of your practice, in the preceding ten-year period, has been devoted to the area of Family Law? What % ? If not 100%, please identify the other area(s) of law in which you practice and describe the make-up of your practice in the preceding ten-year period.

Have you had any prior disciplinary actions by the Florida Department of Business and Professional Regulation resulting in a finding of just cause?YesNo

If yes, please state the year and describe.

II SPONSORS (These must be TBACP members, preferably with whom you have had any type of case. One of the sponsors must be a member of your profession. Neither sponsor may share your employer. )

Sponsor #1 Name:

Firm Name:

Address:

City:

State:

Zip Code:

Phone

Profession:

Sponsor #2 Name:

Firm Name:

Address:

City:

State:

Zip Code:

Phone

Profession:

III COLLABORATIVE LAW TRAINING:

Basic or Intermediate Training

Date:

Number of Hours:

Place/Sponsoring Organization:

Instructor(s):

Additional Basic or Intermediate Training

Date:

Number of Hours:

Place/Sponsoring Organization:

Instructor(s):

Advanced Training

Date:

Number of Hours:

Place/Sponsoring Organization:

Instructor(s):

IV MEDIATION TRAINING

Date:

Number of Hours:

Place/Sponsoring Organization:

Instructor(s):

V COLLABORATIVE EXPERIENCE

How many total collaborative law cases (i.e. with signed participation agreements) have you handled?:

How many of those cases have been within the last three years?

Please provide details of three collaborative cases, with signed Participation Agreements, in which you have participated as a team member: (Client names and case numbers redacted)

Collaborative Case #1

Approximate date of commencement:

Approximate date of conclusion:

Nature of the matter (i.e. divorce, post-judgment matter, etc):

Names and roles of all other collaborative professionals or observers:

Collaborative Case #2

Approximate date of commencement:

Approximate date of conclusion:

Nature of the matter (i.e. divorce, post-judgment matter, etc):

Names and roles of all other collaborative professionals or observers:

Collaborative Case #3

Approximate date of commencement:

Approximate date of conclusion:

Nature of the matter (i.e. divorce, post-judgment matter, etc):

Names and roles of all other collaborative professionals or observers:

VI CASES WITH CURRENT MEMBERSHIP

Please review the current members at the TBACP website here (www.tbacp.org) abd list below all current TBACP members with whom you have had a case, whether collaborative or otherwise:

VII ACKNOWLEDGMENT

By making this application, you agree that if you become a TBACP member, you will:

Make best efforts to regularly attend general membership meetings, participate in or observe at least one (1) collaborative case (including pro bono) each fiscal year, and attend continuing education in collaborative practice.
Maintain continuous membership in the IACP.
Agree to and reaffirm the mission of TBACP.
Maintain Florida Bar membership in good standing and notify the Co-Chairs in writing of any change.
Notify the Co-Chairs in writing of any grievance proceedings which result in private or public reprimand, suspension, or disbarment.
Adhere to TBACP practice protocols.
Pay all dues or other assessments within thirty (30) days of billing or other notification in writing.
Provide annual or any other required reporting of compliance with all ongoing requirements for TBACP membership, recognize that the requirements may change from time to time, and agree to maintain up-to-date familiarity with these and all requirements listed on the Members section of the TBACP website.

By signing this application, you are representing that the above information is true and correct to the best of your knowledge. You also agree to all membership requirements and recognize that if you become a member of TBACP, select membership privileges or membership itself may be suspended upon failure to comply with all requirements of membership.

Signed:

Date

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Financial Neutral Membership Application

Financial Neutral Membership Application

Financial Neutral Membership Application

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