CPDR Member Dashboard

Join our Collaborative Practice Facebook Group!

Events & Annoucements

Study Group

Study groups are held on the first Wednesday of every month at 9:00 a.m. by Zoom.  The remaining 2023 Study Group dates are currently scheduled for: June
Read More →

New Course! CP – The Next Level

Are you looking to enhance your CP skills? Have you completed the Introductory Collaborative Practice Training but not opened as many cases as you would
Read More →

Upcoming Events – Save the Date!

Study Group – November 3, 2021 – 9am via ZOOM – Topic: The Next Level: Level 3 Advanced Training Holiday Event – December 8, 2021
Read More →

Browse Associate Members

Precedents & Forms

CPDR Membership Requirements

Read More →

Participation Agreement

Click here to download the Participation Agreement
Read More →

Business Valuation Discussion Topic Notes

Click here to download the Business Valuation Discussion Topic Notes
Read More →

Standard Information Request- Income Assessment

Click here to download Standard Information Request- Income Assessment
Read More →

Standard Initial Information Request – Business Valuation

Click here to download Standard Initial Information Request – Business Valuation
Read More →

Protocols & Practice Tips

CPDR Membership Requirements

Read More →

Goals and Interests Questionnaire

Click here to download Goals and Interests Questionnaire
Read More →

Collaborative Team Process Guidelines

Click here to download Collaborative Team Process Guidelines
Read More →

Members Offering Free 30 Minute Consultations