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Beyond the Balance Sheet: A CDFA®’s Role in Legal Strategy
(12:00 p.m. - 1:15 p.m. PT)
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Complex assets. Tax concerns. Hidden income.
Financial issues can complicate even the most straightforward divorce case and impact both outcomes and attorney effectiveness.
Join Family Law Attorney and Certified Divorce Financial Analyst (CDFA®) Kristen Shearin for a practical, skills-based session on how working with a CDFA® can support sound legal strategy, enhance client advocacy, and improve case efficiency.
In this session, you'll learn:
✔ When and why to bring in a CDFA®
✔ How to delegate complex financial analysis with confidence
✔ Ways a CDFA® improves client outcomes and your credibility in court
✔ Efficient collaboration models for streamlined case handling
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Presented by: Kristen Shearin, JD, CDFA®, Mediator
Meet the Presenter:
Kristen Shearin, JD, CDFA®, Mediator
Family Law Attorney | Divorce Financial Expert | Speaker | Educator
Kristen Shearin is a practicing family law attorney in Charlotte, North Carolina, and a Certified Divorce Financial Analyst® (CDFA®). She’s also a Certified Family Financial Mediator who brings a practical, compassionate approach to helping clients—and professionals—navigate divorce with less stress and more clarity.
Kristen was recently named the National Subject Matter expert for the Institute of Divorce Financial Analysts. She records a monthly divorce podcast for the IDFA, writes monthly blogs/articles, and hosts their monthly continuing education webinar for 3000+ divorce professionals nationwide.
With experience as a mediator, attorney, financial neutral, managing partner, and expert witness, Kristen has sat on every side of the table. She understands what it’s like to juggle client demands, court deadlines, and the day-to-day challenges of running a law practice and she’s passionate about helping her fellow professionals reduce stress, improve client outcomes, and build more profitable, sustainable practices.
At home, Kristen is married to an airline pilot, has two college students at NC State, and a yellow lab who insists on going everywhere with her.
Sponsored by:
