Judith F Sterling, CDFA™, CPA (Financial Professional)

I have been assisting people to understand their financial situation as it relates to the divorce process for seven years. My main focus is as a Neutral Financial Professional in the Collaborative divorce process. I have an extensive and diverse background in financial matters spanning 27 years as a Certified Public Accountant (CPA) in an international public accounting firm, as a Chief Financial Officer (CFO) of a hospital, and as a sole proprietor of a vineyard business. I have knowledge as it pertains to the divorcing individual or couple that extends to businesses, pensions, social security, retirement accounts, mortgages, and other assets and liabilities.
Firm/BusinessName: Judith F. Sterling, CDFA, CPA Address(es): 5418 Diane Way Santa Rosa CA 95409 USA Phone: 707-538-2665 Fax: Email: jude@sterlingcdfa.com Website: http://www.sterlingcdfa.com
Practice Group Membership Collaborative Council of the Redwood Empire Collaborative Practice Marin
Professional Activities President, Board Member, and Past Treasurer, Collaborative Council of the Redwood Empire Board Member, Collaborative Practice Marin Member, Association of Divorce Financial Planners Member, Institute for Divorce Financial Analysts Past Treasurer, California Divorce Planners Network Member, California Society of CPAs Past Delegate, Collaborative Practice - California
Professional Licenses Certified Divorce Financial Analyst, 2005 Certified Public Accountant, 1987
General Comments No response provided.
Areas of Practice Financial
Education Undergraduate Education California State University, Stanislaus - Bachelor of Arts in Business Administration with a Minor in Accounting Professional Education Earned two year practice requirement for CPA license at Arthur Andersen & Co. in Costa Mesa, CA
Collaborative Practice Training Year Training Type Instructor Hours 2007 Intermediate Interdisciplinary Training Collaborative Practice Trainers 7.5 2007 Mediation Training Recourse Mediation Services 16 2007 Basic Interdisciplinary Training Collaborative Divorce Team Training 20 2007 Negotiation Skills and Models/Theories Collaborative Council of the Redwood Empire 7 2007 Difficult Conversations Catherine Conner and Gary Friedman 7 2007 Benefits of Mindfulness in Conflict Resolution Collaborative Council of the Redwood Empire 1 2007 Conflict Resolution Training Collabotative Council of the Redwood Empire 7 2008 Collaborative Negotiation - Going Deeper Victoria Smith and Sherri Goren Slovin 14 2008 California 3rd Annual Statewide Conference CP Cal 12 2008 IACP Forum - Navigating Impasse: getting Past ”Stuck” - Preventions and Interventions Daniel Finn and Cathy Heenan 1.5 2008 The Keys to Successful Collaborative Negotiations Zena Zumeta 5 2008 IACP Forum - Yours, Mine and Ours: Client Centered Strategies for Negotiating Core Financial Issues Chip Rose 1.5 2008 Collaborative Negotiations - Theory and Models Collaborative Council of the Redwood Empire 7 2008 Mediation Training Recourse Mediation Services 16 2008 Building Collaborative Teams Sharon Keating 1 2008 IACP International Forum - New Orlean- Other Sessions Various 4.5 2008 IACP Forum - How a Neutral Financial Professional Can Help Avoid Divorce Horror Stories I was instructor 3 2008 Managing Second Hand Shock Vicki Carpal-Miller and Ellie Izzo 5 2008 Informed Consent and Screening Issues Pauline Tesler 1 2008 Privilege, Confidentiality, and Privacy Issues in Collaborative Practice Pauline Tesler 1 2008 The Interdisciplinary Divorce Team: Unique Roles, Functions, Challenges, and Benefits Pauline Tesler 1 2009 California 4th Annual Statewide Conference CP Cal 12 2009 Neutral Financial Professional's Detailed Written Financial Report I was instructor 1 2009 Collaborative Negotiation - Mini course in the End Game Catherine Conner 3 2009 Advanced Collaborative Training - The End Game (From Cookies to Agreement) Catherine Conner and Gary Friedman 14 2009 Power Imbalances and Gender in Collaborative Practice Catherine Conner and Gary Friedman 14 2010 Powerful Non-Defensive Communication Sharon Ellison 7 2010 Self-Reflection for Collaborative Professionals Catherine Conner, Gary Friedman, and Norman Fischer 6 2010 California 5th Annual Statewide Conference CP Cal 12 2010 What's the Brain Got to Do with It? Nancy Cameron 7 2010 IACP Forum Preconference - Strengthening the Interdisciplinary Team: Deepening Skills to Advance Collaborative Work Rita Pollack, Cathy Heenan, and Susan Miller 5 2010 IACP Forum - Collaborative Draftsmanship: Finessing the Successful Preparation of Minutes and Agreements Daniel Cantone, Natalie Alane, and Gary Direnfeld 1.5 2010 IACP Forum - The Reality of Teams: Maximizing the Opportunities and Managing the Challenges Victoria Smith, Sheila Brown, and Jane Tremblay 3 2010 IACP Forum - Creating Meaning Out of Conflict Within Collaborative Law Neil Denny 1.5 2010 Collaborative Law for Civil Litigators Sonoma County Bar Association 1.5 2010 Looking Back: Through the Eyes of Adult Children of Divorce Sonoma Count Bar Association - Family Law Section 2 2011 The Cutting Edge of Mediation Woody Mosten 2 2011 Practical NeuroCollaboration Part I Pauline Tesler 2 2011 Practical NeuroCollaboration Part II Pauline Tesler 2 2011 Narrative Mediation - That's My Story and I'm Sticking to It Chip Rose 6.5 2011 IACP Forum Preconference - Understanding and Meeting the Challengesof Collaborative Advocacy Sherri Gorin Slovin and Victoria Smith 5 2011 IACP Forum - Who Leads in the Collaborative Practice Team Meetings Karen Levitt, Lynda Robbins, and Sanford Portnoy 1.5 2011 IACP Forum - It Takes a Village: Clan, Narrative & Exceptional Team Practice Pauline Tesler and Kimberly Fauss 3 2011 IACP Forum - Using Resarch to Reflect on the Current State of Collaborative Practice Gay Cox, Linda Wray, and Others 1.5 2012 Collaborative Mock Case - 7th Annual CP Cal Statewide Conference I was instructor 13 2012 The Application of the Gottman Theory to Collaborative Practice Michael Basta and Marcia Gomez 6.5 2012 Conflict Resolution as a Healing Art: Helping Clients Cope with Stress, Trauma, and Loss Gabor Mate, M.D. 13 2012 IACP Forum - Forensic Accounting and the Collaborative Process Christiana Zuozias, CPA 1.5 2012 IACP Forum - Financial Professionals:Is Neutrality Really Necessary Diane Diel, JD and Gaylene Stingl, CPA 1.5 2012 IACP - Creative Options for Divorcing Couples Who Are Over 50 Linda Piff, JD and Ann Marie O'Hare, CPA 1.5 2012 Beyond the Flip Chart - Technology's Alternatives Stephanie Dobson, JD 1.5 2012 IACP Pre-Forum Instittute - Collaborative Conversations on Support: A Model between Fear and Fairness Lonnie Broussard, CFP, Kimberly Fauss, JD, and Paul Smollar, JD 5 2012 Basic Integrative Mediation Northern California Mediation Center 6.5 2013 CP Cal Statewide Conference - Assessing for Intimate Partner Violence Alyce LaViolette, MS, MFCC 6 2013 CP Cal Statewide Conference - Assessing for Intimate Partner Violence Alyce LaViolette, MS, MFCC 0 2013 CP Cal Statewide Conference - Why Is Peace Elusive Douglas E. Noll, Esq. 0 2013 CP Cal Statewide Conference - Financial Software in Collaborative Practice Kathleen Faulkner, CDFA and Daniel Caine of Family Law Software 1.5 2013 CP Cal Statewide Conference - Inspiring Client Cooperation Anthony R. Perez, MPA, ACC-ICF and Max August, MA, MFT 1.5 2013 CP Cal Statewide Conference - Divorce Options Revamped Geprge Richardson, JD and Shawn Webber, JD 0 2013 CP Cal Statewide Conference - Increase Your Collaborative Business through Divorce Options Divorce Options Task Force 1.5 2013 CP Cal Statewide Conference - What You Need to Know About Pension Valuations and (Q)DROs John Madden, Pension Valuation Specialist 3
** I have reviewed the IACP Minimum Standards for Collaborative Practitioners and the IACP Ethical Standards for Collaborative Professionals. I verify that I meet the IACP Minimum Standards for Collaborative Practitioners and that I apply the IACP Ethical Standards for Collaborative Professionals in my collaborative practice. See IACP Standards > IACP does not verify the information provided by the professionals listed in this directory.
Continuing Education