Psychology of Money

Thursday, Oct 13, 2022
5:30pm to 7:30pm

445 Hamilton Avenue - 1st Floor Conference Room
White Plains, New York 10601

presented by
Kathleen Donelli, Esq.
Michael McLaughlin, CFA, ASA, CVA
Abby Rosmarin, Esq., LMHC 

“A Penny for Your Thoughts?”  

Is your response shaped by your personal experiences and attitudes about money? This program will provide an interactive introductory dive into people’s orientation about money.

5:30 – 6:00      Social
6:00 – 6:15      Introduction  (money & your practice)
6:15 – 6:20      Money Meaning Exercise (money is & money is not)
6:20 – 6:55      Money Personality Quiz and Description of Money Personality Types
6:55 – 7:20      Money and the Collaborative Process
7:20 – 7:30      Questions and Answers

A light dinner will be provided.
$75 for members, $125 for non-members

REGISTER HERE

 Our Presenters

Kathleen Donelli, Esq.

Kathleen Donelli is a partner in the law firm of Goldschmidt & Genovese, LLP in White Plains, N.Y. and concentrates her practice in matrimonial and collaborative law.  Ms. Donelli is a board member of the New York Association of Collaborative Professionals.  She is an adjunct professor at Elisabeth Haub School of Law at Pace University (“Pace Law School”) teaching Matrimonial Practice and Collaborative Law and is the Vice Chair of its Board of Visitors.  Ms. Donelli is a member of the Matrimonial Practice Advisory and Rules Committee and the recipient of the N.Y.S. Bar Association Ruth Schapiro Award for promoting women in the legal profession.  Ms. Donelli worked with the Hon. Sondra Miller to draft and promote the “No Fault” divorce bill which was enacted into law in October, 2010.  Ms. Donelli is a former President of the Westchester Women’s Bar Association (“WWBA”) (2003-2005), the White Plains Bar Association (1998-2000) and member of the Grievance Committee for the Ninth Judicial District.  In 2010, Ms. Donelli received the “Leading Matrimonial Attorney” Above the Bar Award.  She is a graduate of Pace Law School (’85, cum laude) where she was the Articles Editor of the Pace Law School Law Review.   In 2005, Ms. Donelli received the Alumni Leadership Award from Pace Law School.  She is listed as a Super Lawyer in Thomas Reuter's annual list of top family law attorneys in the N.Y. Metro area.

Michael R. McLaughlin, CFA, ASA, CVA

Michael McLaughlin is a Managing Director in Sigma Valuation Consulting’s Litigation and Valuation practice.  He has been a professional business appraiser for more than a decade.  Michael has experience valuing companies and financial instruments for divorce, shareholder disputes, commercial litigation and investment purposes as well as for financial and tax reporting purposes.  Michael is regularly appointed by various courts as a neutral expert in marital dissolution matters.  He has also testified in court and at arbitration.  Prior to joining Sigma Valuation Consulting, Michael worked at EisnerAmper LLP in their Forensic, Litigation and Valuation Services Group.  Michael also worked for Morrison & Company, in New Jersey, performing valuations for litigation purposes.  Mr. McLaughlin received a Bachelor of Arts from Hamilton College in 1984 and an MBA in Accounting from Pace University in 2009.   Michael is a Chartered Financial Analyst and a member of the CFA Institute and New York Society of Security Analysts.  Michael is also an Accredited Senior Appraiser at the American Society of Appraisers and a Certified Valuation Analyst at the National Association of Certified Valuator and Analysts.

Abby Rosmarin, Esq., LMHC

Abby Rosmarin, Esq., LMHC, is both an attorney and a licensed mental health counselor. She is a partner at the law firm Berkman Bottger Newman & Schein, LLP. She works with clients in the Collaborative process both as an attorney and a family specialist.  Abby draws on her training and experience in law, conflict resolution, and mental health to help her clients. She has a particular interest in the psychology of money and has trained directly with Oliva Mellan, a leader in the field of money psychology.