You present the Norris estate to the room. Every financial revelation passes through you. The underwater house, the trust, the QOZ tax bomb, the spending discrepancies, the credit cards, Robotic Roughneck, the gold. You're the one pulling threads that unravel Tommy's careful concealment.
Opening remarks with Cristi. Icebreaker bingo at breakfast. You co-created every document, every spreadsheet, every financial scenario. You and Cristi run the day together. You lead the case autopsy with your two evaluation tools.
This is YOUR meeting. You walk the room through Tommy's labyrinthine finances: the salary, the production bonuses, the Exxon pension with premarital contributions, the RSUs, the QOZ with its December 2026 deadline, the household spending. You present complex information clearly, without triggering shutdown. When Angela cries about the house, you yield the floor to Carol for emotional processing — then resume when she signals it's okay. This interplay between financial content and emotional processing is the primary teaching moment.
During option generating, you surface the credit card numbers. The disclosed amount was $42K. Your analysis shows $90K across undisclosed accounts — balance transfers, new cards. You present this professionally, without accusation, but the implication is clear: the financial picture is incomplete. This is one of the catalysts for Angela's blow-up.
You present what you've found since Meeting 3: Robotic Roughneck LLC and its pending acquisition, the gold purchases, the 83(b) election implications. Tommy doesn't fight it — the litigation consult broke his resistance. You're thorough but not punitive. The audience sees a financial neutral doing her job with precision and compassion.
You build the settlement framework: pension division (coverture fraction), ESOP considerations, QOZ handling (the tax bomb), maintenance modeling. Then, after clients exit, you lead the case autopsy with your two tools: the Team Alignment Check-In and the Case Autopsy Sheet. The Absent/Inconsistent/Consistent/Exemplary scale gives the audience a concrete framework they can take home.
| Time | What | You |
|---|---|---|
| 8:00 – 9:10 | Breakfast + Opening | Icebreaker bingo. Opening remarks with Cristi. |
| 9:10 – 10:30 | Meeting 2: Financial Walk-Around | YOU LEAD THIS MEETING. Estate presentation. Yield to Carol for emotions. |
| 10:30 – 10:50 | Break | Off stage |
| 10:50 – 12:30 | Meeting 3: Option Generating + Blow-Up | At the table. Surface credit card discrepancies ($90K not $42K). |
| 12:30 – 1:30 | Lunch | Off stage |
| ~1:30 | Litigation Consult | Off stage (Angela's scene) |
| ~1:40 | Child Specialist Opinion | Off stage (pre-recorded video) |
| ~1:50 – 3:00 | Meeting 4: Evaluate Options | Present deeper findings: LLC, gold, 83(b). Build toward settlement. |
| 3:00 – 3:20 | Break | Off stage |
| 3:20 – 4:30 | Meeting 5: Negotiate & Settle | Settlement framework: pension, ESOP, QOZ, maintenance modeling. |
| 4:30 – 5:00 | Case Autopsy | Lead after-action with Team Alignment Check-In + Case Autopsy Sheet. |
Tommy's finances are a maze: salary, bonuses, pension, RSUs, QOZ, spending. Angela doesn't speak this language. The audience is watching how you present complex financial information to a room where one client is an expert and the other is lost. Clear, patient, visual where possible. This is the primary financial teaching moment of the day.
When Angela cries about the house, you step back. You don't try to comfort her — that's Carol's role. You don't rush to the next topic. You wait. When Carol signals, you resume. The audience sees that financial content and emotional processing aren't competing — they're choreographed.
"The disclosed amount was $42,000. Our analysis shows approximately $90,000 across accounts that weren't in the initial disclosure." Professional. Factual. Not accusatory. But the room shifts when you say it.
You present the LLC findings. Tommy knows you know. The audience sees a financial neutral who did her homework — thorough, precise, but not punitive. You're surfacing truth, not assigning blame.
After clients exit, you present the two evaluation tools. The Team Alignment Check-In and the Case Autopsy Sheet give the audience concrete frameworks. The Absent/Inconsistent/Consistent/Exemplary scale is something they can use in their own cases tomorrow.
Meeting 2 is YOUR meeting. The way you present complex financial information without triggering shutdown is the primary financial teaching moment of the entire CLE. Angela doesn't speak finance. Tommy speaks it fluently and uses that fluency to control. Your job is to level the playing field — make the numbers accessible without dumbing them down.
When Angela cries about the house, yield the floor to Carol for emotional processing. Don't try to comfort her yourself — that's not your role. Wait for Carol's signal, then resume. The audience needs to see this choreography between financial content and emotional processing. It's not a disruption. It's the model.
The credit card flag in Meeting 3 should be delivered with precision, not drama. "$42,000 disclosed. $90,000 found." The facts do the work. The audience learns that the financial neutral's job includes finding what wasn't volunteered.
The case autopsy is your final teaching gift. The Team Alignment Check-In and Case Autopsy Sheet are tools the audience can take home and use in their next case. Present them clearly. The Absent/Inconsistent/Consistent/Exemplary scale should feel practical, not academic.