CPD Programs
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July 2019
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Monday, 22 July 201922 Jul 2019 9:00am - 22 Jul 2019 4:00pm (Australia - Melbourne)
Leo Cussen Centre for Law, Level 16, 15 William Street, MelbourneThis workshop provides an essential overview of Estate Planning from initial consideration of options, through to executors responsibilities, death benefits trusts and more. Gain confidence to be able to operate more effectively in this complex area.
Topics covered are:
- Ownership - 4 key types
- Key planning issues
- Superannuation death benefits
- Drafting exercise - binding death benefit nomination
- Estate planning and existing family/hybrid trusts
- Key attributes for wills and testamentary trusts
- Drafting exercise - beneficiary controlled testamentary trust
- Vulnerable beneficiaries
- Means tested pension eligibility - operation of deeming rules
- Income tax concessions
- Capital gains tax
- Enduring powers of attorney
- Philanthropic or charitable trusts
- Executors' responsibilities
- Insurance death benefits trusts
- After the event estate planning
Presented by: Allan Swan, Director - Estate Planning EQUATION – Preventative Law
Essentials are workshops for lawyers new to, or wanting to update knowledge in, particular skills or practice areas. These workshops aim to cover the 'essentials'.
6.0$495.00 -
August 2019
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Friday, 2 August 20192 Aug 2019 9:00am - 2 Aug 2019 3:30pm (Australia - Melbourne)
Leo Cussen Centre for Law, Level 16, 15 William Street, MelbourneOffered in conjunction with Kaplan Professional, this one-day workshop covers the principles involved in understanding and constructing financial statements and works through a practical case study on financial accounts.
Learning outcomes include:
- Build confidence in reading and interpreting financial information.
- Explain the underpinning accounting principles & assumptions.
- Explore the purpose and development of a general purpose financial report.
- Examine the relationship between the balance sheet, income statement, cash flow statement & changes in shareholder equity.
- Explain how the information contained in the four main financial statements are analysed and interpreted.
- Non-financial performance indicators.
Topics covered are:
- Financial reports – accounting principles generally, financial statements and users of financial statements, income statements, balance sheets and cash flow statements.
- Putting it into practice – case study, account standards, tax versus accounting profits, asset measurement and valuation methods.
Presented by: Lachlan McColl, Director, Value ADE
Please note that no refunds or transfers are available for this program.5.5$680.00 -
Wednesday, 7 August 20197 Aug 2019 9:00am - 7 Aug 2019 4:30pm (Australia - Melbourne)
Leo Cussen Centre for Law, Level 16, 15 William Street, MelbourneThis event is chaired by:
Maryann Gassert, Barrister, Victorian Bar
and
Bruce Moore, General Counsel, Australian Red Cross
ASIC Action 2019
Federal Court Action Against Former Directors:
ASIC has issued proceedings in the Federal Court against former Directors of Tennis Australia alleging that they:
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withheld material information from the Tennis Australia board and breached other duties.
This case is said to have important implications including:
- Directors duty to not withhold relevant information from the board
- Board responsibilities in commercial negotiations and regarding commercial opportunities
- Board members conflicts of interest and special preferences
This session will provide an overview of the key lessons to take away from this case so far so that you can tailor your advice as required from this early stage.
ASIC Action over Failure to Produce Documents:
In proceedings commenced n the Federal Court, ASIC sought an order against AMP compelling them to produce various documents.
This session will outline those proceedings and will highlight the implications for in house counsel, their external lawyers and their client.
Presented by: Justin Brereton, Barrister, Victorian Bar
The Hayne Report – Culture, Expectation, Caught in The Middle
A significant takeaway from the fallout of the Hayne Report is the pressure on in-house counsel to navigate a client’s expectation that client documents submitted to third parties may be ‘crafted’ in such a way that is borderline unethical and misleading. What is acceptable and what crosses the line from ‘creative writing’ to a misleading statement? You can't afford to get this wrong.
Presented by: Matthew Critchley, Partner, Corrs Chambers Westgarth
Learn to Say No And Still Retain The Board’s Confidence
Influencing and building trust between the in-house counsel, the CEO, the board and staff depends on the ability of the in-house counsel being confident, calm and approachable. These skills are important in showing them that whilst you 'have their back' you will also need at times to be firm and direct in your advice, even if it results in strong objection or at worst, obstruction. The CEO, board and the staff will more readily accept advice they don't want to hear if they respect the in-house counsel giving that advice.
This session will outline the essential ways to increase your confidence and build healthy relationships and the ability to effectively influence the CEO, board and staff.
Presented by: Michael Neilson, General Counsel and Company Secretary, Slater + Gordon Lawyers
Agreeing to Agree – When Letters of Intent or Heads of Agreement Become Binding
Despite a common misconception that you can’t have an agreement to agree, in a number of significant decisions the courts have found that “in principle” or heads of agreement expressed to be “subject to contract” may sometimes be enforceable.
This session will examine the circumstances where this can occur inadvertently, as well as appropriate mechanisms to minimise dispute where the parties do intend for their preliminary agreement to be binding. It will also consider the risks of negotiations surrounding the initial agreement being deemed misleading and deceptive conduct.
Presented by: Alex Bannister, Special Counsel, Lander & Rogers
Preparing Memorandums of Advice to the Board - Clarity, Clear Communication and Simplifying your Advice
Being able to simplify complex concepts and giving succinct yet full advice are communication and drafting skills that are requisite for all in-house counsel. Long complicated advice may 'cover' you but be confusing for the client to understand and may prolong the process. Getting the point across and making it clear about the decision that you are seeking, will increase the chances that the client will make the decision you need.
This session will outline the non-negotiables when it comes to clear communications and advice to the CEO and the board.
Presented by: Bob Milstein, Lawyer, Plain Language Trainer and Document Writer, Words and Beyond
How Vulnerable Are Your Staff – Cyber Threats and Security
It's easy to be fooled by cyber criminals. Cyber criminals are better than ever at targeting businesses and are always a step ahead. Psychological tools and manipulation are now being used to gain access to confidential information. As you increase your technology protections how can you be confident that it's going to make a difference? Your staff are prime targets for cyber criminals to groom and then infiltrate your organisation, and staff are often unaware they have been used to gain access to systems and confidential information, until it’s too late.
This session will outline how your staff and organisation may be targeted and how to put simple yet effective training and protections in place to block common vulnerable entry points.
Presented by: Craig Macaulay, Executive Director, KordaMentha
Technology, Processes, Change – Getting ‘Buy In’
How do you get your team and the boards agreement on the choice and implementation of technology? How do you identify the need, the technology and explain the benefits in a way that is simple to understand? What does an advice to the board need to include and cover, in order to get sign off? And how do you get your team to agree to the implementation of technology that will improve efficiency but may also reduce the size of the legal team or support team?
This session will outline the technology issues that are essential for every in-house counsel to understand, and how to overcome the challenges that flow in terms of board and team 'buy in'.
Presented by: Andrew Mellett, Chief Executive Officer, Plexus
6.0$695.00Filling Fast! -
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Thursday, 8 August 20198 Aug 2019 9:00am - 8 Aug 2019 4:00pm (Australia - Melbourne)
Leo Cussen Centre for Law, Level 16, 15 William Street, MelbourneThis workshop is designed to provide a solid foundation for those wishing to practice in this area. The program includes:
- Intestacy
- Domestic partners
- Using will precedents
- Common drafting practices
- Considerations in preparing a will
- Codicils
- Execution
- Revocation
- Alteration
- Rectification
- Wills storage
- Testamentary capacity
- Undue influence
- Executor's duties
- Executor's commission
- Powers of trustees
- Essential and optional provisions and clauses
- Costing the file
- Basic estate planning
- Legal professional responsibilities
- Powers of Attorney
Presented by: Naomi Guyett, Senior Associate - LIV Accredited Wills + Estates Specialist, Lorraine Jones & Associates
Essentials are workshops for lawyers new to, or wanting to update knowledge in, particular skills or practice areas. These workshops aim to cover the 'essentials'.
6.0$495.00 -
Tuesday, 20 August 2019 - Wednesday, 21 August 201920 Aug 2019 9:00am - 21 Aug 2019 4:00pm (Australia - Melbourne)
Leo Cussen Centre for Law, Level 16, 15 William Street, MelbourneGain technical skills in conveyancing transactions which will equip you to confidently operate in legal professional practice as a lawyer or senior conveyancer.
This interactive and practical workshop covers the essentials, including the following topics:
- Conduct title searches
- Make applications for certificates and permits from statutory authorities
- E-conveyancing and VOI (Verification of Identity)
- Prepare contracts of sale of real estate
- Draft vendors' statements
- Draft transfers of land
- Attend to mortgage documentation
- Attend to settlement procedures, stamping and registration
- Attend to Post settlement procedures
- PEXA Overview
This workshop introduces practitioners to all aspects of the conveyancing process from property ownership, how the Sale of Land Act 1962 is applied to contracts for the sale of real estate, searches and lodgement of forms, as well as providing an overview of a conveyancing process from initial instructions to post settlement.
During this workshop, a representative from PEXA will address the key changes to property-related transactions and will guide you through the PEXA processes and procedures as they currently stand.
This workshop is ideal for legal practitioners new to practice in this area or those requiring a refresher, as well as those who wish to work in a legal office or conveyancing department in senior conveyancing role.
11.0$695.00 -
Thursday, 29 August 201929 Aug 2019 9:00am - 29 Aug 2019 4:00pm (Australia - Melbourne)
Leo Cussen Centre for Law, Level 16, 15 William Street, MelbourneThis Workshop is designed to build your confidence and equip you with the necessary knowledge and skills in this sometimes complex area.
The program includes:- Applications for grants of probate and letters of administration
- Role of executor and administrator
- Advertising
- Preparing documents
- Asset collection
- Transfers of real estate
- Taxation issues
- Costing files
- Final accounts
- TFM and dealing with assets
Presented by: Naomi Guyett, Senior Associate - LIV Accredited Wills + Estates Specialist, Lorraine Jones & Associates
6.0$495.00 -
September 2019
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Friday, 13 September 201913 Sep 2019 9:00am - 13 Sep 2019 4:30pm (Australia - Melbourne)
Leo Cussen Centre for Law, Level 16, 15 William Street, MelbourneOur intensive one day workshop facilitated by leading in-house lawyers and private practitioners is designed to give you a head start and help you quickly come to grips with the most important aspects of in-house practice. This workshop will help you get on top of your role and fulfil client expectations from the outset.
This unique workshop is designed primarily for in-house counsel who have recently commenced in-house practice and private practitioners considering commencing in-house practice. In collaboration with experienced in-house lawyers across a wide range of industries, Leo Cussen Centre for Law has developed a program which identifies key areas to assist in-house lawyers to survive, thrive and succeed in the in-house environment.
Over the course of this one day workshop, our panel of experienced lawyers will provide insights, key practical tips and lead discussion on all of the most important and practical topics relevant to your day to day practice.
Privacy Compliance for In-House Counsel
- Overview of the Australian Privacy Principles
- Recent cases and guidance
- The first year of the mandatory data breach notification regime
- Extra territorial reach of the General Data Protection Regulations of the EU
- Building an effective privacy compliance program in-house (including Privacy By Design, internal data management and due diligence of third parties)
Presented by: Adrian Hill, General Counsel & Company Secretary, Open Universities Australia
Digital Governance and Social Media
- Managing your in-house social media community to manage legal risk
- Hot topics in social media litigation
- Practical suggestions for resolving social media related disputes
Presented by: Madeline Edwards, Legal Counsel Senior Specialist, Telstra
Data Security, Cyber Attacks and the Role of In-House Counsel
- Why should you worry about data security and cyber attacks?
- What are the current cyber challenges facing businesses in Australia
- What are the essential risk management tools to minimise the occurrence or impact of an attack?
- What is the role of in-house counsel?
Presented by: Jhin Chiu, Senior Specialist Legal Counsel – Regulatory, Telstra
Legal Professional Privilege for In-House Counsel
- Fundamentals of legal professional privilege – a refresher
- Privilege issues faced by in-house counsel
- Commissioning expert reports: lessons from the authorities
- Waiver – practical tips for how to avoid losing privilege
Presented by: Jacob Uljans, Partner, Hall & Wilcox
Ethics for In-House Counsel
- Conflict of interest-specifically around the tension between being a member of the management team interacting and possibly being friends with colleagues vs the duty to inform and advise the client should any staff reveal issues that should be reported to the client but may incriminate the staff member themselves.
- Duty to not assist the client to mislead any third parties. Specifically, around preparing reports that go to regulators. And interacting with external lawyers in a way that doesn’t compromise the in-house counsel’s independence.
- The risk of loss of independence and objectivity when advising the client in matters that may impact on the in-house counsel’s own personal position.
- Opinion shopping – managing a difference of opinion between external lawyers and in-house counsel.
- Managing pressure from senior management and colleagues to give legal advice that may compromise in-house counsel’s ethical and professional obligations.
Presented by: Michael Dolan, Director, ethics4lawyers
Managing the Tender Process
- Why are you there? What is your role and what is your value?
- How do you move from “trusted advisor” to “business partner”?
- What do you do? Prioritizing the work with maximum impact, and managing client expectations and demands
Presented by: Sally Rogers, Principal, In-house legal specialist services, Sally Rogers Legal Services
Corporate Practising Certificates – What insurance cover do you have or need?
- Understanding the corporate practising certificate
- Who is your client?
- What is your role– what does your employment contract say?
- Is your position complicated by corporate groups?
- What insurance cover do you have or need?
Managing the in-house function
- Why are you there? What is your role and what is your value?
- How do you move from “trusted advisor” to “business partner”?
- What do you do? Prioritizing the work with maximum impact, and managing client expectations and demands
Presented by: Luke Ortisi, Senior Corporate and Financial Services Lawyer, K2 Asset Management Ltd
5.0$645.00 -
October 2019
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Monday, 21 October 2019 - Tuesday, 22 October 201921 Oct 2019 9:00am - 22 Oct 2019 4:00pm (Australia - Melbourne)
Leo Cussen Centre for Law, Level 16, 15 William Street, MelbourneGain technical skills in conveyancing transactions which will equip you to confidently operate in legal professional practice as a lawyer or senior conveyancer.
This interactive and practical workshop covers the essentials, including the following topics:
- Conduct title searches
- Make applications for certificates and permits from statutory authorities
- E-conveyancing and VOI (Verification of Identity)
- Prepare contracts of sale of real estate
- Draft vendors' statements
- Draft transfers of land
- Attend to mortgage documentation
- Attend to settlement procedures, stamping and registration
- Attend to Post settlement procedures
- PEXA Overview
This workshop introduces practitioners to all aspects of the conveyancing process from property ownership, how the Sale of Land Act 1962 is applied to contracts for the sale of real estate, searches and lodgement of forms, as well as providing an overview of a conveyancing process from initial instructions to post settlement.
During this workshop, a representative from PEXA will address the key changes to property-related transactions and will guide you through the PEXA processes and procedures as they currently stand.
This workshop is ideal for legal practitioners new to practice in this area or those requiring a refresher, as well as those who wish to work in a legal office or conveyancing department in senior conveyancing role.
11.0$695.00 -
November 2019
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Monday, 11 November 201911 Nov 2019 9:00am - 11 Nov 2019 4:00pm (Australia - Melbourne)
Leo Cussen Centre for Law, Level 16, 15 William Street, MelbourneThis workshop provides an essential overview of Estate Planning from initial consideration of options, through to executors responsibilities, death benefits trusts and more. Gain confidence to be able to operate more effectively in this complex area.
Topics covered are:
- Ownership - 4 key types
- Key planning issues
- Superannuation death benefits
- Drafting exercise - binding death benefit nomination
- Estate planning and existing family/hybrid trusts
- Key attributes for wills and testamentary trusts
- Drafting exercise - beneficiary controlled testamentary trust
- Vulnerable beneficiaries
- Means tested pension eligibility - operation of deeming rules
- Income tax concessions
- Capital gains tax
- Enduring powers of attorney
- Philanthropic or charitable trusts
- Executors' responsibilities
- Insurance death benefits trusts
- After the event estate planning
Presented by: Allan Swan, Director - Estate Planning EQUATION – Preventative Law
Essentials are workshops for lawyers new to, or wanting to update knowledge in, particular skills or practice areas. These workshops aim to cover the 'essentials'.
6.0$495.00 -
Thursday, 14 November 201914 Nov 2019 9:00am - 14 Nov 2019 4:00pm (Australia - Melbourne)
Leo Cussen Centre for Law, Level 16, 15 William Street, MelbourneThis workshop is designed to provide a solid foundation for those wishing to practice in this area. The program includes:
- Intestacy
- Domestic partners
- Using will precedents
- Common drafting practices
- Considerations in preparing a will
- Codicils
- Execution
- Revocation
- Alteration
- Rectification
- Wills storage
- Testamentary capacity
- Undue influence
- Executor's duties
- Executor's commission
- Powers of trustees
- Essential and optional provisions and clauses
- Costing the file
- Basic estate planning
- Legal professional responsibilities
- Powers of Attorney
Essentials are workshops for lawyers new to, or wanting to update knowledge in, particular skills or practice areas. These workshops aim to cover the 'essentials'.
6.0$495.00 -
Monday, 18 November 2019 - Tuesday, 19 November 201918 Nov 2019 9:00am - 19 Nov 2019 3:30pm (Australia - Melbourne)
Leo Cussen Centre for Law, Level 16, 15 William Street, MelbourneThis 2 day workshop covers the fundamentals of practising in this challenging practice area. The program includes:
- Applicable legislation
- Family Court and Federal Circuit Court systems and procedures
- Preparation of documents (including divorce applications, initiating applications and affidavits relating to children, maintenance property settlement, enforcement and contempt, and injunctions)
- Service of documents
- Attending court hearings
- Client interviews
- Briefing counsel
- Financial agreements
- Intervention orders
- Costing the file
- Risk management
Note: This workshop runs for two days.
Essentials are workshops for lawyers new to, or wanting to update knowledge in, particular skills or practice areas. These workshops aim to cover the 'essentials'.11.0$695.00 -
Friday, 22 November 201922 Nov 2019 9:00am - 22 Nov 2019 3:30pm (Australia - Melbourne)
Leo Cussen Centre for Law, Level 16, 15 William Street, MelbourneOffered in conjunction with Kaplan Professional, this one-day workshop covers the principles involved in understanding and constructing financial statements and works through a practical case study on financial accounts.
Learning outcomes include:
- Build confidence in reading and interpreting financial information.
- Explain the underpinning accounting principles & assumptions.
- Explore the purpose and development of a general purpose financial report.
- Examine the relationship between the balance sheet, income statement, cash flow statement & changes in shareholder equity.
- Explain how the information contained in the four main financial statements are analysed and interpreted.
- Non-financial performance indicators.
Topics covered are:
- Financial reports – accounting principles generally, financial statements and users of financial statements, income statements, balance sheets and cash flow statements.
- Putting it into practice – case study, account standards, tax versus accounting profits, asset measurement and valuation methods.
Presented by: Lachlan McColl, Director, Value ADE
Please note that no refunds or transfers are available for this program.5.5$680.00