Practice Support Services

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1 Practice Support Services Risk Management Education Program February to May 2016 lawcover.com.au

2 11th March th Annual One Day Claims Prevention Seminar As previously, wonderfully well organised and presented. Great up-to-date topics. Excellent seminar informative, instructive and definitely contained some wake up calls. The 2016 One Day Claims Prevention seminar will address emerging and current risks in law practices as evidenced by Lawcover claims over the past 12 months. Highly experienced presenters will address a variety of topics. Our 9th Lawcover seminar will be held on Friday, 11 March 2016 at Rydges World Square, Sydney. Who should attend? Designed specifically for lawyers from sole practices and law practices of up to 10 partners / directors. Experienced administration support staff would also benefit from attending the seminar. Lawcover s annual One Day Claims Prevention Seminars are recognised by the profession for their relevance, interest and great value. Reasons to attend: An interesting and relevant agenda 6 CPD units for Solicitors Rule 6 compliance Maintenance event for premium discount eligibility* Includes morning tea, lunch and refreshments How much? $250 per person (inc GST) HOW TO REGISTER: Online at lawcover.com.au By phone on (02) OR Complete the registration form on page 8 and to [email protected] or fax to (02) Valet parking at Rydges Hotel for $45 all day (via main entrance on 389 Pitt St, Sydney) Please register early as this conference is always fully subscribed. * For more information about premium discounts, go to page 7 or visit our website at lawcover.com.au Payment required at time of registration. Your place cannot be confirmed until payment has been received. Cancellation Policy: Registered participants unable to attend the One Day Claims Prevention Seminar may send a substitute at no extra charge. Cancellations received in writing five (5) or more working days prior to the event will be fully refunded. We regret no refunds can be made for cancellations received less than five (5) working days prior to the event. Lawcover reserves the right to change the program at any time. 2

3 One Day Claims Prevention Seminar Program Friday, 11th March 2016, Rydges World Square, 389 Pitt Street Sydney 8.00 am Registration & Coffee 9.00 am Welcome and Opening Remarks Michael Halliday, CEO, Lawcover 9.05 am 2016 Update on PII claims against solicitors Malcolm Heath, Legal Risk Manager, Lawcover 9.15 am Conveyancing Pitfalls Zoning certificates and other disasters Melissa Fenton, Partner, CBP Lawyers Conveyancing is still the largest area of professional indemnity claims where are they coming from? am Death Traps in Wills and Estate Law Jenny McMillan, Acc Spec (Wills & Estates), TEP Lecturer Applied Law Program at College of Law (Wills and Estates) In the age of blended families and sophisticated investments, drafting wills can be challenging and is an increasing area of claims - why and how to avoid becoming a statistic am Morning Tea am BFAs Binding or Bound to Fail Mark Sullivan and Kristy Nunn, Partners, Mullane and Lindsay Practical advice on what you need to know and ask when advising your client and how solicitors have been held liable by the courts when failing to do so pm Getting Paid From disclosure to your bank account Jacqueline Highfield, Lawyer, DGT Cost Consultants What should you charge, how to get paid, what you are worth and how to lessen bad debts pm Lunch 2.00 pm Tell em they re dreamin Managing client expectations and how to avoid a claim Facilitated by Jennifer Bicknell, Principal & Director, Bicknell Law & Consulting A dynamic demonstration of how a solicitor is found liable for a claim pm Close 3

4 Risk Management Workshops SPECIAL OFFER 5 workshops for $1,000 Register for all 5 Principals workshops now and pay just $1,000 (incl GST) saving you 38% of the normal price. Lawcover s Risk Management Education Program consists of a series of workshops designed to assist law practices reduce their exposure to professional negligence claim prone situations and enhance the quality of legal services delivered to their clients. During the workshops participants review and re-evaluate their practice processes through case studies and the sharing of information with other practitioners. Our interactive presentations are delivered extensively throughout NSW including Sydney CBD, metropolitan areas, coastal and rural NSW, as well as the ACT and interstate. Should you be interested in having workshops delivered in your area, please contact us on (02) The program includes: Principals Workshops - $325 each 1. All about the Client 2. All about the Matter 3. All about the Communication 4. All about the Business 5. All about the Dollar Employees Workshops - $250 each 1. Employed Solicitors 2. Support Staff Additional benefits of attending: 4 CPD units for Solicitors per workshop Rule 6 compliance Enhances your overall practice management and profitability Includes morning tea For further details, see our calendar on page 8 or visit our website at lawcover.com.au. QUALIFY FOR INSURANCE PREMIUM DISCOUNTS* * For more information about premium discounts, go to page 7 or visit our website at lawcover.com.au Very good balance of lecture and workshop style. Very good information, tips and areas for reflection. This workshop will change my approach/attitude positively in my practice. I should have attended this workshop even earlier. HOW TO REGISTER: Online at lawcover.com.au By phone on (02) OR Complete the registration form on page 8 and to [email protected] or fax to (02) Registered participants unable to attend any of our Lawcover workshops may send a substitute or transfer their registration to another date or another seminar at no extra charge. Should a program be cancelled, postponed or experience a program date change, all attendees will be notified as early as possible. 4

5 Claims Prevention Roadshows Lawcover recognises the tyranny of distance experienced by rural and regional practitioners attending our programs in Sydney. In 2015, we took our program on the road to Bathurst, Parramatta, Cronulla, Ingleburn, Merimbula, Castle Hill and Hornsby. This year we will be on the road again to present our latest Roadshow series Roadshow topics: - Why are you being sued? Presented by Peter Moran and Melissa Fenton, Partners, CBP Lawyers - BFAs Binding or Bound to Fail Presented by Chris Brierley, Partner, HWL Ebsworth Lawyers Confirmed dates and locations: - Ballina Friday, 19 February 9am to 12pm - Cooma Friday, 18 March 11am to 2pm - Chatswood Friday, 1 April 10am to 1pm - Tamworth Friday, 29 April 11am to 2pm - Orange Friday, 13 May 11am to 2pm - Dubbo Friday, 27 May 11am to 2pm For further details, see our calendar on page 8 or visit our website at lawcover.com.au. Reasons to attend? 3 CPD units for Solicitors Rule 6 compliance Succinct three-hour sessions Maintenance event for premium discount eligibility* Either morning tea or working lunch provided How much? $60 per person (inc GST) * For more information about premium discounts, go to page 7 or visit our website at lawcover.com.au HOW TO REGISTER: Online at lawcover.com.au By phone on (02) OR Complete the registration form on page 8 and to [email protected] or fax to (02) Registered participants unable to attend the Claims Prevention Roadshow may send a substitute at no extra charge. Cancellations received in writing five (5) or more working days prior to the event will be fully refunded. We regret no refunds can be made for cancellations received less than five (5) working days prior to the event. Lawcover reserves the right to change the program at any time. Interesting and eye-opening as usual. Real world discussion of claimant issues and topics. Good to have two topics and a half day workshop especially in the suburbs. 5

6 Risk Briefings Lawcover s two hour Risk Briefings have been developed from an in depth risk management analysis of professional negligence claims against solicitors in specific areas of law. Learn how and where claims occur against solicitors in these specific areas of practice illustrated by claims from the files of Lawcover. Receive practice management tips on how to prevent a claim being made against you and your law practice. Traps in Property: Conveyancing Mike Devitt, Solicitor and Accredited Property Law Specialist Traps in Property: Mortgages & Leases Mike Devitt, Solicitor and Accredited Property Law Specialist Traps in Personal Injury Simone Herbert-Lowe, Senior Claims Solicitor, Lawcover Traps in Wills & Estates Ray Ward, Solicitor, Legal Practice Consultant, Lawcover Traps in Commercial Transactions Mike Devitt, Solicitor and Accredited Property Law Specialist Traps in Litigation Simone Herbert-Lowe, Senior Claims Solicitor, Lawcover Traps in Family Law Jackie Jones, Solicitor/Clinical Practitioner, University of Technology Sydney Three additional Risk Briefings outlining risk areas contributing to claims against solicitors illustrated again by claims from the files of Lawcover. Traps in Personal Performance Creating a safe and high performing law practice Robyn Bradey, Mental Health Accredited Social Worker, Consultant to Legal Aid, Bar Association and Law Society of NSW Fraud Traps Ensuring your practice is not used as a gateway to fraud Simone Herbert-Lowe, Senior Claims Solicitor, Lawcover Traps in Costs Making sure you get paid Jacqueline Highfield, Legal Costs Consultant, DGT Costs Lawyers For further details, see our calendar on page 8 or visit our website at lawcover.com.au. * For more information about premium discounts, go to page 7 or visit our website at lawcover.com.au Reasons to attend: 2 CPD units for Solicitors Rule 6 compliance Maintenance event for premium discount eligibility* Represents great value Very informative. A complete eye opener regarding risks. Will be hurrying back to my office to put systems in place to avoid problems. How much? $75 per person (inc GST) HOW TO REGISTER: Online at lawcover.com.au By phone on (02) OR Complete the registration form on page 8 and to [email protected] or fax to (02) Registered participants unable to attend any of our Lawcover Risk Briefings may send a substitute or transfer their registration to another date or another briefing at no extra charge. Should a briefing be cancelled or postponed all attendees will be notified as early as possible.

7 Qualify for larger premium discounts? Risk Management Education Program Premium Discounts 2016/17 Initial Eligibility Category Discount Conditions 3 x Principals Workshops 5% All principals of a law practice must complete at least 3 Principals Workshops within 3 policy years. 5 x Principals Workshops 7.5% All principals of a law practice must complete all 5 Principals Workshops within 3 policy years. Practices that achieve an initial discount of 5% can increase the discount by completing the remaining 1 or 2 Principals Workshops within 1 year. Principals Workshops Workshop 1 All about the Client Workshop 2 All about the Matter Workshop 3 All about the Communication Workshop 4 All about the Business Workshop 5 All about the Dollar Ongoing Eligibility After a law practice has become eligible to claim the discount by completing the conditions above, it can maintain its eligibility to claim the discount in future policy years provided all principals successfully complete one of the Maintenance Events each policy year. Law practices that were eligible to receive an RMEP discount in 2015/16 based on their attendance at Workshops in previous policy years can also maintain their eligibility for the new discounts by successfully completing at least 1 Maintenance Event before 30 June Maintenance Events Principals Workshops (see above) Claims Prevention Seminars One Day Claims Prevention Seminar Regional and Suburban Roadshows Risk Briefings (see page 6 for details) For more information about discounts, visit our website at lawcover.com.au. Alternatively, please contact Lawcover s Practice Support Services on (02) or [email protected] 7

8 2016 Calendar and Registration Form Register and pay online at lawcover.com.au or return this form by or fax Title: Name: Last name: Law Practice/Organisation: Mailing address: (DX or Postal) Phone: Position: February 2 Principals Workshop 1: All about the Client 9:00am - 1:00pm Sydney (ICA) $325 3 Risk Briefing - Traps in Property: Conveyancing 9.00am am Sydney (ICA) $75 4 Principals Workshop 2: All about the Matter 9:00am - 1:00pm Sydney (ICA) $325 5 Risk Briefing - Traps in Personal Injury 12:00pm - 2:00pm Sydney (ICA) $75 9 Principals Workshop 3: All about the Communication 9:00am - 1:00pm Sydney (ICA) $ Support Staff Workshop 9:00am - 1:00pm Sydney (ICA) $ Principals Workshop 4: All about the Business 9:00am - 1:00pm Sydney (ICA) $ Risk Briefing - Traps in Property: Mortgages & Leases 9.00am am Sydney (ICA) $75 16 Principals Workshop 5: All about the Dollar 9:00am - 1:00pm Sydney (ICA) $ Risk Briefing - Traps in Wills & Estates 4:00pm - 6:00pm Sydney (ICA) $75 19 Claims Prevention Roadshow: Ballina 9:00am - 12:00pm Ramada Hotel, Ballina $60 22 Principals Workshop 1: All about the Client 9:00am - 1:00pm Sydney (ICA) $ Principals Workshop 2: All about the Matter 9:00am - 1:00pm Sydney (ICA) $ Principals Workshop 3: All about the Communication 9:00am - 1:00pm Sydney (ICA) $ Principals Workshop 4: All about the Business 9:00am - 1:00pm Sydney (ICA) $ Principals Workshop 5: All about the Dollar 9:00am - 1:00pm Sydney (ICA) $325 March 1 Principals Workshop 2: All about the Matter 9:00am - 1:00pm Sydney (ICA) $325 2 Solicitors Workshop 9:00am - 1:00pm Sydney (ICA) $250 3 Principals Workshop 3: All about the Communication 9:00am - 1:00pm Sydney (ICA) $325 4 Risk Briefing - Fraud Traps 9:00am - 11:00am Sydney (ICA) $75 8 Principals Workshop 1: All about the Client 9:00am - 1:00pm Sydney (ICA) $325 9 Risk Briefing - Traps in Litigation 12:00pm - 2:00pm Sydney (ICA) $75 10 Principals Workshop 4: All about the Business 9:00am - 1:00pm Sydney (ICA) $ One Day Claims Prevention Seminar 9:00am - 4:00pm Rydges World Square, Sydney $ Principals Workshop 5: All about the Dollar 9:00am - 1:00pm Sydney (ICA) $ Principals Workshop 2: All about the Matter 9:00am - 1:00pm Sydney (ICA) $ Claims Prevention Roadshow: Cooma 11:00am - 2:00pm Cooma Ex-Services Club $60 22 Principals Workshop 1: All about the Client 9:00am - 1:00pm Sydney (ICA) $ Principals Workshop 3: All about the Communication 9:00am - 1:00pm Sydney (ICA) $ Principals Workshop 4: All about the Business 9:00am - 1:00pm Sydney (ICA) $ Principals Workshop 5: All about the Dollar 9:00am - 1:00pm Sydney (ICA) $325 April 1 Claims Prevention Roadshow: Chatswood 10:00am - 1:00pm Chatswood Golf Club $60 1 Risk Briefing - Traps in Personal Performance 4:00pm - 6:00pm Sydney (ICA) $75 5 Principals Workshop 3: All about the Communication 9:00am - 1:00pm Sydney (ICA) $325 7 Principals Workshop 4: All about the Business 9:00am - 1:00pm Sydney (ICA) $325 8 Risk Briefing - Traps in Commercial Transactions 9.00am am Sydney (ICA) $75 26 Principals Workshop 1: All about the Client 9:00am - 1:00pm Sydney (ICA) $ Risk Briefing - Traps in Family Law 9:00am - 11:00pm Sydney (ICA) $75 28 Principals Workshop 2: All about the Matter 9:00am - 1:00pm Sydney (ICA) $ Claims Prevention Roadshow: Tamworth 11:00am - 2:00pm West Tamworth Leagues Club $60 May 3 Principals Workshop 5: All about the Dollar 9:00am - 1:00pm Sydney (ICA) $ Risk Briefing - Traps in Costs 12:00pm - 2:00pm Sydney (ICA) $75 13 Claims Prevention Roadshow: Orange 11:00am - 2:00pm Orange Ex-Services Club $60 27 Support Staff Workshop 9:00am - 1:00pm Dubbo RSL $ Claims Prevention Roadshow: Dubbo 11:00am - 2:00pm Dubbo RSL $60 (ICA: Institute of Chartered Accountants 33 Erskine St, SYDNEY) Payment Options: (Register online if you wish to pay by credit card. A Tax Invoice will be issued once full payment is processed) Cheque enclosed payable to Lawcover Insurance Pty Limited Please invoice my law practice / organisation Confirmation of registration will be sent upon receipt of payment. TCP #3674 FEB 2016 Lawcover Pty Ltd ABN Lawcover Insurance Pty Ltd ABN Telephone (02) Facsimile (02) [email protected] lawcover.com.au