Trust Accounting Online

Better Business Series: Trust accounting 

This seminar is designed to assist support staff and sole practitioners to fill in all the gaps associated with the mechanics of running and managing a trust account to ensure compliance with the Legal Profession Act 2006.

Don't lose your entitlement to work in a legal practice. Don't become a disqualified person. Learn what your responsibilities are when you identify a trust account irregularity.

Details

  • This is an on-demand webinar you can watch at anytime - link and password will be sent when you register 
  • Members will earn 3 CPD units in Core Area 2
  • Cost (incl GST): $180 per person

Event registration terms and conditions

ACT Law Society invoices have payment terms of 14 days. Fees are payable upon registration. A 1.2% surcharge may be incurred on payments processed via credit/debit card. The Society reserves the right to cancel or alter events at its discretion, and in such circumstances, attendees will be notified via email. 

Definitions — 'Registration' means any booking given to the Society in writing, on our website, or by phone. 'Member' means any member of the ACT Law Society, including associate members and honorary members. 'New Lawyer' means any member who has held a practising certificate for five years or less. 'CLC' means any member working for a recognised community legal centre, or holding a volunteer practising certificate. 'Student' means any member holding a student membership.

All cancellations must be made in writing, and all cancellations will incur a fee, however, no charge will be incurred for substituting another person. Outside of the cancellation periods given below, a $10 administration fee will be incurred for any cancellation made. If a registered attendee fails to attend without notifying the Society in writing, no credit or refund will be offered and 100% of the total cost will be retained by the Society. 

CPD Events — In the case of CPD events held at an venue other than the Law Society, no refund can be made after the RSVP date of the event. In the case of CPD events held at the Law Society, for cancellations made up to two working days prior to the event, 50% of the total cost will be retained by the Society as a cancellation fee and the balance may be used as a credit towards other CPD events or be refunded. If you choose to keep a credit it will remain valid for 12 months from the event date, after which time it will expire. For cancellations within two working days of the event, no refunds or credits will be applicable. 

Webinars — In the case of live or on-demand webinars, as connection details are sent when registration is completed, no refund or cancellation is available. 

Social events — In the case of social events, no refund can be made after the RSVP date of the event.

Attendees of events consent to filming, photography and sound recording as members of the audience. By registering and attending this event you agree to being filmed or photographed which may be used for marketing or promotional purposes

 

 

Registration

Member registration $180.00(GST incl.) Register
Non-member registration $250.00(GST incl.) Register

Schedule

Speakers

Tanya Berlis, Director, Berlis Consulting 

A highly motivated and vibrant business owner, Tanya uses her 17+ years of experience in the legal industry by assisting organisations to reach and sustain their strategic objectives. With a strong focus on business performance and people & culture, Tanya’s depth of knowledge enables her to assists Legal firms with their strategy, human resource capabilities, and operational matters.

Tanya’s career has been underpinned by a motivation to strategically align an organisation’s people with the overarching corporate objectives. In doing so, she is recognised as an industry leader and continues to change the Legal Industry’s culture. In addition to owning her own management consultancy business, Tanya is on the Committee of The Law Council of Australia’s Law Management Group, including a term as Chair from 2015-2017. She is also an Executive Committee member of the Law Council of Australia’s Legal Practice Section and previously Chair of the ACT Law Society ACT Legal Executive Committee. 

Prior to establishing Berlis Consulting, Tanya was the Chief Executive Officer of KJB Law, and the Chief Operating Officer of Meyer Vandenberg for over 16 years. Tanya has a passion for improving culture, diversity, and employee engagement.

Rob Reis, Professional Standards Director, ACT Law Society

Rob Reis is the Professional Standards Director of the ACT Law Society, with responsibility for Chapter 4 investigations into allegations of misconduct by practitioners including conflicts of interest, breach of confidentiality, and trust account misappropriation and defalcation. Rob has been in this role since the commencement of the Legal Profession Act in 2006, and prior to that was in private practice from 1985.

In addition to his statutory role Rob also presents risk management and trust account seminars for newly admitted practitioners, paralegals and other administrative and support staff. He also runs bi-annual mandatory Practice Management Courses for senior and experienced practitioners and is a sessional lecturer at the University of Canberra and a tutor in Ethics at the Graduate Diploma in Legal Practice at the Australian National University.

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