Recorded Webinar: 3 CPD Compulsory Topics for Lawyers – a national webinar for lawyers


15th November 2019: 
Duration:  3 hours


This webinar comprises 3 one-hour sessions covering each of the compulsory CPD subjects for lawyers for the CPD year ending 31 March 2020.

Session 1: Professional Skills

Assessing a Client’s Capacity to Give Instructions 

Central to the lawyer-client relationship is that a practitioner must be able to rely and act on instructions given by a client. However, what if a lawyer has doubts about their client’s ability to give instructions? Recognizing the signals of incapacity, physical or otherwise, and how to deal with it is the subject of this session. It includes:

  • Understanding Solicitor Conduct Rules on client capacity

  • Recognizing signals and signs of incapacity during client interviews – spotlight on mental health, disability and other issues affecting capacity

  • What to do when you have doubt about a client’s capacity

  • Recording initial mental capacity assessment

  • When to refer client and to whom

  • Talking about capacity with the client

  • When to seek a substitute decision maker

  • Case study – capacity checklist for lawyers

  • Case report – Ryan v Dalton [2017] NSWSC 1007

Session 2: Practice Management & Business Skills

Creating Digital Content and Measuring Its Return: A Primer for Lawyers

Digital marketing, newsletters, tweeting – how effective is it all really?  This session looks at the various ways you can create social content and what returns you can expect.  The types of things working for lawyers may surprise you.  This session will take a detailed look at the various social mediums around and how you can develop your social media skills. It covers:

  • Digital marketing – Facebook and Instagram ads for lawyers – is it appropriate and where has it been done well?

  • Developing your social media profile – what are they steps?

  • Specialist v generalist – what is your message?

  • Managing your social media profile – which platforms?

  • To tweet or not to tweet – should you use Twitter?

  • Case studies on effective social media use for practitioners

Session 3:  Legal Ethics

Ethical Challenges with Letters of Advice and Demand 

This session examines the ethical dimensions of the bread and butter mainstays of practice – letters of demand and advice. The ethical parameters are explored to ensure that everyday matters do not create unnecessary ethics headaches. It includes:

  • Letters of demand:

    • Don’t overstate or mislead

    • Legal costs and ‘extras’ – ensuring the right to payment

    • Not misdescribing the nature of the latter

    • Use of language and format of latter

    • Not threatening ‘trouble’ in letters of demand

    • When you should not take on the work

    • Ethical issues in researching the claim

  • Letters of advice:

    • Summarizing the case – is there an ethical overlay here?

    • Stating what needs to be addressed and the solution options

    • Recommendations and proposed course of actions – ethical parameters

    • Factual gaps, assumptions and requests for information

    • Laying it on the line for the client – does this have an ethical dimension?

    • Case study – the perfect letter of demand?

Recorded Webinars,Legal CPD Compulsory Subject/s,Recorded Webinar:  3 CPD Compulsory Topics for Lawyers – a national webinar for lawyers

Jen McMillan, Legal Risk Manager, Lawcover, Sydney

Jen McMillan was admitted to practice in New South Wales in 1989 and in Western Australia in 1992.  She is a Law Society of NSW accredited specialist in wills and estates and has extensive experience in this area in private practice and with a trustee company and as the Practice Leader – Wills and Estates in the College of Law’s LLM (Applied Law) program and as a former part-time Senior Member (Legal) in the Guardianship Division of the NSW Civil and Administrative Tribunal.  

Jen is a member of the NSW Law Society Elder Law and Succession Committee and a member of the Society of Trust and Estate Practitioners.  Jen is a Legal Practice Consultant with Lawcover.

Recorded Webinars,Legal CPD Compulsory Subject/s,Recorded Webinar:  3 CPD Compulsory Topics for Lawyers – a national webinar for lawyers

Noric Dilanchian, Special Counsel, Nexus Law Group, Sydney 

Noric’s approach to practice is multidisciplinary, integrating legal, business and innovation strategy to brand, protect, document, manage, market and commercialise intellectual property, digital media, technology and knowledge assets.

Since 1983 he has continuously worked as a business lawyer. In previous position Noric led Dilanchian Lawyers from 2000 to 2018 and before that he worked as a lawyer in national and medium-sized law firms. His first position was in-house counsel with Angus & Robertson Publishers. He graduated from the University of New South Wales with degrees in Arts and Law.

Recorded Webinars,Legal CPD Compulsory Subject/s,Recorded Webinar:  3 CPD Compulsory Topics for Lawyers – a national webinar for lawyers

Jennifer Shaw, Partner, Bartier Perry, Sydney

Jennifer is a Partner in the Dispute Resolution & Advisory team with over 20 years of experience in the legal profession. She acts and advises in relation to disputes across a broad range of industries including professional negligence, contract disputes, construction disputes, intellectual property disputes, family provision/estate disputes, debt recovery, winding up and bankruptcy.  Jennifer works closely with her clients to find the most commercially sensible, timely and cost effective solutions.

Jennifer has in depth experience in professional disciplinary matters.  She is a panel member of the Law Society’s Professional Conduct Advisory Panel and she acts for and advises solicitors who are subject to disciplinary complaints, show cause events, suspensions and related proceedings.  She has also acted for and advised peak professional bodies in relation to the prosecution of disciplinary matters before specialist Tribunals in NSW and the ACT.

Recorded Webinars,Legal CPD Compulsory Subject/s,Recorded Webinar:  3 CPD Compulsory Topics for Lawyers – a national webinar for lawyers

Katherine Ruschen, Partner, Bartier Perry, Sydney

Katherine has 20 years’ experience practising in the areas of professional indemnity, public liability, medical negligence, management liabilities and public inquiries.  Katherine has acted in a wide range of professional negligence and public liability claims and has represented clients in Royal Commissions and Coronial Inquiries.

Katherine regularly represents professionals from various industries, including legal, health and finance, in responding to consumer and disciplinary complaints and in connection with associated disciplinary action by industry regulatory bodies. Katherine has a deep understanding of the personal and professional issues that arise for professionals facing a claim, complaint, investigation, public inquiry or disciplinary action. She is regarded for the compassion and empathy she brings when working with her clients, while still providing clear, concise and frank legal advice.


This webinar is suitable for lawyers - Australia wide and it has been designed to deliver the 3 compulsory subject CPD units for the CPD year ending 31st March 2020.


Lawyers can claim 3 CPD units – compulsory subjects.  1 unit each for Ethics, Practice Management and Professional Skills.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]
Recorded Webinars,Legal CPD Compulsory Subject/s,Recorded Webinar:  3 CPD Compulsory Topics for Lawyers – a national webinar for lawyers

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Product Code: WBLNOV19
 Price:  $385.00 (Inclusive of GST)
© 2021 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.