CPD Core Competency Areas for All Lawyers: The New Uniform Legal Regime in WA
213W10: Understand the anticipated changes from the Legal Profession Uniform Law. Explore the high risk, hot spots for ethical breaches in your role by examining recent cases and investigate the underlying principles. Gain in depth knowledge of internal control procedures for operating your trust account and your obligations. Protect yourself and your practice by making sure that you have the right costs and billing skills and processes for a healthy lawyer/client relationship.
Description
Attend and earn 3 CPD points including:
1 point in Competency Area 1: Practice Management
1 point in Competency Area 2: Professional Skills
1 point in Competency Area 3: Ethics & Professional Responsibility
This program is based on WA legislation
Chair: Craig Slater, Barrister Francis Burt Chambers; member, Ethics Committee and Professional Standards Scheme Committee and convenor, Quality Practice Standard Committee, Law Society of WA
Competency Area 3: Ethics & Professional Responsibility
2.00pm to 3.00pm Developments in Ethics and Professional Responsibility
- The need to understand the basic principles
- What recent cases tell us about growth areas of risk
- What else is trending
Presented by Ashley Macknay, Director, MDS Legal
Competency Area 2: Professional Skills
3.00pm to 4.00pm Trust Accounts: Review and Practical Cases
- What trust accounting records must be established when receiving trust money by a law practice?
- How to manage your obligation and responsibilities with respect to trust money
- What to look out for when reviewing the trust accounting records
- Practical case studies: examples of cases were the legal practitioner was held responsible, what should have been the process, what actually happened and the outcomes of each case to the law practice, legal practitioner and staff
Presented by Anna Young, Senior Trust Account Inspector, Legal Practice Board of Western Australia
4.00pm to 4.15pm Afternoon Tea
Competency Area 1: Practice Management
4.15pm to 5.15pm Costs and Your Practice Under the Proposed Legal Profession Uniform Law
- Background to the Uniform Legal Profession laws, from a national perspective
- The importance of valid costs agreements and good disclosure
- A refresher on solicitor and client costs
Presented by Maria-Luisa Coulson, Managing Director, Coulson Legal; Chair, Costs Committee, Law Society of WA; member, Professional Affairs Committee and Legal Practitioners Complaints Committee, Legal Practice Board of WA
Presenters
Ashley Macknay, Director, MDS Legal
Ashley’s practice includes commercial litigation, professional negligence claims and disciplinary matters involving lawyers. Since about 2008, Ashley has also practised in matters involving the regulation of the legal profession and represents the Legal Practice Board. He is a long standing member of the Ethics Committee of the Law Society of Western Australia, and the Society’s inaugural representative on the Law Council of Australia’s Professional Ethics Committee. In those capacities, Ashley has been involved in the drafting of the professional conduct rules which apply to lawyers in WA, and the rules which apply in most of the other States of Australia.
Maria-Luisa Coulson, Managing Director, Coulson Legal
Maria-Luisa is one of Western Australia’s leading experts in the law of costs, having appeared as counsel in some of Western Australia’s major costs decisions and appeals. She is an Arbitrator and acts as a neutral evaluator in expert costs determinations. Maria-Luisa is involved in the development of costs practice, procedure and reform. Prior to establishing Coulson Legal in 2011, Maria-Luisa practised as a barrister specialising in legal costs for almost 8 years, as Head of Chambers of “Sir Ronald Wilson Chambers”, a barristers’ chambers which she founded in 2003.
Anna Young, Senior Trust Account Inspector, Legal Practice Board of Western Australia
Anna is a qualified CPA with a Bachelor of Business majoring in Public Accounting, Masters in Business Administration majoring in Management, Graduate Certificate in Forensic Investigation and a Certified Fraud Examiner. In her current position she has been involved in identifying and documenting major defalcations dealing with trust money and has been an expert witness in these prosecutions which required attendance at SAT and the District Court. Previous employment experience has been in senior positions within the banking industry, managed a finance organization, managed the accounting function of a large multi-disciplinary organization and has undertaken various contract accounting positions.
Venue
Parmelia Hilton
Level 1, Meeting Room, 14 Mill Street
Perth 6000
WA
Australia
Directions
Nearby Public Transport:
Train Stations - The Esplanade Station
Bus Interchange - St Georges Terrace Cloisters Green
Parking information
Parmilia Hilton - Valet Parking only - Click here to view rates.
Convention Centre - 100 metres from Parmelia Hilton. Click here to view rates.