lawlink conference 11 - 14 may 2017 napier · 2017-03-28 · sole in 1990. kate took silk in 2013....
TRANSCRIPT
Roadmap to a Bold Vision
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Lawlink Conference11 - 14 May 2017Napier
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Contents
Section 1 Agenda 04 Pre-Conference Events 06 Conference Events 08
Section 2 Presenters 12
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The Agenda
S.01
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The Agenda
Thursday 11 May 2017Pre-conferenceEvents
10.00am – 5.00pm Management Meeting (closed) Sam Coupland
12.30pm – 1.15pm Working Lunch
4.00pm – 5.00pm Nominated delegates’ and First-time attendees’ Networking session Ambrose Blowfield
6.00pm Pre-dinner Drinks & Dinner, Napier Conference Centre
Roadmap to a Bold Vision
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Friday 12 May 2017
7.30am – 8.30am Nominated Delegates’ Breakfast Meeting (closed) Sam Coupland
7.30am – 8.30am Champions’ Breakfast Meeting (closed)
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The Agenda
Friday 12 May 2017ConferenceEvents
9.00am – 9.15am Introduction: Conference Opening
Erich Bachmann,
Chairman, Lawlink
Penny Ford, ANZ
MC David Todd (Toddy)
9.15am – 10.15am Session 1: 7 Keys to Resilience
Dr Sven Hansen
10.15am – 10.30am Session 2: Meet the Exhibitors in
60 seconds
Sponsors
10.30am – 11.00am Morning Tea
11.00am – 12.15pm Session 3: Looking Ahead – What
Might Law Firms Look Like on
the Inside?
Kriss Will
12.30pm – 1.30pm Lunch
Roadmap to a Bold Vision
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1.30pm – 2.25pm Session 4:
A – Trusts Panel (closed)
Kate Davenport QC,
Jared Ormsby, Wynn Williams,
Lindsay Pope, Trustee Support
B – Corporate Social:
Actionable ways to deal with
crisis management, influencer
marketing and employee
advocacy
Sara Phillips, ANZ
C – Understand what your client
wants (the art of good questioning)
Ambrose Blowfield,
The Marketing Company
2.30pm – 3.30pm Session 5:
A – Trusts Panel continued.
B – The Motivation Imperative
Simon Tupman
C – AML / CFT
Jeanette Kreft, Katherine Le Quesne
The Compliance Company
3.30pm – 4.00pm Afternoon Tea
4.00pm – 5.00pm Session 6:
A – IP protection and enforcement
in China and other Asian
jurisdictions
Anton Blijlevens, A J Park
B – Panel on Firm Initiatives
C – Elder Law discussion (closed)
7.00pm Pre-dinner Drinks & Dinner, Mission Estate Winery
Judge Sir David Carruthers,
as dinner speaker
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The Agenda
Saturday 13 May 2017
8.45am Introduction: Conference Opening
David Todd
8.50am – 9.30am Session 7: Risky Business
Christine Grice
9.30am – 10.15am Session 8: Mission Atlantic:
Four Women and a Bold Vision
Kathy Tracey
10.15am – 10.30am Morning Tea
10.30am – 11.30am Session 9: Creative Impact
Sam Johnson
11.30am – 12.00.pm Wrap-up and Conference Prize Draws
Roadmap to a Bold Vision
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Afternoon activities – choose one only per person
1.00pm – 5.00pm Golf - Playing for Peter Mathews
Memorial Cup
Napier Golf Course
1.00pm – 3.30pm Wine tasting and light lunch
(platters) at Church Road Winery
1.00pm – 5.00pm Bike Tours
1.00pm – 5.00pm Art Deco Tour
1.00pm – 5.00pm Own arrangements
7.00pm Pre-dinner Drinks & Dinner, The Old Church
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Presenters
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Presenters
— Sam CouplandFMRC
fmrc.com.au
— Ambrose Blowfield The Marketing Company
themarketingcompany.co.nz
Sam joined FMRC in January 2000 and became a Director in
July 2006. His client facing roles span direct consulting and
management training.
In any one year he would be engaged by 50+ firms to assist
with strategic planning, partner compensation, equity
valuation and succession related issues.
Sam is considered the foremost authority on law firm
valuations and would value more law firms than anyone
else in Australia. He has developed a robust valuation
methodology which calculates an accurate capitalisation rate
that assesses the risk profile, cash flow and profitability of
the firm.
From a training perspective, Sam is involved in presenting at
conferences as well as developing and presenting numerous
FMRC programmes.
Prior to joining FMRC Sam’s professional life saw him
working at Ernst & Young for four years followed by a stint
in London conducting due diligence on businesses listing
on the London Stock Exchange whilst working for Smith &
Williamson.
In June 2015, Sam was invited to be a principal of
Edge International – the leading law firm management
consultancy group.
Ambrose Blowfield is Australasia’s leading trainer and speaker
in marketing, sales and business networking. He co-founded
THE Marketing Company in 2004, where his passion for
helping businesses grow has led them to support over 6000
clients in over 10 countries across three continents.
Ambrose is a dynamic, passionate and professional trainer
and speaker who is energized about training and facilitating.
His other passions include his wife and two daughters,
watching the All Blacks, and gastronomic excellence.
Roadmap to a Bold Vision
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— Erich BachmannChairman
The Lawlink Group Limited
heskethhenry.co.nz
Erich Bachmann is the Chairman of The Lawlink Group and
the Managing Partner at Hesketh Henry. His principal areas
of practice are corporate and commercial law, particularly in
mergers and acquisitions and foreign investment.
His experience also includes more than 25 years of drafting
and reviewing business contracts both on a standalone
basis or in the context of extensive legal due diligence
investigations on behalf of local and international clients.
He also has a special interest in advertising and marketing
law. He has advised a variety of international clients through
the Global Advertising Lawyers Alliance where the firm is the
New Zealand member and Erich is the current President of
the Asia Pacific region.
Erich is the President of the New Zealand German Business
Association, the officially recognised representative in
New Zealand of the German Chambers of Commerce and
Industry and the Federal Ministry of Economics.
He is also the Honorary Consul of the Federal Republic of
Germany in Auckland.
Erich is fluent in German and Spanish.
— Penny FordGeneral Manager, Auckland & Northland
Commercial & Agri
ANZ
anz.co.nz
Penny leads the Auckland & Northland team for ANZ’s
Commercial & Agri business, which delivers relationship
management to mainly privately-owned businesses with
annual turnover ranging from $2 million-$250 million.
Prior to working in the Commercial & Agri business,
Penny spent 16 years in Financial Markets across sales and
structuring. While the majority of this time was in the New
Zealand business, Penny also spent some time in Asia and
Australia with ANZ. Penny has previously been a director
on the UDC Board and is currently a director on the ANZ
Investments Board.
Penny has a Bachelor of Engineering – Honours in Chemical
and Process Engineering from the University of Canterbury
and a Masters in Applied Finance from Victoria University.
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Presenters
— David Todd toddytalks.com
— Dr Sven Hansen resiliencei.com
As a presenter, something he has done professionally
since 1991, David’s (better known as ‘Toddy’) style, as we
saw at last year’s conference, is both entertaining and
thought provoking.
Since the establishment of ‘Toddy Talks’ David’s client
list includes, among others, Harcourts, Silver Fern Farms,
Landcorp, BNZ, Mission Estate, Dairy NZ, Farmlands,
BrokerNet, Fastway Couriers, ANZ, and Pioneer. He has
spoken throughout New Zealand, in Australia and in
Bangkok Thailand.
David is degree qualified from Lincoln College (B Com Ag
Valuation/Farm Management).
‘Toddy Talks’ was established in 2011 following a little over
two decades in Rural Banking that included a variety of
roles. Highlights of this include being chosen as the Bank’s
representative at the NZ Opportunities Expo in London and to
visit Uruguay to assess opportunities there.
David’s association with things legal during his time in
banking gave him some insight into the world of law. He does
note that his almost unblemished University record of
‘C’ passes was blemished by an ‘A-’ for Ag Law.
He completed a Directors Course run by the NZ Institute of
Directors in 2008.
Dr Sven Hansen, (MBChB, MBA) has pioneered preventative
medicine, stress mastery, and the Performance mindset.
He has worked with many global, sports and educational
organizations to build Resilience. Sven challenges you to
transform by integrating physical, emotional, cognitive and
moral resilience into life, leadership and business.
With a background in Special Forces and Sports Medicine,
Sven has run resilience courses in business since 1988.
As Founder of the Resilience Institute, he leads teams in
Australasia, Asia, Europe and the US, helping businesses craft
resilience into their people and teams.
He is a regular conference speaker on resilience, human
factors, leadership and health.
Roadmap to a Bold Vision
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— Kriss WillKriss Will Consulting Pty Ltd
krisswillconsulting.com.au
Kriss Will founded Kriss Will Consulting Pty Ltd in 1996 and
for the last 20 years has provided management consulting
services and training & development workshops to a range of
professional service firms. Kriss works with many Australian
law firms and is called upon for her strategic input as well as
her operational expertise.
Known as a practical and dynamic presenter, Kriss draws on
her day to day management experience to offer practical
solutions to business challenges and encourages people to
think differently about making the most of opportunities.
Kriss is active within legal professional associations serving
on a number of Law Council and Law Institute executives and
committees, as well as being a founding member of Victorian
Women Lawyers and Australian Legal Practice Management
Associations.
— Kate Davenport QCbankside.co.nz
Kate was admitted to the Bar in 1983. She became a Barrister
sole in 1990. Kate took Silk in 2013.
Kate was admitted to the UK Bar by the Middle Temple in July
2015. Kate was awarded the New Zealand Lawyer Barrister of
the Year Award in 2013.
Kate is a civil and commercial litigator with 25 years’
experience at the bar. She is also a qualified mediator.
Kate practises primarily in civil and commercial litigation
including cases involving contracts and torts, equity and
trusts, insolvency and company law, land law, construction
law, relationship property and health law. Kate has a special
interest in professional regulation.
Kate is deputy chair of Real Estate Agents Disciplinary
Tribunal.
Kate is President of the Film & Literature Board of Review.
Kate writes extensively in the area of Trust Law and is a
contributing editor to LexisNexis Law of Trusts.
Kate is a former Vice President of the New Zealand Law
Society and the New Zealand Bar Association.
Kate is an accredited advocacy trainer accredited by
International Advocacy Training Council.
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Presenters
— Jared OrmsbyPartner
Wynn Williams
wynnwilliams.co.nz
— Lindsay PopeTrustee Support Ltd
trusteesupport.co.nz
Jared is National Managing Partner of Wynn Williams.
He practises in the areas of trust and commercial litigation.
Jared is an advisor to the Minister of Justice on the Trust Law
Reform Committee. Jared was counsel in the Supreme Court
and Court of Appeal in Kain v Hutton and Chirnside v Fay.
He was counsel for Church Property Trustees in the dispute
about demolishing the Christchurch Cathedral in the
High Court and Court of Appeal and in Powell v Powell in the
High Court and Court of Appeal relating to removal
of trustees.
Jared recently acted in the prominent charitable trust dispute
relating to Burnett Mount Cook Charitable Trust.
Jared is a member of STEP and the Trusts Committee of the
Canterbury Branch of the NZLS.
He is a contributing author of Equity and Trusts in
New Zealand published by Brookers.
Lindsay provides independent consultancy services to
professional advisers and firms wanting to unlock commercial
value and reduce professional risk in their trust and estate
planning services.
He speaks, authors and mentors on good trustee and
beneficiary practice and brings 40 years’ experience
managing trusts and estates, to help trustees improve their
contribution in the role.
Lindsay is the President of the Estate & Tax Planning Council
and a member of the Society of Trust & Estate Practitioners.
Roadmap to a Bold Vision
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— Sara PhillipsSocial Media Marketing Manager
ANZ
anz.co.nz
Sara has led and managed Social Media for some of
New Zealand’s largest corporations and has vast experience
in both Social Media Marketing and Social Media
Customer Service.
Sara joined ANZ, as ANZ’s Social Media Marketing Manager,
in 2015. As the Bank’s dedicated social media manager, Sara’s
role includes ensuring all social media efforts deliver tangible
business outcomes and are fully integrated into ANZ’s wider
digital and business strategy.
Sara’s awards include the Spikes Asia Award 2016 for Best
Use of a Social/Digital Platform, a Silver Effie Award 2016 for
Consumer Services and a Bronze Effie Award 2016 for
Limited Budget Campaign. Sara was on the judging panel of
the 2016 New Zealand Social Media Awards.
— Anton BlijlevensPartner | Head of China Desk
AJ Park
ajpark.com
Anton Blijlevens is a partner in AJ Park’s Auckland engineering
and ICT team. He specialises in all aspects of patent and
related intellectual property law, particularly for mechanical
and manufacturing patents. Anton is also a copyright and
designs specialist, and leads AJ Park’s dedicated China team.
Anton acts for a diverse client base, including a number of
large companies in the aviation, maritime, and specialised
manufacturing sectors. He has experience with a range of
technologies, including packaging, marine, composites,
engine design, fluid dynamics, clean technologies, and
thermo dynamics.
With over 20 years’ experience as a patent attorney, Anton
advises clients on IP strategy formulation, due diligence,
freedom to operate clearance, and patent portfolio
management.
Anton is also active in the start-up and early stage
sector, assisting founders and investors with IP strategy,
FTO, IP audits, due diligence, patent protection and
commercialisation.
Anton is also a lecturer on IP law at the University of Auckland
Business School and Massey University Engineering School,
and regularly presents on IP to many industry groups around
New Zealand.
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Presenters
— Simon Tupmansimontupman.com
Simon is a practice development specialist. A former
practising lawyer in London, Simon has over 25 years’
experience of working with professional service firms globally
helping them to grow and develop.
He has written two best-selling books, Why Lawyers Should
Eat Bananas which has been translated into Russian and
Why Entrepreneurs Should Eat Bananas which has been
translated into Portuguese and Spanish. His latest book Legal
Eagles features law firm leaders who are making a difference
in the world.
Simon is a founding member of the Law Management Group
and a member of the UK-based Law Consultancy Network.
— Jeanette KreftDirector
The Compliance Company
thecompliancecompany.co.nz
Jeanette setup The Compliance Company after identifying
the need for robust and commercially focused compliance
and AML/CFT solutions in New Zealand. Prior to setting up
The Compliance Company, Jeanette worked at two leading
law firms in New Zealand, and a leading law firm in Japan.
Jeanette has significant regulatory experience in the financial
services sector and has assisted a number of national and
international companies with their licensing, authorisation
and compliance requirements. Jeanette specialises in
advising clients on the following areas:
• Regulatory compliance.
• Anti-money laundering and countering financing of
terrorism.
• Preparation and submission of market service licences, as
well as assisting with the ongoing satisfaction of licensee
obligations.
• Disclosure obligations.
• Financial adviser obligations.
• Development and implementation of risk and compliance
frameworks, and the testing of the effectiveness of those
frameworks.
Roadmap to a Bold Vision
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— Judge Sir David CarruthersChairperson
Independent Police Conduct Authority
Judge Carruthers practised in Wellington before returning
to practise law in his home town of Pahiatua. A move to
Palmerston North and his own practice preceded his being
appointed a Family Court Judge and Youth Court Judge in
Wellington in 1985. In 1995 Judge Carruthers was appointed
Principal Youth Court Judge and in 2001 he was appointed
Chief District Court Judge, a position he held until his
retirement in 2005. Judge Carruthers was the Chairman
of the New Zealand Parole Board from 2005 until his
appointment as Chairman of the Independent Police Conduct
Authority in April 2012.
Judge Carruthers has long been an outspoken supporter
of restorative and therapeutic justice initiatives. Judge
Carruthers holds that it is better to involve communities
directly in the criminal justice system in order to obtain
better outcomes which reduce crime and acknowledge
victims’ concerns. The Judge has spoken at a large number
of international and national conferences and has been
an author of a number of papers presented in overseas
seminars. In 2002, he chaired the Ministerial Taskforce on
Youth Offending. In 2012 he received the prestigious
Baer Award in Orlando, USA for his contribution to the work
of International Parole Authorities.
Judge Sir David Carruthers was made a Distinguished
Companion of the New Zealand Order of Merit in 2005 for
his services to the District Courts. He was knighted by the
Governor-General in 2009.
— Katherine Le QuesneSenior Consultant
The Compliance Company
thecompliancecompany.co.nz
Katherine has extensive experience in the Anti-Money
Laundering and Countering Financing of Terrorism industry,
both within New Zealand and the United Kingdom. Prior
to becoming a consultant, Katherine held Senior Manager
roles at two of New Zealand’s top five banks; tasked with
implementing and providing oversight of the AML/CFT
Programmes within those banks.
Katherine has assisted a number of organisations with the
preparation or review of their AML/CFT Risk Assessment and
Programme. In addition, Katherine has completed a number
of section 59 audits across different sectors, including a
Tier 2 bank. With extensive operational experience working
within financial institutions, Katherine is also able to provide
excellent, practical guidance on the implementation of
Programme requirements.
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— Christine GriceExecutive Director
New Zealand Law Society
Christine has had over 25 years’ experience in all areas of
civil, commercial and public law, as a partner in the legal firm
of Harkness Henry.
Christine is Executive Director of the New Zealand
Law Society. She was instrumental in the design and
implementation of the Law Society’s client care and
regulatory and complaints regime. She has special
experience in negotiation and risk management and is the
Lawlink risk management representative for the negotiation
of the professional liability arrangements for the
Lawlink Group.
Christine is also a judge of the High Court in the
Cook Islands.
— Kathy TraceySystemic Team Coach & Guinness
World Record Holder
nz.linkedin.com/in/kathytracey
They said we’d never do it: Four women, one rowing boat and
a vast ocean: A bold vision indeed!
Rowing across the Atlantic Ocean, tired, sore and seasick,
Kathy and her crewmates battled huge seas, and their own
demons, to arrive victorious as the first female fours crew to
row unsupported across any ocean.
Elected as the first female vice president of the Guernsey
Chamber of Commerce, appointed as Chair of the
Employment and Discrimination Tribunal, selected to sit as an
advisor to the Dairy Industry Review Panel and serving on the
Skills Strategy Advisory Group, Kathy has had a vast range of
experience.
A successful businesswoman, Kathy recently sold her award
winning Guernsey (UK) based Leadership Development
company and moved home to Wellington.
Kathy now runs ‘Thinking Spaces Ltd’ and is a practising
Systemic Team Coach who has worked extensively with
offshore law firms. She works with partners and senior
lawyers who are looking to work more effectively together,
and individually to enhance their leadership capabilities.
Presenters
Roadmap to a Bold Vision
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— Sam JohnsonCo-Founder
WeVisit
sva.org.nz
Sam Johnson is a social entrepreneur and Adjunct Fellow
in the School of Education and Leadership at the University
of Canterbury. He is most well known for founding the UC
Student Volunteer Army (SVA) that over the past five years
has shattered the stereotype typically attributed to younger
people in New Zealand through meaningful collaboration and
community engagement.
Sam currently works on two projects: a social enterprise
called ‘WeVisit’ where students are connected to visit and
learn from elderly people and a campaign series called ‘Serve
For New Zealand.‘ In 2016, Serve For NZ mobilised 4500
people to do a thoughtful act of service on Anzac Day.
Sam has been named a Young New Zealander of the Year
award and Communicator of the Year and is #17 on the
Readers Digest Most Trusted New Zealanders list. He is a
member of the Ministry of Youth Development Partnership
board, Westpac Sustainability Advisory Board and
International Association of Volunteer Effort.
The rebuilding period after the
Hawkes Bay 1931 earthquake
coincided with the short-lived and
rapidly changing Art Deco era and
the Great Depression. As a result,
Napier’s architecture is strikingly
different from any other city; the
whole centre of Napier was rebuilt
simultaneously.
Left
The T & G Building