Practical Professional Trusteeship 2019 – Managing Trustee Risk

Description

Risk is inherent in any trustee appointment and managing potential risk should be top of mind for all trust professionals.

  • What sorts of risks should professional trustees be thinking about? 
  • How should a busy professional manage and mitigate trustee risk? 
  • What sorts of risks should advisers be looking for with trust clients? 

This webinar will raise awareness of various types of risks that can arise for a professional trustee in any trust appointment.

Lindsay Pope of Trustee Support Ltd will share practical examples of risks he has seen from a career spanning over 40 years in professional trusteeship.

Common trustee risks will be reviewed, categorised and practical strategies provided to help trustees manage and mitigate potential risk.

This webinar is a must for professional trustees, professional firms, trust managers and trust administrators who are wanting to lower professional risk, strengthen existing trust appointments and serve their trust clients better.

LEARNING OUTCOMES

This webinar will provide practical ways to assist professional trustees, advisers and administrators to:

  • Identify common risks in trust management and administration
  • Help categorise trustee risk
  • Implement strategies and use tools to reduce professional risk

SUITED TO

Accountants, lawyers, professional trustees, trust managers and professional advisers wanting a strengthen their risk awareness, intercept potential issues, improve the value delivered and reduce professional risk.

PRESENTER

Lindsay Pope, Principal, Trustee Support Ltd

1.25 CPD Hours

  • Mar 12
    Tue, 10:30 AM NZDT - 11:45 AM NZDT Online
    • $190.00 excl. GST

Coming Soon

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One-connection-one-fee

Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.

Recordings

All registrants that do not log into the live webinar are automatically sent a recording either later the same day or early the next business day.

If you did log in and wish to view again simply drop us a line at NZ‑learning@wolterskluwer.com and we’ll be happy to send it to you via email.

Sole practitioners

A discount on webinars is available for sole practitioners. Please contact us at NZ‑learning@wolterskluwer.com to confirm eligibility.