Professional Trustee Tune-up 2021 – Package

Description

Purchase this two part webinar series as a package and save 10%.

Valued at $390 + GST, you get both webinars for just $351 + GST. 

Professional Trustee Tune-up 2021 - Part 1(recorded version)

Wed 14 April 2021, 10:30 AM NZST - 11:45 AM NZST

Best practices for improving professional trustee value and impact

It is not uncommon for advisers to find themselves in the role of professional trustee with limited skills and training. The training available has historically often been centered on topical technical matters or issues.

No longer can a professional trustee afford to take a transactional approach to trusteeship. Trustees must be diligent – that means thinking about and doing the right things.

This webinar is specifically for busy professionals who want a practical tune-up on the practical basics of professional trusteeship to:

  • Lower professional risk,
  • Improve engagement with core stakeholders,
  • Deliver more value at the trustee table, and
  • Polish their professional trustee skills

Professional trustees get held to a higher standard of care, so must be on top of their game. In this webinar Professional Trustee Tune-up 2021 – Part 1 Lindsay will cover:

  • The modern professional trustee mindset
  • Purposeful trusteeship – what is it and why does it matter?
  • 8 key areas of focus for managing value and risk
  • Professional standards of policy and practice

Lindsay will deliver Professional Trustee Tune-up 2021 – Part 2 on 12 May 2021.

Whether you’re new to trusteeship, developing in the role, or just need to hone your trustee skills, this webinar series will set out what’s required to position you for success in 2021.

Lindsay will share practical best practices, ideas and lessons from over 40-years in professional trusteeship.

LEARNING OUTCOMES

The focus of this webinar is specifically on practical ways to improve professional trustee capability to:

  • Manage stakeholder expectations
  • Deliver more value in the trustee role, and
  • Lower professional risk

This will be a non-technical webinar, specifically focused on ways to respond to what is becoming an increasingly challenging trustee environment.

SUITED TO

This webinar is aimed at professional trustees, legal executives, trust managers and professional legal and accounting advisers advising trust clients.

PRESENTER

Lindsay Pope, Principal, Trustee Support Ltd

 

Professional Trustee Tune-up 2021 - Part 2

Wed 12 May 2021, 10:30 AM NZST - 11:45 AM NZST

Best practices for improving professional trustee value and impact

In Professional Trustee Tune-up 2021 – Part 2, Lindsay builds on the best practices and thinking required for professional trustees in 2021.

Professional trustees are held to a higher standard of care and must think about and do the right things. Few trustees receive training in trusteeship and generally pick up the skills and experience on the job.

So what do people new to trusteeship, or people wanting to tune their skills need to be thinking about and doing in 2021? What are the core areas of focus that will provide the most value and impact as professional trustees?

This webinar is specifically for busy professionals who want a practical tune-up on the practical basics of professional trusteeship to:

  • Lower professional risk,
  • Improve engagement with core stakeholders,
  • Deliver more value at the trustee table, and
  • Polish their professional trustee skills

In this webinar, Lindsay introduces a further four areas of focus to improve your value and impact as a professional trustee:

  • Managing beneficiary and stakeholder expectations
  • Managing significant trustee decisions
  • Managing challenging situations
  • Trusts and estate planning – an opportunity for engagement

Whether you’re new to trusteeship, developing in the role, or just need to hone your trustee skills, this webinar series will set out what’s required to position you for success in 2021.

Lindsay will share practical best practices, ideas and lessons from over 40-years in professional trusteeship.

LEARNING OUTCOMES

The focus of this webinar is specifically on practical ways to improve professional trustee capability to:

  • Manage stakeholder expectations
  • Deliver more value in the trustee role, and
  • Lower professional risk

This will be a non-technical webinar, specifically focused on ways to respond to what is becoming an increasingly challenging trustee environment.

SUITED TO

This webinar is aimed at professional trustees, legal executives, trust managers and professional legal and accounting advisers advising trust clients.

PRESENTER

Lindsay Pope, Principal, Trustee Support Ltd

 

Please note you can purchase these webinars individually.

Click here to view Webinar 1 (recorded version)

Click here to view Webinar 2

2.5 CPD Hours

  • Package
    (Webinar Package)
    • $351.00 excl. GST

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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 to a live webinar will automatically be sent a recording at the end of that week along with a full transcript of the webinar, regardless of whether you attended or not.

Sole practitioners

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