Professional Trustee Tune-up 2021 – Part 1 - 14 April 2021 (On Demand)


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.


14 April 2021


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.


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


Lindsay Pope, Principal, Trustee Support Ltd

1.25 CPD Hours

  • On Demand Event
    • $195.00 excl. GST
    Complete online in your own time (Self-paced)
    • $195.00 excl. GST

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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.


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‑ to confirm eligibility.