Wyboston Lakes

Executive Centre

22 June 2017

Tickets now available

9 Speakers

Including Plenary Session

6 CPD points

Attending two Workshops
  • Arrival tea/coffee/registration and exhibition viewing/networking

  • Introduction – The Conference Chairman: Anthony Abrahams, CIArb

  • Opening Address – Rita Leat, Managing Director, PPR

  • Keynote session – Kathryn Stone OBE, Chief Legal Ombudsman

  • Panel Session: The Keys to Your Success

    - Chair: Derek Wood CBE QC, Patron of the PPR
    - Sharon Howitz (Director in CMA’s Sector Regulation Unit)
    - Cathy Gallagher - (Legal Services Consumer Panel)
    - Jonathan Bockelmann-Evans (JBE Health Consultant)
    - David Gibson (PPR Regulatory Committee)
    - Adam Price (VouchedFor – Founder member)
  • Morning Tea/coffee and exhibition viewing/networking

  • Plenary Session: The Digital Future of the Legal Profession - by Ben Hart, Founder of 'Atmosphere'

    The Digital Future of the Legal Profession

    Opportunities abound across the landscape of digital technology and tools to transform the way that the legal profession operates and where and how it connects with its customers to add value. Legal Service providers that seek to employ technology to collaborate, share knowledge, automate repetitive tasks and optimise the value that they offer are those that will remain robust and relevant whilst maintaining their competitive advantage.

    Yet digital is often confusing. There is so much choice full of competing content and propositions all vying for you and your customers’ time and attention. Join us to debunk some of digitals complexity as we explore in a collaborative and open workshop the key principles that will define the digitally enabled future of the legal profession. Through practical examples and by signposting new opportunities we’ll look at how these principles can be applied short term to drive return.

    Ben Hart (Founding Partner of Atmosphere)

    Ben Hart is a business strategist and digital thought leader with a track record growing businesses and helping brands and organisations realise the potential available to them leveraging digital opportunity.

    Ben is the founding partner at Atmosphere, a business futures practice. Atmosphere provoke new thinking and inspire positive change; helping its range of blue chip clients including Tesco, NHS, Lloyds Bank and Coca Cola succeed in the face of growing complexity and a more digitally connected world.

    Before Atmosphere Ben built 2 pioneering digital marketing agencies working with a client list including AMEX, Honda, Adidas, Procter and Gamble, Sony Playstation and Pernod Ricard.
    Ben speaks widely on topics including brand engagement both with external customers and internal teams, innovations driving market disruption, and high performance structures.
    As the founder and chair of a senior network of CEOs and entrepreneurial business leaders, Ben facilitates peer mentoring in order to progress and develop both members and their businesses against shared goals.

    Ben is a Professor of Marketing at Hult International Business School, a visiting fellow at the New College of Humanities and a Marketing Society Business Leader.

    About Atmosphere

    We believe that the most successful organisations of tomorrow will be more purposeful, digitally enabled and better connected.

    We co-create with our client partners strategies and then empower talent to achieve better business relevant and fit for the future.

    By leveraging technology led change we help organisations realise digital dividends including:

    - Protecting your right to operate through vision and purpose
    - Benefitting from technology and digital transformation to enable your future plans
    - Accelerating growth through ways of working that drive efficiencies, motivating and inspiring your people to co-create and collaborate
    - Accelerating growth through ways of connecting that build lasting relationships with your audience
    - Creating constant improvement with better data and actionable insight
  • Lunch and Exhibition Viewing

  • Results of the registration questionnaire

  • Workshops - First Session

  • - Workshop 1: Business Development

    This workshop is designed for Paralegals who wish to develop their business management skills in the context of setting and managing their business.

    By the end of this workshop participants will:

    • Gain an overview of business development skills which underpin effective business performance
    • Understand and utilize a range of business development models
    • Develop and monitor Service Level Agreements (SLA) with clients

    Workshop Content:

    • Session Introductions aims and outcomes
    • Session What is business development?
    • Session Key skills including financial controls, entering into commercial contracts, commercial risk management
    • Session Basic business development models 
    • Session Role of the SLA and KPI in managing client expectations

    Workshop Presenter:  Geoff Kontzle FLD (Finance & Leasing Diploma) DTLLS MCIM MSET MILT APMP

    Has over 30 years experience in industry being involved in Banking (City of London) with Barclays Plc in a number of senior management roles and also within the Procurement industry too.

    He has held a position as a Director for the Capita Group Plc in the UK managing a category of Financial Service products including Treasury and Asset Finance products including Leasing. This included the provision of advice, guidance, contract negotiation and tender management in support of Public Sector organisations to ensure compliance with EU Directives and Regulations.

    He has also held a Director position with Alliance & Leicester Commercial Bank now (Santander Plc.) and was responsible for all banking services to the UK Public Sector

    Geoff is currently responsible for the management of the DPSS CIPS (Chartered Institute of Procurement and Supply) “Centre of Excellence” course programmes, enabling students to achieve their MCIPS qualifications. This includes course modules with a focus upon Effective Negotiation, Contract Management, Sourcing and Supplier Relationships.

    His International assignments have involved him in several CIPS / IACCM trainings, which include Contract Management ,and range of Supply Chain & Procurement trainings in the UAE, Singapore, Saudi Arabia, Indonesia and in Gabon, Africa.

    Geoff also provides procurement coaching and guidance to senior management aiming to gain MCIPS status via the Management Entry Route (MER) and with Apprentices looking to gain a foothold in the industry by gaining first their Diploma status.

    Geoff has also spoken at several international conferences in recent years in Brussels, London and Sorrento, Italy and writes regularly in the World Leasing Journal - the latest being their 2017 output. – “Financial Impacts of the UK Health Service – Impacts for Leasing”.

    As well as holding qualifications in Management, Banking & Teaching, Geoff is an Assessor for CIPS too supporting both Advanced Certificate and Diploma programmes, and a trainer for IACCM.

  • - Workshop 2: Wills and Probate Update 2017

    This workshop covers:

    Death, Dependants and Distributions

    The Presumption of Death Act 2013 provides a single, statutory mechanism for obtaining a certificate of presumed death, therefore allowing a missing person’s family to obtain a grant of probate in a simpler and speedier manner. The Inheritance and Trustees Powers Act 2014 made substantial changes to the Inheritance (Provision for Family and Dependants) Act 1975, the rules as to intestate successions and the powers of trustees under section 31 and 32 Trustee Act 1925.

    Attendance of this workshop should enable you to know:

    • The rules as to intestate succession
    • The various ways in which eligibility to make a claim under the 1975 Act has been enhanced
    • How mutual dependency is now to be approached
    • The new powers which are available to trustees in relation to maintenance and advancement
    • The new procedure for obtaining a certificate of presumed death

    Workshop Presenter:  Ian Grant – Heselwood & Grant Solicitors - Sponsored by Treethorpe

    Ian Grant LLB Hons Cert.Ed, is a Barrister of the Middle Temple and Director of Heselwood & Grant Solicitors.

    Ian has many years’ experience as a Wills and Probate practitioner and currently is the Head of Wills and Probate at Heselwood and Grant Solicitors. 

    He is a skilled teacher and trainer of Law and has authored many course books for use by Paralegals and other practitioners who undertake legal qualifications and training. 

    His witty style in delivering even the most complicated aspects of Probate practice is a delight to experience and invaluable to those who practice in this area of Law.

  • - Workshop 3: Build an Effective Strategy for Social Media

    This workshop covers:

    The choice of social media platforms can be bewildering. Understanding how to get results can be confusing.

    This workshop will cover top tips on how to engage and build an effective strategy that gets results.

    Workshop Presenter: Debbie Gilbert – Viva Business Support

    Debbie Gilbert is a multi-award winning entrepreneur.  She owns a marketing and digital media agency.

  • - Workshop 4: Paralegal Practising Certificates and Complaints Procedure

    This workshop covers:

    Part 1: Paralegal Practising Certificates
    This will cover the benefits to Paralegals in terms of professional status, protection and regulation.

    Part 2: Your Clients and Complaints to the PPR.
    This workshop will highlight how to signpost your clients to the complaints procedure through signposting and will enable you to understand the complaints process.

    Workshop presenters:
    Part 1:  Amanda Hamilton

    Amanda is Chief Executive of NALP (National Association of Licensed Paralegals) and Managing Director of AH Paralegal Training. Amanda has been at the forefront of raising awareness of the Paralegal role and to the promotion of a Professional Paralegal Status for 18 years. She teaches paralegal practical skills, and law, at all levels and has been involved with developing bespoke paralegal qualifications and pathways during this time. She has recently written an academic article for the Law Teacher Journal entitled: ‘In an ever-changing legal landscape, Paralegals are the way forward’. Amanda became a founder Director of the Professional Paralegal Register in 2014.

  • Afternoon tea/coffee and last chance to view the exhibition

  • Workshops – Second Session

  • - Workshop 5: Resolving Disputes out of Court: What every paralegal should know

    CIArb Workshop

    The workshop will provide a general understanding of the various methods of dispute resolution which are alternatives to court proceedings, known as Alternative Dispute Resolution (ADR).

    You will gain an understanding of the background to Alternative Dispute Resolution, knowledge of the processes and procedures of various forms of alternative dispute resolution including; Mediation, Arbitration, Construction Adjudication, and more.

    • What is Alternative Dispute Resolution?
    • The benefits of ADR
    • How do paralegals get involved?
    • Why is ADR a good field for paralegal involvement in particular?

    Workshop Presenter:  Amanda Lee, FCIArb - Consultant

    Amanda Lee is a Consultant at Seymours London specialising in international arbitration and commercial litigation and a Fellow of the Chartered Institute of Arbitrators (CIArb).  She is dual-qualified as a Solicitor-Advocate (Civil) and a New York Attorney.  Amanda serves as Chair of the CIArb Young Members Group (YMG) and is Public Relations Officer of the CIArb London Branch.

  • - Workshop 6: Employment Law and Contract Law updates for 2017

    Part 1:  Employment Law Update for the Self-Employed and small businesses

    This workshop is aimed at self-employed paralegals and those running small businesses.  It will look at recent cases, potential changes, risks and perils and emerging issues.

    Part 2:  Contract Law updates

    This workshop will provide delegates with updates to the Law of Contract for 2017 along with practical application.

    Workshop Presenters

    Part 1:  David Gibson – Short Richards and Forth LLP Solicitors

    David trained and worked in London for a number of years before returning to the North East in 2002. He has worked for leading practices in the region and specialises in producing bespoke training packages for clients on emerging themes and developments in employment law.

    David has a particular interest in looking at how clients can engage more effectively with the workforce to ensure greater levels of productivity and efficiency.

    David deals with contentious and non-contentious employment matters including Employment Tribunal representation, corporate support and drafting policies and procedures.

    David has represented clients ranging from multinationals in the transport and media sector to regional SMEs. He is a member of the ELA International Committee and has expertise in providing and co-ordinating advice on EU and non-EU labour law matters.

    Part 2:  Peter Shaw – Which?Legal

    Peter Shaw is a member of Lincoln’s Inn and is also qualified as a solicitor. He has many years of experience within the legal profession, working both in private practice and for major legal expenses’ insurers. In addition, for several years, Peter was the legal expert on a BBC local radio phone-in show. He joined Which? Legal in September 2012. Peter advises on all aspects of consumer law as well as holiday and travel, tenancy, parking violations, motoring law and neighbour disputes. 

    Away from Which? Peter has used his teaching qualifications to teach on the CILEX course and English as a foreign language, both in the UK and China. Peter regularly follows the misfortunes of Charlton Athletic.

  • - Workshop 7: Build an Effective Strategy for Social Media

    This workshop covers:

    The choice of social media platforms can be bewildering. Understanding how to get results can be confusing.

    This workshop will cover top tips on how to engage and build an effective strategy that gets results.

    Workshop Presenter: Debbie Gilbert – Viva Business Support

    Debbie Gilbert is a multi-award winning entrepreneur.  She owns a marketing and digital media agency.

  • - Workshop 8: Paralegal Practising Certificate and Client Care

    Part 1: Paralegal Practising Certificates
    This will cover the benefits to Paralegals in terms of professional status, protection and regulation.

    Part 2: The importance of Client Care: the client care letter – what must it include?
    This workshop will cover the information that must be given to clients as part of a practitioner client care procedure.

    Workshop Presenters:

    Part 1:  Amanda Hamilton

    Amanda is Chief Executive of NALP (National Association of Licensed Paralegals) and Managing Director of AH Paralegal Training. Amanda has been at the forefront of raising awareness of the Paralegal role and to the promotion of a Professional Paralegal Status for 18 years. She teaches paralegal practical skills, and law, at all levels and has been involved with developing bespoke paralegal qualifications and pathways during this time. She has recently written an academic article for the Law Teacher Journal entitled: ‘In an ever-changing legal landscape, Paralegals are the way forward’. Amanda became a founder Director of the Professional Paralegal Register in 2014.

    Part 2: Sarah Docx

    Sarah Docx has worked within financial regulation for 25 years, prior to which she was involved for a number of years in lobbying on and active involvement in European architectural and environmental matters. As a financial services Compliance Officer, working primarily within major investment banking groups, Sarah has operated at global and regional levels, managing large teams dealing with regulatory and legal matters across all areas of investment banking. Sarah is currently the Chair of the Advisory Board of the PPR.

  • Workshops close

  • Closing remarks – Rita Leat, Managing Director, PPR

  • Delegates complete evaluations

Paralegal Conference

The Professional Paralegal Register warmly invites you to attend its 2nd Paralegal Conference, designed to benefit all Paralegals regardless of whether you are self-employed private practitioners; employed in company legal departments; local authorities; law practices; the courts or any other type of business. The conference will also benefit law students, legal secretaries and those seeking to find out about a new career in the law.

This 2017 event will cover a range of Paralegal topics that will allow you to receive the most current information within the Paralegal sector and to enable you to think more strategically about future-proofing the profession.

We are extremely excited this year to bring you the talents of Ben Hart who will be holding a plenary session intended to help you and your business to be digitally aware. This is not to be missed.

We are honoured  to announce that our Keynote speaker is Kathryn Stone, Chief Legal Ombudsman, and we will be welcoming back Derek Wood CBE QC as the Chair of the panel discussion entitled ‘Keys to your success’. Panel speakers include, Sharon Horwicz, Competition and Markets Authority, a member of the consumer panel of the Legal Services Board, David Gibson (PPR Regulatory Committee) and more to be announced.

There are opportunities to obtain CPD through attending two workshops from a choice of sessions covering business development, Social Media for your business; updates in law and practice; Compliance and many more. The exhibition area will provide opportunities to explore the goods and services that are available to enhance your professional services and business.

Come and join the fastest growing arm of the legal profession and meet other Paralegals to network and share good practice.

The conference, including a sit down lunch is just £50.00 for PPR members and £80 for non-members.

Last year's conference video

PPR Conference 2016


The analysis of the conference feedback forms (75 returned from 150 participants) shows that the event was very well received as a valuable, stimulating and enjoyable day, particularly for making contact with other Paralegals, learning about the PPR position in the sector, and inspiring individuals’ commitment to joining the PPR.


Thank you to everyone for their participation in the PPR Conference on 21st April 2016

Speakers

More to be announced.

Anthony Abrahams

Anthony Abrahams

(Director General CIArb) – Conference Chairman

Kathryn Stone

Kathryn Stone

(Chief Legal Ombudsman) – Keynote speaker

Derek Wood

Derek Wood

(CBE QC) - Chair and Patron of the PPR

Sharon Horwitz

Sharon Horwitz

(Director in CMA’s Sector Regulation Unit) – Speaker on the Conference Panel

Cathy Gallagher

(Legal Services Consumer Panel) – Speaker on the Conference Panel

Jonathan Bockelmann-Evans

Jonathan Bockelmann-Evans

(JBE Health Consultant) – Speaker on the Conference Panel

David Gibson

David Gibson

(PPR Regulatory Committee) – speaker on the Conference Panel

Adam Price

Adam Price

(VouchedFor – Founder member) – Speaker on the Conference Panel

Ben Hart

Plenary Session - The Digital Future of the Legal Profession

Presented by Ben Hart (Founding Partner of Atmosphere)

F.A.Q

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PPR conference 22 June 2017

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