| Month/Year | Topic | Presented To | Type |
|---|---|---|---|
|
09/2025
|
Business Succession Planning and Equity Holder Agreements |
Acton Belle Property – Principal Connect event |
Seminar |
|
08/2025
|
Risk Management – Directors Duties and Liabilities Overview |
Indigenous Business Owners & Directors Group |
Seminar |
|
07/2025
|
Employment law update and overview |
Strata Community Association (WA) – Owner Managers CPD |
Seminar |
|
09/2024
|
Equity Holder Agreement and Insurance Funded Buy Sell Option Agreements |
Balfour Meagher in-house CPD |
Seminar |
|
08/2024
|
Case study: Unqualified (non-legal) and defective Trust Deeds |
Balfour Meagher in-house CPD |
Seminar |
|
12/2023
|
M&A lawyer’s insights into Vendor Financing Arrangements in Business and Equity Sales |
Seminar | |
|
07/2023
|
Property Lawyer’s Perspective: Real Estate Transactions Pre-& Post-Settlement |
Balfour Meagher in-house CPD |
Seminar |
|
06/2023
|
Contract Reviews & Negotiations” and “Local Government Panel: Supplier and Subcontractor Agreements |
In-house All Day Workshop | |
|
06/2023
|
Contract Reviews & Negotiations and OEG Hire and Supply Agreements: T&Cs’ Review and Practical Guide |
In-house All Day Workshop | |
|
11/2022
|
Modern Business Data and Privacy Policies |
Tech-Event Seminar | |
|
11/2022
|
Contemporary, robust Website Business Terms & Conditions of Use |
Tech-Event Seminar | |
|
09/2022
|
Equity funding stages for Start-up and established Businesses |
Seminar | |
|
08/2022
|
Drafting of Special Conditions and REIWA Sale of Business Agreements |
Real Estate Institute of Western Australia (REIWA) -Business Brokers Division |
CPD Seminar |
|
04/2021
|
Franchise Legislation and Commercial Leases |
Institute of Public Accountants (IPA Law Day) |
CPD Seminar |
|
02/2021
|
Risk Management: Directors Obligations, Duties and Liabilities |
AIBB CPD day |
CPD Seminar |
|
09/2020
|
Introduction to Legal and Contracts |
Australian Institute of Business Brokers (“AIBB”) |
CPD Seminar |
|
12/2018
|
sPEAKing Pharmacy – Buying a Pharmacy |
Podcast with Peak Strategies |
Podcast |
|
11/2018
|
Franchise Documentation plus Lease, Finance and Purchasing Agreements |
National Webinar – CPDlive |
Legal CPD Webinar |
|
06/2018
|
Director & Board Member Duties and Liabilities |
Seminar | |
|
03/2018
|
Tips and Tricks for Buying and Selling an Accounting Business |
2018 WA State Congress for the Institute of Public Accountants |
|
|
03/2018
|
Modern Legalities of Dealing with e-Commerce |
Institute of Public Accountants |
|
|
01/2018
|
Exotic Loans and other Unusual Types of Lending Arrangements |
Public Practitioners Discussion Group |
|
|
08/2017
|
Franchise Agreements – current legal and commercial strategies |
Institute of Public Accountants |
|
|
07/2017
|
Practical consideration and extracting value from the sale of a professional services practice – preservation of goodwill |
||
|
07/2017
|
Business Advisory & Legal Services 2017 July |
||
|
07/2017
|
eCommerce and Information Technology Law |
WA Reckon Accredited Partners State Conference |
|
|
05/2017
|
Business Advisory & Legal Services 2017 May |
||
|
04/2017
|
Wills & Estate Planning 2017 April CET Joondalup |
National Electrical and Communications Association (NECA) – CET Joondalup |
|
|
04/2017
|
Wills & Estate Planning 2017 April NECA Balcatta |
National Electrical and Communications Association (NECA) – NECA Balcatta |
|
|
04/2017
|
Wills & Estate Planning 2017 April CET Jandakot |
National Electrical and Communications Association (NECA) – CET Jandakot |
|
|
04/2017
|
Business Advisory & Legal Services 2017 April |
||
|
03/2017
|
Shareholders Agreement, Drafting, Tax and Disputes |
Seminar | |
|
03/2017
|
Franchising Law Updates and Practical Insights |
Institute of Public Accountants’ 2017 WA State Conference |
|
|
03/2017
|
Employees vs. Subcontractors 2017 March |
Institute of Public Accountants’ CPE Online |
|
|
03/2017
|
Business Advisory & Legal Services 2017 March |
||
|
02/2017
|
Business Advisory & Legal Services 2017 Feb |
||
|
09/2016
|
Sale of Business Workshop on: Due Diligence and Sale of Businesses, Banking & Finance Implications |
Legal CPD Webinar | |
|
08/2016
|
Succession Planning for Aboriginal organisations |
Forum for Directors of Indigenous Organisations (FIDO) event |
Seminar |
|
08/2016
|
Legal Health Check |
Department of Commerce Innovation and Commercialisation Branch |
Seminar |
|
08/2016
|
Employees v Contractors |
Western Australian Reckon Partner Conference |
Seminar |
|
08/2016
|
Contract Reviews & Negotiations |
Seminar | |
|
08/2016
|
Succession Planning for Small Business |
Institute of Public Accountants |
Seminar |
|
04/2016
|
Building Strategic Performance |
Realising Potential. |
Seminar |
|
03/2016
|
Succession Planning for SMEs |
Nexia and Perpetual |
Seminar |
|
03/2016
|
Buying and Selling a Business |
Institute of Public Accountants |
Webinar |
|
02/2016
|
Personal Property Security Act (PPSA) Update |
Seminar | |
|
02/2016
|
Legal Health Check 2016 Feb |
Innovation Centre Western Australia |
Seminar |
|
10/2015
|
Franchising: When it Works it Works and What to do when it doesn’t |
Institute of Public Accountants for their Executive Certificate in SME series |
Webinar |
|
10/2015
|
Contemporary IP Licensing, Structural & Transactional Matters |
Insight Advisory Group Accountants |
Seminar |
|
09/2015
|
Making IP a Valuable Asset in your Business |
Governance Institute of Australia. |
Seminar |
|
09/2015
|
Subcontractors vs. Employees 2015 Sept |
Institute of Public Accountants South Australia Division |
Seminar |
|
09/2015
|
PPSA & Business and Equity |
Institute of Public Accountants South Australia Division |
Seminar |
|
09/2015
|
Succession Planning and Exit Strategy Planning |
Stirling SBC |
|
|
08/2015
|
Accounting in Law Master Class |
Institute of Public Accountants |
Seminar |
|
08/2015
|
New Franchise Code |
Update for Business Development Alliance (BDA) |
Seminar |
|
07/2015
|
Legal Health Check for Small Business 2015 July |
Seminar | |
|
06/2015
|
How to Survive (and even thrive) in Tougher Economic Times |
Stirling Business Enterprise Centre |
Seminar |
|
06/2015
|
Understanding Commercial Leases Workshop |
LegalWise Seminars |
Seminar |
|
06/2015
|
Subcontractors vs. Employees 2015 June |
Institute of Public Accountants |
|
|
06/2015
|
How to Survive (and even thrive) in Tougher Economic Times 2015 June |
Seminar | |
|
06/2015
|
Legal Health Check for Small Business 2015 June |
Institute of Public Accountants (as part of the Small Business Symposium) |
Seminar |
|
05/2015
|
Preparing & Entering Retirement |
Institute of Public Accountants |
|
|
05/2015
|
Contract Reviews & Negotiations for Accountants |
Institute of Public Accountants |
Seminar |
|
05/2015
|
CATSI Indigenous Corporation (Health Service Provider) – Governance Training |
Wirraka Maya Health Service |
On-site Training |
|
04/2015
|
Franchising |
Institute of Public Accountants |
Webinar |
|
04/2015
|
Practical Risk Management for Applied Education |
ICB |
|
|
04/2015
|
Subcontractors vs. Employees 2015 Apr |
Institute of Public Accountants |
|
|
04/2015
|
Lawyers’ Advice Certificates |
Seminar | |
|
02/2015
|
Business Foundations |
Joint presentation with Watermark |
|
|
02/2015
|
Leasing Property: Strategies, Tips & Tricks |
||
|
12/2014
|
Lawyers Advice Certificates |
Law Society of Western Australia |
Seminar |
|
11/2014
|
Employees vs Subcontractors 2014 Nov |
Seminar | |
|
11/2014
|
Directors Duties and Liabilities |
Seminar | |
|
11/2014
|
Navigating the Legal Landscape in Australia |
Seminar | |
|
10/2014
|
Leasing Strategies, Tips & Tricks – A Business Lawyer’s Guide |
Seminar | |
|
10/2014
|
Property Investment Master Class |
Institute of Public Accountants together with Momentum Wealth |
|
|
09/2014
|
Preparing Updated Disclosure Documents and Franchising Agreements for the New Amended Franchising Code |
LegalWise Seminars |
Seminar |
|
09/2014
|
Look before you leap – Commercial Property due diligence strategies for Investors & their Advisors |
Seminar | |
|
09/2014
|
Wills, Estates & Succession Planning |
Institute of Public Accountants |
Seminar |
|
08/2014
|
Finance Master Class – Legal Health Check |
Seminar | |
|
08/2014
|
Business Structures |
Institute of Public Accountants |
Seminar |
|
08/2014
|
Personal Property Securities Act (PPSA) |
Stirling Business Enterprise Centre |
|
|
08/2014
|
Retirement Living & Aged Care Law Masterclass |
Seminar | |
|
07/2014
|
Franchising – What can go wrong for Franchisors and Franchisees |
Institute of Public Accountants Small Business Master Class |
|
|
07/2014
|
Directors’ Duties & Liabilities 2014 July |
Stirling Business Enterprise Centre |
Seminar |
|
06/2014
|
SMSF, Finance and Bank Guarantees |
Joint presentation with Momentum Wealth on “SMSF, Finance and Bank Guarantees” to BM&Y Accountants |
Seminar |
|
06/2014
|
Franchising, when it works and what to do when it doesn’t and also Practical aspects of valuing a small business |
Institute of Public Accountants |
|
|
05/2014
|
Lawyer’s Advice Certificates for Guarantors, SMSFs Franchise Agreements, Reverse Mortgages and Retirement Village Agreements |
Institute of Public Accountants (IPA) at WA Regional Congress, Busselton |
|
|
05/2014
|
Employees v. Subcontractors |
Stirling Business Enterprise Centre |
Seminar |
|
05/2014
|
Directors’ Duties & Liabilities 2014 May |
Stirling Business Enterprise Centre |
Seminar |
|
05/2014
|
The Privacy Act, the Spam Act & the ‘Cloud’ Seminar |
Lifestyles (for clients) with Renee Kacz |
|
|
05/2014
|
Employees v Subcontractors 2014 May |
Institute of Chartered Accountants of Australia (ICAA) |
Seminar |
|
04/2014
|
Contract Reviews & Negotiations |
Stirling Business Enterprise Centre |
Seminar |
|
04/2014
|
Employees v Subcontractors 2014 April |
BSM Accountants |
Seminar |
|
03/2014
|
Business Structuring, Asset Protection, Estate Planning and Business Succession Overview for Conveyancers |
Australian Institute of Conveyancers WA Division (AICWA) |
|
|
03/2014
|
Employees v Subcontractors 2014 March |
Stirling Business Enterprise Centre |
Seminar |
|
03/2014
|
Advanced SMSF and other Trusts’ Transactions |
CPC seminar to Australian Institute of Conveyancers WA Division (Webinar) |
|
|
02/2014
|
Lawyer’s Advice Certificates for Guarantors, SMSFs Franchise Agreements, Reverse Mortgages and Retirement Village Agreements |
Law Society of WA |
|
|
02/2014
|
Contract Negotiations and Reviews |
||
|
11/2013
|
Business Sales Due Diligence and Risk Factors |
Institute of Public Accountants |
Seminar |
|
11/2013
|
Franchising Business Agreement Reviews and Structuring |
Walker Wayland Accountants |
Seminar |
|
11/2013
|
Contracts Reviews & Negotiations 2013 Nov |
Stirling Regional Business Centre |
Seminar |
|
11/2013
|
Personal Property Securities Act and Real Property Leasing Issues |
||
|
10/2013
|
Contract Reviews and PPSA |
National Electrical & Communications Association at Bunbury |
Seminar |
|
09/2013
|
Contract Reviews and Negotiations |
Momentum Wealth |
|
|
09/2013
|
Risk Factors and Due Diligence in Business Sales |
Legal Master Class for Institute of Public Accountants |
Seminar |
|
09/2013
|
How-Modern-Insurances-Work in a Business & Personal Context |
Leed Risk Services |
Training |
|
06/2013
|
Risk Factors and Due Diligence in Business Sales |
LegalWise (WA Lawyers’ CPD) |
Seminar |
|
05/2013
|
Contracts Negotiation Skills and Risk Management |
National Electrical & Communications Association at Kalgoorlie |
Seminar |
|
05/2013
|
Advanced SMSF and other Trusts’ Transactions |
CPC seminar to Australian Institute of Conveyancers WA Division (Perth) |
|
|
05/2013
|
Employees v Subcontractors 2013 May |
Stirling Business Enterprise Centre |
Seminar |
|
05/2013
|
Advanced SMSF and other Trusts’ Transactions |
CPC seminar to Australian Institute of Conveyancers WA Division (Perth) |
|
|
Exotic Loans and other Unusual Types of Lending Arrangements |
National Webinar – CPDlive |
Legal CPD Webinar | |
|
Legal Health Check |
WA Small Business Summit – Institute of Public Accountants |