LEADING THE WAY 2021 - Lawlink Conference 6 - 9 May, Queenstown - Lawlink NZ
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LEADING THE WAY Lawlink Conference 6 – 9 May, Queenstown 2021
Proudly
Sponsored by
Principal Sponsor Gold Sponsors
Silver Sponsors
Bronze Sponsors
LEADING
THE WAY
CONFERENCE & P. 3
A C C O M M O D AT I O N
Conference and accommodation will be at Holiday Inn Express & Suites, corner Sydney
and Stanley Streets.
We have negotiated a 3 day rate at a brand-new 4 star hotel, which includes
accommodation and breakfast for Thursday, Friday & Saturday nights, so that everyone
can stay at the same hotel as the conference venue.
This is a superb venue and our buyout rate means only conference attendees will be at
the hotel, so it is important that everyone stays at the hotel.
Lawlink will manage accommodation bookings.
LEADING THE WAY
GOLD SPONSOR
PRE-CONFERENCE P. 4
EVENTS
Pre-conference events will be at Holiday Inn Express & Suites
Thursday 6 May
12.30pm – 1.15pm Lunch
1.30pm – 5.00pm Management Meeting
1.30pm Benchmarking
Sam Coupland | FMRC by Zoom
2.30pm Market Update
Dr Neil Oakes | FMRC by Zoom
3.30pm Afternoon Tea
4.00pm Discussion
Business development initiatives that have worked well for firms;
Issues firms would like input on.
1.30pm – 5.00pm Trusts Workshop
1.30pm Mary Joy Simpson | Hesketh Henry
Matthew Peploe | Harkness Henry
Professor Nicola Peart | University of Otago (Retired)
3.30pm Afternoon Tea
6.30pm Pre-dinner Drinks and Dinner
Holiday Inn Express & Suites
LEADING THE WAY
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CONFERENCE P. 5
EVENTS
Conference sessions will be at Holiday Inn Express & Suites
Friday 7 May
8.45am Session 1: Reach for the Summit
Rob Stewart-McDonald | HQNZ
HOW DOES IT WORK?
Participants will form teams and put themselves in the
position of real climbers as they make decisions about a
series of challenging scenarios that come to life on the
big screen. The objective of this simulation is to virtually
summit a peak in the Southern Alps, within a specific time
frame and budget.
Before the climb begins, each team will choose a goal,
select a leader and agree on a set of guiding principles.
After that, success will depend on each team’s ability to
interpret the environment, adapt to change, manage risks
and solve an increasingly complex set of problems.
10.00am Morning Tea
10.30am Session 1: Continues...
11.15am Welcome
Geoff Bryan | MC
Claire Byrne | Lawlink Chair
Mark Hiddleston | Managing Director Business, ANZ
11.30am Session 2: TBC
Dr Farah Palmer | Massey University
12.10pm Session 3: Productivity
David Hepburn | Actionstep
12.30pm Lunch
1.15pm Session 4: Mastering Peak Mental Performance
Bruce Ross | Ignite Consulting
2.15pm Session 5: Emerging Risks
Warwick Deuchrass | Lawlink PI Manager
David Lynch | Marsh
Bhairav Shah | AIG
3.00pm Afternoon Tea
3.30pm Session 6: Feedback and Goal Setting (with different generations)
Anna Hinder | Searl Street Consulting by Zoom
4.30pm Close
7.00pm Pre-dinner Drinks and Gala Dinner
LEADING THE WAY
GOLD SPONSOR
P. 6
Saturday 8 May
8.45am Conference Opening
Geoff Bryan | MC
8.50am Session 7: Reach for the Summit continued
Rob Stewart-McDonald | HQNZ
10.45am Morning Tea
11.00am Session 8: Stand Out from the Crowd and Accelerate Your Success
Shona Rowan | Peak Performance Consulting by Zoom
12.00pm – 12.15pm Wrap up and Conference Prize Draws
Claire Byrne | Chair, Lawlink
Geoff Bryan appears by arrangement with Celebrity Speakers (NZ).
Afternoon activities – select one only per person
Golf at Millbrook – Playing for the Peter Mathews Memorial Cup
Boutique wine tour with lunch $187 pp
Dart River Safari $182 pp – www.dartriver.co.nz/jet-boating/wilderness-jet/
Oxbow Adrenaline activities $270 pp – www.oxbow.co.nz
Oxbow Adrenaline activities plus clay target shooting $383 pp
Own Arrangements
7.00pm Pre-dinner Drinks and Dinner
LEADING THE WAY
GOLD SPONSOR
A C C O M PA N Y I N G P. 7
P E RSO N ’S P RO G R A M M E
Friday 7 May
Arrowtown Adrenaline Adventure – $252 pp
OR
Boutique wine tour and Arrowtown visit – $165 pp
OR
Own arrangements
LEADING THE WAY
GOLD SPONSOR
P. 8
FINDING YOUR
COMPETITIVE EDGE
NOW A LITTLE EASIER
At ANZ we understand how important it is to remain competitive and progressive in
an increasingly demanding business environment. That’s why we have sector specialists, industry
events, benchmarking and research papers providing you with access to knowledge and insights.
So it’s a little easier to make better decisions and stay on top of your business.
Talk to your relationship manager today for more information on how we can help.
ANZ Business Insights
LEADING THE WAY
GOLD SPONSOR
anz.co.nz
ANZ Bank New Zealand Limited 10/19 21313
PRESENTERS P. 9
Anna Hinder Bhairav Shah
– Searl Street Consulting – AIG Insurance
Anna Hinder is the Principal of Searl Street Consulting. AIG New Zealand’s Head of Financial Lines and
With over nineteen years of experience in human Casualty, Bhairav Shah, joins Lawlink with a wealth
resources, Anna has held a range of senior HR of knowledge about Financial Lines and Casualty
generalist roles in financial services, global consulting Insurance.
and investment banking. Anna has worked with
Bhairav’s insurance background and experience has
partner leadership teams across Australia, Asia
seen him work in leadership roles for AIG across
and Europe and understands the environment and
New Zealand and Australia, as well as underwriting
challenges of influencing business leaders on people
and business development roles for Allianz and
issues in fast-paced organisations.
Sportscover.
Anna holds a Bachelor of Arts (Hons) in Anthropology
AIG has been protecting businesses and individuals
from the University of Queensland, a Master of
around the world for 100 years and is a long-standing
Commerce (HRM) from the University of New South
insurance provider for Lawlink members.
Wales and extensive post-graduate qualifications in
leadership and positive psychology. In this session Bhairav will discuss emerging liability
risks from both client and the insurer standpoints and
Anna has been an adjunct faculty with the Australian
will explain the importance of businesses having a
Graduate School of Management, Australian Institute
solid risk management plan.
of Police Management and the University of Sydney.
Anna enjoys the intersection of evidence-based
research and practical challenges of managing
professional in firms and partnership structures.
Anna continues to be interested in the commercial
applications of research into what makes
organizations and people more effective in their work.
LEADING THE WAY
GOLD SPONSOR
PRESENTERS P. 10
Bruce Ross Claire Byrne
– Ignite Consulting – Lawlink Chair
Leadership and Culture Coach Bruce Ross is skilled in Claire has been Chair of Lawlink since April 2020,
helping business owners and leaders navigate growth and Chair of Gibson Sheat since September 2020.
and create positive change. The potent neuroscience
Claire has considerable experience in company
techniques he teaches are easy to learn and help
and commercial law, business structuring, trusts,
leaders see into their blind spots, expand their vision,
employment law and franchising issues. Claire
and more effectively influence outcomes.
leads the firm’s franchising team and is a key
He skillfully blends a variety of disciplines member of the employment team.
(Appreciative Inquiry, Self-Intelligence, Positive
Claire acts from a wide variety of successful SME
Psychology, Strengths) to shift leader behaviour to
clients. She also sits on a number of not-for-profit
create more positive outcomes plus enrol and align
boards utilising her legal and commercial skills.
teams in times of change.
When time permits she trains at the gym and enjoys
Bruce’s extensive business consulting experience has time with family.
seen him directly develop the leadership capacity of
literally hundreds of business leaders/owners across
New Zealand.
He also delivers an MBA-level ‘Executive Leadership’
course through the Auckland Institute of Studies
plus a number of leadership-related courses through
Auckland University Short Courses.
LEADING THE WAY
GOLD SPONSORPRESENTERS P. 11
David Lynch Dr Farah Palmer
– Marsh JLT Specialty – Massey University
David leads the Marsh JLT Specialty practice which Dr Farah Palmer (ONZM) was elected to the New
includes liability practice (Finpro) along with other Zealand Rugby Board in December 2016.
specialised insurance solutions including Cyber, Trade
The former Black Fern (35 Tests, 1996 - 2006)
Credit, PEMA practices. This specialisation of complex
captained the team to three consecutive Rugby
risk advisory services is a global strategy of Marsh
World Cups, was inducted to the World Rugby Hall of
worldwide.
Fame in 2014, the Māori Sports Hall of Fame in 2019
David works actively with Lawlink and the Marsh and has served on the New Zealand Māori Rugby
broking team to ensure resources are available for Board since 2007.
the delivery of the best outcomes available in the
Farah is a senior lecturer in Massey University’s
market where they execute on both policy coverage
School of Management and Director of the
and pricing.
University’s Māori Business & Leadership Centre
David has 30 years’ experience underwriting and (Te Au Rangahau).
broking and is a very skilled broker including
exemplary negotiating skills and for this reason is
the lead broker on key client high value contracts
and projects. His expertise is around designing,
negotiating and implementing major risk transfer
solutions, and more often than not the solutions are
innovative and a first in the New Zealand market.
LEADING THE WAY
GOLD SPONSORPRESENTERS P. 12
Geoff Bryan Mark Hiddleston
– MC – ANZ
Geoff Bryan has been lucky enough to spend much Mark is responsible for ANZ’s business and
of his professional life getting paid for what he enjoys corporate customers across New Zealand,
doing rather than working. He is best known as a supporting customers in every community and
long-standing television sports broadcaster, and has 35 sector, through the spectrum of privately-owned
years’ experience in the media. business in New Zealand.
Previous experience Recent roles at ANZ include Commercial & Agri
A graduate of Victoria University in politics and history, General Manager Auckland & Northland, Head of
he succumbed to a youthful desire to play rock music Specialised Lending, Head Debt Syndication and
for a living with 2ZM in Wellington before moving to he established ANZ’s Corporate Leveraged Finance
TVNZ in the early ‘80s. In his time with TVNZ, he was team.
lucky enough to travel the world to major sporting
Mark has over 20 years’ experience in the financial
events, including eight Olympic Games – a mixture of
services sector covering a broad range of roles
Summer and Winter games – from the Seoul Games in
and organisations in New Zealand and the United
1988 through to Beijing in 2008.
Kingdom.
He has covered five Commonwealth Games, numerous
Rugby, Cricket and Football World Cups and a wide
variety of other sports at top level.
Current work
He has seen many changes in sport and the media,
but the heart of his job remains being able to relate to
either the viewer or listener. These skills draw them in,
and add value, to what they are either listening to or
watching.
Geoff Bryan appears by arrangement with Celebrity Speakers (NZ).
LEADING THE WAY
GOLD SPONSORPRESENTERS P. 13
Mary Joy Simpson Matthew Peploe
– Hesketh Henry – Harkness Henry
Mary Joy is a member of the Society of Trust and Matthew leads Harkness Henry’s private client
Estate Planning Professionals and is ranked Band team, which provides legal advice and assistance to
1 in the Chambers and Partners HNW Rankings for individuals, families, small businesses and not-for-
Private Wealth in New Zealand. She leads Hesketh profit organisations. He is an experienced lawyer with
Henry’s Private Wealth Team. Mary Joy’s principal particular expertise in the law of trusts, relationship
areas of practice are estate planning, trusts, property and not-for-profit organisations.
relationship property and estate management.
Acting for a diverse range of private individuals and
A specialist in trust law, Mary Joy regularly reviews not-for-profit clients, Matthew provides practical advice
and provides advice on personal asset management about trusts and societies, property development and
plans. She regularly undertakes complex financing. He also uses his expertise and experience
restructuring, including variation and resettlement in trust and property law to provide practical, focused
of existing structures to ensure they are workable advice to private clients about estate planning and
and durable for the future. As a trusted advisor, she relationship property law. This includes advising on the
assists families as they put in place constitutional formation and management of family trusts, and the
documents and establish a family office to manage negotiation and settlement of relationship property
wealth through the generations. claims.
Over recent years, due to his expertise in trust and
relationship property law, Matthew has been contracted
by the Lawlink Group to draft, review and update many of
the Lawlink precedent documents used by Lawlink firms
nationwide.
Matthew has a masters degree in law with first class
honours, and is committed to using his skills and
experience to provide prompt, practical advice to all of
his clients.
Outside the office, Matthew enjoys spending time with
his family and exploring New Zealand by bicycle. In
early 2016, he completed the inaugural Tour Aotearoa,
a 3,000km cycle challenge from Cape Reinga to Bluff,
raising funds for the Graeme Dingle Foundation.
LEADING THE WAY
GOLD SPONSORPRESENTERS P. 14
Dr Neil Oakes Professor Nicola Peart
– FMRC – University of Otago (Retired)
Neil has served the Australasian legal profession Nicola Peart has been a law academic at the University
since 1989. He has been a director of FMRC for over of Otago since 1987 and recently retired.
25 years. During this time he has assisted many
Her research has focused on family property law,
firms with myriad management challenges. Neil
trusts and succession. She has published widely
assists firms with strategy and profit growth, partner/
in those areas and presented at national and
director management and profit sharing, key talent
international conferences.
management, management structures and succession
management. He conducts law firm planning retreats She was a member of the Law Commission’s Expert
regularly, assisting law firms to plan for and achieve Advisory Group on the Review of the Law of Trusts
greater success. and a member of the Ministerial Advisory Group on
the Reform of the Law of Trusts.
Neil presents in FMRC workshops and is often invited
to present keynote addresses at management forums
throughout Australia and New Zealand. He has
degrees in Economics and Financial Management. His
Doctorate explored the “Strategic and Behavioural
Consequences of Different Profit Sharing Models in
Law Firms and the Impact of Sharing Methodologies
on Performance, Attrition and Gender Equity”.
LEADING THE WAY
GOLD SPONSORPRESENTERS P. 15
Rob Stewart-McDonald Sam Coupland
– HQNZ – FMRC
Rob has designed and presented team development Sam joined FMRC in January 2000 and became a
programs for numerous clients from a diverse range Director in July 2006. His client-facing roles span
of backgrounds. He holds an Honors degree in direct consulting and management training.
Management and is the only licensed presenter of
In any one year he would be engaged by 50+ firms to
Peak Teams programs in New Zealand. He works with a
assist with strategic planning, partner compensation,
diverse range of industries, including banking, finance,
equity valuation and succession related issues.
travel, information technology, pharmaceuticals, retail,
engineering and consulting. Sam is considered the foremost authority on law
firm valuations and would value more law firms than
He conducts programs with an extensive array of
anyone else in Australia. He has developed a robust
clients throughout Australia and New Zealand. Clients
valuation methodology which calculates an accurate
include IBM, NAB, Allianz Insurance, Merck Sharpe &
capitalisation rate that assesses the risk profile, cash
Dohme, Microsoft, Synthes Pharmaceuticals, ENJO,
flow and profitability of the firm.
Solvay Pharmaceuticals and Rydges Hotels among
others. From a training perspective, Sam is involved in
presenting at conferences as well as developing and
The types of programs Rob presents vary in nature
presenting numerous FMRC programmes.
depending on the requirements of different clients
and include indoor seminar style programs to outdoor Prior to joining FMRC Sam’s professional life saw
experiential type programs. Outdoor programs can him working at Ernst & Young for four years followed
involve simple group activities in an outdoor setting by a stint in London conducting due diligence on
through to full scale adventures that may include businesses listing on the London Stock Exchange
some adventure activities combined with activities like whilst working for Smith & Williamson.
hiking, rafting, mountain climbing, snow cave building,
avalanche transceiver rescues and orienteering. In June 2015, Sam was invited to be a principal of
Edge International – the leading law firm management
Rob’s approach presents a unique blend of his
consultancy group.
experience in leadership, adventure, teamwork and
business, with a focus on participants learning from
their experiences in each program and transferring
these learnings to their businesses.
LEADING THE WAY
GOLD SPONSORPRESENTERS P. 16
Shona Rowan Warwick Deuchrass
– Peak Performance Consulting – Consultant
Shona Rowan is an international Performance and Warwick was with Anderson Lloyd for more than 40 years,
Mind-set Consultant, Inspirational Speaker and in which time he built a loyal client base spanning from
Coach. She has over 20 years of experience working large corporates to farmers and private clients. He retired
with organisations and individuals across a range as a Partner in 2017, however remained with the firm in
of sectors to maximise performance and accelerate a consultancy capacity until 2019. He is also involved
success. in mentoring younger lawyers coming through and in
giving strategic advice to a number of professional firms
Drawing on her extensive training in Psychology, throughout New Zealand.
Hypnotherapy and NLP, and wealth of international
experience as a trainer, speaker and coach, Shona Giving back to the legal profession is important to Warwick.
equips her clients with powerful strategies to boost He has served on the New Zealand Law Society board for
their success in dynamic environments. many years and is a past treasurer and South Island vice-
president. He also spent a number of years chairing the
Based in London and working across Europe for over New Zealand Law Foundation and the New Zealand Law
a decade, she relocated back to Western Australia in Library board. Warwick is currently a Director of Stepping
2016 and works both locally and internationally. Her Up, a New Zealand Law Society course which prepares
clients include Allens, ATCO, Baker McKenzie, Citi lawyers intending to go into partnership, or become a sole
Bank, Chevron, DLA Piper, Engineers Australia, Gilbert practitioner or barrister.
+ Tobin, Gold Fields, Shell, TATA and UWA.
Warwick’s relationship with Lawlink is strong and long
Prior to launching her own performance consulting standing. He is a former board member and Chairman,
business, Shona was ranked 6th in the world as a and is currently engaged as a contractor to negotiate
competitive Ballroom and Latin American 10-Dancer professional indemnity and related insurance covers for all
and has represented Australia in 12 different countries. Lawlink firms throughout New Zealand.
Having grown up in the world of elite sport, Shona
has lived and studied peak performance for more
than 25 years, making her uniquely placed to
help organisations and individuals sharpen their
performance and thrive.
LEADING THE WAY
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P. 18
The Future of Risk
Rising geopolitical and geo-economic tensions, environmental issues,
rapidly evolving cyber and technological advances make anticipating
emerging risks business critical.
Marsh can help you look ahead, articulate the relevance of emerging
risks to your business, and provide the expertise and solutions
required for timely decisions.
We are proud to be the Gold Sponsor of the Lawlink Conference 2021
LEADING THE WAY
GOLD SPONSOR
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