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Power of Attorney: growth for your firm seminar

Date: 29th January 2020

Time: 09:00 - 12:45

Location:
200 SVS
200 SVS
200 St. Vincent Street
Glasgow
G2 5SG

CPD Hours: 3hours

This seminar will provide a business development session for firms, both with and without marketing departments, to provide advice, tools and guidance on how to benefit from the marketing campaign for business growth that has continued on from the November 2019 'Power of Attorney Day'.

3 hours verifiable CPD

Did you miss our Power of Attorney seminar in September 2019?

Following the excellent feedback from our seminar in September 2019, we re-visit Health and Social Care Scotland's 'My Power of Attorney' campaign and the first national Power of Attorney Day, which took place on 20 November 2019. Members of the public were directed to contact their local solicitors to ‘start the conversation’ – has your firm prepared for an increase in clients seeking advice?

This seminar will provide a business development session for firms, with and without marketing departments, to provide advice, tools and guidance on how to benefit from the targeted marketing campaign for business growth. The campaign uses a range of channels to engage the public and continues to impact. Learn how simple, planned targeting for firms of all sizes will generate great engagement as well as offering the ability to “coat tail” on the national campaign.

The seminar will also feature a legal update, led by expert solicitors, on the latest legal developments in Power of Attorney practice, as well as a practical capacity workshop, led by former Public Guardian for Scotland and consultant to Scottish Government Adults with Incapacity Act Reform Team, Sandra McDonald.

Learning outcomes

By attending this event you will gain: 

  • Guidance on how to target an audience, coattail, and capitalise on the national health campaign 'My Power of Attorney'
  • Preparation tools for converting Power of Attorney day to client acquisition
  • An update on legal and practice aspects of Power of Attorney instructions and drafting reforms
  • An understanding of capacity and how to direct conversations with clients
Confirmed speakers
  • Sandra McDonald, EX-PG Ltd and former Public Guardian for Scotland
  • Jamie Smith, Power of Attorney Campaign Director, Enterprise Screen
  • Alison Hempsey, Partner, TC Young Solicitors
Feedback from our September 2019 seminar

"Very good balance of business and legal content"

"An interesting mix of speakers – very worthwhile"

"Very different type of event with excellent speakers"

"Always enjoy Law Society seminars – enjoyable, relevant and useful, would highly recommend"

  • 09:00 - 09:30

    Registration and refreshments
  • Speaker

    Sandra was the Public Guardian for Scotland for 14 years, she now offers independent mental capacity advice and training as Director of her own business, EX-PG Ltd. Sandra qualified as a nurse, worked as sister on an intensive care unit and as a specialist nurse advisor before moving into management roles in the NHS.  She undertook an honours degree in law, becoming an in house legal advisor to a large University Teaching Hospital before being appointed as the Public Guardian. She is currently working with Scottish  Government, advising on reform of the Adults with Incapacity (Scotland) Act 2000.

     

    Her website https://ex-pg.com offers more detail about Sandra and her EX-PG services.

    • Key Campaign Periods
    • Opportunities to engage 
    • Action plan for simple, online promotion of your firm
    • Building your audience profile - how to work out a route to new markets
    • Self-generated content: tools and tips

    Speaker
    Jamie Smith

    Jamie Smith is founder and Creative Director of Enterprise Screen, Digital Marketing Agency. The company has worked with brands around the world to tailor messaging for highly-specific audiences. Enterprise Screen has worked with well-known, Scottish Business-to-Consumer brands (B2C) across TV, Cinema, Radio and Online as well as highly-niche audiences for national and international B2B brands. His background in developing marketing campaigns, messaging and information centred around results-focused video has helped the company expand into new markets and they now operate from Glasgow, Scotland and Washington DC, USA and Dublin, Ireland.

     

    Enterprise Screen has managed all aspects of the Scottish Power of Attorney campaign since 2013.

  • Speaker

    Alison Hempsey has worked within TC Young since 2006 and is now a Partner within the private client department. Alison heads our Adult Incapacity Team and helps clients dealing with the challenges of capacity issues, including those with dementia and learning disabilities.

     

    Alison has a particular interest in Adult Incapacity matters and she is a member of the Law Society of Scotland’s Mental Health and Disability sub-committee.  Her work in this area includes applying for Financial & Welfare Guardianship and Intervention Orders. She also provides general advice to families and carers of adults with incapacity, including set up of family trusts. Alison regularly processes adult incapacity actions through the sheriff courts and conducts her own court appearances. She also advises clients on the Access to Funds scheme.

     

    Alison has a varied workload including the preparation of Wills and Powers of Attorney, the administration of estates and trusts and Inheritance Tax planning. She gives clients sensitive and pragmatic advice on these personal issues to best reflect the clients own wishes and circumstances.

     

    Alison is also involved in a range of residential conveyancing matters including purchases and sales. Her in-depth knowledge and practical advice ensures a seamless, hassle free service at what can be a very stressful time.

     

    She also advises clients in relation to re-mortgages and transfers of title including those which are a result of matrimonial breakdown, working closely with the family team to ensure each client’s individual needs are met.

     

    Alison is a member of STEP Scotland, a professionally recognised qualification for practitioners working in the area of trusts and estates.

  • 11:10 - 11:20

    Questions and discussion
  • 11:20 - 11:40

    Refreshments and networking
    • To be aware of the current, and potential changes to the, capacity definition
    • To recognise challenges in assessing capacity
    • To be aware of the common errors

    Speaker

    Sandra was the Public Guardian for Scotland for 14 years, she now offers independent mental capacity advice and training as Director of her own business, EX-PG Ltd. Sandra qualified as a nurse, worked as sister on an intensive care unit and as a specialist nurse advisor before moving into management roles in the NHS.  She undertook an honours degree in law, becoming an in house legal advisor to a large University Teaching Hospital before being appointed as the Public Guardian. She is currently working with Scottish  Government, advising on reform of the Adults with Incapacity (Scotland) Act 2000.

     

    Her website https://ex-pg.com offers more detail about Sandra and her EX-PG services.

  • 12:45 - 12:50

    Closing remarks
  • 12:50 -

    Lunch and networking

Prices

prices exclude VAT

Member:
£132.40
 
New member:
£119.59
 
Accredited Paralegal:
£119.59
 
Trainee:
£119.59
 
Unemployed member:
£106.77
 
Non-member:
£145.21
 

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