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Video Bundle: LIV CPD 2021 – Not-for-profit Law – Tips & Traps for Commercial Lawyers

Video Bundle: LIV CPD 2021 – Not-for-profit Law – Tips & Traps for Commercial Lawyers

Format Education Product
Price

Member

$110.00

Non-Member

$122.22

CPD Units 2
  • Professional Skills
  • Substantive Law
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Recorded 31 May 2021 | Approx. Run Time: 2 hours

Understanding the nuances of advising charities and not-for-profit organisations, their unique operational challenges and how to navigate issues in this area of law when things go wrong are key skills in your professional toolkit.

Developed for commercial lawyers, this video aims to broaden your knowledge and expertise in this area.

This video bundle includes recordings of 3 key sessions:

  1. Video 1: LIV CPD 2021 – Keynote Session – Charity Lawyer – The Chrysalis Emerges (Run Time: 34:56)
  2. Video 2: LIV CPD 2021 – Key Updates in Charities & Not-For-Profit Law (Run Time: 22:43)
  3. Video 3: LIV CPD 2021 – Tips and Traps when a Charity or Not-for-profit goes Wrong (Run Time: 57:14)

Further Details

  • Further Details

    Video 1: LIV CPD 2021 – Keynote Session – Charity Lawyer – The Chrysalis Emerges

    Charity law is emerging as a discipline in itself to match the professionalism and economic importance of the charity sector in the Australian community.

    In this video, Murray Baird discusses the emergence of the charity lawyer and how the commercial lawyer can adapt to the nuances of the work in this sector.

    A high-level overview covering the distinctive factors of the NFP sector and how the commercial lawyer can adapt to the nuances of the work in this sector.

    • Run time: 34:56

    Video 2: LIV CPD 2021 – Key Updates in Charities & Not-For-Profit Law

    Topics covered:

    • Income tax exemption of sporting clubs
    • Directors’ and officers’ duties and implications
    • Other recent decisions

    • Run time: 22:43

    Video 3: LIV CPD 2021 – Tips and Traps when a Charity or Not-for-profit goes Wrong

    In this video Derek Mortimer, principal of Derek Mortimer & Associates, facilitates a scenario-based discussion with our panelists addressing a selection of challenging issues for charities and not-for-profits, and practical steps you can take to navigate through them.

    Issues covered include:

    • What to do when the executive arm of the organisation does not keep the board properly informed – how to proceed
    • PBI status – options to consider when an organisation’s application for PBI status is denied

    • Run time: 57:14
  • Presenters

    Chair: Derek Mortimer, Principal, DF Mortimer & Associates

    Derek Mortimer practises exclusively in not-for-profit law at his Melbourne firm, DF Mortimer & Associates, established in 2009. He founded and chairs the Law Institute of Victoria's Charities and Not-for-profit Law Committee and authors the chapter "Dispute Management" in the Thomson Reuters Not-for-Profit Best Practice Manual.

    Video 1 Speaker: Murray Baird, Charity Law Adviser

    Murray Baird was the inaugural Assistant Commissioner and general counsel at the Australian Charities and Not-for-profits Commission (ACNC) from its inception in 2012 until 2019. In this role, he was responsible for registration, compliance, legal and policy functions of the national regulator. Prior to that he was senior partner and chair of Melbourne law firm Moores Legal. He now practises in the law, governance and regulation of not-for-profit organisations.

    Murray is a member of the Law Institute of Victoria’s Charities and Not-for-profit Committee and the Law Council of Australia’s Legal Practice Section Charities and Not-for-profits Committee and a director of the Charity Law Association of Australia and New Zealand. He's an adjunct professor at the University of Western Australia and a senior fellow at the University of Melbourne where he teaches charity law.

    Video 2 Speaker: Victor Hamit, Principal, Wentworth Lawyers

    Victor Hamit is the principal director of Wentworth Lawyers Pty Ltd. He is an experienced lawyer and advisor to the NFP sector on tax issues. He has represented peak bodies extensively for many years in negotiations and discussions on NFP taxation matters with government, treasury and the Australian Taxation Office.

    Video 3 Panelists 1: Jennifer Batrouney QC, Barrister, Victorian Bar

    With nearly 30 years experience at the Bar (including 20 years as a silk), Jennifer is a trusted adviser to a range of corporate, government and not-for-profit clients. She has a substantial practice in charity, equity, revenue and administrative law. Jennifer is the convenor of the Women Barristers Association, the inaugural chair of the Law Council of Australia Charities and Not-for-profit Committee, a director of the Charity Law Association of Australia and New Zealand and a member of the Melbourne Law School Advisory Council. She is a senior fellow at the Melbourne Law School teaching charity and tax law in the Melbourne Law Masters.

    She was admitted as a fellow of the Australian Academy of Law in 2019. She was appointed a member of the Order of Australia in June 2020 for significant service to the law, to the legal profession and to women lawyers.

    Video 3 Panelist 2: Jonathan Green, Moores Legal

    Jonathan Green is a lawyer on the property team at Moores. He’s passionate about helping for purpose clients make an impact and many of his clients are social housing providers and charities.

    Prior to practicing law, Jonathan was CEO and founder of a charity. He sits on the board of a number of charities.

    Video 3 Panelist 3: Steven Sapountsis, Lewis Holdway Lawyers

    Steven is special counsel with the firm’s dispute resolution and comes to Lewis Holdway with extensive experience in private and public practice.

    In practice for over 35 years, Steven has worked in private and institutional practices, with extensive experience in private client, regulatory and compliance work – where he has handled a wide range of litigation, transactional and legal advice matters and managed legal and accounting teams.

    Steven is a past president of the Law Institute of Victoria and a former general manager of Professional Standards for the Law Institute of Victoria and remains on the LIV Ethics Committee and Rules Committee.

    He has undertaken regulatory work at high levels, including on government legal policy matters and legislative interpretation and implementation.

    Steven handles complex and sensitive litigation in most jurisdictions and continues to represent professionals in disciplinary proceedings.

    As a qualified mediator, Steven appreciates and advocates the benefits of early mediation in most matters, but also appreciates that some matters need to proceed to trial.

  • Professional Development

    The Law Institute of Victoria's professional development program does more than just satisfy your compliance requirements for the CPD year, it provides you with quality and contemporary learning opportunities and practical solutions that you can apply to improve outcomes for your clients and support your practice for years to come.

    Learn more:

    Compliance requirements

    Upcoming CPD schedule

    Additional recorded webinars, events, training and online videos