8 Expert-Led Masterclasses
Practical “How-To” Focus on critical business operations
Gain CPD Points
Earn up to 6 CPD points by attending live sessions.
Relevant for Law Firms of Most Sizes
Key focus on sole practitioners to mid-sized firms.
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Thank you to our Partners
Agenda and session information
Day 1: Tuesday, May 13th
9 a.m. - 9.45 a.m. AESTCPD Eligible
Tackling the challenges of recruitment and retention in law firms
Join us as Jason shares practical insights into the common HR challenges faced by law firms, particularly in finding and retaining that elusive “Project Unicorn” – the 3-5 year PQE practitioner. This webinar will focus on actionable strategies to enhance recruitment and retention efforts, ensuring your firm remains competitive in the legal talent market.
Key Takeaways:
- Practical recruitment strategies to attract top talent
- Effective retention techniques to keep your best lawyers
- Insights into creating a competitive and inclusive work environment
- Don’t miss this opportunity to transform your firm’s recruitment and retention practices! Register now to learn how to turn “Project Unicorn” into a reality.
Jason Elias
CHIEF EXECUTIVE OFFICER AT ELIAS RECRUITMENT
Jason has 25 years experience in finding the top legal talent in Australia for law firms, not-for-profits, government and inhouse legal teams. He has been awarded Recruitment Leader of the Year and Business Leader of the Year. As the founder and CEO of Elias Recruitment, he is passionate about finding quality matches in the legal professional space.
Jason’s specialisation is in partner search, senior lawyers and inhouse legal roles (up to General Counsel)
Elias Recruitment is one of Australia’s most trusted legal recruitment brands. Since 2000 we have helped over 800 lawyers around Australia find great career opportunities and assisted clients finding quality legal professionals they could not source themselves.
We help law firms, government departments and in-house legal teams, find, attract and recruit exceptional partners and employed solicitors using:
- Unique sourcing strategies including our proprietary database of over 20,000 lawyers;
- Cutting edge research, traditional and social sourcing techniques to reach hard to find candidates;
- A network of over 400 partner recruiters and their databases and contacts.
Organisations we have recently helped to recruit top lawyers include major law firms through to boutique legal practices, In-house legal departments (e.g. IT, Telco, Medical Devices), Aboriginal Land Councils, Educational Institutions, Community Legal Centres and Barristers’ Chambers.
9.50 a.m. - 10.35 a.m. AESTCPD Eligible
Five Golden Rules to Improve Your Cash Flow
In the legal sector, cash flow is more than just a financial metric—it’s a matter of survival. Yet, many firms struggle with client engagement processes that drain resources instead of driving growth.
Join Ben where you’ll gain valuable insights into:
- The Cash Flow Metrics That Matter: Understand the key indicators that reveal your firm’s financial health.
- The Lawganised Five Golden Rules: Implement proven strategies to supercharge your cash flow and transform your operations.
- A Cash Flow-Focused Client Lifecycle: Discover how to align every stage of client engagement with your financial goals.
Ben will show you how even the smallest tweaks can make a significant difference in your firm’s bottom line.
Plus, watch a 10 minute demo on Clio Payments hosted by Clio Account Executive, Jay Hong.
Ben Deverson
Founder & managing Director, lawganised
Ben Deverson is the Founder & Managing Director Lawganised, a boutique management consulting and advisory firm that exclusively services the legal profession across Australia and around the World.
Half of Ben’s 30-year career to date has been managing and leading professional services firms, including, prior to launching Lawganised, Ben was the Managing Director of a boutique law firm employing 55 staff based in Brisbane.
Despite not being a lawyer himself, Ben is a specialist on all things legal practice management and operations.
Ben and the team at Lawganised have advised over 250 law firms, including supporting clients with business planning, practice management systems, cash flow, efficiency and productivity, leadership and people & culture matters, reporting and performance metrics, mergers, acquisitions, and succession planning.
10.40 a.m. - 11.20 a.m. AEST CPD Eligible
AML Essentials for Australian Law Firms
Join Ian Cragg for an interactive crash course on AML/CTF fundamentals, tailored specifically for Australian law firms facing the upcoming second tranche regulations.
This engaging session will equip you with essential knowledge and practical skills to navigate the new AML landscape, effective July 1, 2026. Through real-world case studies, live polls, and Q&A segments, you’ll gain a comprehensive understanding of:
- Key obligations under the new AML/CTF regime
- Developing an effective AML/CTF program for your firm
- Conducting customer due diligence in legal practice
- Identifying and reporting suspicious activities
- Record-keeping requirements and best practices
We’ll explore recent high-profile cases and their implications, and you’ll have the opportunity to apply your learning through interactive scenarios relevant to legal services.
Whether you’re new to AML or looking to refresh your knowledge, this webinar will provide valuable insights to help your firm prepare for the upcoming regulatory changes.
Ian Cragg
co-Founder, send payments
Ian Cragg is a Co-founder of Send Payments and oversees their involvement across Australia’s legal sector. Ian works closely with State law societies, industry associations and over 1,000 law firms that have requirements to facilitate international payments on behalf of their clients, for scenarios such as estate distribution to overseas beneficiaries, property settlements (via their integration with PEXA), family matters, litigation, migration and more via their multi-currency payments platform. In 2024 Send Payments were recognised in the AFR Top 100 fastest growing companies and Deloitte’s Fast 50 technology companies.
Ian has over 15 years’ experience in the financial services sector, both in the UK and Australia. Being a regulated financial service provider within Australia, Send Payments hold an Australian Financial Services License and are regulated by ASIC and AUSTRAC, under which they adhere to AML/CTF and KYC procedures and are experts within their field.
With Australian law firms preparing for significant changes in anti-money laundering (AML) and counter-terrorism financing (CTF) regulations that they will be required to implement we would like our clients to have one foot forward with the incoming legislation. Send Payments are thought leaders within the legal sector on this topic and will be sharing their experience and safeguards to assist your practice to mitigate risk and Ian will explain how they manage their internal policies, procedures, and controls, designed to ensure compliance with the AML/CTF Act.
11.25 a.m. - 11.50 a.m. AEST
Tech Speed Dating
Ready to find your perfect match?
Don’t spend 25 minutes sitting for a demo when you can get insights into five products within the same time! VXT, Realaml, Send Payments, NetDocuments and Clio will each give a five minute pitch to showcase how they seamlessly integrate into your law firm’s workflows.
Discover how these tools can work for you and why they might just be the perfect fit for your firm!
11.55 a.m. - 12.30 p.m. AESTCPD Eligible
The VUCA Lawyer: Skills for a World on Overdrive
In an increasingly volatile, uncertain, complex, and ambiguous (VUCA) world, lawyers must evolve beyond traditional legal expertise to thrive. Artemis Evangelidi, founder of Aipeia Consulting and Head of Learning Transformation at the Law Institute of Victoria, unpacks the critical skill-sets and mind-sets needed for success.
Drawing from her journey as a corporate lawyer, international consultant, and conscious leadership advocate, Evangelidi explores how emotional intelligence, adaptability, and purpose-driven leadership can redefine legal practice. Her insights—rooted in psychology, mindfulness, and transformative business strategies—offer a roadmap for lawyers to navigate disruption, foster resilience, and lead with impact.
Artemis Evangelidi
Head of Learning transformation, law institute of victoria
Artemis Evangelidis is the Head of Learning Transformation at the Law Institute of Victoria, the founder of Aipeia Consulting where she serves as a Conscious Leadership Consultant & Executive Coach and the founder of the NFP, Centre for Conscious Leadership.
With degrees in Science, Law, and Psychology from Monash University, she possesses over 20 years of experience as a corporate and commercial lawyer, encompassing private practice, in-house counsel roles, and her own consulting firm. Additionally, she completed her inner MBA in 2024.
She is a Teacher of Presence & Mindfulness, having trained with Eckhart Tolle, Dr. Tara Brach, Dr. Jack Kornfield and more, adding to her list of complementary trainings and certifications where eastern traditions, ancient wisdom and philosophy intersect with psychology, physiology and neuroscience.
Her first book ‘Life. Thoughts That Make The World Go Around’ was published in the UK in 2019 and she regularly contributes to the Law Institute Journal, Thrive Global, Australian Lawyer’s Weekly, Holistic Bliss Magazine, and Business Fit Magazine. Her commitment to fostering mindfulness and integrity in the business world is further reflected in her board positions with the Mindfulness in Law Society, and with NGOs where she advises on Conscious Leadership principles.
Day 2: Wednesday, May 14th
9 a.m. - 9.45 a.m. AESTCPD Eligible
Revolutionising Pricing: AI-Driven Models for Success
Join Jennie Pakula to explore innovative pricing strategies beyond the billable hour. Learn about AI-driven models, hybrid approaches, and how to align client value with your firm’s expertise. Discover actionable insights to navigate compliance risks and maximise profitability.
Jennie Pakula
principal, the lawyer’s friend
Jennie Pakula is Principal of The Lawyer’s Friend, a legal and consulting firm that helps lawyers practice confidently and well, navigating their regulatory obligations and serving their clients better.
Jennie worked in legal services regulation from 1994- 2023. She has been an ethics adviser and complaint handler with the Law Society of NSW. She worked at the Victorian Legal Services Board + Commissioner (VLSBC) from 2006, where she conducted many complaint investigations and prosecutions. From 2010-2018, she managed the team that dealt with the bulk of complaints and enquiries. In that role, she read, allocated and in many cases supervised about 14,000 client complaints, gaining an incredible perspective on how legal matters can go wrong. In this role she pioneered the innovative Rapid Resolution approach to complaint handling, instigated several policy initiatives and designed the first iteration of VLSBC’s compliance auditing program.
Jennie’s last role at VLSBC was as Manager, Innovation & Consumer Engagement. In that role, she gained a deeper understanding of the consumer experience of legal services and worked closely with the Consumer Panel. Jennie conceived and executed many initiatives designed to overcome barriers to innovation, including devising and running the ‘Innovation In-box’, where legal services innovators receive regulatory guidance on new ways of working. She was responsible for a series of practical regulatory guidance pieces, the most recent relating to lawyers’ use of generative AI.
Throughout her career, Jennie has seen and deeply understood systemic problems and common issues and has converted these insights into practical guidance for consumers and the profession. She is a passionate advocate for access to justice through the private sector and sees enormous potential in leveraging technology and generative AI. She particularly loves encouraging and helping lawyers in small firms – especially those who want to do things differently.
9.50 a.m. - 10.35 a.m. AEST CPD Eligible
Five Steps to Implement Software at any Law Firm
Are you struggling with outdated technology that’s hindering your law firm’s efficiency and growth? Is the thought of data migration keeping you stuck in the past? This webinar addresses these challenges head-on, providing a practical and proven approach to technology transitions. We’ll walk you through the entire process, from identifying the right solutions for your firm’s specific needs to executing a seamless data migration strategy that minimises downtime and disruption. Discover how to leverage new technology to streamline workflows, enhance client service, and gain a competitive advantage.
Plus, watch a 10 minute demo on Clio Manage hosted by Clio Account Executive, Melissa Gibbs.
David Lisitsa
Director, Newlaw
David Lisitsa is a qualified solicitor and Director at NewLaw.com, where he leads the transformation of legal practices through strategic technology and operational change. With over a decade of experience across management consulting, IT, and accounting, he specialises in helping law firms improve efficiency by integrating, migrating, and customising practice management systems.
As both a legal professional and a change management specialist, David understands the complexities involved in modernising legal operations. His expertise spans artificial intelligence, cybersecurity, and business information systems—enabling him to deliver secure, future-ready solutions tailored to the unique needs of each firm.
David is committed to sustainable, measurable improvements. He emphasises collaboration and capability transfer to ensure that firms not only adopt the right tools and processes but are also empowered to manage and evolve them independently. His work consistently drives greater productivity, resilience, and long-term value for clients in the legal sector.
10.40 a.m. - 11.25 a.m. AESTCPD Eligible
Marketing Blue Print for Your Law Firm
Unlock the secrets to building a powerful marketing strategy for your law firm. In this exclusive masterclass, you’ll gain actionable insights into creating a results-driven marketing blueprint tailored to your firm’s goals. Learn how to attract the right clients, stand out in a competitive market, and grow your law firm with confidence ensuring that not all your marketing eggs are in one basket. Whether you’re just starting your law firm or looking to elevate your current efforts, this masterclass will equip you with the tools and strategies you need to take your firm to the next level.
Join us and start building your law firm’s marketing success story!
Plus, watch a 10 minute demo on Clio Grow hosted by Sales Manager at Clio, Adriano Famularo.
Caralee Fontenele
Director, Scalable Law
Caralee is the passionate driving force behind the Collective Family Law Group based in South East Queensland, Australia. She founded her firm in 2012 to bring positive change to the family law space for both clients and employees.
Leading a law firm and legal team made Caralee realise it can be a lonely journey. So she was inspired to develop and found her business Scalable Law, which supports entrepreneurial law firm owners to scale without burnout. Over the last couple of years since starting Scalable Law, Caralee has helped more than 120 law firm owners to increase their profit freedom so that they can achieve their dreams as law firm owners.
11.30 a.m. - 12.15 p.m. AEST CPD Eligible
Into the Future: Thriving Through Disruption
Ana Ivanovic-Tongue
AcademyEx, Chief Delivery Officer
Ana Ivanovic-Tongue is Chief Delivery Officer at AcademyEX, NZ’e leading EdTech organisation, where she specialises in designing and delivering impactful learning solutions that bridge gaps between digital innovation, leading change and future-ready workforce development. With over 20 years of experience, Ana has partnered with government agencies and private organisations to drive cultures of continuous learning, leveraging AI and other innovative technologies to develop scalable educational programmes that deliver business impact.
Her team have delivered programmes such as Digital Boost, funded by MBIE, which empowers New Zealand’s small businesses with essential digital skills, and Digital Passport, funded by MSD, and globally recognised at World Summit Awards for its role in upskilling those looking for sustainable work in digital skills, job-ready skills and AI fundamentals. Ana also collaborates with various industries, including public sector organisations and forward-thinking businesses, to create internal academies of learning. Her commitment to accessible, lifelong learning ensures that businesses and individuals are ready to tackle the exponential pace of change brought by emerging technologies and global shifts.
Frequently Asked Questions
Is the summit actually free to attend?
Yes, this summit is free to attend!
Will recordings be available?
The recording will be emailed to all registrants. Please note that CPD points will not be granted for on-demand sessions.
How do I access the summit?
The summit will be hosted on the Zoom Events platform. When you register, you will receive a calendar hold, so be sure to save the event to your calendar! You will receive your link to access the summit one week prior to the event, as well as reminder emails from Zoom one day and one hour before it starts.
What is Clio?
Trusted by over 150,000 lawyers and 100 bar associations/law societies, Clio’s industry-leading cloud-based case management software makes it possible to run your firm, organise cases, and collaborate with clients from one place. Book a personalised walkthrough here.
Please note: Attendee details will be shared with our partners.