Practice Management Series 2020

sHORT DESCRIPTION

The A – Z of practice management, from start-up to expansion and everything in between.

WHAT YOU WILL LEARN

  • Know how to find, evaluate and recruit the best staff for your practice.
  • Know how to motivate and retain the best staff.
  • Be aware of how to manage staff.
  • Know how to grow your practice by having the right staff.

DESCRIPTION

The Practice Management series of webinars is hosted once per month and covers critical aspects of running and managing a firm.  

The series provides comprehensive guidance to help small- and medium-sized practices operate more efficiently in the increasingly complex and competitive global marketplace for professional services. The series is loosely organized around a comprehensive range of topics including: 

  • Strategic planning 
  • Practice models 
  • Firm expansion 
  • Managing staff 
  • Leveraging technology 
  • Client relationship management 
  • Risk management 
  • Succession planning 

If you are a SAIBA member and a SAIBA CPD subscriber then you qualify to attend the webinar series for free.   

If you are not yet a SAIBA member you can join here and also share in  SAIBA benefits. www.saiba.org.za/join-as-associate/

PRICE           

The following pricing apply:

R 1 700.00 – Entire webinar series registration. (R475.00 each)

Subscription: Included free in Accountant in Practice plus Tax , Accountant in Practice and Bookkeeper packages

The individual webinars can be purchased separately.

CONTENT

Study Unit 1

Client acceptance procedure

Deciding on what type of client to accept

Client acceptance procedure

Documenting the client acceptance procedure

Using a client acceptantance checklist

Incorporating client data into the engagement plan

Re-evaluating current clients

Study Unit 2

The Conceptual Framework (Step 2 & 3)

The IESBA Code provides a conceptual framework which specifies a three-step approach that all professional accountants are to apply as far as threats are concerned:

  • Step 1: Identifying threats (covered in Webinar 1),
  • Step 2: Evaluating threats and
  • Step 3: Addressing threats.

In this second installment we discuss Steps 2 and 3.

Study Unit 3

Independence & Conflicts Of Interest

Independence is closely linked to the principles of integrity and objectivity. It is a very important element of serving the public interest. In this third instalment we deal with the subject of independence as well as conflicts of interest.

Study Unit 4

Inducements & Responding To NOCLAR For Professional Accountants In Business

In some cultures, the exchange of gifts and hospitality can be an important factor in building and strengthening business relationships. In Webinar 4 we look closely at inducements. We will also cover Non-Compliance with Laws and Regulations (NOCLAR) for Professional Accountants in Business (PAIBs).

Study Unit 5

Responding To NOCLAR For Professional Accountants In Public Practice

Webinar 5 discusses Non-Compliance with Laws and Regulations (NOCLAR) for Professional Accountants in Public Practice (PAPPs).

Study Unit 6

TBC

Study Unit 7

Avoid POPI Act and Electronic Communications Penalties

  • The POPI Act – An Overview.
  • Responsibilities for data protection.
  • How to manage personal information collected.
  • Identifying areas of potential non-compliance.
  • Repercussions for non-compliance.

REQUIREMENTS

There are no preconditions for this course.
Moderate level.
Recorded webinar made available on a specified date

PRESENTER

Caryn Maitland CA(SA)

Caryn Maitland is a Chartered Accountant (SA). She has been a member of IRBA as a registered auditor and accountant since 2002.

Caryn has lectured Auditing and Accounting at various institutions and has conducted independent workshops and seminars for professional accountants since 2006 on various topics. 

Caryn has presented on the national tours for the annual Legislation Update in 2014 and 2015, as well as on the FASSET national tour for the Tax Administration Act in 2014.   

Maya Nikolova BAP(SA), MTP(SA)

Accountant and Registered Tax Practitioner with a demonstrated professional history in the financial accounting and tax industry for over 20 years.    

ADDITIONAL MATERIAL

By attending this webinar, you will be provided with:   

  • Summarised slide presentation.  
  • Reference documents and / or course material where available.
  • Access to a technical knowledge base.
  • Recorded webinar that includes an expert presenter

CONTACT US

SOCIAL MEDIA

AFFILIATES

QUICK LINKS

  [t]
[e]
[a]

012 643 1800
saiba@saiba.org.za
The Workspace
Cnr Pinaster Avenue & 18th Street
The Club Shopping Centre
Hazelwood
Pretoria

The Workspace
Melrose Arch
44 Melrose Boulecard
Birnam
Johannesburg

Copyright © 2020 SAIBA Academy

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