Practice Management Conference 2020

WHAT YOU WILL LEARN

After attending this online conference, you will be able to:  

• Understand the purpose, mandate, and challenges faced by regulators, agencies and administrators. 
• Understand how to connect and access regulators and agencies. 
• Gain insights into how leading firms are responding to the crises. 
• Devise new ways of working from home and engaging with clients remotely. 
• Offer clients new types of services and support.  

DESCRIPTION

The Art of Practice Management is the only thing standing between you and failure. We don’t want you to fail.   

Join the Saiba and QuickBooks Practice Management Online Conference 2020 and become an Artist by understanding the changing regulatory and technology environment and learning how to respond.   

We have invited more than 20 regulators, agencies, administrators, funders, lenders, leading accounting firms and technology companies to share critical information with you relating to: 

• Their role and function,  
• How they interact with accountants, 
• Their response plans to COVID-19 and the lockdown,  
• How you can access the funding, loans, and other support programs available to you and your clients. 
• How are leading firms adjusting to the new way of work. 
• The technologies to use in the new remote work environment.    

Together we want to assist you in devising new ways of starting, managing and future proofing your firm’s income stream.   

The conference is open to all accountants in Southern Africa. Let us navigate the future and improve our practice management skills together.     

Practitioners can also learn from each other. How are some firms able to identify opportunities from change? How do they manage to implement their insights? How to they ensure co-ordination between their staff, clients and business objective? What technologies are they adopting and how do they see the future of the practice of accounting in South Africa.   

PRICE

This is a free event

CONTENT

Study Unit 1 – Intuit QuickBooks perspective

Items:

• Intuit QuickBooks’ response to COVID-19 and lockdown;
• COVID-19 and the lockdown’s effect on clients;
• Biggest threats to the firm during lockdown;
• Managing a practice’s workflow with Intuit QuickBooks;
• Intuit QuickBooks tools and resources to assist practitioners to grow and work smarter;
• Get free training and attract clients using the Intuit QuickBooks network of small businesses;
• Keep to deadlines and streamline tasks using Intuit QuickBooks software;
• Small practices: Get Intuit QuickBooks Certified and receive client referrals;
• Generate income by becoming an Intuit QuickBooks reseller;
• Intuit QuickBooks special offers available to SAIBA practitioners;

Study Unit 2 – The government perspective

• Government’s role and mandate, functions and services provided to practitioners during COVID-19 lockdown;
• Government’s approach to interacting or engaging with accountants/practitioners;
• Key areas practitioners can improve when engaging with the relevant institution;
• Government’s mode of operation under the COVID-19 and/or lockdown restrictions;
• Practitioners mode of engagement with government during COVID-19 lockdown restrictions;
• Support mechanisms in place for users/customers/public;
• Advice on how clients/SME’s can access the funding, loans, and other support programs available to them;

 Study Unit 3 – Leading accounting firm perspective

• Firms Response To COVID-19 And Lockdown;
• COVID-19 And The Lockdown’s Effect On Clients;
• Biggest Threats To The Firm During Lockdown;
• Firms reallocation of resources to alternative opportunities if applicable;
• Remote working, the new normal? Firms perspective;
• Firms deployment of technical resources to support remote working;
• Firms insights as to what constitutes good practice management with regards to:
  • New business development.
  • Engaging with current clients to develop your service portfolio.
  • Fee negotiations.
  • Appointing and retaining the right employees.
  • How to effectively communicate with your prospects, influencing, do’s and dont’s of pitching.
  • Leveraging social media, traditional media and thought leadership to improve visibility and awareness of your firm’s brand and your personal brand.
  • Benchmarking against industry best practice, and behaviors and skills for successful strategy execution.
  • Best practices for making difficult choices in an uncertain environment and for communicating and implementing them appropriately.
  • Understanding the shaping forces that will define your business and your clients’ business in 10 years.
  • Brainstorming how we must reinvent our profession given new technologies and environmental changes.

Study Unit 4 – Technology perspective

• Technology Firms Response To COVID-19 And Lockdown;
• COVID-19 And The Lockdown’s Effect On technology firms;
• Biggest Threats To The technology Firm During Lockdown;
• Remote Working, The New Normal? Technology Firms Perspective;
• Technology firms solutions for practitioners

REQUIREMENTS

1. The following requirements apply:
   • The event is open to all practicing professional accountants, tax practitioners, and auditors.
   • We do not guarantee the availability of any of the presenters.
   • The AGM is restricted to SAIBA members in good standing.
   • All persons that register for the event must be registered as a free user on saiba.academy and the material and recordings will be made available within the online e-learning portal at no additional cost.
   • CPD credits is dependent on completing an outcomes based assessment available on your free profile in saiba.academy.
   • CPD awarded in line with IFAC IES7 and the new SAIBA CPD accreditation model.

PRESENTER

• Invited Government constituents include:   SARS, CIPC, CIPC Enforcement unit, FASSET, DSD, CIDB, NLB, DBE, EAAB, DOL, SEDA/SEFA, DTI, Banking council, DOH, ABASA, AG, AccGen, FIC, Co-ops, Sectional-Titles etc  
• Invited Firms constituents include:   Mazars, Middle and Partners, Sizwe, SAB&T, Nexia.  
• Invited technology constituents include: 

Main Sponsor – Intuit QuickBooks

Microsoft, Receipt Bank, Tangent Solutions, Bridgement

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 and participant interaction