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Recorded Webinars

Recorded Webinar: You Win Some, You Lose Some: Ethical Standards Involving Client Engagement and Disengagement

Clients coming and going is a part of life in public practice. Applying an ethical perspective to client movement either way is required and assists in ensuring a smooth transition for all parties concerned. This session looks into the processes that support an ethical attitude to
PRESENTED BY Jeffrey Luckins Director - William Buck , Melbourne

Date/Time

About the Webinar

Clients coming and going is a part of life in public practice. Applying an ethical perspective to client movement either way is required and assists in ensuring a smooth transition for all parties concerned. This session looks into the processes that support an ethical attitude to both client engagement and disengagement, including:

  • Are there any ethical requirements when actively pursuing new clients?
  • What are the ethical obligations when:
    • engaging a new client from another accountant?
    • responding to a proposed accountant’s enquiries to assist with their decision on whether to engage your former client?
    • a response is not received to an ethical clearance letter you send?
  • Tips for when a response to an ethical clearance letter may risk being interpreted as defaming the outgoing client
  • Situations where engaging a new client may pose a threat to a practitioner complying with APES 110
  • How do the ethical requirements differ when the incoming or outgoing client involves an audit?
  • Ethical requirements for a departing employee commencing practice who:
    • intends approaching the employer’s clients
    • is approached by employer’s clients
  • Are there any ethical requirements to consider when providing services for recurring clients each year?
  • Practical examples

Presented By

Jeffrey Luckins
Director, William Buck Melbourne, Vic

From the very outset, Jeffrey takes the time to learn and understand what his clients want. He believes that understanding what motivates them is vital as this allows him the knowledge to assist them in building a platform for their success.

Jeffrey gives 100% commitment to his staff and clients every day by delivering an attitude of excellence in everything he does. He believes that if you’re going to take on a task, you may as well do it to the best of your ability.

Jeffrey is experienced in the preparation of external financial reports and auditing of listed Australian and multinational public companies, large private corporations and groups, not for profit organisations, professional trust accounts, incorporated associations and the preparation of Investigating Accountant’s Reports for the issue of prospectus and ASX listings.

His extensive experience straddles service, technology, manufacturing, mining and exploration, importing, retail and agricultural industries, increasingly at a multinational level. He specialises in due diligence assurance services for business acquisitions and sales.

Who Should Attend?

This webinar is suitable for accountants – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Accountants can claim up to 1 CPD hour in Ethics. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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