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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

Jeffrey Luckins is a Partner of Audit & Assurance at mid-market accounting and advisory firm William Buck in Melbourne and a Fellow of CPA Australia, Registered Company Auditor, Chartered Secretary, Fellow of the Governance Institute of Australia and Chartered Governance Institute, Chair of the Victorian State Council of the Governance Institute of Australia, Facilitator of the Victorian Company Secretaries Discussion Group, founding member of the IPO Network and Honorary Secretary of the Royal Society of Victoria.

Jeffrey is a thought leader, writer and presenter at conferences, events and for continuing educational programs on a range of topics focused on auditing, accounting, ethics, governance and equity capital markets.

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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