Introduction

Your practice is only as strong as your policies.
When clients trust you with their financial data, they expect you to protect it. But too many practices run without even the basics—no data access rules, no BYOD policies, no recovery plan. This session helps you fix that fast.

In just 1.5 hours, you’ll learn how to create simple, effective IT policies that protect your business and position you as a trusted expert. Then we’ll take it one step further—we’ll show you how to turn those same policies into a paid service for your clients.

If you’re not offering IT governance as part of your compliance toolkit, you’re leaving money on the table

Category: Practice Management and Operator

Channel 2: Growth

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Information

Available from: 29 April 2025, 14:30

Format: Webinar

CPD Units: 2

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What will set you apart

By attending this webinar you will gain the following competencies

• You’ll stop running your practice on assumptions: Get clarity on what a proper IT policy actually looks like—and why skipping it puts your entire business and client base at risk.
• You’ll have a ready-made policy toolkit: Walk away with templates and real-life examples for acceptable use, password security, remote access, device management, backups, and more.
• You’ll protect yourself from SARS audits and data complaints: Avoid the fines, investigations, and finger-pointing that follow poor digital controls—especially around POPIA and independent reviews.
• You’ll turn IT governance into a value-add for clients: Most small businesses don’t know how exposed they are. You’ll know exactly how to help them fix it—and charge for the service.
• You’ll know how to communicate IT expectations to staff and clients: No more vague rules or crossed wires—just clear, simple policies everyone understands and follows.
• You’ll be audit- and review-ready—even for remote teams: With the right IT policies, your review files won’t fall apart when questions are asked about access, records, or security controls.
• You’ll add a layer of professional credibility to your offering: Clients trust accountants who take security seriously. By having—and explaining—strong IT governance, you’ll set yourself apart as a trusted, forward-thinking advisor.

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Certificate

The following event is awarded 2 CPD units in Practice Management and Operator.

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Presenter

Leana van der Merwe

Leana: Leana van der Merwe, with 18+ years in accounting and corporate governance, Leana leads technical support at CIBA and is a recognized thought leader in regulatory compliance.

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Accounting Weekly

Please note reading Accounting Weekly articles count towards non-verifiable CPD.

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Support

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