Before You Review, Protect You: Client Take-On & Pre-Engagement Done Right

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Introduction

Most Independent Review issues don’t start in the working papers—they start long before, at client acceptance. This session equips reviewers with the essential procedures, documentation, and decision-making tools needed to take on the right clients, spot red flags, and meet all pre-engagement requirements under ISRE 2400 (Revised). Because once you’re engaged, you’re exposed—so make sure you’re ready before you sign.

Category: Independent Review

Channel 1: Compliance


Information

Available from: 7 July 2025, 14:00

Format: Webinar

CPD Units: 3


What will set you apart

By attending this webinar you will gain the following competencies

  • How to assess whether a client qualifies for an Independent Review under the Companies Act
  • Pre-engagement procedures required by ISRE 2400 (Revised)—what must be done, what must be documented
  • How to identify independence threats, conflicts of interest, and engagement risks
  • What to include in your engagement letter and what CIBA reviewers want to see
  • How to decline an engagement (and protect your practice from future liability)

Certificate

The following event is awarded 3 CPD units in Independent Review


Presenter

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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Course Content

Zoom Registration


Welcome


Slides


Webinar


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Course Content

Zoom Registration
Welcome
Slides
Webinar