Channel 1: Compliance
Budgeting and Forecasting for Business SuccessThis webinar will explore the key principles behind effective budgeting and forecasting, showing how these processes can drive strategic decision-making, manage resources efficiently, and prepare businesses for uncertainties. Attendees will learn the difference between budgeting and forecasting, how to integrate historical data into financial planning, and how to adjust forecasts as market conditions evolve.
Basic Principles of Compilation Using ISRS 4410A compilation engagement, as defined by ISRS 4410, provides financial statement preparation services without expressing assurance, helping businesses comply with financial reporting standards while management retains responsibility for the integrity of the data.
Month End Close ProceduresTo equip accountants and bookkeepers with a clear understanding of the month-end close procedures, ensuring accuracy and efficiency in financial reporting.
Transforming Agreed-Upon ProceduresThis CPD session is designed to equip CIBA members with the knowledge and skills to effectively perform Agreed-Upon Procedures (AUP) engagements. Participants will learn how to design and execute AUPs that deliver clear, reliable, and actionable insights for clients. The session will blend technical guidance with practical examples, making the learning experience both informative and engaging, ensuring that members can confidently apply these procedures in their professional practice.
Compilation of Annual Financial StatementsThe purpose of this CPD session is to equip CIBA members with a comprehensive understanding of the critical elements involved in the compilation of Annual Financial Statements. This session will delve into the requirements set forth by the Companies Act, the importance of accurately calculating the Public Interest (PI) Score, and the application of the relevant Accounting Frameworks.
Companies Act AmendmentsThe South African Companies Act 71 of 2008 has recently undergone significant amendments that will impact companies across the country which our presenters will unpack in this webinar.
Ethics Unlocked: Navigating the IESBA Code of EthicsThe session combines theoretical discussions with interactive exercises that allow participants to engage with common ethical dilemmas faced by accountants.
Fixed Asset registers and depreciationThis webinar will provide members with a foundational understanding of fixed asset registers, their importance in financial reporting, and how to maintain them accurately.
Maintaining Working PapersThe objective of the webinar is to help CIBA members understand the importance of well-maintained working papers in supporting financial statements and ensuring compliance. It will cover essential components, best practices, and practical strategies to enhance the accuracy and reliability of documentation in accounting processes.
Basic Set of Management AccountsThe purpose of the webinar on Basic Set of Management Accounts is to provide CIBA members with a clear understanding of the essential components and structure of management account.
Business PlansThis webinar is designed to help participants understand how to create a solid business plan. A business plan is like a roadmap that guides you in starting or growing your business. By the end, you’ll know how to put together a plan that’s useful for you and impressive to potential investors.
Fundamentals of Professional EthicsProfessional ethics refers to the moral principles and standards of behaviour expected of individuals in their professional roles. These principles ensure that professionals act with integrity, transparency, and accountability, fostering trust and maintaining the reputation of their professions.
Going Concern and subsequent eventsAttendees will leave with a clear understanding of how to apply these principles to their work, ensuring compliance with relevant IFRS and IFRS for SMEs standards while supporting robust financial reporting.
IFRS for SME Annual Financial StatementsThis webinar is designed to provide CIBA members with an in-depth understanding of preparing annual financial statements according to the IFRS for SMEs framework. The session will empower attendees to confidently draft a full set of financial statements independently, adhering to the standards set forth by IFRS for SMEs and the Companies Act of South Africa. Attendees will gain practical, actionable insights into the requirements for financial reporting, including compliance with legislative and regulatory frameworks, with a focus on clarity, accuracy, and adherence to the governing standards.
Tax Happy Hour 1: Income tax treatment of activities conducted by service providersWhilst this Tax Happy hour discussion will contain certain technical content, the discussion will primarily focus on tax and the service provider. 2024
Tax Happy Hour 2: Accounting and tax treatment of long-term construction contractsWhilst this Tax Happy hour discussion will contain certain technical content, the discussion will primarily focus on accounting and tax treatment of long-term construction contracts. March 2024
Tax Happy Hour 3: Tax opportunities and pitfalls in the education sectorWhilst this Tax Happy hour discussion will contain certain technical content, the discussion will primarily focus on Education. April 2024
Tax Happy Hour 4: Finance and Business Services - Asset FinanceWhilst this Tax Happy hour discussion will contain certain technical content, the discussion will primarily focus on Finance and Business Services - Asset finance. May 2024
Tax Happy Hour 5: Income Tax and VAT Legislation provides beneficial treatment to the bona fide farmerWhilst this Tax Happy hour discussion will contain certain technical content, the discussion will primarily focus on tax in Agriculture - June 2024
Tax Happy Hour 6: Income Tax Act contains various rules applicable to the manufacturerWhilst this Tax Happy hour discussion will contain certain technical content, the discussion will primarily focus on tax in Manufacuring - July 2024
Tax Happy Hour 7: Pitfalls and opportunities applicable to the transport industryWhilst this Tax Happy hour discussion will contain certain technical content, the discussion will primarily focus on tax in Transport and Automotive - 2024
Tax Happy Hour 8: VAT and Income Tax challenges facing the importer and exporter of goodsWhilst this Tax Happy hour discussion will contain certain technical content, the discussion will primarily focus on the VAT and Income Tax treatment relating to the importation and export of goods. 2024
Tax Happy Hour 9: VAT and Income Tax challenges facing the telecommunication industryWhilst this Tax Happy hour discussion will contain certain technical content, the discussion will primarily focus on the VAT and Income Tax treatment of goods and services supplied in the telecommunication industry. 2024
Tax Happy Hour 10: VAT and Income Tax challenges facing the hospitality industryWhilst this Tax Happy hour discussion will contain certain technical content, the discussion will primarily focus on the VAT and Income Tax challenges facing the hospitality industry. 2024
Agreed Upon ProceduresThe goal of this webinar is to provide attendees with a hands-on understanding of Agreed-Upon Procedures (AUP) under ISRS 4400. By the end of the session, participants will be equipped to apply this standard in real-world scenarios, understanding not only how to tailor AUPs to fit specific client needs but also how to communicate the engagement’s limitations clearly to manage client expectations. This knowledge will help attendees carry out AUP engagements confidently and effectively, ensuring that they meet professional standards without overextending the scope. The session will walk attendees through the entire AUP process—from understanding client requests and setting clear engagement boundaries to documenting findings that add value for the client. The emphasis will be on making AUPs a practical tool for client engagements, where attendees feel confident in defining and reporting on precise procedures without moving into assurance territory.
Introduction to Business Valuations and Due DiligenceThe purpose of this webinar is to give CIBA members a basic understanding of how to assess the value of a business and carry out due diligence. This knowledge will help attendees make better business decisions or advise others effectively.
Basic Bookkeeping TechniquesAre you a bookkeeper or aspiring business accountant looking to strengthen your foundation? Don’t miss our Basic Bookkeeping Techniques Webinar, designed to equip you with essential skills and practical knowledge tailored for the bookkeepers and aspiring business accountants.
Analytical procedures for sustainable growthTo give financial professionals hands-on skills to spot risks, uncover trends, and offer smarter advice—so they can: Deliver better management accounts Charge more for advisory work Make independent reviews faster, smarter, and more reliable
CIBA Compliance: Legislative UpdateAccounting and finance professionals must stay compliant with ever-changing regulations. This monthly webinar ensures CIBA members remain informed about the latest updates to laws, regulations, and industry standards that impact their businesses, practices, and clients.
Office of The Tax OmbudThe purpose of the webinar is to update and empower tax practitioners and accountants about the services offered by the Office of the Tax Ombud. By understanding the mandate of the office, as well as taxpayer rights, entitlements, and obligations, CIBA members will be better equipped to serve their clients effectively.
Tax Happy Hour - Taxation for NPO and PBOTo provide participants with a basic overview of the following: Income Tax for NPO’s who does not enjoy PBO status. Income Tax benefits for a PBO. VAT treatment of Associations not for Gain and Welfare Organisations.
CIBA Pre-Budget Policy Dialogue 2025: Rethinking Fiscal Strategy – No More Taxes, No More DebtThe CIBA Pre-Budget Policy Dialogue 2025 is a high-level discussion aimed at developing practical, sustainable fiscal strategies ahead of the National Budget Speech on 12 March 2025. Under the theme “No More Taxes, No More Debt, Just Fix SOEs and Stop Corruption,” the dialogue will bring together policymakers, industry experts, and business leaders to explore alternative economic solutions that drive growth without increasing taxes or public debt.
Tax Happy Hour - VAT UpdateTo provide participants with a basic overview of the following: · Basic mechanics of VAT. · Pitfalls and opportunities in VAT management · VAT modernization process · Consequences if VAT rate were to increase with specific reference to transitionary rules. · VAT Risk Management – processes and procedures to minimize VAT costs.
Concepts and Pervasive Principles under the IFRS for SMEsBack to basics – understanding the core concepts and pervasive principles of the IFRS for SMEs.
E@syFile New Version 8This webinar is designed to help tax professionals and payroll administrators transition smoothly to the new SARS e@syFile Version 8. We will cover key changes, installation guidance, and essential features to ensure a seamless experience. Attendees will gain practical insights into the new system, understand its enhancements, and have the opportunity to engage with experts on troubleshooting common challenges.
CIBA Compliance Channel: Legislative UpdateThis event brings news from key regulators to your practice, ensuring that you are aware of new requirements and stay compliant. In this monthly webinar we talk about what is new regarding our regulators, changes in laws and regulations that impact accountants, their practices, and clients.
Business Rescue Legislation, Processes and ProceduresWhen a client or company enters business rescue, accountants are suddenly thrown into high-stakes, high-pressure territory. This session helps business accountants understand what’s expected of them—legally and practically—before, during, and after the business rescue process. If you're in practice or commerce, this is your chance to get ahead of the crisis and deliver real value when it matters most.
Mastering ISQM 1 - Webinar 1: What Small Accounting Practices Need to KnowISQM 1 sounds complicated, but it doesn’t have to be. This standard applies to you if you compile financial statements or perform independent reviews or agreed-upon procedures. This webinar breaks down what ISQM 1 is, why it matters (even for small firms), and how to get started without needing a compliance officer or a huge manual. Whether you’re a one-person practice or managing a lean team, we’ll show you how to start building a quality system that’s simple, smart, and scalable.
CIBA Compliance: Legislative UpdateThis event brings news from key regulators to your practice, ensuring that you are aware of new requirements and stay compliant. In this monthly webinar we talk about what is new regarding our regulators, changes in laws and regulations that impact accountants, their practices, and clients.
Tax Happy Hour: Income Tax for BeginnersTo provide participants with a basic overview of the following: Origins of Income Tax Principles and contributions to national budget. Income Tax as applicable to various taxpayers, i.e. Corporates, Trusts, Natural persons, Residents and Non-residents. Lay-out and taxes governed by the Income Tax Act Normal Tax Capital Gains Tax Donations Tax Interest WTH Tax Dividend Tax Schedules to the Income Tax Act Explanation of formula to derive at Taxable Income Gross Income Exempt Income Income Deductions S26A inclusion of Taxable Capital Gains Assessed losses Tax credits (Foreign Tax, PAYE, Provisional Tax)
Don’t Let ROE Deadlines Wreck Your Month-EndIt’s that time again—Return of Earnings (ROE) submissions open on 1 May, and if you’re still scrambling every year to get it done, this session is for you.
CIBA Compliance: Legislation UpdateThis event brings news from key regulators to your practice, ensuring that you are aware of new requirements and stay compliant. In this monthly webinar we talk about what is new regarding our regulators, changes in laws and regulations that impact accountants, their practices, and clients.
CIBA Compliance: Legislation UpdateThis event brings news from key regulators to your practice, ensuring that you are aware of new requirements and stay compliant. In this monthly webinar we talk about what is new regarding our regulators, changes in laws and regulations that impact accountants, their practices, and clients.
Mastering ISQM 1: Implementing and Monitoring Your System (Webinar 2 of 2)In this second session in the ISQM 1 series, we will look at the practical steps of designing and operating a quality management system. You’ll learn to assess your risks, document your system, and monitor it without needing a big team or complex software. If you’ve already accepted that ISQM 1 applies to your practice, this session will show you exactly what to do next—with real templates, examples, and checklists made for small practices.
CIBA Compliance: Legislation UpdateThis event brings news from key regulators to your practice, ensuring that you are aware of new requirements and stay compliant. In this monthly webinar we talk about what is new regarding our regulators, changes in laws and regulations that impact accountants, their practices, and clients.
CIBA Compliance: Legislation UpdateThis event brings news from key regulators to your practice, ensuring that you are aware of new requirements and stay compliant. In this monthly webinar we talk about what is new regarding our regulators, changes in laws and regulations that impact accountants, their practices, and clients.
Tax Happy Hour - Payroll TaxesPAYE errors are silent business killers. Underpay, and SARS slaps you with penalties. Overpay, and employees may come after you. Most accountants assume payroll is “handled”—until they’re left cleaning up the mess. In this session, we break down exactly how to keep your clients (or your company) out of trouble, reduce risk, and even turn payroll reviews into a billable service.
SARS e@syFile Version 8.0.0- Addressing Employer Filing Season challenges and filinge@syFile just changed—and if you don’t know how version 8.0.0 works, you’re risking submission errors, compliance issues, and hours of wasted time.
No More Nightmare Clients: Mastering Client Management That PaysTo help accounting practitioners build a smarter, more profitable practice by managing client relationships proactively—knowing when to say no, how to set boundaries, and how to turn good clients into great ones.
Tax Happy Hour: Contractors in Chaos? Help Them Master Tax (And Pay You for It)Independent contractors, freelancers and commission earners are often the clients with the most risk—and the least tax planning. This session gives you the tools to confidently advise them, structure their affairs legally, and turn their tax panic into profitable, value-added services. Because when SARS knocks, you want to be the person they call—not the one they blame.
Before You Review, Protect You: Client Take-On & Pre-Engagement Done RightMost 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.
Time to Let Them Go? How to Re-Evaluate Clients and Get Engagement Letters That StickNot all clients should be retained, and not all services should continue without a proper paper trail. This session gives accountants, tax practitioners and business advisors the skills and tools to re-evaluate existing clients, assess risk, and update or issue engagement letters that protect both parties. Because “we’ve always done it for them” isn’t a defence when SARS, CIPC, or a client complaint comes knocking.
Office of The Tax OmbudSARS is under scrutiny. Systemic issues in the tax system cost your clients and your reputation. This webinar will reveal what the OTO is uncovering during systemic investigations and how to safeguard your clients (and your practice) from risk.
CIBA Compliance: Legislative UpdateThis event brings news from key regulators to your practice, ensuring that you are aware of new requirements and stay compliant. In this monthly webinar we talk about what is new regarding our regulators, changes in laws and regulations that impact accountants, their practices, and clients.
CIBA Compliance: Legislative UpdateThis event brings news from key regulators to your practice, ensuring that you are aware of new requirements and stay compliant. In this monthly webinar we talk about what is new regarding our regulators, changes in laws and regulations that impact accountants, their practices, and clients.
CIBA Compliance: Legislative UpdateThis event brings news from key regulators to your practice, ensuring that you are aware of new requirements and stay compliant. In this monthly webinar we talk about what is new regarding our regulators, changes in laws and regulations that impact accountants, their practices, and clients.
Tax Happy Hour: Capital Gains Tax (CGT)Capital Gains Tax (CGT) is a tax levied on the profit (gain) made when you sell or dispose of an asset that has increased in value. It applies to individuals, businesses, and other entities, depending on the jurisdiction.
Tax Happy Hour: Explanation of Assessed Loss Balances: Limitations for Companies and IndividualsTo equip Chartered Business Accountants in Practice with clear, practical guidance on the treatment of assessed losses under the Income Tax Act, SARS guidance, and recent developments. The session will highlight common pitfalls, anti-avoidance rules, and how to safeguard clients from costly mistakes.
Tax Happy Hour: Tax Planning and Tax AvoidanceTax planning can save your clients thousands and strengthen your role as a trusted advisor. But cross the line into tax avoidance, and you risk audits, penalties, and reputational damage. This session breaks down the difference—showing you how to keep clients compliant while still adding real value.
Tax Happy Hour: Basic Vat IntroductionValue Added Tax (VAT) is a type of indirect tax that is imposed on the value added to goods and services at each stage of production or distribution. Unlike income tax, which is paid by individuals or businesses on their earnings, VAT is collected by businesses on behalf of the government and is ultimately borne by the final consumer.
Tax Happy Hour: Taxation for Agriculture and Biological AssetsFarming finances don’t fit neatly into standard tax boxes. This session unpacks the tricky world of agriculture and biological asset taxation — from livestock valuation to produce income — helping you get it right, stay compliant, and save your clients from painful SARS surprises.
SARS EfilingThis webinar will help tax practitioners stay up to date with the latest updates to SARS eFiling and highlight common problems experienced by CIBA members during the 2025 tax season. The session will give practical insights to help tax practitioners navigate recent system changes and avoid common pitfalls.
Plan First, Regret Nothing: Mastering the Planning Stage of Independent ReviewsIR assurance is coming whether your clients are ready or not. Learn how to plan your independent reviews properly using ISRE 2400. This session takes you beyond the engagement letter, showing you how to identify high-risk areas, set appropriate materiality levels, and design focused analytical procedures that deliver results. Whether you're handling your first review or refining your current process, you'll gain practical tools to strengthen your planning, improve efficiency, and protect your practice from review pitfalls..
FICA Compliance for Accountants: What 2025 DemandsTo help professional accountants understand and apply the latest FICA compliance requirements for 2025, with practical guidance, real-world examples, and clear answers to common problems.
Office of The Tax OmbudTired of getting blindsided by SARS processes or helping clients stuck in red tape? This webinar introduces the Compilation of Taxpayers’ Rights, Entitlements, and Obligations, a new document from the Office of the Tax Ombud that lays out exactly what SARS can and can’t do, and what your clients must do in return. This isn’t just a reading of legal fine print. It’s a hands-on session showing how to use the Compilation to resolve disputes, protect your clients, and position yourself as a trusted tax adviser. If you're in practice or commerce, this is your playbook for navigating SARS with confidence.
E@syFile EmployerThe webinar will cover the installation and basic navigation of the new e@syFile ThinClient, Version 8. It will be a webinar that covers the bare bones functionality for the successful submission of EMP 501 recons via the new platform
Red Flags & Right Choices: Fraud Prevention and Ethics That Pay OffEver wondered how much money quietly slips through the cracks of small businesses each year due to fraud? Or how one ethical misstep can turn into a career-ending headline? This session takes the blindfold off. We’ll show you how fraud happens in real life (yes, even in small practices and SMEs), why ethics is your best armour, and how turning these two “headaches” into services can boost your revenue and reputation.
Financial Planning & Analysis (FP&A): Forecasting, Budgeting and Strategic Planning in PracticeFP&A is no longer just about producing spreadsheets. It is about shaping the future of the business. This session equips accountants and finance professionals with practical tools to forecast, budget, and plan with confidence, while showing them how FP&A can become a career accelerator and a value-adding service line.
SARS e@syFile™ Employer version 8.0.1_325 Challenges and Solutions for Employer ReconciliationsAddressing the common issues on Easyfile and how to finalise the reconciliations
SARS Expedited Debt Compromise – Regulatory RequirementsThis event is presented by SARS, providing a clear explanation of the regulatory framework and internal considerations behind the Expedited Debt Compromise process under Chapter 14 of the Tax Administration Act. It's the official view, straight from the source.