IT Principles and Policies for your business – 29 April 2025

Name: IT Principles and Policies for your business - 29 April 2025 - cpd.myciba.org
SKU: PTM010
Price: 230.00 ZAR
Availability: InStock

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

Date:

29 April, 2025

Time:

14:30

Hours:

1.5 hours

CPD Units:

Category:

Operator, Practice Management

Group:

Channel 2: Growth

Format:

Live Event

IT Principles and Policies for your business - 29 April 2025

R230,00 VAT incl.

Product Information

This session is for accountants who want to run a tighter practice—and offer smarter services to their clients. In today’s digital world, a missing IT policy can lead to real-world consequences: compromised data, broken client trust, and even compliance breaches. Whether you’re managing a remote team, working off a single laptop, or scaling your firm, the way you handle information matters more than ever.

This 1.5-hour webinar will walk you through the core IT policies every small business and accounting practice needs—from secure password protocols and cloud backup plans, to clear rules around remote access and personal device usage. But we don’t stop there. You’ll also learn how to take this knowledge and offer it as a compliance-driven, revenue-generating service to your clients.

Through real-world examples, simple templates, and straight-talking guidance, we’ll help you build policies that work in practice—not just on paper. If you’re looking for a way to boost your own compliance, improve your client offering, and stay one step ahead of risk, this is the session for you.

Presenter/s

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.

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.

Event breakdown

Event breakdown

🧠 Getting the Basics Right

Why small practices must have IT policies—and where the real risks lie
What regulators, insurers, and clients expect (even if they don’t say it)

🛠 Building Your Core IT Policies

Templates and tools for:
- Password protocols
- Data access controls
- Backup and disaster recovery
- Acceptable use and device management
What to enforce internally—and how to do it without a fuss

🏠 Remote Work and BYOD

How to write clear policies for personal devices and home setups
Protecting client data when your team isn’t in the office
Real examples from practices that got it right—and those that didn’t

💼 Turning Policy into Service

How to add IT policy advisory to your client offering
Pricing, packaging, and positioning it as a compliance value-add
Building trust and boosting client retention through digital governance

📊 Review-Ready IT Practices

Using IT policies to strengthen your independent reviews
Recordkeeping, audit trails, and policy-based assurance

💬 Live Q&A and Takeaways

Discuss common challenges with BYOD and remote work setups
Share lessons and get answers on implementation
Walk away with ready-to-use templates and best practices

Certificate

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