Overview   

In this dynamic webinar, discover how integrating robust governance frameworks, effective succession planning, sustainable practices, and cutting-edge technology can transform both your firm and your clients’ businesses. Explore actionable strategies that empower accountants to serve as trusted advisors in ethical leadership, driving strategic decision-making and long-term resilience. 

Learn how to navigate complex tax, legal, and regulatory landscapes while leveraging digital tools to enhance operational efficiency and promote a culture of sustainability and ethical compliance. This session provides a forward-thinking roadmap for integrating practical governance into day-to-day operations, ensuring your practice remains competitive and future-ready. 

Join our technical experts Caryn Maitland CA(SA) and Carmen Westermeyer CA(SA) on 15 July 2025, from 15h00 to 17h00, as they discuss the latest approaches to governance, succession planning, and sustainable business practices. 

Learning objectives and competencies developed 

Through an in-depth analysis of the latest regulatory developments, real-world case studies and practical examples, this webinar will equip you with the following competencies:   

• Understand how strong governance frameworks and succession planning contribute to the sustainability of a business. 

• Learn how accountants can use their position as trusted advisors to embed sustainable and ethical practices in client engagements. 

• Identify key tax and legal considerations when planning for succession, ownership transitions, and environmental or social investments. 

• Gain insights into how technology can support good governance, ethical compliance, risk management, and sustainability tracking. 

• Acquire practical tools to assess governance readiness and future resilience—both for their own practices and their clients.   

Content to be discussed 

The following topics are under discussion for this month:  

• Governance and Ethical Leadership in Practice 

  • King IV™ application for SMEs and professional firms 

  • Governance structures: Boards, advisors, accountability frameworks 

  • Role of the accountant in promoting ethical decision-making 

  • IFAC Code of Ethics: Objectivity, integrity, and due care in governance 

• Succession Planning and Business Continuity 

  • Exit and continuity strategies for accounting firms and client businesses 

  • Ownership structures: Companies, partnerships, and trusts 

  • Tax planning for succession: CGT, Donations Tax, Estate Duty 

  • Generational wealth transfers and practical business restructuring 

• Practical Sustainability in Professional Services 

  • What does sustainability mean for a service-based firm? 

  • Responsible resource use, remote/hybrid work models, reducing environmental footprint 

  • Social responsibility: Inclusive employment practices, community engagement 

  • Sustainability as a driver of reputation, client retention, and staff morale 

• Taxation and Sustainability Incentives 

  • Overview of green tax incentives: Section 12L, energy efficiency allowances 

  • Carbon tax: Basic awareness and client impact 

  • VAT and Income Tax considerations on sustainable capital expenditure 

  • Structuring ESG-aligned investment and compliance strategies 

• Technology and Governance Enablement 

  • Digital governance tools: Practice management systems, document controls, approval hierarchies 

  • Using technology for succession readiness: Client databases, knowledge transfer, IP capture 

  • Data governance and POPIA compliance in the digital age 

  • ESG reporting software and dashboards – practical use cases 

• Building a Resilient Practice: Practical Application 

  • Self-assessment: Governance, succession, and sustainability readiness 

  • Templates and checklists: Governance policies, succession plans, ESG action items 

  • Embedding future-oriented thinking into client conversations and service offerings 

  • Billing and pricing models that reflect advisory and sustainability services   

Obtaining your CPD certificate 

This training is compliant with the International Education Standard (IES7) issued by the International Federation of Accountants and recognised for CPD by relevant professional bodies including ACCA, CIMA, IAC, IIA, SAICA and SAIPA. 

All attendees are issued with a CPD certificate available in an online profile.     

Meet your presenters 

Caryn Maitland CA(SA) 

Caryn Maitland is a Chartered Accountant (SA). She has been a member of IRBA as a registered auditor and accountant since 2002 and is also a registered member of SAICA. 

Caryn has lectured Auditing and Accounting at various institutions and has conducted independent workshops and seminars for professional accountants since 2006 on various topics. She has presented on the national tour for the annual Legislation Update with ProBeta Training (Pty) Ltd in 2014 and 2015, as well as on the FASSET national tour for the Tax Administration Act in 2014.  Caryn is also involved with the annual SAICA SMP Technical tour. 

Carmen Westermeyer CA(SA) 

Carmen Westermeyer graduated in 2001 from the University of Natal, Durban (now UKZN), with a BCom Honours degree in Accounting and completed her articles with PwC in 2004. She has been a member of SAICA since then. In 2008, she was appointed lecturer at UKZN and coordinated the Taxation 300 course until December 2010. She then took over the role of Academic Leader for the Taxation Department, as well as the coordination of the Postgraduate Taxation Programme.  

In December 2012 Carmen started running ad hoc training courses for members of the profession. From December 2013, she moved into commercial training and consulting on a full-time basis. She has been involved in various training activities, such as the SAICA SMP training in 2014 and the FASSET Budget and Tax Update in 2015 and 2016. 

Who should attend? 

The following persons will benefit from attending this webinar: 

• Professional accountants such as CA(SA), BAP(SA), AGA(SA), Professional Accountant (SA), FCCA, BA(SA) and ACCA. 

• Registered auditors. 

• Company directors. 

• Financial managers. 

• Registered tax practitioners.  

• Trainee accountants.  

Price 

• Individual Booking: R380.00  

• Company Booking: 

  • Group Price 1 - From R198 per person (up to 5 users)  

  • Group Price 2 - From R153 per person (up to 10 users)  

  • Group Price 3 - From R132 per person (over 11 users) 

Steps to register for the event:  

If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. Click here to create a free profile (There is no charge to create a profile and gain access to our free content). 

To find out about the Resource Centre, Accounting Library and CPD Subscription Plans, click here . 

Corporate training solutions 

At the Accounting Academy, we recognize the evolving needs of businesses in today's dynamic environment. Beyond our standard webinar offerings, we provide tailored corporate training solutions designed to empower your team with the latest in accounting and professional skills. Whether you're looking for online sessions or face-to-face training, our programs are crafted to ensure a comprehensive and engaging learning experience. 

Drawing inspiration from modern training methodologies, our corporate solutions are interactive, adaptable, and focused on real-world applications. We prioritize hands-on learning, ensuring your team can immediately apply their newfound knowledge in practical scenarios. 

Interested in a bespoke corporate training experience? Reach out to us at [email protected] or call 010 593 0466. Together, let's design a training program that elevates your team's capabilities and aligns with your organizational goals. 

Contact us 

Have any questions or need any assistance? Contact us today! 

• Online chat through our website. 

• WhatsApp: Start chatting (+27635026114) 

• Phone: 010 593 0466 

• E-mail: [email protected]