Managing workload, deadlines, and client expectations


Date: May 30, 2024 - May 30, 2024

CPD hours: 2 Hours

Time: 10:00 - 11:00

Event Type: Webinar

Presenter: Annelien Feldtmann
CA(SA), MCom, ICR  

Success in any professional environment hinges significantly on adeptly managing workload, adhering to deadlines, and effectively aligning with client expectations.

Overview    

Success in any professional environment hinges significantly on adeptly managing workload, adhering to deadlines, and effectively aligning with client expectations. This upcoming webinar serves as a platform to underscore the criticality of mastering prioritisation techniques, establishing achievable objectives, and implementing robust communication strategies with clients. 

Join Annelien Feldtmann CA(SA) on 30 May 2024, from 10:00 a.m. to 11:00 a.m., for an enlightening session. This event is meticulously crafted to equip participants with essential skills for navigating the complexities of workload management, deadline adherence, and client satisfaction.   


Learning objectives   

Attending this webinar will equip you with the following skills:  

  • Learn how to prioritise tasks effectively based on urgency and importance 

  • Learn how to establish achievable goals and deadlines to boost productivity 

  • Uncover the secrets of minimizing multitasking and maximizing focus 

  • Explore the art of setting and managing client expectations   


Content     

The webinar will cover the following topics:  

  • Prioritization Mastery 

  • Setting Realistic Goals 

  • Effective Time Management 

  • Client Communication Strategies    


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.  


About the presenter  

Annelien Feldtmann CA(SA), MCom, ICR   

Annelien Feldtmann is a Chartered Accountant (SA) with 21 years of experience in the public and private sector. She is a qualified Executive, Business and Career Neuro-Coach with clients in the UK, USA and South Africa.    

Annelien has been involved with distance learning institutions and compiled the curriculum transformation competency framework for the College of Accounting Sciences at the University of South-Africa (UNISA). She was a SAICA reviewer and registered assessor with in-depth knowledge of the SAICA Competency Framework and learnership requirements. Annelien is currently the chairperson of the Assessment Committee, as well as assessor of the South African Institute of Taxation (SAIT).  


Who should attend?  

 The following persons will benefit from attending this webinar:  

  • Practising accountants including: CA(SA), Professional Accountant (SA), AGA(SA), FCCA, BAP(SA), BA(SA) and ACCA.  

  • Registered auditors.  

  • Audit managers.  

  • Trainee accountants.  


Price                

  • R 265.00 - Online admission - Individual.  

  • Group Price 1 - From R109 per person (up to 5 users)  

  • Group Price 2 - From R71 per person (up to 10 users)  

  • Group Price 3 - From R64 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 Monthly Practice Management Series).  

Click here to find out about the Technical Resource Centre & CPD Subscription options.    


Additional material  

By attending this webinar you will be provided with:  

  • A summarised slide presentation.  

  • Reference documents and/or course material where available.  

  • You can ask questions during the webinar and you will also have access to the presenter after the webinar.    


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!  

 

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