Overview 

If you are a CPD subscriber on one of the paid-for SAAA CPD subscription packages then you qualify to attend the Practice Management (PM) webinar series for free.  

The PM series of webinars are hosted once per month and covers a critical aspect of running and managing a firm. The series is sponsored by the Southern African Institute for Business Accountants (SAIBA). 

The next topic in the PM series is: “Insurance products available for accounting and auditing firms”. 

This module will help you do an Insurance Protection Review to identify your insurance needs related to directors, employers, assets, protecting your income and safeguarding against professional liability claims.  

Learning objectives  

After attending this webinar you should understand: 

• What can be insured within your firms activities.  

• Products available.   

Course content  

• How to perform a regular insurance needs analysis. 

• Types of insurance available:  

  • Building liability; 

  •  Malpractice; 

  •  Fiduciary obligations; 

  • Trustee coverage; 

  •  Employee Practices Liability; 

  •  Business interruption coverage; 

  •  Motor and office coverage; 

  • Life/ disability coverage for financial risks to the firm relating to key employees/ directors; and 

  •  Cyber Risk Insurance. 

Presenter:  

Robert Whitecross
Certified Financial Planner  - University Orange Free State
Senior Management Development Program  -  University Stellenbosch Business School
Key Individual Sanlam  (Short Term Insurance)
30 years industry experience  - advisor, management, project development, distribution.

 

Date:  

 14 August 2019 

Cost:  

• Free for existing CPD subscribers. Included in your online profile 24/7.  

• Click here to register for a subscription package. 

CPD hours:  

1 hour for structured CPD accepted by all relevant Professional Bodies including: SAICA, SAIPA, SAIBA, ACCA, CIMA etc.  

Who should attend: 

• Practice managers 

• Owners of small and medium practices 

• Supervisory support staff