Accountants' Discussion Forum: Sustainability and Governance – Future-Proofing Your Business
CPD Hours: 2
Price: R380.00
Accountants' Discussion Forum: Sustainability and Governance – Future-Proofing Your Business
Presenters : Carmen Westermeyer CA(SA) , Caryn Maitland CA(SA)
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) 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:
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Understand how strong governance frameworks and succession planning contribute to the sustainability of a business.
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Learn how accountants can use their position as trusted advisors to embed sustainable and ethical practices in client engagements.
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Identify key tax and legal considerations when planning for succession, ownership transitions, and environmental or social investments.
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Gain insights into how technology can support good governance, ethical compliance, risk management, and sustainability tracking.
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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:
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Governance and Ethical Leadership in Practice
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King IV™ application for SMEs and professional firms
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Governance structures: Boards, advisors, accountability frameworks
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Role of the accountant in promoting ethical decision-making
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IFAC Code of Ethics: Objectivity, integrity, and due care in governance
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Succession Planning and Business Continuity
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Exit and continuity strategies for accounting firms and client businesses
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Ownership structures: Companies, partnerships, and trusts
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Tax planning for succession: CGT, Donations Tax, Estate Duty
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Generational wealth transfers and practical business restructuring
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Practical Sustainability in Professional Services
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What does sustainability mean for a service-based firm?
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Responsible resource use, remote/hybrid work models, reducing environmental footprint
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Social responsibility: Inclusive employment practices, community engagement
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Sustainability as a driver of reputation, client retention, and staff morale
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Taxation and Sustainability Incentives
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Overview of green tax incentives: Section 12L, energy efficiency allowances
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Carbon tax: Basic awareness and client impact
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VAT and Income Tax considerations on sustainable capital expenditure
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Structuring ESG-aligned investment and compliance strategies
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Technology and Governance Enablement
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Digital governance tools: Practice management systems, document controls, approval hierarchies
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Using technology for succession readiness: Client databases, knowledge transfer, IP capture
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Data governance and POPIA compliance in the digital age
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ESG reporting software and dashboards – practical use cases
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Building a Resilient Practice: Practical Application
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Self-assessment: Governance, succession, and sustainability readiness
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Templates and checklists: Governance policies, succession plans, ESG action items
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Embedding future-oriented thinking into client conversations and service offerings
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Billing and pricing models that reflect advisory and sustainability services
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