Webinar: CAANZ Could ENFORCE You to Refund Clients by ChangeGPS

About This Webinar

CAANZ Could ENFORCE You to Refund Clients

Five Ways to PROTECT Your Firm

In response to major ethical breaches by some of the Big4, Chartered Accountants Australia and New Zealand are asking members to vote for changes to by-laws that would allow CAANZ’s Professional Conduct Committee to demand a refund or credit for fees if they rule you to have breached your ethical standards.

If the vote gets up, your firm could be exposed to financial penalties from disgruntled client claims. We have shared experiences that the client isn’t always right, and accountants must quickly find a way to mitigate that risk. We’re guessing that CPA and IPA may look to introduce similar by-laws.

How would you feel about your professional body deeming that you’ve missed something and forcing you to repay thousands of dollars back to a disgruntled client – and if you don’t, you forfeit your membership!

Warning: Engagement software (including our own) alone won’t protect your firm against potential claims.

Here’s some good news. Join ChangeGPS Founder Timothy Munro, CEO David Boyar FCA and special guest 5Ways Group Chief Compliance Officer Paul Meissner FCA for this important webinar.

This is a MUST-ATTEND session for all Accountants – no matter what professional body you belong to.

Agenda

The end-to-end firm system and procedure to limit client complaints
The five most common events that cause fee disputes
Real-world examples
Easy wins to de-risk your firm now
Ways to bring your staff on board

Presenters

David Boyar

CEO, ChangeGPS

David joined ChangeGPS as GM of Growth and then CEO to drive the development of the industry after founding The Virtual CFO Association and co-hosting 'From the Trenches'—Australia's #2 iTunes business podcast. David's one of the youngest Fellow Chartered Accountants in Australia. He loves using accounting to help Aussie mums and dads so much that he did a TedX talk on it.

Timothy Munro

Founder & Executive Director, ChangeGPS

Tim founded ChangeGPS after founding the award-winning accounting firm Change Accountants & Advisors. Tim is a former Director and Queensland President of the Institute of Public Accountants. He lives and breathes his professional passion for accounting. At ChangeGPS Tim fuels the vision for a better accounting industry using technology and best practice. Outside work, Tim’s a parent, drummer, and cricket-player.

Paul Meissner

5Ways Group Chief Compliance Officer

The True Tech Advocate for Accountants

In the ever-evolving world of accounting and technology, few voices stand as resolute and genuine as Paul Meissner's. While some may misinterpret his straight talk as resistance to technological advancement, the truth couldn’t be farther from that. Paul is, at his core, a staunch advocate for technology – but not just any technology. He champions solutions that genuinely uplift the accounting profession and challenge the status quo.

Paul's mission has never been to dismiss technology; rather, it's to dismiss misleading marketing. He believes accountants deserve transparent, effective, and transformative tools. His advocacy is not against innovation but against the smoke and mirrors that sometimes accompany it.

In this complex nexus of accountancy and tech, Paul Meissner emerges as a beacon – championing a harmonious relationship between the two. His passion? To see technology and accountants not as adversaries but as partners, thriving together.