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ON-DEMAND WEBINAR

The when and how of Client Engagements

Watch this practical webinar to hear firsthand from the Tax Practitioner’s Board and Rebecca Mihalic—2021 Accounting Thought Leader of the Year—the tips and guidance on how to create and send effective client engagement letters to your clients, to stay compliant, mitigate risk and eliminate debtors in your practice.

Request your on-demand link

About the session

Request your on-demand link to learn from our subject-matter expert panelists on:
  • What are engagement letters, why they are so important, your obligations & who governs engagement letters in Australia
  • How can engagement letters help you eliminate scope creep
  • When practitioners should send a client engagement letter
  • What to include, when and how to issue engagement letters efficiently
  • A practical example of an engagement letter
  • How technology can help
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Host

Ethan Cooney, Senior Partnerships Manager

Winner of last year's Accountants Daily 30 under 30 'Tech Innovator' award, Ethan manages strategic partnerships for Ignition throughout Asia-Pacific. He brings 8+ years of experience helping firms create efficiencies through technology implementation, increase profitability and deliver better client experiences. Ethan is passionate about sharing first-hand learnings from working with hundreds of accounting practices and regularly contributes to industry thought-leadership.

Panelists

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Rebecca Mihalic, Head of Accounting at Ignition

Rebecca Mihalic is an Australian Registered Tax Agent and a Chartered Accountants Australian & New Zealand member. Rebecca was a founding partner of Aptus Accounting & Advisory, a cloud-based accounting firm and the winner of ‘Innovator of the year’ at the 2018 Australian Accounting Awards for their use of technology to support clients & the firm’s growth. In 2019 Aptus joined businessDEPOT to expand the firm's service offerings to their clients and Rebecca now leads their Sydney based operations.

Rebecca has earned a reputation for her leadership in the accounting industry, winning ‘2021 Thought leader of the year’ in the 2021 Australian Accounting Awards.

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Peter de Cure AM

Peter is a professional non-executive director. His experience in tax matters has developed over a 25-year career as a tax partner with KPMG, and as a registered tax agent for 16 years. Peter is a Fellow of the Australian Institute of Company Directors and a Fellow of Chartered Accountants Australia and New Zealand. He is a Member of the South Australian Government Remuneration Tribunal, Chairman of the Royal Flying Doctor Service SA & NT, Chairman of Wirra Wirra Vineyards and Chairman of the Gifford Hill Joint Venture and Gifford Hill Pty Ltd, Chairman of Accord Property Holdings Pty Ltd and the Accord Property Development Fund, a Director of the South Australian Fire & Emergency Commission, Variety the Children’s Charity SA, and advisory board Chairman of Tim Adams Wines.

Peter was appointed to the Board in July 2017 and reappointed in October 2020.

The when and how of Client Engagements

With the TPB & Ignition

Conditions for CPD points

  • CAANZ members may claim webinar attendance as CPD hours if personally satisfied it is professionally relevant and meets the CPD requirements set out in the CR 7 Continuing Professional Development requirements for CAANZ.
  • CPA Australia members may manually record webinar attendance in their CPD Diary if the activity increased knowledge or skills in relation to the member's job role or career aspiration.
  • IPA Members can enter their attendance to the webinar as structured CPD activity.
  • The Tax Institute members can record the webinar attendance as structured CPD if it is relevant to their role.