Code of Conduct: Client Monies

Web Desc
Subject Matter What are your accounting and reporting obligations to clients? Learn about the difference between the preparation of fee quotes and client agreements (contracts). This seminar will critically examine the OMARA's Code of Conduct in relation to client monies and Accounts Management. Content Financial management systems and responsibilities (clients account and operating account) Professional Fees - What to consider and how to avoid fee disputes. Proper management of clients accounts, invoicing, billing, receipts and related costs Educator Gunter Eitzinger CA Principal Consultant at Adex Consulting Schedule Monday, 20 May 2024 3:00pm - 4:30pm AEST (Sydney time) Continuing Professional Development Registered Migration Agents 1 CPD \| Category B RMAs must attend for the full duration in order to obtain CPD points. Legal Practitioners 1.5 CPD \| Practice Management Legal practitioners are eligible to earn points for this CPD. The MIA is an approved QA Provider of CPD for the Legal Profession in Western Australia. Other Information Resources You will need access to a computer or laptop with a reliable internet connection and speakers. For group discussion, you may also require a microphone and/or video. Earphones with a microphone that come standard with many mobile phones may be suitable. Please join this test meeting to check your internet, speakers and microphone prior to registering. Recording Disclosure This online event may be recorded. By registering and logging on to the event, the participant agrees to the following: Personally identifiable information of participants may be heard, seen, read, collected, or used by the MIA as the organiser and the other online seminar participants; Any communication or information transmitted during the online seminar, such as voice, instant messages, or presentations are available to and may be recorded and further used by the MIA as the organiser. For further information, please call 02 9249 9000 or email [email protected]. Our terms and conditions can be accessed here.

Subject Matter

What are your accounting and reporting obligations to clients? Learn about the difference between the preparation of fee quotes and client agreements (contracts). This seminar will critically examine the OMARA's Code of Conduct in relation to client monies and Accounts Management.

Content

Financial management systems and responsibilities (clients account and operating account)
Professional Fees - What to consider and how to avoid fee disputes.
Proper management of clients accounts, invoicing, billing, receipts and related costs

Educator

Gunter Eitzinger CA
Principal Consultant at Adex Consulting

Schedule

Monday, 20 May 2024
3:00pm - 4:30pm AEST (Sydney time)

Continuing Professional Development

Registered Migration Agents

1 CPD | Category B

RMAs must attend for the full duration in order to obtain CPD points.

Legal Practitioners

1.5 CPD | Practice Management

Legal practitioners are eligible to earn points for this CPD. The MIA is an approved QA Provider of CPD for the Legal Profession in Western Australia.

Other Information

Resources

You will need access to a computer or laptop with a reliable internet connection and speakers. For group discussion, you may also require a microphone and/or video. Earphones with a microphone that come standard with many mobile phones may be suitable.

Please join this test meeting to check your internet, speakers and microphone prior to registering.

Recording Disclosure

This online event may be recorded. By registering and logging on to the event, the participant agrees to the following:

Personally identifiable information of participants may be heard, seen, read, collected, or used by the MIA as the organiser and the other online seminar participants;
Any communication or information transmitted during the online seminar, such as voice, instant messages, or presentations are available to and may be recorded and further used by the MIA as the organiser.

For further information, please call 02 9249 9000 or email [email protected].
Our terms and conditions can be accessed here.