Building Client Trust Series

Learn how to build business trust, client trust and trust in the workplace, recognising the importance of effective communication and professional skills through experiential case study-based scenarios.

How can you earn and build business trust with clients in a climate of increasing scepticism?

Learn how to establish trust and integrity in the business, recognising the importance of developing and maintaining relationships founded on the “why” behind trust.

This four-hour module is made up of three elements that are specifically designed to equip accounting practitioners with critical business and strategic skills to build business and client trust.

Hear from CA experts in topical podcast interviews, and engage in a learning experience that explores the importance of trust through interactive scenarios to build your toolkit of essential resources.

Learning outcomes:

  • Identify the trust issues impacting CAs today and how to mitigate them.
  • Discover how trust levels are continually influenced by the decisions and actions you take; and build client trust from the very beginning.
  • Explore how you can maintain trust in the grey areas of a relationship and see what happens after the trust has been established.
  • Rebuild client trust when there’s been a breach and determine the next steps to restore trust.
  • Employ the real techniques of CAs to build, maintain and restore trust and communication in the future of work.
  • Topics included:

  • 1. Build trust
  • 2. Maintain trust
  • 3. Restore trust
  • Benefits

    Participants will have the opportunity to compare their views on trust to those of other CAANZ members, and explore the impacts of trust and communication through experiential case study based scenarios.

    Practical insights and examples from CAANZ members will inform how participants develop and apply effective communication, professional skills and courage in building and maintaining trust. Participants will receive a certificate upon course completion.

    David Penglase is a behavioural scientist, author, award winning conference speaker and corporate educator. Academically he holds degrees in business and human resource development, an MBA, a Master degree in Professional Ethics, and a Master of Science Degree in Applied Positive Psychology. David helps leaders and their teams develop trust-based success cultures where people flourish and business thrives.


    Topic: Ethics & Integrity, Future Focused, People & Leadership

    Sub-Topic: Negotiation, Personal Effectiveness

    Format: Recorded Webinar

    Proficiency Level: Intermediate, Advanced

    CPD: Upto 5 hours