This is a remote seminar held via the Zoom platform, a recording will be made available for up to 12 months, please follow the prompts in your login details email.
Client lists, databases and other confidential information are incredibly valuable, and accounting firms can find themselves in a challenging situation when their staff depart while attempting to take client and contact details and other confidential information with them.
After investing significant time, effort, and resources in cultivating relationships to build a sustainable client base, it’s imperative that firms take all reasonable measures available to safeguard the confidentiality of client lists and databases, ensuring they remain out of a competitor’s reach.
To protect a firm’s most critical asset, essential for its continued success, accountants should follow specific steps and procedures to maintain client relationships, uphold confidentiality and prevent misappropriation.
During this seminar, Joe and Helene will cover:
- Ownership of client lists, databases and other confidential information.
- Legal steps and procedures that should be implemented, including:
- Validly enforceable employment restraints;
- Robust confidentiality clauses; and
- Other commercial arrangements.
- Legal options available to firms when an advisor departs.
Don’t miss this invaluable opportunity to learn about the reasonable measures you can take to secure your confidential information and safeguard your firm’s interests.
Meet Your Speakers
Joseph De Ruvo - Managing Director, DW Fox Tucker Lawyers
Joe heads our Dispute Resolution & Insolvency team. He has built a powerful reputation over the last 30 years for managing large and complex matters, many of which have been successfully resolved through alternative dispute resolution. He can help you with banking and finance disputes, trust disputes, estate disputes, and contractual disputes.
Helene Chryssidis - Director, DW Fox Tucker Lawyers
If you’re dealing with a dispute or looking down the barrel of insolvency, you need the reassurance of partnering with a well-respected, successful lawyer. Helene brings her love for all things business and years of courtroom and dispute resolution experience to secure the best and most practical outcomes for her clients.
