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20230314 - The New Code of Professional Conduct - Service Agreements: Managing Client Relationships through the Contract - expired for CICC 14 March 2024

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Presenter/s: Lynn Gaudet B.A., LLB., RCIC

Date: 14 March 2023 

Time: 11 am to 2:15 pm Pacific

Location: webinar

Type: webinar and recording

Price: $75.00

CPD approval:

  • CICC 3 hours - 3 CPD hours approved, video recording valid until 14 March 2024. Includes 3 hours of professionalism/Code of Professional Conduct. Bonus - template draft Service Agreement.
  • LSBC 3 hours - 3 CPD hours approved, video recording valid until 31 December 2023 - attendance to this course will provide you with 45 minutes of ethics and professional responsibility component for your BC Law Society reporting.
  • For Alberta lawyers, consider including this course as a CPD learning activity in your mandatory annual Continuing Professional Development Plan as required by the Law Society of Alberta. 

This series focuses on the new RCIC Code of Professional Conduct and will appeal to both experienced RCICs as well as those starting out. A very practical “how-to” approach is taken to help RCICs fulfil all their professional duties to their clients and to the College. Some seminars span several Code sections to cover a wide-ranging topic like client service; others take a deep dive into one key section such as service agreements. All have a practical focus on common ethical pitfalls with examples, solutions and opportunities for participants to engage in resolving these issues for better practice management and preventing client complaints.


Providing excellent client service is all about using effective protocols consistently. Proper service agreements are the key to managing client expectations and conducting your practice in a defensive way to protect your own interests and reduce stress in client relationships. This seminar takes a deep dive into the process of service agreements under section 24 of the Code of Professional Conduct from start to finish, with examples of clauses needed and strategies for proper use and implementation.

  • The role of the contract in efficiently managing an immigration practice

  • Appropriate use of templates
  • When a service agreement is needed
  • Pre-conditions to the contract: information, verification, copy requirements
  • Essential contents – old requirements, with samples
  • Essential contents --new requirements, with samples
  • Important considerations in how to draft clauses
  • Reviewing, signing, commencing the service agreement
  • Amending the service agreement
  • Enforcing the service agreement – options for client non-compliance
  • Professionalism
  • Q & A

College of Citizenship and Immigration - Essential Competency mapping  


Case Management

2.2 Engages in a process to ensure the client is fully informed and able to make a decision whether to proceed with the RCICs professional services and enter into a retainer agreement.

Business Management and Leadership

4.1 Demonstrates leadership skills in the immigration and citizenship consulting practice.

4.7 Reviews business practices and performance to ensure efficient and quality service.

4.7.1 Establishes processes and tools to evaluate the effectiveness of business practices and client service


6.1 Demonstrates and maintains competence in practice

6.1.2 Stays current and complies with legislation, regulation, professional standards, policies and guidelines.

6.2 Demonstrates accountability and integrity in professional behaviors and in practice.

6.2.6 Demonstrates transparent communication with clients and other professionals.


Lynn Gaudet B.A., LLB. RCIC

Lynn is a Regulated Canadian Immigration Consultant (RCIC) who operated her own business as a sole practitioner in Calgary, AB for 17 years from 2004-2021, is now semi-retired in Nanaimo, BC. Her practice areas spanned a broad spectrum of immigration and refugee applications with a focus on Permanent Resident applications and criminal inadmissibility issues. She also has decades of experience in adult education - teaching, writing and developing instructional materials such as the Immigration Practitioner’s Handbook published annually by Thomson Carswell Ltd. from 2006-2012.

Lynn is currently an Adjunct Professor in the Faculty of Law at Queens University teaching in the Graduate Program in Immigration and Citizenship Law [GDipICL]. She has taught the Ethics and Professional Responsibility Course for the Program since its inception and has also served as the Coordinating Instructor with responsibility for the curriculum.

She has a B.A. in Communications from Simon Fraser University and an LL.B. from the University of Victoria. She is a licensee in good standing of the College of Immigration and Citizenship Consultants (CICC) and a member of the Canadian Bar Association, National Immigration Section. 


While speakers and topics are confirmed at the time of publication, sometimes things happen which are beyond the control of ImmSeminars. If that happens substitutions or cancellations to speaker/s and/or topic/s may be necessary. In those cases, ImmSeminars will advise all registrants by email as soon as possible. We will also