| 8:30am | Conference Opening and Welcome Mark Holton - Smithink |
| 8:45am | The Value of a Business Advisor Willows Health & Lifestyle Centre has grown from a fledgling business in 2003 in regional Queensland to national award-winning business that has expanded beyond the four walls of its bricks and mortar base. Hear how Troy partnered with his accountant and advisors to transform his business into a leading fitness facility, including creating operations that work with some of Australia’s largest organisations.Hear an SME’s advisory expectations. Troy Morgan - Willows Health & Lifestyle Centre |
| 9:45am | The Ideal First Client Consultation So you have a client interested but where do you start? By working with a wide variety of firms Mark Holton has developed a procedural based system to wow your client in your first meeting. See the system in action. Mark Holton - Smithink |
| 10:45am | Morning tea |
| 11:15am | Sponsor Demonstration Session One (MYP) A short and sharp presentation of business advisory software applications and services. |
| 11:25am | How does my firm Unlock Capacity to succeed? You can never build a business advisory practice if you don’t create enough capacity in your firm. David Smith will highlight how firms have successfully created and managed capacity to create space for firm leaders to engage more deeply with clients. We’ll show how the engine of the firm can continue successfully despite reduced involvement at the top. David Smith - Smithink |
| 12:10pm | Engaging with Banks for Successful Outcomes Engaging with Banks for successful client outcomes has always been a challenge for accounting firms. Hear from the “other side” how we can improve our communication and submissions to assist client loan applications. Toni Barwick, Westpac |
| 12:55pm | Lunch |
| 1:55pm | Sponsor Demonstration Session Two (feeLink/smartAR) A second short and sharp presentation of business advisory software applications and services. |
| 2:05pm | How to get the Banks to say YES More and more there is becoming a right and a wrong way to deal with Banks. In the current environment even the best businesses are having applications for new funding denied and calls from Banks for existing facilities to be refinanced or reduced. Nathan Keating, a leading speaker on Bank assessment processes, will share some ideas on how to get the Banks to say yes. Nathan Keating - Pearl Finance |
| 2:50pm | How to create ongoing client engagements Getting started with your advisory services and maintaining service momentum is one of the great challenges in our profession. This session will concentrate on how to offer ongoing advisory services through dynamic board of advice meetings systematically with clients. Mark Holton - Smithink |
| 3:35pm | Afternoon tea |
| 3:55pm | Sponsor Demonstration Session Three (Sage) A third short and sharp presentation of business advisory software applications and services. |
| 4:05pm | INNOVATION – Advising the entrepreneurial client IMENCA’s ground breaking, world class research underpins improvements in business opportunity development and attracting investment capital. Hear how advising on 15 factors can radically improve the odds of innovation success. Unlock the innovation potential and entrepreneurial skill latent in so many client businesses who just need the right guidance. Peter Boyce - Imenca |
| 5:05pm | Day 1 Close |
| 7:00pm | Drinks and dinner: Guest Speaker: Malcolm Coutts, CEO of RMHC (Ronald McDonald House Charities) Australia |
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