Unlock your potential to create greater wealth for you and your clients.

Transcription

1 30-31 MAY 2016 The Accounting Industry s Premier Business Advisory Conference. Hear from business leaders about their expectations from advisors; hear from financiers about how to successfully position clients looking for finance; hear how to help struggling clients from corporate recovery experts; understand research that highlights the keys to turning ideas into successful businesses and work on your practice to successfully develop your business advisory business. EARN 12CPE POINTS Attending firms receive a one hour free teleconference with Mark Holton to work through commencing your business advisory implementation plan. Unlock your potential to create greater wealth for you and your clients. Event Sponsors: CFS Cash Flow Story perform R

2 We ll show you how to: Engage with clients to successfully develop business advisory work Positively position your clients seeking funding Recognise the warning signs that a client may be struggling and ensure that appropriate action is taken Ensure you have capacity at the right level in your firm to develop your business advisory business Help your clients take their ideas to a successful business by understanding the drivers of successful business innovation Conduct effective client seminars that will generate new business Even more value. A mix of experienced business people combined with the experienced Smithink team deliver the knowledge that every business adviser needs. Real business people with practical, pragmatic ideas that you can immediately implement in your practice. Act now, and unlock your potential to create greater wealth for you and your clients. INVEST IN YOUR TEAM DISCOUNTS FOR EXTRA DELEGATES Engage your team and facilitate Business Advisory success by bringing key team members including Practice Managers. CPE POINTS Our content is valued and can be counted towards your annual CPE requirements. (Simply submit your invoice and booking confirmation following registration.)

3 c o n f e r e n c e program. Day ONE :: monday 30 may :30am Conference Opening and Welcome MARK HOLTON. Smithink 8:45am The Value of a Business Advisor SPEAKER ~ TRoY MORGAN. Willows Health and Lifestyle Centre 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. 9:45am The Ideal First Client Consultation SPEAKER ~ MARK HOLTON. Smithink 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. 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? SPEAKER ~ David Smith. Smithink 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. 12:10am Engaging with Banks for Successful Outcomes SPEAKER ~ ANDREW Tait, Westpac 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. 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 SPEAKER ~ NATHAN KEATING. Pearl Finance 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. 2:50pm How to create ongoing client engagements SPEAKER ~ MARK HOLTON. Smithink 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. 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 - An Idea to a Successful Business SPEAKER ~ Peter Boyce. Imenca Imenca s research has uncovered what makes a successful entrepreneur. Director, Peter Boyce, will provide insights on how you can help your clients take an interesting and innovative idea to develop a successful business. 5:05pm Day One close. 7:00pm Drinks and dinner. Guest Speaker: Malcolm Coutts, CEO of RMHC (Ronald McDonald House Charities) Australia Leave with confidence, capabilities and control. webcast :: All sessions will also be available via Smithink.tv. Sessions will be recorded and available to view after the conference is complete. Those that buy the webcast will have access to the webcast recording for 12 months after the event. Visit Smithink.tv for a free demonstration of our webcast material or to register for this workshop or to purchase sessions from our earlier events.

4 Day T WO :: tuesday 31 may :00am The Ideal Client Seminar SPEAKER ~ MARK HOLTON. Smithink Come to this session as a client. Mark Holton will conduct a one hour seminar as though you are a client of a firm. See and hear the key messaging that will connect with clients and stimulate them to want to know more and engage with your firm. 10:00am Selling Business Advisory Services SPEAKER ~ DAVID SMITH. Smithink Selling business advisory services (or any valued added services for that matter) is all about having the right client engagement model. David Smith will lead you through the proven Smithink engagement model and will cover: How to train your team to conduct effective client meetings to unlock their needs How the three step engagement process is the key to success. Unlocking the service almost every business client needs (and wants) How to price and close 11:00am Morning Tea 11:30am Sponsor Demonstration Session Four (The Outsourced Accountant) A fourth session on the dynamic business advisory software applications and services available in the market today 11:40am Marketing your Business Advisory Services for Success SPEAKER ~ John Tsoulos. Global Business Camps Hear about simple yet effective strategies to market your business advisory services to your captive client audience and key prospects. Improve your communication with clients, spheres of influence and small to medium business owners. 12:40pm Lunch 1:40pm Sponsor Demonstration Session Five (Reep) A fifth session on the dynamic business advisory software applications and services available in the market today 1:50pm Recognising the Warning Signs - What are the Options? SPEAKER ~ HENRY McKENNA. Bentleys Insolvency What do you do when a client s business is struggling? What are the warning signs? Hear from Corporate Recovery expert Henry McKenna who will highlight the opportunities to assist clients before it is too late. 2:35pm Sponsor Demonstration Session Six (Cash Flow Story) A sixth session on the dynamic business advisory software applications and services available in the market today 2:45pm Afternoon Tea 3:15pm Open Forum Facilitated by ~ David Smith & Mark Holton. Smithink Let s discuss how firms are achieving success, how they are over coming barriers, the services that are resonating with clients and pricing strategies that work. 4:15-4:45pm Action Planning and Conference Close. MARK HOLTON. Smithink Great conference if you are thinking of breaking into the business advisory space. Get to learn from those who have succeeded. Mark Said. MKS Harris. The Business Advisory Conference is a must attend for anyone wishing to expand their client service offering. Richard McArtney. Bentleys Newcastle. Outstanding conference, thought provoking and insightful, the outcome is I have NOW changed my thoughts on services I am going to offer to my clients in the future. James Jarrett, Mackenzie Strategic

5 c o n f e r e n c e speakers. DAVID SMITH. Smithink. David Smith is a founding director of Smithink. He is a former managing partner at PKF Chartered Accountants (now BDO), in Sydney and was National President of The Institute of Chartered Accountants in Australia in For the last 15 years he has been the practice adviser to many firms and also to many businesses that provide products and services to the accounting profession. He was a non executive director of Countplus Limited, the ASX listed aggregator of accounting firms and related businesses. He is a regular speaker on topics relating to the future of the accounting profession, business strategy, process improvement and innovation. MARK HOLTON. Smithink. Mark Holton is a Business Advisory specialist with more than 30 years experience as an Accountant and Tax Agent, and is a highly respected consultant in taxation and business management in Australia and overseas with specialized knowledge in value-added services implementation and dministration. He is passionate about mentoring firms who are committed to taking a long-term and sustainable approach to developing their business advisory services. TROY MORGAN Willows Health and Lifestyle Centre NATHAN KEATING Pearl Finance Peter Boyce Imenca For full speaker details visit our website. Henry McKenna Bentleys Corporate Recovery Malcolm Coutts. OAM CEO of RMHC (Ronald McDonald House Charities) Australia Hear from the experts and people who have done it; see the new tools to enable new service delivery.

6 #BIZADVCON2016 r e g i s t r at i o n & b o o k i n g. Not a member? Sign up to receive the member discount and other benefits. Prices include GST No. Attendees Subtotal Smithink Members (25% Discount) $ First Attendee Additional attendees from $ the same firm Non-Members $ First Attendee $ R NAME & 1. Additional attendees from the same firm I d like to book place(s) at the Smithink Business Advisory Conference WEBCAST Pricing Smithink Members (10% Discount) $ All Sessions $ Individual blocks Non-Members $ All Sessions $ Individual blocks Webcast registrations are online only. To register go to: OTHER INFORMATION Do you give your permission to have your contact details shared with our workshop sponsors? Yes / No PAYMENT DETAILS A cheque for $ is included, made payable to Smithink Pty Ltd Please charge my credit card $ mastercard Visa American Express COMPANY DETAILS Business Name: Address: Expiry Date: / CVC: Name on Card: Signature: Electronic Funds Transfer (EFT) for the amount of $ All EFT payments to be made to Smithink: Bank: NAB BSB: Account Number: Please use your name as a reference; and include a copy of your remittance advice with your registration form or details to andrea.ives@smithink.com Postcode: Phone: Register online at OR post to Smithink * Please read our refund policy on our website before booking. Venue & Accommodation. Hamilton Island, Great Barrier Reef, Australia Accommodation rates are for the Reef View Hotel and start from $270 per night. To book please download the hotel booking form from our website, under Venue and Accommodation * Airport to accommodation return coach transfers and porterage are included Smithink Pty Ltd ABN PO Box 729, Milsons Point NSW 1565, Australia Phone FREECALL