The New & Exciting

Young Guns Workshop

Designed for emerging managers, supervisors and accounting team members to develop their knowledge of the business of accounting firms.

Our 2019 Young Guns Workshop features leading thinkers in the profession including:

1500x1500_David(2)-BW

David Smith Smithink

1500x1500_Mark(2)-BW

Mark Holton Smithink

Cameron Lynch

Cameron Lynch Etani

Kath Bowler

Kath Bowler Licensing for Accountants

Mandy-Holloway

Mandy Holloway Courageous Leaders

Steve-Allan

Steven Allan Say A Few Words

ASW - black and white

Anita Wildman Cooper Reeves

10 reasons to attend:

  • Learn how to finally get business advisory services working in your firm in a systematic manner.

  • Discuss the emerging technologies and how they impact on your firm

  • Learn how Power BI visualisations can revolutionise your reports and dashboards

  • Discover the benefits of doing charity work

  • Learn lessons from fellow Young Guns who have succeeded in their firms

  • Develop and enhance your presentation and questioning skills with clients

  • Consider what the firm of the future looks like

  • Work through the advice you really want to provide and what licenses and regulations you need to consider

  • Learn the keys to great client service

  • Meet likeminded young professionals - build a long-lasting network

Objectives and goals:

Unlock your potential to create greater personal and firm success in the future.

  • Develop the skills and knowledge to become a future leader in the profession.

  • Deliver exceptional client service unchallenged in the industry.

  • Develop and enhance your presentation skills to get the right message across to clients.

  • Learn how to leverage the latest technology in your firm.

  • Develop diversified income streams in your practice that will really excite clients

Program

Get ready to spend two jam packed days developing the skills and knowledge that will help take your career to the next level.

Day 1

Monday
29 July

8:30 am - 10:00 am

It’s all about TRUST

As we continue to experience the disruption of our status quo and an environment where societal trust is at an all-time low it is even more critical for you to build trust
as your foundation for internal and external relationships for your firm’s continued success. In this session you explore how to:

● build self-trust
● take this self-trust into relationships
● be vulnerable as this is the key for trust to work.

Mandy Holloway, Courageous Leaders

10:00 am - 10:20 am

Morning Tea

10:20 am - 11:20 am

How to Finally get Business Advisory Services Working in your Firm

Everywhere we look these days there is a new and innovative service or software program that will turn you into a Business Advisor overnight. I wish it was that simple. All Accounting firms deliver advisory services to differing degrees. The problem is that most are piecemeal services initiated by a third party such as a Bank that do not on-sell other ongoing services. This session will focus on how to deliver resilient and lucrative business advisory services using an annuity model that will closely replicate the model you have built for compliance services. See how to finally get this off the ground in a profitable low-cost manner!

Mark Holton, Smithink

11:20 am - 12:20 pm

Technology

Clearly technology will be a major driver of the future of practices and small businesses. In this session we will discuss the emerging technologies and the steps firms should be taking now to capitalise on the opportunities technology change will bring.

David Smith, Smithink

12:20 pm - 12:50 pm

Developing your values

Anita Wildman is an associate at Cooper Reeves in Brisbane. She was instrumental in driving the development of the values for the firm as part of the firm’s strategic planning exercise. In this session Anita discusses why values are important, the process Cooper Reeves followed and the thinking behind the values adopted.

Anita Wildman, Cooper Reeves

12:50 pm - 1:50 pm

Lunch

1:50 pm - 2:50 pm

Scale Power BI in your Accounting Firm

Learn how to provide Power BI interactive visualisations and business intelligence reporting with a dynamic interface that accounting staff can use to create their own reports and dashboards.

Cameron will discuss the lessons he has learnt and demonstrate how to scale Power BI in your accounting firm including harvesting client data and the opportunities it can create.

Cameron Lynch, Etani

2:50 pm - 3:20 pm

The benefits of doing charity work.

Often in the accounting industry, we are asked to sit on Boards of not for profit organisations. One consideration is "should I accept the appointment?" The other is the benefit of helping others, doing “your bit” for the community and growing your network of contacts. This session will focus on my experience and the personal benefits gained from working with charities and other not for profits.

Mark Holton, Smithink

3:20 pm - 3:40 pm

Afternoon Tea

3:40 pm - 4:40 pm

Advising in a complex regulatory environment

Accountants are in the box seat to provide holistic advice on all aspects of their business and their personal financial affairs. However, the regulatory environment creates limitations on those discussions. Where are the boundaries? What are your options? Using a case study as an example, this session will assist you in working out what advice you really do want to provide, and what licenses and regulations you need to comply with in offering that advice.

Kath Bowler, Licensing for Accountants

4:40 pm - 5:20 pm

Firm of the future

Mark and David will get out their crystal ball and kick it around with the group to consider how firms may look into the future and how the next generation leaders should prepare themselves to take charge.

Mark Holton and David Smith, Smithink

5:20 pm - 7:00 pm

Networking session with drinks and canapes, hosted by Mandy Holloway

In this “live” session you actually practice networking after being introduced to:

  • importance of networking to your career and success
  • critical inhibitors to investing in your network
  • easy to use techniques to take the fear out of it.

Day 2

Tuesday
30 July

8:30 am - 9:30 am

The Keys to Great Client Service

Great client service is an ongoing challenge for accounting firms. This session will focus on the hugely successful Disney management model of “on stage and off stage” service delivery and “over managing” through incredible attention to detail that drives ongoing success. Experiences will be shared from a very recent US trip to Disney Institute in Anaheim California to undertake the Exceptional Leaders, Recruitment, Selection and Training and Exceptional Customer Service training programs with lessons and systems that can be directly articulated to an accounting firm.

Mark Holton, Smithink

9:30 am - 9:45 am

Team building exercise

Facilitated by David Smith, Smithink

9:45 am - 10:05 am

Morning Tea

10:05 am - 11:05 am

Feedback conversations - enhance or restrain career performance

Want to improve career performance then learn how to give feedback constructively.
In this session we answer three critical questions:

  • what IS feedback?
  • why doesn’t feedback translate into action and change, like I want?
  • how do I give feedback constructively so it initiates and inspires change?

Mandy Holloway, Courageous Leaders

11:05 am - 12:05 pm

What’s next - buying into a firm or merging with another

David has assisted many firms in introducing new equity owners, dealing with succession matters and acquiring other practices. This session will outline the issues to consider when buying equity or another firm and the common mistakes that are often made.

David Smith, Smithink

12:05 pm - 1:05 pm

Lunch

1:05 pm - 2:05 pm

You’re the Voice

Winston Churchill once said.... “Of all the talents bestowed upon men, none is so precious as the gift of oratory. He who enjoys it wields a power more durable than that of a great king. He is an independent force in the world.” In this one hour session, Steve Allan, The Voice of the NRL Finals and State of Origin for two decades, will share his knowledge and expertise so that you can speak confidently in front of an audience of any size. This is more than just a public speaking workshop; it’s a spotlight on great communicators and what makes them so effective....and it’s interactive - you could be selected at random to Say A Few Words!

Steve Allan, Say a Few Words

2:05 pm - 2:50 pm

Messages from the scars

It’s 47 years since David started in the profession. In this session, he will relate what he’s learnt, what have been the keys to success, if he was starting out what he’d do differently and why making mistakes is a good thing.

David Smith, Smithink

2:50 pm - 3:00 pm

Afternoon Tea

3:15 pm - 4:00 pm

Open Forum

Who Should Attend

Young leaders looking to develop their management skills, understanding of the business of accounting and consider strategic opportunities for the firm and themselves.

Venue

QT Gold Coast

7 Staghorn Ave
Gold Coast QLD 4217

Accomodation

Rates start at $189 at QT Gold Coast. We recommend booking as soon as you can and prior to 20 June 2019; after this date, rooms and rates will be subject to availability.

Groups Reservationist for direct bookings

Brooke Hopwood
Ph: 07 5584 1200
E: [email protected]
Quote: Smithink to obtain the agreed rate.

We recommend you book your accommodation asap to ensure you get the conference rate. After 21 June conference rates will no longer apply.

Pricing

Early Bird Pricing by 12 July 2019

Smithink Members - discounted pricing

$995 First attendee
$750 Additional attendees from the same firm

Non-Member firms

$1250 First attendee
$995 Additional attendees from the same firm

Standard Pricing bookings after 12 July 2019

Smithink Members - discounted pricing

$1250 First attendee
$995 Additional attendees from the same firm

Non-Member firms

$1450 First attendee
$1250 Additional attendees from the same firm

"I have attended all of Smithink’s events and this is by far my favourite. Perfect timing for me as I head into becoming a partner and was fantastic information that will help me on my journey."

Amy Kickett

Needhams CPA's

"I had done manager training in the past and thought this would be the same. I was wrong. All young current and aspiring partners should attend the workshop as the content and presenters were second to none."

Clint Bourke

Roberts & Morrow

After Young Guns, what's next?

You'll emerge from the Young Guns Workshop will loads of ideas in relation to your professional development and the growth of your firm. What happens next? The challenge with any course, no matter how great the content, is failure to implement. Day to day matters get in the way. The Proactive Manager eLearning Course is designed to give you a clear structure and accountability around your ongoing professional development. Over 16 modules, you'll formalise your SMART actions around workflow, clients, team and growth. You'll implement your actions to get real results.

Register for the Proactive Manager eLearning Course and receive a 25% discount.

Register Now!

Get ready to spend two jam packed days developing the skills and knowledge that will help take your career to the next level.