Our 2019 Young Guns Workshop features leading thinkers in the profession including:
David Smith Smithink
David Smith
Smithink
David Smith is Australia’s most experienced specialist independent IT consultant, having over 25 years involvement with accounting businesses. David was Managing Partner of PKF Sydney; President of the Institute of Chartered Accountants in 2003; created PKF CRS and Superfund software; and coaches practitioners in practice strategy, management & process improvement.
Mark Holton Smithink
Mark Holton
Smithink
Mark Holton has more than 30 years experience as an Accountant and Tax Agent in practice. Mark is also the Managing Director of Dynamic Taxation and Training Services, as well as the founding CEO of 2020 Asia Pacific. Mark has developed specialised skills in the area of adult education and training with extensive experience in both private and public sector industries in Australia, New Zealand, United Kingdom and North America. He is also a respected consultant in taxation and business management.
Cameron Lynch Etani
Cameron Lynch
Etani
Cameron is a Chartered Accountant and the founder of the Etani Business Platform. He believes he can help businesses survive and prosper in today’s disruptive environment.
Cameron is experienced with Business Intelligence (BI), Analytics, Big Data and implementing cloud-based solutions to streamline reporting systems.
Live data has a significant role to play in assisting businesses to make wiser decisions, both now and in the future. Cameron’s passion is driven by the concept of creating vehicles to help businesses and people prosper.
Kath Bowler Licensing for Accountants
Kath Bowler
Licensing for Accountants
Kath is recognised as one of Australia’s leading authorities on licensing for accountants. During her 20-year career in the accounting and financial services industry, she has remained passionately committed to assisting accountants to expand into licensed advisory work.
With a diverse financial services background, Kath has sat on all sides of the fence as a regulator, financial adviser, accountant, policy adviser, head of a licensee and consultant. With this deep insight, she has the passion and vision to bring these industries together and is dedicated to developing solutions that allow accountants to be active in the licensed advice arena.
Mandy Holloway Courageous Leaders
Mandy Holloway
Courageous Leaders
As a leadership trailblazer who put courage into action to achieve significant "firsts" in her career, Mandy now inspires people to be courageous in the way they lead themselves, others and their firms.
She blazed a leadership trail to become the first female partner in Australia at PKF (now BDO). Followed by partnership at KPMG and being the first partner to take paid maternity leave. She now inspires leaders in client organisations to lead courageously and transform cultures, like she did.
Mandy is an inspiring speaker who captivates audiences with her enthusiastic and vulnerable style of delivering intriguing, practical and realistic content. Her ability to intimately understand ongoing pressures faced by leaders is grounded in personal experiences.
Steven Allan Say A Few Words
Steven Allan
Say A Few Words
What does the NRL Grand Final, State of Origin, Canterbury Bulldogs, Greater Western Sydney Giants, and the New South Wales Swifts have in common? The unmistakable voice of Steve Allan on the microphone.
As a six-time Best Sports Presenter Provincial at the Australian Commercial Radio Awards, Steve adds exemplary sports knowledge to any event or broadcast.
Anita Wildman Cooper Reeves
Anita Wildman
Cooper Reeves
With over 18 years experience in public practice, Anita has developed skills not just for streamlining systems and processes but also for developing values that inspire greater levels of productivity, efficiency and personal fulfilment – she has done this for both her clients and at Cooper Reeves. Her projects are always varied, from large scale software implementations to business advisory and day to day compliance – each requiring a different approach to creating commitment, fostering teamwork and achieving results.
10 reasons to attend:
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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
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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
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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.
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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
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:
Mandy Holloway, Courageous Leaders
Morning Tea
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
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
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
Lunch
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
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
Afternoon Tea
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
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
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
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
Team building exercise
Facilitated by David Smith, Smithink
Morning Tea
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
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
Lunch
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
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
Afternoon Tea
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.
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
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.
SAVE THE DATE
Super Early Bird Discount
available until 30 June 2023.
Super Early Bird Discount
available until 30 June 2023.
Who should attend?
This program is tailored for aspiring young leaders who wish to strengthen their management expertise, gain insight into the accounting industry, and explore strategic prospects for both their firm and personal growth.
The Access Group Young Gun of the Year Award will run again for the second year!
Pricing
Super Early Bird Pricing until 30 June 2023
(discounted pricing)
$795 First attendee
$650 Additional attendees from the same firm
Non-Member firms
$1050 First attendee
$895 Additional attendees from the same firm
Early Bird Pricing until 29 September 2023
(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 from 30 September 2023
(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
young gun workshop Super Early Bird Discount
Available until 30 June 2023.
SAVE THE DATE
Who should attend?
This program is tailored for aspiring young leaders who wish to strengthen their management expertise, gain insight into the accounting industry, and explore strategic prospects for both their firm and personal growth.
The Access Group Young Gun of the Year Award will run again for the second year!
Pricing
Super Early Bird Pricing until 19 November 2021
(discounted pricing)
$795 First attendee
$650 Additional attendees from the same firm
Non-Member firms
$1050 First attendee
$895 Additional attendees from the same firm
Early Bird Pricing until 10 September 2022
(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 from 11 September 2022
(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
Build Your Business Advisory Practice.
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Day One Objectives
Unlock your firm's potential to create greater financial success and wealth for your clients.
-
Develop the best structured systems and processes to manage and resource your advisory services using the Smithink 7 step to success process.
-
Learn how to be a great advisor is a pragmatic and systemised fashion.
-
Hear from experienced Accountants how they have implemented advisory services in their firms and the processes they adopt.
-
Develop and enhance your presentation skills to get the right message across to clients.
Day Two Objectives
Unlock your firm's potential to create greater financial success and wealth for your clients.
-
Develop the best structured systems and processes to manage and resource your advisory services using the Smithink 7 step to success process.
-
Learn how to be a great advisor is a pragmatic and systemised fashion.
-
Hear from experienced Accountants how they have implemented advisory services in their firms and the processes they adopt.
-
Develop and enhance your presentation skills to get the right message across to clients.
Day 1
February 21
8:45 AM
Conference Opening and Welcome Mark Holton – Smithink
9:00 AM - 10:00 AM
Developing a Structured Process for Success Mark Holton – Smithink
At Smithink we have long spoken about our Enabler 7 step to success process to get a firm’s advisory services moving. While the 7 steps are equally important getting the fist step “Preparing Your Firm for Success” right is a critical success factor to moving onto the next 6 steps and implementing advisory services with your clients. This session will focus on what needs to be done from a structural perspective to prepare your firm to offer these lucrative services and how to develop and implement engagement and delivery models that can be resourced and scaled in your practice.
10:00 AM - 11:00 AM
Lessons from the Trenches – How we Deliver Advisory Services in our Firm John Tsoulos – Indigo Financial Services/Global Business Camps
This entertaining session will take delegates on a journey through Indigo Financial Service’s 4 simple processes that they use to engage clients into business advisory work. John will explain how his firm communicates with prospects and clients and the language used with clients. John will also cover how these 4 simple ways always lead to other work from structuring to planning to ongoing mentoring and monitoring. John believes clients need our help in all of these areas and we should look at ways we can get the message across that we care and that we can help.
11:00 AM - 11:15 AM
Morning Tea
11:15 AM - 12:15 PM
Revenue is Vanity, Profit is Sanity, Cashflow is King Alan Miltz – Pearl Finance/Cashflow Story
This interactive presentation will provide you with the methodology to unlock your client’s blind spots and "Improve cash flow and grow the value of their businesses." Alan has presented to over 5000 business leaders globally. In his dynamic presentations Alan employs interactive tools and live case studies to highlight the significance of these performance measures and comprehensively describes how to implement them. Even seasoned financial professionals who thought they had seen and heard it all have been "wowed" by this style of penetrating analysis.
12:15 PM - 12:45 PM
Moving a traditional firm into business advisory Derek Repp, Roberts & Morrow with David Smith, Smithink
Derek Repp joined Roberts & Morrow to help the firm create their business advisory service offering and to build the business advisory business. In this session Derek will provide real world insights into how he has gone about building the service line, the challenges he has faced and how he has worked within the firm to gain the confidence of the partners to actively promote business advisory to their clients.
12:45 PM - 1:45 PM
Lunch
1:45 PM - 2:45 PM
How to be a Great Advisor David Smith - Smithink
In over 45 years working in the accounting industry and advising professional services firms and small businesses David has made lots of mistakes and has many scars. This session will be a frank review of what David has found that people want from their advisers, how to engage and how to deliver value over the long term. The pragmatics and practical session will give you insights that you can instantly apply to your client relationships as you develop your advisory services.
2:45 PM - 3:00 PM
Afternoon Tea
3:00 PM - 4:00 PM
You’re the Voice Steve Allan – Say a Few Words
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 could selected at random to Say A Few Words!
4:00 PM - 5:00 PM
The Future of Advisory Services…. Open Panel Mark Holton and David Smith - Smithink
With the abundance of cloud-based solutions that assist with the collaboration of data developing your advisory services should not be as difficult and it was in the past. The question now is what will happen in the future. How will big data, machine learning and blockchain affect the profession? Mark Holton and David Smith will look into the future and discuss how we may interact with clients in this interactive open panel session? Delegates will have the opportunity to lodge issues and ask questions on this exciting topic and well as any topic covered on the day.
Hear from the Experts
Mark Holton Director, Smithink
Mark Holton has more than 30 years experience as an Accountant and Tax Agent in practice. Mark is also the Managing Director of Dynamic Taxation and Training Services, as well as the founding CEO of 2020 Asia Pacific. Mark has developed specialised skills in the area of adult education and training with extensive experience in both private and public sector industries in Australia, New Zealand, United Kingdom and North America. He is also a respected consultant in taxation and business management.
David Smith Director, Smithink
David Smith is Australia’s most experienced specialist independent IT consultant, having over 25 years involvement with accounting businesses. David was Managing Partner of PKF Sydney; President of the Institute of Chartered Accountants in 2003; created PKF CRS and Superfund software; and coaches practitioners in practice strategy, management & process improvement.
In partnership with:
Build Your Business Advisory Practice.
Leaders know that to amplify the outcomes they want in their organisation they must be able to leverage their key assets and resources. The 2019 Smithink Business Advisory Conference will show how the power of LEVERAGE can reshape an organisation (whether big or small) and its performance.
Day One Objectives
Unlock your firm's potential to create greater financial success + wealth for your clients.
-
Develop the best structured systems + processes to manage + resource your advisory services using the Smithink 7 step to success process
-
Learn how to be a great adviser is a pragmatic + systemised fashion
-
Hear from experienced accountants how they have implemented advisory services in their firms + the processes they adopt
-
Develop + enhance your presentation skills to get the right message across to clients
Day Two Objectives
Providing insights into how leverage drives opportunity, growth + efficiency, while reducing costs + ensuring that every organisation is focused on where it has absolute advantages (what it does best).
-
Get a clear understanding of the best structure + culture for high performing organisations
-
Understand how to use quantitative + qualitative metrics to drive performance
-
See examples of effective business models that support high performance
-
Engage with peers in reviewing case studies + benchmark information to identify the best strategies for your business
Schedule
Thursday, February 21
8:45 AM
Conference Opening and Welcome Mark Holton – Smithink
9:00 AM - 10:00 AM
Developing a Structured Process for Success Mark Holton – Smithink
At Smithink we have long spoken about our Enabler 7 steps to success process to get a firm’s advisory services moving. While the 7 steps are equally important getting the first step “Preparing Your Firm for Success” right is a critical success factor to moving onto the next 6 steps and implementing advisory services with your clients. This session will focus on what needs to be done from a structural perspective to prepare your firm to offer these lucrative services, and how to develop and implement engagement and delivery models that can be resourced and scaled in your practice.
10:00 AM - 11:00 AM
Lessons from the Trenches – How we Deliver Advisory Services in our Firm John Tsoulos – Indigo Financial Services/Global Business Camps
This entertaining session will take delegates on a journey through Indigo Financial Service’s 4 simple processes that they use to engage clients into business advisory work. John will explain how his firm communicates with prospects and clients and the language used with clients. John will also cover how these 4 simple ways always lead to other work from structuring to planning to ongoing mentoring and monitoring. John believes clients need our help in all of these areas and we should look at ways we can get the message across that we care and that we can help.
11:00 AM - 11:15 AM
Morning Tea
11:15 AM - 12:15 PM
Revenue is Vanity, Profit is Sanity, Cashflow is King Alan Miltz – Pearl Finance/Cash Flow Story
This interactive presentation will provide you with the methodology to unlock your client’s blind spots and "Improve cash flow and grow the value of their businesses." Alan has presented to over 5000 business leaders globally. In his dynamic presentations, Alan employs interactive tools and live case studies to highlight the significance of these performance measures and comprehensively describes how to implement them. Even seasoned financial professionals who thought they had seen and heard it all have been "wowed" by this style of penetrating analysis.
12:15 PM - 12:45 PM
Moving a Traditional Firm Into Business Advisory Derek Repp, Roberts & Morrow with David Smith, Smithink
Derek Repp joined Roberts & Morrow to help the firm create their business advisory service offering and to build the business advisory side of the business. In this session, Derek will provide real-world insights into how he has gone about building the service line, the challenges he has faced and how he has worked within the firm to gain the confidence of the partners to actively promote business advisory to their clients.
12:45 PM - 1:45 PM
Lunch
1:45 PM - 2:45 PM
How to be a Great Advisor David Smith - Smithink
In over 45 years working in the accounting industry and advising professional services firms and small businesses, David has made lots of mistakes and has many scars. This session will be a frank review of what David has found that people want from their advisers, how to engage and how to deliver value over the long term. This pragmatic and practical session will give you insights that you can instantly apply to your client relationships as you develop your advisory services.
2:45 PM - 3:00 PM
Afternoon Tea
3:00 PM - 4:00 PM
You’re the Voice Steve Allan – Say a Few Words
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!
4:00 PM - 5:00 PM
The Future of Advisory Services…. Open Panel Mark Holton and David Smith - Smithink
With the abundance of cloud-based solutions that assist with the collaboration of data developing your advisory services, should not be as difficult and it was in the past. The question now is what will happen in the future. How will big data, machine learning and blockchain affect the profession? Mark Holton and David Smith will look into the future and discuss how we may interact with clients in this interactive open panel session. Delegates will have the opportunity to lodge issues and ask questions on this exciting topic as well as any other topic covered on the day.
5:00 PM - 6:00 PM
Drinks and canapes with the exhibitors
Friday, February 22
8:15 AM - 9:00 AM
Registration
9:00 AM - 9:30 AM
Welcome - The Magic of Leverage Steven Eager - MYP Corporation
The word leverage is built on the foundation word ‘lever’. Growth, efficiency and performance require use of the right levers at the right time. Learn what levers you should be working and the practical ways to get the leverage you want.
9:30 AM - 10:00 AM
The Panel Namit Trivedi - MYP Corporation. Back Office / Director. MYP Corporation
A panel of CEOs from advisory, business and community address how they use leverage to achieve superior results.
10:00 AM - 10:30 AM
Leveraging People Performance: Leadership + Culture + Strategy Sonia McDonald - Leadership HQ
In a world where mediocrity and under performance is all too common, learn how to inspire and leverage the power of your most expensive asset, your team?
10:30 AM - 11:00 AM
Morning Tea
11:00 AM - 11:15 AM
Sponsor Sessions
11:15 AM - 12:00 PM
Elevate: Reframing Views + Expectations (for advisors + business owners) Steven Eager - MYP Corporation
Most people operate at a very transactional level. This means they barely look beyond the next month or year. The secret behind delivering legendary outcomes for advice businesses and business owners is in changing everyone’s perspective and having a structure and process to support it.
12:00 PM - 12:30 PM
Leveraging the Power of the Collaborative Client Workshop Samantha Dean - BlueprintHQ, Gil McKerrow + Ken Goldberg - Modus Management
A key part of the family + business office process is the collaborative workshop. This practical session will role play the process and technology used to drive opportunities for advisers and control, clarity and direction for business owners.
12:30 PM - 1:15 PM
Lunch
1:15 PM - 1:30 PM
Sponsor Sessions
1:30 PM - 2:00 PM
Success or Failure: A Matter of Design Not Chance Michael Sherlock - Thought Leader
Why business and organisational models succeed or fail. Learn the lessons from one of Australia’s best and most innovative business leaders.
2:00 PM - 3:00 PM
Shifting the Spirit of Your Organisation Paul Dunn - B1G1
Business, enterprise and the community (not Governments) hold the key to global economic transformation but ONLY when they adopt crucial leverage perspectives such as the Global Goals. In this specially-created session, Paul builds on his critically acclaimed Keynotes at Accountex, QB Connect and his 4 TEDx talks (plus his work with 226,000 businesses around the world) to give you major keys to shifting the spirit of your organisation and living (as opposed to leaving) a Legacy
3:00 PM - 3:15 PM
Conference Close Steven Eager - MYP Corporation
With the abundance of cloud-based solutions that assist with the collaboration of data developing your advisory services should not be as difficult and it was in the past. The question now is what will happen in the future. How will big data, machine learning and blockchain affect the profession? Mark Holton and David Smith will look into the future and discuss how we may interact with clients in this interactive open panel session? Delegates will have the opportunity to lodge issues and ask questions on this exciting topic and well as any topic covered on the day.
3:15 PM - 4:00 PM
The Buzz
Afternoon tea and networking
Hear from the Experts
Mark Holton Director, Smithink
Mark Holton has more than 30 years experience as an Accountant and Tax Agent in practice. Mark is also the Managing Director of Dynamic Taxation and Training Services, as well as the founding CEO of 2020 Asia Pacific. Mark has developed specialised skills in the area of adult education and training with extensive experience in both private and public sector industries in Australia, New Zealand, United Kingdom and North America. He is also a respected consultant in taxation and business management.
David Smith Director, Smithink
David Smith is Australia’s most experienced specialist independent IT consultant, having over 25 years involvement with accounting businesses. David was Managing Partner of PKF Sydney; President of the Institute of Chartered Accountants in 2003; created PKF CRS and Superfund software; and coaches practitioners in practice strategy, management & process improvement.
Steven Eager Managing Director, MYP Corporation
John Tsoulos Indigo Financial Services / Global Business Camps
Derek Repp Roberts & Morrow
Alan Miltz Pearl Finance / Cash Flow Story
Steve Allan Say A Few Words
Samantha Dean BlueprintHQ
Michael Sherlock Sentinel Property Group
Sonia McDonald Leadership HQ
Namit Trivedi Backoffis
Paul Dunn Keynote Speaker
4 times TEDx Speaker, award-winning entrepreneur, and master presenter. Paul has received numerous honours for his work. He is the recipient of a Global Lifetime Achievement Award for Service to the Accounting Profession – even though he’s very definitely NOT an Accountant! He’s a Senior Fellow of one of the world’s leading business think-tanks and is now a Fellow of Singapore’s Social Innovation Forum – an honour he shares with film-star Jet Li and Walmart Chairman, Rob Walton. His work as Chairman of the revolutionary B1G1 has been featured in leading-edge publications such as Forbes, Fast Company, Trendwatching, Springwise and online through the key technology newsletter Mashable, as well as Voice of America.
Our Sponsors
John Tsoulos Indigo Financial Services / Global Business Camps
John Tsoulos is the Managing Director of Indigo Financial (an accounting and tax firm in Adelaide) and the founder and lead presenter of Global Business Camps. The business camp is an innovative 2 or 3 day event for accountants and SME’s and with thousands of people attending these events over the years they are going from strength to strength.
Having worked closely with businesses from different parts of the world, he has vast experience in applying business strategies producing excellent results. John will share with us the ‘4 simple processes that they use in their practice to engage clients into business advisory work’.
John has presented at conferences, business building events, business camps and team building events in Australia, New Zealand and the USA.
John is focused, dynamic and passionate, and believes in the 6 Secrets™ to any business.
Derek Repp Roberts & Morrow
Derek Repp joined Roberts & Morrow Chartered Accountants in 2017 to lead the development of the firm’s business advisory practice. Prior to joining Roberts & Morrow, Derek spent eight years in Big 4 accounting practices and then four years working in performance management roles at Suncorp Group.
These roles provided Derek experience across a range of industries and valuable skills in financial reporting, governance and driving business performance. His time spent working within a corporation also gave him an appreciation for what it is like to “sit on the other side of the table”.
Derek earned a Bachelor of Accounting in 2004 from Pepperdine University in California and received his first accounting qualification in 2007 as a Certified Public Accountant in the United States. Following ten years of accounting and advisory work in Australia, he became a member of Chartered Accountants Australia & New Zealand in 2017.
Away from work, Derek loves spending time with his wife and three sons enjoying the beauty of the New England.
David Francis The Access Group
As a Business Consultant and Leadership Coach David has worked with established and emerging leaders in a broad range of industries on maximising their personal effectiveness.
For the last 10 years he has been working with the biggest and best Accounting Firms in Australia and New Zealand and is currently the General Manager of APAC Accountants Group at the Access Group.
Steve Allan Say A Few Words
What does the NRL Grand Final, State of Origin, Canterbury Bulldogs, Greater Western Sydney Giants, and the New South Wales Swifts have in common?
The unmistakable voice of Steve Allan on the microphone.
As a six-time Best Sports Presenter Provincial at the Australian Commercial Radio Awards, Steve adds exemplary sports knowledge to any event or broadcast.
Samantha Dean BlueprinthHQ
Samantha Dean is a passionate FCA with over 25 years in Public Practice, the last 10 in the business advisory space. She is well known for her passion in advising business owners to achieve their business goals without compromising their personal ones. As a practitioner, Sam knows firsthand what works and what doesn’t when moving a practice from a traditional based compliance business model to a proactive advisory one.
It is her belief that the industry should dominate the advice space but needs to undergo significant and fast change to do so. BlueprintHQ has been developed to help practitioners avoid pitfalls and to save considerable time, money and effort to get the right people, product, structure and systems into their practices to accelerate the growth in their businesses to meet the challenges ahead.
While Sam is not trying to drive change in the accounting industry, she enjoys weekends on her family property chasing after her two boys and her husband and as time permits riding and competing her dressage horses.
Michael Sherlock Sentinel Property Group
Michael Sherlock is a high-profile business leader who transformed Brumby’s bakery into an Australasian success story taking it from a capitalized value of $6 million to $46 million in only three years. Under his leadership as CEO, Brumby’s was transferred to a highly regarded franchised system with over 320 stores in Australia and New Zealand. The business was sold in mid-2007 on the ASX.
He has appeared on numerous current affairs and news TV programs, and regularly comments on issues such as his innovative management techniques and business strategy for national newspapers and magazines.
Michael now spends his time as CMO for Sentinel Property Group, as an adviser to a range of companies and as an Adjunct Professor at Griffith University. He has also co–written the book Jumpshift! Shift Your Business Into Hyper Drive.
Sonia McDonald LeadershipHQ
Sonia McDonald is an Australian leadership executive coach and advisor, thought leader, dynamic keynote speaker and author. She’s also CEO and founder of LeadershipHQ, and through this she empowers people to discover their own innate talent and strengths.
Named as one of the Top 100 Australian Entrepreneurs and Top 250 Influential Women in the world, Sonia is shaking up the traditional view of leadership, and along the way she has uncovered some outstanding leadership talent which had previously gone unnoticed.
Sonia is internationally recognised as an expert in leadership and strategy, organisational development, workplace diversity and the neuroscience of leadership.
Sonia has also coached people around the world, encouraging them to succeed by reaching their full potential. She has helped hundreds of people build their brands, grow their leadership and business strategies, increase their confidence, build awareness, increase their business revenue, connect to the right people, build exceptional skills and achieve brilliant businesses and careers.
Sonia has written several books on leadership: Leadership Attitud, Just Rock IT! and Neuroscience of Leadership, and she writes regularly for publications such as The Australian, HRD Magazine, Smart Healthy Women and Women’s Business Media. She has been published in BBC Capital, The Australian, HRD Magazine, Business Insider and Richtopia
Namit Trivedi Backoffis
Namit kicked of his career at IBM in Singapore and was a certified application developer at the age of 19 where he quickly built up an understanding of how global delivery teams collaborate and execute complex projects.
Over the years, Namit has worked as a Financial Controller managing Australia & NZ division of a large Services organisation, as a company secretary of an ASX listed organisation and in Audit and Corporate finance divisions of a Brisbane based BRW firm.
Since 2009, Namit has been the Managing Director of Backoffis and has assisted close to a hundred Australian accounting firms in the past four years to streamline their internal systems, setup and measure KPIs and execute their plans.
In partnership with:
Build Your Business Advisory Practice.
Leaders know that to amplify the outcomes they want in their organisation they must be able to leverage their key assets and resources. The 2019 Smithink Business Advisory Conference will show how the power of LEVERAGE can reshape an organisation (whether big or small) and its performance.
Day One Objectives
Unlock your firm's potential to create greater financial success + wealth for your clients.
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Develop the best structured systems + processes to manage + resource your advisory services using the Smithink 7 step to success process
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Learn how to be a great adviser is a pragmatic + systemised fashion
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Hear from experienced accountants how they have implemented advisory services in their firms + the processes they adopt
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Develop + enhance your presentation skills to get the right message across to clients
Day Two Objectives
Providing insights into how leverage drives opportunity, growth + efficiency, while reducing costs + ensuring that every organisation is focused on where it has absolute advantages (what it does best).
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Get a clear understanding of the best structure + culture for high performing organisations
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Understand how to use quantitative + qualitative metrics to drive performance
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See examples of effective business models that support high performance
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Engage with peers in reviewing case studies + benchmark information to identify the best strategies for your business
Schedule
Thursday, February 21
8:45 AM
Conference Opening and Welcome Mark Holton – Smithink
9:00 AM - 10:00 AM
Developing a Structured Process for Success Mark Holton – Smithink
At Smithink we have long spoken about our Enabler 7 steps to success process to get a firm’s advisory services moving. While the 7 steps are equally important getting the first step “Preparing Your Firm for Success” right is a critical success factor to moving onto the next 6 steps and implementing advisory services with your clients. This session will focus on what needs to be done from a structural perspective to prepare your firm to offer these lucrative services, and how to develop and implement engagement and delivery models that can be resourced and scaled in your practice.
10:00 AM - 11:00 AM
Lessons from the Trenches – How we Deliver Advisory Services in our Firm John Tsoulos – Indigo Financial Services/Global Business Camps
This entertaining session will take delegates on a journey through Indigo Financial Service’s 4 simple processes that they use to engage clients into business advisory work. John will explain how his firm communicates with prospects and clients and the language used with clients. John will also cover how these 4 simple ways always lead to other work from structuring to planning to ongoing mentoring and monitoring. John believes clients need our help in all of these areas and we should look at ways we can get the message across that we care and that we can help.
11:00 AM - 11:15 AM
Morning Tea
11:15 AM - 12:15 PM
Revenue is Vanity, Profit is Sanity, Cashflow is King Alan Miltz – Pearl Finance/Cash Flow Story
This interactive presentation will provide you with the methodology to unlock your client’s blind spots and "Improve cash flow and grow the value of their businesses." Alan has presented to over 5000 business leaders globally. In his dynamic presentations, Alan employs interactive tools and live case studies to highlight the significance of these performance measures and comprehensively describes how to implement them. Even seasoned financial professionals who thought they had seen and heard it all have been "wowed" by this style of penetrating analysis.
12:15 PM - 12:45 PM
Moving a Traditional Firm Into Business Advisory Derek Repp, Roberts & Morrow with David Smith, Smithink
Derek Repp joined Roberts & Morrow to help the firm create their business advisory service offering and to build the business advisory side of the business. In this session, Derek will provide real-world insights into how he has gone about building the service line, the challenges he has faced and how he has worked within the firm to gain the confidence of the partners to actively promote business advisory to their clients.
12:45 PM - 1:45 PM
Lunch
1:45 PM - 2:45 PM
How to be a Great Advisor David Smith - Smithink
In over 45 years working in the accounting industry and advising professional services firms and small businesses, David has made lots of mistakes and has many scars. This session will be a frank review of what David has found that people want from their advisers, how to engage and how to deliver value over the long term. This pragmatic and practical session will give you insights that you can instantly apply to your client relationships as you develop your advisory services.
2:45 PM - 3:00 PM
Afternoon Tea
3:00 PM - 4:00 PM
You’re the Voice Steve Allan – Say a Few Words
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!
4:00 PM - 5:00 PM
The Future of Advisory Services…. Open Panel Mark Holton and David Smith - Smithink
With the abundance of cloud-based solutions that assist with the collaboration of data developing your advisory services, should not be as difficult and it was in the past. The question now is what will happen in the future. How will big data, machine learning and blockchain affect the profession? Mark Holton and David Smith will look into the future and discuss how we may interact with clients in this interactive open panel session. Delegates will have the opportunity to lodge issues and ask questions on this exciting topic as well as any other topic covered on the day.
5:00 PM - 6:00 PM
Drinks and canapes with the exhibitors
Friday, February 22
8:15 AM - 9:00 AM
Registration
9:00 AM - 9:30 AM
Welcome - The Magic of Leverage Steven Eager - MYP Corporation
The word leverage is built on the foundation word ‘lever’. Growth, efficiency and performance require use of the right levers at the right time. Learn what levers you should be working and the practical ways to get the leverage you want.
9:30 AM - 10:00 AM
The Panel Namit Trivedi - MYP Corporation. Back Office / Director. MYP Corporation
A panel of CEOs from advisory, business and community address how they use leverage to achieve superior results.
10:00 AM - 10:30 AM
Leveraging People Performance: Leadership + Culture + Strategy Sonia McDonald - Leadership HQ
In a world where mediocrity and under performance is all too common, learn how to inspire and leverage the power of your most expensive asset, your team?
10:30 AM - 11:00 AM
Morning Tea
11:00 AM - 11:15 AM
Sponsor Sessions
11:15 AM - 12:00 PM
Elevate: Reframing Views + Expectations (for advisors + business owners) Steven Eager - MYP Corporation
Most people operate at a very transactional level. This means they barely look beyond the next month or year. The secret behind delivering legendary outcomes for advice businesses and business owners is in changing everyone’s perspective and having a structure and process to support it.
12:00 PM - 12:30 PM
Leveraging the Power of the Collaborative Client Workshop Samantha Dean - BlueprintHQ, Gil McKerrow + Ken Goldberg - Modus Management
A key part of the family + business office process is the collaborative workshop. This practical session will role play the process and technology used to drive opportunities for advisers and control, clarity and direction for business owners.
12:30 PM - 1:15 PM
Lunch
1:15 PM - 1:30 PM
Sponsor Sessions
1:30 PM - 2:00 PM
Success or Failure: A Matter of Design Not Chance Michael Sherlock - Thought Leader
Why business and organisational models succeed or fail. Learn the lessons from one of Australia’s best and most innovative business leaders.
2:00 PM - 3:00 PM
Shifting the Spirit of Your Organisation Paul Dunn - B1G1
Business, enterprise and the community (not Governments) hold the key to global economic transformation but ONLY when they adopt crucial leverage perspectives such as the Global Goals. In this specially-created session, Paul builds on his critically acclaimed Keynotes at Accountex, QB Connect and his 4 TEDx talks (plus his work with 226,000 businesses around the world) to give you major keys to shifting the spirit of your organisation and living (as opposed to leaving) a Legacy
3:00 PM - 3:15 PM
Conference Close Steven Eager - MYP Corporation
With the abundance of cloud-based solutions that assist with the collaboration of data developing your advisory services should not be as difficult and it was in the past. The question now is what will happen in the future. How will big data, machine learning and blockchain affect the profession? Mark Holton and David Smith will look into the future and discuss how we may interact with clients in this interactive open panel session? Delegates will have the opportunity to lodge issues and ask questions on this exciting topic and well as any topic covered on the day.
3:15 PM - 4:00 PM
The Buzz
Afternoon tea and networking
Hear from the Experts
Mark Holton Director, Smithink
Mark Holton has more than 30 years experience as an Accountant and Tax Agent in practice. Mark is also the Managing Director of Dynamic Taxation and Training Services, as well as the founding CEO of 2020 Asia Pacific. Mark has developed specialised skills in the area of adult education and training with extensive experience in both private and public sector industries in Australia, New Zealand, United Kingdom and North America. He is also a respected consultant in taxation and business management.
David Smith Director, Smithink
David Smith is Australia’s most experienced specialist independent IT consultant, having over 25 years involvement with accounting businesses. David was Managing Partner of PKF Sydney; President of the Institute of Chartered Accountants in 2003; created PKF CRS and Superfund software; and coaches practitioners in practice strategy, management & process improvement.
Steven Eager Managing Director, MYP Corporation
John Tsoulos Indigo Financial Services / Global Business Camps
Derek Repp Roberts & Morrow
Alan Miltz Pearl Finance / Cash Flow Story
Steve Allan Say A Few Words
Samantha Dean BlueprintHQ
Michael Sherlock Sentinel Property Group
Sonia McDonald Leadership HQ
Namit Trivedi Backoffis
Paul Dunn Keynote Speaker
4 times TEDx Speaker, award-winning entrepreneur, and master presenter. Paul has received numerous honours for his work. He is the recipient of a Global Lifetime Achievement Award for Service to the Accounting Profession – even though he’s very definitely NOT an Accountant! He’s a Senior Fellow of one of the world’s leading business think-tanks and is now a Fellow of Singapore’s Social Innovation Forum – an honour he shares with film-star Jet Li and Walmart Chairman, Rob Walton. His work as Chairman of the revolutionary B1G1 has been featured in leading-edge publications such as Forbes, Fast Company, Trendwatching, Springwise and online through the key technology newsletter Mashable, as well as Voice of America.
Our Sponsors
John Tsoulos Indigo Financial Services / Global Business Camps
John Tsoulos is the Managing Director of Indigo Financial (an accounting and tax firm in Adelaide) and the founder and lead presenter of Global Business Camps. The business camp is an innovative 2 or 3 day event for accountants and SME’s and with thousands of people attending these events over the years they are going from strength to strength.
Having worked closely with businesses from different parts of the world, he has vast experience in applying business strategies producing excellent results. John will share with us the ‘4 simple processes that they use in their practice to engage clients into business advisory work’.
John has presented at conferences, business building events, business camps and team building events in Australia, New Zealand and the USA.
John is focused, dynamic and passionate, and believes in the 6 Secrets™ to any business.
Derek Repp Roberts & Morrow
Derek Repp joined Roberts & Morrow Chartered Accountants in 2017 to lead the development of the firm’s business advisory practice. Prior to joining Roberts & Morrow, Derek spent eight years in Big 4 accounting practices and then four years working in performance management roles at Suncorp Group.
These roles provided Derek experience across a range of industries and valuable skills in financial reporting, governance and driving business performance. His time spent working within a corporation also gave him an appreciation for what it is like to “sit on the other side of the table”.
Derek earned a Bachelor of Accounting in 2004 from Pepperdine University in California and received his first accounting qualification in 2007 as a Certified Public Accountant in the United States. Following ten years of accounting and advisory work in Australia, he became a member of Chartered Accountants Australia & New Zealand in 2017.
Away from work, Derek loves spending time with his wife and three sons enjoying the beauty of the New England.
David Francis The Access Group
As a Business Consultant and Leadership Coach David has worked with established and emerging leaders in a broad range of industries on maximising their personal effectiveness.
For the last 10 years he has been working with the biggest and best Accounting Firms in Australia and New Zealand and is currently the General Manager of APAC Accountants Group at the Access Group.
Steve Allan Say A Few Words
What does the NRL Grand Final, State of Origin, Canterbury Bulldogs, Greater Western Sydney Giants, and the New South Wales Swifts have in common?
The unmistakable voice of Steve Allan on the microphone.
As a six-time Best Sports Presenter Provincial at the Australian Commercial Radio Awards, Steve adds exemplary sports knowledge to any event or broadcast.
Samantha Dean BlueprinthHQ
Samantha Dean is a passionate FCA with over 25 years in Public Practice, the last 10 in the business advisory space. She is well known for her passion in advising business owners to achieve their business goals without compromising their personal ones. As a practitioner, Sam knows firsthand what works and what doesn’t when moving a practice from a traditional based compliance business model to a proactive advisory one.
It is her belief that the industry should dominate the advice space but needs to undergo significant and fast change to do so. BlueprintHQ has been developed to help practitioners avoid pitfalls and to save considerable time, money and effort to get the right people, product, structure and systems into their practices to accelerate the growth in their businesses to meet the challenges ahead.
While Sam is not trying to drive change in the accounting industry, she enjoys weekends on her family property chasing after her two boys and her husband and as time permits riding and competing her dressage horses.
Michael Sherlock Sentinel Property Group
Michael Sherlock is a high-profile business leader who transformed Brumby’s bakery into an Australasian success story taking it from a capitalized value of $6 million to $46 million in only three years. Under his leadership as CEO, Brumby’s was transferred to a highly regarded franchised system with over 320 stores in Australia and New Zealand. The business was sold in mid-2007 on the ASX.
He has appeared on numerous current affairs and news TV programs, and regularly comments on issues such as his innovative management techniques and business strategy for national newspapers and magazines.
Michael now spends his time as CMO for Sentinel Property Group, as an adviser to a range of companies and as an Adjunct Professor at Griffith University. He has also co–written the book Jumpshift! Shift Your Business Into Hyper Drive.
Sonia McDonald LeadershipHQ
Sonia McDonald is an Australian leadership executive coach and advisor, thought leader, dynamic keynote speaker and author. She’s also CEO and founder of LeadershipHQ, and through this she empowers people to discover their own innate talent and strengths.
Named as one of the Top 100 Australian Entrepreneurs and Top 250 Influential Women in the world, Sonia is shaking up the traditional view of leadership, and along the way she has uncovered some outstanding leadership talent which had previously gone unnoticed.
Sonia is internationally recognised as an expert in leadership and strategy, organisational development, workplace diversity and the neuroscience of leadership.
Sonia has also coached people around the world, encouraging them to succeed by reaching their full potential. She has helped hundreds of people build their brands, grow their leadership and business strategies, increase their confidence, build awareness, increase their business revenue, connect to the right people, build exceptional skills and achieve brilliant businesses and careers.
Sonia has written several books on leadership: Leadership Attitud, Just Rock IT! and Neuroscience of Leadership, and she writes regularly for publications such as The Australian, HRD Magazine, Smart Healthy Women and Women’s Business Media. She has been published in BBC Capital, The Australian, HRD Magazine, Business Insider and Richtopia
Namit Trivedi Backoffis
Namit kicked of his career at IBM in Singapore and was a certified application developer at the age of 19 where he quickly built up an understanding of how global delivery teams collaborate and execute complex projects.
Over the years, Namit has worked as a Financial Controller managing Australia & NZ division of a large Services organisation, as a company secretary of an ASX listed organisation and in Audit and Corporate finance divisions of a Brisbane based BRW firm.
Since 2009, Namit has been the Managing Director of Backoffis and has assisted close to a hundred Australian accounting firms in the past four years to streamline their internal systems, setup and measure KPIs and execute their plans.
Super Early Bird Discount
available until 30 June 2023.
Super Early Bird Discount
available until 30 June 2023.
2-3 November 2023
Hilton Hotel Surfers Paradise
*CPE points
will be available
The Young Guns Workshop has been created with the aim of enhancing the understanding of accounting firm operations, this program is intended for up-and-coming managers, supervisors, and members of accounting teams.
Who should attend?
This program is tailored for aspiring young leaders who wish to strengthen their management expertise, gain insight into the accounting industry, and explore strategic prospects for both their firm and personal growth.
The Access Group Young Gun of the Year Award will run again for the second year!
Details available online:
www.youngguns.smithink.com