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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:

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David Smith Smithink

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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

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.

SAVE THE DATE

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Super Early Bird Discount

available until 30 June 2023.

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Super Early Bird Discount

available until 30 June 2023.

Details coming soon!

Young Guns Workshop

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.

*13 CPE points will be available

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patterns

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

Smithink Members

(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

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 from 30 September 2023

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

Register Now!

Prepare yourself for two action-packed days dedicated to enhancing your skills and knowledge, enabling you to elevate your career to new heights.

The New & Exciting

Young Guns Workshop

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.

img-workshops2

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

Smithink Members

(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

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 from 11 September 2022

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

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.

February 21 - 22, 2019 | QT Gold Coast

Smithink Business Advisory Conference 2019

MYP is again partnering with Smithink to deliver a one-of-a-kind advisory-focused two-day event.

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.

Who Should Attend?

Partners and any staff currently involved or planned to be involved
in your firm’s business advisory services.

10 Reasons to Attend

  • Develop and implement a successful business advisory plan using proven and unique strategies.

  • Ensure service delivery is effective with tools including the Smithink 7-step to success Enabler™ process.

  • Identify, engage with and leverage ideal clients.

  • Delight clients with your knowledge-driven (not numbers driven) approach and solutions.

  • Utilise customised software to facilitate effective business advisory service delivery.

  • Hear from experts how to implement a pragmatic business advisory service in your firm.

  • Learn from lessons from the trenches from practitioners who have succeeded in this space.

  • Develop and enhance your presentation skills with clients.

  • Look into the future to the next versions of software and tools that we may be using.

  • Ensure your business practices support the achievement of your business advisory plan.

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

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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.

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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.

Fees

Earlybird Fees until 31 December

Earlybird Fees until 31 December
Member firms$550 for one attendee
$750 for two attendees
Additional $300 per person
Non member firms$600 per person

Fees after 31 December

Fees after 31 December
Member firms$600 for one attendee
$800 for two attendees
Additional $400 per person
Non member firms$650 per person

Venue and Accomodation

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

Groups Reservationist for direct bookings
Brooke Hopwood
Ph: 07 5584 1200
Quote: Smithink 2018 to obtain the agreed rate.

February 21 - 22, 2019 | QT Gold Coast

Smithink Business Advisory Conference 2019

MYP is again partnering with Smithink to deliver a one-of-a-kind advisory-focused two-day event.

MYPperformlogoMaster

In partnership with:

SMITHINK_logo_2015

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

Who Should Attend?

Partners and any staff currently involved or planned to be involved
in your firm’s business advisory services.

10 Reasons to Attend

  • Develop + implement a successful business advisory plan using proven and unique strategies

  • Ensure service delivery is effective with tools including the Smithink 7-step to success Enabler™ process

  • Identify, engage with + leverage ideal clients

  • Delight clients with your knowledge-driven (not numbers driven) approach and solutions

  • Utilise customised software to facilitate effective business advisory service delivery

  • Hear from experts how to implement a pragmatic business advisory service in your firm

  • Learn from lessons from the trenches from practitioners who have succeeded in this space

  • Develop + enhance your presentation skills with clients

  • Look into the future to the next versions of software + tools that we may be using

  • Ensure your business practices support the achievement of your business advisory plan

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

1500x1500_Mark(2)-BW

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.

1500x1500_David(2)-BW

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

Steven Eager Managing Director, MYP Corporation

Steven is the Managing Director at MYP.  He has had numerous CEO, chairman and senior executive roles and advised hundreds of organisations across nearly every sector. 
 
Steven is the brains behind the platform innovation approach at MYP. He has committed the MYP team to creating solutions that solve real daily problems and provide the capacity for organisations to focus on those things that matter.
John T

John Tsoulos Indigo Financial Services / Global Business Camps

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Derek Repp Roberts & Morrow

alan miltz photo 144 (2)

Alan Miltz Pearl Finance / Cash Flow Story

NETBALL NSW: GIANTS Netball Gala Dinner. June 23, 2017. Doltone House, Sydney, NSW, Australia. Photo: Narelle Spangher, Netball NSW

Steve Allan Say A Few Words

Bio Image - Sam Dean

Samantha Dean BlueprintHQ

KONICA MINOLTA DIGITAL CAMERA

Michael Sherlock Sentinel Property Group

SoniaMcDonald

Sonia McDonald Leadership HQ

NamitTrivedi

Namit Trivedi Backoffis

Paul Dunn

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

Fees

Fees after 31 December
Member firms$600 for one attendee
$800 for two attendees
Additional $400 per person
Non member firms$650 per person

Venue and Accommodation

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

February 21 - 22, 2019 | QT Gold Coast

Smithink Business Advisory Conference 2019

MYP is again partnering with Smithink to deliver a one-of-a-kind advisory-focused two-day event.

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In partnership with:

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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

Who Should Attend?

Partners and any staff currently involved or planned to be involved
in your firm’s business advisory services.

10 Reasons to Attend

  • Develop + implement a successful business advisory plan using proven and unique strategies

  • Ensure service delivery is effective with tools including the Smithink 7-step to success Enabler™ process

  • Identify, engage with + leverage ideal clients

  • Delight clients with your knowledge-driven (not numbers driven) approach and solutions

  • Utilise customised software to facilitate effective business advisory service delivery

  • Hear from experts how to implement a pragmatic business advisory service in your firm

  • Learn from lessons from the trenches from practitioners who have succeeded in this space

  • Develop + enhance your presentation skills with clients

  • Look into the future to the next versions of software + tools that we may be using

  • Ensure your business practices support the achievement of your business advisory plan

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

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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.

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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

Steven Eager Managing Director, MYP Corporation

Steven is the Managing Director at MYP.  He has had numerous CEO, chairman and senior executive roles and advised hundreds of organisations across nearly every sector. 
 
Steven is the brains behind the platform innovation approach at MYP. He has committed the MYP team to creating solutions that solve real daily problems and provide the capacity for organisations to focus on those things that matter.
John T

John Tsoulos Indigo Financial Services / Global Business Camps

Derek_Repp_bw_dark_headshot_(1)

Derek Repp Roberts & Morrow

alan miltz photo 144 (2)

Alan Miltz Pearl Finance / Cash Flow Story

NETBALL NSW: GIANTS Netball Gala Dinner. June 23, 2017. Doltone House, Sydney, NSW, Australia. Photo: Narelle Spangher, Netball NSW

Steve Allan Say A Few Words

Bio Image - Sam Dean

Samantha Dean BlueprintHQ

KONICA MINOLTA DIGITAL CAMERA

Michael Sherlock Sentinel Property Group

SoniaMcDonald

Sonia McDonald Leadership HQ

NamitTrivedi

Namit Trivedi Backoffis

Paul Dunn

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

Fees

Fees after 31 December
Member firms$600 for one attendee
$800 for two attendees
Additional $400 per person
Non member firms$650 per person

Venue and Accommodation

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

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Super Early Bird Discount

available until 30 June 2023.

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Super Early Bird Discount

available until 30 June 2023.

2-3 November 2023

Hilton Hotel Surfers Paradise

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*CPE points
will be available

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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