from business leaders about their expectations from advisors


from financiers how to successfully position clients looking for finance


to turn your research and ideas into a thriving advisory business
Special Guest Speaker


Managing Director, MYP

Steven has a significant executive background with numerous CEO and management roles in large accounting, legal, financial services and consulting organisations prior to founding MYP. A regular contributor at conferences and in the media, Steven has worked extensively with the SME sector. His passion is in aligning the relationships and objectives of clients and their advisers to deliver genuine and sustainable value for both. Steven’s premise is that if you are doing what most of your industry or competitors are already doing, you are already in decline.

Our 2017 Business Advisory Conference features leading thinkers in the profession including:

Tom O’Toole is the charismatic and inspirational Baker from Beechworth. His bakery has become one of Australia’s greatest business success stories and his business model is being emulated around the World.

Carolyn Kay of The Business Referral Group will take you through the most effective and relevant marketing strategies for your business.

Jane Heidrich is a Specialist Tax Strategist who will show you how to deliver innovative and lucrative tax planning services utilising cloud technology

Samantha Dean of BlueprintHQ will share her passion in showing you the systems and the support to achieve sustainable, accelerated growth.

Nathan Keating will provide you with the methodology to unlock your client’s blind spots and “Improve cash flow and grow the value of their businesses.”

Mandy Holloway will focus on practical scenario to engage prospects and develop techniques to get proposals across the line.

Mark Holton will speak on a number of topics in his usual energetic and engaging way

David Smith will answer the question – what will happen in the future? David will look into the future and predict how you will interact with clients.


Click on a Speaker to learn more about this years exciting line-up!

Mandy Holloway


Courageous Leaders

Mandy is a passionate, energetic and inspiring presenter who captivates the audience with her empathetic style. Her ability to intimately understand the on-going pressure faced by business leaders is clear and grounded in her personal leadership experiences with over 25 years’ experience in business.

A former partner at KPMG and PKF Mandy is a Fellow at the Institute of Chartered Accountants in Australia. In 2011 Mandy published her first book, Inspiring Courageous Leaders.

Carolyn Kay


The Business Referral Group

Carolyn is highly qualified and experienced in marketing having started her career with Procter & Gamble after completing a B.Bus (Mktg) and later establishing her own marketing agency. This led to her involvement with The Business Referral Group in 2003, when she became a director and focussed on the day to day operations and marketing of the business networking organisation. Since 2003, BRG has grown to 19 groups across, Sydney, the Central Coast, Blue Mountains, Newcastle and most recently launched 4 groups in Melbourne. Carolyn has worked with small business owners from more than 120 different industries to help them grow and develop their business via efficient and effective marketing strategies. Having worked with hundreds of small business owners, Carolyn understands the time and budget constraints many experience and tailors the marketing plan to ‘work’ for the business.

Jane Heidrich

Tax Strategist

Jane Heidrich was a director and part-owner in Toowoomba accounting firm, McConachie Stedman for 10 years.  She has been working in the accounting industry for approximately 25 years and is currently consulting to McConachie Stedman for a number of the larger clients.  Jane specialises in taxation and business advice for small and medium sized business and does extensive work in business development.

Jane has always been actively involved in the implementation of many IT systems to improve both the practice and the client experience.  She is now using this expertise in developing tools to assist the accounting industry.

Jane is currently CEO and founder of Saasset which is the latest online platform she has developed – it analyses accounting programs for you and your clients to ensure your client is using a ‘best fit’ system for their needs.

In addition, Jane is a Director for TaxStrategist, an online tax planning tool for accountants and has been involved with the development of TaxStrategist since it’s inception.

Nathan Keating


Pearl Finance

Nathan Keating is the Managing Director of Pearl Debt Advisory, a leading Debt Advisory business based in Melbourne.  

He started his career as an insolvency Accountant but moved to banking recognising a need to help businesses grow through optimal funding.  He held roles in Australia’s Major Banks, as well as outside of banks operating as a credit consultant enhancing bank risk processes.   In 2008 Nathan joined Pearl Debt Advisory with a vision to become Australia’s pre-eminent authority in helping businesses optimise their Debt Capital structuring.

After over 20 years working in and around banks, Nathan has assisted 1000s of businesses to better understand the needs of banks and to obtain superior bank funding arrangements. Pearl, under Nathan’s leadership, has also written well over $1B in new funding for clients.

Samantha Dean



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.
When 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.

Mark Holton


Director, Smithink

Mark Holton has more than 30 years’ experience as an Accountant and Tax Agent in practice. Mark has developed specialised skills in corporate presentations and training with extensive experience in Australia, New Zealand, United Kingdom and Canada.
Mark is a lively and entertaining speaker, whether as a key-note addressing large audiences, the facilitator of a Partner Retreat or Conference, or the leader of Professional Development course. His engaging speaking style means that his audiences are always alert and entertained at his events.

David Smith


Director, Smithink

David Smith is a founding director of Smithink. He is the external practice advisor to many firms participating in firm management activities to provide an objective viewpoint and an understanding of strategies that have achieved success in other firms. He is a regular speaker on topics relating to the future of the accounting profession, business strategy, process improvement and innovation. He is also the advisor to businesses that provide products or services to the accounting profession.

Tom O’Toole


Beechworth Bakery

Tom O’Toole is the charismatic and inspirational Baker from Beechworth. His bakery has become one of Australia’s greatest business success stories.

Beechworth Bakery has become the highest earning single bakery retailer in Australia, the winner of National & State Marketing & Business Awards and his business model is being emulated around the world.


For the first time, MYP is partnering with Smithink to deliver a one of a kind advisory focused two-day event.

Day one of the event will feature Smithink’s Business Advisory Conference, while day two will be dedicated to MYP and will feature dedicated sessions for advisory, business and community sectors.

Day 1 Objective - 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.
  • Recognise the warning signs that a client may be struggling and ensure that appropriate action is taken.
  • Ensure you have capacity at the right level in your firm to develop your business advisory business.
  • Help your clients take their ideas to a successful business by understanding the drivers of successful business innovation.

Day 2 Objective: Provide the inspiration, process and tools to reshape what performance looks like in accounting and advisory businesses

  • Have a clear understanding of the best structure + culture for high performing organisations
  • Understand how to use quantitative + qualitative metrics to drive performance
  • Have examples of effective business models that support high performance
  • Engage with peers in reviewing case studies + benchmark information to identify the best strategies for their business
  • Understand what technology infrastructure can help them drive performance in their advisory + business generally
  • Have worked on their business, not in it


Sofitel Gold Coast

Sofitel Gold Coast Broadbeach
81 Surf Parade
Broadbeach QLD 4218



Rates start at $219 at the Sofitel Gold Coast Broadbeach. We recommend booking as soon as you can and prior to 19 January 2018; after this date rooms and rates will be subject to availability.






Early Bird Pricing – before 15 December 2017

Smithink members (10% Discount)

$495.00 – Before 15 December 2017

$550.00 – After 15 December 2017

Non-member firms

$550.00 – Before 15 December 2017

$600.00 – After 15 December 2017

My aim was to get at least one thing from each presentation to follow up and implement and I wasn’t disappointed.

Greg Sheridan

Sheridans Accountants and Financial Planners

Excellent location for a valuable and informative conference – a must do for firms for the future.

Jodie Smith

Jodie Smith Accountants

Being able to generate concrete action plans to take back and implement one at a time, takes the “overwhelm” out of developing strategies to build the business advisory strength of the practice.

Deborah Harris

Gill McKerrow