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
Thursday, February 21
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
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
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
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
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
11:00 AM - 11:15 AM
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
1:15 PM - 1:30 PM
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
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.