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

Day 1
Day 2
Day 1

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/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 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

Day 2

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

11:00 AM - 11:45 AM

Process automation driving efficiency, service + sustainability Jo Hollis - All Disability Plan, Ann-Marie Wickham - Creativity Inc.

From formSPACE to GENIUS, see practical demonstrations of how the MYP platform can reduce costs and drive sustainable outcomes in your organisation.

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.

11:45 AM - 12:15 PM

The Community Panel Tamar Bostock - MYP Corporation

Q + A session for a team of experienced operational managers in leading community organisations

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.

12:00 PM - 12:30 PM

MYP roadmap for the community sector Steven Eager - MYP Corporation

MYP Corporation is deeply committed to the community sector.  With significant ongoing investment, the future roadmap is an exciting one.

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

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Derek Repp Roberts & Morrow

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Alan Miltz Pearl Financne / Cashflow 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 BluprintHQ

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Michael Sherlock Sentinel Property Group

SoniaMcDonald

Sonia McDonald LeadershipHQ

NamitTrivedi

Namit Trivedi MYP Corporation

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.

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: