HOLTON & SMITH.

Solving the big issues.

MELBOURNE 24TH SEPTEMBER 2018   |  BRISBANE 26TH SEPTEMBER 2018  |  SYDNEY 28TH SEPTEMBER 2018

This is your chance to spend one day with two of Australia’s most respected experts in the accounting industry.


SPACE IS LIMITED AT EACH VENUE – BOOK NOW TO AVOID MISSING OUT!

MELBOURNE 24 SEPT 2018

BRISBANE 26 SEPT 2018

SYDNEY 28 SEPT 2018

* 9am – 4pm each day.

Download the full workshop program and schedule here.

PRICING
STARTS AT
$295pp!

 

SPECIAL
MEMBER OFFER
AVAILABLE
TWO FOR ONE!

ON THE AGENDA

  • Making Business Advisory work
  • Getting the most out of technology
  • Keys to exceptional client service
  • Accountability and performance management that gets results
  • Team structure that works

In one day, inject your practice with pragmatic and proven ideas to create breakthrough performance. David and Mark are highly experienced both as practitioners and advisers who have helped a large number of firms create success. Resourcing, business advisory and technologies are key issues every firm is facing. This workshop will create the framework for your 2018/19 business plan.

WHO SHOULD ATTEND

Practice leaders and managers with a keen interest in the development of their firm’s business plan.

Bring a group to work together on your firm business plan for 2018/19 and discuss the ideas presented at the workshop.

PRICING

$295 per person ▶ members

$395 per person ▶ non-member

* Member offer ~ two for one.

GST inclusive

WORKSHOP PROGRAM

9.00 – 9.45am
Getting the Advisory Process and Structure Right
Creating the right structure, infrastructure, engagement model and delivery system is critical to long term advisory success in your firm. From your Client Relationship Management system to preparing for a needs analysis meeting to strategic questioning to dynamic proposals that really sell benefits this session will paint the picture of best practice in a simple flow that will achieve real results. Mark Holton – Smithink

9.45 – 10.30am
Technology
No firm can achieve success without harnessing technology. Technology impacts practice efficiency, personal productivity, client service, marketing and much much more. This session will review the technologies that firms can harness to achieve success. David Smith – Smithink

10.30am – 10.50am
Morning tea

10.50 – 11.45am
Team structure/resource planning
How a firm structures its teams and implements effective resource planning has a dramatic effect on team performance, client service and firm profitability. This session will review options for team structuring and how a firm can implement effective resource planning to improve team performance. David Smith – Smithink

11.45 – 12.30am
The Search for Exceptional Customer Service
Exceptional customer 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 an attention to detail that drives success. Experiences will be shared that can be directly articulated to an accounting firm. Mark Holton – Smithink

12.30 – 1.15pm
Lunch

1.15 – 2.00pm
Business Advisory Tools Update
There is a countless number of business advisory solutions in the market today. All of them are dynamic often cloud based applications. Understanding what they can do and selecting the most appropriate solution for your practice is often a challenge. This session will focus on the mainstream offerings and help you understand which solution suits each stage of the business advisory cycle and the processes and people in your firm. Mark Holton – Smithink

2.00 – 2.45pm
Performance management / accountability
Most firms struggle with setting the right performance benchmarks and implementing a culture of accountability. This session will summarise the performance measures that achieve the right outcomes and how an accountability framework can be successfully implemented to ensure that your team are focusing on the right activities. David Smith – Smithink

2.45 – 3.05pm
Afternoon tea

3.05 – 3.45pm
Holton and Smith Q&A
This session will draw upon the experience of Holton and Smith to debate the challenges of firm succession and running successful client meetings. Attendees will be able to pose questions in an informal yet interactive format.

3.45 – 4.00pm
Open forum close

NEW SMITHINK
MEMBER BENEFIT

All current members get two
for one to all Smithink events.

If your firm is not a Smithink member, you can
join at anytime. Go online to find out more and
register: www.smithink.com/membership

VENUE DETAILS

Melbourne 24th   September 2018

|   KARSTENS ▶ 123 Queen Street, Melbourne

Brisbane 24th  September 2018

|  KARSTENS ▶ Level 24/215 Adelaide Street, Brisbane

Sydney 28th   September 2018

|  KARSTENS ▶ 111 Harrington Street, Sydney

STILL THINKING ABOUT IT?
HERE’S 10 REASONS YOU SHOULD ATTEND!

  1. To create your business advisory development plan for 2018/19
  2. To ensure you’re getting the most from available technologies
  3. To develop performance measures in your firm that will achieve success
  4. To network with like minded professionals and learn from their experience
  5. To have individual discussions with Mark and David in the breaks about your firm’s particular issues and circumstances
  6. To create an effective accountability framework in your firm
  7. To learn key attributes of exceptional customer service and why it requires your attention
  8. To understand the importance of resource planning and the keys to its implementation
  9. Spend a cost effective day out of the office to focus on your business
  10. Learn the business advisory process that is needed to success

SMITHINK HELPS ACCOUNTANTS
TURN THEIR PRACTICES
INTO GREAT BUSINESSES.

We provide practical firm innovations, based on the decades we have spent as practicing accountants and business consultants. We know what works best, because we’ve done it.

Smithink provides a wide variety of consulting services and educational events, tools and resources under the one roof.

HOLTON & SMITH.

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 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.

Smithink Pty Ltd
ABN 60 107 447 334

PO Box 729, Milsons Point
NSW 1565, Australia
Phone +61 2 8920 1695
FREECALL 1300 665 646