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Registration & Breakfast   |   08:30 - 10:00
Welcome and Keynote   |   10:00 - 11:00
Break and Exhibits   |   11:00 - 11:30
Sessions   |   11:30 - 12:30

Track(s): Advisor
Speaker(s): Rich Preece

Social Media platforms offer an amazing depth of opportunity for prospecting and targeting. Users are sharing their likes and dislikes + looking to connect to businesses that can solve a problem in their life.

In this session we will breakdown how you can have effective conversations with your audiences. You will learn about the targeting options available to businesses, various ad formats and how to structure a conversation for the medium you are in to create the right ad and measure the impact.

Track(s): Small Business/Self-Employed
Speaker(s): Kartik Sharma

In this session Julia will show you how to use the 100-Day Goal technique to work on growing your business, whilst simultaneously managing the day to day. You will leave this session with everything you need to know to put the 100-Day Goal into action in your business, and make the next 100 days your best 100 days.

Track(s): Small Business/Self-Employed
Speaker(s): Julia Bickerstaff

Lunch & Exhibits   |   12:30 - 13:45
Sessions   |   13:45 - 14:45

In this session for advisors, QuickBooks Online expert, Lauretta Finis will demonstrate how to deal with the more complex business transactions and how the reporting in QuickBooks Online can make you look like a rockstar with your clients.

Track(s): Advisor
Speaker(s): Lauretta Finis

Learn how accounting technology can deliver a life-enhancing business for advisors and their clients. Hear exactly how Clayton applies a solid mix of advisory and technology to create a perfect win/win for his firm and his clients that delivers business growth and an enhanced quality of life. In this session, you will discover key components to consider when building a software advisory division in your firm; how to utilize technology in order to create deeper connection and empathy with your clients; the 3 types of income that you can create in your business and the impact that each has on your quality of life and why it’s not only what you make but how you make it that counts when creating a lifestyle by design practice.

Track(s): Advisor
Speaker(s): Clayton Oates

So you want to build a business, but you don’t want to spend a fortune, right? If so, this is the presentation for you. Join award-winning entrepreneur, Dale Beaumont, as he shares with you 14 amazing ‘tech tools’ that can increase the performance and profits of any business.

Track(s): Advisor, Small Business/Self-Employed
Speaker(s): Dale Beaumont

Time is our most precious resource, however most business owners don’t treat it that way. Many spend their week on low level tasks, fighting spot fires in the business – week in, week out like groundhog day. This leaves them with slow progress and poor performance both inside and outside of the business. In this session, Ray Corcoran will cover proven, practical strategies to structure your week in a way that allows you to achieve your business goals, without sacrificing your health, relationships and happiness in the process.

Track(s): Advisor, Small Business/Self-Employed
Speaker(s): Ray Corcoran

Break and Exhibits   |   14:45 - 15:00
Sessions   |   15:00 - 16:00

Discover all facets of adding apps to your client service mix. Our panel of experts will share tips for vetting, integrating and creating tech stacks for verticals, to help you be more productive and profitable using apps.

Track(s): Advisor
Speaker(s): Rob Barnes

From digital disruption to evolving client demands to competing in a global marketplace, change is our one constant. Learn the skills that will prepare you to lead and develop teams that flourish in our ambiguous, complex world.

Track(s): Advisor
Speaker(s): Marcus Crow

To grow profit you only have two choices, reduce expenses or grow revenue. Growing revenue is generally a lot more difficult due to market forces. In this session, John will show you the most efficient ways to acquire new customers by looking at sales and marketing through a modern lens. Anyone can advertise on Facebook, Google or hand out brochures in a mall. Learn how to ensure your marketing efforts translate into bottom line results on a consistent basis while avoiding costly mistakes. This interactive session will cover everything from how to choose the right marketing mix through to messaging strategies, creative production, sales techniques and the latest digital technology.

Track(s): Advisor, Small Business/Self-Employed
Speaker(s): John James

Too many businesses readily put effort, energy and expense into new prospecting avenues, instead of developing opportunities through relationships that already exist. In simple terms, the power of word-of-mouth is overlooked and underutilised. This presentation looks at how to talk powerfully about your work and use online and offline networking as an effective tool in your marketing activity. Specific topics will include:

  • understanding the path people take to become supporters,
  • the value and design of a statement that talks meaningfully about what you do,
  • and how to turn your networks into a promotional team for your business.

Track(s): Advisor, Small Business/Self-Employed
Speaker(s): Robert Gerrish

Break and Exhibits   |   16:00 - 16:30
Afternoon Keynote   |   16:30 - 17:30
Celebration   |   17:30 - 20:00

Day at a Glance

* More sessions coming soon. Sessions, speakers, and timing subject to change.

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