Driving Business Efficiency | Powered By CA Catalyst

Is efficiency a focus area for your firm this year? This series is designed to support members in public practice with their operational effectiveness.

During consultations with members in Public Practice in July 2022, driving business efficiency was highlighted as a priority for many firms to address talent shortages and improve productivity. 

With those challenges in mind, CA Catalyst has designed a 5-part efficiency masterclass series to support Public Practitioners by improving their operational effectiveness, to address talent shortages and enhance productivity.  

What sets efficient practices apart is how they approach challenges, the tools they use to enact change, and the structures and systems they have in place.

Benchmarking your Firms' Efficiency Capabilities
How does your firm’s efficiency measure up against accounting firms around the world? If you’re curious to know if your business is a leader or laggard, this session is the best place to start. 

In this masterclass, you will benchmark your business practices against 1,000 accounting firms around the world and identify focus areas and learn best practices from those leading the way in process, technology and operational management efficiency.

The 6 Part Formula to Efficiently Scale your Firm
A challenge for many firms is increasing revenue whilst keeping costs down. So how do you scale an accounting firm whilst considering healthy profit margins, operational processes and a systemised business model? 

This masterclass will provide you with an actionable 6 step process with tips and tricks on how to ensure your accounting firm is built to scale – effectively and efficiently.

Time is Money – The Impact of Data Management 

Small to Medium Practices spend approximately 2.2 hours a day collating, organising and curating data across client and practice applications - survey by The Access Group, 

Internal processes and interconnections between tools can only be harnessed to its full potential when the data is collected and converted effectively to support business objectives. 

This masterclass will walk you through a step-by-step on how to implement and drive your data management strategy from start to finish. 

If you are interested in finding out your current costs of maintaining data accuracy, use this data integrity tool by Clarity Street.

Unlocking Automation Secrets – The Best Practice Guide

Getting automation right can pay handsome rewards through efficiency and elevate employee satisfaction. However, getting it wrong can be quite costly and painful, which is why many accounting firms have been resistant to change despite the frustration and drain on team capacity. 

The masterclass will focus on giving you a practical step by step approach to identifying and prioritizing automation opportunities that will deliver the highest impact and return on investment for your business, including best practice implementation methods used by high-performing firms. 
Streamlining your Client Engagement and Management Strategy 

Through our consultation with accounting leaders, client engagement and collaboration was single-handedly identified as the biggest area of improvement.  

In this masterclass, Alan Fitzgerald will leverage his 23 years of experience in consulting with accounting firms, to help you understand how to drive positive client engagements through key elements of the client journey with your practice. 

Benchmarking your Firms' Efficiency Capabilities
Speaker: Ian Vacin - Co-Founder & Chief of Partnerships, Karbon
Ian Vacin is the Co-Founder and Chief of Partnerships at leading practice management platform, Karbon. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognised expert, innovator, and teacher.

The 6 Part Formula to Efficiently Scale your Firm
Speaker: Ryan Lazanis CA, CPA, Founder, Future Firm
Ryan Lazanis, CA, CPA founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Following its acquisition in 2018, Ryan started Future Firm which provides coaching, community and training to help accountants quickly scale a systematic firm of their own that improves their lifestyle. 

Time is Money – The Impact of Data Management
Speaker: Amy Holdsworth, CEO, Clarity Street
Amy started Clarity Street in 2015, with the conviction that by using the right software, simplifying processes and engaging teams, practices could really soar. 
For over 10 years, Amy has gained vast experience within the accounting industry, sharpening her expertise as Practice Manager at multiple firms. 

Unlocking Automation Secrets – The Best Practice Guide
Speaker: Melissa Voss CA, Co-Founder, FuseWorks
Melissa Voss has been a Chartered Accountant for 15 years but working in the industry for the past 25 years, and now wears that hat as Co-Founder and Head of Clients and Partners at FuseWorks –focusing on smart automation platforms for accountants.  

Speaker: Francois Henrion, Co-Founder, Paytron
Francois Henrion is co-founder of Paytron, a global payments platform built for businesses and accountants. Prior to founding Paytron, Francois worked in global investment banking for over 20 years and is a certified Chartered Accountant. In 2020, Francois took the leap to build Paytron and create an all-in-one cloud-based payments platform to replace multiple systems and simplify the way businesses and their accountants pay and get paid.

Speaker: Jaco Veldsman, Co-Founder, Paytron
Jaco Veldsman is co-founder of Paytron, a global payments platform built for businesses and accountants. Prior to founding Paytron, Jaco spent 12 years working around the world in banking and finance positions before settling in Australia, where after a few years in banking, he became the Chief Revenue Officer of ABN AMRO - APAC and then, later, the CEO of Epoch Capital (UK).

Streamlining your Client Engagement and Management Strategy
Speaker: Alan FitzGerald, The Software Whisperer, Practice Connections Advisory
Firms from sole-practitioners to multinational Big-4, small business to multinational corporations engage Alan to tell them what they don't know about accounting technology. He is recognised as one of the most experienced advisors in Australia for tax and accounting technology and is engaged locally as well as internationally for his knowledge in this field - a client named him ‘The Software Whisperer’, a moniker that has gained worldwide recognition.


Topic: Future Focused

Sub-Topic: Future of Business, Leadership, Operational Excellence, Personal Effectiveness, Project Management, Strategy

Format: Recorded Webinar

Proficiency Level: All

CPD: Upto 7.5 hours