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Small Firm Big Impact: How CAs can unlock value creation for growth organisations


Aimed at public practice firms looking to access new business by ascertaining the ability to play a hands-on role in driving success within start-ups, scale-ups and growth organisations. The panel discussion will aim to provide advice and direction in how to advise for growth in current or new clients.
The panel session will be topped and tailed with a networking session between CAs and these growth companies as well as individual speeches by the panellists on their respective firsthand experiences in advising for growth.

Key focus areas:
  • Needs of the modern day start-ups, scale-ups and Small Medium Enterprises e.g cashflow management and capital raising readiness.
  • Skills, tools and connections to enable CAs to unlock value creation.
  • Best practices in building value enhancing business models.
Learning outcomes:
  • Discovery of advisory capacity for growth of your current or new clients
  • Knowledge of key needs of growth companies
  • Comprehension of CAs technical skills that are applicable to these growth companies needs
  • Exposure to new skills that can be developed on top of technical skills so that client service offering can be expanded
  • Genuinely helpful and practical  tips on best practices to begin or continue on such a journey
  • Clarity on potential challenges and roadblocks
  • Understanding on how to bring staff and clients on the journey, while supporting the change management process
  • Exposure to new and exciting organisations who are either shaping the accounting industry or the industries of their clients

It is a live use case experience of how accountants have accessed new markets by providing value to the growth phase of emerging businesses. 

Agenda: 
4:45 - 5:00pmRegistration commences
5:00 - 5:30pmNetworking with likeminded CAs and start-up founders 
5:30 - 6:00pmWelcome and panellists introductions
6:30 - 7:00pmFacilitated panel discussion followed by Q&A
7:00 - 7:30pmNetworking with likeminded CAs and start-up founders
4:45 - 5:00pmRegistration commences
5:00 - 5:30pmNetworking with likeminded CAs and start-up founders 
5:30 - 6:00pmWelcome and panellists introductions
6:30 - 7:00pmFacilitated panel discussion followed by Q&A
7:00 - 7:30pmNetworking with likeminded CAs and start-up founders




 

John Stewart FCA - Facilitator
Managing Director
KPI Consulting

Stacey Price CA
Financial Coach, Accountant & Entrepreneur

Healthy Business Finances

Steven Watson CA
Managing Director

National Audits Group

Jack Qi CA
Director of Tax Services

William Buck

Derek Condell
Managing Director

Mafematica Pty Ltd

Debra Taylor
Founder & COO

OpenSparkz

Stone & Chalk  
Level 4, 11 York Street
Sydney NSW 2000

EVENT DETAILS


Topic: Business Mindset

Sub-Topic: Finance Management, Financial Planning & Advisory, Strategies for Success

Format: Workshop

Proficiency Level: All

CPD: 1 hours