Start-ups and New Businesses Advisory Practitioners Program – Module 2: Finance Business Partnering
The demand for Chartered Accountant (CA) services from start-ups and new businesses is increasing, as are the expectations of them. This module is a part of the program that will equip you with the technical and professional skills that you need to become the leaders in start-up, scale-up, and new business advisory, and support services.
This second module focuses on Finance Business Partnering, which is undeniably one of the most important skillsets for accountants working with start-ups, scale-ups, and new businesses. Here, we look beyond routine budgeting and financial projections and start exploring practical aspects like financial discipline, business acumen, personality traits, financial modelling, mentoring, MIS and CFO advisory services.
Our first module focuses on the Start-up ecosystem and business life cycle, you can read more about it here.
Designed by CA Catalyst
CA Catalyst, Chartered Accountants ANZ’s Innovation Program, represents an opportunity for you to build new skills, tools, and connections, unlock and create growth opportunities, and embrace innovation and technology to keep pace.
Learning outcomes
Upon satisfactory completion of this module, you will be able to:
Benefits
Benefit from the practical insights and acquire the technical knowledge that you need to become a trusted finance business partner for the start-ups, scale-ups, and new businesses.
Our first module focuses on the Start-up ecosystem and business life cycle, you can read more about it here.
Designed by CA Catalyst
CA Catalyst, Chartered Accountants ANZ’s Innovation Program, represents an opportunity for you to build new skills, tools, and connections, unlock and create growth opportunities, and embrace innovation and technology to keep pace.
Learning outcomes
Upon satisfactory completion of this module, you will be able to:
- Outline the need for Finance Business Partnering and how you can support start-ups and new businesses beyond traditional and routine services.
- Explain the fundamentals of financial modelling.
- Explain the personality traits of a successful and trusted finance business partner.
- Explain how accountants can create value for the business with effective mentoring, and by promoting financial discipline.
Benefits
Benefit from the practical insights and acquire the technical knowledge that you need to become a trusted finance business partner for the start-ups, scale-ups, and new businesses.
Session one
Business acumen, beyond routine budgeting and financial projections, MIS, CFO Advisory
Presented by David Rosenthal CA
Session two
Business acumen, beyond routine budgeting and financial projections, MIS, CFO Advisory
Presented by Amela Kmetas CA
Session three
Financial discipline, financial modelling essentials
Presented by Anthony Anderson CA
Session four
Mentoring, personality traits
Presented by Mark Gell
Business acumen, beyond routine budgeting and financial projections, MIS, CFO Advisory
Presented by David Rosenthal CA
Session two
Business acumen, beyond routine budgeting and financial projections, MIS, CFO Advisory
Presented by Amela Kmetas CA
Session three
Financial discipline, financial modelling essentials
Presented by Anthony Anderson CA
Session four
Mentoring, personality traits
Presented by Mark Gell
David Rosenthal CA
Manager
David has been working in public practice since 2006, looking after a diverse range of clients across multiple roles from bookkeeping, accounting, and Not for Profit board roles. David brings a wide breadth of valuable accounting and business experience, providing him with the benefit of understanding all financial operations of a company – from the top-level decisions to processing transactions. David loves understanding each business's story shown in their financials and is always looking for the right answers and suggestions to ensure his clients reach their goals. His clients appreciate his genuine interest and enthusiasm in their business.
Anthony Anderson CA
Senior Business Advisor
Anthony has over 25 years of commercial experience in a variety of industries, including finance, healthcare, tourism, and education. His roles have included business development manager, business manager, business banker, management consultant, university lecturer, and freelance journalist. Anthony has held positions with KPMG, National Australia Bank, and Equifax.
In his role at NAB, Anthony was involved in facilitating complex commercial finance deals of up to $50 million. At global big data company, Equifax, Anthony worked for the Corporate Scorecard division, a boutique licensed rating agency, specialising in financial and commercial risk advisory services.
Anthony has been involved in securing both equity and debt for start-ups and small businesses. He has also been involved in establishing, managing, advising, and mentoring several small businesses, and is currently a mentor at Fishburners, within the Sydney Startup Hub.
As a freelance business writer, Anthony has had articles published in the Financial Review, Sydney Morning Herald, and Sunday Telegraph, as well as several industry publications.
Amela Kmetas CA
Director
Amela Kmetas is a Chartered Accountant, tax agent, small business advisor, and founder of Four Twelve Accountants.
Throughout her 10-year advisory experience, she has worked with small business owners providing tax advice, structuring and planning, management accounting, budgeting, and forecasting. Amela works with clients across the start-up phase to achieve growth and has developed an in-depth understanding of business and clients’ specific needs. By working closely with clients and helping them draw value from their figures and financial information, Amela remains focused on educating small business owners and assisting them to make informed decisions to achieve their business goals.
Mark Gell
Partner
With over 40 year’s experience in both the public and private sectors in Australia and internationally, Mark provides knowledgeable and pragmatic counsel on matters ranging from capital markets, strategy to corporate and issues management.
Mark has extensive capital markets experience, having managed the equity markets function for a number of top 50 Australian companies, with involvement in over $20 billion of transactions and having been involved in start-ups as an advisor and as a founder.
His corporate experience includes senior leadership team positions at Citibank, Australian National Industries, TNT, Boral, Telstra, OneSteel and Lend Lease, where he held international responsibilities. He has also advised international companies such as Thomson CSF, Hawker Siddeley, Lyonnaise des Eaux, Worley, Atlas Arteria Leightons, and many more. He currently advises a number of companies across the industrial, technology, bio-tech, property, education, and services sectors.
Mark has an Economics degree from the University of Sydney, an EMBA from the Australian Graduate School of Management, and also holds company director qualifications from the Australian Institute of Company Directors.
Manager
David has been working in public practice since 2006, looking after a diverse range of clients across multiple roles from bookkeeping, accounting, and Not for Profit board roles. David brings a wide breadth of valuable accounting and business experience, providing him with the benefit of understanding all financial operations of a company – from the top-level decisions to processing transactions. David loves understanding each business's story shown in their financials and is always looking for the right answers and suggestions to ensure his clients reach their goals. His clients appreciate his genuine interest and enthusiasm in their business.
Anthony Anderson CA
Senior Business Advisor
Anthony has over 25 years of commercial experience in a variety of industries, including finance, healthcare, tourism, and education. His roles have included business development manager, business manager, business banker, management consultant, university lecturer, and freelance journalist. Anthony has held positions with KPMG, National Australia Bank, and Equifax.
In his role at NAB, Anthony was involved in facilitating complex commercial finance deals of up to $50 million. At global big data company, Equifax, Anthony worked for the Corporate Scorecard division, a boutique licensed rating agency, specialising in financial and commercial risk advisory services.
Anthony has been involved in securing both equity and debt for start-ups and small businesses. He has also been involved in establishing, managing, advising, and mentoring several small businesses, and is currently a mentor at Fishburners, within the Sydney Startup Hub.
As a freelance business writer, Anthony has had articles published in the Financial Review, Sydney Morning Herald, and Sunday Telegraph, as well as several industry publications.
Amela Kmetas CA
Director
Amela Kmetas is a Chartered Accountant, tax agent, small business advisor, and founder of Four Twelve Accountants.
Throughout her 10-year advisory experience, she has worked with small business owners providing tax advice, structuring and planning, management accounting, budgeting, and forecasting. Amela works with clients across the start-up phase to achieve growth and has developed an in-depth understanding of business and clients’ specific needs. By working closely with clients and helping them draw value from their figures and financial information, Amela remains focused on educating small business owners and assisting them to make informed decisions to achieve their business goals.
Mark Gell
Partner
With over 40 year’s experience in both the public and private sectors in Australia and internationally, Mark provides knowledgeable and pragmatic counsel on matters ranging from capital markets, strategy to corporate and issues management.
Mark has extensive capital markets experience, having managed the equity markets function for a number of top 50 Australian companies, with involvement in over $20 billion of transactions and having been involved in start-ups as an advisor and as a founder.
His corporate experience includes senior leadership team positions at Citibank, Australian National Industries, TNT, Boral, Telstra, OneSteel and Lend Lease, where he held international responsibilities. He has also advised international companies such as Thomson CSF, Hawker Siddeley, Lyonnaise des Eaux, Worley, Atlas Arteria Leightons, and many more. He currently advises a number of companies across the industrial, technology, bio-tech, property, education, and services sectors.
Mark has an Economics degree from the University of Sydney, an EMBA from the Australian Graduate School of Management, and also holds company director qualifications from the Australian Institute of Company Directors.
EVENT DETAILS
Topic: Business Mindset, Corporate Finance, Future Focused
Sub-Topic: Business Planning & Analysis, Finance Management, Financial Planning & Advisory, Future of Business, Strategy
Format: Recorded Webinar
Proficiency Level: All
CPD: Upto 4 hours