Events

Getting the right structure and process to deliver more advisory services in 2020

To build an ongoing lucrative business advisory service in your firm, you need to address four key questions; Do I have the right structure in my firm and if not what do I need to do?What infrastructure changes do I need to make to ensure I have the right people and the right levels doing…
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Another year of change in financial planning

Is your firmed positioned to capitalise on the disruption?
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Building exceptional customer service in your firm

Exceptional customer service is an ongoing challenge for accounting firms as well as your client’s businesses. This session will focus on the hugely successful Disney management model of “on stage and off stage” service delivery and “over managing” through attention to detail that drives performance success. Experiences will be shared from a recent US trip…
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Paperless yet? Why not?

If you want to re-engineer your processes you need a goal. Perhaps that goal is to now eliminate the paper in your firm. It is possible – an increasing number of firms have been doing it. It needs a commitment to process change and a variety of technology solutions. Hear how firms have achieved the…
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