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In-house Customised Young Guns Workshop

You don’t have to become a business coach to help your SME clients

Our popular Young Guns Workshop can now come to your firm. Work with Mark and David to design a program for your emerging managers, supervisors and accounting team members to develop their knowledge of the business of accounting firms.

Objectives & goals:

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    Unlock your team’s potential to create greater personal and firm success in the future

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    Develop the skills and knowledge to become a future leader in the profession

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    Deliver exceptional client service unchallenged in the industry

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    Develop and enhance your presentation skills to get the right message across to clients

  • Learn how to leverage the latest technology in your firm

  • Develop diversified income streams in your practice that will really excite clients

View a sample program below, of what your day can look like.

9:00 - 9:10AM

Welcome and Introduction of the day

9:10 - 10:10AM

The challenges young managers have in managing their team and how to overcome them

For many, the biggest challenge in moving to a leadership position is the management of people. How to motivate them, how to coach them, how to improve their performance. In this session, David will review the mistakes he often sees young management make and will provide practical and pragmatic suggestions to avoid the pitfalls and become a great manager. 

10:10 - 11:10AM

How to create great client conversation to deepen relationships and develop service opportunities

The key to building a long-term trusted relationship with a client is to develop the skills to have quality client conversations. Conversations that unlock a client’s deep-seated concerns about their business, their family and their finances provide the platform for you to build longer term relationships and expand your service offerings.

11:10 - 11:30AM

Morning tea

11:30AM - 12:30PM

Your role in re-engineering your firm to improve efficiency and client service

Many firms have been doing things the same way for years. What is often needed is a shake up - to think differently. This is what young leaders can bring to the table to improve the firm efficiencies.

12:30 - 1:15PM


1:15 - 2:15PM

Building exceptional client service in the firm

Exceptional client 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 to Disney University in Anaheim to undertake the Exceptional Leaders, Recruitment, Selection and Training, and Exceptional Customer Service programs that can be articulated to an accounting firm.

2:15 - 3:15PM

How to structure and conduct your clients’ management meetings

The most obvious business advisory service is to become part of your client’s management meetings. Most clients do not run them well. This session will equip you with the knowledge, draft agendas and meeting structures to ensure your client’s management meetings are well run and you can make a positive contribution.

3:15 - 3:30PM

Afternoon tea

3:30 - 4:30PM

DISC analysis workshop

The DISC model provides a common language that people can use to better understand themselves and to adapt their behaviors with others — within a work team, a client relationship, a leadership position, or other relationships. This session will focus on how DISC can be applied to your team and discuss the results of the DISC analysis performed before the training day.

4:30 - 5:20PM

Open Forum - Bring your questions and challenges and workshop

Every young practice leader has their own unique set of challenges. This session is the opportunity to discuss openly with your peers and the experienced Smithink team your issues and concerns.

5:20 - 5:30PM

Summary and close

Contact us to discuss your particular requirements and let us put a customised workshop together for your team.

Download a PDF of the details including the program.

Investment for your firm:

Minimum number of attendees is 10

$500 per person (GST inc) plus travel costs (ex Sydney)

Join Us

At Smithink our passion is assisting accounting firms to achieve improved practice performance, enabling increased productivity and profits.