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C h e c k l i s t o f I n f o r m a t i o n R e q u i r e d<br />
BEYOND ADVICE<br />
Annua l Strategic Plan ning Conf er ence │ 0
C h e c k l i s t o f I n f o r m a t i o n R e q u i r e d<br />
BEYOND ADVICE<br />
Annua l Strategic Plan ning Conf er ence │ 1
Partners & Accredited Advisers<br />
Annual Strategic Planning Conference<br />
22 nd – 25 th January 2018<br />
Day 1 & 2 – Partners<br />
Day 3 & 4 – Partners & Accredited Advisers<br />
Level 3, 50 York Street<br />
Sydney NSW 2000<br />
RSVP by 20 th December<br />
Email: admin@successionplus.com.au<br />
C h e c k l i s t o f I n f o r m a t i o n R e q u i r e d<br />
BEYOND ADVICE<br />
Annua l Strategic Plan ning Conf er ence │ 2
Agenda<br />
Day 1<br />
Jan 22<br />
Mon.<br />
11:00 am – 1:00 pm<br />
Partners’ Meeting<br />
• CEO report and update<br />
• Review of financial statements – 6 months to<br />
Dec 2017, PL vs budget, balance sheet<br />
• Big rocks<br />
1:00 pm – 2:00 pm (Lunch)<br />
2:00 pm – 3:00 pm<br />
PTP & ESOP Strategy<br />
3:00 pm – 3:30 pm (Afternoon tea)<br />
3:30 pm – 4:30 pm<br />
Accredited Adviser program management<br />
4:30 pm – 5:30pm<br />
• www.succession.exchange<br />
• MNA Direct<br />
5:30 pm – 6:30 pm<br />
SME Valuation strategy (Working dinner)<br />
Day 2<br />
Jan 23<br />
Tue.<br />
9:00 am – 10:30 am<br />
Client service levels<br />
10:30 am – 11:00 am (Morning tea)<br />
11:00 am – 12:00 pm<br />
Partners’ remuneration review<br />
12:00 pm – 3:30 pm<br />
Lunch with Macquarie<br />
3:30 pm – 4:30 pm<br />
Marketing strategy & key metrics<br />
C h e c k l i s t o f I n f o r m a t i o n R e q u i r e d<br />
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Agenda<br />
Day 3<br />
Jan 24<br />
Wed.<br />
11:00 am – 12:00 pm<br />
Welcome and introduction<br />
12:00 pm – 1:00 pm (Lunch)<br />
1:00 pm – 2:30 pm<br />
Guest Speaker – Bill Hovey<br />
The Psychology of Succession<br />
2:00 pm – 3:00 pm (Afternoon tea)<br />
3:00 pm – 4:30 pm<br />
Guest Speaker – Paul Cilia, Macquarie<br />
Funding Options for Professional Services<br />
4:30 pm – 6:00pm<br />
6-month Management Buyout Program<br />
Craig West<br />
6:00 pm (Team Dinner)<br />
Day 4<br />
Jan 25<br />
Thu.<br />
10:30 am – 12:00 pm<br />
Guest Speaker – David Masters<br />
www.succession.exchange<br />
12:00 pm – 2:30 pm<br />
Thomas International tools and training<br />
Sam Walters<br />
2:30 pm – 3:00 pm (Afternoon tea)<br />
3:00 pm – 4:30 pm<br />
M&A Process<br />
Michael Vincent<br />
4:30 pm – 5:00 pm<br />
90-day Plan<br />
Close<br />
Craig West<br />
C h e c k l i s t o f I n f o r m a t i o n R e q u i r e d<br />
BEYOND ADVICE<br />
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p 1300 665 473<br />
e admin@successionplus.com.au<br />
w www.successionplus.com.au<br />
Head Office<br />
Level 3, 50 York Street<br />
Sydney NSW 2000<br />
facebook.com/SuccessionPlus<br />
twitter.com/SuccessionPlus<br />
linkedin.com/company/succession-plus<br />
C h e c k l i s t o f I n f o r m a t i o n R e q u i r e d<br />
BEYOND ADVICE<br />
Annua l Strategic Plan ning Conf er ence │ 5
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