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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 />
BEYOND ADVICE<br />
Annua l Strategic Plan ning Conf er ence │ 3
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