Educational Events
We understand you are busy, so our quarterly educational events are held over a half day to allow you time to get back into the office in the afternoon. Our sessions also include a networking lunch, providing you with the opportunity to catch up with your peers over a gourmet hot buffet lunch.
May Educational Event - 19th May 2011 (download our print friendly May Event flyer)
These practical sessions will allow you to drive strategic and operational initiatives related to forecasting and tax planning - saving your organisation time and money via efficiency gains, enhanced reporting & tax effective structuring.
9.00am – 12.30pm
Session One - Implementing the Rolling Quarterly Forecast [RQF]
Presented by John Petty: International expert, author and business coach
1.30 – 2.30 pm
Session Two - Corporate Structuring in a Tax Effective Way
Presented by Simon Rutherford & Darren Shone, Business Services & Taxation Partners, Lawler Partners
August Educational Event - 25th August 2011 (download our print friendly August event flyer)
This event will provide practical tips on working with Boards as well as focusing on the key governance function of risk management.
9.00am – 12.00pm
Session One - Working with Boards
Presented by Stephen Howell, Effective Governance Pty Ltd
1.00pm – 2.30 pm
Session Two - Risk Management & Understanding your Board’s Risk Appetite
Presented by James Beck, Effective Governance Pty Ltd
November Educational Event - 23rd November 2011 (download our print friendly November event flyer)
This event will explore the evolving role of CFOs in today's economic climate, the state of the Hunter's labour market and risk management considerations for owners of SMEs. The event is also a chance for Finance Professionals to accrue CPE points.
12.30pm - 1.30pm
Networking lunch
1.30pm – 2.30pm
Session One – The Evolving Role of the CFO
Three prominent Hunter and Central Coast Chief Financial Officers will lead a panel discussion tackling the big issues facing CFOs including, competencies required of today's CFO, emerging trends in the future role and the businesses they represent in today's economic climate.
The three CFOs making up our panel are:
- Ian Rennie - Ampcontrol
- Lisa Evans - Mingara Recreation Club
- Paul Douglas - Compass Housing
2.30pm - 3.30pm
Session Two - Trends in the CFO labour market
Presented by Sally Bartley from peoplefusion, this session will provide a snapshot of the current labour market for finance professionals and likely trends.
Sally will cover:
- Current labour market trends within the Hunter region for finance professionals in commerce
- Attracting the right people to your finance team
3.30pm - 4.00pm
Afternoon tea
4.00pm - 5.00pm
Session Three - Hot topic: Managing financial risk for SMEs
Finance professionals from Lawler Financial Services, Chris Davis and Craig Sawyer, will address financial planning considerations for owners and operators of SMEs, including:
- Succession planning
- The 3 stages: corpoate and personal life
- The 2 part process: agreement and funding
- Case study: before and after of business succession planning and the impact on business and personal finances
- Designing a Risk Protection Plan to complement your buy/sell agreement
