Page 4 - January 2018 Conference Invite
P. 4

Agenda

                                 11:00 am – 1:00 pm

           Day 1                 Partners’ Meeting
                                     •
                                        CEO report and update
          Jan 22                     •   Review of financial statements – 6 months to
                                        Dec 2017, PL vs budget, balance sheet
          Mon.
                                     •   Big rocks
                                 1:00 pm – 2:00 pm (Lunch)

                                 2:00 pm – 3:00 pm
                                 PTP & ESOP Strategy

                                 3:00 pm – 3:30 pm (Afternoon tea)

                                 3:30 pm – 4:30 pm
                                 Accredited Adviser program management

                                 4:30 pm – 5:30pm
                                     •   www.succession.exchange
                                     •   MNA Direct

                                 5:30 pm – 6:30 pm
                                 SME Valuation strategy (Working dinner)



           Day 2                 9:00 am – 10:30 am
                                 Client service levels

          Jan 23                 10:30 am – 11:00 am (Morning tea)
           Tue.
                                 11:00 am – 12:00 pm
                                 Partners’ remuneration review

                                 12:00 pm – 3:30 pm
                                 Lunch with Macquarie

                                 3:30 pm – 4:30 pm
                                 Marketing strategy & key metrics


        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





        BEYOND ADVICE                        Annual Strategic Planning Conference │ 3
   1   2   3   4   5   6