Practice Management
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The Premium Online SA Accounting Event Series

CPD Hours: 11

Price: R575.00


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Title / Topic

The Premium Online SA Accounting Event Series


Learning objectives

By the end of this event the participant should:

  • Be equipped with real, implementable ideas that will make an instant impact on their practices.
  • Understand practical & powerful success strategies for accountants.
  • Immediately be ready to implement strategies that give rapid and real results.

DAY ONE

Day One

Strategy

Topic

Knowledge

Speaker

8:30am

Welcome

The Diamond Standard

Event Overview and Structure.

What is the Diamond Standard and Why it Matters to Your Practice in 2021.

Martin Bissett

 

Intellectual Capital

(New Concepts, Added-value Services)

 

9:00am

 

Land 2 New Clients a Month with a Killer LinkedIn Profile

Discover how to write a LinkedIn profile that sells your added-value services while automatically generating new clients – who, by the time they connect, are salivating to buy these services from you.

James Molfetas (ZA)

9:30am

 

Your Best Clients: from neglect to nurture

As a profession, we spend a lot of time, energy, and money chasing that next client. All the while, the money is buried in our practices as we ignore our current amazing clients. Discover a simple strategy to nurture your relationships with existing clients using Cash Flow as a conversation starter to creating real added-value. The power benefit is growing your own revenue while working fewer hours.

Jeff Borschowa (Canada)

 

 

 

10:00am

 

Global Perspective with Local Relevance: revenue streams for accountants

Explore a multitude of revenue streams that are in high demand by your clients, are easy to sell, and will boost your accounting practice.

 

James Molfetas & Martin Bissett

 

10:30am

 

The Mentalist

Multi award-winning mentalist and illusionist.

 

Larry Soffer

10:35am

 

Exhibitor Break

Visit The Premium Exhibitor Hall

 

 

 

 

 

 

 

 

Social Capital

(Practice Development, Marketing, Business Development)

 

11:00am

 

The Mentalist Short Performance

Multi award-winning mentalist and illusionist.

Larry Soffer

11:10am

 

Finding your Niche

The greatest secret hidden in plain sight is to narrow your market by specialising in a specific niche or industry.  This is often counter-intuitive to accountants who think that because they can service everyone that they should.

Learn how to become a big fish in a small pond while dealing with people that you actually like – who will appreciate you and pay you more than you ever dreamed possible.

 

Carl Reader (Eng)

                 

 

 

11:40am

 

The 7 Avenues of New Fees

The beautiful thing about being an accountant, up to now, is that there has been very little economic imperative to be proactive. The firm, and indeed the profession, are built upon a recurring fee model that removes the need to hunt and kill that most of our clients have to do to make their payroll commitments each month. No wonder, then, that so many business owners see the accountant as the ‘necessary evil’ as opposed to the ‘company asset’. Educating your market on why you are a superior choice to the alternatives open to them prepares you for a race to the top of price in extra work orders (known as EWOs).
The above is all well and good, but where do you actually begin to find those business who are both receptive to a conversation about engaging you for more than just compliance work AND have the money to spend on it? There are only seven avenues to pursue when reigniting or finding new clients to work with.
Join Martin to not only find out what those 7 avenues are but to begin immediately to build your pipeline of future fees.

Martin Bissett (Sco)

12:20pm

 

Principles of Engagement

How to set your practice up for success through ethical practices and good quality management.

Creating an excellent product, delivered to the right clients for you.

Caryn Maitland (ZA)

 

 

12:50pm

 

Lunch Break

 

 

 

 

 

 

 

 

Technological Capital

(Software, apps, workflow etc)

 

 

1:20pm

 

The Mentalist Short Performance

Multi award-winning mentalist and illusionist.

Larry Soffer

1:30pm

 

Digital Change to Drive Greater Client Experience

Accountants need to get their heads out of the sand to embrace technology…for their client’s sake.

If you do, you will become more efficient, work less hours and free up valuable time to spend with your clients so you can build relationships that are being destroyed in the modern world.

That is how you retain clients forever and get them to pay you top dollar. Will is about to show you how!

Will Farnell (Eng)

2:00pm

 

CRM vs Relationship Intelligence

The importance of Relationship Intelligence and why CRM systems struggle to cope with and maintain real-time data.

Understand the components of CRM that work well and those that don’t.

Discover how relationship intelligence can complement and enhance an existing CRM platform.

Explore the key elements of relationship intelligence to manage change, meet communication goals, avoid missed opportunities and maximise cross-sell opportunities.

Brian Coventry (Aus)

                 

 

 

2:30pm

 

Tech Talk

Turn tech-fear into tech-friendly. Discover the best software and tech solutions available to accountants today. Understand how automation creates a more effective practice, increases productivity, improves client service and makes an immediate positive impact on your bottom line.

 

Willem Haarhoff (SA)

3:00pm

 

Exhibitor Break

Visit The Premium Exhibitor Hall

 

 

 

 

 

 

 

Human Capital

(Recruitment, Retention, Leadership, Career path)

 

 

3:10pm

 

The Mentalist Show

20 mins

 

3:30pm

 

Leadership Pains: Learn to Grow During and Through the Pain of Leadership

Pain is the classroom of growth. There is no growth without change, no change without loss, and no loss without pain. Discover how to raise you pain threshold so that you can reach higher goals.

Leadership and pain are inseparable. We are challenged to lead in and through pain. Learn to embrace this pain, and, more importantly, to grow during and through the pain of leadership.

Max Moyo (ZA)

4:00pm

 

Asking yourself a Better Quality Question: Not How – Who?

There is an exciting mind shift occurring globally and that is the connection of values rather than skills or services. Mastering this process not only defines you as a 21st Century Accountant but builds your winning team as they follow their leader. Finally, discover why You are your most important Who – taking leadership to a new level.
 

Des O’Neil (IRL)

4:30pm

 

S.T.A.R. Training: Creating a Culture of accountability

Create a unique culture with clear expectations and purpose. Discover the 4 best ways to motivate and celebrate your employees.

Establish 3 steps to build employee accountability.

Support the back office as they support you.

Roger Knecht (USA)

5:00pm

 

Exhibitor Break

Visit The Premium Exhibitor Hall

 

 

 

 

 

 

5:20pm

Closing Remarks with Max Moyo (ZA)

 

5:30pm – 6:30pm

Virtual Cocktail Party

Networking: Post your business card – meet 2000 of your closest friends

 

Singer: Jacques Terreblanche

 

 

DAY TWO: 20 11 2020

Day Two

Workshop

Topic

Knowledge

Speaker

8:30am

Welcome

Reach your Diamond Standard

How to use The Premium IP to Reach and Implement The Diamond Standard in Your Practice

Martin Bissett

Day Two

Workshop

Topic

Speakers

9:00pm

Intellectual Capital

Q&A | Live speaker/audience interaction

James Molfetas (ZA); Jeff Borshowa (Can); James Molfetas & Martin Bisset.

09:45am

Exhibitor Break

10:00am

Social Capital

Q&A | Live speaker/audience interaction

Carl Reader (Eng); Martin Bissett (Sco); Caryn Maitland (ZA)

10:45am

Exhibitor Break

11:00am

Technological Capital

Q&A | Live speaker/audience interaction

Will Farnell (Eng); Brian Coventry (Aus); Willem Haarhoff (SA)

11:45am

Exhibitor Break

12:00pm

Human Capital

Q&A | Live speaker/audience interaction

Max Moyo (ZA); Roger Knecht (USA); Des O’Neil (IRL)

1:00pm

Closing Remarks

Diamond Standard and MAPS Launch

Martin Bisset

Max Moyo

1:30pm

Exhibition Hall Opening for 2021

Max Moyo

 

What's Included:

1 The Premium - The Diamond Standard

This event forms part of the Premium Online SA Accounting Event. The first session is presenter by Martin Bissett (Scotland) covering the Diamond Standard and Why it Matters to Your Practice in 2021.


1 Hours | R195.00
Martin Bissett (Scotland) -

2 The Premium - Land 2 New Clients A Month With A Killer Linkedin Profile

Event overview and structure  Discover how to write a LinkedIn profile that sells your added-value services while automatically generating new clients – who, by the time they connect, are salivating to buy these services from you.


1 Hours | R195.00
James Molfetas CA(SA) -

3 The Premium - Your Best Clients From Neglect To Nurture

Event overview and structure  As a profession, we spend a lot of time, energy, and money chasing that next client.  All the while, the money is buried in our practices as we ignore our current amazing clients.  Discover a simpl e strategy to nurture your relationships with existing clients using Cash Flow as a conversation starter to creating real added-value. The power benefit is growing your own revenue while working fewer hours.


2 Hours | R195.00
Jeff Borschowa -

4 The Premium - Global Perspective With Local Relevance Revenue Streams For Accountants

Event overview and struture Explore a multitude of revenue streams that are in high demand by your clients, are easy to sell, and will boost your accounting practice.


1 Hours | R195.00
James Molfetas CA(SA) - , Martin Bissett (Scotland) -

5 The Premium - The Mentalist

Multi award-winning mentalist and illusionist.


1 Hours | R195.00

6 The Premium - The 7 Avenues Of New Fees

Event overview and structure  The beautiful thing about being an accountant, up to now, is that there has been very little economic imperative to be proactive. The firm, and indeed the profession, are built upon a recurring fee model tha t removes the need to hunt and kill that most of our clients have to do to make their payroll commitments each month. No wonder, then, that so many business owners see the accountant as the ‘necessary evil’ as opposed to the ‘company asset’. Educating your market on why you are a superior choice to the alternatives open to them prepares you for a race to the top of price in extra work orders (known as EWOs). The above is all well and good, but where do you actually begin to find those business who are both receptive to a conversation about engaging you for more than just compliance work AND have the money to spend on it? There are only seven avenues to pursue when reigniting or finding new clients to work with. Join Martin to not only find out what those 7 avenues are but to begin immediately to build your pipeline of future fees.


1 Hours | R195.00
Martin Bissett (Scotland) -

7 The Premium - Principles Of Engagement

Event overview and structure  How to set your practice up for success through ethical practices and good quality management. Creating an excellent product, delivered to the right clients for you.


1 Hours | R195.00
Caryn Maitland

8 The Premium- The Mentalist

Multi award-winning mentalist and illusionist.


1 Hours | R195.00

9 The Premium - Digital Change To Drive Greater Client Experience

Event overview and structure  Accountants need to get their heads out of the sand to embrace technology…for their client’s sake. If you do, you will become more efficient, work less hours and free up valuable time to spend wit h your clients so you can build relationships that are being destroyed in the modern world. That is how you retain clients forever and get them to pay you top dollar. Will is about to show you how!


1 Hours | R195.00

10 The Premium - Crm Vs Relationship Intelligence

Event overview and structure  The importance of Relationship Intelligence and why CRM systems struggle to cope with and maintain real-time data. Understand the components of CRM that work well and those that don’t. Discover how re lationship intelligence can complement and enhance an existing CRM platform. Explore the key elements of relationship intelligence to manage change, meet communication goals, avoid missed opportunities and maximise cross-sell opportunities.


1 Hours | R195.00
Brian Coventry (Australia) -

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