This is a past event. Registration is closed. View other A Country Practice Accountants Group events.
Kate Munari
Keynote SpeakerKate joined the Royal Australian Navy at the age of 18, through the Australian Defence Force Academy and completed a Bachelor of Science degree. Qualifying as a helicopter pilot in 2006, her skill and dedication to flying led to her being selected for a four and a half year posting to the Royal Navy, UK. There, Kate flew as part of Commando Helicopter Force (CHF) who fly in support of the Royal Marine Commandos.
Kate served in Afghanistan three times as part of CHF, flying day and night, in all weather conditions as aircraft captain and formation commander. She led teams in some of the toughest conditions any workplace can present.
“On several occasions, Kate’s aircraft came under enemy fire and she was responsible for making the tough decisions as to what to do in those critical moments.”
Having been in the military for over 15 years, Kate has added a new dimension to her professional life. Keen to share her experiences with others, Kate will inspire and motivate audiences to overcome challenges and achieve their goals.
Mark Holton
Director of Smithink- What other firms are doing in diversified value added service offerings
- Mark Holton and Sponsor (SproutAg) Breakout Session
Mark Holton, FCPA, has more than 35 years’ experience as an Accountant and Tax Agent in practice. Mark is a Director of Smithink and Smithink Advisory.
Mark has developed specialised skills in corporate presentations and training with extensive experience in both private and public sector industries in Australia, New Zealand, United Kingdom and North America.
He is also a respected consultant in taxation and business management, in particular value-added services implementation and administration using key business advisory systems and software.
Mark is a lively and entertaining speaker, whether as a keynote addressing large audiences, the facilitator of a Partner Retreat or Conference, or the leader of Professional Development course. His engaging speaking style means that his audiences are always alert and entertained at his events.
Mark holds a Master of Commerce Degree as well as several post graduate qualifications in accounting and management. He also has a Degree in Adult Education and an Advanced Diploma of Financial Planning.
Mark is a Board Member and is Honorary Treasurer of Ronald McDonald House Greater Western Sydney a role he has held for over 25 years. He is also the 15-year Founding Chairman and Director of Audit and Finance of the NSW Central Coast Academy of Sport.
Amanda Kenafake
CEO and Executive Director of Power TynanAn innovative, dynamic and highly energetic business facilitator with a proven ability to identify and capitalise on business opportunities.
A driven individual, comfortable in handling key accounts whilst exceeding service expectations. Possesses an outstanding track record of understanding, defining and shaping customers' needs.
Pro-active with a proven ability to improve processes and people by promoting best practice procedures. This has been recognised by being awarded not only the Executive of the Year but also the AccountantsDaily Excellence Award at the 2015 Australian Accounting Awards.
Craig West
Founder and Executive Chairman of SuccessionCraig West is a strategic accountant with over 20 years of experience advising
business owners. His background as a CPA in public practice has provided
invaluable experience in the key issues of concern to business owners.
Following 6 years of study to gain two master's degrees, Craig focused on
Capital Gains Tax (CGT) for business sales advising on strategic management
of taxation issues. This experience formed a strong view that most business
owners (and often their advisers) were unprepared and unaware of the steps
required to prepare for an exit.
Craig now acts as a strategic business and financial mentor for mid-market
business owners and has written four critically acclaimed books educating business owners on employee
incentives, succession planning, asset protection and exit strategies. Craig has conducted numerous seminars
and keynote presentations throughout Australia & internationally, including adviser education programs for
the CAANZ, Family Business Australia, IOOF, Macquarie bank and CPA Australia, and is a sought-after
presenter.
In March 2014, Craig was appointed Executive Chairman of the SME Association of Australia, Australia’s
largest small business organisation representing over 300,000 business owners.
In October 2014, he was awarded the Exit Planner of the Year at the Exit Planning Institute Annual
Conference in Texas, USA, due to his innovative development of an exit planning process to help business
owners maximise business value and achieve a successful exit.
Craig’s proprietary structure - a Peak Performance Trust - has won the Australia-wide award for the
Employee Share Ownership Plan of the year twice in four years.
In November 2018, Craig launched SME Experts in partnership with Mark Bouris’ Mentored on Podcast
One and quickly grew the monthly podcast audience to over 26,500 downloads; in October 2019, he
released a new podcast focused on medium-sized businesses - Mid-Market Matters.
In July 2021, Craig joined the NSW Committee for STEP (Society of Trust & Estate Practitioners) –
focusing on advising families across generations.
Craig has also launched a SaaS platform, Capitaliz (which captures the 21-step process), to assist other
advisers internationally deliver advisory services at scale.
In November 2021, Craig was appointed Executive Chairman of NSW Leaders, a business mentoring group
for leading NSW businesses.
In July 2022, Craig West received the award of Doctor of Business Administration for his research thesis
titled “Examination of the key factors driving business exit options in Australian Small and Medium
Enterprises.” Craig is passionate about encouraging business owners to think strategically, maximise the
value of their business and achieve a successful exit.
Danette Fenton Menzies
Director of Learning at Magical LearningDanette is Director of Learning for Magical Learning. She is a Chartered Accountant and Executive coach with over thirty years’ experience in both the private and public sectors including CFO at SafeWork Australia.
For the past twenty-five years Danette has run training and consulting companies with her husband focusing on leadership and finance. Her work includes facilitating and coaching across the globe.
Danette lives on her farm near Gundagai, NSW and loves to learn and travel.
Peter Bobbin
Consultant Lawyer at BobbinPeter Bobbin
LLB, Bcom, MTax, CTA, TEP
Peter Bobbin’s first professional experience was as an auditor in Australia and the UK after which he became a taxation accountant. That is when he learned of a love for taxation law and went on to become a part-time masters lecturer at the University of Western Sydney.
A lawyer since 1988, Peter is a frequent commentator on the law and today is a Consultant Lawyer who still provides practical advice and strategies for clients.
Peter is a Notary Public and was recognised by the Taxation Institute as the 2015 Tax Adviser of the Year (sme).
Tom Delany
Tax Partner Pty LtdTom Delany, is the principal of Tax Partner Pty Ltd, which provides tax training, and tax consultancy services to accounting and legal firms including a wide range of tax advisory services such as high-level tax planning in addition to preparing tax advices, private ruling requests and objections on a variety of tax related topics. Tom holds a Master of Taxation from the University of New South Wales, a Bachelor of Business (with Distinction) from the University of Southern Queensland, is Fellow Chartered Accountant (FCA), Fellow of the Institute of Public Accountants (FIPA), Tax Agent and a Chartered Tax Adviser (CTA). Tom was the recipient of the 2019 SME Tax Advisor of the Year Award from the Taxation Institute.
Simon Campbell
Head of Carbon Offsets & Biodiversity at Integrity Ag & EnvironmentSimon is the head of carbon offsets and biodiversity at Integrity Ag and Environment, a specialist provider of sustainable agriculture and environmental research and advisory services. Simon has spent his career working with producers to incentivise best practice and strike a balance between production and the environment, and has a wealth of knowledge in environmental and biodiversity markets. Prior to Joining Integrity Ag in 2022 Simon was managing the western region of NSW for the Biodiversity Conservation Trust, NSW’s biodiversity market regulator. Within that role Simon managed the approvals and on-going support for Biodiversity Stewardship sites in western NSW, supporting landholders to access environmental markets. Simon holds a Master of Business Administration (MBA) and an Advanced Diploma of Science and has 20 + years of experience in a range of roles in agribusiness, state government and the military.
Mark Boswell
Co-CEO of Strategic GroupCyber Security: Test your knowledge
How good is your cyber security knowledge? Put your knowledge to the test with the other attendees to see who can call themselves a cyber-security expert! Learn from our cyber security expert on why it’s important to understand security concepts and how you can train your staff to keep your business safe.
Aron Robertson
Director Business Development of Strategic Group
Trent Taylor
CEO & Founder of Teach it ForwardTrent Taylor – CEO & Founder is a global award winning business growth and leadership trainer/coach whose 2 simple rules are; 1) Be curious, and 2) be congruent (practice what you preach).
He is a believer that the accounting industry has a REAL place and CRITICAL role to support business owners in the community grow themselves and their business.
Trent strongly believes it is not how big your top line or bottom line is in your firm, it is whether or not the business is providing for you and your family in the way you want it, that matters. What is the point of making huge dollars yet have no time with the people you love the most?
This is why the CONSISTENT approach he takes to working with clients is;
- Simplify the business structure and make it transparent (you cannot fix what you cannot see)
- Make the business sustainable, scalable and sellable (in that order) by upskilling your team into using the systems and processes needed to keep the standard of service you deliver clients at the highest level (so you don’t have to do everything
- Having the business owners learn to communicate and lead in a way that has your clients WANT TO WORK WITH YOU in more ways that just the tax side of your skill set
While different to a lot of coaches, the continual feedback Trent receives from his clients is 1) It makes sense 2) It actually works and 3) Why did I not do this earlier in my career. You will hear Trent say and think about this – “It is impossible to grow a business, you can only grow the leaders of a business to generate fiscal and cultural changes that make a difference!”
At Teach it Forward we teach and empower Accounting Business Owners in a very personal and individualised way, so you feel heard AND learn what YOU need, to make the changes to the business, so your family gets what it needs!"
Sarah Stein
Executive Director of Miss EfficiencyOrganised, systemised, intelligent ... and aiming to be exceptional. Having started her business as a knee jerk reaction to a personal tragedy, Sarah is the woman behind Miss Efficiency. Miss Efficiency is built on a "sustainable solutions" framework. They offer a comprehensive suite of services to help clients build rewarding and profitable businesses. Miss Efficiency strives to simplify the complex, organise the mess, and eradicate financial stress.
Sarah has gotten leveraging of systems and technology down to a fine art and is surrounded by her dedicated and supportive team. Sarah has been in business for over 20 years and during that time she's helped hundreds of clients improve their efficiency and increase their profitability by leveraging systems and technology.
In Sarah's presentation you'll discover how Sarah started her business as a knee jerk reaction to a personal tragedy, how she built a successful franchise network, how she successfully works with a remote team, and how she continues to thrive through adversity and the challenges of an evolving business landscape. Sarah is passionate about helping accountants do what they do best - grow their business and help their clients. She'll share with you how you can improve your efficiency, provide additional value to your clients and increase your profitability by investing in people, technology and systems.
David Charge
Managing Partner at Sprout AgribusinessDavid Charge commenced with Sprout in May 2016 as the Managing Director of Central NSW. David holds a Bachelor of Agricultural Economics at the University of Sydney and brings a wealth of operational and financial expertise to Sprout Agribusiness. David’s extensive leadership experience across the financial services industry has seen him involved in a cross section of Australian farming operations including Australia’s largest farming family’s and Corporate Agribusiness clients. David’s experience spans a broad range of agribusiness industries across Australia, representing all parts of the supply chain. He is an agribusiness operator in his own right and is dedicated to assisting the industry prosper and evolve.
Dennis Voznesenski
Agricultural Analyst at Rabobank Australia LimitedDennis Voznesenski is an Agricultural analyst in the RaboResearch team, with a specialty in the grains and oilseeds space. Dennis has researched commodities for 7 years and is also looking into the history of food crisis.
Grant Ashman
Director - Service Delivery of Strategic Group
Angus Howard
Senior Agribusiness Manager Southern NSW at Sprout AgribusinessAngus joined Sprout Ag after a career working for one of the top 100 ASX financial service providers and is well versed in banking compliance requirements. During his career, he has had vast exposure to a diverse range of food & fibre enterprises. Growing up on the family farm in the Riverina is where he fostered his passion for Australian Agriculture and Ag supply chain businesses. He is passionate about local regional communities and prides himself on contributing to various groups within the region. Angus has extensive hands-on farming experience after working within family farming operation both domestically and internationally; and is excited to combine these skills, with his finance knowledge, to continue to help farming families grow their businesses for the future generations.
Peter Johnson
Director of Advisers Digest/Peter Johnson & Associates
Magnus Yoshikawa
Director of Jadeja PartnersMagnus Yoshikawa: Accountancy Practice M&A (BUY | SELL | MERGE) Specialist.,
Took over from Dip Jadeja in 2010 - Family Business for over 30years.
Helps find the cultural fit for small, medium and large practices.
Fraser Brown
Partner at C&W Financial Services
Karen McDonald
Associate Director - Professional Risks of Accountancy InsuranceKaren commenced her insurance career in 1985. Since this time, she has worked in both underwriting and insurance broking for local and international companies in Australia and New Zealand.
Karen has been specialising in professional indemnity insurance for over 22 years, and in more recent years focusing on cyber insurance and how the cover benefits accounting professionals.
As the Associate Director of Professional Risks, Karen achieves favourable outcomes for her clients by thoroughly understanding the profession and seeking cover beyond client expectations.
Karen can be contacted on karen@accountancyinsurance.com.au
or by calling 1300 552 867.