Re-imagining & Revolutionizing
the way that Accountants Work
We’re going virtual! Don’t miss out on an awesome day of jam-packed industry insights, updates, tips and plans. Join peers and industry thought leaders, who are also building global teams, for a day of learning and sharing.
Friday, March 26, 2021 | 10 AM to 4 PM AEST
Agenda
Session 1
Future revenues: Where accountants will be making money in years ahead
10:00AM – 11:00AM
NICK SINCLAIR
Founder, TOA Global
@nicksinclair
Session 2
Using the latest trends in professional development for personal gains
11:00AM – 12:00PM
MEGAN REED
Chief of People, TOA Global
@meganreed2
BREAK TIME 12:00PM – 1:00PM
Session 3
Wow! Uncovering hidden gems from TOA and client insights (panel Q&A)
1:00PM – 2:00PM
KELLY SEGAT
Chief Customer Officer – TOA Global
@kellysegat
TRENT MCLAREN
VP, Client Succcess – TOA Global
@trentmclaren
Session 4
The right tech for your business: FuseWorks, Freshmethod, ApprovalMax & BGL
2:00PM – 3:00PM
SAHIL MALHOTRA
Partner Account Manager – ApprovalMax
@sahilnz
DANIEL TRAMONTANA
COO – BGL Corp
@dantram
JAMIE BERESFORD
Founder – Freshmethod
@jamie-beresford
MELISSA VOSS
Associate Director Client & Partner Relations – Fuseworks
@melissajvoss
Session 5
Life lessons: How my parents business failure taught me 5 golden rules
3:00PM – 4:00PM
NICK SINCLAIR
Founder, TOA Global
@nicksinclair
Why should clients attend?
- Actionable content you can bring back to your teams, onshore and offshore.
- Inspiration and motivation to invest in your team’s success, especially in times of crisis.
- Case studies and success stories from clients and industry leaders who can help you grow and effectively manage your ideal global team.
- Networking and knowledge sharing in a Q&A environment to learn what’s actually working for other firms, and take those strategies back to your team.
“Real takeaways that give you practical ideas, rather than just theory and concepts.”
– Ashleigh Thiel
P&C Coordinator, William Buck
“I love what the speakers had to say. Really spoke to me and how I think we work with our clients”
– Craig Budgen
Director, Exceedia
“I like the topic on improving business, clients and personnel. Bringing simple ideas to improve and examples on how to do this. Great tips!”
– Kate Jarman
Bookkeeper, Kate Keeps Books
“Megan was great. I got something out of each session. Lots of great ideas and customer experience”
– Sarah Stein
Director, Miss Efficiency
“The content was engaging, funny and relevant. A lot to take away. Very people-focused, which is great to see.”
– Hayley Snowdon
OM, Nexis Accountants