About this Event
What if you could deliver strategic advice to more clients, without adding days of senior staff time, and turn that advice into a recurring revenue stream?
AI now makes that possible. Most firms are already using it to save time on emails and reports – but that's only part of the opportunity.
Join us for a practical afternoon exploring how accounting firms and advisors can build and deliver Strategy as a Service using AI.
You’ll see the process in action, compare different approaches and leave with a clearer view of how to turn AI from a productivity tool into a commercial opportunity.
What you'll experience:
Session 1: Building client strategy, the traditional way vs AI-assisted
How do you help a client build a more valuable business and plan for the future without committing days of senior time? We’ll work through the key questions, from five and ten-year goals to exit planning and business value, then compare the traditional strategy process with an AI-assisted approach.
Session 2: Strategy as a Service, creating recurring revenue
Explore how to package strategic advice into an ongoing advisory offering your clients value and your firm can scale.We’ll compare three delivery models: building your own AI agent, using off-the-shelf tools, or using The Analyst.
You’ll see a live demonstration and discuss the practical and commercial trade-offs.
Open Q&A and networking
Bring your questions and join the conversation about AI, the future of the accounting profession and the changing expectations of business clients.
Stay for drinks and canapés, connect with other firms and book a one-to-one demonstration if you’d like to explore the opportunity further.Who should attend?
Who it's designed for:
This event is designed for accounting firm partners, accountants, business advisors, corporate advisors and professionals looking to grow their advisory offering. Partners and practice owners will see where the growth and margin opportunity sits. Client-facing accountants and advisors will see exactly how the work gets delivered.
It’s particularly relevant if you want to:
- Move beyond compliance into higher-value strategic advisory.
- Generate recurring revenue from services your clients genuinely need.
- Deliver strategy more efficiently without compromising quality.
- Understand where AI tools fit into your firm's service model.
- Build a more scalable, differentiated advisory business.
Bring your team or invite your colleagues.
Event details:
Date: Thursday 26 November 2026
Time: 2:30pm arrival for coffee;
Sessions: 3:00pm–5:00pm;
Drinks and canapés: 5:00pm–6:00pm
Location: Cornwalls, Level 4, 380 Collins Street, Melbourne
Professional development: Approximately 2 hours
Tickets: $75 early bird until Thursday 12 November, then $95.
It's a small-group format, kept interactive so everyone can ask questions and see the technology up close. Reserve your place and discover what's possible when AI helps you deliver more than compliance.
Agenda
🕑: 03:00 PM - 04:00 PM
Session 1: Building client strategy, the traditional way vs AI-assisted
🕑: 04:00 PM - 05:00 PM
Session 2: Strategy as a Service, creating recurring revenue
🕑: 05:00 PM - 06:00 PM
Drinks and networking
Event venue & nearby stays
Cornwalls, 380 Collins Street, Melbourne, Australia
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