About this Event
This masterclass will be an engaging and interactive session designed to empower you with the tools and insights needed to drive your business forward.
You'll learn how to set clear goals, targets, and strategic priorities, understand where your revenue will come from using a growth matrix, and build a solid foundation with budget and cashflow planning, using the help of AI. All of this will be provided , with easy-to-follow tools, templates, and processes so that you can apply this knowledge within your own business.
We'll also delve into the importance of data systems (e.g. Xero), and how to maximise their potential, along with gaining valuable insights into business activity with business insights reporting and quarterly monitoring.
Agenda
🕑: 08:45 AM - 09:00 AM
Registration
Info: Tea, coffee, pastries & fruit available on arrival.
🕑: 09:00 AM - 09:15 AM
Welcome
Host: Karen Phillips
Info: Introductory remarks from Karen Phillips (Women in Business Australia) and Tom Walsh (Walsh Accountants).
🕑: 09:15 AM - 09:45 AM
Goal Setting
Host: Igor Mitrovic
Info: Goals, targets & strategic priorities
🕑: 09:45 AM - 10:15 AM
Budgeting With AI
Host: Tara Wilson
Info: Building the foundation for your business with budgets & cashflow
🕑: 10:15 AM - 10:30 AM
Tea & Coffee Break
Info: Add description
🕑: 10:30 AM - 10:50 AM
Best Value From your Accountant
Host: Tom Walsh
Info: Aligning the needs of your business with a strategic partner
🕑: 10:50 AM - 11:10 AM
Self-Managed Superfunds For Wealth
Host: Jared Alford
Info: Purchasing a business premises with your self-managed super fund
🕑: 11:10 AM - 12:00 PM
Networking
Info: Post Masterclass, the venue will remain open for an hour of networking. Accountants from the Walsh team will also be available to book a one-on-one advice session at this time.
Event venue & nearby stays
Southport Golf Club, Slatyer Avenue, Southport, Australia
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