Day 1 @ 10:59

Chair

Day 1 @ 13:30

Panel: Starting your own practice: the top 5 things practitioners wish they'd known & The Access Group

Moderator: Dale Crosby, Director, CPD For Accountants

Sonia Gibson, Director, Accounting Heart

Andy Wang, Director, Clarico

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Andy Wang / Panel: Starting your own practice: the top 5 things practitioners wish they'd known & The Access Group

Andy Wang, Director,
Clarico

Andy is the founder of Clarico Group. With over a decade in accounting, Andy's mission is to redefine the industry norms. In his five years of running Clarico, he's focused on building a business with only like-minded clients and staying adaptable in a rapidly changing landscape. Andy is...

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Day 1 @ 15:00

Panel: Practice Management transformation

• Inefficiencies in your workflow?
• Difficulty managing client relationships?  

Moderator: Dale Crosby, Director, CPD For Accountants

Sara Goepel, Chief Product Officer, Karbon

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Sara Goepel / Panel: Practice Management transformation

Sara Goepel, Chief Product Officer,
Karbon

Sara GoepelChief Product Officer, KarbonSara Goepel is the Chief Product Officer at Karbon, a leader in accounting practice management solutions. With over 20 years of experience leading product teams, Sara has been at the forefront of innovation in the industry. She was an early employee at...

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Simone Palfreyman, Principal, Palfreyman Chartered Accountant

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Simone Palfreyman / Panel: Practice Management transformation

Simone Palfreyman, Principal,
Palfreyman Chartered Accountant

Simone is a nationally recognised small business advisor, principal and thought leader. She was recognised as Regional Professional of the Year in the 2023 Women in Finance Awards,  Public Accountant of the Year in the 2020 Australian Accounting Awards and Accountant of the Year in the 2019 Women...

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Catarina Santini, Director, CS Accounting

Day 1 @ 15:30

AI and Client Engagement: Shaping the Future of Business Advice

AI enables Virtual CFOs to engage clients with data-driven insights and personalized financial strategies. This leads to more informed, proactive decision-making, fostering stronger client relationships and trust. In this presentation, I will present a clear roadmap for effectively incorporating AI into your practice, covering key steps such as identifying the right AI tools, integrating them into your workflows, and ensuring your team is equipped with the necessary skills to harness AI's full potential for strategic business advice.