THE EVOLUTION OF ADVICE ADVISER ACCOUNTANT BROKER

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1 NO MORE PRACTICE LIVE EVENT ADVISER ACCOUNTANT BROKER CONFERENCE AND EXHIBITION 23 RD AUGUST 2013 Doltone House, Pyrmont, Sydney P

2 NO MORE PRACTICE Welcome to the 2nd Annual No More Practice Live Event 2013 No More Practice Live is the only event dedicated to growing practice value. Big names, great advice, new growth avenues to explore. The No More Practice Live Event delivers all this and more for Financial Advisers, Accountants and Brokers who want to position themselves for growth. Based on the success of the reality TV program created by evotv, the Live Event features some of the biggest names in the advice industry giving practical advice that can be directly applied to create practice growth and leading succession solutions. ADVISER ACCOUNTANT BROKER

3 ADVISER ACCOUNTANT LIVE EVENT BROKER WELCOME from Vanessa Stoykov Creator, no more practice The theme for this year s event is; The Evolution of Advice Adviser, Accountant, Broker. Never before have we seen opportunities to provide a more complete advice service to consumers by combining the skills of these three unique professions. At this event you will learn the best way to expand your network, create joint ventures to grow your practice, and capitalise on this advice evolution. I m delighted to be your host for the conference and I look forward to seeing you in August in Sydney. With kind regards Vanessa Stoykov P

4 NO MORE PRACTICE 8:45 Vanessa Stoykov, Creator, No More Practice (CONFIRMED) Conference opening and welcome GET TO KNOW THE MINISTER The Hon. Bill Shorten MP, Minister for Financial Services and Superannuation (invited) 9:00 9:30 10:00 A candid conversation with the Minister on the eve of the election: a reflection on achievements. In this Q&A session, Minister Shorten and Vanessa Stoykov discuss the events and trends that have influenced the Minister, and why the Future of Financial Advice (FoFA) reforms presents Australia s financial services industry with a significant array of opportunities as well as challenges. ENTREPRENEURSHIP, LEADERSHIP AND FRANCHISING Dick Smith AO, Entrepreneur and Philanthropist (invited) In this Q&A session, Dick Smith and Vanessa Stoykov discuss the challenges and opportunities presented to any business owner from franchising; Dick will offer a plain English guide to the key issues to consider, what works and what doesn t. THE LEADERSHIP INITIATIVE Alex Malley, CEO, CPA Australia (CONFIRMED) Alex Malley discusses the significant changes facing the business community, and what role our political and business leaders have in communicating a vision for Australia s future. As the host of Channel 9 program, The Bottom Line, Alex has insights and ideas from some of our greatest business leaders. PANEL: ACCOUNTANTS, ADVISERS AND BROKERS - COLLABORATION OR COMPETITION? 10:30 Mark Bouris, CEO, Yellow Brick Road (invited) David Lane, CEO, Count Financial (invited) Richard Klipin, CEO, Millennium 3 Financial Services, ANZ Wealth (invited) This panel session will discuss how accountants, advisers and brokers can work together in the future; what opportunities and challenges are ahead, and the importance of communication. 11:00 Networking and morning tea PANEL: ACCOUNTANTS, ADVISERS AND BROKERS - COLLABORATION OR COMPETITION? 11:30 Brad Fox, CEO, AFA (CONFIRMED) Phil Naylor, CEO, MFAA (invited) Mark Rantall, CEO, FPA (invited) Peter Doherty, GM, CPA Australia (invited) The associations will discuss how their members can work together in the future; what opportunities and challenges are ahead, and the impact of legislation. NO MORE PRACTICE PLAYERS PANEL: THE BIGGEST LESSONS OF NO MORE PRACTICE 12:00 Barry Lambert, Executive Chairman and Founder, Count Financial (CONFIRMED) Robbie Bennetts, Founder, Robbie Bennetts Enterprises (CONFRIMED) Sam Henderson, CEO, Henderson Maxwell (CONFIRMED) Jim Taggart, Managing Director, Taggart Group (CONFIRMED) No More Practice provides advisers and accountants with a number of invaluable lessons in growth and succession. The mentors and stars of the show come together to discuss these lessons and what practices can learn as a result

5 ADVISER ACCOUNTANT BROKER LIVE EVENT NO MORE PRACTICE JUDGES PANEL: DO YOU KNOW WHAT DRIVES VALUE? 12:30 Matt Englund, Managing Director, Securitor & Licensee Select (CONFIRMED) Steve Davison, Executive Director, Genesys Wealth Advisers (CONFIRMED) The judges of No More Practice come together to discuss key learnings from the show and what practice owners need to do in order to improve the value of their businesses from a buyer s perspective 13:00 Lunch 14:00 Setting the scene for the afternoon s sessions and to introduce Senator Cormann 14:05 AFTERNOON KEYNOTE Senator Mathias Cormann, Shadow Assistant Treasurer and Shadow Minister for Financial Services and Superannuation (invited) The Coalition Government has been highly critical of some of the FoFA reforms. Senator Cormann presents his view on FoFA and what this would mean for the advice and accounting professions PANEL SESSION: CAPITALIZING ON THE SMSF GROWTH OPPORTUNITY 14:30 Andrea Slattery, CEO, SPAA (invited) Kath Bowler, Head of SMSF Advice, SMSF Advice (invited) Aaron Dunn, Founder, SMSF 101 (CONFIRMED) Chair: Darin Tyson-Chan, Editor, self managed super magazine (invited) SMSFs present both advisers and accountants with a significant opportunity. This panel will discuss this opportunity and explore ways in which practices can successfully captialise on the growth in SMSFs PANEL SESSION: INDEPENDENTS VOICE Peter Walther, CEO, Professional Investment Services (invited) Terry McMaster, Founder, Dover Financial Services (invited) Rod Bristow, Chief Executive, Infocus Group (invited) Chair: Anne Fuchs, Director, Pinnacle Practice (CONFIRMED) Key independent players discuss these challenges and opportunities facing the sector, what they mean for advisers and how to find the balance between commercial success and independence 15:30 Networking and afternoon tea PRACTICE INNOVATION THAT WILL DRIVE GROWTH IN THE FUTURE Timothy Munro, Managing Director, Change Accountants (CONFIRMED) Brett Abikhair, Director, The Selector Group (CONFIRMED) Chris Appleyard, Founder & CEO, The Custom Wealth Solutions Group of Companies (CONFIRMED) Chair: Rod Bertino, Principal, Business Health (invited) Key independent players discuss these challenges and opportunities facing the sector, what they mean for advisers and how to find the balance between commercial success and independence 16:30 CLOSING COMMENTS AND CONFERENCE WRAP-UP Vanessa Stoykov, Creator, No More Practice (CONFIRMED) Conference close 16:45 Networking and cocktail party

6 NO MORE PRACTICE Who you ll meet at this event What you ll learn from attending this event Understand the big trends in the advice sector Hear from Ministers, CEOs and Senior level speakers from every area of the advice sector Earn CPD points from attending this event Networking with your contacts and meet new people All sessions delivered in a punchy, fast paced format Great venue, great location ADVISER ACCOUNTANT BROKER

7 ADVISER ACCOUNTANT LIVE EVENT BROKER Register now! You can register by fax or online: By fax: (please fill out this form, photocopy and fax back to us on ) Payment by credit card: MasterCard Visa Amex Card number: Expiry Date: / Card holder s name (please print): Signature: Number of tickets you wish to purchase: Table of 8: ($549 per person, including GST) ($3,300 per table, including GST) Total Payment: I agree to the bellow cancellation policy Cancellation policy: If you are unable to attend this conference another person can take your place. If you cancel your place we will refund the amount you have paid less an administration fee of $100 per person; please notify us in writing at least 28 days prior to the event. We will not be accepting any cancellations within 28 days from the event. If you are unable to attend then you can transfer your ticket to another name. Evolution Media undertake to ensure that the program is correct at the time of the conference. Due to circumstances beyond our control, we may need to alter the program prior to the event and reserve the right to do so without notice. We also reserve the right to cancel or postpone the event, in which case you will receive a full refund. OR Register online; go to P

8 ADVISER ACCOUNTANT BROKER NO MORE PRACTICE LIVE EVENT 2013 : ADVISER, ACCOUNTANT, BROKER CONFERENCE & EXHIBITION 23 RD AUGUST DOLTONE HOUSE, PYRMONT, SYDNEY CPD ACCREDITED P