9 th August 2012, Sydney THE ONE DAY EVENT FOR GROWING BUSINESS VALUE

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1 9 th August 2012, Sydney THE ONE DAY EVENT FOR GROWING BUSINESS VALUE

2 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 and accountants 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. With over 20 experts on site and the opportunity to connect directly with future acquirers, investors or growth partners, this is a one day event no adviser or accountant can afford to miss. The No More Practice show has already facilitated multi million dollar deals and business changing opportunities for the practice owners involved. The event is designed to create the same opportunity for the broader professional practice community. To see the show go to Channel 7 s digital channel TV4me, or log onto nomorepractice.com.au and join the thousands of professionals already taking part. Introducing The Marketplace The No More Practice Marketplace has been developed to assist Dealer Groups, Service Providers, Financial Planners and Accountants to align their business goals and build complimentary long term relationships. It is a platform Directory that showcases the Dealer Groups and Service Providers value proposition for Financial Planners and Accountants to evaluate. The service then facilitates an efficient introduction between Dealer Groups, Service Providers and Financial Planners and Accountants interested in exploring new partnerships. The Marketplace provides: Cost effectiveness the process of finding and acquiring new Financial Planning practices to grow your Dealer Group can be extremely expensive. The Marketplace provides a cost effective solution with a simple annual fee Efficiency The Marketplace will reduce lead and settlement time by only presenting qualified leads, that have been profiled prior to the introduction Defined value proposition our structured directory listing assists you to define and communicate your unique proposition to a key target audience In conjunction with the No More Practice Live Event, you will receive: A 12 month listing on The Marketplace Directory to showcase your value proposition in front of thousands of Financial Planners/Accountants Qualified profiles of the Financial Planner/Accountant s interested in your Dealer Group The opportunity to network with leads on the day of the Live Event The option for an independent specialist to provide advice

3 THE PRACTICE MANAGEMENT EVENT THAT TICKS ALL THE RIGHT BOXES GROWTH SELLING STEVE DAVISON EXECUTIVE DIRECTOR NETWORKING BARRY LAMBERT Executive Chairman and Founder BIG PICTURE RICHARD KLIPIN CEO MATHIAS CORMANN Shadow Minister for Financial Services PRACTICE HEALTH PROPOSITION Mark Ballantyne ROD BERTINO GENERAL MANAGER relationships PRINCIPAL Efficiency Matt ENGLUND head of dealer groups innovation Paul BarretT General Manager Advice and Distribution Entrepreneurship martin checketts partner ROBBIE BENNETTS FOUnder

4 Agenda: 9th August 2012, Sydney 8:45 Vanessa Stoykov, CEO and Founder of Evolution Media and evotv Conference opening and welcome 9:00 Barry Lambert, Executive Chairman, Count Financial Lessons from 30 years of building practice value 9:30 Alex Malley, CEO, CPA Australia Accounting in the advice space Panel: A spectrum of acquirers on how to become a target for aquistion 10:00 Paul Barrett, General Manager, Advice and Distribution, ANZ Paul Robertson, CEO and Director of Tynan Mackenzie TBC, MLC Accountant Solutions Moderator: Gerard Doherty, Managing Director, Fidelity, inc Q&A 10:45 Networking & morning tea Industry Panel: Future opportunities for financial advice 11:15 Richard Klipin, AFA Mark Rantall, FPA Andrea Slattery, SPAA Moderator: Julie Bennett, 64 Media 12:00 Senator Mathias Cormann Politics and practice The future for advice and what the Liberal party will do Panel: Competing as an adviser and a dealer group: what it s going to take? 12:30 Matt Englund, Head of Dealer Groups, Securitor Mark Ballantyne, General Manager, Financial Wisdom Steve Davison, Executive Director, Genesys Moderator: Greg Bright, Binalong Advisory Services 13:15 Networking & lunch

5 Past Show Sellers Series 1 and 2: The biggest lessons of No More Practice 14:15 Panel: Chris Browne, Ian Jordan, Brett Abikhair and Zoe Shacklady Moderator: Rod Bertino, Principal, Business Health, inc Q&A Experts Panel: 15:00 Adrian Lynch, Senior Associate, Hall & Wilcox Lawyers Martin Checketts, Partner, Mills Oakley Lawyers Terry Slattery, Partner, DFK Moderator: Terry Bell, Partner, Business Health Robbie Bennetts, CEO, Robbie Bennetts Enterprises Entrepreneurial business -what next? 15:50 Networking and afternoon tea Panel: Independents voice 16:20 Ray Miles, Executive Director, Fortnum Financial Advisers Ian Knox, Managing Director, Paragem Moderator: Anne Fuchs, Founder of Pinnacle Practice Panel: How to get the best price for your practice 16:50 Anne Fuchs, Founder, Pinnacle Practice Stephen Prendeville, Founder, Forte Asset Solutions Daniel Lowinger, National Manager NAB Financial Planner Banking Moderator: Vanessa Stoykov, evolution media 17:20 Vanessa Stoykov, CEO and Founder, Evolution Media and evotv Conference close 17:25 Networking and cocktail party

6 INDUSTRY PARTNERS