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This practical workshop by Lisa Carter, Managing Director of Clear Insurance provides leaders with a clearer understanding of business risk and how to protect and strengthen their organisation through effective insurance and risk management strategies. Participants will gain insights into identifying key exposures, navigating insurance structures, and making informed decisions that align with business objectives, ultimately building resilience and confidence in an increasingly complex operating environment. …


Artificial Intelligence is rapidly changing the way businesses operate, creating opportunities to improve productivity, decision-making and customer experiences. In this practical workshop, Daniel Bayfield, CEO of Veracity, will explore how leaders can safely and effectively adopt AI, identify valuable business use cases, and take simple first steps towards building AI capability within their organisations. Participants will leave with a clearer understanding of where AI can add value and a practical roadmap for getting started. …


Lisa Carter - Managing Director, Clear Insurance

"Today’s business environment demands that cyber resilience is woven into your overall business strategy, not treated as a technical afterthought or IT Problem". …


Ben Watts, CEO of Wattsnext  “Managing a Hybrid Team” workshop explores the realities of modern hybrid work, highlighting the risks created by ambiguity and weak management systems. He introduces the Five Hybrid Pillars—outcomes, trust, meetings, performance, and culture—as a clear framework that helps leaders create clarity, accountability and stronger team rhythm, supported by practical tools and real‑world examples. …


Led by Peter McKeon, Founder and CEO of Salesmasters, this workshop helps leaders understand why deals often stall well before a proposal is sent. It focuses on the critical stages of qualification, discovery, decision‑maker access, and deal control that influence close rates. Participants review the seven most common reasons proposals fail, identify the upstream sales behaviours driving those outcomes, and learn how to apply a more structured sales process that builds clarity, momentum, and authority—so proposals serve to confirm decisions rather than recover lost ground. …


In this workshop, Petra Zink, Founder & Director at The 360TalentCo. explains how to increase capability in your business without adding headcount.  Firstly, increasing headcount does not necessarily equate to a better outcome for your business. Capability is designed, not just discovered.  Petra also highlights that every growth constraint maps to 3 main gaps, people, standards and technology.


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Matt White, Director at RD Tax + Grants discusses government grants & incentives - what's available and how to access them.  Matt highlights how there are a huge amount of opportunity available both Federally and via State Governments, Local & Regional Councils for businesses.  In addition, grants are not just for grant recipients, they can be used to defray the cost of your fees to your clients. …


Join David Callaghan, Partner at Mullins Lawyers for his workshop on how to ensure your business is investor ready. David discusses how to get your businesses structure right to be investible and how to spend time working on your business, not in it.  He also focuses on the different types of IP and which ones would be best suited to varied businesses.

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Join Celia Murray, Director at Untapped Agency for her workshop on Licensing of IP is the Secret Sauce. Tell Me The Recipe. Celia discusses how intellectual property is made up of intangible assets such as license contracts, databases and prototypes plus standard intellectual property such as trademarks patents and copyright.  The secret sauce recipe is controlled leasing of IP and intangible assets, achieving a financial benefit and creating a competitive advantage.


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Peter Curran, Director at Digital Surfer discusses AI in SEO in 2026.  Peter shares the forecast that by 2028, AI-driven "Agent" searches (where the AI books the appointment for the user) will be common. The 2026 Reality: You cannot ignore the SEO that works now.

Google’s traditional results still drive the highest conversion for business owners today.  Closing Advice: Build your foundation on Trust and Authority today. It is the only way to be "AI-ready" for tomorrow. …


In this workshop, Tom Walsh, Director at Walsh Accountants explains how to get more from your accountant.  Firstly, getting more from your accountant starts with you giving them more context. Your goals, your stage, your communication style, your concerns. If they do not have that, they cannot do their best work.

Secondly, your business structure should be actively working for you across three dimensions: protection, tax optimisation, and succession. If it has not been reviewed in the last two years, that is a conversation to have.  Thirdly, the risks sitting between you and your 10-year goals need to be identified, assessed, and managed.
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In this workshop, Bill Owens, CEO at Veracity explains Gen AI without the hype.  Leveraging Gen AI benefits was the key messaging, with gen AI being business-ready now. Executives need to understand AI types and how multiple tools serve different purposes.  Bill discusses how AI integration has the potential to significantly enhance competitive advantage and that Gen AI comes with live risks that require careful analysis.  …


Michael Klatt, Partner at Mullins Lawyers shared insights on structuring and planning for your business.  Michael explains how all families are different, that communication is key to ensuring success in transition of wealth.  Proper structuring at an early stage is essential and different structures have different advantages.  He also elaborates on not force the next generation into business ownership if they are unable or unwilling to make it succeed.   …


Join Richard Munro, Managing Director of Alternate Business Strategies for his workshop on maximising business value through strategic succession.  Richard discusses the 5 critical areas, which include how to understand your business’s true value, how to optimise financial performance and documentation and strengthening competitive advantages.  He also covers how to Improve efficiency and reduce key person risks and developing your exit strategy well in advance.

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Join Ben Watts, CEO of Watts Next for his workshop on Future Dynamic Functional Structures (FDFS) for business and what it means for you.  Ben also discusses and explains that an AI Agent is a digital colleague that can sense – gather and interpret information, decide – analyse, reason, and make choices and act – take actions toward a goal, adapting as it learns.  This results in an automated workflow.

Interestingly 84% of executives believe flexible talent ecosystems will be the dominant model by 2030. …


Alex Lang, Associate Professor at Bond University shared insights on how to re-design your organisation for a competitive advantage.  He looks at the pitfalls of a strategy without structure and types of SME structures available for business in the current marketplace. 

Alex further explains how competitive advantage equals strategy + structure + processes + people and how to achieve this in your business. …


In this workshop, Peter McKeon - CEO of Salesmasters explains the sell value vs. price, how to allocate time to new business development every week, BANT qualification of all potential sales and how to measure what matters in the sales process.

Peter also explores what is a USP and how to find it. …


In this workshop, Lisa Carter—CEO & Managing Director of Clear Insurance—explores operational risks and how to assess them effectively. She shares insights on approaching risk from a director’s perspective, identifying key risks, and implementing strategies to mitigate them.

Lisa also discusses the importance of fostering a risk-aware culture within your business and highlights the role of management liability insurance in protecting your organisation. …


Dan Peters, Director at Edgeview Finance shared insights on why profitable companies fail and how to ensure yours doesn't.  He delves into an interesting case study on what appeared to be a profitable successful business, which did show profit, but free cash flow was catastrophically negative.  They burned cash instead of generating it. …


Join Tom Walsh, Director of Walsh Accounting, for his workshop on how to build your business value.  Tom discusses the key value drivers including growing earnings, reliable earnings and timing.  You will explore an understanding of your current business value, identify three things you can do to increase the value and set your KPIs around the value drivers identified. …


Peter Curran, Director at Digital Surfer, shared insights on the importance of research and understanding your market, alongside performance tracking and reporting to enhance strategic advantage. He also explored how Google’s search engine operates, highlighting the distinctions between SEO and paid advertising. The key takeaway is to identify your target audience, develop a tailored strategy, and grasp user intent across both Google Search and GPT-powered platforms. …

Division 296 | Taxing the Super Honey Pot

Division 296 | Taxing the Super Honey Pot

In this workshop, Heath Hill, Branch Manager from Morgans discusses superannuation in general and the proposed Division 296 changes.  During his presentation Heath aimed to dispel some myths, dispense with the politics and assess whether the panic is justified. Finally, there are practical solutions for all to implement in their businesses.  


Scott Patterson, Partner - Alternate Business Strategies

'For many accomplished business owners, the idea of succession planning feels like navigating a minefield.' …


Join Celia Murray, Director of Untapped Agency, for her workshop on how to create new income streams from licensing your brand.  Celia discusses how to understand brand licensing, identify licensable assets within your own business, determine IP strategies and activities and tools to set an action plan to implement brand licensing.
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Join Matthew White, Director of RD Tax & Grants as he explains going global - commercialisating and exporting overseas.  Matt discusses how exporting opens your business to significant opportunities but comes with challenges, and how to develop a plan for all foreseeable issues. In addition, he emphasises which grant programs exist and how to be grant ready.


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