'The businesses that will win over the next decade won’t be the ones arguing about where people work. They will be the ones designing how
work works!'
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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.
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.
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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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Mitchell Kelsey, Director - Runway Wealth Management
"For Australians living overseas, managing finances can quickly become more complicated than it was at home. This is where expat
financial advice becomes essential. Expat financial advice takes traditional advice a step further by addressing the unique challenges of
managing finances across borders."
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"Successful business owners have clarity on both their personal strategy and business strategy. They work hard to ensure both are, and
remain, genuinely aligned."
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"At some stage, every business owner will exit their business, whether it’s on their terms or not. Some will plan for it. Others
will hope they can “figure it out later.”
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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.
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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.
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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.
Sheryl Parkinson, Managing Director - George Laurens G.C. Pty Ltd
"In today’s uncertain economic environment, managing outstanding debts is one of the greatest challenges facing Australian businesses,
schools, and community organisations."
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"It’s time to blow up the old structure, stop fighting hybrid working and embrace the model that will define the next decade: I call
this the Future Dynamic Functional Structures (FDFS)"
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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.
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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.
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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.
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"Here's the brutal truth: 65% of your strategic initiatives will fail. Not because your strategy sucks, but because you have no
execution system."
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"In today's complex business landscape, recognising operational risks and implementing effective risk transfer strategies is vital for
protecting directors and their organisations."
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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.
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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.
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Join Dan Wright, Director of Thryve for his workshop on strategy development & execution, a practical guide for
SME business owners. He explores and explains how a clear strategy, consistent execution & regular adjustment can lead to business growth.
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"In today’s business landscape, compliance and number-crunching alone no longer suffice. Successful entrepreneurs need what we call
“solution architects” – trusted advisors who understand the complexity of business ownership and design strategies that drive sustainable
growth."
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"Your website is one your most powerful selling tools. Alone, it can bring in tens of thousands, if not millions of dollars, in
business every year — if it works, that is."
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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.
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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.
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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.
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.
'Update R&D Tax Incentive: Critical requirements for EOFY. The ATO's recent review of 200 R&D registrations has identified
associate payments as a major compliance issue.'
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The R&D Tax Incentive is a broad-based program designed to assist companies operating across all industry sectors from software,
agriculture, energy, agrifood, biotechnology, manufacturing, mining and resources to marine and defence and more.
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"Here’s a shocking reality—most people spend more time on busywork than selling. Whether you’re a business owner, consultant, or
professional, selling is a crucial part of success. Yet, most of your day is lost to admin, chasing leads, or figuring out what to do
next."
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“The smartest, forward-thinking operators are laying the groundwork for 2025, recognising that proactive measures can ensure resilience and
growth."
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"There’s no doubt that technology has greatly enhanced our lives. But, by placing it the hands of our children, we have
unintentionally exposed them to dangers that we would never have expected."
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Richard Munro, Partner - Alternate Business Strategies
"If you are considering implementing an Employee Share Ownership Plan (ESOP) at your company, then here are some best practices and pitfalls to avoid, ensuring a successful and smooth experience for all!"
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"As business leaders, it's crucial to comprehend your risk exposure and evaluate the level of risk you're willing to accept when making
operational decisions. In today's litigious environment, strong relationships alone are insufficient; understanding and mitigating risks is
essential."
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"In today's society, it's crucial to create an environment where people are recognized as individuals, not just as diagnoses. This is
especially important for the Sandwich Generation, those caught between the Baby Boomers and Gen X, who juggle the responsibilities of caring for aging parents while raising their own families."
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Scott Patterson, Director - Alternative Business Strategies
"At a recent meeting with some valued clients who have built, and continue to operate, a successful family business I asked the
parents, who both worked in the business, what their end game was."
"By 2030, Gen AI is predicted to add tens of billions to Australia's economy, enhancing efficiencies and driving new opportunities
across multiple industries."
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Selecting the right financial product for the right purpose can mean the difference between maintaining healthy cash flow and inadvertently
stifling your own growth.
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'By focusing on automating workflows, reducing bottlenecks, and improving visibility into each step of the cycle, your business can
accelerate revenue collection and foster stronger customer relationships'
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“As businesses continue to grapple with returning to office spaces, we have seen and predict a significant increase in FWA requests from
employees seeking to maintain flexible work arrangements”
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