H&B | PRACTICE MANAGEMENT FORUM
2024 | SYDNEY
WELCOME
SESSION 1 BENCHMARKING FOR SUCCESS
SESSION 2 VALUING YOUR CLIENTS | UNDERSTANDING THE OPTIMAL PRICING STRATEGY
JIM
STACKPOOL
Managing Director,
Certainty Advice Group
SESSION 3 EFFICIENCY UNLEASHED | TECH & PROCESS EFFICIENCY
PETER
WORN
Joint Managing Director,
Finura Group
NATHAN
JACOBSEN
Previously Managing Director,
Diverger
SUE
VISKOVIC
Managing Director,
Elixir Consulting
GREG
HANSEN
Executive | Group Strategy
HUB24
SESSION 4 RIDING THE TECHNOLOGICAL WAVE | THE ROLE OF AI & AUTOMATION IN FINANCIAL PLANNING
SESSION 5 STAFFING EXCELLENCE | BUILDING A DYNAMIC TEAM
MERILYN
SPEISER
Founder I Principal,
Catalina Consulting
ALISDAIR
BARR
Founder I CEO,
Striver Careers
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DEAN
HOLMES
Founder,
The Wealth Network
SESSION 6 SUCCESSION PLANNING IN FOCUS
TIM
SCOTT
Managing Director I Principal Adviser,
Ford Scott Financial Planning
SAM
EL SHAMMAA
Managing Director,
Finchley & Kent
SESSION 7 ORGANIC AND INORGANIC | MASTERING GROWTH IN YOUR PRACTICE
PAUL
BARRETT
Founder I CEO,
AZ NGA