Practice Strategy Day Agenda

9:00 AM - 9:30 AM
Registration with morning coffee & tea

9:30 AM - 9:40 AM
Introduction & housekeeping

Emcee: Shermin Oh – Partner Marketing Lead, Asia

9:40 AM - 10:25 AM
Business overview, short & long-term goals

Every successful business has a clearly-defined purpose which drives their business culture. Why do you do what you do, and how does that make you stand out from the others?

We’ll also help you look at the global accounting landscape, current professional service business models challenges facing accountants and bookkeepers today, and set short, medium, and long-term goals that we can work towards.

Facilitator: Kevin Fitzgerald – Regional Director, Asia

10:25 AM - 10:45 AM
Morning tea break

10:45 AM - 11:45 AM 
Service offering and pricing

Does your business model match the needs of your business culture?

We'll discuss global trends in the accounting service delivery, and how to think about niche markets and verticals in the ecosystem. This session will give you the tools to define and evolve your service offering so that you can add value to your clients for the best financial return.

Facilitator: Samantha Khoo – Partner Consulting Manager, Asia

11:45 AM - 12:30 PM
Automation, operations & systems plan (Part 1)

Let’s talk tech! The transition away from outdated desktop accounting methods into the cloud involves a lot of work across your business. In this session, we immerse ourselves in the cloud world and map out the change process, as we embrace technology.

We'll discuss the best apps to onboard clients, track time and control operational costs – so you know if you're making money, and when to review internal controls.

Facilitator: Esther Li – Partner Consultant, Asia

12:30 PM - 1:30 PM
Lunch break

1:30 PM
Automation, operations & systems plan (Part 2)

Let’s talk tech! The transition away from outdated desktop accounting methods into the cloud involves a lot of work across your business. In this session, we immerse ourselves in the cloud world and map out the change process, as we embrace technology.

We'll discuss the best apps to onboard clients, track time and control operational costs – so you know if you're making money, and when to review internal controls.

Facilitator: Esther Li – Partner Consultant, Asia

2:15 PM - 3:15 PM
Streamlining your practice with apps

The more apps you connect with Xero, the more powerful the platform. In this session, get introduced to the world of technology for accountants - discover the essential apps that will help you run a successful practice and create efficiencies in your client relationships. See apps in action in a connected business.

Facilitator (Singapore): Kelvin Wee – Partner Consultant, Asia
Facilitator (Hong Kong): Sarah Foo – Partner Consultant, Hong Kong

3:15 PM - 3:35 PM
Afternoon tea break

3:35 PM - 4:35 PM
Marketing plan & strategy

You might’ve developed a trustworthy reputation for yourself – but have you cultivated the same for your practice? Building a positive brand for your practice is the only way sustain growth.

This session demonstrates how a well-implemented marketing plan and strategy can help you win new clients and keep them.

Facilitator: Shermin Oh – Partner Marketing Lead, Asia

4:35 PM - 4:45 PM
Wrap up

4:45 PM
End