12-13 November 2019
Melbourne Convention & Exhibition Centre

12-13 November 2019
Melbourne Convention & Exhibition Centre

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Tools and techniques for your advisor journey

Blue Room
Apps Live
Advisory & Analytics

Want to fast-track the launch of advisory services? If you’re confidently completing accounts, join us to discover additional services you can offer existing clients. Learn techniques such as management reporting, spreadsheet manipulation and cash flow forecasting. Add analytical tools and you can offer advisory services to clients immediately.

Key Takeaways:

  1. Learn about the essentials of the cash flow forecast
  2. Discover why tools that support communication with clients are critical to advisory
  3. Understand the range of advanced advisory tools