Objectives

On overview, and what it means for us, on regulatory direction of travel for the big issues affecting our profession such as tax, auditing, wealth management, GDPR, cyber crime etc.

Trading through tough times – what that means for us and what that means for us taking care of struggling clients.

Big enough to cope, small enough to care – how the consolidators are affecting or professions and what that could mean for us.

Technology is affecting us more and more – what can and should we do doing to keep up.

Key Topics

How to ensure we remain compliant (just like we always did)
Moving up the value chain to maximise client loyalty
Cyber security is a subject all by itself and needs due attention. Learn what are firms doing to manage the risk of cyber breaches and client data protection
Some clients will surely be feeling the pinch. How do we help them in challenging trading conditions and how do we “batten down the hatches” ourselves
Learning what the consolidators have to offer for us and which consolidator’s proposition may suit us best
IT solutions that need your attention, even if we don’t adopt it, we need to know what’s available

Who Should Attend

Partner, partner equivalent or aspiring partners.

Training

Resources

Consultancy

Marketing

Partners

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