Events and courses

Drive improvements in your organisation’s  performance.  Design metrics that really matter and impact your organisations strategic direction.  This 1 day course provides a framework for successful delivery of any improvement initiative,  tools for designing financial and business metrics and a frame for impacting superior decision making.

Be part of a supportive mentoring circle where you can connect with others, share experiences, and explore ways to enhance your professional network and personal brand! Together, we’ll discuss actionable tips for growing your presence both online (e.g., LinkedIn) and in person. If you would like to expand your connections or boost your visibility, this session offers a collaborative space to learn and grow with the support of your peers.

This course helps members to take that first step into practice. It covers the basics of compliance and what you need to do to make a success of a practice. Members are advised of the pitfalls and given insights and valuable tips, including a presentation by a practitioner on his practice story.

Join us for this essential Wealth and Estate Planning Update 2025. This session will focus on the key issues surrounding Family Business Planning, Trust and Estate Disputes/Will Challenges and will incorporate a whistlestop Wealth and Estate Taxes Update.

Planning and managing a career change can often be an exciting and motivating time, however it can also present some challenges and the need for support at an important pivot point in your career. The aim of this webinar is to help you to develop a plan and approach that will enable you to achieve your career goals and to maximise your potential including leveraging the skills, knowledge and experience you have gained throughout your career.