Sessions

Schedule and Agenda

FULL AGENDA

08:30 AM - 09:00 AM

Arrival and registration

09:00 AM - 09:10 AM

MC Welcome

Stuart Donaldson
Stuart Donaldson
Partner, Accendo Financial
09:10 AM - 09:45 AM

The big picture: A fully diversified business

What if you could offer your clients all the finance products they need? What would this do for your business and your bottom line in a year?

A 360-degree fully diversified brokerage is possible... if you know how.

In this never-before-seen program, leading facilitator Stuart Donaldson will help you to reimagine your business and give you the tools to recreate your brokerage and offer an holistic range of finance products.

You will learn:

  • How to optimise your business to compete with some of the best diversified models in Australia
  • How to balance working hours to run a fully diversified brokerage in a 38-hour week
  • How to form better referral partnerships and where to find these professionals
Stuart Donaldson
Stuart Donaldson
Partner, Accendo Financial
09:45 AM - 09:50 AM

Spotlight: CAFBA

David Gill
David Gill
CEO, CAFBA (Commercial & Asset Finance Brokers Association of Australia)
Matt Atkin
Matt Atkin
President, CAFBA (Commercial & Asset Finance Brokers Association of Australia)
09:50 AM - 10:10 AM

Fireside: The accountant and the broker – A win-win partnership

While knowing business financials is helpful, you don't have to be an SME finance specialist. But you do need to build the right relationships

In this session, hear from a principal SME accountant and broker as they share how they have leveraged strategic partnerships to deliver holistic, seamless funding solutions to their clients. Uncover how you can work closely with accountants to educate each other and help clients make the best choice for their business.

Daniel Zadnik
Daniel Zadnik
Director, Hawthorn Finance
Ray Short
Ray Short
Partner, Business Services, McLean Delmo Bentleys
Amanda Kenafake
Amanda Kenafake
CEO, Power Tynan
Dan Cuthbert
Dan Cuthbert
Leasing and Finance Manager, Power Tynan
Stuart Donaldson
Stuart Donaldson
Partner, Accendo Financial
10:10 AM - 10:35 AM

Morning tea and networking break

10:35 AM - 11:30 AM

Alternative product roadmap – Learn the solutions you can provide to help SMEs thrive

Know your options when it comes to financial products and solutions and how they can work for your individual clients’ needs.

This interactive session is designed to equip brokers with key information on a range of products and services that cover both the home loan journey and complementary services. It will help you to quickly and efficiently identify where you need to spend your time. You will walk away with one easy-to-use forecast spreadsheet to reference with clients.

Brendan Widdowson
Brendan Widdowson
Head of Sales, Banjo Loans
Michael Volkiene
Michael Volkiene
CEO, iDutch
Christopher Bhagwan
Christopher Bhagwan
National Business Development Manager, Limba Loans
Tom Caesar
Tom Caesar
Chief Executive Officer, Nodifi
Pasquale Caia
Pasquale Caia
Senior Business Development Manager VIC/TAS, Pepper Money
Clinton Arentz
Clinton Arentz
Head of Lending & Property Assets, Trilogy Funds
Stefan Heather
Stefan Heather
Senior Business Development Manager QLD, Pepper Money
Drew Clegg
Drew Clegg
Senior Business Development Manager NSW/ACT, Pepper Money
Lee Postlethwaite
Lee Postlethwaite
Head of Sales, Moneytech
Stuart Donaldson
Stuart Donaldson
Partner, Accendo Financial
11:30 AM - 12:25 PM

Lunch and networking break

12:25 PM - 01:40 PM

The power of SME lending – A unique lens to drive financial outcomes

Unlock the key to SME lending and turn the humble P&L, will little effort, into an SME engagement tool with profound outcomes for you and your clients, now and well into the future.

This hands-on workshop will help you interpret financial statements to facilitate far deeper and more meaningful meetings with SME clients.

Upskill and build confidence as we work through real-life case studies to guide you to:

  • Forecast borrowing power
  • Identify funding opportunities
  • Collaborate on your SME clients' long-term goals and growth plans
  • Drive the discussion with business owners and lenders

You will walk away with a simple yet powerful and profound financial model to apply to SME opportunities that will help you stand out from the crowd.

Stuart Donaldson
Stuart Donaldson
Partner, Accendo Financial
01:40 PM - 02:10 PM

Know your SME client

There are more than 2 million SMEs in Australia, spanning a huge array of industries, from agriculture, to retail, to hospitality and professional services. These industry-specific SME borrowers all have different profiles, behaviours and business needs.

Having an astute understanding of their specific pain points – based on their business situation – is key to helping you establish trust and position your brokerage as the professional partner who can support their long-term finance needs.

Our panel of industry experts will unwrap the varying finance needs of these different borrower types and highlight which solutions are most suited to deliver the optimal business outcomes.

Karen Carter
Karen Carter
Head of Commercial Broker, BOQ Business and BOQ Specialist
Ren Hor Wong
Ren Hor Wong
Executive Chairman and CEO, N1 Holdings
Ben Howell
Ben Howell
Senior Business Development Manager NSW/ACT, Prospa
Chanel Coombs
Chanel Coombs
Business Development Manager VIC/TAS, Prospa
Renee Tocco
Renee Tocco
Northern Region - Regional Manager (NSW, ACT & QLD), Prospa
Stuart Donaldson
Stuart Donaldson
Partner, Accendo Financial
02:10 PM - 03:10 PM

Concluding remarks and networking drinks

Stuart Donaldson
Stuart Donaldson
Partner, Accendo Financial
09:30 AM - 10:00 AM

Arrival and registration

10:00 AM - 10:10 AM

MC Welcome

Stuart Donaldson
Stuart Donaldson
Partner, Accendo Financial
10:10 AM - 10:45 AM

The big picture: A fully diversified business

What if you could offer your clients all the finance products they need? What would this do for your business and your bottom line in a year?

A 360-degree fully diversified brokerage is possible... if you know how.

In this never-before-seen program, leading facilitator Stuart Donaldson will help you to reimagine your business and give you the tools to recreate your brokerage and offer an holistic range of finance products.

You will learn:

  • How to optimise your business to compete with some of the best diversified models in Australia
  • How to balance working hours to run a fully diversified brokerage in a 38-hour week
  • How to form better referral partnerships and where to find these professionals
Stuart Donaldson
Stuart Donaldson
Partner, Accendo Financial
10:45 AM - 10:50 AM

Spotlight: CAFBA

David Gill
David Gill
CEO, CAFBA (Commercial & Asset Finance Brokers Association of Australia)
10:50 AM - 11:10 AM

Fireside: The accountant and the broker – A win-win partnership

You don't not need to be an SME finance specialist, you just need to build the right relationships.

In this session, hear from a principal SME accountant and broker as they share how they have leveraged strategic partnerships to deliver holistic, seamless funding solutions to their clients. Uncover how you can work closely with accountants to educate each other and help clients make the best choice for their business.

11:10 AM - 11:35 AM

Morning tea and networking break

11:35 AM - 12:30 AM

Alternative product roadmap – Learn the solutions you can provide to help SMEs thrive

Know your options when it comes to financial products and solutions and how they can work for your individual clients’ needs.

This interactive session is designed to equip brokers with key information on a range of products and services that cover both the home loan journey and complementary services. It will help you to quickly and efficiently identify where you need to spend your time. You will walk away with one easy-to-use forecast spreadsheet to reference with clients.

Brendan Widdowson
Brendan Widdowson
Head of Sales, Banjo Loans
Michael Volkiene
Michael Volkiene
CEO, iDutch
Christopher Bhagwan
Christopher Bhagwan
National Business Development Manager, Limba Loans
Tom Caesar
Tom Caesar
Chief Executive Officer, Nodifi
Clinton Arentz
Clinton Arentz
Head of Lending & Property Assets, Trilogy Funds
Drew Clegg
Drew Clegg
Senior Business Development Manager NSW/ACT, Pepper Money
Franco Bombardieri
Franco Bombardieri
Head of Sales, Moneytech
Stuart Donaldson
Stuart Donaldson
Partner, Accendo Financial
12:30 AM - 01:25 PM

Lunch and networking break

01:25 PM - 02:40 PM

The power of SME lending – A unique lens to drive financial outcomes

Unlock the key to SME lending and turn the humble P&L, will little effort, into an SME engagement tool with profound outcomes for you and your clients, now and well into the future.

This hands-on workshop will help you interpret financial statements to facilitate far deeper and more meaningful meetings with SME clients.

Upskill and build confidence as we work through real-life case studies to guide you to:

  • Forecast borrowing power
  • Identify funding opportunities
  • Collaborate on your SME clients' long-term goals and growth plans
  • Drive the discussion with business owners and lenders

You will walk away with a simple yet powerful and profound financial model to apply to SME opportunities that will help you stand out from the crowd.

Stuart Donaldson
Stuart Donaldson
Partner, Accendo Financial
02:40 PM - 03:10 PM

Know your SME client

There are more than 2 million SMEs in Australia, spanning a huge array of industries, from agriculture, to retail, to hospitality and professional services. These industry-specific SME borrowers all have different profiles, behaviours and business needs.

Having an astute understanding of their specific pain points – based on their business situation – is key to helping you establish trust and position your brokerage as the professional partner who can support their long-term finance needs.

Our panel of industry experts will unwrap the varying finance needs of these different borrower types and highlight which solutions are most suited to deliver the optimal business outcomes.

Karen Carter
Karen Carter
Head of Commercial Broker, BOQ Business and BOQ Specialist
Ren Hor Wong
Ren Hor Wong
Executive Chairman and CEO, N1 Holdings
Ben Howell
Ben Howell
Senior Business Development Manager NSW/ACT, Prospa
Stuart Donaldson
Stuart Donaldson
Partner, Accendo Financial
03:10 PM - 03:40 PM

Concluding remarks and networking drinks

Stuart Donaldson
Stuart Donaldson
Partner, Accendo Financial