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Registrations have opened for the SME Bootcamp – a free summit that could transform the way accountants and brokers support their SME clients.
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SME Bootcamp returns in 2024
13 June 2024
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11 minute read
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The SME Bootcamp 2024 will be held over two weeks in September in Brisbane, Sydney, and Melbourne. Register for free here.
This year, the bootcamp will be steered by Accendo Financial partners Stuart Donaldson, John Sgambelluri, and Trent Carter, who will equip accountants and brokers with the skills they require to diversify into small-to-medium enterprise (SME) finance, scale their business, and into business into a business advisory powerhouse.
Powered by Accountants Daily and its sister brand The Adviser, the SME Bootcamp is targeted at accountants and brokers looking to break into the commercial and asset finance advisory space to increase their revenue.
The speakers will deliver four sessions to help them unlock revenue potential, differentiate their offering, streamline decision-making by enabling them to guide SME clients in real time, and enhance client trust.
In the first session, Sgambelluri will provide practical tips on how accountants and brokers could enrich their consultancy services by incorporating break-even analysis into their interactions with SME clients.
They will learn about balancing price, volume and costs. They will also gain a deeper understanding of how to guide their clients through key business decisions and become their clients’ business adviser.
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Sgambelluri will then delve into business valuation and share insights on how accountants and brokers could understand financial performance and identify seven key areas that impact business multipliers, and provide accurate assessments and actionable recommendations.
They will also learn how to help clients anticipate and mitigate potential risks that business owners could encounter along their journey and strengthen their resilience in the face of challenges.
Following this, Carter will build on the insights around valuation and explore the credit risk accountants and brokers should be mindful of, and how insights from business valuation could inform credit risk assessment. The session is designed to provide a holistic view to strengthen loan applications.
Carter will detail how to articulate the value proposition of their clients’ businesses using language that resonates with credit officers to increase the likelihood of loan approval and favourable terms.
Accountants and brokers will learn how to refine their closing styles and overcome objections to seal deals with confidence in order to convert prospects into paying clients and maximising revenue potential.
The bootcamp includes fireside discussions on how they could expand their service offerings and tap into new revenue streams.
Throughout the free bootcamp, attendees will be given the opportunity to network with industry leaders, lenders, aggregators, as well as their peers.
The SME Bootcamp 2024 will be held in the following locations:
- Tuesday, 3 September at QT Hotel Gold Coast
- Thursday, 5 September at Le Montage, Sydney
- Wednesday 11 September at Grand Hyatt, Melbourne
Click here to register for free and don’t miss out!
For more information, including speakers and agenda, click here.
This bootcamp is produced by Captivate Events. If you need help planning your next event, email director Jim Hall at
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