Chan & Naylor JVP Meeting May 2017

JVP Meeting May 2017

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The 2017 Chan & Naylor JVP Meeting was held at 50 Miller Street, North Sydney, NAB Academy Building on May 11th and 12th and it included talks on numerous topics and several side events that provided the team plenty of opportunities to interact with each other. Most of the topics engaged practical discussions that focused on new technology and the company’s best practices.

On the first day of the conference, C&N Founder Ed Chan delivered the opening speech and touched base with the attendees. Mr. Ron Drost of iPractice Apps was the first to take the floor and discussed the development of the Chan & Naylor app and how it can be a unique advantage of the company. Mr. Jamie Johns of Sky Accountants talked about the latest Outsourcing Business Model with the help of Receipt Bank, represented by Sophie Hossack who held its demonstration. Nick Sinclair of TOA (The Outsourced Accountants) also shared his piece about his teams in Australia and Philippines and how they can support Chan & Naylor’s potential plans of scaling their bookkeeping business.

Des Whytes of Expertential discussed about the first Expertise Management System (EMS) software that helps ambitious individuals, early adopters, savvy entrepreneurs, SMEs and established organisations “finish jobs expertly & efficiently, for half the cost” by increasing, optimising and leveraging their collective expertise. 

Chan & Naylor JVP Meeting Speakers

On 12th of May, Guy Pearson started the day with a discussion about practice ignition software followed by Steven Eager who talked about the MYP Advisory Platform. Topdocs’s Director Michael Spakman presented a new platform which would help determine the best solution for each client’s specific estate planning requirements and can be completed and forwarded to lawyers for review. Chan and Naylor Marketing Manager Rikki Carandang also presented her digital marketing plan for the year. Other topics included strategies to address the new Superannuation changes, Asic’s review into Finance and new sources of funding from Fintechs, and a comprehensive demo of Bizness Apps.

“The meeting revolved around embracing and integrating new technology into the practices so that we can better serve our clients and have a faster turn-around time,” Chan & Naylor Founder Ed Chan said.

“We focused on new methodologies and tools that would enable us to deliver better service to our clients yet not letting them bear any additional cost, whilst maintaining a healthy margin for the entire Chan and Naylor Group, creating a win-win situation for both the client side and the partners’ businesses.” 

The JVP meeting happens twice a year. It is an event where all Chan and Naylor partners from different states congregate for two days, having third party industry providers, and the partners themselves present updates to the group. Chan and Naylor have nationwide offices in Brisbane (managed by Michael Burgess and Robert Edwards) and Capalaba (managed by Janelle Bartlett) both in Queensland, Melbourne CBD and Moonee Ponds both in Victoria (managed by Sandro Bagnati), East Perth in Western Australia (managed by Lilian Fisher) , and Bankstown (managed by Peter Ristevski), Parramatta (managed by Clive Nelson), Pymble (managed by Ian Seeto), North Sydney (managed by Andrew Stanning), and Sydney CBD in New South Wales (managed by Ershad Ulah).  The Wealth Planning Division headed by the Chan and Naylor Finance team with Graeme Salt and Doug Daniels also attended the event, presenting ways to strengthen synergy with accounting partners.


Disclaimer: This article contains general information; before you make any financial or investment decision you should seek professional advice to take into account your individual objectives, financial situation and individual needs. Click for more detail regarding this disclaimer.

Related:  Peter Ristevski of Chan & Naylor South West Sydney Discusses Capital Gains Tax in Your Investment Property Magazine October 2018 Edition

*Photo from flickr

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