Bringing with it always, a renewed sense of focus and enthusiasm, the Chan and Naylor Joint Venture Partner meeting is a momentous event that creates in everyone, confidence to face new challenges and innovations ahead.
Further cementing the relationships of partners and sponsors, the recently concluded meeting was held on November 21, 2019 at the InFocus headquarters and was hosted by Clive Nelson, Managing Partner of Chan and Naylor Parramatta.
The meeting opened with customary greetings and turned into a wide-ranging, strategy-packed discussion with the goal of bringing into fruition financial solutions that will ultimately benefit the clients as well as the partnership.
The attendees, picking each other’s brains.
The The Outsourced Accountant (TOA) and the partners shared individual experiences and feedback on Outsource accounting staff, including news about TOA.
The first speaker, Director of Topdocs, Mr. Michael Spakman made valuable contributions in the discussion as he brought everyone up to date on the most recent available information about wealth planning and market strategy.
Michael Spakman of Topdocs
The meeting’s second speaker, Mr. Nathan Pickering of RADBE Consulting talked about their services as an additional resource for accounting firms, like Chan and Naylor, and their clients who might be entitled to R&D grants from the Australian Taxation Office (ATO).
Nathan Pickering of RADBE Consulting
Ms. Rikki Carandang, Marketing Manager of Chan and Naylor also discussed marketing strategies currently being implemented and introduced the incoming Marketing Manager, Emile Scott and his plans for the group when he takes over from her on her maternity leave.
Mr. Anil Puri, Director of Chan and Naylor Business Coaching, also talked about business coaching and its efficacy. Finally, Mr. Graeme Salt, Managing Partner of Chan and Naylor Finance, apprised the group of current practices in loan brokering as well as interest rate forecasts.
The meeting was a roaring success with everyone able to brainstorm their ideas with everybody. It’s always an occasion for celebration when bright minds meet and collaborate for the common good, which is why dinner and drinks at the Boat Shed Maroochydore was the perfect way to end the day.
With Peter Loder of Topdocs, and Brian Walsh of The Outsourced Accountant
(Left to Right) Peter Locandro, Doug Daniel, David Naylor, Ed Chan, Brian Walsh, John Kukulovski, Liam Bellamy, Anil Puri, Clive Nelson, Peter Loder
With Radbe Consultants Nathan Pickering and James Eddy.
(Left to Right) Rikki Carandang, Janelle Bartlett, Lilian Fisher, Graeme Salt, Cindy Su, Nathan Pickering, James Eddy, Phil Efthimiou
The Chan and Naylor Joint Venture Partner Meeting happens twice a year. The Chan and Naylor group wishes to thank all the partners and sponsors for making this year’s meeting a success.
The Chan & Naylor Group has national offices in South West Sydney, Sydney, Pymble and Parramatta in New South Wales, Wheelers Hill, Melbourne, Moonee Ponds and Hawthorn in Victoria, Brisbane and Capalaba in Queensland, and East Perth in Western Australia that can assist you with your accounting needs. Contact us here today.