Financial Planning Events Across Australia
Connect with industry professionals, explore emerging trends in business finance, and develop practical strategies. Our 2025 schedule brings together business owners, advisors, and finance specialists for meaningful conversations about sustainable growth.
2025 Event Calendar
Cash Flow Management Workshop
Practical session on forecasting, managing seasonal variations, and building cash reserves. Includes template walkthroughs and peer discussion about common challenges.
Melbourne Conference Centre
Business Finance Summit
Two-day conference covering capital structure, growth funding options, and financial reporting improvements. Keynotes from business owners who've scaled successfully, plus breakout sessions on specific topics.
Sydney Convention Centre
Advisory Services Evolution
Half-day program for accountants and consultants exploring how advisory models are changing. Discussion of pricing approaches, service packaging, and client communication methods.
Brisbane Business Hub
Year-End Planning Strategies
Focused workshop on tax planning opportunities, reviewing financial performance, and setting realistic targets for the coming year. Timing helps businesses make end-of-year decisions.
Online via Zoom
Regional Business Finance Series
Traveling program visiting regional centers including Albury, Ballarat, and Wagga Wagga. Condensed format addressing challenges specific to businesses outside major cities. Exact dates being finalized.
Multiple Regional Locations
What Happens at Our Events
Beyond scheduled sessions, the value often emerges in side conversations during breaks, questions that spark new thinking, and connections made with others facing similar challenges.

Interactive Learning
Sessions balance presentation with participation. You'll work through scenarios, ask questions as they arise, and share perspectives with others. Most people find the group discussion just as useful as the prepared content.
Real Business Context
Presenters draw from actual client situations and business experiences. Case studies come from Australian businesses similar to those attending. When discussing strategies, we talk about what worked, what didn't, and why.
Ongoing Resources
After each event, you'll receive materials that remain useful: templates you can adapt, checklists for implementing concepts, and contact details for presenters if questions come up later. Past attendees often reference these months afterward.

Meet Dalton Graves
Dalton coordinates our event program and usually handles registration questions. He spent years in business advisory before moving into education and event management. If you're unsure which session suits your needs or have specific requirements, he's the person to contact.
The best events create space for honest conversation about what's actually challenging. People appreciate when we acknowledge that finance isn't always straightforward and that different approaches work for different businesses.