Whangarei Accountants - Elevate CA - Tax, Xero, Business Development, Accounting

Whangarei Accountants serving Northland, Auckland and Whangarei Loving what we do: bringing fresh energy and innovative thinking to your business! Phone 09 430 0910.

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Events

Elevate CA hosts regular events for business owners - including the monthly Business Owners Forum events which alternate between Auckland and Whangarei venues. A big part of the Elevate CA ethos is to share our knowledge and skills with the business community that allows us to thrive.

In line with this ethos, Elevate CA events are always free of charge - and have no strings or sales pitches attached.

Below is a full list of events hosted by Elevate CA, or events where we are involved as sponsors, supporters or presenters.

Shareholders Agreements (Whangarei)

 

Do you have a signed shareholders’ agreement?  Can you lay your hands on a copy?  Is it up to date and relevant? 

What would happen if you or one of your shareholders wanted out of the business?  What would happen if you or one of your fellow shareholders were permanently incapacitated and unable to continue working in the business?  If one of your shareholders were to die unexpectedly, would you suddenly find yourself in business with his or her spouse?  Would that cause difficulties? 

Does the business have insurance to cover those possibilities?  Who owns the insurance policy and how do you know the proceeds will be used for their intended purpose?

These are all good questions, and business owners should have an equally good answer.  Especially if you are in business with one or more unrelated shareholders.

On 25 May, the Business Owners Forum will discuss these questions and more.  The panelists for this event are:

 

Chris Taylor.  Chris is a Senior Lawyer in the Webb Ross Commercial team.  Chris has had a hand in negotiating and drafting numerous shareholders agreements for his clients – and he will share some of the tips and pitfalls in this process.

Fraser Hurrell.  Fraser is a director of Elevate CA Limited – a company with three unrelated shareholders.  Fraser will recount the process he and his fellow shareholders went through in arriving at a robust agreement including what they did well and what they might do differently next time.

The third panelist will be confirmed and posted here shortly.  He or she will discuss some of the risks inherent in being in business with unrelated shareholders – and some of the ways you can mitigate these risks.

 

This event will be held at Elevate CA from 5:30pm to 7:00pm on 25 May.  Street address and contact details are here >>>. 

As always, Business Owners Forum events are free of charge to attend. Just email Fraser Hurrell >>> before 23 May to reserve your seat – and to join the invite list for future events, enter your details in the boxes to your right.

 

 

Management vs Leadership – Albany

What is the difference between leadership and management?  What separates the great from the mediocre in business leadership?   How can you hone your own leadership skills to be equal with the best?  

Come along to this Business Owners Forum event to hear from some of our outstanding local leaders  and managers in the SME space – and to take away some real practical tips for improving your own performance!

This event will be held at the BNZ Partners Centre, 61 Constellation Drive, North Harbour at 5:30pm on Thursday 14 April. 

This event will be MC’d by Ngaio Merrick, Business Development Manager of Auckland Tourism, Events and Economic Development >>>.  And we have a great panel who stand out for different reasons:

  • Paul Adams.  Paul is CEO of Everedge IP >>> – a local success story that occupies an important niche serving ambitious technology entrepreneurs and leading companies globally.  Paul founded Everedge IP in 2003 and has lead its growth over the past eight years.  Paul will share some of the leadership mindsets, tips and techniques that have made a real difference on his journey. 
  • Grant Hewson.  As General Manager of Accomplish Global >>>, Grant describes himself as a balanced manager with a sound understanding of all functions, with a focus on sales and marketing.  Grant will share his views on the ingredients for leadership success.
  • Michael Masterson.  Michael is the former CEO of SalesForce >>> – one of Australiasia’s largest customer service organisations who employ 7,000 staff and hold 100 million conversations with their customers each year.  Michael will share some of the leadership tips from his journey at the helm of SalesForce.
  • As always, Business Owners Forum events are free of charge to attent.  Just email Fraser Hurrell >>> before 12 April to reserve your seat – and to join the invite list for future events, enter your details in the boxes to your right.

    This event will be repeated in Whangarei with a different panel on 21 July.

    Customer Engagement – Whangarei

     

    If you’re tired of competing on Price or Product, come along to get some good practical tips from our panel on how to build a better business based on Customer Loyalty.

    This Business Owners Forum event will be held on Thursday 31 March at 5:30pm at Elevate CA in the Whangarei CBD.  Street address and contact details are here >>>.

    Here’s who will be on the panel:

    • David Espiner.  David is a director of the CX Group >>>, who specialise in helping businesses implement strategies and systems to differentiate based on customer engagement.  David will share some of the mindsets, tips and tricks that will make a real difference on this journey. 
    • Fraser Hurrell.  As a director of Elevate CA Limited >>>, Fraser enjoys helping his clients implement simple measurement systems that can monitor business KPIs on a monthly basis.  Fraser will show you how to include customer experience as a measurable KPI.
    • Michael Masterson.  Michael is the former CEO of SalesForce >>> – one of Australiasia’s largest customer service organisations.  Michael will share some of the tips that smaller businesses can learn from the way large service oriented corporates manage customer engagement.

    As always, Business Owners Forum events are free of charge to attend.  Just email Fraser Hurrell >>> before 30 March to reserve your seat – and to join the invite list for future events, enter your details in the boxes to your right.

    This event will be repeated in North Harbour on 16 June 2011.

    How my Business Thrived in the Recession – Whangarei

     

    Although the recession is behind us, many industries are still struggling.

    But the Business Owners Forum crew thought we’d end the year on a more positive note than that!  So the final event for the year will feature the topic “How My Business Thrived in the Recession”.

    Join us to hear some powerful lessons and stories from a panel who have bucked the trend and thrived during this difficult period.  

    Where and When?

    Thursday 9 December – 5:30pm to 7:00pm at the BNZ Partners Centre >>> cnr Rust Ave and Bank Streets, Whangarei.

    This event is also being held on the North Shore on 7 December – for full details, click here >>>.

     

    Who’s on the Panel?

    Lindsay Faithfull, CEO of McKay Electrical.  Lindsay has succesfully led the growth of McKay Electrical during a time when many in this industry were struggling to survive.  Lindsay has a powerful message for business owners.

    Heather Tomason, director of Griffiths & Associates.  Business in construction related industries has been challenging over the past two years – and this company responded quickly and left the recession bigger and stronger for it.  Join us to hear Heather’s story.

    Sam Johnson, Managing Partner of BNZ Partners.  Sam has worked closely with many diverse businesses during the recent tough times – and he knows first hand the traits and habits that have separated the successes from the rest.    

     

    As always, Business Owners Forum events are targeted to owners of businesses in the $1 million plus turnover bracket – although all business owners are very welcome.  

    These events are free of charge to attend – supported by BNZ Partners, Waterstone Insolvency, The Bottom Line Expense Reduction, – and Elevate CA.  There is never a sell from the supporters – BOFs are just a way to give something back to the business communities that allow us all to thrive. 

    If you’d like to join us – or to be included on the invite list for future BOF events, just email Fraser Hurrell by Wednesday 8 December at fraser@elevateCA.co.nz.

    How my Business Thrived in the Recession – Albany

     

    Although the recession is behind us, many industries are still struggling.

    But the Business Owners Forum crew thought we’d end the year on a more positive note than that!  So the final event for the year will feature the topic “How my Business Thrived in the Recession”.

    Join us to hear some powerful lessons and stories from a panel who have bucked the trend and thrived during this difficult period.   

     

    Where and When?

    Tuesday 7 December – 5:30pm to 7:00pm at the BNZ Partners Centre >>>  61 Constelletion Drive, North Harbour.

    Thursday 9 December in Whangarei – click here >>> for full details of this event.

     

    Who’s on the Panel?

    Grant Hewson, General Manager of Accomplish Global.  Grant has succesfully led the growth of the Accomplish brand internationally during a time when business to business growth has been tough to say the least.

    Judy McGrath, owner of Flying Flowers.  Business in the retail space has been challenging over the past two years – and there is not a lot of light at the end of the tunnel.  Join us to hear Judy’s story.

    Ngaio Merrick, Business Development Manager of Auckland Tourism, Events and Economic Development – or better known pre-super-city as Enterprise North Shore.  Ngaio has worked with businesses of all ilks during the tough times – and she knows first hand what has separated the successes from the rest.    

     

    As always, Business Owners Forum events are targeted to owners of businesses in the $1 million plus turnover bracket – although all business owners are very welcome.  

    These events are free of charge to attend – supported by BNZ Partners, Waterstone Insolvency, The Bottom Line Expense Reduction, Auckland Tourism, Events and Economic Development – and Elevate CA.  There is never a sell from the supporters – BOFs are just a way to give something back to the business communities that allow us all to thrive. 

    If you’d like to join us – or to be included on the invite list for future BOF events, just email Fraser Hurrell by Monday at fraser@elevateCA.co.nz.

     

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