The firms pulling ahead have combined AI with the right talent model. They're doing more with less — every week you wait is ground lost.
Skilled accountants, paraplanners, and SMSF administrators are harder to find than ever. The talent pipeline is broken and getting worse.
SMSF audits, ATO requirements, RG146 obligations — the burden keeps growing while your team stays the same size.
Tariq Munir cuts through the noise — separating AI tools that genuinely help scale financial practice workflows from the hype.
Learn the operating model that helps your practice grow in 2026, infusing the right technology with the right talent to maximise your efficiency
A live client panel with open Q&A. Hear directly from practices that have scaled — including the numbers they weren't sure about before they started.
Connect with experts, principals, SMSF specialists, financial planners, and brokers solving the same challenges.
Park Hyatt, 1 Parliament Square, Off Parliament Place, Melbourne (Find on Map)
Arrive, grab a coffee, and connect with peers before the formal program begins.
Setting the context for the evening: where the profession is heading, and what the augmented practice actually looks like in 2026.
6:40-7:05 PM
Keynote by Tariq Munir, Author, Global Speaker, ex-Finance Digital Transformation Lead PepsiCo.
7:05-7:30 PM
by SuperRecords
7:30- 7:55 PM
A live client panel with open audience Q&A. Peer practices share their real numbers, timelines, and honest reflections on making the transition.
7:55- 8:20 PM
by John Munden, Chief Strategy Officer, Cloudoffis
8:20-10:00 PM
A relaxed dinner with speakers, solution experts, and your peer principals.
12 Micron, 100 Barangaroo Ave, Sydney (Find on Map)
Arrive, grab a coffee, and connect with peers before the formal program begins.
Setting the context for the evening: where the profession is heading, and what the augmented practice actually looks like in 2026.
5:40 – 6:05 PM
Keynote by Tariq Munir, Author, Global Speaker, ex-Finance Digital Transformation Lead PepsiCo.
6:05 – 6:30 PM
Keynote by Kate Cooper, CEO, OKX Australia Co-Chair, Digital Economy Council of Australia.
6:30 – 6:55 PM
by John Munden, Chief Strategy Officer, Cloudoffis
6:55- 7:20 PM
A live client panel with open audience Q&A. Peer practices share their real numbers, timelines, and honest reflections on making the transition.
7:20- 7:40 PM
by SuperRecords
A relaxed dinner with speakers, solution experts, and your peer principals.
Keynote Speaker
Kate Cooper (CEO, OKX Australia)
Speaker
John Munden (Chief Strategy Officer, Cloudoffis)
Seats are limited and curated for decision-makers only.
If scaling your practice without increasing headcount is a priority in 2026, this is where the right conversations and the right opportunities begin.
Can’t make it on the day?
Register anyway — we’ll send you the key takeaways and session recordings.
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