FAAA PROFESSIONAL PRACTICE WORKSHOP

Innovation in employee engagement, retention and reward

CONGRESS DAY ONE | MONDAY 20 NOVEMBER | 1:45pm - 3:45pm

Please note, this session is open to FAAA Professional Practice members and FChFP practitioner members only.

Session overview

In today's rapidly evolving business landscape, financial planning businesses are increasingly recognising the significance of employee engagement, retention and reward in driving success and fostering a positive work environment. This workshop aims to provide you with valuable insights, strategies, and tools to enhance employee engagement and establish a culture of ownership mindset within your business.

Employee engagement is more than just a buzzword; it is a crucial element for high-performing teams and sustainable business growth. Engaged employees are passionate, committed, and motivated, which leads to increased productivity, improved client relationships and higher levels of innovation. By investing in employee engagement, businesses can create a supportive and empowering workplace that attracts and retains top talent.

We will also address share ownership programs that offer employees a tangible stake in the success of the company. When employees have a financial interest in a business, they are more likely to align their goals with its long-term objectives, making them active contributors to its growth and profitability. Share ownership programs can foster a sense of ownership, loyalty, and pride among employees, leading to higher levels of commitment, collaboration, and innovation. This is in conjunction with maintaining prudent corporate governance and control.

During this workshop, we will explore various strategies to boost employee engagement, such as effective communication, recognition and rewards, career development, and work-life balance initiatives. Additionally, we will delve into the implementation of share ownership programs, discussing different models and their potential benefits.Through interactive discussions and hearing from the perspective of both Principals and the 2nd Generation Advisers from Professional Practices, who have implemented a clear pathway for succession planning,  you will gain the knowledge necessary to instigate change and potentially establish a culture of ownership mindset.

Get ready to unlock the full potential of your employees and drive your business success, embarking on this transformative journey together!

Your presenters

Vicki Massey

strategic adviser and business coach, praxis coach

Vicki Massey, Partner and Strategic Adviser at Praxis, is an experienced strategic business consultant, coach, and mentor, having worked alongside over 100 financial advice and accounting firms. She is passionate about people and ensuring that they uncover their true potential and put in place plans to action and achieve their dreams and goals.

Vicki is a CPA, and her specialty is driving real change in businesses from strategic and succession planning, leadership, and implementation. Vicki has a Bachelor of Business (Accounting) and Diploma in Financial Planning and previously was in public practice (CPA) and owned an accounting and financial advice business.

JASON KIRK
Partner/Financial Adviser, Alman Partners

Jason joined Alman Partners True Wealth in September 2020 as a Senior Financial Adviser & Partner, to manage and grow Alman Partners’ presence in South East Queensland. Bringing with him over 25 years’ experience, Jason has a vast amount of knowledge in the wealth management and financial services sectors. Having previously managed his own financial planning firm, Jason has a thorough understanding and appreciation of what goes on behind the scenes in creating world-class investment solutions for his clients.


KELSEY DENT
Partner/Financial Adviser, Alman Partners

Kelsey joined Alman Partners True Wealth in 2016 and became a Partner in early 2023. As our firm’s youngest and most recent Partner, Kelsey is excited about the future of the profession, passionate about people and culture and ready to help steer the profession into its future state. Currently completing her CFP Professional qualification to add to her belt of qualifications, Kelsey co-hosts Alman Partners’ podcast, Wealth Experience and enjoys educating the broader community on all things financial.


DAVID ANDREW
Founder & CEO, Capital Partners Private Wealth

David is the founder and CEO of Capital Partners Private Wealth.  David is also the author of Wealth with Purpose: A common sense guide to wealth, investing and an inspiring life. 

In 1999, he saw an opportunity to approach financial planning differently and set about building one of Australia’s first fee-based financial advice firms. Capital Partners is Western Australia’s largest privately owned and independent financial advice firms.  In 2017 and 2019, Capital Partners was awarded The Financial Planning Association’s Best Professional Practice in Australia.  They were also the first firm in Australia to be awarded CEFEX Accreditation, the highest global standard for investment fiduciaries.

As an entrepreneur, David has worked through most growth stages. From a one-person start-up, through to building a professional management team and more recently starting succession to a third generation of owners.  His leadership message is quite simple – entrepreneurs need to create the business that they would want to be a client of, an employee of, and an investor in.


KATHRYN CREASY
Wealth Adviser, Head of Advice and Principal, Capital Partners Private Wealth

Kathryn is a Wealth Adviser, Head of Advice and Principal at Capital Partners Private Wealth Advisers; and 2021 winner of the Financial Planning Association of Australia’s ‘Certified Financial Planner Professional of the Year’ Award. She is one of eight second generation (Gen2) shareholders of Capital Partners, and a member of the Executive Management team.

Having commenced her career in marketing, she transitioned into financial services initially in stockbroking, and then, after realising the profound impact that good advice and planning can have on people’s lives, moved into comprehensive financial planning. Kathryn is very passionate about financial literacy and empowering women to take control of their personal finances.



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