12 lessons from 30 years in accounting

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Choose your workshop location and register online today – tickets are $99 including GST.

Gold Coast:

9am to 12:30pm | Monday 28 November 2016

Location: Surfers Paradise Golf Club



9am to 12.30pm | Tuesday 29  2016

Location: CA ANZ Training Rooms L32, 345 Queen Street Brisbane



Registrations, tea/coffee

Introduction, Lessons 1-6

Morning Tea

Lessons 7-12, participant sharing, detailed Q&A

12.30pm  End

The workshop will be interactive and a workbook and feedback form will be provided. Rob Pillans will be available for further questions after the workshop has concluded.

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In this three hour workshop Rob Pillans will share 12 important lessons from 30 years of working in and with accounting firms. He’ll talk about why they are relevant in the digital age and how accounting firms can apply them for their benefit.

This is a practical workshop that will provide useful stuff you can immediately apply in your firm. Some of the areas covered will be:

  • Marketing and sales (and why they are not as hard as accountants believe)
  • Leadership (and why it is so critical)
  • People management and development
  • Effective use of technology
  • Workflow, processes and efficiency
  • Client service and relationship management
  • Priority / self-management
  • Risk management
  • What you should measure in your firm to drive growth.


  • 3 hours of relevant, useful content
  • Ideas you can implement in your firm
  • CAANZ and CPA members get 3 hours CPD
  • IPA Members get 3 hours CPE
  • Morning Coffee / tea to get started
  • Morning Tea
  • Participant workbook
  • Access to the slides

Who Should Attend:

Accounting firm owners, managers and senior accountants. Definitely your Business Manager/Practice Manager, Marketing Manager, HR Manager if you have them.

Your Workshop Leader:

For 30 years Rob Pillans has been working in and with accounting firms. He’s been the CEO of two accounting firms, the GM of one and the Business Manager for two more. He spent 10 years delivering client services, including as a Business Services Manager.

The firms he has been in have ranged in size from 1 to 50 partners and his experience is hands on and complemented by his Masters in Business coaching and ongoing research into what successful firms do. Most recently, Rob was the COO for Proactive Accountants Network / Panalitix. You can read more about Rob here.



“Excellent and relevant topics. Rob is outstanding as a presenter”

Jeremy Coverdale, Partner – Cheesman Applegarth, Toowoomba

“Very helpful, great ideas. Loved that it came from real circumstances and experience. Very genuine.”

Jodie Hill – Inspire Wealth, Sunshine Coast

“Great morning, interesting and food for thought. Rob is an excellent presenter.”

Jenny Frusher –  Jennifer Frusher Chartered Accountants, Cairns

“Excellent, made me think. Excited to do some changes.”

Rod Sherrington – Trinity Accountants, Cairns

“Great content, outstanding workshop.”

Suzanne Grima – CE Smith, Mackay

“Great workshop. We need to work on our business just like we tell the clients!”

Jenny McGrath – Brilliant Money Solutions, Cairns

“Excellent workshop. Very useful knowledge that can be applied to accountants and all business overall.”

Michael Davis – Davis Accounting, Townsville