Firmwide Meetings FY26

Month

Supporting Material

Agenda

Firmwide Meeting Slides

Agenda & Presenters

1.Caseware Financials (Helena)

2.Marketing Requests, Marketing Calendar & Tracking prospects/new clients (Varshha)

3.Engagement Letters & Automation/AI Update (Jamie)

4.New Client template (Rose)

5.Focus for FP team in FY26 (Nellie/Stephen)

6.SMSF – Workflow Planning & Scheduling (Mark)

7.Christmas Shutdown Dates & RDO Trial (Brihony)

Agenda & Presenters

• AP, Payroll & Reimbursements – Brihony

• HR Projects – Brihony

• Reward & Recognition – Brihony

• Marketing Updates – Varsha

• Leaving the Office – Chris

• Celebrations – (No presenter listed)

Agenda

1.Camera’s on please (Mark)

2.Tax deductibility of financial planning fees (Tracee and Alex)

3.Net Promoter Score Q1 FY26 (Stella)

4.Marketing updates (Varshha)

5.Client Contact Information – Timely Entry & Data Security (Ashleigh)

6.Nellie’s Count.ed key takeouts (Nellie)

7.Rose’s Count.ed key takeouts (Rose)

8.Brihony’s Count.ed key takeouts (Brihony)

9.Marks Count.ed takeouts (Mark)

10.MyProsperity (Kosta)

11.Innovation Team (Jamie)

12.Strategic initiative update (Ashleigh, Sara, Brihony, Mark, Jamie, Rose)

13.Firm structure (Mark)

14.HR updates (Brihony)

15.Community goals (Brihony)

16.Shout Outs! (Mark)

Agenda:

1. Reverse Advent Calendar Community Initiative (Kellie from CareNet)

2. Graduate Training Video Update (Sally)

3. Team Kill Cancer Gala (Brihony)

4. People and Culture Update (Brihony)

5. Marketing Update (Varshha)

6. Shout Outs, Birthdays and Work Anniversaries (Mark)

1.NOCLAR Rules & Tranche 2 AML Update -  Mark

2.Smart Car Leasing - Mark

3.Strategic Initiatives Update -  Ashleigh, Sara, Brihony, Mark, Jamie, Rose

4.Automation Specialist & Innovation Team – Jamie

5.Operations Update - Rose

6.Visiting Our Overseas Team Members – Mark

7.Marketing Updates & Net Promoter Score – Varshha

8.People & Culture Projects and Engagement Survey Results – Brihony

9.Defining Our Why – Helena

10.Xmas Party - Cam

Firmwide Meeting Slides

1. Team Announcement – KL
2. Team 2 Update – MOB
3. People & Culture Projects – BC
4. Dashboards Insights Refresh – AD
5. Strategic Initiative Updates
6. Operations Update – RS
7. Marketing Updates – SK
8. Timesheet Reminder – EN
9. O’Brien Morning Tea – AC

1.Kloud Connect Bench Marking - Brad

2.Taste of Harmony – Emmison

3.People & Culture Projects – Brihony

4.Strategic Initiative Updates – Leads

5.Rose Goes to China – Rose

6.Clean Desks & Clear Screens – Rose

7.Operation Team Updates – Rose

8.Marketing Updates – Stella

9.Naming Documents – Sara

12. March Celebrations - Mark

April