As a Member and past guest of BOAA, I am inviting you to join me in my other role as Chair of the CPA Australia Vic SME Committee.
Bridging the Gap for SMEs: How in-house CPAs can assist Business Owners
Join us for a dynamic breakfast session hosted by CPA Australia's Public Practice and SME Committees, as we explore the considerations for how SMEs and CPAs can create real impact with a balanced, effective mix of internal and external expertise — whether in-house, as CPA advisors, or through Virtual CFO support.
Hear from industry leaders, business owners and make new connections as we unpack:
- The evolving role of the CPA in today’s SME landscape
- Key areas where CPAs are supporting SMEs to drive value including
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- Working capital, breakeven analysis, strategy & growth
- In complementing in-house accounting expertise
- Considerations, costs and benefits of in-house expertise
- Career pathways for CPAs across public practice and commerce
- Real-life examples of CPAs helping businesses thrive
Whether you're a CPA in practice, working inside an SME, or running a business of your own — this session will inspire a fresh outlook on what an efficient and effective finance function looks like for SME’s of various types.
Speakers
Warren Otter
Founder
Otter & Associates
Warren Otter is the founder of Otter & Associates, a boutique Mergers & Acquisitions and Growth Advisory firm specialising in helping private business owners in the SME sector ($6–$50m revenue) achieve growth and successful exits. With over 26 years’ experience as a business owner, Warren profitably grew his own manufacturing business from $4.5m to $25m in the mid-2000s, and now applies these proven strategies to other mid-sized firms.
Warren holds a Business Degree in Accounting, is an FCPA, and has an MBA, combining deep financial expertise with practical business acumen. His focus is on building wealth, freeing up time, and creating lasting legacies for business owners.
Peter Knell
Principal Management Consultant
Dillon Clyne
Peter is a seasoned commercial leader and management consultant with over 20 years of experience driving growth and transformation across sectors including education, childcare, energy, retail, and finance. He co-founded TheirCare and scaled it nationally as CFO and Company Secretary. Before that, he was CFO at OSHClub, leading its transition from partnership to corporate and executing strategic transactions. Now leading the consulting arm at Dillon Clyne, Peter helps SMEs solve real business problems in real time, drawing on deep expertise in finance, human capital, and operational change.
David King
CEO, CEO, Eastern Australia & NZ
The CFO Centre
David is a dynamic professional armed with exceptional financial management expertise, outstanding people skills, and a strategic mindset. Passionate about empowering Business Owners to realise their dreams, David thrives on collaborating with growing organisations to help them achieve their goals. With a wealth of experience as a CFO, David has successfully partnered with many Private Businesses.
The CFO Centre is the market-leading provider of fractional or part-time CFOs across the world with 800+ CFOs in 18 countries, of which 70+ CFOs can be found in our teams across Australia and NZ.
Moderator
Jason Robinson
Director
Future Advisory
Jason Robinson FCPA is a director of Future Advisory, which specialises in providing personalised tax and business advice to individuals and SMEs. He is the Chair of CPA Australia’s Victorian Public Practice Committee, he’s on Xero’s Partner Advisory Council, and has twice won Xero’s Accounting Partner of the Year. He has a coffee business on the side and is also a co-host of The Numbers Game podcast. He has been in practice for over 15 years and his firm operates out of three offices across Australia.
Venue / Location
CPA Australia
Level 28, 20 Freshwater Place, Southbank, VIC 3006
Light breakfast and coffee provided, registration from 7:00am.
Date & Time: Thursday 12th June from 7.00am to 9.00am
BOAA will cover the cost for Members only, you just need to book via this invitation.
Non-Members and guests will be at a cost of $60.00 and you will need to book via the CPA Link below.
The event will be a great networking opportunity as we also will be part of a wider CPA audience.
For full details & to register for non-members & guests see CPA Australia link below
https://events.cpaaustralia.com.au/event/a526b788-ebce-4c4e-82e5-8fbb9c136525/summary
