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Events

Lonsdale Financial Group associates have access an extensive calendar of training and events.

Below is a description of each event.

  • Professional Development Days
    Professional Development Days are held in Melbourne and Sydney three times throughout the year, usually in February, May and August.

    The sessions are strategic in content with a variety of sessions aimed to enhance the skills and knowledge of attendees. These sessions range from investment presentations, through to SMSF, Risk Insurance, Estate Planning and Practice Management etc.

 

  • Annual Conference
    The DKN Associated Community and Lonsdale Annual Conference is held annually and Conference presentation topics generally fall into the following streams:

    - Strategy/Technical
    - Practice Management
    - Risk/Estate Planning
    - Superannuation

 

  • SMSF Technical Forums
    Lonsdale runs bi-annual SMSF Technical Forums in February/March and August/September which are highly technical, and designed for SMSF specialists.

 

  • Risk Training Sessions
    This year's specialist risk forums will run concurrently with the SMSF Technical Forums in February/March and August/September. These workshops cater for practices looking to improve the quality and quantity of insurance written and up skill advisers on the structural methodology for providing appropriate advice and protection solutions.     

 

  • Leadership Forums
    Lonsdale Leadership Forums are run bi-annually in Melbourne and Sydney. The forums include the delivery of the Catalyst learning modules and encourage representatives to share collective experiences and exchange ideas.   

 

  • Chairman's Council
    Similar to the Leadership Forums, the Chairman's Council is a structured forum designed to encourage idea sharing and collaboration and include the delivery of the Catalyst learning modules.  

 

  • Catalyst for Accountants Network Meeting
    Network meetings are informal gatherings of accountants with the aim of working together to assist each other at a practical level. The meetings cover topics such as:

    - securing and retaining staff
    - in sourcing skills
    - monitoring workflow
    - evaluating software