I have always believed it is best to learn with a laugh than without one.
Mark Holton is one of Australia’s most respected trainers and presenters specialising in the business and financial services sector.
Current work
Mark Holton, FCPA, has more than 35 years’ experience as an accountant and Tax agent in practice. Mark is the Managing Director of Dynamic Taxation and Training Services and Director of Smithink.
Mark has developed specialised skills in corporate presentations and training with extensive experience in both private and public sector industries in Australia, New Zealand, United Kingdom and North America.
He is also respected consultant in taxation and business management, in particular value added services implementation and administration using key business advisory systems.
Mark is the Director and Treasurer of Ronald McDonald House Greater Western Sydney and the Founding Chairman and Director of Finance of the NSW Central Coast Academy of Sport. He also is a Director of Ronald McDonald House Charities Australia and Bendigo Bank East Gosford.
Previous experience
Education: Mark holds a Master of Commerce Degree as well as several post graduate qualifications in accounting and management. He also has a Degree in Adult Education and an Advanced Diploma of Financial Planning.
Talking Points
Unlocking your practice’s potential
How do professional service firms re-focus from compliance services to value-added reliance services? Mark shares his innovative process that includes insights on the correct firm structure and infrastructure, turning numbers into knowledge, action planning and identifying your client’s additional needs.
Unlocking your practice’s potential
Mistake Free Implementations
What are the common mistakes made by professional service firms when undertaking business advisory work? Mark shows you how to void these key pitfalls, covering issues such as commitment and capacity, staff selection, equipping a Business Advisory Champion and finding the right clients to work with.
Mistake Free Implementations
Becoming A Financial Storyteller
Today's consultant or coach must provide high-level advisory services as well as simple accounts management. Learn how to be proficient storyteller, extracting meaning from the numbers and helping clients understand their financial story, using web-based techniques like the 4 Chapters, the Power of One and the 3 Big Cash Flow measures.
Becoming A Financial Storyteller
Running The Ideal Board of Advice Meeting
A quarterly Board of Advice client meeting is the “low hanging fruit” opportunity that all accounting firms can maximise. In this session Mark shows how to deliver high-value meetings with structured approach and engaging content that builds client accountability.
Running The Ideal Board of Advice Meeting
Building Exceptional Customer Service
Recently returned from the Exceptional Leaders program t Disney University in Anaheim, California, Mark shares his insights on the hugely successful Disney management model of “on stage and off stage” service delivery and “over managing” through an attention to detail that drives success.
Building Exceptional Customer Service
Generating Profit Out Of Compliance
Maximise opportunities to deliver consulting and planning services based on the backbone of compliance work. Mark will illustrate how you can build growth into your business with financial performance analysis, forecasts and projections, measured futures business models and ‘what-if’ scenarios to help clients establish clear objectives.
Generating Profit Out Of Compliance
Seeing The Financial Impact of Key Decisions Before You Make Them
Being in business is a constant battle of key decision making - should I or should I not? Do I commit? This session will show you the impact of key financial decisions before they re made. Debit or credit? You must know in advance!
Seeing The Financial Impact of Key Decisions Before You Make Them
Advisory Solutions Update
With market full of business advisory solutions, selecting the most appropriate can be a challenge. This session will consider the available options and will highlight findings from the Smithink Accounting Firm Technology Survey on the successful delivery of business advisory services.
Advisory Solutions Update
Video
Mark Holton - Speaker Showreel
Mark Holton is one of Australia’s most respected trainers and presenters specialising in the business and financial services sector.Mark is true pioneer in the field of training financial advisors how to provide high-quality business advisory services to their clients. He teaches you how to look to your business in whole ... keep reading CA McGillivray Accountants
Thanks you for your Financial Management presentation at the PGA National School. Our evaluation of the Training School confirms a high level of satisfaction amongst the trainees and your contribution is invaluable in terms of the trainees’ professional and academic development. The ability to draw upon your industry knowledge enables the intensive school programs to maintain the high standards that are synonymous with the Australian PGA. We certainly appreciate your willingness to involve yourself developing the next generation PGA members.
