WEBVTT - Public Practice Program Revamp

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<v Gillian Bowen, Host>Hello, I'm Gillian Bowen, Public Affairs Manager at Chartered Accountants ANZ,

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<v Gillian Bowen, Host>or CA ANZ. This is Small Firm, Big Impact.

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<v Kathryn Tarr CA, Public Practice Program Facilitator>One of the models that's newer that is in in

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<v Kathryn Tarr CA, Public Practice Program Facilitator>in the new revamped course is the business model canvas

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<v Kathryn Tarr CA, Public Practice Program Facilitator>a way of looking at your practice and really deciding

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<v Kathryn Tarr CA, Public Practice Program Facilitator>which of my client segments that I really want to

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<v Kathryn Tarr CA, Public Practice Program Facilitator>focus on and then tying that back to your value proposition.

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<v Jason Driscole CA , Public Practice Program Facilitator>People from all around New Zealand. So they've been waiting

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<v Jason Driscole CA , Public Practice Program Facilitator>to register and come to this and the networking aspect,

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<v Jason Driscole CA , Public Practice Program Facilitator>I mean, it's just it's awesome. Like it's so awesome

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<v Jason Driscole CA , Public Practice Program Facilitator>and I know we're biased.(laughing)

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<v Gillian Bowen, Host>It's the podcast giving you and your clients the up

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<v Gillian Bowen, Host>to date information you need to do your jobs each

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<v Gillian Bowen, Host>fortnight are share resources, tools and expert advice provided by CA

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<v Gillian Bowen, Host>ANZ and a range of people across our profession. So

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<v Gillian Bowen, Host>make sure you're following the pod in your favourite pod app.

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<v Gillian Bowen, Host>And if you've got an idea for the show email

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<v Gillian Bowen, Host>podcast@charteredaccountantsanz.com Today we have two of our facilitators, teachers involved

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<v Gillian Bowen, Host>in the Chartered Accountants ANZ Public Practice Program (PPP). The topic,

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<v Gillian Bowen, Host>the recent revamp of the PPP. What's new? Why do it?

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<v Gillian Bowen, Host>Why it matters? Kathryn Tarr and Jason Driscole, welcome to

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<v Gillian Bowen, Host>Small Firm, Big Impact.

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<v Kathryn Tarr CA, Public Practice Program Facilitator>Fantastic to be here, Gillian.

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<v Jason Driscole CA , Public Practice Program Facilitator>Thank you for the invitation.

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<v Gillian Bowen, Host>I said that I was going to run through your expertise,

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<v Gillian Bowen, Host>but I've decided it's more efficient if you do it. Kathryn,

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<v Gillian Bowen, Host>why don't you go first? What's your expertise?

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<v Jason Driscole CA , Public Practice Program Facilitator>Well, Gillian. Well, I've had that just over 30 years

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<v Jason Driscole CA , Public Practice Program Facilitator>in public practice in Big Four and mid-tier firm, and

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<v Jason Driscole CA , Public Practice Program Facilitator>as of just just late last year, have resigned from

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<v Jason Driscole CA , Public Practice Program Facilitator>those positions. And I'm now out on my own for

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<v Jason Driscole CA , Public Practice Program Facilitator>the first time. So I'm a tax practitioner, so my

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<v Jason Driscole CA , Public Practice Program Facilitator>trade is tax. But I've also done a lot of

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<v Jason Driscole CA , Public Practice Program Facilitator>facilitation and training for CA ANZ and other professional bodies over

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<v Jason Driscole CA , Public Practice Program Facilitator>over the years I've been involved was trying to work

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<v Jason Driscole CA , Public Practice Program Facilitator>it out for this, something like ten years in the

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<v Jason Driscole CA , Public Practice Program Facilitator>public practice course, presenting various um, yeah, reruns of it.

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<v Jason Driscole CA , Public Practice Program Facilitator>So fantastic to still be here and excited to be

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<v Jason Driscole CA , Public Practice Program Facilitator>talking about it.

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<v Gillian Bowen, Host>Okay, brilliant. Jason, how about you?

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<v Kathryn Tarr CA, Public Practice Program Facilitator>So I'm based in New Zealand, so regional New Zealand

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<v Kathryn Tarr CA, Public Practice Program Facilitator>and a little bit like Kath have been involved in

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<v Kathryn Tarr CA, Public Practice Program Facilitator>all iterations of - the old PAS program days. The old. What's

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<v Kathryn Tarr CA, Public Practice Program Facilitator>what we're calling now, the old Capstone program. And we've

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<v Kathryn Tarr CA, Public Practice Program Facilitator>got the new program and then also the public practice program. Um,

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<v Kathryn Tarr CA, Public Practice Program Facilitator>for probably about 9 or 10 years in the public

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<v Kathryn Tarr CA, Public Practice Program Facilitator>practice program and probably close to 20 years across different

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<v Kathryn Tarr CA, Public Practice Program Facilitator>workshops and marking and facilitation for Chartered Accountants ANZ. I'm

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<v Kathryn Tarr CA, Public Practice Program Facilitator>a partner at a business advisory practice in the Manawatu

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<v Kathryn Tarr CA, Public Practice Program Facilitator>in New Zealand. So live and breathe some of the

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<v Kathryn Tarr CA, Public Practice Program Facilitator>stresses and struggles and challenges that our members that are

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<v Kathryn Tarr CA, Public Practice Program Facilitator>going through the public practice program face when they come

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<v Kathryn Tarr CA, Public Practice Program Facilitator>into it. And so it's great to be able to

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<v Kathryn Tarr CA, Public Practice Program Facilitator>leverage off and interact with those people because we also

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<v Kathryn Tarr CA, Public Practice Program Facilitator>pick up some great ideas about our own business as

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<v Kathryn Tarr CA, Public Practice Program Facilitator>we're going through it too.

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<v Gillian Bowen, Host>Yeah, brilliant. Okay, so I've got the right brains here,

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<v Gillian Bowen, Host>I think, to pick apart for this episode. Kathryn  let's

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<v Gillian Bowen, Host>just take a quick step back for those listening along,

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<v Gillian Bowen, Host>if they may not know what the public practice program is,

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<v Gillian Bowen, Host>what is the public practice program?

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<v Kathryn Tarr CA, Public Practice Program Facilitator>Okay. So the public practice program is. It's made up

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<v Kathryn Tarr CA, Public Practice Program Facilitator>of two components. It's got a digital learning program and

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<v Kathryn Tarr CA, Public Practice Program Facilitator>then it's got a two day workshop. So where we

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<v Kathryn Tarr CA, Public Practice Program Facilitator>get involved as facilitators in that two day workshop. And again,

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<v Kathryn Tarr CA, Public Practice Program Facilitator>it's it's facilitators like us who have who are public practice, people, understand,

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<v Kathryn Tarr CA, Public Practice Program Facilitator>as Jason said, the stresses of the world, but it's

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<v Kathryn Tarr CA, Public Practice Program Facilitator>really designed to ensure the success of our public practices.

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<v Kathryn Tarr CA, Public Practice Program Facilitator>So it's a bit around protecting the CA ANZ's name and

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<v Kathryn Tarr CA, Public Practice Program Facilitator>branding and reputation, which helps us all. But it's ultimately

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<v Kathryn Tarr CA, Public Practice Program Facilitator>about empowering our practitioners to create those practices which really

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<v Kathryn Tarr CA, Public Practice Program Facilitator>run efficiently. They they're resilient, they're flexible for change, and

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<v Kathryn Tarr CA, Public Practice Program Facilitator>they operate also into the future. So the public practice

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<v Kathryn Tarr CA, Public Practice Program Facilitator>course I guess gives practitioners tools to to think about the

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<v Kathryn Tarr CA, Public Practice Program Facilitator>future and how that impacts their practice. It thinks about

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<v Kathryn Tarr CA, Public Practice Program Facilitator>business models, it looks at networking with others so that

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<v Kathryn Tarr CA, Public Practice Program Facilitator>they can, you know, practitioners that come to the course

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<v Kathryn Tarr CA, Public Practice Program Facilitator>will bounce ideas off others and indeed work with others

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<v Kathryn Tarr CA, Public Practice Program Facilitator>in the same position to come up with some possible solutions.

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<v Gillian Bowen, Host>Okay. Right. Jason. So who normally goes through the program?

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<v Jason Driscole CA , Public Practice Program Facilitator>I just want to touch on what Kath said. I

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<v Jason Driscole CA , Public Practice Program Facilitator>love that word empowering. I think that's, that's a brilliant word. And,

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<v Jason Driscole CA , Public Practice Program Facilitator>and that, that is why we're here with this, with

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<v Jason Driscole CA , Public Practice Program Facilitator>this program so fundamentally and it's funny, we talk at

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<v Jason Driscole CA , Public Practice Program Facilitator>the start of the session, we're like, oh so why

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<v Jason Driscole CA , Public Practice Program Facilitator>are you here? And you always get the cheeky while

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<v Jason Driscole CA , Public Practice Program Facilitator>I'm here because I have to be here because I

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<v Jason Driscole CA , Public Practice Program Facilitator>want to get my certificate of public practice. And yet

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<v Jason Driscole CA , Public Practice Program Facilitator>there is that regulatory aspect, like a lot of parts

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<v Jason Driscole CA , Public Practice Program Facilitator>of chartered accountants, ANZ, you know, there's aspects where we

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<v Jason Driscole CA , Public Practice Program Facilitator>have to do certain things to get a certain either qualification, certificate, license,

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<v Jason Driscole CA , Public Practice Program Facilitator>whatever it might be granted, Yeah, totally. But this session,

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<v Jason Driscole CA , Public Practice Program Facilitator>so much more than that. And so not only is

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<v Jason Driscole CA , Public Practice Program Facilitator>it people who are going out in their own as, sole practitioners,

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<v Jason Driscole CA , Public Practice Program Facilitator>so they're about to embark on that massive challenge and

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<v Jason Driscole CA , Public Practice Program Facilitator>set up their own practice, or maybe they're buying into

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<v Jason Driscole CA , Public Practice Program Facilitator>an existing business that, you know, could be a large

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<v Jason Driscole CA , Public Practice Program Facilitator>multinational firm or might be a smaller firm with with

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<v Jason Driscole CA , Public Practice Program Facilitator>1 or 2 partners or somewhere in between. And then

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<v Jason Driscole CA , Public Practice Program Facilitator>also we do have the odd occasion. We have senior

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<v Jason Driscole CA , Public Practice Program Facilitator>leadership people coming through. And we have probably in the last,

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<v Jason Driscole CA , Public Practice Program Facilitator>particularly the last few years seen firms get associates going

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<v Jason Driscole CA , Public Practice Program Facilitator>through the program, mainly because they're getting to the point

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<v Jason Driscole CA , Public Practice Program Facilitator>where maybe they're signing off sets of accounts and they

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<v Jason Driscole CA , Public Practice Program Facilitator>need to to make sure that that they are meeting

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<v Jason Driscole CA , Public Practice Program Facilitator>their requirements under that aspect. So generally speaking, we're talking

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<v Jason Driscole CA , Public Practice Program Facilitator>about partners, aspirational partners, sole practitioners or yeah, senior leadership

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<v Jason Driscole CA , Public Practice Program Facilitator>people and firms.

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<v Gillian Bowen, Host>Kathryn Let's hone in on that then. And Jason mentioned

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<v Gillian Bowen, Host>it there. We are talking to SMPs today. So why

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<v Gillian Bowen, Host>would why should they be interested in this?

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<v Kathryn Tarr CA, Public Practice Program Facilitator>I think think Gillian for me. And I think for

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<v Kathryn Tarr CA, Public Practice Program Facilitator>the feedback we get as well is that it gives

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<v Kathryn Tarr CA, Public Practice Program Facilitator>them a chance to over two days to really focus

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<v Kathryn Tarr CA, Public Practice Program Facilitator>in on their business. Now, as a leader, principal or

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<v Kathryn Tarr CA, Public Practice Program Facilitator>a partner in practice, you generally don't have a lot

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<v Kathryn Tarr CA, Public Practice Program Facilitator>of time. Okay, so this course, if nothing else, gives

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<v Kathryn Tarr CA, Public Practice Program Facilitator>you two days to really focus on your business, your

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<v Kathryn Tarr CA, Public Practice Program Facilitator>practice and how it's operating, what can you know, what

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<v Kathryn Tarr CA, Public Practice Program Facilitator>might need to change, what might need to change into

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<v Kathryn Tarr CA, Public Practice Program Facilitator>the future. But it gives you two days to focus

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<v Kathryn Tarr CA, Public Practice Program Facilitator>on it with the assistance of a whole bunch of

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<v Kathryn Tarr CA, Public Practice Program Facilitator>other practitioners and partners and principals. Yeah, great. So that

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<v Kathryn Tarr CA, Public Practice Program Facilitator>sharing of knowledge, Gillian, is absolutely key to some of

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<v Kathryn Tarr CA, Public Practice Program Facilitator>the takeaways being really strong.

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<v Gillian Bowen, Host>So we've talked about then what it is in general,

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<v Gillian Bowen, Host>why people do it. So the other reason why we're

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<v Gillian Bowen, Host>talking about this now is that the PPP has had

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<v Gillian Bowen, Host>a revamp. Jason What's that involved exactly?

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<v Jason Driscole CA , Public Practice Program Facilitator>It's funny you should say that. I was thinking about

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<v Jason Driscole CA , Public Practice Program Facilitator>this this morning of all times when I was brushing

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<v Jason Driscole CA , Public Practice Program Facilitator>my teeth. Actually.

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<v Gillian Bowen, Host>I do a lot of my thinking in the shower.

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<v Gillian Bowen, Host>I get it right? Totally.

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<v Jason Driscole CA , Public Practice Program Facilitator>The bathroom is a great individual space where you get to

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<v Jason Driscole CA , Public Practice Program Facilitator>focus on what you're doing for the day. Um. It's not.

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<v Jason Driscole CA , Public Practice Program Facilitator>It's we haven't we haven't taken a digger to the

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<v Jason Driscole CA , Public Practice Program Facilitator>site and completely knocked it all over and cleared the

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<v Jason Driscole CA , Public Practice Program Facilitator>whole section. All we've done is just done up the bathroom,

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<v Jason Driscole CA , Public Practice Program Facilitator>in the kitchen, in the house. So fundamentally, the foundations

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<v Jason Driscole CA , Public Practice Program Facilitator>were there, they were strong. And all we've done is

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<v Jason Driscole CA , Public Practice Program Facilitator>improved a bit of the flow. And then, for want

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<v Jason Driscole CA , Public Practice Program Facilitator>of a better word, just refreshed the content to get

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<v Jason Driscole CA , Public Practice Program Facilitator>it back up to where it needs to be for

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<v Jason Driscole CA , Public Practice Program Facilitator>current 2023. As Kath noted, this public practice programme has

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<v Jason Driscole CA , Public Practice Program Facilitator>been around for about 19 years or so and it

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<v Jason Driscole CA , Public Practice Program Facilitator>was written, you know, slightly prior to that. So some

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<v Jason Driscole CA , Public Practice Program Facilitator>of the, some of the material and some of the

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<v Jason Driscole CA , Public Practice Program Facilitator>date references we had even just a, you know, real

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<v Jason Driscole CA , Public Practice Program Facilitator>granular level, we're a little bit outdated. But then also

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<v Jason Driscole CA , Public Practice Program Facilitator>we've adopted some different thinking. We've we've leveraged off some

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<v Jason Driscole CA , Public Practice Program Facilitator>of the great work that some of the public practitioners

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<v Jason Driscole CA , Public Practice Program Facilitator>have either seen in their groups or doing in their

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<v Jason Driscole CA , Public Practice Program Facilitator>own businesses. We've now adopted a little bit more content

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<v Jason Driscole CA , Public Practice Program Facilitator>that's a bit more contemporary and also just, I suppose,

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<v Jason Driscole CA , Public Practice Program Facilitator>adjusted for where we are in life, you know, which

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<v Jason Driscole CA , Public Practice Program Facilitator>obviously had come along, that's changed the landscape massively. We

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<v Jason Driscole CA , Public Practice Program Facilitator>talk about in the programme about how it's turbocharged some

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<v Jason Driscole CA , Public Practice Program Facilitator>of those changes and so we really just needed to

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<v Jason Driscole CA , Public Practice Program Facilitator>get it back up to date to where, you know,

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<v Jason Driscole CA , Public Practice Program Facilitator>where businesses are are and how they're operating with their

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<v Jason Driscole CA , Public Practice Program Facilitator>with their teams and clients.

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<v Gillian Bowen, Host>Kathryn, do you want to add on that? Yeah, yeah. Go.

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<v Gillian Bowen, Host>Go for it.

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<v Kathryn Tarr CA, Public Practice Program Facilitator>Sorry. I was just going to. Yeah, exactly. Add to

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<v Kathryn Tarr CA, Public Practice Program Facilitator>that that, you know, ask ourselves, you know, revamping the

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<v Kathryn Tarr CA, Public Practice Program Facilitator>PPP and as I say, it didn't involve changing everything

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<v Kathryn Tarr CA, Public Practice Program Facilitator>but making some really beneficial changes. It's a bit like the

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<v Kathryn Tarr CA, Public Practice Program Facilitator>practitioners who are going to come to the public practice course,

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<v Kathryn Tarr CA, Public Practice Program Facilitator>who have worked in a firm for, you know, ten,

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<v Kathryn Tarr CA, Public Practice Program Facilitator>15 years. Again, there's always time to sit back and say, well,

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<v Kathryn Tarr CA, Public Practice Program Facilitator>what do we need to change? Okay. We have people

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<v Kathryn Tarr CA, Public Practice Program Facilitator>like that come into the practice or the course. We also have

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<v Kathryn Tarr CA, Public Practice Program Facilitator>our new principals who are starting off on their own.

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<v Kathryn Tarr CA, Public Practice Program Facilitator>But this constant piece around revising what you're doing, you know,

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<v Kathryn Tarr CA, Public Practice Program Facilitator>don't make it static. What can we change to improve?

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<v Kathryn Tarr CA, Public Practice Program Facilitator>And I think that's what we're done with the public

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<v Kathryn Tarr CA, Public Practice Program Facilitator>practice recently, and that's what practitioners should be thinking about

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<v Kathryn Tarr CA, Public Practice Program Facilitator>for their businesses as well.

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<v Gillian Bowen, Host>And Kathryn, what I was going to ask and it's

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<v Gillian Bowen, Host>touching on what Jason said in the sense of, you know,

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<v Gillian Bowen, Host>making the content relevant. What are some, do you have

0:09:56.700 --> 0:09:58.950
<v Gillian Bowen, Host>a couple of specific examples there for those listening along

0:09:58.950 --> 0:10:00.240
<v Gillian Bowen, Host>that might want to go, well, what is it that

0:10:00.240 --> 0:10:01.679
<v Gillian Bowen, Host>I'm going to learn this time around?

0:10:02.070 --> 0:10:04.650
<v Kathryn Tarr CA, Public Practice Program Facilitator>Yeah, okay. So lots!

0:10:06.240 --> 0:10:09.449
<v Gillian Bowen, Host>How long is a piece of string?! Yeah, sorry. Yeah.

0:10:09.450 --> 0:10:12.780
<v Kathryn Tarr CA, Public Practice Program Facilitator>I think one of the models that's newer that is

0:10:12.780 --> 0:10:15.390
<v Kathryn Tarr CA, Public Practice Program Facilitator>in the in in the new revamped course is the

0:10:15.390 --> 0:10:19.349
<v Kathryn Tarr CA, Public Practice Program Facilitator>business model canvas, which you, you know, some practitioners may

0:10:19.350 --> 0:10:22.829
<v Kathryn Tarr CA, Public Practice Program Facilitator>already have heard of a way of looking at your

0:10:22.830 --> 0:10:27.030
<v Kathryn Tarr CA, Public Practice Program Facilitator>practice and really deciding who are my, which of my

0:10:27.030 --> 0:10:30.660
<v Kathryn Tarr CA, Public Practice Program Facilitator>client segments that I really want to focus on. And

0:10:30.660 --> 0:10:33.570
<v Kathryn Tarr CA, Public Practice Program Facilitator>then tying that back to your value proposition and saying, well,

0:10:33.570 --> 0:10:36.570
<v Kathryn Tarr CA, Public Practice Program Facilitator>what can I do? What am I doing now? What

0:10:36.570 --> 0:10:39.090
<v Kathryn Tarr CA, Public Practice Program Facilitator>can I be doing better in the future to really

0:10:39.090 --> 0:10:42.780
<v Kathryn Tarr CA, Public Practice Program Facilitator>meet the needs of those client segments? And then the

0:10:42.780 --> 0:10:46.890
<v Kathryn Tarr CA, Public Practice Program Facilitator>business model canvas for those that know it then goes into, well,

0:10:46.890 --> 0:10:50.190
<v Kathryn Tarr CA, Public Practice Program Facilitator>how does that affect your communication channels? How does that

0:10:50.190 --> 0:10:53.130
<v Kathryn Tarr CA, Public Practice Program Facilitator>affect the resources you need, the assets that you need,

0:10:53.460 --> 0:10:57.599
<v Kathryn Tarr CA, Public Practice Program Facilitator>the partners that you might partner with in delivering, you know,

0:10:57.600 --> 0:11:01.020
<v Kathryn Tarr CA, Public Practice Program Facilitator>in running your practice, the cost structure, all of that.

0:11:01.020 --> 0:11:05.760
<v Kathryn Tarr CA, Public Practice Program Facilitator>So it gives you a a visual model that you

0:11:05.760 --> 0:11:09.300
<v Kathryn Tarr CA, Public Practice Program Facilitator>can tweak your practices and say, well, if I change this,

0:11:09.300 --> 0:11:12.780
<v Kathryn Tarr CA, Public Practice Program Facilitator>what what impact is it over here? And and that

0:11:12.780 --> 0:11:16.020
<v Kathryn Tarr CA, Public Practice Program Facilitator>is a really valuable model that we've got in there.

0:11:16.110 --> 0:11:20.010
<v Kathryn Tarr CA, Public Practice Program Facilitator>We also look, Jason, I think it'd be fair to

0:11:20.010 --> 0:11:21.750
<v Kathryn Tarr CA, Public Practice Program Facilitator>say we look if I described it as a bit

0:11:21.750 --> 0:11:28.410
<v Kathryn Tarr CA, Public Practice Program Facilitator>more wellbeing and positive mindset and psychological safety and some

0:11:28.410 --> 0:11:30.960
<v Kathryn Tarr CA, Public Practice Program Facilitator>of those bits around the team, but also for the

0:11:30.960 --> 0:11:35.850
<v Kathryn Tarr CA, Public Practice Program Facilitator>practitioners themselves. So how, how are you looking after yourself

0:11:36.000 --> 0:11:38.250
<v Kathryn Tarr CA, Public Practice Program Facilitator>as you're running your practice and how are you looking

0:11:38.250 --> 0:11:42.360
<v Kathryn Tarr CA, Public Practice Program Facilitator>after your team members and some of the models and

0:11:42.360 --> 0:11:45.720
<v Kathryn Tarr CA, Public Practice Program Facilitator>theory and research that we talk about there is far

0:11:45.720 --> 0:11:48.990
<v Kathryn Tarr CA, Public Practice Program Facilitator>more perhaps modernised than what we had before.

0:11:49.290 --> 0:11:52.500
<v Jason Driscole CA , Public Practice Program Facilitator>Yeah, just sort of touching, I suppose, the psychological drivers,

0:11:52.500 --> 0:11:55.410
<v Jason Driscole CA , Public Practice Program Facilitator>how you adapt or how you face changed. Are you

0:11:55.410 --> 0:11:59.400
<v Jason Driscole CA , Public Practice Program Facilitator>front footing change? Are you reactionary, Are you doing it

0:11:59.400 --> 0:12:01.620
<v Jason Driscole CA , Public Practice Program Facilitator>under pressure or are you doing it when you absolutely

0:12:01.620 --> 0:12:04.170
<v Jason Driscole CA , Public Practice Program Facilitator>have to? How do you deal with conflict? We've sort

0:12:04.170 --> 0:12:08.460
<v Jason Driscole CA , Public Practice Program Facilitator>of updated the the conflict. Yeah. Managing aspects of the

0:12:08.460 --> 0:12:10.199
<v Jason Driscole CA , Public Practice Program Facilitator>program as well, which is great. And it's yeah, like

0:12:10.200 --> 0:12:12.300
<v Jason Driscole CA , Public Practice Program Facilitator>Kath said, a bit more contemporary and a bit it's

0:12:12.300 --> 0:12:15.210
<v Jason Driscole CA , Public Practice Program Facilitator>leveraging off more up to date and more modern either

0:12:15.210 --> 0:12:18.090
<v Jason Driscole CA , Public Practice Program Facilitator>models or things that people are probably either seeing or

0:12:18.090 --> 0:12:20.040
<v Jason Driscole CA , Public Practice Program Facilitator>hearing or doing already.

0:12:20.250 --> 0:12:22.290
<v Gillian Bowen, Host>And look for those listening along going, well, where do

0:12:22.290 --> 0:12:24.510
<v Gillian Bowen, Host>I get all this? I will be putting links to

0:12:24.660 --> 0:12:26.370
<v Gillian Bowen, Host>where it is on our website so you can read

0:12:26.370 --> 0:12:27.900
<v Gillian Bowen, Host>all about it in the show notes. This is just

0:12:27.900 --> 0:12:29.430
<v Gillian Bowen, Host>a bit of a sprinkling to give you a taste

0:12:29.429 --> 0:12:31.650
<v Gillian Bowen, Host>of what's going on so then you can go forth

0:12:31.650 --> 0:12:33.990
<v Gillian Bowen, Host>and find the information that you need. And Jason, you've

0:12:33.990 --> 0:12:36.840
<v Gillian Bowen, Host>been running this newer version in New Zealand. How's it? Going,

0:12:36.929 --> 0:12:38.400
<v Gillian Bowen, Host>What's the feedback been like?

0:12:39.210 --> 0:12:44.250
<v Jason Driscole CA , Public Practice Program Facilitator>So we've undertaken one workshop virtually, and then also one

0:12:44.250 --> 0:12:46.859
<v Jason Driscole CA , Public Practice Program Facilitator>workshop face to face. So we do have the two

0:12:46.860 --> 0:12:49.500
<v Jason Driscole CA , Public Practice Program Facilitator>different offerings virtual and face to face. The virtual is

0:12:49.500 --> 0:12:52.020
<v Jason Driscole CA , Public Practice Program Facilitator>done over a two and a half day, but sort

0:12:52.020 --> 0:12:57.000
<v Jason Driscole CA , Public Practice Program Facilitator>of two slightly bridged days. So same sort of timing.

0:12:57.660 --> 0:13:00.440
<v Jason Driscole CA , Public Practice Program Facilitator>That's the big question. Obviously, virtual, as we know with

0:13:00.450 --> 0:13:05.099
<v Jason Driscole CA , Public Practice Program Facilitator>the post-COVID era, virtual is great. It's convenient. It suits

0:13:05.100 --> 0:13:08.040
<v Jason Driscole CA , Public Practice Program Facilitator>people in regional and rural aspects of or areas of

0:13:08.040 --> 0:13:09.870
<v Jason Driscole CA , Public Practice Program Facilitator>New Zealand and Australia granted. Yeah.

0:13:10.320 --> 0:13:12.000
<v Gillian Bowen, Host>Yeah. Gives them access.

0:13:12.510 --> 0:13:16.170
<v Jason Driscole CA , Public Practice Program Facilitator>And you know, you can you can connect from home,

0:13:16.380 --> 0:13:19.230
<v Jason Driscole CA , Public Practice Program Facilitator>work wherever is convenient for you, but the face to

0:13:19.230 --> 0:13:22.559
<v Jason Driscole CA , Public Practice Program Facilitator>face side of it I suppose as one aspect that

0:13:22.559 --> 0:13:26.160
<v Jason Driscole CA , Public Practice Program Facilitator>we do really enjoy and embrace and nurture and value

0:13:26.160 --> 0:13:28.439
<v Jason Driscole CA , Public Practice Program Facilitator>and that's something that we're trying to make sure that

0:13:28.440 --> 0:13:34.710
<v Jason Driscole CA , Public Practice Program Facilitator>the virtual is as effective and as impactful as what

0:13:34.710 --> 0:13:37.199
<v Jason Driscole CA , Public Practice Program Facilitator>the face to face is. And sure, the face to

0:13:37.200 --> 0:13:39.810
<v Jason Driscole CA , Public Practice Program Facilitator>face session that was run by one of my colleagues

0:13:39.809 --> 0:13:43.770
<v Jason Driscole CA , Public Practice Program Facilitator>up in Auckland last week, he had people from all

0:13:43.770 --> 0:13:46.380
<v Jason Driscole CA , Public Practice Program Facilitator>around New Zealand, so they've been waiting to register and

0:13:46.380 --> 0:13:48.870
<v Jason Driscole CA , Public Practice Program Facilitator>come to this. And the networking aspect, I mean, it's

0:13:48.870 --> 0:13:51.120
<v Jason Driscole CA , Public Practice Program Facilitator>just it's awesome. Like it's so awesome and I know

0:13:51.120 --> 0:13:51.840
<v Jason Driscole CA , Public Practice Program Facilitator>we're biased.

0:13:52.860 --> 0:13:53.500
<v Jason Driscole CA , Public Practice Program Facilitator>This program.

0:13:53.700 --> 0:13:57.569
<v Gillian Bowen, Host>Look, as long as you declare it, I argue no problem.

0:13:58.800 --> 0:13:59.340
<v Jason Driscole CA , Public Practice Program Facilitator>Well, I don't know.

0:13:59.340 --> 0:14:00.900
<v Gillian Bowen, Host>It's good to be proud of your program.

0:14:01.679 --> 0:14:04.260
<v Jason Driscole CA , Public Practice Program Facilitator>In New Zealand when I qualified and got my certificate of

0:14:04.260 --> 0:14:08.850
<v Jason Driscole CA , Public Practice Program Facilitator>public practice, I went to a large event at a hotel.

0:14:09.150 --> 0:14:10.680
<v Jason Driscole CA , Public Practice Program Facilitator>All the people that were qualifying at that point in

0:14:10.679 --> 0:14:13.620
<v Jason Driscole CA , Public Practice Program Facilitator>time did it. It was very it was very rules

0:14:13.620 --> 0:14:16.440
<v Jason Driscole CA , Public Practice Program Facilitator>sort of based. We talked about some practical things that

0:14:16.440 --> 0:14:18.059
<v Jason Driscole CA , Public Practice Program Facilitator>you need to know about what you need to do

0:14:18.059 --> 0:14:22.980
<v Jason Driscole CA , Public Practice Program Facilitator>and your practice, how much share capital you needed to

0:14:22.980 --> 0:14:25.600
<v Jason Driscole CA , Public Practice Program Facilitator>have and P.I. insurance. So it was all very, you know,

0:14:25.650 --> 0:14:28.320
<v Jason Driscole CA , Public Practice Program Facilitator>practical and that sort of part how to deal with

0:14:28.470 --> 0:14:32.820
<v Jason Driscole CA , Public Practice Program Facilitator>some ethical decisions and issues. And sure, there's the elements

0:14:32.820 --> 0:14:35.550
<v Jason Driscole CA , Public Practice Program Facilitator>of that in this current program because we have to because,

0:14:35.550 --> 0:14:36.540
<v Jason Driscole CA , Public Practice Program Facilitator>you know, people.

0:14:36.540 --> 0:14:37.590
<v Kathryn Tarr CA, Public Practice Program Facilitator>They're important .

0:14:37.760 --> 0:14:40.740
<v Jason Driscole CA , Public Practice Program Facilitator>... and we're part of a membership body that we

0:14:40.740 --> 0:14:44.220
<v Jason Driscole CA , Public Practice Program Facilitator>need to adhere to those rules. But it's, it's so

0:14:44.220 --> 0:14:46.770
<v Jason Driscole CA , Public Practice Program Facilitator>much more than that. We like Kath said, we focus

0:14:46.770 --> 0:14:51.300
<v Jason Driscole CA , Public Practice Program Facilitator>the first day very much on the future, building a

0:14:51.300 --> 0:14:53.670
<v Jason Driscole CA , Public Practice Program Facilitator>practice that's going to be hit here both now and

0:14:53.670 --> 0:14:56.340
<v Jason Driscole CA , Public Practice Program Facilitator>into the future. How do we make you and your

0:14:56.340 --> 0:15:00.420
<v Jason Driscole CA , Public Practice Program Facilitator>team resilient? How do we look at what business models

0:15:00.420 --> 0:15:03.360
<v Jason Driscole CA , Public Practice Program Facilitator>are coming through and embracing those? But the second day

0:15:03.990 --> 0:15:07.200
<v Jason Driscole CA , Public Practice Program Facilitator>and look, we've got we've got technical training up the wazoo.

0:15:07.710 --> 0:15:10.380
<v Jason Driscole CA , Public Practice Program Facilitator>If you want technical training on anything, you can find

0:15:10.380 --> 0:15:13.050
<v Jason Driscole CA , Public Practice Program Facilitator>it at Chartered Accountants ANZ, you can find it at another provider.

0:15:13.050 --> 0:15:15.990
<v Jason Driscole CA , Public Practice Program Facilitator>That's great. But the second day is on those softer skills,

0:15:15.990 --> 0:15:21.720
<v Jason Driscole CA , Public Practice Program Facilitator>the leadership skills, managing people internally. Externally. Yeah. And I

0:15:21.720 --> 0:15:24.570
<v Jason Driscole CA , Public Practice Program Facilitator>don't know whether we get much exposure to that and

0:15:24.570 --> 0:15:29.370
<v Jason Driscole CA , Public Practice Program Facilitator>to have an environment over two days with your peers, with,

0:15:29.490 --> 0:15:32.640
<v Jason Driscole CA , Public Practice Program Facilitator>you know, highly successful people who are all there for

0:15:32.640 --> 0:15:34.830
<v Jason Driscole CA , Public Practice Program Facilitator>a common goal, the stuff that comes out of the

0:15:34.830 --> 0:15:37.650
<v Jason Driscole CA , Public Practice Program Facilitator>session is just awesome. And like I said earlier, we

0:15:37.650 --> 0:15:40.560
<v Jason Driscole CA , Public Practice Program Facilitator>walk away going, Oh, that's such a great idea. I'm

0:15:40.560 --> 0:15:43.230
<v Jason Driscole CA , Public Practice Program Facilitator>going to do that in my own business afterwards. So yeah,

0:15:43.230 --> 0:15:44.070
<v Jason Driscole CA , Public Practice Program Facilitator>it's just awesome.

0:15:44.120 --> 0:15:44.430
<v Gillian Bowen, Host>Yeah.

0:15:45.300 --> 0:15:47.910
<v Kathryn Tarr CA, Public Practice Program Facilitator>There's really a course that goes by, I think you

0:15:47.910 --> 0:15:49.560
<v Kathryn Tarr CA, Public Practice Program Facilitator>said it at the start, Jason, that we don't get

0:15:49.560 --> 0:15:52.590
<v Kathryn Tarr CA, Public Practice Program Facilitator>some benefit as facilitators as well. And just thinking about,

0:15:52.590 --> 0:15:54.870
<v Kathryn Tarr CA, Public Practice Program Facilitator>you know, somebody had an idea that they said, which

0:15:54.870 --> 0:15:58.440
<v Kathryn Tarr CA, Public Practice Program Facilitator>was just like, Wow. And everyone stops and goes, Oh yeah,

0:15:58.440 --> 0:16:01.000
<v Kathryn Tarr CA, Public Practice Program Facilitator>so simple. But why haven't we thought about that before?

0:16:02.070 --> 0:16:03.420
<v Gillian Bowen, Host>Well there's a lot of power in collaboration.

0:16:03.420 --> 0:16:04.560
<v Kathryn Tarr CA, Public Practice Program Facilitator>Yeah, absolutely.

0:16:05.970 --> 0:16:10.050
<v Gillian Bowen, Host>And Kathryn, here in Australia, I'm not going to to

0:16:10.080 --> 0:16:11.820
<v Gillian Bowen, Host>make people feel bad. They don't live in Australia. So

0:16:11.820 --> 0:16:16.320
<v Gillian Bowen, Host>let me rephrase that. Kathryn, You've just started to teach

0:16:16.320 --> 0:16:19.140
<v Gillian Bowen, Host>the new program in Australia. How's it going?

0:16:19.380 --> 0:16:23.190
<v Kathryn Tarr CA, Public Practice Program Facilitator>Yes, we recently ran the first online offering of the

0:16:23.190 --> 0:16:26.760
<v Kathryn Tarr CA, Public Practice Program Facilitator>public practice course and it was terrific. But I think

0:16:26.760 --> 0:16:29.970
<v Kathryn Tarr CA, Public Practice Program Facilitator>in talking to practitioners, you know, they were really engaging

0:16:29.970 --> 0:16:33.930
<v Kathryn Tarr CA, Public Practice Program Facilitator>in the new program. They seemed to enjoy the models

0:16:33.930 --> 0:16:36.150
<v Kathryn Tarr CA, Public Practice Program Facilitator>as a different way of thinking about it. So as

0:16:36.150 --> 0:16:39.150
<v Kathryn Tarr CA, Public Practice Program Facilitator>a facilitator, I felt that people were getting involved and

0:16:39.150 --> 0:16:43.440
<v Kathryn Tarr CA, Public Practice Program Facilitator>interested in the content. And again, it was an online piece,

0:16:43.440 --> 0:16:46.290
<v Kathryn Tarr CA, Public Practice Program Facilitator>but as Jason said, we do the online pretty well.

0:16:46.620 --> 0:16:50.610
<v Kathryn Tarr CA, Public Practice Program Facilitator>So again, there's networking opportunities, lots of use of breakout

0:16:50.610 --> 0:16:52.650
<v Kathryn Tarr CA, Public Practice Program Facilitator>rooms and those sorts of things. So you're working with

0:16:52.650 --> 0:16:55.110
<v Kathryn Tarr CA, Public Practice Program Facilitator>4 or 5 others and we mix those groups up

0:16:55.110 --> 0:16:57.450
<v Kathryn Tarr CA, Public Practice Program Facilitator>so that the idea is that you're still meet everyone

0:16:57.450 --> 0:17:00.090
<v Kathryn Tarr CA, Public Practice Program Facilitator>in the in the session, which will be about 25

0:17:00.090 --> 0:17:04.320
<v Kathryn Tarr CA, Public Practice Program Facilitator>people over the course of the the five online sessions

0:17:04.320 --> 0:17:06.660
<v Kathryn Tarr CA, Public Practice Program Facilitator>over the two and a half days. So it was

0:17:06.660 --> 0:17:09.720
<v Kathryn Tarr CA, Public Practice Program Facilitator>it was terrific. Again, you know, we offer face to

0:17:09.720 --> 0:17:16.320
<v Kathryn Tarr CA, Public Practice Program Facilitator>face as well and that'll be terrific. But equally as

0:17:16.320 --> 0:17:19.440
<v Kathryn Tarr CA, Public Practice Program Facilitator>beneficial for both if if you're a face to face person,

0:17:19.440 --> 0:17:20.909
<v Kathryn Tarr CA, Public Practice Program Facilitator>come to the face to face. If you're happy to

0:17:20.910 --> 0:17:24.000
<v Kathryn Tarr CA, Public Practice Program Facilitator>do it online, then online might be your option.

0:17:24.000 --> 0:17:25.860
<v Gillian Bowen, Host>Yeah, that's good that there are option. I think that's

0:17:25.859 --> 0:17:28.050
<v Gillian Bowen, Host>that's the key. The key point there, Jason, if you

0:17:28.050 --> 0:17:30.030
<v Gillian Bowen, Host>want to get if people are listening along to this

0:17:30.030 --> 0:17:31.740
<v Gillian Bowen, Host>and they want to get involved or they know a

0:17:31.740 --> 0:17:35.280
<v Gillian Bowen, Host>member who should or a colleague, what's the next step

0:17:35.280 --> 0:17:38.490
<v Gillian Bowen, Host>for them? From your side of the ditch, as people

0:17:38.490 --> 0:17:40.500
<v Gillian Bowen, Host>like to say. And then I'll get Kathryn to answer

0:17:40.500 --> 0:17:41.340
<v Gillian Bowen, Host>the same thing.

0:17:42.570 --> 0:17:45.629
<v Jason Driscole CA , Public Practice Program Facilitator>Well, from my understanding everything's pretty similar on both sides

0:17:45.630 --> 0:17:49.350
<v Jason Driscole CA , Public Practice Program Facilitator>of the ditches. Um, so members, when they when they

0:17:49.350 --> 0:17:51.950
<v Jason Driscole CA , Public Practice Program Facilitator>log in, can go through the process where they register,

0:17:51.960 --> 0:17:55.530
<v Jason Driscole CA , Public Practice Program Facilitator>they gain access to the material. Like Kath said earlier on,

0:17:55.530 --> 0:17:59.160
<v Jason Driscole CA , Public Practice Program Facilitator>there is some essentially like pre-work to the workshop. So

0:17:59.160 --> 0:18:01.110
<v Jason Driscole CA , Public Practice Program Facilitator>there's the modules that they go through beforehand and work

0:18:01.109 --> 0:18:03.570
<v Jason Driscole CA , Public Practice Program Facilitator>through and that just really sets the platform up so

0:18:03.570 --> 0:18:06.570
<v Jason Driscole CA , Public Practice Program Facilitator>that then when we are coming together over either the

0:18:06.570 --> 0:18:08.010
<v Jason Driscole CA , Public Practice Program Facilitator>two days face to face or the two and a

0:18:08.010 --> 0:18:11.180
<v Jason Driscole CA , Public Practice Program Facilitator>half days virtually, we are all on the same level.

0:18:11.190 --> 0:18:14.129
<v Jason Driscole CA , Public Practice Program Facilitator>We've all done the pre-work and we can then leverage

0:18:14.130 --> 0:18:18.000
<v Jason Driscole CA , Public Practice Program Facilitator>off that to maximize our time together to really, I suppose,

0:18:18.240 --> 0:18:21.150
<v Jason Driscole CA , Public Practice Program Facilitator>maximize the outcomes and the networking opportunities that exist.

0:18:21.420 --> 0:18:22.740
<v Gillian Bowen, Host>Kathryn, anything you'd like to add?

0:18:23.340 --> 0:18:24.960
<v Kathryn Tarr CA, Public Practice Program Facilitator>No, no. Simply follow your

0:18:25.530 --> 0:18:28.350
<v Kathryn Tarr CA, Public Practice Program Facilitator>links on the CA ANZ site and that'll get you through

0:18:28.350 --> 0:18:31.590
<v Kathryn Tarr CA, Public Practice Program Facilitator>to registering it etcetera and encourage you to do so.

0:18:31.770 --> 0:18:33.149
<v Gillian Bowen, Host>That is all we have time for. If you want

0:18:33.150 --> 0:18:35.490
<v Gillian Bowen, Host>to find out more about the public practice program and

0:18:35.490 --> 0:18:37.530
<v Gillian Bowen, Host>learn from Jason and Kathryn, I'll put a link from

0:18:37.530 --> 0:18:40.230
<v Gillian Bowen, Host>our website in the show notes. Follow the pod in

0:18:40.230 --> 0:18:42.359
<v Gillian Bowen, Host>your favorite pod app or you can check out the

0:18:42.359 --> 0:18:45.510
<v Gillian Bowen, Host>show's page on the Chartered Accountants Australia and New Zealand website.

0:18:45.510 --> 0:18:47.940
<v Gillian Bowen, Host>The podcast has an email, so feel free to get

0:18:47.940 --> 0:18:54.479
<v Gillian Bowen, Host>in touch. Podcast@charteredaccountantsanz.com Let's start a conversation. Thank you Kathryn Tarr

0:18:54.720 --> 0:18:57.270
<v Gillian Bowen, Host>and Jason Driscole for being my experts on Small Firm,

0:18:57.270 --> 0:18:58.020
<v Gillian Bowen, Host>Big Impact.

0:18:58.200 --> 0:18:59.340
<v Kathryn Tarr CA, Public Practice Program Facilitator>Thanks. Thanks Gillian.

0:18:59.580 --> 0:19:00.750
<v Jason Driscole CA , Public Practice Program Facilitator>Thank you so much. Cheers.

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<v Gillian Bowen, Host>Bye bye.