Saturday - Barcelona 2012

ASIA PACIFICEMEALATIN AMERICANORTH AMERICALEGAL 2011 Worldwide

Conference

19th-22nd October

The Majestic Hotel

Barcelona


Conference

‘Alliott Group has Talent’

ASIA PACIFICEMEALATIN AMERICANORTH AMERICALEGAL

Case Study

• Alliotts and Sherrards Webinar

Alliottshttp://www.YouTube.com/watch?v=CNebVMGlKpY

Sherrardshttp://www.youtube.com/watch?v=DskwS2RoBuI

Alliott Group websitehttp://alliottgroup.net/

The world's local bank

http://www.youtube.com/watch?v=CNebVMGlKpY

http://www.youtube.com/watch?v=CNebVMGlKpY

http://www.youtube.com/watch?v=DskwS2RoBuI

http://alliottgroup.net/

http://alliottgroup.net/

http://www.hsbc.com/1/2/home


Conference

Alliott Group Update


Alliott Group Update

Part 1: Group Overview Finances Membership Development Plans for 2012 Upcoming meetings/conferences

Part 2: Membership Benefits Website update


Group Overview - A truly global presence

North America29 members

Latin America12 members

Asia Pacific28 members

EMEA96 members


Group Overview

Combined Revenue – US$611,684,264 Number of members – 165 Number of offices – 203 Number of countries – 70 Number of partners – 2,367 Total number of staff – 4,579


Finances

Audit completed end of March 2011 Financial statements approved and circulated Profit 2010 of £35k Positive finances to date in 2011 Forecast surplus for 2011 More information on this during AGM


Membership Development

Target net new members for last 12 months was 20. 12 new members since Singapore –

Longer decision process Difficult economy Strong competition from other

groups of professional firms 2011 forecast predicts14% growth in subscription

revenue Positive pipeline in all geographies We need quality firms with an international focus or

desire to serve international clients We need your contribution!


Membership DevelopmentAsia Pacific

Auckland - Joined February 2011Bangalore, India - Awaiting application form

Singapore – Joined February 2011Tokyo - Ongoing discussionsVietnam – Joined April 2011

EMEASofia, Bulgaria – Joined April 2011Dakar, Senegal – Application form

Khartoum, Sudan - Awaiting application formGeneva - Awaiting application form

Malta - Awaiting decisionSudan – Meeting in London in May

UK –Nottingham – Joined September 2011UK – Wales – Ongoing discussions


Membership DevelopmentLatin America

Guatemala – Ongoing discussionsMexico City - Joined January 2011Santiago, Chile – Awaiting decision

Santo Domingo, Dominican Republic – Ongoing discussionsSao Paulo – Awaiting decision


Membership DevelopmentNorth America

British Virgin Islands – Joined January 2011Fairbanks, AK – Ongoing discussions

Florham Park, NJ – Ongoing discussionsJacksonville, FL – ongoing discussions

Los Angeles – Joined January 2011New York City – Awaiting decision

Richmond, KY – Ongoing discussionsSan Francisco – Awaiting decision

Vancouver – Awaiting decision


Membership DevelopmentLegal

Atlanta – Joined September 2011British Virgin Islands – Joining November 2012?

Buenos Aires – Awaiting decisionCleveland – Joined April 2011

Brussels - Awaiting application formDelhi - Joined January 2011

Hamburg - Joined January 2011Hong Kong – Awaiting decision

Houston – Awaiting decisionJakarta – Awaiting decision

Lima - Awaiting decisionMemphis – Awaiting decision

Mexico City – Awaiting decisionStockholm – Awaiting decision – meeting at IBA in Dubai

Vienna – Joined October 2011


Plans for 2012

Administration Review of administration in North

America post 2013 Looking to add resources to UK

Executive office team – online & marketing support

Focus on increasing member involvement

More administrative functions added to the webiste – online payments

Smart phone Worldwide Directory App


Plans for 2012 (continued)

Strategic Review WWB ‘Away Day’ with consulting firm Challenge the way we do business and

our thoughts for the future of the Group Consultation with members To include new marketing guidelines To be launched at 2012 WWC in San

Diego


Plans for 2012 (continued)

Implementation of new Rules One category of membership New Worldwide Advisory Committee Reducing term of the WW chairman 8 year terms for Advisory Committee &

WWB membership Introduction of Internal Reviewer Increase power of the Regional Advisory

committees Full information to the different levels of

administration Discussed by WWB yesterday Circulated to members for review and

voting


Upcoming ConferencesMeeting Date & Venue

North America Staff Training November 6th - 10th, Henderson

North America Business Development Training

November 7th - 8th, Boston

EMEA Managing Partners’ Retreat & Staff Training

December 1st- 3rd, Windsor, UK

2012

North America Tax Specialty Group & Leadership Forum

January 10th- 13th, Captiva, Florida

AGAP Regional Meeting April TBC

EMEA Regional Meeting May 3rd - 5th, Zurich, Switzerland

North America Leadership Forum and Audit Group

w/o June 11th, New Orleans

Latin American Regional Meeting TBC, Mexico City

2011 Worldwide Meeting October 17th- 20th, San Diego


2011 Worldwide Conference

17th – 20th October

San Diego, USA


Membership Benefits

Looking to increase the value of membership Provide tangible benefits Help members to do business better and cheaper Offer value added services to your clients Develop new business opportunities How are we planning to do this?

Developing new internal service offerings Webinars and ClientView

Linking to other businesses/ organisations


Membership Benefits - continued

Webinars Monthly events Growing range of topics Content now relevant to all regions Webinars are recorded



ClientView Members list their top clients List of clients only accessible to those members that

have shared theirs Only the name of the client is listed Confidential member to member contact of interested

parties


Member Benefits - continued

The world's local bank

http://www.hsbc.com/1/2/home



Clearinghouse network – pre-qualified information Connects buyers, sellers & financiers No upfront cost Buying and selling of private businesses – valuation

US$5m to US$150m


Website Update

• Where we are today• Plans for going forward

Added Value Online booking and payment for meetingsInvoicing and payment of membership subscriptionsOnline directory and smart phone apps

• Profiling of membersMembership Statistics

• Value of articles and materials – information resource for entrepreneurs

• Using the current site


Website Update(continued)

• Increasing Member Participation - Current statistics• Staff profiles – 637 (4,287) = 14.8%• Articles added since Singapore = 127

2010 Since Singapore

AG Resource 30 (415 views) 32 (593 views)

Case Studies 2 (445 views) 2 (491 views)

Event Docs. 4 (0 views) 26 (679 views)

News Items 99 (22,624 views) 192 (56,744 views)

Technical Articles 101 (12,196 views) 113 (23,049 views)


Website – Member profile


Website – Member Profile (continued)


Website – Member Profile (continued)


LinkedIn 2010


LinkedIn 2011


Promoting the Group - Trade Shows & EXPOS


Promoting the Group - Survey Results

• 14th largest association (US$611,684,264 = 9th)• Latin America – 7th largest network/association • USA – 19th (16th) largest network/association• Turkey – 9th largest network/association


Promoting the Group - Awards


Promoting your Link


Promoting your link (continued)


Conference

Alliott Group AGM

Education

Saturday - Barcelona 2012