3. ASIA PACIFIC
EMEA
LATIN AMERICA
Case Study
NORTH AMERICA
LEGAL
• Alliotts and Sherrards Webinar
The world's local bank
Alliotts
http://www.YouTube.com/watch?v=CNebVMGlKpY
Sherrards
http://www.youtube.com/watch?v=DskwS2RoBuI
Alliott Group website
http://alliottgroup.net/
5. ASIA PACIFIC
EMEA
LATIN AMERICA
Alliott Group Update
NORTH AMERICA
LEGAL
Part 1:
Group Overview
Finances
Membership Development
Plans for 2012
Upcoming meetings/conferences
Part 2:
Membership Benefits
Website update
6. ASIA PACIFIC
EMEA Group Overview - A truly global
LATIN AMERICA
NORTH AMERICA
LEGAL
presence
North America EMEA
29 members 96 members
Asia Pacific
28 members
Latin America
12 members
7. ASIA PACIFIC
EMEA
LATIN AMERICA
Group Overview
NORTH AMERICA
LEGAL
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
8. ASIA PACIFIC
EMEA
LATIN AMERICA
Finances
NORTH AMERICA
LEGAL
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
9. ASIA PACIFIC
EMEA
LATIN AMERICA
Membership Development
NORTH AMERICA
LEGAL
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!
10. ASIA PACIFIC
EMEA
LATIN AMERICA
Membership Development
NORTH AMERICA
LEGAL Asia Pacific
Auckland - Joined February 2011
Bangalore, India - Awaiting application form
Singapore – Joined February 2011
Tokyo - Ongoing discussions
Vietnam – Joined April 2011
EMEA
Sofia, Bulgaria – Joined April 2011
Dakar, Senegal – Application form
Khartoum, Sudan - Awaiting application form
Geneva - Awaiting application form
Malta - Awaiting decision
Sudan – Meeting in London in May
UK –Nottingham – Joined September 2011
UK – Wales – Ongoing discussions
11. ASIA PACIFIC
EMEA
LATIN AMERICA
Membership Development
NORTH AMERICA
LEGAL Latin America
Guatemala – Ongoing discussions
Mexico City - Joined January 2011
Santiago, Chile – Awaiting decision
Santo Domingo, Dominican Republic – Ongoing discussions
Sao Paulo – Awaiting decision
12. ASIA PACIFIC
EMEA
LATIN AMERICA
Membership Development
NORTH AMERICA
LEGAL North America
British Virgin Islands – Joined January 2011
Fairbanks, AK – Ongoing discussions
Florham Park, NJ – Ongoing discussions
Jacksonville, FL – ongoing discussions
Los Angeles – Joined January 2011
New York City – Awaiting decision
Richmond, KY – Ongoing discussions
San Francisco – Awaiting decision
Vancouver – Awaiting decision
13. ASIA PACIFIC
EMEA
LATIN AMERICA
Membership Development
NORTH AMERICA
LEGAL Legal
Atlanta – Joined September 2011
British Virgin Islands – Joining November 2012?
Buenos Aires – Awaiting decision
Cleveland – Joined April 2011
Brussels - Awaiting application form
Delhi - Joined January 2011
Hamburg - Joined January 2011
Hong Kong – Awaiting decision
Houston – Awaiting decision
Jakarta – Awaiting decision
Lima - Awaiting decision
Memphis – Awaiting decision
Mexico City – Awaiting decision
Stockholm – Awaiting decision – meeting at IBA in Dubai
Vienna – Joined October 2011
14. ASIA PACIFIC
EMEA
LATIN AMERICA
Plans for 2012
NORTH AMERICA
LEGAL
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
15. ASIA PACIFIC
EMEA
LATIN AMERICA
Plans for 2012 (continued)
NORTH AMERICA
LEGAL
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
16. ASIA PACIFIC
EMEA
LATIN AMERICA
Plans for 2012 (continued)
NORTH AMERICA
LEGAL
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
17. ASIA PACIFIC
EMEA
LATIN AMERICA
Upcoming Conferences
NORTH AMERICA Meeting Date & Venue
LEGAL
North America Staff Training November 6th - 10th, Henderson
North America Business Development November 7th - 8th, Boston
Training
EMEA Managing Partners’ Retreat & Staff December 1st- 3rd, Windsor, UK
Training
2012
North America Tax Specialty Group & January 10th- 13th, Captiva, Florida
Leadership Forum
AGAP Regional Meeting April TBC
EMEA Regional Meeting May 3rd - 5th, Zurich, Switzerland
North America Leadership Forum and w/o June 11th, New Orleans
Audit Group
Latin American Regional Meeting TBC, Mexico City
2011 Worldwide Meeting October 17th- 20th, San Diego
19. ASIA PACIFIC
EMEA
LATIN AMERICA
Membership Benefits
NORTH AMERICA
LEGAL
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
20. ASIA PACIFIC
EMEA
LATIN AMERICA
Membership Benefits - continued
NORTH AMERICA
LEGAL
Webinars
Monthly events
Growing range of topics
Content now relevant to all regions
Webinars are recorded
21. ASIA PACIFIC
EMEA
LATIN AMERICA
Membership Benefits - continued
NORTH AMERICA
LEGAL
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
23. ASIA PACIFIC
EMEA
LATIN AMERICA
Membership Benefits - continued
NORTH AMERICA
LEGAL
Clearinghouse network – pre-qualified information
Connects buyers, sellers & financiers
No upfront cost
Buying and selling of private businesses – valuation
US$5m to US$150m
24. ASIA PACIFIC
EMEA
LATIN AMERICA
Website Update
NORTH AMERICA
LEGAL
• Where we are today
• Plans for going forward
Added Value
Online booking and payment for meetings
Invoicing and payment of membership subscriptions
Online directory and smart phone apps
• Profiling of members
Membership Statistics
• Value of articles and materials – information resource
for entrepreneurs
• Using the current site
25. ASIA PACIFIC
EMEA Website Update(continued)
LATIN AMERICA
NORTH AMERICA
LEGAL
• 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)
26. Website – Member profile
ASIA PACIFIC
EMEA
LATIN AMERICA
NORTH AMERICA
LEGAL
27. Website – Member Profile (continued)
ASIA PACIFIC
EMEA
LATIN AMERICA
NORTH AMERICA
LEGAL
28. Website – Member Profile (continued)
ASIA PACIFIC
EMEA
LATIN AMERICA
NORTH AMERICA
LEGAL
31. ASIA PACIFIC
EMEA
Promoting the Group -
LATIN AMERICA
NORTH AMERICA
Trade Shows & EXPOS
LEGAL
32. ASIA PACIFIC
EMEA
Promoting the Group -
LATIN AMERICA
NORTH AMERICA
Survey Results
LEGAL
• 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
33. ASIA PACIFIC
EMEA
Promoting the Group -
LATIN AMERICA
NORTH AMERICA
Awards
LEGAL
