Functional Financials for Occupational Therapy Business Owners
Think financials are dry? Think again! Join OT and business coach Cathy Love for a fun, no-fluff session that takes the mystery out of money. It’s the perfect check-in before EOFY – practical, punchy, and packed with OT-specific insights to help you lead your business with confidence. This energising session will make financial strategy make sense. Learn how to review your numbers, plan for the year ahead, and steer your business like a true director.
Program Overview
Running a business is more than just great clinical work – it’s also about understanding your numbers and making smart, strategic decisions. If the financial side of business has ever felt confusing, overwhelming, or like something you’d “deal with later,” this is your chance to flip the script. Functional Financials for Occupational Therapy Business Owners is your opportunity to hit pause, check in with your business finances, and get clear, confident, and in control – all with the guidance of someone who truly gets the OT world.
Led by Cathy Love – registered OT, experienced business coach, and founder of Nacre Consulting – this session is interactive, practical, and anything but boring. Whether you’ve worked with a business coach before or this is your first time, Cathy brings deep industry insight and a fresh, energising approach to financial literacy. You’ll have the chance to ask questions, gain real-world strategies, and walk away with a stronger understanding of how money works for you. Don’t miss this chance to boost your business brain and start the new financial year with clarity and confidence.
Purpose of the Session
This session is designed to:
· Demystify the financial aspects of running a business
· Deliver an accessible overview of how money works in business
· Provide general “how-to” education (without specific financial advice)
· Make financial concepts practical, interesting and achievable
· Empower OT business owners to build confidence in financial decision-making
Key Features
· Delivered by Cathy Love, registered OT, business coach, and founder of Nacre Consulting
· Supported live by OTA and Nacre Consulting team members for engagement and Q&A facilitation
· Interactive, energising presentation with real-time chat engagement
· Slide deck and a digital workbook will be provided to participants
By attending this workshop you will be:
1. Strengthening Financial Fitness • Collaborating with your financial team • Key reports to review and understand • Building financial habits that stick
2. Working with Money Mechanics • Ethical revenue growth and profit drivers
• Expense management • Growth vs. scale
3. Tax Essentials • Business vs. personal tax • Trading entities • Tax planning
4. Financial Strategy • Dynamic budgeting • Director drawings, salary, super, and dividends • Managing seasonal cash flow
5. Director Role • Financial leadership mindset • Profit allocation decisions • Steering the business through financial lenses
This session is suitable for:
Solo and group private practice owners of any sized business or those thinking of starting their own private practice.
DETAILS
DATE
Wednesday 28th May 2025
TIME
7:00pm – 8:30pm | VIC, NSW, ACT, TAS, QLD
5:00pm – 6:30pm | WA
6:30pm – 8:00pm | SA, NT
Please login 10 minutes before the scheduled presentation time
VENUE
This is a 100% virtual event. You will receive an email with details to access the event two days ahead of the scheduled event date.
CPD HOURS
Total CPD claimable: 1.5 hours
A certificate of attendance will be issued upon completion of the full course. Please allow up to 48 hours for the certificate to appear in your CPD tracker.
RECORDING ACCESS
This session will be recorded and available to access following the event in OTA connect account.
ACCESS
Participants will have access to the resources for 12 weeks following the live session.
REGISTRATION FEES & INCLUSIONS
OTA Member / New Graduate Student Member: $60
Non-member: $78
Members must be logged in with username and password to register at the member rate.
RSVPS close 26 May 2025, 11:59pm AEST
Note: All pricing is inclusive of GST
DISCLAIMER
All information is correct at the time of publication. OTA reserves the right to alter or delete items from the CPD calendar as required, and takes no responsibility for any errors, omissions and changes.
All workshop resources including copies of the presentation, along with all supporting documents and links are not for distribution and are the property of the presenter.
An OTA staff member or representative may be photographing or recording this event for use in OTA publications and/ or on OTA social media sites. If you do not wish to be photographed, or have your image published please make this known to the OTA representative at your course or contact OTA on 1300 682 878 or at info@otaus.com.au
TERMS AND CONDITIONS (T&C)
T&C's are available here
CONTACT US
Please direct all enquiries to info@otaus.com.au or phone 1300 682 878
Presented By
Cathy Love
CEO, Coach, Speaker, Author, OT
Cathy Love is the powerhouse behind Nacre Consulting, where allied health business owners come to craft their version of Amazing Business Brilliance. With over three decades of experience in the allied health and disability sectors, Cathy has a unique knack for transforming businesses into purpose driven, profitable, people centric entities that deliver the time, money, and joy their owners deserve. Starting her career as an Occupational Therapist, Cathy has worked across Australia and the UK, gaining invaluable insights into the complexities of the allied health world. She founded, scaled, and eventually sold her own multi-site practice, Kids Therapy Network, in 2012. This journey gave her a deep understanding of the challenges faced by business owners in the disability sector and a passion for helping others navigate them with confidence. As the founder of Nacre Consulting, Cathy has spent over 12 years coaching allied health business owners to achieve their dreams. Her coaching programs, conferences and masterclasses are designed to guide members through her signature 9 Brilliant Business Accelerators. These focus on everything from practical business planning, marketing, numbers, people and culture, service provision right through to systems and improvements for individualized success. Cathy’s podcast Allied Health Business Brilliance is a hit among allied health professionals, business owners and stakeholders due to its chatty nature, awesome guests, bit sized advice and generous narrative style. But Cathy’s impact doesn’t stop there. Through Nacre Consulting’s partnership with B1G1, she has facilitated over 240,000 life-changing impacts globally, from funding therapy programs for kids with disabilities to supporting anti-child trafficking initiatives and business and educational opportunities for women. Operating from her beachside haven on the Mornington Peninsula, Cathy balances her strategic brilliance with creativity, often finding inspiration while walking along the sand. She stands on the shoulders of her exceptional small but mighty remote Nacre Consulting team. Her mission is clear: to empower allied health business owners to lead with confidence, reclaim their time, and amplify their impact on their teams, communities, and clients.