You are here: Home > Institute of Excellence (CPD) > CPD Events > OWA CPD – Money Focus Series 3

OWA CPD Evening 17th November 2021 with Lisa Jansen & Paul McKinley

Optometry Western Australia’s August presents Lisa Jansen & Paul McKinley on “Demystifying Financial Statements (for Success?)”

Venue:  Zoom

Registration NOT OPEN YET

Session Information

  • What are financial statements?
  • Interpreting financials for practice success
  • Key ratio analyses
  • Calculating the daily cost of opening the doors
  • Using financial statements for practice valuation and purchase
  • Why understanding your financials is key to practice success
  • How regular should your financial reporting be and why?
  • Interpreting and mastering Profit and Loss Statements and Balance Sheets
  • Monthly management reporting and review. Knowledge is powerful
  • Controllable versus non-controllable

Learning Objectives

  • To become familiar with the financial statements relevant to an optometry business
  • Define basic terminology in financial statements
  • Learn how to use the information for financial discussions
  • Understand the importance of financial statements for practice valuation & purchase/ sale

Max CPD hours awarded: 1.5 i 


<< Back to Optometry WA Events         <<Back to ALL Events in WA

Optometrist & Director Infinite Clarity Coaching

Lisa Jansen

Show details

Lisa is an Optometrist in private practice in Claremont, Western Australia, with over 30 years experience in optometry, specially contact lens fitting and practice ownership. She was one of the first to fit orthokeratology lenses back in 1992, and completed her Certificate in Ocular Therapeutics in 2016. She is also a professional coach consulting with individuals and businesses.

Lisa has been involved with the profession holding Board positions with Optometry Australia (WA) and the Optometrist’s Registration Board. She is fascinated by neuroplasticity and the neuroscience of behaviour, change, and performance. Her coaching addresses strategies for clarity, goal-setting, and action towards success in business and in life.

“As an Optometrist I helped people to see clearly. Today as a transformational coach I help them to see themselves clearly.”


Paul McKinley

Show details

Paul has over 30 years relevant commercial experience in the finance, automotive and accounting industries, specialising in commercial funding with a strong focus on personalised client service and retention.

Acknowledgement of Country

In the spirit of reconciliation Optometry Australia acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.