Events
P&L Business Partners hosts events designed to spark genuine conversation around financial stewardship, business ownership, and the evolving role of women in shaping economic outcomes. Below you will find details of our upcoming sessions.
The SHEconomy: The Shift, The Gap, The Opportunity
Women are already driving financial decisions, building wealth, and leading businesses, yet the way we experience, talk about, and support women with money hasn't fully caught up.
In this session, Whitnie Jeeves, Associate of Morgan Stanley Wealth Management, will present The SHEconomy, exploring the growing economic influence of women and what it truly means to support women stepping into financial stewardship during life's most critical moments. From career progression and business ownership to major life transitions, this discussion highlights where the gaps remain and the significant opportunities ahead as women continue to shape financial outcomes for themselves, their families, and their communities.
We are also delighted to welcome Amy Waters, CEO of the Geelong Community Foundation, who will share insights into the important work underway locally through the Geelong Women's Impact Collective. Amy will speak to how this initiative is addressing gender inequality in our region, as well as the growing movement to recognise, encourage, and celebrate female philanthropy and the powerful role women are playing in driving meaningful, lasting change across the Geelong community.
This event is an opportunity to learn, connect, and be part of a broader conversation about financial empowerment, influence, and impact, locally and beyond.
Thursday, 21 May 2026
Location: Harwood Andrews, 70 Gheringhap Street, Geelong
Arrival: 9:15am
Start: 9:30am
Close: 11:00am
Morning tea will be provided.
Speakers
Whitnie Jeeves, Associate, Morgan Stanley Wealth Management
Amy Waters, CEO, Geelong Community Foundation
Why we run these events
The conversations that matter most rarely happen in formal settings. P&L Business Partners brings together clients, advisers, and community leaders in a format that encourages genuine exchange rather than passive listening. Each event is built around a specific theme, a credible speaker, and enough time for the room to actually talk.
Our events are deliberately kept small. That is intentional. A room of thirty people who are genuinely engaged produces far more value than a conference of three hundred who are not. We want attendees to leave with something concrete, whether that is a new perspective, a useful connection, or a question they had not thought to ask before.
If you have attended one of our sessions before, you will know the format. If you are new to P&L Business Partners, we would encourage you to come along and see for yourself. There is no obligation and no sales pitch. Just a focused conversation about something that matters.
Upcoming events are listed on this page as details are confirmed. If you would like to be notified when new events are announced, reach out through our contact page and we will add you to the list.
Stay informed about upcoming events
Contact us to be added to our events list. We will let you know when new sessions are confirmed so you can plan ahead.