DAY 1 - MONDAY; 12TH OCTOBER, 2015
| TIME | STREAM 1 | STREAM 2 | STREAM 3 | |
| 07:30 am | Registration | |||
| 08:00 am | Video preshow - snapshots of event exhibitors | |||
| 08:30 am | Welcome & setting the scene | |||
| 08:45 am | Opening Keynote: How to Succeed as a Small Business on the Web John Ball Head Google Small Business |
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| 09:30 am | Plenary: Cloud disruption. Are you ready?
Cloud disruption in accounting space is enabling practices to challenge their service mix. Hear the innovations that you can be taking advantage of NOW with MYOB.
Tim Reed CEO MYOB Australia Pty Ltd |
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| 10:00 am | Morning Tea - Wall to be erected | |||
| 10:30 am | How Simple Fund 360 improves SMSF Compliance This session will focus on how software, automation and documentation improves SMSF compliance and makes SMSF audits more efficient.
Ron Lesh Managing Director BGL Corporate Solutions |
The Power of One In this session Joss & Alan will show you a revolutionary simple 3-step process to turn a tax return into a valuable business improvement tool...all in under 2 minutes. This revolutionary new process will enable you to deliver a value added new service to EVERY business client, help them improve their business whilst developing a new revenue stream in your practice.
Co-Founder Cash Flow Story Alan Miltz Co-Founder Cash Flow Story |
The most affordable cloud accounting solution in Australia
The digital revolution is driving change in 2015, particularly in compliance and the emergence of SBR. In this session, Shaun Locke will cover industry insights and review local, Australian cloud solutions for SME’s that embrace change and deliver on ease-of-use and affordability.
National Sales Manager
Reckon Business Group
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| 11:00 am | Break for people change rooms | |||
| 11:05 am | Why your Practice needs Cloud
Document Management!
Efficient management, storage and retrieval of vast numbers of Practice and Client Documents is one of the core challenges facing any Accounting Practice. In this session John and Jacquie will unveil the latest addition to the Nimbus Client collaboration suite – a truly transformative Cloud Document Management system (DM). The benefits of moving to a true Cloud DM go far beyond just saving on IT and infrastructure. Feature rich and powerful, Nimbus DM takes full advantage of the Cloud to deliver benefits that cannot be matched by desktop DM products. For all Practices who are considering a move to integrated Cloud solutions, learn why Nimbus DM is the missing piece of the puzzle. John Woodbridge Managing Director Nimbus Technology Pty Ltd Network Development Manager
Nimbus Technology Pty Ltd.
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Improve practice efficiency with
QuickBooks Online
Innovative small businesses and their trusted advisors require real-time collaboration now more than ever. And for collaboration to be effective, it needs to be easy to use, seamless and productive. In this session, we look at how mobile collaboration can help you add real value to the services you provide, and how it can help you better service your clients. We will also show you how your clients can benefit from using their mobile devices to monitor and manage their small business anywhere, anytime. Dale Pearson Head of Business Development Intuit Australia |
The New World Order in Advisory: Convergence It is time to imagine a new reality for the adviser/client relationship. A world beyond transactions and the ‘trusted’ adviser label. Welcome to the world of ‘Convergence’, where client and adviser share an ecosystem of information, connection and true value. This is a place that redefines the role of the accounting and advisory business. If you fail to grasp the power of convergence, you will move down the supply chain and become increasingly dependent on those above you.
Spend this time with us to learn how the concepts of connection, core and convergence will change your views, vision and relationships.
Steven Eager Managing Director MYP |
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| 11:35 am | Break for people change rooms | |||
| 11:40 am | Online practice + tax Join MYOB for the next stage in your online practice, with the latest version of MYOB Portal; MYOB Ledger and a first look at MYOB Tax online.
Rob Cameron Platform Strategy Manager
MYOB Australia Pty Ltd |
How Class Super takes the pain out of SMSF administration In just 30 minutes, David Goldsmith will show you how to handle some of the toughest challenges administrators dace when processing SMSFs. These include handling foreign equities and cash, processing bulk corporate actions, and managing contribution caps and pension limits for all funds. Come along and see how you can take the pain out of SMSF administration, and why now is the right time to make the move.
David Goldsmith CA Business Development Manager Class Super |
Driving Proactive Business Advisory Services - Turning budgets, forecasts and business models into profitable business advisory work This session examines how tools like Castaway Forecasting help you explain business performance, identify high value insights & ideas and deliver improvement solutions to your clients. Building a 3 way forecast opens up plenty of opportunities to provide add-on value for the client. The questions you ask around sales patterns, margins, debtor/creditor payment behaviours, stock levels, asset management etc. reveal lots of rich insights about the pressures and challenges within the business. You are then just one step away from a wide range of potential business advisory services. We’ll also look at how integrations with Xero, MYOB, Fathom and Profit Optimiser increase flexibility, save time and improve data accuracy. Michael Ford CEO & Founder Castaway Forecasting |
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| 12:10 pm | Break for people change rooms | |||
| 12:15 pm | Growing your Firm with Predictive Intelligence This session will cover how new technologies will drive compliance advisory services into the future. Utilising the data an accounting firm holds about their clients, you will learn how having a forward looking view, backed by over 40 years of tax knowledge will ensure compliance is not commoditised.
Pete Sanders Managing Director Asia Pacific Wolters Kluwer, CCH
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Lighten up! A down to earth look cloud applications Are you working less, achieving
more and taking the grunt out of work? Or is it all just fluff?
Take a closer look at where your business could be draining resources. Find out how to redirect those resources to increase profits, raise capacity and focus your efforts. One size does not fill all! Learn the pwoer of combining applications to more effectively resource your services and make your clients' experience effortless and rewarding! Let's get it done! You'll leave this workshop with more than ideas. Planning your implementation approach is key to creating change and driving your practice forward!
Cate Kemp Practice Improvement Manager Shoeboxed Australia |
The new SMSF Practice – it’s all about client engagement Gone are the days where SMSF clients just want an annual set of financial statements, which, let’s face it, most do not understand. Your average SMSF client is getting younger and they are very tech savvy. A generic accounting system is no longer the right tool for your practice to properly service these information and advice hungry clients. Come along and see how Australia’s most experienced SMSF software provider can help you to grow your SMSF business with tools that reduce time spent on data entry and compliance, but at the same time encourages client engagement through our new innovative and interactive web portal, ViewSuper.
Policy Director Supercorp |
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| 12:45 pm |
LUNCHEON PERIOD
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Break for people change rooms | ||
| 12:50 pm | The
Power of Social Video for Brands
Topics:
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Luncheon Period - No session | Data Visualisation at its best - a new era for accountancy Powered by InfoTrack - through the creation of a custom workspace tool - REVEAL affords accountants a far easier way of analysing, interpreting and presenting complex ASIC and PPSR search information. REVEAL offers superior data visualisation that will save you valuable time and allow you to confidently make the thorough assessments needed for your client base. REVEAL will enable you to: - reduce hours spent on interpreting ASIC and PPSR search data - keep abreast of those distressed entities so that you're ahead of the game and can provide first class guidance to your clients - support the identification of new business opportunities by seeking out key stakeholders - mitigate your own professional risk by minimising your chances of missing critical information that needs to be correctly interpreted Brendan Smart InfoTrack GM Sales InfoTrack |
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| 01:10 pm | Break for people change rooms (15 mins) | |||
| 01:25 pm | Innovation in Practice Management Xero provides practice tools for accountants and bookkeepers who want to help their small business clients grow and thrive. In this session, we'll show you how you can connect with your clients and provide insights about their business. We'll show how using practice tools to save time through accounting automation and how you can optimise your practice and see how clients and staff contribute to profitability.
Matthew Prouse Solutions Manager for Practice Tools Xero |
Luncheon Period - No session | Your Total SMSF Business Solution This session will focus on the changing SMSF industry, what it has meant for accountants and the opportunity that exists for accountants to embrace the advantages of licensed financial advice.
Gain time to grow your business and turn risk and overheads into revenue and relationships by finding the right way to balance your licensing, admin and compliance requirements while keeping up to speed with the latest technical know-how.
Greg Schapkaitz Head of SMSF Sales
AMP SMSF
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| 01:55 pm | Break for people change rooms | |||
| 02:00 pm | Outsourcing – Breaking Down the Barriers Andrew will discuss who, why and what to outsource for public practitioners. He will discuss the barriers to outsourcing and provide his “ten commandments” to follow in collaborating with a strategic outsourcing partner. These should assist delegates in breaking down the barriers to outsourcing.
Director
AccWeb |
Accounting Software – Does One Size Fit All? There have been a number of significant changes in the financial software industry and things continue to evolve at a rapid pace. It can therefore be difficult at times to know where to look for software to address specific client requirements, or what level of current market offering should be investigated.
This short presentation will canvas some of the potential considerations that may be involved in ensuring the provision of accurate advicea nd directing clients toward those solutions which best meet their objectives.
Lawrence Hughes Business Development Manager Arrow Research |
Advising on retirement incomes needs sophisticated tools – are you allowing for the key risks in your projections? This session will examine the three key retirement risks - longevity, market and inflation. Melanie will use realistic case studies, based on actual SMSF trustees, to stress test their retirement plans through Accurium's online retirement healthcheck. She will discuss how you can interpret the results to build and enhance relationships with your clients to provide growth opportunities and valuable revenue streams for your organisation. Melanie Dunn SMSF Technical Services Manager, Associate Actuary Accurium |
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| 02:20 pm | Break for Changing Rooms (15 mins) | |||
| 02:35 pm |
Drive compliance profitability through the common ledger and connected apps We are in the midst of a mobile-centric technology wave that is shaping the way accounting practices operate. Attend this session to discover how your team could be empowered to complete jobs more productively using Sage HandiSoft’s integrated practice management, client accounting and taxation solution. We’ll be focussing on how the latest common ledger, mobile and web apps can further extend the accessibility and functionality of our practice software so users can enjoy unsurpassed efficiency and drive profit.
Gary Weisz National Manager Sales & Marketing Sage Handisoft |
Reportance – the easy way to produce financial and statutory reports Tired of relying on outdated, clunky and costly legacy systems to perform your core practice work? Streamline the process in 3 simple steps.
Chartered Accountant and Software Developer Business Fitness |
Surviving Paperwork: How to Rescue Your Firm from a Productivity Plague Is your firm plagued by persistent paperwork? Stop festering in time-wasting document processes, by exploring digital document trends which help shape best practice organisations in this smartly presented talk by Nitro’s Director of Asia Pacific, Adam Nowiski. Joining Adam on stage will be MacKenzie Strategic’s Strategy & Development Manager, Amanda Kennan MacKenzie – who will share the firm’s technological transformation to proven productivity. In this session, you will presented with survey findings from PDF Association and ATSA 2014, have a chance to participate in a live cloud demonstration from your seat, and win a document productivity team masterclass and other exciting prizes. Adam Nowiski Director APAC Nitro, Inc. |
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| 03:05 pm | Break for Changing Rooms | |||
| 03:10 pm | The Growth Equation In a world where compliance work is being squeezed and we are being driven to provide more value add, what remains fundamental to our core as Practitioners is for us to practice what we preach. In this session, we will cover the key elements that your practice needs to embrace to ensure increased productivity, efficiency and ultimately continued growth. Wayne Tough Global Head of Product Management Wolters Kluwer, CCH
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Developing your IT Strategy – A Roadmap to Success
With the ATO’s new blueprint for reinvention the emphasis is now on firms to keep up to date with technology. With new software providers challenging the established providers, combined with cloud computing the industry has never seen so many challenges. In this session Iain will outline the 5 steps to create your own IT strategy. Founder & Director
Technology for Accountants
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Financial intelligence and reporting for the modern advisor In today's world, business management requires timely answers to critical business questions. Find out how Fathom helps you provide these answers. This session will show you how to use Fathom to deliver more frequent and more engaging financial analysis, management reporting and benchmarking services. Get deeper insights with this easy to use cloud-based tool. Geoff Cook Co-Founder & Director Fathom |
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| 03:40 pm | Afternoon Tea | |||
| 04:05 pm | Protecting Your Clients: How Today's Technology Can Save Your Client's From Tomorrow's HR Disasters Employees are one of the biggest risks to your clients' success. Too many employers wait until something goes wrong before trying to take appropriate action, and far too many end up breaking Australia's complex employment laws in the process. In this session we'll explore the pro-active steps you can encourage your clients to take to properly and effectively protect their businesses from expensive and time-consuming claims, investigations, prosecutions, and penalties. You'll leave knowing exactly what to ask your clients about their current HR practices, and empowered to help them avoid common HR mistakes. David Bates Managing Director Workforce Guardian |
Using Cloud Accounting to make massive profits
Founder and CEO PANALITIX |
Email Sucks: Fixing Email for the Modern Practice It’s a truth that anyone working in a business knows all too well – email sucks, and there’s no escaping it. With electronic methods now far and away the dominant means of communicating with clients, practices face a troubling set of issues; how we adequately file, search for and recall client correspondence and properly managing the complex retention and destruction regimes of our business’ most critical asset. In this session, we walk you through these and other issues and offer a solution that removes the reliance on people and inefficient processes, not only powerfully driving productivity, but also developing new business insights for those firms that dare to think differently about email. James Lewis Chief Innovation Officer
Oi Software
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| 04:35 pm | Break for Changing Rooms | |||
| 04:40 pm | Do you trust your numbers? Gaining real-time transparency into business performance Information is increasingly used to reinvent, digitalise or eliminate business processes and products. Effective filtering of the vast amount of information available enables you to make critical business decisions for your firm and clients. How can you move from intuitive decision making (gut instincts) to converting raw data into information and information into action? In this session, Stephen Canning explores how key performance indicators (KPIs) can aid in measuring business performance and how data visualisation through dashboards and pictorial data representation creates powerful knowledge for you and your clients. Stephen Canning CEO JCurve |
Going Naked with NO Timesheets Why? How? Has it worked? Dont' even think about turning off timesheets in your firm unless you attend this session! I was pro-timesheets for many years - but last year I changed my mind. Come along to find out why. I'll share the exact proecess and ChangeGPS tools we used to successfully stop using timesheets - and what my team liked and didn't like. The famous Paull Dunn recently told me; "Tim - I've never seen anyone explain this like you did. Amazing!" Come along and see how we did it - and YES it has been an AMAZING SUCCESS!
Timothy Munro CEO and Founder ChangeGPS and Change Accountants & Advisors |
Offshoring: Live workflow or you’re wasting your time!! No Accounting firm should consider outsourcing unless you have guaranteed visibility on jobs loaded, live workflow, live communication and full history of all touch points on each job. If you don’t, you’re sending jobs ‘blind’ without any measurements on delays and ways to improve offshore efficiency. Our Offshore solution provides FULL visibility plus more! Offshoring fails due to poor systems and poor communication. We’ll show you current business best practice and how to prepare yourself to successfully integrate offshoring in to your business. Mike McHenry Director,
Superannuation Advisors Australia and MyOutsource
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| 05:10 pm | Break for Changing Rooms | |||
| 05:15 pm |
Digital Marketing for the Modern Accounting Practice Modern accounting practices are embracing cloud technology with the likes of Xero and MYOB Account Right Live, but many haven’t taken the leap with their digital marketing strategies. Synergy 8’s Director Scott McNaught explains how a digital marketing strategy fits with a typical buyers journey, and gives insight into how you can improve existing workflows by integrating your website with your cloud accounting software. Director, Synergy 8
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Robo-advice and Superannuation – Friend or Foe Robo-advice and fintech are two buzzwords circling the financial services, investing and accounting professions of late. What is the truth and what is fiction behind these new digital disruptors to the global financial services industry. Can Accountants embrace these innovative technologies and provide their clients with a more engage experience, whilst at the same time, improving the quality of their relationships? Andrew Ward will take a look at global trends and the local players in the market, ASIC's stance and explain how accountants can get onboard the wave.
Andrew Ward Founder & Managing Director SelfWealth |
Innovation in Auditing for the Masses – Technology and Analytics There is a cloud hanging over the accounting and audit landscape and it’s not going away. It has brought with it a shower of digital innovation that is challenging firms, forcing them to put their current processes and service offerings under the microscope.
Why will the cloud continue to change the way you organize and conduct your business?
In this session, we will take a look at some of the challenges and opportunities that innovation in the cloud presents, what has happened, and what is ahead.
Greg Narain Auditflow |
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| 05:45 pm | Cocktails with the exhibitors | |||
| 07:15 - 10:15 pm | Showcase Dinner (optional) Guest Speaker: Mary "Effie" Coustas |
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