DAY 2 - TUESDAY; 13TH OCTOBER, 2015
| TIME | STREAM 1 | STREAM 2 | STREAM 3 | |
| 08:00 am | Video preshow - snapshots of event exhibitors | |||
| 08:30 am | CEO Panel Discussion - Open Forum Tim Reed, Chief Executive Officer, MYOB Ron Lesh, Managing Director, BGL Corporate Solutions Joss Milner, Co-Founder, Cash Flow Story Pete Sanders, Managing Director, Asia Pacific Wolters Kluwer, CCH Kevin Bungard, Chief Executive Officer, Class Nicolette Maury, Managing Director of Intuit Australia John Woodbridge, Managing Director, Nimbus Technology Pty Ltd Sam Allert, Managing Director, Reckon Australia & New Zealand Chris Ridd, Managing Director, Xero Alan Osrin, CEO, Sage |
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| 09:50 am |
Interview with Australian Taxation Office Second Commissioner- Geoff Leeper
David Smith will interview Geoff Leeper about technology innovation at the ATO and the impacts on practitioners and their clients. Questions will be taken from the audience.
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| 10:20 am | Morning Tea - Wall to be erected | |||
| 10:50 am | 'Client Accounting'
MYOB Client Accounting is the most efficient way to process your SME’s year end accounts. Whether you are reading directly from your SME’s MYOB Cloud Accounting Ledger, importing an MYE file or simply rekeying transactions, find out how MYOB have made your practice even more efficient with their latest enhancements.
MYOB have made it even easier to work with your clients online for the most efficient practice yet. Find out how. Rob Cameron Platform Strategy Manager
MYOB Australia Pty Ltd
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How automated Checklists now run my Practice Come and listen to Electra Frost, a Practitioner who explains how automated checklists have completely revolutionised internal and external workflow through her Practice, increased productivity and reduced administration.
The power of Nimbus checklists have allowed Electra to build her Practice, provide better quality service and increase profitability. Electra will explain how Nimbus checklists are used within the Practice to manage workflow and achieve these outcomes.
Jacquie Strudwick Network Development Manager Nimbus Technology Pty Ltd Electra Frost Principal Accountant & Advisor Electra Frost Accounting
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Why Class Super is Australia’s leading SMSF administration software In only 30 minutes, David Goldsmith will show you how you can achieve impressive productivity gains and deliver more to your SMSF clients. You’ll learn how you can obtain third party property valuations and actuarial certificates in just a few clicks. He’ll also show you how with over 150 direct-connect data feeds for banks, brokers & wraps, you can automate data entry, saving time and greatly improving productivity. You can also give your clients their own secure online access so they can view a total investment snapshot anywhere, anytime. Don’t delay. Time is money - how much is it costing your business to wait? David Goldsmith CA Business Development Manager Class |
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| 11:20 am | Break for changing rooms | |||
| 11:25 am | 1-Click Portfolio Performance & Tax Reporting Sharesight is the only cloud-based share portfolio management system that automates portfolio administration and makes tax-time a breeze. Sharesight syncs with brokers to automatically pull-in trades and dividends, letting you run performance and tax reports in just one click - including Taxable Income, Historical Cost, Sold Securities and CGT. And as an award-winning Xero add-on, Sharesight makes it easy to reconcile trade data and manage SMSFs. So join our session and see for yourself why thousands of investors, accountants and financial advisers use Sharesight to manage their investment portfolios. Doug Morris CEO Sharesight |
Bridging the gap between Business and Tax Advice There has been a generally held view that there is a big difference between tax advice and business advice in the accounting profession in Australia. Some firms or some partners within firms have gone down the advisory route. Many accountants feel uncomfortable offering a client advice on how to improve their business.
The gap between Accountant to Advisor has been insurmountable.
In this session using the first online tax planning application the directors of Tax Strategist will discuss how to bridge this gap, how tax accountants need to start thinking of themselves as advisor and how to take the first step in moving from accountant to advisor by using the area they are most comfortable in TAX.
Director Tax Strategist Bill Barrett Tax Specialist Tax Strategist |
A Connected Digital Practice
This session will cover how an integrated practice management suite solutions designed specifically for Accountants will change your customer relationships by driving more client engagement, client intimacy and ultimately revenue for your practice. Daniel Wyner General Manager, Australia & New Zealand, Sales
Wolters Kluwer, CCH |
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| 11:55 am |
LUNCHEON PERIOD
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Break for changing rooms | ||
| 12:00 pm |
"Digital Disruption 5 Practical Examples"
See 5 key technologies your firm needs to be across or you risk being left behind and unable to compete. With practical live demonstrated examples, like "Cloud Notes", using a Microsoft Surface iPro 3 in your office, how I setup DDS my new company in one day using the cloud, My top 5 apps you should be using and heaps more. Grab a coffee before you come in as this is going to be a very fast paced session with heaps of technology.
Ron Drost, Digital Disruption Solutions
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Luncheon Period - No session | Technology Survey Results Since 2011 Smithink has conducted a survey of technology usage by accounting firms. In this session David Smith will highlight the key findings of the 2015 survey. Practitioners will gain an understanding how how their practice compares to others and will highlight where extra focus maybe required.
David Smith Director, Smithink |
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| 12:20 pm | Break for Changing Rooms (15 mins) | |||
| 12:35 pm |
Real-time Data Integration for A More Profitable Practice
As technology evolves, how does the next generation practice capture, manage, and process client data? In this session, Dave Francis will review solutions that leverage data integration to maximise practice profitability and streamline client-advisor collaboration.
National Sales Manager
Reckon Accountant Group
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Luncheon Period - No session |
"Build value with virtual Chief Financial Officer services”
Various surveys have identified that SMEs are looking for a wider range of services – future planning, business analysis, raising finance, succession planning, cost management, management monitoring, business plans, assistance in raising capital and identification of grants.
This presents a tremendous opportunity for accountants to diversify with a range of services to assist SMEs to build value.
ESS BIZTOOLS assists accountants in the delivery of an extensive range of Business Advisory Services which incorporates Chief Financial Officer services.
The ESS BIZTOOLS package enables accountants to provide an outstanding building value service for SME clients.
Managing Director
ESS BIZTOOLS
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| 01:05 pm | Break for changing rooms | |||
| 01:10 pm |
Automation - SMSF Strategies, Companies, Document Management and Statements of Advice
NowInfinity is the leader in automated strategies, ASIC company messenging and document management across SMSFs, superannuation, taxation, employee share plans and regulatory interactions. In this practical hands on session sew how easy it is to complete automated annual company returns and annual SMSF deed upgrades, advanced limited recourse borrowing and estate planning strategies, advanced digital signature technology and the future of Statements of Advice under the Accountant's Exemption.
Director, NowInfinity and SMSF Strategies
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How to use Facebook to gain new clients
In this workshop I'll show you not only how to create an optimised Facebook page that targets specific industries, people and harnesses the power of location, but also tips on how it can deliver new business for you.
We'll go over what are the key points every company page should cover, why videos work so well and how to build likes with real people.
You'll walk out of this session with the dos and don'ts of Facebook for business.
Practice Advisor,
PracticeIQ
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Future Proofing Your firm with Technology
Founder and CEO PANALITIX |
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| 01:30 pm | Break for Changing Rooms (15 mins) | |||
| 01:45 pm | Automating your corporate compliance with CAS 360 This session will focus on how a fully automated and integrated corporate compliance solution will improve efficiency and ensure ASIC compliance. Ron Lesh Managing Director BGL Corporate Solutions Warren Renden CAS 360 Product Manager BGL Corporate Solutions |
Propel: a look at ‘Convergence’ in practice Have a look at Propel, the redefining of the adviser/ client relationship. See MYP's latest innovation, Propel, in action and hear real case studies from accountants changing the nature and value of their client relationships. Steven Eager Managing Director MYP |
Disruption? More like Opportunity
As the industry embraces cloud technology, the opportunity to connect to your clients has never been greater. The way you connect and the expectation your clients have for connecting, is changing. Real time advice requires real time information. The Financial Web is allowing accountants and their clients to transform their accounting platform into a true financial platform. James will show how Xero is leading the innovation in this space and how it will drive success and opportunity with you and your clients. James Solomons Head of Accounting Xero |
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| 02:15 pm | Break for changing rooms | |||
| 02:20 pm | Increase your practice productivity & profitability "The future is already here – it's just not evenly distributed." - William Gibson, The Economist.
The next generation of productivity and efficiency tools are readily available. Hear how some of the most proactive accounting and bookkeeping practices have embraced them and how this is increasing their profitability.
Sophie Hossack ANZ Country Manager Receipt Bank |
CCH iFirm Tax
At the heart of every practice no matter what the size, a strong and viable tax solution is essential. Having literally written the book on tax for over 40 years, Wolters Kluwer, CCH is primed to change the way you view tax software into the future. Today more than ever you need a tax solution that is more than just a form filling and lodgement tool. In this session you will see how we are redefining what a cloud tax software solution needs to be.
Daniel Wyner General Manager, Australia & New Zealand, Sales
Wolters Kluwer, CCH Barry Males Regional Product Manager
Wolters Kluwer, CCH
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True document and email management – get it online, get it on desktop, get it on mobile – you choose HowNow gives firms the flexibility to choose how they want to manage their files and emails – online, on desktop or on mobile. The HowNow document management solution is fully customisable for each firm with connections to all popular industry products and HowNow Smart Workpapers & Templates, HowNow Portal and Reportance. Work the way you want to with HowNow. Brad Geelan Client Development Manager Business Fitness |
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| 02:50 pm | Afternoon Tea | |||
| 03:20 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 |
"A Single Platform Delivering Deep App Integration's, Choice and True Efficiency".
When it comes to apps, one size does not fit all. Hear the latest insights and trends and see how deep app integration can drive true efficiency for your small business clients.
Trent Mclaren & Rajashree Pimpalkhare Intuit Australia |
“Freedom Planning” – The BEST thing we have EVER done for our clients (AND our FIRM!) Do you really care about your clients? You want to do more for them, but you just don't know how? I promise you that this session will CHANGE YOUR LIFE AS AN ACCOUNTANT! See the AMAZING Freedom Planning module in ChangeGPS. Our firms gets 100% take up of services we offer during a client Freedom Planning meeting. See a live demo of how a Freedom Plan allows you in 1 MINUTE to help a client to INSTANTLY UNDERSTAND how your firm can help them to have a beautiful financial future! This is the BEST service I have ever offered clients! Timothy Munro CEO and Founder of ChangeGPS and Change Accountants & Advisors |
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| 03:50 pm | Break for changing rooms | |||
| 03:55 pm | Practitioner Open Forum David Smith & Mark Holton will conduct an interactive session with a panel of practitioners to discuss a range of practice technology issues David Smith Director, Smithink Mark Holton, Director, Smithink |
The Number One Online Accounting app Sage One online accounting Automate, organise, share data and collaborate with your clients using the tried and tested Sage One, our cloud based accounting software for small businesses. Learn how easy it is for small business owners to get started using Sage One and how it can help them to work more efficiently with their accountants. Accountants will enjoy better client collaboration, and by automating compliance tasks learn how their time could be freed up to focus on higher value-added advisory services and at the same time reap the monetary rewards for referring Sage One to their small business clients. Lukas Taylor General Manager Sage One Elzerie Van Wyk Business Analyst Sage One |
Practical tips and tools to help you deliver game-changing trusted advisor services The cloud is disrupting every industry it touches. For advisors, the cloud is ushering in a new era of better business reporting. In this session, learn how tools like Fathom can help you to efficiently track and monitor the health of your client’s businesses. See a case study example of how you can provide your clients with insightful management reports and unprecedented access to real-time business intelligence. With practical examples and helpful tips, this session is aimed at professionals seeking to expand their offering using cloud-based technology. Geoff Cook Co-Founder & Director Fathom |
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| 04:25 pm | Break for changing rooms | |||
| 04:30 pm | Exhibitor prizes and close. | |||
