Agenda 2019

 

Our 2020 agenda will be arriving soon! Watch this space and join our mailing list to never miss an announcement.

 

For ease of record keeping, please see our 2019 Agenda below:

 

Melbourne, 12 - 13 November 2019

Schedule

Create your personal agenda –check the favourite icon

Nov 1209:30
Conference pass

How to Unlock The True Value of Advisory

Keynotes
The term advisory is thrown around at conferences like lollies at a kids party. What does advisory really mean and how can it benefit you? Hear a panel of accountants selling advisory explain what your clients really want, how you can find that information and – most importantly – how to value it.
  • Learn how to sell and deliver advisory to clients of all sizes
  • Find out how to use advisory to up-skill and monetise juniors in your practice
  • Discover what clients value in an advisory service
Aris Liacopoulos, Partner Relations Territory Manager – Victoria, MYOB
Purple Theatre
Nov 1209:30
Conference pass

myGovID and RAM: What It Means for You and Your Clients

Apps Live
Your key for accessing government online services is changing.AUSkey is being replaced by myGovIDand Relationship Authorisation Manager (or RAM).myGovID is an easy and secure way to provewho you are online and RAM lets you manage who can use online serviceson behalf of your practice. Together, they make accessing government online serviceseasier and more secure. This presentation will step you through what this change means for you and your clients.
  • myGovID and RAM will replace AUSkey providing secure, simple and flexible access to government online services.
  • Make the move to myGovID and RAM before AUSkey is decommissioned at the end of March 2020.
  • For more information about how to transition visit https://www.mygovid.gov.au/ and https://info.authorisationmanager.gov.au/
Interviewee: Colin Walker, Assistant Commissioner, Australian Taxation Office
Interviewer: Kerrie Jarius, Director, Brilliant Admin Solutions
Blue Theatre
Nov 1209:30
Conference pass

The Big Data That Drives the Black Economy Taskforce

Automating Bookkeeping
The ATO has invested heavily in cutting-edge analytics tools and Big Data techniques to obtain insights into Black Economy from the data and identify patterns of behaviour among groups of SMEs. These data reports show potential areas for investigation, set parameters for acceptable behaviour, and increase the level of compliance among the taxpaying community in regard to tax performance levels (the ‘gap’) and changes in digital work flows and data exchanges which accelerate reporting and analysis cycles
  • Hear how the ATO uses data to monitor compliance and identify misbehaviour
  • Understand how the ATO is changing the way it responds to problem industries
  • Learn about the government’s long-term vision for using data to manage the ecosystem
Interviewee: Marek Rucinski, Deputy Commissioner, Australian Taxation Office
Interviewer: Paul Meissner, Director, 5ways Group Chartered Accountants
Yellow Theatre
Nov 1209:30
Conference pass

The Secret to Customer Satisfaction Like Amazon or Apple? Measuring NPS per Accountant

Best Practice
Why do tech companies such as NetFlix, Amazon and Apple have such astoundingly high scores for customer satisfaction? They use a system called Net Promoter Score to measure this intangible and work out ways to improve their score. You can start viewing your accounting services as experiences that you can constantly refine. Find out how one leading firm tracks NPS.
  • Learn how to make customer satisfaction a priority to increase your incoming referrals
  • Discover why measuring NPS by an accountant can unearth your best practices
  • Hear how to improve customer retention and increase cross-sells
Alistair Dent, Managing Director, Quantum Advisory
Pink Theatre
Nov 1210:00
Conference pass

Introducing Sage Data Hub

Tech Talks
  • Fusing insights into workflows to optimise practice compliance
  • Unifying Sage and Non-Sage data into a cloud data warehouse
  • Delivering scalable and proactive advisory-driven engagement
Bruce Minty, Product Marketing Manager, Sage
Tech Talk Theatre
Nov 1210:10
Conference pass

How to Stand Out From Software-Backed Bookkeeping

Automating Bookkeeping
One of the biggest news stories this year was the launch of Intuit’s bookkeeping arm, QB Live. The best way to respond to software-backed bookkeeping or outsourcing, in general, is to improve the quality of your services. Hear from two top dollar bookkeeping businesses how they market themselves (and deliver) as the gold standard.
  • Discover the services that customers value and how to deliver them profitably
  • Learn the secrets to great customer service
  • Find out the advantages a small operator has over a global player
Moderator: Peter Thorp, Director, Australian Bookkeepers Network
Kerrie Jarius, Director, Brilliant Admin Solutions
Diane Lucas, Director, Direct Management
Yellow Theatre
Nov 1210:10
Conference pass

Grow Your Firm with the Receipt Bank Partner Program

Accounting Tomorrow by Receipt Bank
Cloud based apps such as Receipt Bank help accountants and bookkeepers grow their firm by automating routine document collection and organization activities and eliminating the data entry in bookkeeping. Firms around the world are building technology stacks to deliver a better experience to their clients, and to their team.
  • Understand the key elements of Receipt Bank's partner program
  • See Receipt Bank in action and find out why it is used by 8,000 firms globally
  • Learn how partners are successfully implementing Receipt Bank in their firm
Jess Minnett, Team Manager, Customer Success, Receipt Bank
Jo Doye, Director, Alluvia Financial
Accounting Tomorrow by Receipt Bank Theatre
Nov 1210:40
Conference pass

You Need Cash to Grow Your Accounting firm! Practical Solutions On How to Free Up Cash And Grow FeeSynergy

Tech Talks
  • Embrace automation
  • Positive client experience through technology
  • Offering different payment solutions
Malcolm Ebb, Director, Feesynergy Finance
Tech Talk Theatre
Nov 1210:45
Conference pass

Table 1: Finding and Retaining Top Talent

Table Talks by Intuit QuickBooks
Meagan Wood, Group Marketing Manager - Advisor, Intuit QuickBooks
Table Talks by Intuit QuickBooks
Nov 1210:45
Conference pass

Table 2: Tech Tips for Streamlining Tax

Table Talks by Intuit QuickBooks
Alan Fitzgerald, Director, PracticeConnectionsAdvisory
Table Talks by Intuit QuickBooks
Nov 1210:45
Conference pass

Table 3: Squeeze More Time With Productivity Hacks

Table Talks by Intuit QuickBooks
Kane Munro, Director, Active Outsourcing
Table Talks by Intuit QuickBooks
Nov 1210:45
Conference pass

Table 4: Herding Cats: Rounding Up Your Last STP Clients

Table Talks by Intuit QuickBooks
Lielette Calleja, Director, All That Counts
Table Talks by Intuit QuickBooks
Nov 1210:45
Conference pass

Table 5: Going Paperless – Where to Start

Table Talks by Intuit QuickBooks
Tish Bhagwandeen, Director, Infinance Solutions
Table Talks by Intuit QuickBooks
Nov 1210:45
Conference pass

Table 6: Cracking Down on Unbillable Time

Table Talks by Intuit QuickBooks
Fiona Failla, Founder, AboveBAS
Table Talks by Intuit QuickBooks
Nov 1210:50
Conference pass

How to Build An Intelligent Practice

Keynotes
Working in accounting and tax can be overwhelming. Keeping up with case law, legislative changes, ATO rulings and announcements and macro-economic events on top of a heavy workload is nearly impossible. Emerging technologies can manage this burden by transforming the way we work. Find out how to escape repetitive processes and focus on selling intelligent insights instead.
  • Discover how to mine your existing client database for new business opportunities
  • Learn how to demonstrate value to clients when compliance services are becoming commoditised
  • Find out how to move away from retrospective compliance to proactive advisory work
Ben Miller, Senior Writer CCH IQ, Wolters Kluwer
Pink Theatre
Nov 1210:50
Conference pass

How Robots Can Maximise Your Most Valuable Resources – People and Time

Best Practice
The worst thing you can do as a firm owner is to pay smart people to do dumb things. Robotic process automation is a tool that can help you and your staff focus on what matters. But you need to set it up correctly!
  • Discover the why and how behind robotic process automation
  • Learn how to identify the right tasks for automation
  • Find out how to successfully redeploy the extra capacity you create
Hugh O'Connell, Technical Support, FuseWorks
Blue Theatre
Nov 1210:50
Conference pass

How to Thrive in an Ever-Changing World

Best Practice
The best experience today will be the minimum expectation tomorrow. No longer can you rely on the importance of knowledge, acumen and reputation for differentiation. Customers are demanding that meaningful relationships and personalised experience are combined with convenience, affordability and technology. The next generation of employees is asking: What’s your purpose? How sustainable are you? How responsive are you to change?
  • Learn about the tools, skills and mindsets you need to keep pace and innovate
  • Discover why people want meaningful experiences, and how you can create them
  • Find out how to create a culture that attracts the best employees
Stan Corner, CEO, Business Automation Works
Andrew Jones, Co-Founder, G2 Innovation
Purple Theatre
Nov 1211:20
Conference pass

Major Changes To ATO Correspondence Delivery

Tech Talks
  • TheATO document system changes you will need to make
  • Getting the security right when delivering ATO documents
  • See an NOA processed in less than 10 seconds using AI and Machine learning
Ron Drost, Chief Executive Officer, iPracticeApps
Tech Talk Theatre
Nov 1211:30
Conference pass

The Danger of Not Moving to Progressive Reporting

Best Practice
The ATO’s push for further transparency into SMSFs means that regular fund processing is no longer an option – it’s standard. Two years on from major reforms, administrators who fail to process funds more frequently are living dangerously. Hear two experts unravel the shift to progressive processing and why technology is the core to transforming your SMSF service.
  • Learn about compliance reporting requirements and potential pitfalls
  • Discover the progressive processing approach to SMSF administration
  • Get a sneak peek at SuperMate’s Innovation Lab
Mark Ellem, Smsf Technical Expert, Super Concepts
Brad Ackermann, Chief Technology Officer, Super Concepts
Yellow Theatre
Nov 1211:30
Conference pass

Fraud Happens: How I Discovered $30k/month of Fraud in My Client's Business

Accounting Tomorrow by Receipt Bank
Fraud happens, often right under your clients’ noses. Hear how one Receipt Bank Partner uncovered $200,000 of fraud in a client's business. Have you educated your clients about internal controls and the tools that deliver greater visibility and accountability? Learn how to talk to your clients about fraud prevention, and how to charge for it.
  • Identify opportunities for fraud in your client's business and how to tackle them
  • Learn about a structured approach to fraud prevention
  • Discover how to price and sell fraud protection to your clients
Damien Greathead, Vice President - Business Development, Receipt Bank
Accounting Tomorrow by Receipt Bank Theatre
Nov 1212:00
Conference pass

Table 1: In-house or Outsource: Client Migrations

Table Talks by Intuit QuickBooks
Chelsea Brummer, Customer Onboarding Manager, Intuit QuickBooks
Table Talks by Intuit QuickBooks
Nov 1212:00
Conference pass

Table 2: Leveraging LinkedIn for Leads

Table Talks by Intuit QuickBooks
Sera Awad, Senior Marketing Manager – Growth, Intuit QuickBooks
Table Talks by Intuit QuickBooks
Nov 1212:00
Conference pass

Table 3: SEO 101- Drive Web Traffic to Your Firm

Table Talks by Intuit QuickBooks
William Zhang, Marketing Manager - Seo, Social and Content, Intuit Quickbooks
Table Talks by Intuit QuickBooks
Nov 1212:00
Conference pass

Table 4: Process Maps for First-time Offshorers

Table Talks by Intuit QuickBooks
Kane Munro, Director, Active Outsourcing
Table Talks by Intuit QuickBooks
Nov 1212:00
Conference pass

Table 5: Timesheets – Time Saver or Time Waster?

Table Talks by Intuit QuickBooks
Diane Lucas, Director, Direct Management
Table Talks by Intuit QuickBooks
Nov 1212:00
Conference pass

Table 6: How to Find your Cloud Champion

Table Talks by Intuit QuickBooks
Sam Rotberg, Business Advisor and Director, AlexanderSpencer
Table Talks by Intuit QuickBooks
Nov 1212:00
Conference pass

Breaking Down The Common One-Size-Fits-All Approach To Cloud Accounting with IPA Books+

Tech Talks
  • Discover how a modular approach can personalise the cloud accounting experience
  • Learn how IPA Books+ enables collaboration and promotes improved productivity
  • Understand how you can adhere to mandatory ATO requirements like Single Touch Payroll (STP)
Jye Beckett, Business Development Manager, Institute of Public Accountants
Tech Talk Theatre
Nov 1212:10
Conference pass

Fast Track to Multi-Services: Mapping Workflows for Today's Accounting Firms

Keynotes
Firms can have several reasons for wanting to expand their services portfolio. A defensive hedge against lower compliance fees or to increase revenue from your existing client base. But how do you do this efficiently and easily? See the results of research into workflows of successful multi-partner firms and the optimal approach to service delivery.
  • Discover the critical workflows for multi-service firms including cross-selling and holistic reporting
  • Find out how long it takes to test and successfully roll out a second or third service
  • Learn how to recruit the right mix of skills to staff a new service line
David Burke, Head Of Sales And Revenue, Reckon
David Francis, General Manager - Accountants Group, Reckon
Blue Theatre
Nov 1212:10
Conference pass

The Revolution Continues: The Next Chapter in the ATO’s Correspondence Road Map

Automating Tax
The biggest change in 30 years in ATO document delivery has already hit – and the ATO has another lot of changes in the pipeline. Practices need to implement five key changes to their processes for handling Notices of Assessment and stay compliant with privacy and security guidelines.
  • Discover the fastest way to process, check and file NOAs and deliver to your client
  • Learn how you can apply the latest in machine learning and robotics to ATO documentation
  • Get some tips for developing a solid digital delivery strategy
Ron Drost, Chief Executive Officer, iPracticeApps
Pink Theatre
Nov 1212:10
Conference pass

How Better Email Practices Can Improve Your Team’s Mental Health

Best Practice
What’s the number one cause of stress for your staff? Chances are it is email overwhelm. The sheer volume of emails can cripple teams with anxiety for fear of missing a crucial note and copping abuse from clients or criticism from the boss. A tech solution to this problem can transform their work lives for the better.
  • Find out what happens when you replace all internal emails with a chat system
  • Discover the power of using a single email address for client requests
  • Learn how to deal with the post-holiday overload
Tim Hoopmann, Founder, Spinn Business Solutions
Purple Theatre
Nov 1212:40
Conference pass

3 Ways To Streamline Your Financial Reporting Process By Using KPMG Technology Solutions

Tech Talks
  • Discover how KPMG Financials Checker automates the checking of financial statements so you can focus on value adding activities
  • Find out how to simplify your financial statement preparation process with KPMG Accelerated Reporting Model
  • See how we can take the stress out of lease accounting with the KPMG Lease Reporting Model
Paul Winter, Partner, Chief Financial Officer Advisory, KPMG
Tech Talk Theatre
Nov 1212:50
Conference pass

We Need to Talk About – Financial Resilience

Keynotes
Financial stress can impact productivity, health and relationships in all businesses. Building financial resilience for your clients is important and goes beyond today. Want to know how to help your clients take one of their biggest business expenses and make it a key part of their employee experience?
  • Discover the importance of your clients’ health, and financial resilience
  • Learn how to promote the importance of employee engagement and performance
  • Find out how to talk about the importance of superannuation as a key employee benefit
Joshua Van Gestel, National Education Manager, Sunsuper
Purple Theatre
Nov 1212:50
Conference pass

How to Become a Client Centric Practice

Best Practice
Every firm wants to differentiate but most struggle to deliver what clients value most – an amazing customer experience. This is usually because information about clients is scattered across multiple systems, making it much harder to know which services your clients need. Hear about a new approach that gives clients more options to communicate, leading to higher satisfaction.
  • Learn how to track the most important information about your clients in one system – without writing a single line of code
  • Discover how to pull client information from your practice management software and third-party applications
  • Find out how to provide an enriched client experience, with instant messaging and community access for collaboration and self service
Gary Weisz, Sales Manager, Sage
Pink Theatre
Nov 1212:50
Conference pass

Unified Client View and Other Strategic Trends in Practice Management

Best Practice
Medium size and large firms are getting sick of managing multiple applications, with integrations that aren’t 100% reliable. Why should firms go-to cloud for cloud’s sake rather than a more measured cloudification strategy? And can a firm operate just as well or even better with generic business software? Learn about the strategic themes shaping firms’ thinking on practice software.
  • Discover why firms like Deloitte are going to Salesforce rather than accounting specific software
  • Find out whether the unified client view is more dream than reality
  • Hear about the technology decisions made by leading firms in the past 12 months
Matt Paff, Principal, Value Adders
Blue Theatre
Nov 1212:50
Conference pass

Code Item 6: How to Handle (or Avoid!) Cyber Attacks

Business Intelligence & Analytics
Client obligation for all tax and BAS agents. How to take it seriouslyWhat does the ATO say about it and what does ATO do when you have a serious breachNotifiable breach obligationsCyber insurance products
Peter Thorp, Director, Australian Bookkeepers Network
Yellow Theatre
Nov 1212:50
Conference pass

The 5X Factor: Why Digital Firms Grow Five Times Faster

Accounting Tomorrow by Receipt Bank
Recent research shows that digital firms grow five times faster than non-digital firms. We'll first explore what makes a digital firm, plus the strategies in each element that drive growth. As we move into the holiday season, now is the perfect time to test and implement a strategy and take advantage of the technology on offer.
  • Find out about new ways to collect the documents you need from your clients without chasing
  • Learn how to manage your clients’ data storage and processing more effectively
  • Discover the trick to leveraging technology, widening your margins and delighting your clients
Moderator: Damien Greathead, Vice President - Business Development, Receipt Bank
Rhys Roberts, Director, Viridity
Hani El-Rafei, Founder, Crunchlab
Accounting Tomorrow by Receipt Bank Theatre
Nov 1213:20
Conference pass

The Changing Face Of Accountancy: How APS Workflow Technology Will Futureproof Your Firm

Tech Talks
  • See the “built from the cloud up” Workflow solution from APS
  • Available to any accounting practice – you don’t need to have the whole APS solution
  • Increase collaboration with one Workflow solution for the whole practice
Tech Talk Theatre
Nov 1213:30
Conference pass

How Mobile Can Create Remarkable Experiences For Your Clients

Keynotes
The cloud lets accountants be accountants again. Something or someone else can now do the hack work. But the greatest threat to accountants is not the cloud or technology – it is failing to focus on what your customer wants. How are you harnessing technology to provide your client with remarkable experiences?
  • Discover why improved transparency creates trust with your clients
  • Learn why education creates connection – and how to deliver it to your clients without annoying them
  • Find out how you can give your client remarkable experiences
Ron Lesh, Managing Director, BGL
Purple Theatre
Nov 1213:30
Conference pass

How to Turn Accounts Payable Into a Profit Machine

Automating Bookkeeping
Thinking about setting up an Accounts Payable service for your clients? The usual hurdles are, how do I manage the risk? Make it scalable? And remove low value customer contact and rework?
  • Find out how to use technology to provide a secure, scalable outsourced AP for your clients
  • Learn how to make good margins from AP
  • Discover how to automate AP a frictionless value add for all your clients
Dean Martin, Chief Executive Officer, PayVu
Blue Theatre
Nov 1213:30
Conference pass

Drag Your Practice Out of the 80’s And Modernise Your Workflow

Best Practice
Replacing your practice management software is as fun as dental work – but you don’t have to live with archaic systems. You can radically improve productivity without having to start from scratch. Find out which parts of your practice stack you can replace easily and how to stop paying for software and servers you no longer need.
  • Discover what a modern practice tech stack looks like that will grow with your business
  • Learn how your practice can be more efficient and productive online
  • Hear how to evaluate an online solution without any risk to your current setup
Alan Fitzgerald, Director, PracticeConnectionsAdvisory
Kane Munro, Director, Active Outsourcing
Pink Theatre
Nov 1213:30
Conference pass

How to Build A Firm of the Future – Industry Report

Best Practice
Accountants face rapid change on a daily basis due to new technologies, a complex regulatory environment, shifting business needs and an increasingly engaged public. CPA Australia’s “My Firm. My Future” is a landmark report which uses industry data and qualitative and quantitative research to provide practical insights on building a sustainable practice for the future.
  • Find out how to set your firm up for the future based on research findings
  • Understand the need for specialisations and the role of advisory in your practice
  • Discover how to reach a higher level of “business as usual
Keddie Waller, Head Of Public Practice, CPA
Yellow Theatre
Nov 1213:45
Conference pass

Accelerate And Simplify The Way You Do Business With DocuSign

Tech Talks
  • Discover how to easily streamline manual and fragmented agreement processes.
  • How to cut document handling time from 30 to 8 minutes on average
  • Adhere to strict compliance guidelines
Jon Brown, Solutions Engineer, DocuSign
Tech Talk Theatre
Nov 1214:00
Conference pass

Cyber-Security: What Is It And Are Your Systems Open To Attack? Learn Why It’s Important To Find The Right Solution To Support Your Business With Virtual IT Solutions

Tech Talks
  • Cyber-Security is a constantly moving landscape.How do you know your systems are secure and what do you need to protect your data?
  • Do you have or know what a Data Breach Response Plan is?Discover why businesses are looking for IT Security Specialists more than IT Service Providers
  • 1 in 5 small businesses will suffer a Cyber-Security breach within the next 12 months, how you survive is dependent on how prepared you are
Peter Loosley, Managing Director, Virtual IT Managed Services
Tech Talk Theatre
Nov 1214:10
Conference pass

How Technology Helps You Win at Offshoring

Automating Bookkeeping
Technology has moved data to the cloud and made it easier to collaborate with staff on other continents. Low labour costs and access to a huge talent pool adds to offshoring’s strong appeal to progressive small to medium accounting firms. But is offshoring all roses? This panel sheds light on the obstacles to offshoring, how to overcome them and why technology is the key to a successful offshoring experience.
  • Learn about the obstacles to managing staff in multiple locations
  • Find out what you need to have in place to truly benefit from offshoring
  • Hear about the benefits of offshoring to small to medium accounting firms
Moderator: Tim Hoopmann, Founder, Spinn Business Solutions
Ben Rajah, Business Development Manager, Staff Domain
Nick Vassiliades, Ict Specialist, IT Studio
Tim Hasso, Assistant Professor Of Accounting, Bond University
Yellow Theatre
Nov 1214:10
Conference pass

Virtual Controller: The Critical Step For Moving from Bookkeeper to Advisor

Accounting Tomorrow by Receipt Bank
The perfect stepping stone to selling advisory services is the Virtual Controller. It compliments your bookkeeping and/or tax services, while demonstrating how you can provide value beyond the debits and credits. With the right technology stack you can process your client’s information efficiently and become a part-time, virtual controller for their business.
  • Understand the key deliverables of a controller engagement
  • Discover how to sell controller services to your clients and prospects
  • Learn about technology essential for efficient service delivery
Damien Greathead, Vice President - Business Development, Receipt Bank
Jo Doye, Director, Alluvia Financial
Accounting Tomorrow by Receipt Bank Theatre
Nov 1214:15
Conference pass

Table 1: Finding and Retaining Top Talent

Table Talks by Intuit QuickBooks
Meagan Wood, Group Marketing Manager - Advisor, Intuit QuickBooks
Table Talks by Intuit QuickBooks
Nov 1214:15
Conference pass

Table 2: Tech Tips for Streamlining Tax

Table Talks by Intuit QuickBooks
Alan Fitzgerald, Director, PracticeConnectionsAdvisory
Table Talks by Intuit QuickBooks
Nov 1214:15
Conference pass

Table 3: Squeeze More Time With Productivity Hacks

Table Talks by Intuit QuickBooks
Kane Munro, Director, Active Outsourcing
Table Talks by Intuit QuickBooks
Nov 1214:15
Conference pass

Table 4: Herding Cats: Rounding Up Your Last STP Clients

Table Talks by Intuit QuickBooks
Lielette Calleja, Director, All That Counts
Table Talks by Intuit QuickBooks
Nov 1214:15
Conference pass

Table 5: Going Paperless – Where to Start

Table Talks by Intuit QuickBooks
Tish Bhagwandeen, Director, Infinance Solutions
Table Talks by Intuit QuickBooks
Nov 1214:15
Conference pass

Table 6: Cracking Down on Unbillable Time

Table Talks by Intuit QuickBooks
Fiona Failla, Founder, AboveBAS
Table Talks by Intuit QuickBooks
Nov 1214:40
Conference pass

How To Process An SMSF In Under 10 Minutes

Tech Talks
  • Learn how one person in your practice can administer up to 250 SMSFs every year through simple automation
  • See how to process corporate actions in bulk at the Business Level in just a few clicks
  • Discover how automated tax statements can be processed in seconds
Tom Eustice, Smsf and Portfolio Client Manager, Class
Tech Talk Theatre
Nov 1214:50
Conference pass

War Stories from the Front Line: How Cyber Attacks Hit Firms in 2019

Apps Live
Cybercrime is a real and present danger to accountants and bookkeepers, from sole traders to the Big 4. Get the inside story on the year’s paid cyber insurance claims and find out how hackers hit firms, the measures that would have stopped the attacks, and what you can do to reduce your risk.
  • Is that really the ATO calling? Learn how to spot a scam
  • Find out which attacks are the most widespread among firms
  • Discover the best way to reduce your threat profile
Karen Mcdonald, Associate Director, Accountancy Insurance
Blue Theatre
Nov 1214:50
Conference pass

Why Robots Will Never Rule Accounting – The Power of Systems and Team

Automating Bookkeeping
The term ‘trusted advisor’ is bandied around but have you ever actually considered what that means? The reasons clients come to us and the reasons they stay are often enormously different. Get clarity on your ‘human’ strategy by mapping out your systems for engaging clients, polish workflows – and then bolt on apps to increase your ability to help your clients.
  • Get a list of all systems that you need to implement
  • Learn how to be in five places at once (no cloning required)
  • Discover how to create a system that gives the clients what they really want
Troy Eadie, Chief Executive Officer, Business Success Systems
Joe Seccull, Partner, PTP
Pink Theatre
Nov 1215:15
Conference pass

Table 1: In-house or Outsource: Client Migrations

Table Talks by Intuit QuickBooks
Chelsea Brummer, Customer Onboarding Manager, Intuit QuickBooks
Table Talks by Intuit QuickBooks
Nov 1215:15
Conference pass

Table 2: Leveraging LinkedIn for Leads

Table Talks by Intuit QuickBooks
Sera Awad, Senior Marketing Manager – Growth, Intuit QuickBooks
Table Talks by Intuit QuickBooks
Nov 1215:15
Conference pass

Table 3: SEO 101- Drive Web Traffic to Your Firm

Table Talks by Intuit QuickBooks
William Zhang, Marketing Manager - Seo, Social and Content, Intuit Quickbooks
Table Talks by Intuit QuickBooks
Nov 1215:15
Conference pass

Table 4: Process Maps for First-time Offshorers

Table Talks by Intuit QuickBooks
Kane Munro, Director, Active Outsourcing
Table Talks by Intuit QuickBooks
Nov 1215:15
Conference pass

Table 5: Timesheets – Time Saver or Time Waster?

Table Talks by Intuit QuickBooks
Diane Lucas, Director, Direct Management
Table Talks by Intuit QuickBooks
Nov 1215:15
Conference pass

Table 6: How to Find your Cloud Champion

Table Talks by Intuit QuickBooks
Sam Rotberg, Business Advisor and Director, AlexanderSpencer
Table Talks by Intuit QuickBooks
Nov 1215:20
Conference pass

Close The Gaps Before They Do – A Primer On The Cyber Scams Targeting Finance Teams And What To Do About Them

Tech Talks
  • Unpack the latest social engineering scams, duping and defrauding finance teams
  • Practical steps to overcome them
  • Specifically, how to mitigate the rest of loss in the payments process
Gavin Levinsohn, Chief Marketing Officer, Eftsure
Tech Talk Theatre
Nov 1215:30
Conference pass

Ideal App Stack for Accountants vs Bookkeepers

Best Practice
Accountants and bookkeepers work best when their businesses are in sync – the same expectations for delivery, quality of work, and integrity of data. How can crossover in the tech stacks for these two roles improve data sharing? Take a look at the growing mix of apps that are supporting specialisations for each role.
  • Discover how to improve compatibility between the tech stack of a bookkeeper and an accountant
  • Find out which apps suit both accountants and bookkeepers
  • Learn about the types of specialised applications expanding services for each role
Moderator: Sholto Macpherson, Editor, DigitalFirst.com
Ari Semertzidis, Senior Manager, KPMG
Cassandra Scott, Director, Laurus Bookkeeping
Kylie Parker, Director, Lotus Accountants
Yellow Theatre
Nov 1215:30
Conference pass

Beyond Apps: How to Set Yourself Apart From The Competition

Accounting Tomorrow by Receipt Bank
Regardless of your size, ALL firms have the same access to the same suite of apps. In the end, it comes down to how you develop and execute your strategy. The secret to differentiation is to build a value proposition that is supported by apps, rather than based on apps alone.
  • Learn why it's more important to be different than it is to be better
  • Find out how to craft a value proposition statement
  • Understand how to incorporate apps into your value proposition
Luis Sanchez, Managing Director, Australia, Receipt Bank
Samuel Burmeister, Founder, Tall Books
Accounting Tomorrow by Receipt Bank Theatre
Nov 1216:00
Conference pass

How Digital Advice is Helping Everyday Australian's Invest

Tech Talks
  • What were the similarities between the global financial crisis in the US and the Royal Commission in Australia?
  • Why it's so important to get investors portfolios diversified outside of Australia
  • How can investors achieve an attractive return in a low interest rate environment?
Ted Richards, Business Development Director, Six Park
Tech Talk Theatre
Nov 1216:10
Conference pass

What Will Accounting Look Like in 2029?

Apps Live
Will robotic process automation bridge the divide between big and small firms? When will machine learning and artificial intelligence really start to deliver? What impact will e-invoicing and open banking feeds have on the quality of source documents? Hear a small firm, large firm and FinTech startup take stock of the past decade and dissect the latest trends.
  • Understand the pace of change in accounting tech and why it is accelerating
  • Discover why some technologies have taken longer to deliver than expected
  • Find out about the ideas that software companies are working on, and how they may be implemented
Moderator: Kylie Parker, Director, Lotus Accountants
Simone Macks, Co-Founder, InvestFast
Rebecca Laut, Senior Manager, PwC
Blue Theatre
Nov 1216:10
Conference pass

Best Tool for Cash Flow? Hear one CFO’s Top Picks

Best Practice
Cash flow forecasting is a critical tool in business but one that remains frustratingly manual for many businesses and accountants. Despite a proliferation of reporting apps, it often feels like a toss-up between automation, flexibility and price. Find out how the alternative solutions compare and the types of scenarios that have a clear winner.
  • Get an independent perspective from a heavy user of cash flow forecasting
  • Hear the pros and cons for the most popular tools
  • Learn how to find the best compromise of flexibility versus automation
Sarah Lawrance, Managing Director, Hot Toast
Purple Theatre
Nov 1216:10
Conference pass

Beyond the WIP: Hard-core Operational Reporting for Accounting Firms

Business Intelligence & Analytics
Want to drive performance in your firm with a set of well-honed KPIs? Too often accountants wear the CFO hat for their clients but take it off when they walk back into their own office. Get some tips from a panel of operations experts who are already using Power BI dashboards to squeeze out maximum productivity.
  • Find out the leading KPIs in a firm that runs mostly on subscription packages
  • Learn how to set up your own high-performance dashboard
  • Discover which metrics are best suited to your own firm
Moderator: Katie Bryan, Founder And Chief Executive Officer, Propeller Advisory
Kevin Wiegand, Founder, DataSights
Robert Schammer, General Manager, Devenny Payne Accountants
Vanessa Firth, Operations Manager, SBO.Financial
Pink Theatre
Nov 1216:50
Conference pass

Practical Tips for STP: How to Nail Finalisations on MYOB

Automating Bookkeeping
Single Touch Payroll is here – with the accompanying chaos of an industry-wide transition. Many people are wondering how it is going to affect the way they do their end of year reconciliations. Wonder no more! Come and learn all the tips and tricks to getting it right the first time.
  • What are the major changes to finalisations?
  • Find out what has changed in MYOB to accommodate STP
  • Learn the best-practice processes for improving your end of year rec
Kerrie Jarius, Director, Brilliant Admin Solutions
Yellow Theatre
Nov 1216:50
Conference pass

Bookkeeping Automation – A Start to Finish Guide

Accounting Tomorrow by Receipt Bank
In a busy bookkeeping practice, no one can do everything themselves. Thankfully, there are apps that save time and automate many bookkeeping tasks so you can concentrate on serving your clients. But which key tasks in the bookkeeping workflow are ripe for automation? Once you have the apps and the right workflows in place, you can make it all happen.
  • Learn how to identify key areas ripe for automation
  • Find out about key apps and improvements to workflow
  • Discover how to develop an implementation plan for app roll-out internally
Damien Greathead, Vice President - Business Development, Receipt Bank
Jo Doye, Director, Alluvia Financial
Accounting Tomorrow by Receipt Bank Theatre

Create your personal agenda –check the favourite icon

Nov 1309:30
Conference pass

A Radical Reimagining of Audit

Keynotes
The basics of carrying out an audit haven’t changed for centuries. The tectonic shifts in technology are giving rise to new ways of thinking that could see sampling dumped for real-time audits of every single transaction – even if a SME sells thousands of items a day.
  • Discover how changes access to banking data will give accountants much more power
  • Learn about the potential new models for audit and when they are likely to emerge
  • Find out how firms can redesign their audit teams and create radical new services
Paul Winter, Partner, Chief Financial Officer Advisory, KPMG
Pink Theatre
Nov 1309:30
Conference pass

Practical Tips on Making Dashboards in Power BI

Keynotes
Power BI is emerging as the weapon of choice for outsourced CFO services that report on financial and operational data. One of the best ways to demonstrate the value of reporting to clients is to show a dashboard of KPIs the CEO cares most about. See a mix of real dashboards for various industries that resulted in ongoing work.
  • Find out how to lay out a dashboard with the optimal amount of information for your client
  • Learn about the process for putting together a dashboard and the in-house skills required
  • Discover the set-up services you can sell to set up a client with an automatically updating dashboard
Dan Beck, Director, Power Tynan
Purple Theatre
Nov 1309:30
Conference pass

Inside the Tech Stack of a Cloud-Focused, Multi-Discipline Firm

Best Practice
How does a firm provide business technology consulting, finance, commercial real estate, insurance, grants, business intelligence, law, accounting and bookkeeping, all under the one roof?Hear how one firm combines server-based practice management, cloud business software and an enterprise data lake to deliver a smorgasbord of options for SMEs.
  • Discover how a mid-size firm incorporates the latest tech without throwing out existing systems
  • Hear how enterprise cloud technology drives a business intelligence unit run by data scientists
  • Find out how to squeeze the most out of Microsoft’s cloud productivity suite
Ryan Kagan, Director of Digital, The BlueRock
Blue Theatre
Nov 1310:00
Conference pass

Beyond Compliance - Learn How To Harness The Power Of The QuickBooks Business & Performance Dashboard To Deliver Powerful Insight For Clients

Tech Talks
  • VISUALIZE historical financial trends with easy to understand graphs and charts
  • Easily COMPARE client's historical to current performance
  • ANALYZE and Help clients make informed decisions with KPIs/metrics to diagnose problems more easily and SHARE
Kane Munro, Director, Active Outsourcing
Tech Talk Theatre
Nov 1310:10
Conference pass

Single Touch Payroll – What We Are Learning And How We Will Support Employers

Apps Live
STP is the new way of employers reporting tax and superannuation information to the ATO each time they pay their employees. The degree of transparency and real-time nature of the data enables the ATO to assist employers with getting their PAYGW and SG right, protect employees ‘entitlements and level the playing field.
  • Learn about what the ATO is doing to protect employee entitlements
  • Learn about what the ATO is learning about employer behaviour
  • Learn about the support the ATO is offering small employers and practitioners in this transition year
Interviewee: Jason Lucchese, Assistant Commissioner, Single Touch Payroll, Superannuation And Employer Obligations, Australian Taxation Office
Interviewee: Angela Lehmann, Single Touch Payroll - Acting Director, Australian Taxation Office
Interviewer: Peter Thorp, Director, Australian Bookkeepers Network
Yellow Theatre
Nov 1310:10
Conference pass

The Key to Profit – How To Maximise the Client Lifecycle

Best Practice
Picked up a new client recently? The best way to sell more services is to find new ways to set your clients up for success. As a client grows from startup to a sustainable small business, your mix of services should also change to match their maturity.
  • Find out how to deliver a services portfolio to your whole client base
  • Discover how to set up your systems to support your services delivery
  • Learn how to manage your practice more efficiently using the latest tools
Chris Mccormack, Client Solutions Consulting Team Lead, MYOB
Anthony Bailey Ca, Connected Practice Consultant, MYOB
Purple Theatre
Nov 1310:10
Conference pass

From Compliance to Reliance – How to Add Sticky, High Value Services

Accounting Tomorrow by Receipt Bank
Cloud technology such as Receipt Bank free up your time from the routine and mundane. What to do with the extra time? Find value-add opportunities that make your clients more “sticky” and increase their lifetime value to your firm. Learn about a holistic approach to better serve your clients’ financial and business needs.
  • Discover key services that deliver year-round revenue
  • Find out how to up-sell clients to new services without being pushy
  • Develop a holistic framework to introduce and sell your clients on these services
Luis Sanchez, Managing Director, Australia, Receipt Bank
Sam Rotberg, Business Advisor and Director, AlexanderSpencer
Accounting Tomorrow by Receipt Bank Theatre
Nov 1310:40
Conference pass

ATOmate: The Ultimate ATO Document Automation

Tech Talks
  • Discover how easy it is to automate the processing of ATO documents
  • Discover how to cut administration time by 90% so you can focus on your customer and client
  • Find out how to get your team to love you for automating time consuming tasks
Stan Corner, CEO, Business Automation Works
Tech Talk Theatre
Nov 1310:45
Conference pass

Table 1: Finding and Retaining Top Talent

Table Talks by Intuit QuickBooks
Meagan Wood, Group Marketing Manager - Advisor, Intuit QuickBooks
Table Talks by Intuit QuickBooks
Nov 1310:45
Conference pass

Table 2: Tech Tips for Streamlining Tax

Table Talks by Intuit QuickBooks
Alan Fitzgerald, Director, PracticeConnectionsAdvisory
Table Talks by Intuit QuickBooks
Nov 1310:45
Conference pass

Table 3: Squeeze More Time With Productivity Hacks

Table Talks by Intuit QuickBooks
Kane Munro, Director, Active Outsourcing
Table Talks by Intuit QuickBooks
Nov 1310:45
Conference pass

Table 4: Herding Cats: Rounding Up Your Last STP Clients

Table Talks by Intuit QuickBooks
Lielette Calleja, Director, All That Counts
Table Talks by Intuit QuickBooks
Nov 1310:45
Conference pass

Table 5: Going Paperless – Where to Start

Table Talks by Intuit QuickBooks
Tish Bhagwandeen, Director, Infinance Solutions
Table Talks by Intuit QuickBooks
Nov 1310:45
Conference pass

Table 6: Cracking Down on Unbillable Time

Table Talks by Intuit QuickBooks
Trent Yesberg, Director, Regional Business Servcies
Table Talks by Intuit QuickBooks
Nov 1310:50
Conference pass

How To Turn That Problem File Into a Client For Life

Keynotes
Every time a struggling business closes, you lose a client. Discover a new way to help and retain that client for life. You can change your model for dealing with clients in financial distress by utilising pre-insolvency services. Find out how this independent professional advice can assist your clients to gain a far superior outcome.
  • Walk away with the solution to your problem files
  • Learn the new way you can help clients in financial distress
  • Discover how to strengthen client relationships by helping identify and deal with risk
Hank De Jonge, Executive Director, de Jonge Read
Pink Theatre
Nov 1310:50
Conference pass

Mastering Errors in Excel: Keep the Roses, Avoid the Thorns

Apps Live
Cloud accounting and finance apps were supposed to replace Excel because they were designed to reduce the risk of errors. Years later, Excel is going stronger than ever because it is so flexible and powerful. Yet the thorny prick of a hard-coding error has been felt by every accountant. How do you work with Excel safely?
  • Get a model use case for using Excel that dramatically reduces the likelihood of error
  • Find out how to find and remove the thorns (errors)
  • Learn how to hire great Excel horticulturalists
Lance Rubin, Chief Executive Officer, Model Citizn
Purple Theatre
Nov 1310:50
Conference pass

Why Software Integration is a Natural Fit for Bookkeepers

Automating Bookkeeping
Bookkeeping and integration may seem odd bedfellows at first. Previously, bookkeeping didn’t require strong technical skills. But as the primary mode of collecting and sorting data passes from manual methods to software, it’s logical that bookkeepers upgrade their skills too.Hear from three bookkeepers who have retrained and repackaged their services.
  • Find out about the similarities between bookkeeping and integration
  • Discover the easiest way to move into integration services
  • Learn about the most important skills for integration work
Moderator: Sholto Macpherson, Editor, DigitalFirst.com
Anita Da Encarnacao, CEO, BookStar
Cassandra Scott, Director, Laurus Bookkeeping
Lily Hii, Founder, Bookkeeping By Lily
Blue Theatre
Nov 1311:20
Conference pass

The Changing Face Of Accountancy: How APS Workflow Technology Will Futureproof Your Firm

Tech Talks
  • See the “built from the cloud up” Workflow solution from APS
  • Available to any accounting practice – you don’t need to have the whole APS solution
  • Increase collaboration with one Workflow solution for the whole practice
Tech Talk Theatre
Nov 1311:30
Conference pass

Why your Clients Want to Buy Now, Pay Later for Business

Apps Live
The “buy now, pay later” trend sweeping through retail has hit B2B. Millennial business owners are caught in a credit crunch; banks rarely approve business credit cards for small business, while suppliers are fed up with their trade terms used as “the bank of SME”. New options give small business the credit they need, while reducing risk for suppliers.
  • Discover why business buying behaviour is changing
  • Find out why business credit is following the consumer trend
  • Learn how to reduce risk for your B2B clients
Tom Whitworth, COO, FINSTRO
Purple Theatre
Nov 1311:30
Conference pass

The Road Ahead: Using Payroll Data Analytics to Make Strategic Decisions

Business Intelligence & Analytics
The payroll profession is at the start of an exciting transformation from tactical to strategic. A key driver in this transformation is the use of data analytics to identify trends, spot anomalies and make more informed decisions. How can organisations make the best use of payroll data, and what future possibilities is this opening up?
  • Find out what the increased use of data analytics means for the payroll profession
  • Learn about the strategic insights you can find in your payroll data
  • Get the essential tips to get started on your data analytics journey
Ben Kropman, Solutions Consultant, ELMO Cloud HR & Payroll
Yellow Theatre
Nov 1311:30
Conference pass

7 Steps to Make Bookkeeping a Profit Centre in your Accounting Firm

Accounting Tomorrow by Receipt Bank
Bookkeeping is the perfect addition to your accounting firm's services portfolio. It provides regular recurring revenue, and a cleaner year-end for your compliance team. But to be profitable your bookkeeping needs to be systemized and software powered. From standardisation to change management, you need to follow seven key steps to do bookkeeping right.
  • Find out how accounting firms benefit by adding bookkeeping services
  • Learn about specific bookkeeping tech and workflows
  • Understand pricing considerations for this service line
Damien Greathead, Vice President - Business Development, Receipt Bank
Accounting Tomorrow by Receipt Bank Theatre
Nov 1312:00
Conference pass

Table 1: In-house or Outsource: Client Migrations

Table Talks by Intuit QuickBooks
Chelsea Brummer, Customer Onboarding Manager, Intuit QuickBooks
Table Talks by Intuit QuickBooks
Nov 1312:00
Conference pass

Table 2: Leveraging LinkedIn for Leads

Table Talks by Intuit QuickBooks
Sera Awad, Senior Marketing Manager – Growth, Intuit QuickBooks
Table Talks by Intuit QuickBooks
Nov 1312:00
Conference pass

Table 3: SEO 101- Drive Web Traffic to Your Firm

Table Talks by Intuit QuickBooks
William Zhang, Marketing Manager - Seo, Social and Content, Intuit Quickbooks
Table Talks by Intuit QuickBooks
Nov 1312:00
Conference pass

Table 4: Process Maps for First-time Offshorers

Table Talks by Intuit QuickBooks
Kane Munro, Director, Active Outsourcing
Table Talks by Intuit QuickBooks
Nov 1312:00
Conference pass

Table 5: Timesheets – Time Saver or Time Waster?

Table Talks by Intuit QuickBooks
Kevin Dass, -, Intuit QuickBooks Australia
Table Talks by Intuit QuickBooks
Nov 1312:00
Conference pass

Table 6: How to Find your Cloud Champion

Table Talks by Intuit QuickBooks
Sam Rotberg, Business Advisor and Director, AlexanderSpencer
Table Talks by Intuit QuickBooks
Nov 1312:00
Conference pass

Major Changes To ATO Correspondence Delivery

Tech Talks
  • TheATO document system changes you will need to make
  • Getting the security right when delivering ATO documents
  • See an NOA processed in less than 10 seconds using AI and Machine learning
Ron Drost, Chief Executive Officer, iPracticeApps
Tech Talk Theatre
Nov 1312:10
Conference pass

Why Robots Will Never Rule Accounting – The Power of Systems and Team

Automating Bookkeeping
The term ‘trusted advisor’ is bandied around but have you ever actually considered what that means? The reasons clients come to us and the reasons they stay are often enormously different. Get clarity on your ‘human’ strategy by mapping out your systems for engaging clients, polish workflows – and then bolt on apps to increase your ability to help your clients.
  • Get a list of all systems that you need to implement
  • Learn how to be in five places at once (no cloning required)
  • Discover how to create a system that gives the clients what they really want
Troy Eadie, Chief Executive Officer, Business Success Systems
Joe Seccull, Partner, PTP
Pink Theatre
Nov 1312:10
Conference pass

How to Use Machine Learning to Automate Your Practice Today

Best Practice
You have seen the power of artificial intelligence and machine learning in your Uber rides, FaceBook feeds and NetFlix recommendations. How would these transformative technologies work in an accounting firm? What kinds of automation are even possible? Find out what happens to your workflow when you integrate AI into practice software.
  • See how to leverage the power of automation to eliminate unnecessary admin and non-billable time
  • Learn how AI-powered automation drives efficiencies in practice
  • See why it’s important to invest in technology to keep up with your competitor
Grant Quick, Senior Solutions Engineer, Intuit QuickBooks
Purple Theatre
Nov 1312:10
Conference pass

How to Tap Into the Entrepreneurial Boom? Tweak Your Message (and Price)

Sales & Marketing
Over 200,000 new businesses have registered in Australia in the past 12 months. Forbes.com predicts that by 2020 half the workforce will work from home as consultants. Yet too many firms are pricing themselves out of the game for company registration.
  • Find out how to win this booming segment and pick up a stream of new customers.
  • Find out why entrepreneurs are bypassing firms to register businesses themselves
  • Discover how one firm made $100k from 100 registrations – in just 200 hours
  • Learn how to tweak your sales, pricing and marketing to capture this demand
Ben Gill, Sales Director, NowInfinity
Blue Theatre
Nov 1312:40
Conference pass

MyBMT. Everything You Need to Manage Tax Depreciation and More

Tech Talks
  • Manage schedules – View and update client depreciation schedules and download in CSV or Excel format
  • Estimate depreciation – Check the likely deductions on your client’s property before ordering a schedule
  • Record keeping – Your clients can track property income and expenses, upload files, photos and receipts and share them with you
Chris Palagy, Business Development Officer, BMT Tax Depreciation
Session led by: bmt-tax-depreciations-quantity-surveyors
Tech Talk Theatre
Nov 1312:50
Conference pass

How Real Time Insights Create New Opportunities for Your Practice

Best Practice
Accountants, advisers and trustees are all feeling the pressure of increased SMSF regulatory obligations and service providers who are unable to respond quickly to compliance requirements, or provide accurate and timely advice will struggle. Find out how practices can create new opportunities through real time compliance, automation and collaboration.
  • Learn how to avoid delays in lodgments and tax refunds for SMSF pensions
  • Find out how to save on average 30 minutes’ processing time per fund and reduce keying errors
  • Discover how to spend more time reviewing and less time processing
Jason Wilson, Chief Product and Marketing Officer, Class
Yellow Theatre
Nov 1312:50
Conference pass

6 Steps to Onboarding: How to Introduce Your Clients To New Technology

Accounting Tomorrow by Receipt Bank
Onboarding clients means different things to different people. We examined the onboarding practices of our 2,500+ Australian accounting and bookkeeping partner firms and identified six key steps to successful onboarding. Whether it's Receipt Bank or other new technology, change can be difficult. It's important to set yourself and your clients up for success with a systemised onboarding plan.
  • Find out what you should include in your onboarding process
  • Discover when onboarding really starts and finishes
  • Learn how to craft a systemised & scalable onboarding program
Jess Minnett, Team Manager, Customer Success, Receipt Bank
Samuel Burmeister, Founder, Tall Books
Hani El-Rafei, Founder, Crunchlab
Accounting Tomorrow by Receipt Bank Theatre
Nov 1313:20
Conference pass

Introducing B2Bpay – The Rewarding Way To Pay And Get Paid

Tech Talks
  • Turbo boost credit card reward points, even when making tax payments
  • How to pay with credit card (and improve cash flow) even when a supplier doesn’t accept card payments
  • How to quickly set up a payment page to accept credit card payments online (and earn Qantas Points!)
Kevin Butler, General Manager - Payments, B2Bpay
Tech Talk Theatre
Nov 1313:30
Conference pass

The Shared Service Model And Other Growth Options for Cloud Firms

Keynotes
It is relatively easy to start a cloud firm yourself – but relatively difficult to scale it if you have become the major attraction. Even if you hire a junior, your clients all want to see you! Hear how cloud firms are using tech and partnerships to give themselves new options, with or without an equity piece.
  • Find out how to avoid burnout by expanding your services with other star performers
  • Learn how you can leverage technology to increase your ability to grow
  • Discover a way to beat the “one-person show” blues
Moderator: Sharon Mcclafferty, Business Development Director, Slipstream Coaching
Rebecca Mihalic, Director, BusinessDEPOT
Noel Tiufino, Managing Director, My Accounts
Shannon Smit, Director, Smart Business Solutions
Pink Theatre
Nov 1313:30
Conference pass

How to Turn Accounts Payable Into a Profit Machine

Automating Bookkeeping
Thinking about setting up an Accounts Payable outsource service for your clients? The usual hurdle is working out how to market this service and deliver it profitably. Hear from two firms – one on-shore and one off-shore – share how to squeeze margin out of a vital function for every business.
  • Find out how to pitch outsourced AP to your clients
  • Learn how to make good margins from AP
  • Discover how to automate AP to make it easy to scale
  • Automating Bookkeeping
Dean Martin, Chief Executive Officer, PayVu
Blue Theatre
Nov 1313:30
Conference pass

How to Create Healthy Minds at Work

Best Practice
What mental health and safety challenges do you face when serving your business clients? Business is mentally challenging every day, and providing specialist services that focus on money can create anxiety and stress for everyone involved. Learn about three approaches for creating a mentally healthy workplace where you, your staff feel supported and your clients feel cared for.
  • Find out why good mental health is essential to sustaining a successful accounting practice
  • Discover cost effective, evidence based ways to increase your mental health literacy to support self and others
  • Get strategies that promote healthy minds at work, for you, for your team and for your clients
Stephen Dowling, Mental Health First Aid Instructor, R U Ok Community Ambassador, Fipa Of 37 Years, Institute of Public Accountants
Purple Theatre
Nov 1314:10
Conference pass

Threat Briefing: The Latest Attacks on Firms And How to Defend Against Them

Apps Live
Cyber criminals have large R&D budgets and fantastic ROI. They are constantly developing new ways of attacking accounting firms. The best defence isn’t always buying new gear; sometimes you just need to take some simple steps to reduce the likelihood of an attack. A 30-minute update once a year will put you ahead of your peers.
  • Find out about the post-ransomware attacks that sidestep conventional defences
  • Discover how to improve security in a cloud based productivity suite like Office 365
  • Learn why passwords are being phased out and what will replace them
Lukasz Gogolkiewicz, Head of Assurance, Context IS
Pink Theatre
Nov 1314:10
Conference pass

How to Nail Social Media as a Bookkeeper

Automating Bookkeeping
Can you get clients from social media? Absolutely. And you don’t need to have a massive following to get leads. Hear how one bookkeeper struck out on her own and in under two years is picking up clients from Instagram (600 followers) and LinkedIn (1,500 followers).
  • Learn how to win clients without having to spend a cent on advertising
  • Discover the tweaks to strategy that helped her make LinkedIn work – after the fourth attempt!
  • Find out why education is the most effective form of selling
Lily Hii, Founder, Bookkeeping By Lily
Blue Theatre
Nov 1314:10
Conference pass

The Black Economy Crackdown – Be Prepared

Automating Tax
The Tax Office has handed $300m to the Black Economy Taskforce to counter black economy behaviour. This is estimated at 3% of GDP or about $50b annually and costs the government billions in revenue. BAS and tax practitioners will encounter several Black Economy Project initiatives. Now is the time to prepare for the inevitable Tax Office interaction.
  • Understand the various Black Economy activities at the Tax Office’s disposal
  • Learn what your clients need to do right now to avoid becoming a Black Economy statistic
  • Find out how the Tax Office’s Black Economy activities impact BAS and tax agents
Peter Thorp, Director, Australian Bookkeepers Network
Yellow Theatre
Nov 1314:10
Conference pass

4 Pricing Strategies for Bookkeeping And Accounting Firms

Accounting Tomorrow by Receipt Bank
Pricing is difficult. With technology slashing the time it takes to complete jobs, firms need to adapt their pricing model. Otherwise, you will be penalised for investing in technology and training. Bookkeepers and accountants around the world are practising four popular pricing strategies. Hear the pros and cons of each strategy as well as key steps for implementing them.
  • Understand different pricing strategies and when to use them
  • Learn techniques for pricing clients quickly and effectively
  • Discover how to protect your margins so you don’t lose money on a job
Damien Greathead, Vice President - Business Development, Receipt Bank
Accounting Tomorrow by Receipt Bank Theatre
Nov 1314:15
Conference pass

Table 1: Finding and Retaining Top Talent

Table Talks by Intuit QuickBooks
Meagan Wood, Group Marketing Manager - Advisor, Intuit QuickBooks
Table Talks by Intuit QuickBooks
Nov 1314:15
Conference pass

Table 2: Tech Tips for Streamlining Tax

Table Talks by Intuit QuickBooks
Alan Fitzgerald, Director, PracticeConnectionsAdvisory
Table Talks by Intuit QuickBooks
Nov 1314:15
Conference pass

Table 3: Squeeze More Time With Productivity Hacks

Table Talks by Intuit QuickBooks
Kane Munro, Director, Active Outsourcing
Table Talks by Intuit QuickBooks
Nov 1314:15
Conference pass

Table 4: Herding Cats: Rounding Up Your Last STP Clients

Table Talks by Intuit QuickBooks
Lielette Calleja, Director, All That Counts
Table Talks by Intuit QuickBooks
Nov 1314:15
Conference pass

Table 5: Going Paperless – Where to Start

Table Talks by Intuit QuickBooks
Tish Bhagwandeen, Director, Infinance Solutions
Nov 1314:15
Conference pass

Table 6: Cracking Down on Unbillable Time

Table Talks by Intuit QuickBooks
Anita Da Encarnacao, CEO, BookStar
Table Talks by Intuit QuickBooks
Nov 1314:50
Conference pass

Open Banking - What is It and What Does It Mean for You?

Automating Bookkeeping
In August this year, Open Banking legislation was officially passed by the Australian Parliament. With far reaching implications for the future of financial services, discover what Open Banking is, how it has played out in other places like the UK, and what it means for you and your clients.
  • Become the go-to Open Banking expert in your firm
  • Learn how to leverage Open Banking data to better service your clients
  • Impress colleagues who didn’t attend with your fintech expertise!
  • Automating Bookkeeping
Stephen Jackel, Chief Executive Officer, Myprosperity
Pink Theatre
Nov 1314:50
Conference pass

What Are Your Options for Creating a Tech Strategy – For You and Your Clients?

Best Practice
We all understand that robust technology is critical for a healthy business, yet creating a tech strategy is often just too difficult. Do you piece it together from blogs and webinars? Talk to your peers? Pay a consultant? Find out the options, how much they cost and which is most effective at supporting your business goals.
  • Discover the best sources of high-quality advice and where to get it
  • Understand the governance involved in deciding on a strategy and mitigating risk
  • Learn how to tell good tech advice from bad
Inbal Steinberg, Director, Inbal.com.au
Blue Theatre
Nov 1315:15
Conference pass

Table 1: In-house or Outsource: Client Migrations

Table Talks by Intuit QuickBooks
Chelsea Brummer, Customer Onboarding Manager, Intuit QuickBooks
Table Talks by Intuit QuickBooks
Nov 1315:15
Conference pass

Table 2: Leveraging LinkedIn for Leads

Table Talks by Intuit QuickBooks
Sera Awad, Senior Marketing Manager – Growth, Intuit QuickBooks
Table Talks by Intuit QuickBooks
Nov 1315:15
Conference pass

Table 3: SEO 101- Drive Web Traffic to Your Firm

Table Talks by Intuit QuickBooks
William Zhang, Marketing Manager - Seo, Social and Content, Intuit Quickbooks
Table Talks by Intuit QuickBooks
Nov 1315:15
Conference pass

Table 4: Process Maps for First-time Offshorers

Table Talks by Intuit QuickBooks
Kane Munro, Director, Active Outsourcing
Table Talks by Intuit QuickBooks
Nov 1315:15
Conference pass

Table 5: Timesheets – Time Saver or Time Waster?

Table Talks by Intuit QuickBooks
Kevin Dass, -, Intuit QuickBooks Australia
Table Talks by Intuit QuickBooks
Nov 1315:15
Conference pass

Table 6: How to Find your Cloud Champion

Table Talks by Intuit QuickBooks
Sam Rotberg, Business Advisor and Director, AlexanderSpencer
Table Talks by Intuit QuickBooks
Nov 1315:30
Conference pass

Best Practice Outcomes through Workflow and Automation

Best Practice
Have you tried delivering business advisory using small business reporting tools? How does workflow and automation achieve efficiencies in compliance and practice management? You will have discovered it takes a little more grunt to say something useful. The real gold in strategic advice and achieving best practice requires information from operational software and external data sources as well as the accounting file.
  • Hear about a different take on delivering best practice through workflow and automation.
Bruce Minty, Product Marketing Manager, Sage
Yellow Theatre
Nov 1315:30
Conference pass

Turbocharge Your Receipt Bank – Deep Dive

Accounting Tomorrow by Receipt Bank
When you add every feature of Receipt Bank to your bookkeeping workflow you can double or even triple your processing capacity. Make sure you’re getting the most out of core features such as auto-publish, supplier rules, in-app messaging, and our newest features including bank and supplier fetch and supplier invoices.
  • See how Receipt Bank integrates with Xero, Quickbooks Online and MYOB
  • Discover how Receipt Bank compares with other popular apps
  • Find out how to automatically collect source documents such as bank statements
Jess Minnett, Team Manager, Customer Success, Receipt Bank
Accounting Tomorrow by Receipt Bank Theatre
Nov 1316:10
Conference pass

Masterclass: How to Get the Most Out of Google Sheets

Automating Bookkeeping
Google Sheet is often thought of as the poor cousin to Excel. But it can do things that Excel just can’t. Did you know that you can sync data from multiple Xero files to tabs within the one Google Sheet? And that data will refresh automatically monthly, daily, or even hourly? Hear how one power user uses integrations with Google Sheets to automate large chunks of her bookkeeping practice.
  • Find out how to monitor payroll, P&L or transactions from multiple Xero files in one Google Sheet
  • Discover a rock-solid way to track intercompany loan transactions and reconciliations
  • Learn about the features in Sheets that you don’t get in Excel
Anita Da Encarnacao, CEO, BookStar
Pink Theatre
Nov 1316:10
Conference pass

Why You Should Move your Clients onto Microsoft Teams Too

Best Practice
Skype for Business is dead! Long live Microsoft Teams, a far more powerful platform. Did you know that you can give your clients their own Team and chat to them directly rather than by email? That may sound like inviting chaos into your life – but in fact it can free you from the nightmare of email overload.
  • Discover the efficiencies in your practice by moving conversations from Outlook to Teams
  • Find out why you should open Teams up to clients – and not just internal communications
  • Learn how to manage clients’ expectations and keep chat to the bare minimum
Jason Spence, General Manager, iAssist
Purple Theatre
Nov 1316:10
Conference pass

How to Build a Sales Funnel with Automated Onboarding for Your Practice

Sales & Marketing
"You don’t need to wait until you have a big business to automate your systems. A lead generation system can pull prospects from Facebook and push them through your sales funnel. You can also use the same system to send welcome videos and app training to new clients.Stats for how to use tech to create lead gen systems and sales funnels. What it takes - if you’re a sole trader you don’t need to have a big biz to scale. But you need tech. That’s the real clincher. Share the tech - how to start. Doesn’t have to be something that you sell but how do I make my on-boarding of clients easier. E.g. Active Campaign to use s.thing like RB they get a welcome video, this is what you need to get started, download the app. All that on-boarding stuff it’s not just the app itself it’s the tech that you can use within the practice."
  • Learn how to set up a targeted lead generation system
  • Find out how to use email marketing software to automate on-boarding
  • Discover how to use online learning platforms to reduce common client questions
Melanie Power, Director, MelaniePower.com
Blue Theatre
Nov 1316:50
Conference pass

Why Microsoft Could Replace Your App Stack

Best Practice
The latest incarnation of Microsoft Office has a toolset far greater than Word, Excel and PowerPoint. Microsoft has added an array of add-ons that are of instant benefit to accounting firms of any size. And these low-cost tools could replace the hodgepodge of expensive apps you currently use.
  • See an ROI shootout between a typical cloud app stack vs Office alternatives
  • Understand the different Office 365 plans and what you get with each
  • Find out which practice apps firms have already replaced with Microsoft equivalents
Alan Fitzgerald, Director, PracticeConnectionsAdvisory
Yellow Theatre
Nov 1316:50
Conference pass

Controlled Automation – Why Best in Breed Apps are Key to Your Success

Accounting Tomorrow by Receipt Bank
Practitioners around the world are expanding their capacity, expanding their client base and achieving superlative results through a strategic approach to technology. Technology has become an extension of their team, and now plays the role of a full time earner (FTE). Hear examples of tech strategies employed by firms to free up valuable time.
  • How to use technology to address known bottlenecks in your firm.
  • How to get buy-in from your staff and clients. How to utilize technology as an FTE.
  • Pricing considerations of an integrated system.
Damien Greathead, Vice President - Business Development, Receipt Bank
Jo Doye, Director, Alluvia Financial
Accounting Tomorrow by Receipt Bank Theatre
last published: 26/Nov/19 05:45 GMT

Sign Up for Event Updates