2019 Agenda

 

130+ SESSIONS. 9 TRACKS. 60+ CPD HOURS.

 

 

Melbourne, 12 - 13 November 2019

Schedule

Create your personal agenda –check the favourite icon

Jul 1509:30
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 Blue Rock
Jul 1509:30
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
Jul 1509:30
Conference pass

A Radical Reimagining of Audit

All About Advisory
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 an 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
Gavin Whyte, Chief Data Scientist, Deloitte
Jul 1509:30
Conference pass

Practical Tips on Making Dashboards in Power BI

All About Advisory
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, Executive Director, Power Tynan
Jul 1510:10
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, Bookkeeping 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
Kerrie Jarius, Director, Brilliant Admin Solutions
Peter Thorp, Director, Australian Bookkeepers Network
Diane Lucas, Director, Direct Management
Jul 1510:10
Conference pass

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

Receipt Bank Theatre
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
Jul 1510:10
Conference pass

Grow Your Firm with the Receipt Bank Partner Program

Receipt Bank Theatre
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
Jul 1510:50
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
Ben Rajah, Business Development Manager, Staff Domain
Jul 1510:50
Conference pass

How To Turn That Problem File Into a Client For Life

Automating Bookkeeping
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 Jong Read
Jul 1510:50
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
Trudi Saul, Marketing Manager, FuseWorks
Jul 1510:50
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
Jul 1510:50
Conference pass

How to Build An Intelligent Practice

All About Advisory
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, Wolters Kluwer
Jul 1511:30
Conference pass

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

Receipt Bank Theatre
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
Jul 1511:30
Conference pass

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

Receipt Bank Theatre
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
Jul 1512:10
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
Jul 1512:10
Conference pass

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

Sales & Marketing
Over 500,000 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 $200k from 100 registrations – in just 200 hours
  • Learn how to tweak your sales, pricing and marketing to capture this demand
Ben Gill, Sales Manager, NowInfinity
Jul 1512:10
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, CEO, iPracticeApps
Jul 1512:50
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
Jul 1512:50
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
Jul 1512:50
Conference pass

How to Get Your Payout and Retire on a Million-Plus Dollars

All About Advisory
Every firm owner looks forward to the day when they walk out of the office for the last time, taking a big, fat cheque with them. The easiest people to sell to are your best staff and junior partners – but what happens if they can’t afford the going price?
  • Find out how sale prices for firms have changed in the past 12 months – and the factors driving that change
  • Learn about new funding models that lend against the value of the business and not just the land it sits on
  • Discover how much your senior managers could borrow against the firm to buy it
Con Voultsios, National Manager Professional Services, ANZ
Magnus Yoshikawa, Jadeja Partners, Jadeja Partners
Jul 1512:50
Conference pass

Six Steps to Onboarding: How to Introduce Your clients To New Technology

Receipt Bank Theatre
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
Jul 1512:50
Conference pass

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

Receipt Bank Theatre
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
Jul 1513:30
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
Robin Beauchamp, Chief Technology Officer, InPayTech
Jul 1513:30
Conference pass

How Mobile Can Create Remarkable Experiences For Your Clients

All About Advisory
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
Jul 1513:30
Conference pass

How to Become a Client Centric Practice

Receipt Bank Theatre
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
Jul 1514:10
Conference pass

Accountants as AI Auditors: Why We Need to Watch Machine Learning

Keynotes
The magic of machine learning is its ability to spot correlations hidden in data. Commercially valuable insights impossible (or unprofitable) to find by human means. But ML can’t tell you why they exist. The ignorance created by partial knowledge can have a catastrophic impact in life and in business.
  • Understand the risks of intellectual debt in business, with recent examples in medicine, airlines and finance
  • Discover why there is a growing need to investigate ML-based recommendations
  • Hear how accountants could step into the role of AI auditor, and the skills required
Sholto Macpherson, Editor, DigitalFirst.com
Jul 1514:10
Conference pass

Want to Maximise Customer Experience? Centralise Your Client Calls

Best Practice
Who should hold responsibility for responding to clients on time and with the correct response? In a small firm it’s the individual accountants. But as a firm grows, so does the client base and the range of services. An accountant in wealth management is unlikely to know whether the insurance department can solve a client’s problem.
  • Hear how one mid-size firm controls when and where to rout inbound client calls
  • Find out how to measure response times for all your staff to client queries
  • Learn how to move to a centralised model and still retain a personalised feel
Ryan Kagan, Director of Digital, The Blue Rock
Jul 1514:10
Conference pass

The Shared Service Model And Other Growth Options for Cloud Firms

All About Advisory
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
Rebecca Mihalic, Director, BusinessDEPOT
Shannon Smit, Director, Smart Business Solutions
Jul 1514:10
Conference pass

The Shared Service Model And Other Growth Options for Cloud Firms

All About Advisory
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
Rebecca Mihalic, Director, BusinessDEPOT
Shannon Smit, Director, Smart Business Solutions
Jul 1514:10
Conference pass

Four Pricing Strategies for Bookkeeping And Accounting Firms

Receipt Bank Theatre
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
Jul 1514:10
Conference pass

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

Receipt Bank Theatre
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
Jul 1514:50
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 - Professional Risks, Accountancy Insurance
Jul 1514:50
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
Jul 1515:30
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
Anita Da Encarnacao, CEO, BookStar
Jul 1515:30
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
Ari Semertzidis, Associate Director, KPMG
Jul 1515:30
Conference pass

Beyond Apps: How to Set Yourself Apart From The Competition

Receipt Bank Theatre
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
Jul 1515:30
Conference pass

Turbocharge Your Receipt Bank – Deep Dive

Receipt Bank Theatre
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
Chris McColm, Strategic Partnerships, Receipt Bank
Jul 1516:10
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
Kylie Parker, Director, Lotus Accountants
Rebecca Laut, Senior Manager, PwC
Simone Macks, Co-Founder, InvestFast
Jul 1516:10
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, CEO, MelaniePower.com
Jul 1516:10
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
Jul 1516:10
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
Jul 1516:50
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
Jul 1516:50
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, Founder, PracticeConnectionsAdvisory
Jul 1516:50
Conference pass

Bookkeeping Automation – A Start to Finish Guide

Receipt Bank Theatre
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
Tim Hoopmann, Founder, Spinn Business Solutions
Jul 1516:50
Conference pass

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

Receipt Bank Theatre
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.
last published: 18/Sep/19 03:55 GMT
 

Sign Up for Event Updates