Accounting Business Expo | Agenda
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Australian Economic Update - past, present and future
Plenary
Fireside chat: Economic Outlook
Plenary
Stream Chair
Practice Management (Theatre 2) Thryv
Stream Chair
Funding & Finance (Theatre 6) Capital Dynamics
Stream Chair
CFO Summit (Theatre 3) Forpoint Solutions
Stream Chair
Bookkeeping (Theatre 4) Intuit QuickBooks
Stream Chair
Cyber Security (Theatre 5)
Anju De Alwis, Managing Director, Ultimate Access
Stream Chair
Outsourcing & Offshoring (Theatre 1) SUMO
AI Myth-Busting: Hype Vs Reality
Keynotes
Jerzy Filatow, Domain Manager, MYOB
Get Your Time Back! 3 Quick Ways To Automate Your Business
Practice Management (Theatre 2) Thryv
If you’re spending your weekends chasing invoices or dealing with customer enquiries, this is the presentation for you. Join Sally and Greg from Thryv, who will take you through some quick and simple ways you can take back your time, get back to your business goals and grow your business all in one go.
Why is ASEAN attractive to invest in?
Funding & Finance (Theatre 6) Capital Dynamics
Build your transformation capability
CFO Summit (Theatre 3) Forpoint Solutions
Fiona Dixon, Partner, Business Transformation, HLB Mann Judd
4 simple steps to define and price your advisory services
Bookkeeping (Theatre 4) Intuit QuickBooks
This session focuses on demystifying your advisory services so that your clients clearlyunderstand what they’re getting and how much it’s going to cost
Damien Greathead, Accountant Lead, Intuit QuickBooks
Strengthening the first line of defence
Cyber Security (Theatre 5)
Jihad Zein, Head of Governance, Risk and Assurance, Toll Group
Success beyond borders: SUMO’s offshoring roadmap for accountants in Australia
Outsourcing & Offshoring (Theatre 1) SUMO
Dan Roggenkamp, Director, Set Up My Offshore (SUMO)
Efficiency Enhanced: Streamlining Document Workflows with Adobe Document Cloud
Tech Talks (Demo Theatre)
Fireside chat: Federal Budget 2023 – Where are we now?
Keynotes
It’s been six months since the May 2023 federal budget. Find out where all the major announcements have gotten to, including whether they have (or will) become law, and how they affect your clients.
Ben Miller, Content Manager, Wolters Kluwer
Revolutionising your accounting practice
Practice Management (Theatre 2) Thryv
How to increase revenue during client meetings
Funding & Finance (Theatre 6) Capital Dynamics
Trust in the era of AI
CFO Summit (Theatre 3) Forpoint Solutions
In an era marked by unprecedented technological advancements, Chief Financial Officers are navigating uncharted waters. The impact of artificial intelligence on the finance sector is undeniable, presenting both extraordinary potential and profound challenges. Tom Gough, the MD of Sage Australia, will delve into the heart of this topic, shedding light on the concerns and opportunities faced by finance professionals.
Tom's presentation will offer a compelling exploration of how AI intersects with the traditional processes and controls that have long defined accounting. He will address the questions that weigh on the minds of CFOs, providing valuable insights into how we can harness AI's potential while preserving the trust that underpins our profession.
Leveraging your flywheel for growth
Bookkeeping (Theatre 4) Intuit QuickBooks
Utilizing the natural compliance driven, inbound inquiry of clients, this session highlights the strategic implementation of flywheel principles within bookkeeping businesses. By consistently improving operational efficiency, nurturing long-term client partnerships, and harnessing the power of interconnected financial data, bookkeeping firms can create a self-reinforcing cycle that drives sustained growth and competitive advantage.
Strategies for protecting sensitive data for accounting and finance
Cyber Security (Theatre 5)
Mischa Steen, Associate Director, Privacy and Data Protection, KPMG
Panel: Managing remote teams
Outsourcing & Offshoring (Theatre 1) SUMO
BIG CHANGES in ATO Document processing you need to know about
Tech Talks (Demo Theatre)
How do you get control of your PAYG ATO documents? What impact do the new Australian Taxation Office "Be Cyber Wise" recommendations have on your firm? See 5 ATO documents processed in 10 seconds. Don't miss how ATO SmartDocs Vault will bring tears to your client's eyes (In a happy way).
Ron Drost, General Manager, ATO SmartDocs
Division 7A - ATO final tax determination
Keynotes
Tracey Dunn, Director - EY Private - Tax, Ernst & Young
How do I buy practice and not screw it up
Practice Management (Theatre 2) Thryv
David Smith, Director, Smithink
SME finance - what are the solutions and options
Funding & Finance (Theatre 6) Capital Dynamics
Ren Hor Wong, Executive Chairman And Chief Executive Officer, N1 Holdings
Fireside chat: Evolving role of the CFO
CFO Summit (Theatre 3) Forpoint Solutions
- Serving as a coach and mentor to finance team members
- Providing oversight and input as a business change agent
- Being a leader and external facing business advocate
Sharon Burns, Finance Executive (Interim), Integrity Life
Barbara Galloon, Senior Finance Director Pacific Region, Avis Budget Group
Panel: How to say NO with clarity and kindness
Bookkeeping (Theatre 4) Intuit QuickBooks
A Chat GPT Mini Workshop
Cyber Security (Theatre 5)
Join your peers for an audience-driven exploration of the capabilities of Chat GPT. Hosted by Heather Smith, this fun, interactive and unstructured mini Workshop shall brainstorm innovative, fresh ways to use and implement ChatGPT in your business. If you've always wanted to heckle at an accounting session, this is the perfect opportunity.You are welcome to bring your own gadgets and explore ChatGPT simultaneously.
Direct hiring offshoring, outsourcing and remote work - reviewing options
Outsourcing & Offshoring (Theatre 1) SUMO
Maximise client deductions, maintain compliance and reduce risk
Tech Talks (Demo Theatre)
Tax Depreciation Changes & Insights into Investor Behaviour
Keynotes
Panel: Managing a modern firm - how to guide the strategic objectives of the firm
Practice Management (Theatre 2) Thryv
- What strategies should accounting firms follow to drive growth?
- How to guide the strategic objectives of the firm
Moderator: David Smith, Director, Smithink
Maximising cash flow - Tips to get paid quicker and responding when customers can’t
Funding & Finance (Theatre 6) Capital Dynamics
From Burnout to Balanced, 3 things that helped me create more energy as a busy accountant
Bookkeeping (Theatre 4) Intuit QuickBooks
Good Vibes Only with the Two Drunk Accountants
Cyber Security (Theatre 5)
Tim Garth, Director at CATS Accountants, Co-host of the Two Drunk Accountants Podcast
Dan Osborne, Director and Co-host of the Two Drunk Accountants Podcast, CATS Accountants
Kloud Connect: A New Dawn in Practice Management Software
Tech Talks (Demo Theatre)
Clint Estavilla, Head of Sales, Kloud Connect
Employer Obligations Reporting
Keynotes
Carbon Group story- re-imagine the delivery of accounting, bookkeeping and financial services
Practice Management (Theatre 2) Thryv
Private Capital
Funding & Finance (Theatre 6) Capital Dynamics
Fireside chat:Economist perspective: employment, inflation, raising interest rates what’s ahead in 2024
CFO Summit (Theatre 3) Forpoint Solutions
Brendan Rynne, Partner, Chief Economist, KPMG
Payroll Hot Spots - What to watch out for,
Bookkeeping (Theatre 4) Intuit QuickBooks
Panel: How accounting and finance can be cyber resilient to prevent cyber attacks and mitigate risk
Cyber Security (Theatre 5)
Moderator: Anju De Alwis, Managing Director, Ultimate Access
Jihad Zein, Head of Governance, Risk and Assurance, Toll Group
Panel: Building team culture in your offshore team
Outsourcing & Offshoring (Theatre 1) SUMO
Wolters Kluwer CCH: Unified cloud tools for your practice
Tech Talks (Demo Theatre)
Rachael McLean, Senior Consultant, Wolters Kluwer
Transfer pricing and base erosion and profit shifting (BEPS) update
Keynotes
Lauren Hill, Partner, Tax, Mazars
You’ve been framed: How to refresh and reframe client relationships
Practice Management (Theatre 2) Thryv
It’s often said that the easiest way to increase revenue is to provide more services to existing clients. In reality, many firms find that this is not the case. Clients have preconceived notions about the services their accountant can provide based on what they have experienced in the past. It can be really difficult to change client perceptions.In this session, we’ll discuss some of the key challenges that partners and managers face in reframing client relationships.We’ll identify the steps that proactive accountants and firms can take to explain the value of new services.We’ll talk about how you can get existing clients across the line with new services.We’ll explore what to do when clients don’t respond to suggestions or advice that will add financial value.
Alternate Lending
Funding & Finance (Theatre 6) Capital Dynamics
Does your credit team know who your next insolvent customer will be? We do!
CFO Summit (Theatre 3) Forpoint Solutions
Algorithms predicting the health of your debtors have become very sophisticated – but are they accurate? Maybe, maybe not. What is reliable is real solid information relevant to each industry sector. For example, is the pub paying its liquor suppliers? has the builder lost its construction licence? is the garage mechanic paying the ATO? Real time data presented through automated delivery mechanisms has revolutionised the identification of risk across trade credit. Come and see for yourself
Lynne Walton, Chief Executive Officer, Access Intell
GST Audits - Data Quality is key
Bookkeeping (Theatre 4) Intuit QuickBooks
Saving Businesses: Accountants Guide to Tackling Corporate Insolvency
Tech Talks (Demo Theatre)
FBT & EV - update on changes and exemption
Keynotes
Panel: Atomic Habits for Accountants
Practice Management (Theatre 2) Thryv
Amanda Gascoigne, Amanda Gascoigne Consulting
Tim Garth, Director at CATS Accountants, Co-host of the Two Drunk Accountants Podcast
Business & Finance Broker opportunities for accountants
Funding & Finance (Theatre 6) Capital Dynamics
Referrals masterclass
Funding & Finance (Theatre 6) Capital Dynamics
Cultivating your executive presence
CFO Summit (Theatre 3) Forpoint Solutions
The GST Gap - The ATO's Compliance Target
Bookkeeping (Theatre 4) Intuit QuickBooks
Legal obligations for cyber security for accountants - protect, respond and recover their practices, and their clients from cyber breaches.
Cyber Security (Theatre 5)
Unlocking potential of accounting firms by enhancing capacity and capability through offshoring solutions
Outsourcing & Offshoring (Theatre 1) SUMO
AI for Accountants: Automate Your Practice with Digital Bots
Tech Talks (Demo Theatre)
BASIC Tax and Family Trust in Australia
Keynotes
Embedding Integrated Reporting Framework following the launch of IFRS S1 and IFRS S2
CFO Summit (Theatre 3) Forpoint Solutions
Michael Bray, Special Adviser – Connectivity and Integrated Reporting Team, IFRS Foundation, and Professor of Practice (Integrated Reporting), Deakin University
Panel: Business issues in bookkeeping - moving to fixed pricing
Bookkeeping (Theatre 4) Intuit QuickBooks
Cyber risk, AFSL obligations and director responsibilities
Cyber Security (Theatre 5)
Panel: Mitigating risk when offshoring
Outsourcing & Offshoring (Theatre 1) SUMO
Dan Roggenkamp, Director, Set Up My Offshore (SUMO)
Beyond the Ledger: The Business-Wide Impact of Migrating to an ERP
Tech Talks (Demo Theatre)
Accounting industry trends and Benchmarks Measuring
Practice Management (Theatre 2) Thryv
Personal branding for accountants on LinkedIn, building your personal network
Funding & Finance (Theatre 6) Capital Dynamics
Learn how to build and communicate your personal profile
Panel:Why you would want VCFO or outsourced CFO and what you are looking for in a VCFO
CFO Summit (Theatre 3) Forpoint Solutions
Sarah Lawrance, Founder, Hot Toast
Solving the Accountant Shortage – hire Indian accountants across your AU offices
Outsourcing & Offshoring (Theatre 1) SUMO
Rohan Singhai, Vice President, Miles
Online trade application - registering on PPSR - monitoring credit risk exposure
Tech Talks (Demo Theatre)
Experience a walk through of Access Intell’s end to end credit management platform solution.
Panel: Practice Management Transformation: aligning transformation with changing client needs
Practice Management (Theatre 2) Thryv
Panel:Wellbeing
Funding & Finance (Theatre 6) Capital Dynamics
Nick McGuigan, Professor of Accounting, Director of Equity, Diversity and Social Inclusion, Monash University
Neha Madaan, Behavioural Risk & ESG Governance, Macquarie Bank
Panel Bookkeeping technology SWOT analysis for BAS Agents
Bookkeeping (Theatre 4) Intuit QuickBooks
Discussion to cover bookkeeping technology opportunities, risks, innovations
How to overcome the fear of Public Speaking
Cyber Security (Theatre 5)
Empowering Financial Success: Unlocking Seamless Car Financing Solutions for Your Clients
Tech Talks (Demo Theatre)
David Fahim, Co-Founder & Chief Commercial Officer, CarClarity
CFO and navigating the board
CFO Summit (Theatre 3) Forpoint Solutions
Accounting Diploma Level education - challenge of balancing compliance and practical education
Outsourcing & Offshoring (Theatre 1) SUMO
Sam Dean, Director, BlueprintHQ
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Opening Remarks
Plenary
James Solomons, Chief Financial Officer/COO, Xref
Economic update for Australia in 2024
Plenary
Geopolticial issues - living with long-term volatily, insights on a prolonged period of disruptions and uncertainties for businesses
Plenary
Fireside chat: How do we respond ambitiously and effectively to disruption drivers of geo-political and economic challenges
Plenary
Leading economic thinkers Stephen Koukoulas joins Merriden Varrall a geopolitical expert for a discussion on the geopolitical and economic trends impacting the Australian economy facilitated by James Solomons, CFO of Xref.
Moderator: James Solomons, Chief Financial Officer/COO, Xref
Stream Chair
Audit & Reporting (Theatre 1)
Rakin Hasan, Manager - Technology and Systems Assurance, HLB Mann Judd
Stream Chair
Keynotes
John Jeffreys, Director, John Jeffreys Tax
Stream Chair
Crypto & Blockchain (Theatre 2) Independent Reserve
Stream Chair
SMSF & Wealth (Theatre 6)
Stream Chair
Business Advisory (Theatre 3) Business Valuations Online
Stream Chair
Payroll & HR tech (Theatre 4) Intuit QuickBooks
Michael Edelstein, Director, RecruitmentExpert
Stream Chair
Automation & AI (Theatre 5) Access Intell
Kyelie Baxter, Managing Director, IQ Accountants
ISA315 and the Auditor's Responsibilities for General IT Controls
Audit & Reporting (Theatre 1)
Rakin Hasan, Manager - Technology and Systems Assurance, HLB Mann Judd
Fireside chat: ATO and BAS Agent Association update
Keynotes
Discussion to cover current ATO initiatives including client agent linking and update on what’s happening in the consultation space.
Kath Anderson, Assistant Commissioner, Individuals and Intermediaries, Australian Taxation Office
BIG CHANGES in ATO Document processing you need to know about
Tech Talks (Demo Theatre)
How do you get control of your PAYG ATO documents? What impact do the new Australian Taxation Office "Be Cyber Wise" recommendations have on your firm? See 5 ATO documents processed in 10 seconds. Don't miss how ATO SmartDocs Vault will bring tears to your client's eyes (In a happy way).
Ron Drost, General Manager, ATO SmartDocs
If you're not into crypto, you'll be left behind... and here's why (with data)
Crypto & Blockchain (Theatre 2) Independent Reserve
Property Outlook: The good, the bad and the ugly in the property market
SMSF & Wealth (Theatre 6)
Common payroll pain points and how to avoid them
Payroll & HR tech (Theatre 4) Intuit QuickBooks
This quickfire session looks at common pain points of managing a client’s payroll and how QuickBooks Payroll helps to overcome these pain points. Specifically we’ll look at setting up awards, rosters, rules and approval of timesheets to streamline your payroll processing.
Panel: Using AI in your practice
Automation & AI (Theatre 5) Access Intell
How can you take advantage of Generative AI? Where do you start? What do you want to achieve? What will be its impact? How can you scale? How will your customers be impacted? What about your employees?
Anita Da Encarnacao, Principal, Aretex
Accounting and finance: The new leaders of ESG
Audit & Reporting (Theatre 1)
Revolutionise Your Accounting Game: MYOB's Master Guide to BAS, Digital Signatures, and Workflow Automation
Keynotes
Jen Blanchard, Head of Product – Practice, MYOB
Monique Carruthers, Product Manager, MYOB
Is Xero Too Hard for Some of Your Clients?
Tech Talks (Demo Theatre)
Xero's promise of beautiful accounting software doesn't deliver for everyone. For some small business owners, Xero is just too complex and expensive. Less ‘beautiful accounting’, more 'mission impossible'!
Do you have clients that:
- waste your staff’s time with support questions
- mess up coding
- or send you a million emails and spreadsheets?
We have an easier solution made for accountants and bookkeepers, come along to find out more.
Paul Sharpe, CEO, Easy Business App
Magnet: misconceptions, myths and mitigant
Crypto & Blockchain (Theatre 2) Independent Reserve
Benjamin will talk through the common misconceptions across the digital asset space, we will dive into some of the most famous myths like ‘crypto is only used by criminals’ and explain how to overcome complexities of allocating to this new asset class.
Building a successful SMSF practice
SMSF & Wealth (Theatre 6)
Insolvency & Turnaround
Business Advisory (Theatre 3) Business Valuations Online
Accountants need to be prepared to refer clients to insolvency expoerts to help steer out of trouble
Payroll opportunities and challenges
Payroll & HR tech (Theatre 4) Intuit QuickBooks
- Payroll Administration
- What are the requirements for outsourcing payroll
- Legal & Award changes
- Opportunities
Moderator: Michael Edelstein, Director, RecruitmentExpert
Using real time data and AI to automate trade credit approvals
Automation & AI (Theatre 5) Access Intell
Gone are the days when suppliers purchase historical credit information to assess new customer suitability.The delivery of current data presented through automated application processes and review mechanisms has transformed this whole area.Proponents report increased working capital, reduced labour resource, more speed, accuracy and control and less risk.Why aren’t we all on board?
Lynne Walton, Chief Executive Officer, Access Intell
The talent shortage in accounting across Australia and New Zealand
Audit & Reporting (Theatre 1)
Across the accounting industry, the professional associations and accounting firms themselves are discussing the talent shortage in the accounting profession and a search of job websites will find a large number of roles available. What is impacting the talent shortage? This presentation will share insights from the latest research funded by the Accounting and Finance Association of Australia and New Zealand, Chartered Accountants Australia and New Zealand and CPA Australia into the accounting and audit talent shortage and pose provocative questions on what the industry may need to do to attract the best and brightest minds into the profession.
The ASBFEO’s Tax Concierge Service and how it helps Small Business
Keynotes
Onestop CPE
Tech Talks (Demo Theatre)
Scoping crypto clients' service requirements and fees
Crypto & Blockchain (Theatre 2) Independent Reserve
Can you do my tax and how much will it cost?" As accountants, we can usually respond with a standard list of service items and indicative prices. However, scoping the requirements of a client using crypto and digital assets in new and emerging ways presents unknowns and challenges. Join this case-study session to learn how to confidently assess different crypto clients' needs and turn them into profitable prospects.
Crypto in SMSF: Navigating the opportunities, compliance, and protecting your retirement savings
SMSF & Wealth (Theatre 6)
Saving Businesses: Accountants Guide to Tackling Personal Insolvency
Business Advisory (Theatre 3) Business Valuations Online
Update on accessorial liability prosecutions by the FWO
Payroll & HR tech (Theatre 4) Intuit QuickBooks
DocuSign Presents - Unlocking Automation, Efficiency and Customer-Centricity with Camphin Boston
Automation & AI (Theatre 5) Access Intell
Mathew Dalghiranis, Advisory Innovation & Entrepreneurship, Camphin Boston
Carbon farming and carbon accounting - Net Zero strategies and Carbon reduction strategies
Audit & Reporting (Theatre 1)
James Allen, Partner, Bentleys South Australia
Tax audits and disputes: an update from the trenches
Keynotes
Shaun Cartoon, Partner, Arnold Bloch Leibler
Headhunting for candidates and employers: Being found and finding the best talent, faster.
Tech Talks (Demo Theatre)
Bryan Marshman, Commercial Director & Co-Founder, Pursuited
Practical issues for tax practitioners when dealing with crypto and digital asset
Crypto & Blockchain (Theatre 2) Independent Reserve
Grants Top Five SMSF Strategies for 2024 to build your SMSF business
SMSF & Wealth (Theatre 6)
Business Valuations Online presentation
Business Advisory (Theatre 3) Business Valuations Online
Gender Pay Gap (GPG) reporting and pay secrecy - are you prepared for pay transparency?
Payroll & HR tech (Theatre 4) Intuit QuickBooks
Tara Sarathy, Director, PwC Australia
Panel: How to use ChatGPT in Your Business
Automation & AI (Theatre 5) Access Intell
Join us to uncover how James Carey integrates ChatGPT and AI into his accounting workflow.
This session will guide you through:
- Insights into the everyday application of ChatGPT in an accounting practice.
- Gain practical knowledge on using ChatGPT for tasks such as Excel modelling, macros, and Windows scripting, including live demonstrations.
- How to recognise and manage clients who are using ChatGPT to question your work!!!
- Explore strategies for accountants to effectively utilise AI tools like ChatGPT in their practice.
You might even get a glimpse of James virtual alter ego, ChadGPT!
Sustainability Reporting – more than just numbers
Audit & Reporting (Theatre 1)
insights CGT on Residential Properties
Keynotes
Peter Bembrick, Partner, HLB Mann Judd
Business Valuations Online presentation
Tech Talks (Demo Theatre)
RSA: Responsible Service of Accounting with the Two Drunk Accountants
Crypto & Blockchain (Theatre 2) Independent Reserve
Tim Garth, Director at CATS Accountants, Co-host of the Two Drunk Accountants Podcast
Dan Osborne, Director and Co-host of the Two Drunk Accountants Podcast, CATS Accountants
Changes to superannuation, are you ready?
SMSF & Wealth (Theatre 6)
Pricing and managing client scoping and how to successfully transition from hourly to fixed fee
Business Advisory (Theatre 3) Business Valuations Online
Changes to Super and Employer Obligations
Payroll & HR tech (Theatre 4) Intuit QuickBooks
Rowina Preston, Assistant Director Superannuation and Employer Obligations, ATO
Power BI: Rethink client reporting with AI
Automation & AI (Theatre 5) Access Intell
Mindfulness in accounting for better outcomes and collegiate relationships in a business environment
Audit & Reporting (Theatre 1)
Luckmika Perera, Chief Executive Officer and Principal Consultant, IntegratedKnowledge
Managing international tax risk and governance for corporate
Keynotes
Danielle Sherwin, Principal, RSM Australia
Independent Reserve Tech Talk
Tech Talks (Demo Theatre)
Web 3 the new economy
Crypto & Blockchain (Theatre 2) Independent Reserve
Anju De Alwis, Managing Director, Ultimate Access
SMSF auditor challenge
SMSF & Wealth (Theatre 6)
Finance broking in tough times: working with clients to raise loans and access working capital
Business Advisory (Theatre 3) Business Valuations Online
Ben Henri, Director, Atmosphere Capital
Payroll as a profit center for your accounting firm
Payroll & HR tech (Theatre 4) Intuit QuickBooks
This session looks at how accounting and bookkeeping firms are using payroll to drive revenue growth and profit in their firm. We’ll deep dive into two case studies showing how firms are making the most of payroll.
Damien Greathead, Accountant Lead, Intuit QuickBooks
Onboarding to paid in minutes: The key to client management automation
Automation & AI (Theatre 5) Access Intell
Step into an era of efficiency with technology, in a session that's set to revolutionise your perception of client management.
Learn how you can leverage the power of automation, freeing up your most valuable resource—time. From onboarding and engaging your clients, to automating workflows, invoicing, and payment collection, this session dives into insightful discussion and real-world advice from seasoned users of technology and automation. They'll share first-hand experiences and proven strategies, transforming theory into practice with life-changing results.
Hosted by Brendan Allen—Manager, Key Accounts Team at Ignition—alongside industry frontrunners—walk away with a thorough understanding of how Ignition’s unparalleled platform is your all-in-one automation tool designed to future-proof your business's success and streamline your client management.
Linda Hawkins, Bookkeeper And Business Owner, save your money
Complying with IFRS S1 General Requirements for Disclosure of Sustainability-related Financial Information and IFRS S2 Climate-related Disclosures
Audit & Reporting (Theatre 1)
Luckmika Perera, Chief Executive Officer and Principal Consultant, IntegratedKnowledge
SME Tax Issues: The tricks and traps of using the small business CGT concessions in discretionary trusts
Keynotes
John Jeffreys, Director, John Jeffreys Tax
Automating your procurement and AP with AI
Tech Talks (Demo Theatre)
Panel: Crypto & Blockchain - Law, Regulation & Policy update
Crypto & Blockchain (Theatre 2) Independent Reserve
Regulating crypto- how accountants can help clients stay abreast of the latest accounting, tax and regulatory issues around cryptoassets
Damian Lloyd, Associate, Cadena Legal
Paul Hewson, Executive Director, Restructuring, KordaMentha
SMSF Q&A
SMSF & Wealth (Theatre 6)
Pitch Festival
Business Advisory (Theatre 3) Business Valuations Online
The start-ups are up against the clock to articulate their innovation and business case. Each session will feature feedback from the judges as they compete for a prize. Join us to cast your vote for the popular winner.
Nicholas Ooi, Investment Analyst, Investible
Imche Veiga, Group Executive, Ecosystems, Stone & Chalk
Chris Jenkins, Research Analyst, Twynam Funds Management
Annie Zhou, VC Investor, NAB Ventures
Noel Tiufino, Managing Director, My Accounts
Pitch Festival: Opening Remarks
Business Advisory (Theatre 3) Business Valuations Online
Host: Noel Tiufino, Managing Director, My Accounts
YOUNG ACCOUNTANTS Opportunities and Challenges Faced by International Students in Australia
Payroll & HR tech (Theatre 4) Intuit QuickBooks
An introduction to Robotic Process Automation for Australian accounting firms
Automation & AI (Theatre 5) Access Intell
PITCH #1: AEM Algorithm
Business Advisory (Theatre 3) Business Valuations Online
Jakub Sawczuk, Founder / CEO, AEM Algorithm
PITCH #2: bluesheets
Business Advisory (Theatre 3) Business Valuations Online
Clare Leighton, COO, Co-Founder, bluesheets
Compliance with the Modern Slavery Act – advisory opportunities for Accountants
Audit & Reporting (Theatre 1)
Clevero CRM: 15 Important Xero Integrations You Should Know About
Tech Talks (Demo Theatre)
Double handling data is not only frustrating for accountants and business teams, but can lead to costly mistakes, wasted time, and data inconsistency. Join us for an exploration of 15 ways youand your clients should be connecting theirCRM to Xero/MYOB/Quickbooks that you may not have thought were possible, or even knew existed! Get our comprehensive take-home checklist to review with your clients and team after the session.
PITCH #3: Brieff
Business Advisory (Theatre 3) Business Valuations Online
Kate Shanahan, Co-Founder, Brieff
YOUNG ACCOUNTANTS Toolkit for Young Accountants in Career Development and Success
Payroll & HR tech (Theatre 4) Intuit QuickBooks
Panel: Enriching the conversations between the accountant, bookkeeper and clients with app
Automation & AI (Theatre 5) Access Intell
Unlock the secrets to enhanced business relationships, with our esteemed panel of experts, including a neurodivergent specialist. Dive into the dynamic interplay between accountants, bookkeepers, and clients, exploring how tailored communication channels are crucial for success. Discover the myriad benefits of trust-building, information sharing, problem-solving, and avoiding misunderstandings, with a special focus on supporting the diverse needs of neurodivergent individuals. Our experts will reveal their strategies for asynchronous conversations and data preparation, ensuring accessibility for all clientele. Hear firsthand accounts of their technology selection process, implementation strategies, and triumphs, including adaptations for neurodiversity. Be inspired by the apps, techniques, and real-world examples they'll share, empowering you to cultivate strong, sustainable, and inclusive collaborative relationships. Empowering and inclusive!
Chris Alleyn, Director, AMC Biz Solutions
PITCH #4: Hero Blue
Business Advisory (Theatre 3) Business Valuations Online
Christopher Dodson, Director, Hero Blue Pty Ltd
PITCH #5: LUCA Plus
Business Advisory (Theatre 3) Business Valuations Online
Ray Wang, CEO/Cofounder, LUCA Plus
Automating workflows to take a practice from Chaos to Control, how to manage workflows and compliance in your practice
Audit & Reporting (Theatre 1)
Private debt funds — benefits for accountants, their clients, and SMSFs
SMSF & Wealth (Theatre 6)
PITCH #6: The Property Accountant
Business Advisory (Theatre 3) Business Valuations Online
Siddharth Kawar, The Property Accountant
YOUNG ACCOUNTANTS Tips for training millennials and improving engagement
Payroll & HR tech (Theatre 4) Intuit QuickBooks
Here’s How You Can Win in the Age of AI
Automation & AI (Theatre 5) Access Intell
How can you take advantage of Generative AI? Where do you start? What do you want to achieve? What will be its impact? How can you scale?
PITCH #7: XPNA
Business Advisory (Theatre 3) Business Valuations Online
David Elsey, Founder, xpna
last published: 21/Nov/23 02:25 GMT
Password must meet the following requirements:
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Ross Greenwood, Business Editor & Anchor, Business Weekend,
Sky News
Ross is the Business Editor and anchor of Business Weekend at SKY News. Ross was formerly, the Nine Network’s Business and Finance editor where he worked across National Nine News, A Current Affair and 60 minutes and former host of radio program “Money News”. Ross was editor of BRW, Personal...
Dr John Hewson, ,
former Liberal Party leader, financial and economic expert
Dr John Hewson is one of Australia’s most experienced economists, financial experts and company directors. He is also a former politician and was Leader of the Liberal Party and Leader of the Opposition from 1990 to 1994. Since leaving politics Dr Hewson has forged a very successful career in...
Dr John Hewson, ,
former Liberal Party leader, financial and economic expert
Dr John Hewson is one of Australia’s most experienced economists, financial experts and company directors. He is also a former politician and was Leader of the Liberal Party and Leader of the Opposition from 1990 to 1994. Since leaving politics Dr Hewson has forged a very successful career in...
Ross Greenwood, Business Editor & Anchor, Business Weekend,
Sky News
Ross is the Business Editor and anchor of Business Weekend at SKY News. Ross was formerly, the Nine Network’s Business and Finance editor where he worked across National Nine News, A Current Affair and 60 minutes and former host of radio program “Money News”. Ross was editor of BRW, Personal...
Joyce Ong, Cofounder,
Tax Nuggets Academy
Joyce is the CEO and Co-Founder of Tax Nuggets Academy, whose mission is to eradicate ‘Death by Powerpoint’, starting with the professional services industry in Australia. Featured as a Top 20 Future Leader by CA ANZ, Joyce is a regular keynote speaker at industry events, and is also highly...
Sonia Gibson, Director,
Accounting Heart
Sonia Gibson, director at Accounting Heart Chartered Accountants. Using the feminine touch, Sonia has woven into Accounting Heart’s lifeforce a vision that sees business, money, and finances as more than just the numbers. Everything she does is underpinned by two core aspects: alignment between...
Alistair Marshall, Director,
Professional Services BD
Alistair Marshall has helped leading law firms, accountancy practices, retail banks and household name corporates attract new clients and win more new, profitable business for more than 30 years. His delivery is entertaining, energetic, engaging and inspires people to use his thought leading ...
Michelle Kvello, Founder and Chief Financial Officer,
Lantern Partners
Michelle Kvello is a Chartered Accountant (ICAEW) and also holds her Masters of Applied Finance (Kaplan). She trained at PwC in London before moving into commercial roles at blue chip companies such as Reuters, Foxtel and Yahoo!7. She founded Lantern Partners in 2011 and specialises in helping fast ...
Kelvin Deer, Director ABN,
Australian Bookkeepers Network
Kelvin is one of the founding principals of Australian Bookkeepers Network (ABN) and has been a Certified Practicing Accountant for over 25 years. Kelvin is passionate about business development and providing innovative learning and training to the bookkeeping industry. He plays an active role in...
Meryl Johnston, Founder,
Bean Ninjas and host of The Lifestyle Accountant Show
Meryl Johnston, founder and CEO of Bean Ninjas, and host of The Lifestyle Accountant Show a podcast that helps today’s accounting firm leaders build successful businesses while living healthy, happy lives.
Greg Nicolle, Head of Capability & Performance,
Thryv
Greg is a champion of SMB’s. He's been helping businesses for more than 25 years to find new customers, improve their client experience, and ultimately grow their businesses.
Tan Teng Boo, Managing Director,
Capital Dynamics (Aust) Ltd
Tan Teng Boo is an experienced managing director and fund manager with over 5 decades of investment experience. His regional and global fund management capabilities, as well as Capital Dynamics' global presence in Sydney, Hong Kong, Singapore, Shanghai, and Kuala Lumpur, have allowed him to be...
Lino Michael Benninga, Document Cloud Solutions Consultant,
Adobe
Lino is an Adobe Solutions Consultant with a focus on Document Cloud. With 3+ years’ experience at Adobe, Lino has brought an extensive technical background to the role. Originally work for Adobe in London, Lino relocated to Sydney in 2022, where he applies his problem-solving skills to break down...
Dinesh Kumar Balasubramanian, Manager - Zoho Finance Partnerships, MEA & ANZ,
ZOHO CORPORATION
After completing his management degree in the UK, Dinesh Kumar joined Zoho to lead the Partner Channel for Zoho's finance products. With multi-disciplinary experience up his sleeve, Dinesh works closely with many renowned chartered accountants and business consultants across the Middle East and ...
Alistair Marshall, Director,
Professional Services BD
Alistair Marshall has helped leading law firms, accountancy practices, retail banks and household name corporates attract new clients and win more new, profitable business for more than 30 years. His delivery is entertaining, energetic, engaging and inspires people to use his thought leading ...
Tom Gough, MD,
Sage Australia
Tom Gough, CEO of Sage Australia & New Zealand has held a number of key senior international leadership positions including leading the international launch of Sage Intacct and playing a key role in North American sector whilst Finance Director of Sage Canada. Recently, Tom has been leading...
Trent Yesberg, Director,
Regional Business Services
Trent Yesberg is the Director of Regional Business Services in Townsville, and also owns Yes Property and Finance – a Business focussed Real Estate and Business Broker. His career covers Commercial Banking & Finance Broking, BAS Agent, Training and Consulting and Business Real Estate...
Kelly Henney, Partner,
KPMG
Kelly is KPMG Australia’s National Leader for Privacy & Data Protection services. She is a legal practitioner with more than 18 years’ experience across corporate sectors and in government regulations. Kelly brings a wealth of experience managing data privacy risk in complex and sensitive...
Aaron Seeto, Divisional Head of Outsourced Finance Function Services,
CharterNet Rothsay
Aaron Seeto leads CharterNet Rothsay's tech-enabled Outsourced Finance Function Services division. Aaron’s team consists of both onshore and offshore accountants and are on a mission to offer a more practical outsourced solution for small-to-medium enterprises wanting more value from their...
Meryl Johnston, Founder,
Bean Ninjas and host of The Lifestyle Accountant Show
Meryl Johnston, founder and CEO of Bean Ninjas, and host of The Lifestyle Accountant Show a podcast that helps today’s accounting firm leaders build successful businesses while living healthy, happy lives.
Michelle Kvello, Founder and Chief Financial Officer,
Lantern Partners
Michelle Kvello is a Chartered Accountant (ICAEW) and also holds her Masters of Applied Finance (Kaplan). She trained at PwC in London before moving into commercial roles at blue chip companies such as Reuters, Foxtel and Yahoo!7. She founded Lantern Partners in 2011 and specialises in helping fast ...
Sue Rosen, Founder,
Sue Rosen Executive Coaching
Sue is an accredited executive coach, with extensive experience coaching finance professionals to be courageous, compassionate, and curious leaders, motivated by purpose, and living fulfilling lives. Prior to her career as a speaker, coach and facilitator, Sue had many years’ experience in senior...
Divya Singh, Chief Financial Officer,
Kerwin Rae
Divya is the Chief Financial Officer at Kerwin Rae, Kerwin Rae is Australia’s leading business strategist and high performance specialist who is dedicated to helping people succeed with his revolutionary approach to business growth and personal transformation. The organisation hosts a series of...
Tamara-Lee Beveridge, BAS & ASIC Agent and Owner,
BizCore 360
Tamara-Lee is the Owner and Founder of BizCore 360, a 100% Xero practice, BAS Agent, ASIC Agent, an Australian Bookkeepers Network Leader in Tasmania, and Certified Xero Practice Silver Partner. Winner of “Women in Finance Australian Bookkeeper of the Year” Award 2020 & 2021, and “Australian...
Lauren Taylor, Human Behaviour Specialist,
Emotionally Fit Humans
Lauren Taylor and Mareena Corbett from Emotionally Fit Human are human behaviour specialists, with over 50 years combined experience in leading humans across multiple industries. Both studied a masters of coaching, accredited in the Emotional Fitness Formula™ and human behaviour profiling. Prior to ...
Heather Smith, Founder,
ANISE Consulting
Heather Smith is obsessed with how effective automation and integration can produce timely clean data, to surface information for brave, fast data-informed decision making. She’s implemented systems, processes, and training for hundreds of businesses, resulting in improved financial management and...
Melissa Foote, Chief Executive Officer/Managing Director,
Bloom 8 Global
Melissa Foote is a Non-Executive-Director of the Institute of Certified Bookkeepers and the Managing Director of her practice and educational businesses, Bloom 8 Global & Melfoote.com.au. As an accomplished entrepreneur, she built a successful accounting and bookkeeping practice as well as a...
Bradley Beer, Chief Executive Officer,
BMT Tax Depreciation
Bradley Beer joined BMT Tax Depreciation in 1998 as a Quantity Surveyor before becoming a director and shareholder in 2002. Since then, he has been instrumental in building BMT from the ground up and became Chief Executive Officer in 2015. As CEO of the largest and most trusted quantity surveying ...
Mike Mortlock, Managing Director,
MCG Quantity Surveyors
Mike is a co-founder of MCG Quantity Surveyors and is an industry leader in tax depreciation. Mike has worked as an expert depreciation consultant with a number of major firms such as McDonalds, CMC Markets, Deloitte, PwC and more. He has completed thousands of depreciation schedules for commercial ...
Adam Irwin, Managing Partner,
Pitcher Partners
As the Managing Partner of Pitcher Partners Sydney, Adam is responsible for the firm’s strategic development and driving business transformation that will allow our teams to continue to meet the needs of their clients. With over 20 years of operational experience as Chief Operating Officer of...
Greg Nicolle, Head of Capability & Performance,
Thryv
Greg is a champion of SMB’s. He's been helping businesses for more than 25 years to find new customers, improve their client experience, and ultimately grow their businesses.
Sonia Gibson, Director,
Accounting Heart
Sonia Gibson, director at Accounting Heart Chartered Accountants. Using the feminine touch, Sonia has woven into Accounting Heart’s lifeforce a vision that sees business, money, and finances as more than just the numbers. Everything she does is underpinned by two core aspects: alignment between...
Nicolas Pilavidis, Chief Executive Officer,
Australian Institute of Credit Management (AICM)
As the CEO of the AICM Nick represents over 2,600 credit professionals who are the custodians of cash flow. They assess and mitigate credit risk in all sectors and manage credit terms for the supply of goods, services and finance. He has held this role since 2014 and has led the organisation to...
Victoria Maurer, Founder & Coach,
The Balanced Corporate Coaching & Consulting
With more than a decade in Financial Services at PwC in New York and Sydney, and a certification in holistic health and mindset coaching, I understand how challenging it is to consistently make well-being a priority. I’ve developed a holistic approach to balance that worked for me, works for my...
James Trainor, Partner,
BDO
James is a Partner in Tax with BDO in Sydney. He has over 20 years' experience in providing employment tax services to a range of public, private and not-for-profit clients.With a background in Big 4 accounting and Big 6 banking, James brings with him extensive experience in the design and...
Mason Dunn, Chief Financial Officer,
Carbon Group
Mason is the CFO of Carbon Group, one of Australia’s fastest growing firms which is celebrating more than 200% of revenue growth over the last 4 years. Mason is a chartered accountant and brings a background in audit and large corporate to work within the firm’s management team in executing a...
Daniel Cotton, Director,
PKF
Dan has over 30 years’ investment banking and corporate finance experience and has been involved in over 175 successful M&A roles and capital raising projects. These range from business sale or acquisition processes, to IPOs and private fundraisings from equity funds, family offices, high net...
Sue Rosen, Founder,
Sue Rosen Executive Coaching
Sue is an accredited executive coach, with extensive experience coaching finance professionals to be courageous, compassionate, and curious leaders, motivated by purpose, and living fulfilling lives. Prior to her career as a speaker, coach and facilitator, Sue had many years’ experience in senior...
Kelvin Deer, Director ABN,
Australian Bookkeepers Network
Kelvin is one of the founding principals of Australian Bookkeepers Network (ABN) and has been a Certified Practicing Accountant for over 25 years. Kelvin is passionate about business development and providing innovative learning and training to the bookkeeping industry. He plays an active role in...
Kelly Henney, Partner,
KPMG
Kelly is KPMG Australia’s National Leader for Privacy & Data Protection services. She is a legal practitioner with more than 18 years’ experience across corporate sectors and in government regulations. Kelly brings a wealth of experience managing data privacy risk in complex and sensitive...
Tony Vizza, Executive Director,
KordaMentha
Tony Vizza brings extensive expertise in IT, cybersecurity, privacy and law. He has over 20 years of global experience in information security and risk strategy development, implementation and management. Tony engages with organisations on cybersecurity challenges, strategies and change management...
Rutland Smith, Director of Harvey Norman Technology for Business,
Harvey Norman
Rutland Smith is the director of Harvey Norman Technology for Business and has worked in the IT industry for over 30 years, including stints at both IBM and Apple. Rutland Smith is a seasoned business professional with a distinguished track record of delivering outstanding results across various...
Melissa Foote, Chief Executive Officer/Managing Director,
Bloom 8 Global
Melissa Foote is a Non-Executive-Director of the Institute of Certified Bookkeepers and the Managing Director of her practice and educational businesses, Bloom 8 Global & Melfoote.com.au. As an accomplished entrepreneur, she built a successful accounting and bookkeeping practice as well as a...
Faith Natividad, Chief Heart Officer,
Digital Offshoring Philippines
Having almost 15 years of experience, Faith Natividad has exemplified the real sense of resilience, grit, perseverance and being a trailblazer. Under her belt, she has extensive experiences from various industries such as global outsourcing, headhunting, corporate...
Dale Crosby, Director,
CPD For Accountants
Over the past 20 years, Dale has worked with over 3,000 accounting and advisory firms in a consulting and training capacity. He has an extensive knowledge of professional firms and the factors involved in achieving positive change. He has written articles and ebooks for industry suppliers and...
Peter Nicholson, Director,
PKF
Peter is an accomplished debt professional, with over 30 years’ experience in banking & finance and several years’ operating his own debt advisory and finance broking business. He has worked closely with small, mid-sized and large businesses in a wide variety of industries, including business...
Kelvin Deer, Director ABN,
Australian Bookkeepers Network
Kelvin is one of the founding principals of Australian Bookkeepers Network (ABN) and has been a Certified Practicing Accountant for over 25 years. Kelvin is passionate about business development and providing innovative learning and training to the bookkeeping industry. He plays an active role in...
Hank de Jonge, Executive Director,
de Jonge Read
Facing insurmountable business debts during the immediate aftermath of September 11, 2001, Hank de Jonge urgently sought direct advice on managing his own financial crisis. While Hank had a highly capable lawyer and accountant, neither had the specialized knowledge in insolvency that he needed to...
Peter Adams, Founder & Chief Executive Officer,
Augmentors
Peter has more than 28 years experience as a tax professional. He has worked in senior tax roles in both the profession and commerce having started his career with KPMG and PricewaterhouseCoopers before moving on to become Head of Tax for BNP-Paribas (Australia and New Zealand) and subsequently...
Heather Smith, Founder,
ANISE Consulting
Heather Smith is obsessed with how effective automation and integration can produce timely clean data, to surface information for brave, fast data-informed decision making. She’s implemented systems, processes, and training for hundreds of businesses, resulting in improved financial management and...
Kylie Parker, Director,
Lotus Accountants
Kylie Parker is a Chartered Accountant, Director of Lotus Accountants, Lotus Home, author of Planning Plan B and Business Manager of ONEWORLD Charters. With extensive experience in the Film and Television Industry, providing Family Office services and working with Foreign subsidiaries her and the...
Trent Yesberg, Director,
Regional Business Services
Trent Yesberg is the Director of Regional Business Services in Townsville, and also owns Yes Property and Finance – a Business focussed Real Estate and Business Broker. His career covers Commercial Banking & Finance Broking, BAS Agent, Training and Consulting and Business Real Estate...
Alistair Marshall, Director,
Professional Services BD
Alistair Marshall has helped leading law firms, accountancy practices, retail banks and household name corporates attract new clients and win more new, profitable business for more than 30 years. His delivery is entertaining, energetic, engaging and inspires people to use his thought leading ...
Sue Rosen, Founder,
Sue Rosen Executive Coaching
Sue is an accredited executive coach, with extensive experience coaching finance professionals to be courageous, compassionate, and curious leaders, motivated by purpose, and living fulfilling lives. Prior to her career as a speaker, coach and facilitator, Sue had many years’ experience in senior...
Peter Thorp, Director ABN,
Australian Bookkeepers Network
Peter is one of the founding principals of Australian Bookkeepers Network (ABN) and has been a Chartered Accountant for over 30 years. As a foundation principal of ABN Peter was integral to setting its strategic direction as well as the formation of consultative lines with government. Government...
Annie Haggar, Principal,
Cyber GC
As every business around Australia realised they could be next to face a cyber attack, Annie Haggar, Cyber GC’s principal and founder, saw a need for specialised cybersecurity legal advice for the Australian business community. As a multi-award winning and experienced in-house lawyer herself, Annie ...
Vaibhav Jain, Co-Founder & Director – Strategy & Growth,
Global FPO
Vaibhav Jain is the Co-Founder & Director – Strategy & Growth at Global FPO, with over 25 years of expertise and experience in Strategic Consulting, Outsourcing, Co-sourcing & Offshoring industry. His passion for revolutionizing the outsourcing, education & technology industry led...
Nick Bhalla, Director,
NextGen
Nick Bhalla is a Chartered Accountant and the Managing Director of Accounts NextGen, with over 20 years of experience in the industry. He is passionate about using technology to drive innovation and improve the lives of business owners and accounting professionals. At NextGen, he leads a team that...
Joanne Neo, Senior Tax Adviser and Educator,
KF & Associates Pty Ltd
Joanne has been working in the accounting industry for many years. Her first job was working as an Auditor in Singapore and from mid 20s to late 20s and then working as a CFO and Senior Tax Accountant in New York and California before moving to Australia. In Australia, Joanne works in public...
Tamara-Lee Beveridge, BAS & ASIC Agent and Owner,
BizCore 360
Tamara-Lee is the Owner and Founder of BizCore 360, a 100% Xero practice, BAS Agent, ASIC Agent, an Australian Bookkeepers Network Leader in Tasmania, and Certified Xero Practice Silver Partner. Winner of “Women in Finance Australian Bookkeeper of the Year” Award 2020 & 2021, and “Australian...
Nicole Lynch, Co-Founder and Senior Client Wrangler,
Streamline Management
Nicole has worked closely with countless businesses from differing industries since the late 90s – that’s a lifetime of experience in bookkeeping!Nicole is our Xero wizard and loves helping small businesses make the switch from desktop to the cloud using connected business apps, she has extensive...
Julianna Nagy, Owner Founder,
Horizon Accounts
Julianna is a qualified accountant, a registered BAS agent and certified payroll specialist. She studied economics and international marketing at university then finance and accounting as a post graduate in Europe.She specialised in accounting and payroll, gained the necessary qualifications and...
Trent Yesberg, Director,
Regional Business Services
Trent Yesberg is the Director of Regional Business Services in Townsville, and also owns Yes Property and Finance – a Business focussed Real Estate and Business Broker. His career covers Commercial Banking & Finance Broking, BAS Agent, Training and Consulting and Business Real Estate...
Tony Vizza, Executive Director,
KordaMentha
Tony Vizza brings extensive expertise in IT, cybersecurity, privacy and law. He has over 20 years of global experience in information security and risk strategy development, implementation and management. Tony engages with organisations on cybersecurity challenges, strategies and change management...
Meryl Johnston, Founder,
Bean Ninjas and host of The Lifestyle Accountant Show
Meryl Johnston, founder and CEO of Bean Ninjas, and host of The Lifestyle Accountant Show a podcast that helps today’s accounting firm leaders build successful businesses while living healthy, happy lives.
Craig Allen, CEO and Founder,
The Remote Accountant and Craig Allen & Associates
Craig Allen is a multi-faceted accountant and business consultant with over 30 years of experience. He started his public practice, Craig Allen & Associates, in 1988. As one of the original groups of reviewers for CPA Australia’s quality assurance program, he now helps accounting firms meet...
Nigel Gates, ANZ Sales Director,
JCurve Solutions
Nigel Gates is the ANZ Sales Director at Jcurve Solutions, a global NetSuite partner. He has extensive experience in delivering transformative ERP solutions to a diverse clientele, from SMBs to Enterprises. With a background in technology and cloud computing, Nigel has been instrumental in cloud...
Mark Holton, Director,
Smithink Advisory
Mark Holton has more than 30 years’ experience as an Accountant and Tax Agent in practice. Mark has developed specialised skills in corporate presentations and training with extensive experience in Australia, New Zealand, United Kingdom and Canada. He is also a respected consultant in taxation and ...
Kylie Chown, Director,
My Digital Brand
Kylie is a Social Media Trainer, Facilitator and Strategist. She is Australia's first Certified Social Media Crisis Advisor and founder of My Digital Brand, helping professionals, businesses and corporates create a world-class digital brand. Having worked with thousands of businesses and...
Joe Boyd, Outsourced Chief Financial Officer & Non Executive Director,
Boyd Business Advisory
Currently I run my own Virtual CFO business called Boyd Business Advisory after a career break. I spent the previous 13 years from 2009 as co-owner and Director running a Virtual CFO business which I successfully exited via a trade sale in 2022. My experience is primarily in the non-listed private...
Michelle Kvello, Founder and Chief Financial Officer,
Lantern Partners
Michelle Kvello is a Chartered Accountant (ICAEW) and also holds her Masters of Applied Finance (Kaplan). She trained at PwC in London before moving into commercial roles at blue chip companies such as Reuters, Foxtel and Yahoo!7. She founded Lantern Partners in 2011 and specialises in helping fast ...
David Dillon, President,
Virtual CFO Association of Australia
David is a Fellow Chartered Accountant and FCPA with over 30 years of experience, also holding an MBA from Deakin University. He is the President of the Association of Virtual CFO’s and has authored 2 business books 3-Levers, The Essential Guide to Increasing Profit$ and Profit Metrics. David...
Ashlee Le Roux, Chief Operating Officer,
Access Intell
Ashlee Le Roux possesses extensive experience in the financial services industry where she previously held diverse management positions. She began specialising in the PPSR in 2013 and since then has developed a deep understanding of integrations and the processing mechanics of the government’s...
Dale Crosby, Director,
CPD For Accountants
Over the past 20 years, Dale has worked with over 3,000 accounting and advisory firms in a consulting and training capacity. He has an extensive knowledge of professional firms and the factors involved in achieving positive change. He has written articles and ebooks for industry suppliers and...
Chris Wheatley, Director,
Scope Accounting
Chris’ clients are confident in reaching their goals in business and life because he takes the time to provide personalised advice for real people. He often collaborates with his strong network of lawyers, bookkeepers, mortgage brokers, real estate agents and even marketers to provide solutions for ...
Kayla Russell, Practice and Business Services Manager ,
Palfreyman Chartered Accountant
Kayla is a Chartered Accountant who has worked in public practice for over 9 years. She is a 5-time national award winner including the 2021 Australian Accounting Awards, Mentor of the Year and the 2021 30 Under 30 Awards, Wellness Advocate of the Year. In 2021 she was also named by InsightsSuccess ...
David Francis, General Manager for Accountants Group,
The Access Group
For the last 10 years Dave has been working with the biggest and best Accounting Firms in Australia and New Zealand as the General Manager of APS. Dave is delighted to now continue the journey as the General Manager of the Access Accountants Group APAC.
Simone Palfreyman, Principal,
Palfreyman Chartered Accountant
Simone is a nationally recognised small business advisor, principal and thought leader. She was recognised as Public Accountant of the Year in the 2020 Australian Accounting Awards and Accountant of the Year in the 2019 Women in Finance Awards. Simone was also awarded the Overall Excellence Award...
Victoria Maurer, Founder & Coach,
The Balanced Corporate Coaching & Consulting
With more than a decade in Financial Services at PwC in New York and Sydney, and a certification in holistic health and mindset coaching, I understand how challenging it is to consistently make well-being a priority. I’ve developed a holistic approach to balance that worked for me, works for my...
Kerrie Jarius, Director,
Australian Bookkeepers Association
Kerrie Jarius is a registered practising BAS Agent and is a passionate advocate of the bookkeeping industry. As a co-founding director of the Australian Bookkeepers Association Kerrie is involved in representation of BAS Agents to the Australian Taxation Office and is currently the co-chair of...
Melissa Foote, Chief Executive Officer/Managing Director,
Bloom 8 Global
Melissa Foote is a Non-Executive-Director of the Institute of Certified Bookkeepers and the Managing Director of her practice and educational businesses, Bloom 8 Global & Melfoote.com.au. As an accomplished entrepreneur, she built a successful accounting and bookkeeping practice as well as a...
Kelly Berger, Director,
Business Simplicity and Bookkeepers Support
Kelly Berger is no stranger to small business. She has over 10 years’ experience in bookkeeping and management accounting across different business sectors. Kelly is the owner of 4 businesses which means she gets ‘small business’. She also founded the largest Australian Facebook Group dedicated to ...
Michele Grisdale, Founder,
Rainforest Bookkeeping
Michele Grisdale is the founder of Rainforest Bookkeeping on the Central Coast of NSW. She is a sole practitioner, member of the Xero Partner Advisory Council, member BAS Agent Advisory Group and a Fellow of the Institute of Certified Bookkeepers. Her practice has been 100% cloud-based for over...
Simon Kaleski, Finance Executive,
Financial Stewardship, Leadership, Risk Management
Simon is a Fellow of CPA Australia and is highly accomplished and commercially astute executive with a wealth of experience in several industries. With a strong background in financial stewardship, effective communication, people leadership, strategic development, corporate and board...
Simon Kaleski, Finance Executive,
Financial Stewardship, Leadership, Risk Management
Simon is a Fellow of CPA Australia and is highly accomplished and commercially astute executive with a wealth of experience in several industries. With a strong background in financial stewardship, effective communication, people leadership, strategic development, corporate and board...
Stephen Koukoulas, Managing Director,
Market Economics
Few economists have both the global and local experience of Stephen Koukoulas. He is an economic thought leader in his role with his business, Market Economics.Stephen is often driving the debate on housing, consumer spending, investment strategies, interest rates and budget policy. He does this by ...
Merriden Varrall, Partner, Geopolitics,
KPMG
Dr Merriden Varrall heads up the Australia Geopolitics Hub at KPMG, where she helps business understand and navigate the complex global geopolitical environment. She provides business-relevant insights into global, regional and local geopolitical trends and works with clients to develop strategies...
Stephen Koukoulas, Managing Director,
Market Economics
Few economists have both the global and local experience of Stephen Koukoulas. He is an economic thought leader in his role with his business, Market Economics.Stephen is often driving the debate on housing, consumer spending, investment strategies, interest rates and budget policy. He does this by ...
Merriden Varrall, Partner, Geopolitics,
KPMG
Dr Merriden Varrall heads up the Australia Geopolitics Hub at KPMG, where she helps business understand and navigate the complex global geopolitical environment. She provides business-relevant insights into global, regional and local geopolitical trends and works with clients to develop strategies...
Greg Valles, Managing Director,
Valles Accountants
Greg Valles, Managing Director of Valles Accountants. Valles Accountants includes a team of Chartered Accountants by profession, active crypto investors and true believers in the future of public blockchains. We have been involved in the cryptocurrency space since late 2015 and have endured the...
Darin Tyson-Chan, Publisher, Editor,
Benchmark Media
Darin is the founder and publisher of Benchmark Media, an independent publishing house whose mastheads include selfmanagedsuper, smstrusteenews, and financialobserver. He has been covering the financial services space since 2004 and in this time he has worked for a variety of trade publications...
Dimitrios Salampasis, FinTech Capability Leader and Senior Lecturer,
Swinburne University of Technology
Dr Dimitrios Salampasis is an award-winning global thought leader, educator, and researcher, passionate about FinTech, global affairs, sustainability, and exponential technologies nexus. Dimitrios publishes in international journals and books, is a sought-after keynote speaker with a strong...
Kerrie Jarius, Director,
Australian Bookkeepers Association
Kerrie Jarius is a registered practising BAS Agent and is a passionate advocate of the bookkeeping industry. As a co-founding director of the Australian Bookkeepers Association Kerrie is involved in representation of BAS Agents to the Australian Taxation Office and is currently the co-chair of...
Lee Eaton, National Head of Business Development,
Independent Reserve
Lee Eaton - National Head of Business Development Lee has 15 years’ experience working across the entire spectrum of business development activities and wealth management. Lee became involved in the crypto-economy in 2017 through Bitcoin mining before joining Independent Reserve to head up the...
Robert Klaric, Founder,
Klaric Partners Property Consultants International
Robert Klaric, is the CEO & Founder of highly successful ‘The Property Expert International’ Advisory and Advocacy service. Robert’s extensive 35 year career has left him widely recognised among the Industry elite for a number of performance awards including several area record sales. He is a...
Alee Cochrane, Director,
Total Bookkeeping And Business Solutions
Alee is the Director and Owner of Total Bookkeeping & Business Solutions, a business providing Bookkeeping, Outsourced CFO & Business solutions for small to medium sized businesses. For the last 5 years, Alee has been acknowledged as one of Insightful Accountant’s “Top 100 Pro-Advisors...
Meryl Johnston, Founder,
Bean Ninjas and host of The Lifestyle Accountant Show
Meryl Johnston, founder and CEO of Bean Ninjas, and host of The Lifestyle Accountant Show a podcast that helps today’s accounting firm leaders build successful businesses while living healthy, happy lives.
James Carey, Director,
Prime Partners
James works with businesses from start-ups to large well established enterprises. He specialises in tax and business advice for start ups and founders including; Employee Share Schemes, Structuring, capital raising, ESIC and R&D tax incentives.
Inbal Rodnay, Chief Executive Officer,
Theory and Motion
Inbal is a technology strategist with deep experience in compliance automation, most recently as Head of Innovation and Technology at BlueRock. With a background as a software developer, entrepreneur, and technology lead at accounting firms, Inbal specialises in the development of effective...
Jackson Burnie, Director, ANZ Country Leader,
Sustain.Life
Jackson Burnie is an accomplished leader with an impressive 16-year track record. He currently spearheads the Strategic Global Markets at Sustain.Life, applying his distinct proficiency to revolutionize go-to-market strategies and drive robust revenue growth. His initiatives have enabled...
Benjamin Celermajer, Director,
Magnet Capital
Benjamin Celermajer is the co-founder and CIO of Magnet Capital, an institutional asset manager based in Sydney. Benjamin has 7 years experience in digital asset investingand was the former Index Product Manager at Coin Metrics, having started his career at Deloitte, he holds an MBA from the...
Susan O’Connor, Principal,
Susan O’Connor Accounting
Susan started her own successful accounting practice in 2016 and in only 6 short years has achieved some major milestones. Her accounting practice was profitable in the first year and she now teaches others how they can start a successful accounting practice. She won the top industry award being...
John Winter, Chief Executive Officer,
ARITA - Australian Restructuring Insolvency & Turnaround Association
John took on the role of CEO of the Australian Restructuring Insolvency and Turnaround Association in February 2014. Since taking on the role of CEO, John has led the restructuring of ARITA to become a financially sustainable and commercially run organisation. He has led a complete overhaul of the...
Myreeann Tchopourian, Founder & Managing Director,
Chisholm Business Services
I am the founder and Managing Director of our company - Chisholm Business Services Pty Ltd. This company evolved from Chisholm Bookkeeping Services which we started in 2004, when I realised that bookkeeping really was something I was going to be doing for the rest of my working life. So as well as ...
Michele Grisdale, Founder,
Rainforest Bookkeeping
Michele Grisdale is the founder of Rainforest Bookkeeping on the Central Coast of NSW. She is a sole practitioner, member of the Xero Partner Advisory Council, member BAS Agent Advisory Group and a Fellow of the Institute of Certified Bookkeepers. Her practice has been 100% cloud-based for over...
Amanda White, Associate Professor - Accounting Department,
UTS Business School
Professor Amanda White is the Deputy Associate Dean Education (Learner Experience) at the UTS Business School and has been teaching accounting at the university level for almost two decades. She has been recognised nationally for her excellence in higher education and has encouraged students to...
Simon Richards, Director, Information and Assistance,
ASBFEO
Simon is the Director of Information and Assistance at the Australian Small Business and Family Enterprise Ombudsman. He is passionate about helping small and family businesses prevent and resolve disputes and has a particular expertise in focussing disputing parties on their long term interests...
Rick Taylor, Co Founder,
Onestop CPE
With over three decades of unwavering dedication to the finance and banking sectors, Rick Taylor is a beacon of IT expertise. His career spans the continents of Europe, Asia, and Australasia, offering a global perspective on the intricate interplay between technology and finance. Rick's passion ...
Electra Frost, Director,
Electrafi
Principal Accountant and Adviser, Electra Frost, 20+ years in professional practice and business.
Specialists for arts and entertainment, retail, technology driven businesses and Internationals.
Putting Bitcoin on the Balance Sheet since 2014
Electra is actively involved in Web3 and applied...
Natalia Clack, Director,
Easy Super
Natalia Clack, the esteemed Founder and Director of Easy Super, has dedicated her career to helping clients empower their wealth creation journey through Self Managed Super Funds (SMSF). Natalia has extensive experience in solving complex SMSF problems for her clients. She often partners with...
Hank de Jonge, Executive Director,
de Jonge Read
Facing insurmountable business debts during the immediate aftermath of September 11, 2001, Hank de Jonge urgently sought direct advice on managing his own financial crisis. While Hank had a highly capable lawyer and accountant, neither had the specialized knowledge in insolvency that he needed to...
Athena Koelmeyer, Managing Director,
Workplace Law
Athena Koelmeyer is the Principal and Director of Workplace Law. Since its inception in 2003, Athena has worked at Workplace Law, becoming Principal in 2010. Under Athena’s direction, Workplace Law provides timely, relevant advice and assistance and promotes its view that there is no substitute for ...
Anna Rogers, Manager, Commercial Sales ESB,
DocuSign
As Commercial Manager of Emerging Business and Small Business at DocuSign, Anna leads a team across the ANZ region that supports small businesses throughout their digital transformation journey. Anna is passionate about connecting small businesses with cloud and platform solutions that propel them...
Oliver Woodbridge, Director,
Tax On Chain
Oliver Woodbridge is a Director at Tax On Chain, an accounting firm specialising in crypto and digital assets. Passionate about the crypto ecosystem since 2017, Oliver has developed a deep understanding of the accounting and tax complexities that arise when utilising blockchain technology and his...
Grant Abbott, Director,
LightYear Docs
Grant Abbott has a Bachelor of Economics and a Masters of Laws specialising in Taxation and Superannuation. He has written five books on self-managed superannuation funds and estate planning. He is currently Chairman of the Succession, Asset Protection and Estate Planning Advisers Association...
Brett Goodyer, CEO and Founder,
Business Valuations Online
Brett is the Managing Director of Business Valuations Online, a Fellow of CPA Australia and an expert in valuing businesses and communicating the complexities of value to non-experts. Beginning his career in 1993 as a systems accountant before moving into audit and forensic accounting, he honed his ...
Heather Smith, Founder,
ANISE Consulting
Heather Smith is obsessed with how effective automation and integration can produce timely clean data, to surface information for brave, fast data-informed decision making. She’s implemented systems, processes, and training for hundreds of businesses, resulting in improved financial management and...
James Carey, Director,
Prime Partners
James works with businesses from start-ups to large well established enterprises. He specialises in tax and business advice for start ups and founders including; Employee Share Schemes, Structuring, capital raising, ESIC and R&D tax incentives.
Kevin Frohbus, Partner, Advisory, IFRS and Corporate Reporting,
BDO
An Advisory Partner with over 25 years’ experience in accounting advisory, corporate reporting consulting, and now encompassing Sustainability (ESG) Reporting. Working with CFOs and finance teams across a range of industries. Helping to navigate a corporate reporting landscape that is characterised ...
Brett Goodyer, CEO and Founder,
Business Valuations Online
Brett is the Managing Director of Business Valuations Online, a Fellow of CPA Australia and an expert in valuing businesses and communicating the complexities of value to non-experts. Beginning his career in 1993 as a systems accountant before moving into audit and forensic accounting, he honed his ...
Mailene Wheeler, Director - Superannuation Advisory,
Vincents Chartered Accountants
Mailene specialises in all aspects of Self-Managed Superannuation Funds (SMSFs). She is a Chartered Accountant and SMSF Specialist Adviser (SMSFA) with over 20 years’ experience in superannuation and business advisory for SMEs. Mailene is an active committee member on the Queensland chapter of...
Tamara-Lee Beveridge, BAS & ASIC Agent and Owner,
BizCore 360
Tamara-Lee is the Owner and Founder of BizCore 360, a 100% Xero practice, BAS Agent, ASIC Agent, an Australian Bookkeepers Network Leader in Tasmania, and Certified Xero Practice Silver Partner. Winner of “Women in Finance Australian Bookkeeper of the Year” Award 2020 & 2021, and “Australian...
Martine Hoosen, Founder/Chief Executive Officer,
Bookwiz
Martine is a multi-award winning bookkeeper, business owner, and mentor. Alongside operating a thriving bookkeeping practice, Martine also mentors, educates and supports others in developing successful bookkeeping and accounting practices of their own. Through Bookwiz Academy, Martine shares the...
Inbal Rodnay, Chief Executive Officer,
Theory and Motion
Inbal is a technology strategist with deep experience in compliance automation, most recently as Head of Innovation and Technology at BlueRock. With a background as a software developer, entrepreneur, and technology lead at accounting firms, Inbal specialises in the development of effective...
Lee Eaton, National Head of Business Development,
Independent Reserve
Lee Eaton - National Head of Business Development Lee has 15 years’ experience working across the entire spectrum of business development activities and wealth management. Lee became involved in the crypto-economy in 2017 through Bitcoin mining before joining Independent Reserve to head up the...
Daniel Surjenko, Partner, ASIC Registered SMSF Auditor,
Superannuation Audit Services
Founded in 1996 and since day one being an SMSF Audit-only fully independent Superannuation Audit Services Pty Ltd is close to, or possibly even, The oldest SMSF audit only Independent firm providing consistently industry best service for 27 years. Daniel Surjenko joined as Partner in 2007 and was...
Stacie Shaw, Partner,
PKF Newcastle & Sydney
Is your business profitable (now) and valuable (ready for your exit)? How dependant is it on key individuals – including you, or the owner? Systems and processes allow scale, profitability and value whilst maintaining consistency and quality – and lift the weight off key individuals. This is...
Brendan Allen, Manager, Key Accounts,
Ignition
Brendan is the Manager of the Key Accounts team at Ignition. He is passionate about helping accounting professionals make the most of technology and has ample experience working with cloud software. Over the last few years, Brendan has helped Ignition customers refine their internal processes with ...
Neville Woller, CEO & Founder,
Zudello
Neville has successfully founded 3 software businesses in the Accounting Software sector. Neville has over 10 years experience in conceptualising and designing innovative solutions using the latest AI, Machine Learning and Cognitive Recognition technologies.
Greg Valles, Managing Director,
Valles Accountants
Greg Valles, Managing Director of Valles Accountants. Valles Accountants includes a team of Chartered Accountants by profession, active crypto investors and true believers in the future of public blockchains. We have been involved in the cryptocurrency space since late 2015 and have endured the...
Harrison Dell, Director,
Cadena Legal
Harrison is the founder and director of Cadena. He advises across all Australian taxes, commercial law and international taxes with a strong focus on crypto assets and technology businesses. Clients describe him as a rare breed of lawyer who is both creative and practical. Harrison’s client base...
Darin Tyson-Chan, Publisher, Editor,
Benchmark Media
Darin is the founder and publisher of Benchmark Media, an independent publishing house whose mastheads include selfmanagedsuper, smstrusteenews, and financialobserver. He has been covering the financial services space since 2004 and in this time he has worked for a variety of trade publications...
Susan O’Connor, Principal,
Susan O’Connor Accounting
Susan started her own successful accounting practice in 2016 and in only 6 short years has achieved some major milestones. Her accounting practice was profitable in the first year and she now teaches others how they can start a successful accounting practice. She won the top industry award being...
Mailene Wheeler, Director - Superannuation Advisory,
Vincents Chartered Accountants
Mailene specialises in all aspects of Self-Managed Superannuation Funds (SMSFs). She is a Chartered Accountant and SMSF Specialist Adviser (SMSFA) with over 20 years’ experience in superannuation and business advisory for SMEs. Mailene is an active committee member on the Queensland chapter of...
Tan Teng Boo, Managing Director,
Capital Dynamics (Aust) Ltd
Tan Teng Boo is an experienced managing director and fund manager with over 5 decades of investment experience. His regional and global fund management capabilities, as well as Capital Dynamics' global presence in Sydney, Hong Kong, Singapore, Shanghai, and Kuala Lumpur, have allowed him to be...
Grant Abbott, Director,
LightYear Docs
Grant Abbott has a Bachelor of Economics and a Masters of Laws specialising in Taxation and Superannuation. He has written five books on self-managed superannuation funds and estate planning. He is currently Chairman of the Succession, Asset Protection and Estate Planning Advisers Association...
Rahat Munir, Head - Department of Accounting and Corporate Governance,
Macquarie Business School
Professor Rahat Munir is the Head of the Department of Accounting and Corporate Governance at Macquarie University, Sydney, Australia. With over 30 years of experience, he has been instrumental in leading organisational development and change projects. He is internationally renowned for his...
John Waterworth, Managing Director, Australia,
Valenta AI
As Managing Director of Valenta, Australia, John is focused on helping businesses achieve sustainable, profitable growth through embracing technology and digital transformation. Valenta provides optimised consumption models to allow Accountant's of all sizes to profitably use technology...
Katherine Christ, Senior Lecturer UniSA Business,
University of South Australia
Dr Katherine Christ is a Senior Lecturer in Accounting in UniSA Business. She is an expert in accounting for modern slavery risk and modern slavery risk management in business operations and supply chains. She is the founder of the recently formed South Australian Modern Slavery Research and...
Lez Yeoh, CEO & Co-Founder,
Clevero
Lez Yeoh is Co-founder and CEO of Clevero, an innovative low-code business management platform that brings all business software needs under one roof. A serial entrepreneur, Lez has more than 20 years experience delivering high quality digital solutions to businesses across the APAC region.
Rahat Munir, Head - Department of Accounting and Corporate Governance,
Macquarie Business School
Professor Rahat Munir is the Head of the Department of Accounting and Corporate Governance at Macquarie University, Sydney, Australia. With over 30 years of experience, he has been instrumental in leading organisational development and change projects. He is internationally renowned for his...
Heather Smith, Founder,
ANISE Consulting
Heather Smith is obsessed with how effective automation and integration can produce timely clean data, to surface information for brave, fast data-informed decision making. She’s implemented systems, processes, and training for hundreds of businesses, resulting in improved financial management and...
Tina Mathams, Director / Accountant,
Diverse Accountants
Tina is founder and director of neurodivergent-specialist accounting firm Diverse Accountants. Her firm was created from a demand from neurodivergent individuals and business owners wanting an Accountant they can feel safe to be themselves with, and someone who will understand their brain and how...
Melissa Foote, Chief Executive Officer/Managing Director,
Bloom 8 Global
Melissa Foote is a Non-Executive-Director of the Institute of Certified Bookkeepers and the Managing Director of her practice and educational businesses, Bloom 8 Global & Melfoote.com.au. As an accomplished entrepreneur, she built a successful accounting and bookkeeping practice as well as a...
Tony Zulli, Chief Operating Officer and Director,
CrowdProperty Australia
Tony Zulli is COO and director of CrowdProperty. A senior business leader, founder, company director and Responsible Manager with over 30 years’ experience in the Australian financial services sector and a proven ability to originate, build and grow businesses. Tony has a wealth of experience...
Joyce Ong, Cofounder,
Tax Nuggets Academy
Joyce is the CEO and Co-Founder of Tax Nuggets Academy, whose mission is to eradicate ‘Death by Powerpoint’, starting with the professional services industry in Australia. Featured as a Top 20 Future Leader by CA ANZ, Joyce is a regular keynote speaker at industry events, and is also highly...
Anand Tamboli, Author and Professional Speaker,
Anand Tamboli
Anand is an award-winning author, innovator, filmmaker, and futurist.Over the past 22 years, Anand has extensively worked with several Fortune 500 companies, nearly 500+ small businesses, and entrepreneurs worldwide as a speaker, advisor, or consultant. He was an innovation mentor for prestigious...
