Accounting Business Expo 2020 Agenda

 

Sydney, 16 - 17 November 2020

Schedule

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Nov 1608:50
Conference pass

Official Opening

Keynotes
Linh Le, Event Director & National Account Manager - Accounting Business Expo, Terrapinn Australia
Nov 1609:00
Conference pass

Business And Politics - The Next 10 Years

Keynotes
New political movements in the UK, the US and much of Europe have overturned the status quo, mostly moving to the right. Xi Jinping’s China is exerting its might with the Belt and Road initiative and other projects. Business leaders are weighing into public conversations on the limits of free speech and climate change. What does leadership look like in the next decade?
  • Will business leaders and businesses become advocates for political causes and not just profits?
  • How will political parties revitalise trust with constituents when technology is outpacing governance?
  • Will the era of trillion dollar companies drive Australia towards lesser equality in wealth?
Interviewee: The Hon Nick Greiner, Federal President, Australian Liberal Party
Interviewer: Julian Morrow, Managing director, Giant Dwarf
Nov 1609:00
Conference pass

"The Times They Are A-Changin” – Now More Than Ever It's 'The Time' To Digitise Your Business Processes

Tech Talks
This song truly encapsulates this crazy year - such a time of change that has been brought upon us by the Coronavirus.This session is for businesses who know that automation and digitisation is now more than ever essential for a business to succeed.Join Sharon Nouh, CEO/Founder of expensemanager as she discusses how a digital process and automation can:
  • Reduce costs by eliminating manual effort and transform business processes to be as efficient and effective as possible
  • Support a WFH workforce and maintain high levels of customer service
  • Mitigating the increasing rate of business fraud
  • Hyper automation - what it is, why it's important for a best-in-class digital process
Sharon Nouh, CEO, expensemanager
Session led by: expensemanager
Nov 1609:00
Conference pass

5 Ways Castaway Can Help You

Tech Talks
Learn how Castaway Forecasting, the most powerful forecast budgeting tool in the world, can help you save hours in your budgeting process.In this session, you will learn:
  • About some of the key features within Castaway
  • How you can speed up your month-end reporting process
  • How Castaway consolidates multiple files
Cynthia Ong, Castaway Consultant, Castaway Forecasting
Session led by: castaway-forecasting
Nov 1609:00
Conference pass

6 Steps To Getting Any Client To Accept Your Tax Advice

Tech Talks
Learn how to automate the 4 stages of tax advice with ChangeGPS’s Tax Plan Plus.
  1. TELL your client what you plan to do
  2. FORECAST group profit
  3. CREATE a base scenario
  4. AUTOMATE tax strategy recommendations
  5. MODEL distribution plans
  6. PROVE tax savings to your client
By the end of this session, you will have the confidence to charge for and spend lesstime on tax advice.
Timothy Munro, CEO Founder, ChangeGPS
David Boyar, Chief Executive Officer, ChangeGPS
Session led by: changegps
Nov 1609:00
Conference pass

A Guide To Giving Your Clients A Fresh Financial Start Post-COVID-19

Tech Talks
Lanyana Financial Group exists to support Australian individuals and businesses who are in financial hardship with tailored debt management and lending solutions. Lanyana Financial Group CEO, Shane Edwards, will provide an overview on how COVID-19 has affected Australians financially and what options are available to assist your clients - both individuals and businesses - through these uncertain times.
Shane Edwards, Chief Executive Officer, Lanyana Financial Group
Session led by: lanyana-financial-group
Nov 1609:00
Conference pass

A TaxBanter Taster – Samples Of TaxBanter’s Industry Leading CPD Training

Tech Talks
A “tech talk” in the most literal sense, showcasing the knowledge of some of our expert tax trainers with extracts from four TaxBanter training sessions – Federal Budget 2020-21; a tax update, and two special topics. Experience the quality of a TaxBanter training session.Learning Outcomes:
  • Gain insight into the value of TaxBanter training for your staff.
  • Contact our team to discuss your firm’s training needs.
Michael Messner, TaxBanter Pty Limited
Debbie Ghuliani, TaxBanter Pty Limited
Neil Jones, Director & Senior Tax Trainer, TaxBanter Pty Limited
Lee-Ann Hayes, Senior Tax Trainer, TaxBanter Pty Limited
Session led by: taxbanter
Nov 1609:00
Conference pass

Accelerating Your Business with DocuSign

Tech Talks
Discover how to accelerate your business using the DocuSign and CAS 360 integration.
Garret Terrien, Account Executive, DocuSign
Session led by: docusign
Nov 1609:00
Conference pass

An Integrated And Automated SMSF Workflow

Tech Talks
  • See the various SMSF workflow scenariosand where Cloudoffis fits in and supports in-house or external processes
  • How Cloudoffis integrates with Class and BGL to become your administration, workflow & workpaper automation tool - from end of year processes, referencing, reviews, queries, signoff, and transfer to audit
  • Demonstration of the powerful workflow dashboard with entire stakeholder, job, and query management
  • For firms looking to outsource, see how Cloudoffis drastically increases efficiency and helps with business continuity in the audit department
Clint Estavilla, Head of Sales, Cloudoffis
Session led by: cloudoffis
Nov 1609:00
Conference pass

ATOmate: The Ultimate ATO Document Automation

Tech Talks
  • Discover how easy it is to automate the processing of ATO documents
  • Discover how to cut administration time by 90% so you can focus on your customer and client
  • Find out how to get your team to love you for automating time consuming tasks
Stan Corner, CEO, Business Automation Works
Session led by: atomate-powered-by-business-automation-works
Nov 1609:00
Conference pass

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

Tech Talks
  • Discover how a modular approach can personalise the cloud accounting experience
  • Learn how IPA Books+ enables collaboration and promotes improved productivity
  • Understand how you can adhere to mandatory ATO requirements like Single Touch Payroll (STP)
Tristan Daniell, Business Development Manager, IPA Books+
Session led by: reckon
Nov 1609:00
Conference pass

Bring Joy + Simplicity To Client Engagement/Advisory

Tech Talks
The co-founders provide a fun exposé on how they created Zivora to help the economy grow faster through superior Virtual CFO automated visual insights.
  • Why Zivora's no-nonsense fun tool, to engage small business in their own financial story, is a winner
  • What is Zivora.co and how it's simplifying the Accountant/Bookkeeper role in the Virtual CFO/Advisory/Automated Insights area?
  • How accountants can save time and improve communications with Zivora's inbuilt chat/commentary function
Prasanna Nagar, Co-Founder, Zivora
Wayne Zwar, Co-Founder, Zivora
Session led by: zivora
Nov 1609:00
Conference pass

Business Failure – Director’s Home At Risk. Not Necessarily!

Tech Talks
See the difference quality pre-insolvency advice can make for a person in financial distress! Thankfully, with quality advice clients can often retain the family home and cause minimal interruption to family life. A real-life case study will demonstrate how different the outcome can be when you get the right advice. In this case two brothers faced identical challenges, but the outcomes were radically different.
  • Learn the importance of recording personal guarantees your clients have signed
  • Understand the implications of ATO debt for directors
  • Find out how to retain the family home in a worst-case scenario
Ross Cullen, Business Development Manager, de Jonge Read
Session led by: de-jonge-read
Nov 1609:00
Conference pass

CCH iFirm Practice Manager And Document Vault

Tech Talks
With CCH iFirm Practice Manager you will benefit from efficiency and visibility from the first cloud-based practice management platform in Australia. Easy job allocation and an impressive toolkit and reporting leads to transparency and accountability throughout your practice. The new CCH iFirm Document Vault brings all your hard and soft copy documents together into one single, easily accessible location.
Tim Higgs, Technical Solutions Manager, Wolters Kluwer
Session led by: wolters-kluwer
Nov 1609:00
Conference pass

CCH iKnow: Tax Research Platform

Tech Talks
Balanced tax commentary with up-to-date data and insights, prepared by the same team that powers the Australian Master Tax Guide.
  • Source material of the latest legislation, rulings, cases, and judgments
  • Topic guides with a practical overview of that tax topic and relevant source material, news and commentary
Cecilia Skinner, Business Manager, Wolters Kluwer
Session led by: wolters-kluwer
Nov 1609:00
Conference pass

CCH iQ Client Match: Identify Advisory Work

Tech Talks
Thispredictive intelligence technology automatically identifies which clients you should contact about upcoming tax changes and our content explains how it will impact them. Without having to spend time manually aligning clients to tax changes, you’re open to focus on higher value activities, such as advising your clients on how to deal with these upcoming taxdevelopments. CCH iQ Client Match enables you to provide a proactive, value-added service, so your clients are better protected andyourpractice is better equipped to grow. Integrating seamlessly with Xero Tax and CCH iFirm.
Tim Higgs, Technical Solutions Manager, Wolters Kluwer
Session led by: wolters-kluwer
Nov 1609:00
Conference pass

Clients In Financial Distress? See What Options Are Available.

Tech Talks
Do you have clients facing financial difficulty?Probably a loaded question right now.A practical case study format will highlight the different options for your client in these situations and how the right solution can make a huge difference to the outcome.
  • Learn how independent, holistic advice can assist business owners and individuals achieve the best possible outcome
  • Discover how a business can be restructured and become profitable
  • Understand bankruptcy and how an individual can keep their family home
Kate Hulsman, Business Development Manager, de Jonge Read
Session led by: de-jonge-read
Nov 1609:00
Conference pass

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

Tech Talks
This tech talk will
  • Unpack the latest social engineering scams, duping and defrauding finance teams
  • What to do about them
  • How to mitigate the rest of loss in the payments process
  • How to enhance payment controls to prevent successful cyber-attacks
Gavin Levinsohn, Chief Marketing Officer, EFTsure
Session led by: eftsure
Nov 1609:00
Conference pass

Connecting With Clients For Sharing & Signing

Tech Talks
Avoid sharing documents via email and remove the need for another physical signature. This session will go through how to securely share documents, assigning tasks to clients for them to complete, and how to get a document digitally signed in SuiteFiles in just a few clicks.
  • Understand how digital signing is used in SuiteFiles
  • See a new process for sharing and requesting information from your clients
  • Look at a simplified workflow for onboarding & ongoing client management
Scott Wilkinson, Head of Business Development, SuiteFiles
Session led by: suitefiles
Nov 1609:00
Conference pass

Creating Your Very Own Digital Reporting Solution That Works

Tech Talks
Do your clients want more insights, but less paperwork? Are you wanting to improve the timeliness and frequency of SMSF reporting? Are you hoping to save yourself time in the process?Join me as I share how we have helped accountants give their clients a better experience, in a way that can really benefit your business.Redirecting mail, changing the way transactions are processed, and obtaining appropriate authorisations are all key to being able to offer your own digital reporting solution for clients
Joshua Williams, Chief Operating Officer, SuperGuardian Pty Limited
Session led by: superguardian
Nov 1609:00
Conference pass

Discover How To Streamline Data Entry With AutoEntry

Tech Talks
  • Find out how to streamline your data entry and maximise features within AutoEntry
  • Discover AutoEntry’s full line item extraction and how to set rules for line items
  • How to reconcile supplier statements for your business or clients business
Katherine Port, Senior Account Manager, AutoEntry
Session led by: autoentry
Nov 1609:00
Conference pass

Empowering your clients to embrace remote working

Tech Talks
A talk on how your clients can embrace remote working, and utilise ERP to boost their productivity and effectiveness.
Oliver Pritchard, Business Development Manager, Liberate IT
Session led by: liberate-i.t.
Nov 1609:00
Conference pass

Empowering Your Firm By Creating A Connected Practice

Tech Talks
  • What does a connect practice look like?
  • The positive impact that a connected practice has on your workflow
  • By using BGL, how can you create a connected practice
Adriana Cavallo, Head of Partnerships, BGL
Session led by: bgl
Nov 1609:00
Conference pass

Explore An ABN Membership

Tech Talks
An ABN membership provides you with the best resources, tools, and templates to assist you in transforming your bookkeeping business. Let’s explore the ABN Member Centre and how it can become your greatest weapon for success in your bookkeeping journey!
Leanne Lewis, Customer Relations Manager, Australian Bookkeepers Network Pty Limited
Session led by: australian-bookkeepers-network
Nov 1609:00
Conference pass

Exploring Managed Investment Scheme (MIS)

Tech Talks
This session talks about what is Management Investment Scheme (MIS) and how MIS works.Learning Outcomes:
  • Understand basic knowledge of MIS
  • Learn the benefit of the MIS structure
  • Know how to establish and operate MIS
Penny He, CFO, N1 Holdings Limited
Session led by: n1-holdings
Nov 1609:00
Conference pass

Go To The Cloud With Australia’s Number One Corporate Compliance Platform

Tech Talks
Over a million companies are still on desktop using the ASIC portal – this is the time to save 50% of your admin tasks with a cloud-based solution. In this session, Ben will show you how it couldn’t be easier to handle all your ASIC compliance including annual statements, debt reminders, and all other lodgement documents.
  • Implement streamlined workflows with annual statement automation and debt reporting.
  • Eliminate repetitive data entry – saving you money and time! – by making changes to companies in bulk.
  • Automate client follow up with personalised outgoing communications with your branding and customised templates.
Ben Gill, National New Business Director, NowInfinity
Session led by: nowinfinity
Nov 1609:00
Conference pass

How Cyber Attacks Hit Accounting Firms In 2020

Tech Talks
In this short, 15 minute webinar we will discuss an overview of cybercrime and how it continues to impact Accountantsand Bookkeepers. We will cover:
  • What the flow-on effects of a cyber attack can be and the sources of these
  • How to spot a scam and how to avoid being caught out
  • Implementing a risk management plan
  • Case studies of firms that were targeted and the effects of these
Karen McDonald, Associate Director, Accountancy Insurance
Session led by: accountancy-insurance
Nov 1609:00
Conference pass

How JobKeeper And Cash Flow Boost Will Continue To Attract ATO Audit Activity

Tech Talks
In this short, 15 minute webinar we will cover what audits wehave seen the ATO are doing around JobKeeper already, if accountants should have any extras concerns about JobKeeper 2.0 audits, and will the new JobKeeper 2.0 eligibility criteria and the cessation of cash flow boost lead to more ATO audit activity?
Rod Spicer, Associate Director, Accountancy Insurance
Roman Kaczynski, Director, Accountancy Insurance
Session led by: accountancy-insurance
Nov 1609:00
Conference pass

How NETSTOCK Inventory Optimisation Can Help Transform Businesses

Tech Talks
  • Free up cash and improve the balance sheet
  • Increase sales
  • Improve planning and replenishment efficiency
Andrew Hiscox, Chief Executive Officer, NETSTOCK
Session led by: netstock
Nov 1609:00
Conference pass

How To Avoid A World Of Offshoring Pain With Technology

Tech Talks
It is one of the critical success factors to offshoring, and the first thing you need to investigate before taking the plunge. How can you be sure your future offshore solutions provider (BPO) adopts best practice and quality technology? And the question on every accountant’s lips – how do I ensure data and IP safety and security? These experts cover the offshoring tech essentials that will keep the headaches at bay and set you up for success early. Learn:
  • How to uncover the tech your potential BPO is using and why it matters;
  • About the software you can bring to the table for team integration; and
  • The absolute security must-haves for a safe, secure, and productive global workforce.
James Lobbes, IT Adviser, Interlinked
Justin Pavsic, Managing Director, Staff Domain
Marie El Daghl, Communication specialist, Training George
Session led by: staff-domain
Nov 1609:00
Conference pass

How To Do More To Help Your Clients

Tech Talks
About 80% of Australians do not receive any professional financial help, and clients continually look to accountants for investment advice. The Banking Royal Commission has highlighted the importance of access to unconflicted and transparent advice, with digital advice increasingly being identified as a solution. This Tech Talk will update you on affordable and accessible solutions to help your clients with investment management.
  • How can accountants support clients who need further advice?
  • What is digital advice?
  • What problems can digital advice solve for clients?
Ted Richards, Business Development Director, Six Park
Session led by: six-park
Nov 1609:00
Conference pass

How To Document Business Processes For The Benefit Of Remote Teams

Tech Talks
If there’s something successful franchises understand, it’s how a good process creates outstanding outcomes consistently. Regardless of who is doing the work, or where. Join Justin Pavsic, Managing Director, Staff Domain and learn:
  • Why you need to create business processes;
  • How to start documenting the processes; and
  • The best tools you can use to do this effectively and efficiently.
Justin Pavsic, Managing Director, Staff Domain
Session led by: staff-domain
Nov 1609:00
Conference pass

How To Stay Productive And Run Your Business Remotely

Tech Talks
John discusses the workflow and client collaboration issues which arise when staff are working remotely.He also highlights how Nimbus Cloud Document Management features, work to assist in resolving these issues and thus allow staff productivity to be maintained in a distributed office environment.
John Woodbridge, CEO, Nimbus Portal Solutions
Session led by: nimbus-portal-solutions
Nov 1609:00
Conference pass

How To Turn Tax Returns Into Advisory Work

Tech Talks
Learn how to show your value to clients in your annual meeting with ChangeGPS Meetings app.
  1. STANDARDISING your annual meeting across all staff and clients
  2. PRESENTING group results in an automated report (and not a rushed excel report!)
  3. SETTING UP the advisory work for the year ahead
All with no extra time for you and in a time frame you’ve committed to your clients.
David Boyar, Chief Executive Officer, ChangeGPS
Session led by: changegps
Nov 1609:00
Conference pass

Increase Cashflow & Reduce DSO & Costs With Paycepaid

Tech Talks
With everything that’s going on in the world, the knock-on effect is that businesses will all have to adapt to new ways of doing business.
  • How high DSO affects your business and what actions are you taking to remedy this?
  • Why automation is the right way to go, logically and economically
  • Paycepaid is here to make your lives easier and help your business succeed!
  • Continuously innovating - Our collaboration with Monoova to allow you to choose how you receive, manage and pay funds in real-time
  • Stop writing off bad debtors and get in touch today!
Bill Mali, Founder & CEO, Paycepaid
Session led by: paycepaid
Nov 1609:00
Conference pass

Introducing UniFLOW Online’s Filing Assist: A Filing System To K.I.S.S*

Tech Talks
There is one rule for filing: Keep it simple! So why does it always seem so complex and time-consuming? Introducing Canon’s uniFLOW Online’s Filing Assist*, a new cloud-based filing solution designed to save you time, reduce keying errors, and bring consistency to your filing. Whether you’re at home, at work, or on the go, if you can access the internet, you’ll be a button click away from finding the file you need, when you need it, quickly, and simply.Filing Assist uses pre-configured workflows that scan batches of repetitive documents including invoices, delivery notes, picking lists, and orders to popular cloud services. Not only are they scanned, they are named, converted, and filed based on rules and information from the document.
Ross Beavis, Software Solutions Consultant, Canon Australia Pty Limited
Session led by: canon
Nov 1609:00
Conference pass

Introducing Zoho Finance

Tech Talks
Get a glance of the cloud-based, GST compliant Australian edition of Zoho Finance suite. This will introduce you to the capabilities of the key finance applications that can help you manage your back office operations and stay on top of your financials.
Akhil C, Product Marketer, Zoho Corporation
Balasubramanian C, Product Marketer, Zoho
Session led by: zoho
Nov 1609:00
Conference pass

Introduction To AccountKit

Tech Talks
AccountKit is a suite of tools made specifically for Accountants and Bookkeepers, designed to help automate day-to-day compliance and administrative tasks. Come along for an introduction to hear where AccountKit fits within your software stack as a precursor to our second tech talk “The Tools of AccountKit”. In this session we’ll be covering as follows:
  • Managing your clients, contact and affiliates
  • Client Group dashboard for creating visibility across your team
  • Outline of the power of the Integrations including Xero Practice Manager, NowIfninity, BGL and more
  • A brief overview of the CRM functions through the capturing of all types of correspondence
Paul Murray, Founder, AccountKit Pty Limited
Session led by: accountkit
Nov 1609:00
Conference pass

Introduction To Airwallex For The Modern Accountant

Tech Talks
Join Kelly Hoyle, Airwallex's partnerships manager as she demonstrates how Airwallex transforms the way businesses move and manage money globally. Airwallex provides global business accounts, built for the modern business.Learning Outcomes:
  • Streamline and secure your global team expense management with Airwallex Virtual Cards
  • Improve profit margins from high foreign exchange fees on international payments
  • Simplify multi-currency bookkeeping and reconciliation with our Xero integration
Kelly Hoyle, Channel Partnerships Manager, Airwallex
Session led by: airwallex
Nov 1609:00
Conference pass

Investment Trusts: The New Growth Frontier

Tech Talks
Today, there are over one million trusts in Australia, including over 530,000 investment trusts making them the second largest investment vehicle after super. In this session, Gopi will showcase the current and future trends for accounting, and will demonstrate how you can leverage trust accounting and administration as a prime opportunity to grow your firm.Learning Outcomes:
  • Understand the current and future industry trends growth for accountingin today's industry landscape
  • Learn how to overcome common administration challenges to build a robust and scalable offer in the growing trust space
  • Explore how to automate and standardise trust accounting and administration plus manage investments and reporting for non-SMSF portfolios.
Gopi Sundaralingam, Senior Product Manager, Class Limited
Session led by: class
Nov 1609:00
Conference pass

Learn How To Save Money With NowInfinity’s Legal Documents

Tech Talks
Save money by using legally backed, instantly available documents for entity creation to easily set up companies, trusts, SMSF, loan agreements, and more. In this session, Ben will go through pricing legal documents and help you create a top marketing strategy to drive traffic to your website, plus he’ll also teach you how to price for a growth plan in 2021.
  • Easily set up companies, trusts, SMSF within minutes.
  • Optimise your workflows with electronic signing to finalise documents and communicate with your clients in real-time.
  • Streamline registrations by setting up bank accounts, ABN, TFN, and ACNs in seconds.
Ben Gill, National New Business Director, NowInfinity
Session led by: nowinfinity
Nov 1609:00
Conference pass

Learn More About QuickBooks Tax Powered By LodgeiT

Tech Talks
Using QuickBooks Online Accountant you can efficiently finalise your client’s accounts and then seamlessly prepare and lodge their return using our integrated tax solution, QuickBooks Tax powered by LodgeiT.Join Matthew Pisarski, Strategic Partnerships Manager at Intuit, and Andrew Noble the Founder of LodgeiT, for a deep dive into how QuickBooks Tax will;
  • Allow you to prepare and lodge a return from anywhere
  • Auto-fill working papers, tax returns, and Special Purpose Financial Statements.
  • Simplify classification and mapping process with Artificial intelligence (AI)
  • Accelerate client sign off with e-signatures.
Matthew Pisarski, Global Business Development, Intuit Quickbooks
Andrew Noble, Founder, LodgeiT
Session led by: intuit-quickbooks
Nov 1609:00
Conference pass

Manage, Edit, Share & Sign Your Files Online - SuiteFiles

Tech Talks
Increasingly, businesses are moving to the cloud. SuiteFiles allows accountants to store all of their client documents and emails online. With real time collaboration features, digital signing, and close integration with Xero & Microsoft 365, moving online has never been easier.
  • Understand the steps to transition your practice documents online
  • See how to automatically file client communications
  • Learn how to integrate Xero & Microsoft into SuiteFiles
Adam Koch, Sales Executive, SuiteFiles
Session led by: suitefiles
Nov 1609:00
Conference pass

Meet your customers’ legal, financial and tax needs faster with DocuSign

Tech Talks
DocuSign enables accountants and tax specialists to get necessary signatures faster than ever, while still meeting strict legal requirements. Now you can turn around documents in hours—not days. Watch this demo to learn how you can meet clients' legal, financial and tax needs faster with DocuSign.
Zonaldson Quah, Solutions Engineer, DocuSign
Session led by: docusign
Nov 1609:00
Conference pass

MYOB Capture

Tech Talks
Create efficiencies in your workflow and safeguard your clients against audits by harnessing the power of MYOB Capture and the In-Tray to access source documentation when you need them.
Allan Boyle, MYOB
Session led by: myob
Nov 1609:00
Conference pass

MYOB Corporate Admin

Tech Talks
An overview of the MYOB cloud Corporate Admin software. Register and create new corporations and entities, prepare and lodge ASIC forms, manage annual statements, stay on top of ASIC debts and securely correspond with clients.
David Lockwood, Senior Connected Practice Solutions Consultant, MYOB
Session led by: myob
Nov 1609:00
Conference pass

MYOB Essentials Onboarding

Tech Talks
An overview of onboarding a new client to the MYOB Essentials software. Creating the file, setting up a custom chart, coding transactions and reporting.
David Lockwood, Senior Connected Practice Solutions Consultant, MYOB
Session led by: myob
Nov 1609:00
Conference pass

MYOB Portal

Tech Talks
An overview of the MYOB portal solution for digital signatures and securely exchanging documents with clients on any device.
David Lockwood, Senior Connected Practice Solutions Consultant, MYOB
Session led by: myob
Nov 1609:00
Conference pass

MYOB: New, Powerful Reporting

Tech Talks
Analyse your business data using the power of our all new reporting capabilities.
Leigh Gatherer, Connected Practice Consultant, MYOB
Session led by: myob
Nov 1609:00
Conference pass

NEW Partner Referral Program: Earn Tens Of Thousands Of Qantas Points For Setting Up Other Businesses For Success

Tech Talks
Tune in to find out about B2Bpay’s new Partner Referral Program that allows you to help other Australian businesses get paid faster and improve cash flow and earn tens of thousands of bonus Qantas Points for doing so.
  • How you can help other Australian businesses get paid faster and improve cash flow by recommending B2Bpay’s innovative payment solutions
  • Learn how B2Bpay’s innovative integrations with Xero, MYOB, and QuickBooks work and how they can save businesses time and money
  • See how you can earn tens of thousands of Qantas Points per month, and watch your points balance take off. And when the time is right, you can take off on a well deserved holiday too!
Kevin Butler, General Manager, B2BPay, B2Bpay
Session led by: b2bpay
Nov 1609:00
Conference pass

Payments Made Awesome

Tech Talks
Mark Nimco, CTO, Yak Pay
Session led by: yak-pay
Nov 1609:00
Conference pass

PayVu Walkthrough Demo

Tech Talks
All business payments. 1 app. 1 process. 1 page. Turning Accounts Payable Into A Profitable, Client-Focused ServiceLearning Outcomes:
  • Separation of Roles/Duties
  • Slash your administration time, and low-value customer contact
  • Provide a secure, scalable, and compliant Accounts Payment solution for all customers
Andrew Souvannavong, Account Manager, InPayTech
Session led by: payvu
Nov 1609:00
Conference pass

Powering Up Your Efficiency And Control With Automated Workflow Management

Tech Talks
Challenges faced while outsourcing financial and accounting services are known to many! Listen to this one-of-its-kind 'Tech Talk' to learn about the role, technology, and automation play in overcoming these challenges. Learn how 'Automated Workflow Management Portal' at SuperRecords foster collaboration and increase efficiency while outsourcing your accounting services.
  • Challenges faced while outsourcing accounting services
  • Role 'Technology' play in overcoming those challenges
  • Increased efficiency, control, and collaboration with SuperRecords' Automated Workflow Management portal
Sam Bhaskar, General Manager - Business Development, Super Records Pty Ltd
Session led by: super-records
Nov 1609:00
Conference pass

Practice Anytime, Anywhere, with Sage Accountant Cloud

Tech Talks
Clients' needs and expectations are constantly evolving and this is affecting a change in the way accountants interact with clients. For many practices, the ability to store client information that can be used to derive insights and the ability to introduce automation to capture and amalgamate data can help to provide an enriched client experience.
  • Learn how to gain insights from client and practice data
  • Drive growth through value-add services and enhanced
  • team productivity
  • Explore how you can automate your workflows
Jaya Teyjas, Product Marketing Manager, Sage Software Australia Pty Limited
Session led by: sage
Nov 1609:00
Conference pass

Protecting TFN And Other Private Information

Tech Talks
Security is critical, as an accountant or tax agent you have an obligationto protect TFN and other private client information, this can present challenges and create complexity with client communication. Join us to see how ATOmate make this simple easy while maintaining client-centric communication.Learning outcomes:
  • 92% of your clients prefer email communication over portal or Apps – what does this mean for you and your practice
  • Discover how you can email ATO documents to clientsand meet your privacy obligations
  • Plus reduce your admin time by 90% - and why your admin team loveyou for implementing ATOmate
Stan Corner, CEO, Business Automation Works
Session led by: atomate-powered-by-business-automation-works
Nov 1609:00
Conference pass

QuickBooks Month-End Review Demo, And The Latest Features In QuickBooks Online

Tech Talks
Join us for a deep dive on Month-end Review, we’ll also do a rundown of the latest features in QuickBooks Online. Our QuickBooks Product Expert Steve Chaseling, will dive into key time-saving features designed to keep books accurate and up to date, automatically. With three clear steps, you can review transactions, reconcile accounts, and review key reports before closing out the month.We’ll cover:
  • Month- end Review
  • Latest features in QuickBooks Online Accountant
Steve Chaseling, Service Delivery Manager, Intuit Quickbooks
Session led by: intuit-quickbooks
Nov 1609:00
Conference pass

Reimagining Class as a multi-product environment

Tech Talks
Are you using industry-leading technology solutions that drive efficiency through back-office automation? 31% of Class clients who use direct-connect data feeds save 20 hours per month and 38% of Class clients who use smart bulk processing of corporate actions save 10 hours per month. In this session, Matt will go show you how you too can save time, boost productivity through automation, improve client service levels, and grow profit through better efficiency enabled by technology with Class’ reimagined offering for SMSF, Portfolio, Trusts, and Corporate Compliance.
  • Save time by simplifying the administration of SMSFs through automation and connectivity.
  • Automate and standardise trust accounting and administration plus manage investments and reporting for non-SMSF portfolios.
  • Learn how to manage your compliance for SMSF, Trust, Portfolio, and companies to give your clients a whole wealth view.
Matthew Bambrick, Cloud Solutions Manager, Class
Session led by: class
Nov 1609:00
Conference pass

Secure And Flexible Ways Of Working With Onvio: Tax And Practice Management

Tech Talks
Perform efficiently and productively while working virtually with staff and clients. Hear about howThomsonReutersOnvio can help you adapt to digital and paperless ways of working to save time and run your practice.
Darren Firman, Product Specialist, Thomson Reuters
Session led by: thomson-reuters
Nov 1609:00
Conference pass

Show Me The Money… With 98.5% Accuracy For Incoming Invoices

Tech Talks
Financial processes are no place to short-change your business. Introducing Canon’s Automated Accounts Payable (AAP) solution; a cloud-based solution capable of managing your incoming invoices within 24 hours with a guaranteed 98.5% accuracy*.With this automated solution, the ingestion, capture, approval, coding, and paying of invoices is taken care of with a level of accuracy your business has never achieved before. Combining intelligent capture technology with a team of experts for added assurance, your invoices will be checked and validated before they are presented to your workflow, resulting in a significant reduction in errors relating to duplication or incorrect payments.
Kenneth Hickey, Head of Business Process Solutions, Canon Australia Pty Limited
Session led by: canon
Nov 1609:00
Conference pass

SME Finance Solutions - A Comprehensive Overview Of Available Loan Products For SMEs. More Than Just Bank Loans

Tech Talks
Ren Hor Wong, Executive Chairman And Chief Executive Officer, N1 Holdings Limited
Session led by: n1-holdings
Nov 1609:00
Conference pass

Streamline Client Engagements, Automate Payments And Improve Your Clients' Experience

Tech Talks
Want to see how Practice Ignition can help you to automate your engagement letters, eliminate debtors, and improve your clients' experience?In this tech talk you will discover:
  • How to create and send a proposal in 5 minutes that gets signed electronically
  • Why getting payments set up inside the proposal (instead of post-proposal) is a huge time saver
  • The optional web connector that allows your prospects to generate their own quote online or choose from your carefully curated packages
  • The huge automation possibilities available through Xero, QuickBooks Online, Xero Practice Manager, Karbon & Zapier
Teagan Israelsohn, Sales, Practice Ignition Pty Limited
Session led by: practice-ignition
Nov 1609:00
Conference pass

Successful Offshoring And Outsourcing

Tech Talks
How AdvanceTrack use technology to manage offshore delivery, security, and transparency to deliver Seamless Outsourcing for accounting firms globallyOutcomes:
  • Why technology, security, and transparency are important for success in offshore delivery
Vipul Sheth, Managing Director, AdvanceTrack Outsourcing
Session led by: advancetrack-outsourcing
Nov 1609:00
Conference pass

The Bookkeeping Disrupter That Is Now Revolutionising Accounting & Bookkeeping Practices

Tech Talks
Learn whataccountants and bookkeepers told us they are over, and why it led to XBert CONNECT for advisors. Understand why task and process tools are not systems of the future if they don’t have AI audit and client collaboration tools built-in. Discover XBert and how you can best support your clients using accurate data and insights for smarter advice and increased value advisory services.
Kue Hall, Product Marketing, XBert Pty Limited
Session led by: xbert
Nov 1609:00
Conference pass

The Payment Revolution: Learn About How Implementing Seamless Digital Payment Capabilities Can Help Businesses Improve Cash Flow, Get Paid Faster, And Earn Reward Points

Tech Talks
Small and medium-sized enterprises encounter many challenges and complexities in running and growing their businesses. At the very core of every business is its ability to take in revenue (to sell) and to secure its supply of inventory and other inputs (to buy).Discover how significant value can be unlocked for SMEs by making or receiving payments strategically in a manner that attracts rewards, improves working capital, drives efficiency, and optimises processes. Learn how businesses can benefit on both the payables and receivables side from more modern, integrated digital payment capabilities.
  • B2Bpay and how it can solve common SME business frustrations
  • How B2Bpay’s innovative integrations with Xero, MYOB and QuickBooks work and how they can save businesses time and money
  • How real-life small businesses have benefitted from using B2Bpay for both payables and receivables
Kevin Butler, General Manager, B2BPay, B2Bpay
Session led by: b2bpay
Nov 1609:00
Conference pass

The Power Of Cloudoffis Integration

Tech Talks
  • Watch as we connect an auditor with an accountant and send an audit job (including PDF supporting docs!) in a matter of minutes.
  • We also briefly demonstrate the power of SMSF Sorted and how an auditor can benefit from the administration teams compliance work
  • Our newly created BGL Workpaper integration is also on show
Michael Bradley, National Client Success Manager (SMSF Auditomation), Cloudoffis
Session led by: cloudoffis
Nov 1609:00
Conference pass

The Tools Of AccountKit

Tech Talks
AccountKit is a suite of tools made specifically for Accountants and Bookkeepers, designed to help automate day-to-day compliance and administrative tasks. Come and see a practical run-through of a handful of the many tools within AccountKit and hear how they can bring huge efficiencies and opportunities to your practice. In this session we’ll be covering as follows:
  • Inter-entity loans made easy
  • Automation of equipment finance
  • Division7a made fun
  • Building beautiful client structure diagrams
Paul Murray, Founder, AccountKit Pty Limited
Session led by: accountkit
Nov 1609:00
Conference pass

Transform Your Accounting Business. Deliver Advisory The Right Way.

Tech Talks
The business of Accounting is transforming, are you keeping up with the pace of change?Lynda Steffens is the founder of the Small Business Project, created to help Accountants make the transition from compliance reliance to having the skills to deliver advisory the right way and increase client revenue without selling.In this eye-opening segment Lynda reveals,
  • Why Advisory isn't working for Accountants and what you can do about it
  • You do have the skills to take clients on a business improvement journey and deliver advisory the right
  • Her insights into the accounting profile and the untapped potential in you and your industry
Lynda Steffens, Founder, The Small Business Project
Session led by: the-small-business-project
Nov 1609:00
Conference pass

Two Tools That Will 10x Your Small Business Or Accounting/Bookkeeping Practice

Tech Talks
PayRoller and Bookipi Invoice bridge the technology gap for small businesses and their advisors, accountants, and bookkeepers. Small businesses value simplicity, ease of use, and reasonable price points. Until now, they haven't been able to find a solution that fits these criteria. Find out more about how you and your clients can 10x their businesses with Payroller and Bookipi for free.
Chad Hardy, Chief Operations Officer, Bookipi
Session led by: payroller-by-bookipi
Nov 1609:00
Conference pass

Understanding The Future Of Your Clients Application Landscape

Tech Talks
A perspective on how ERP can assist your clients to scale and grow, with some practical tips on how you as an adviser can help them navigate a complex application landscape.
Katie Grant, BDM, Liberate IT
Oliver Pritchard, Business Development Manager, Liberate IT
Session led by: liberate-i.t.
Nov 1609:00
Conference pass

Understanding The SME Cashflow Lending Environment

Tech Talks
In this session, Brendan Widdowson will cover an array of topics such as; providing an overview of current market conditions, cash flow challenges businesses are facing, and identifying SME lending opportunities in the current environment.
  • Identifying opportunities
  • Market update
  • A partners experience
  • Recent scenarios
Brendan Widdowson, Head of Sales, Banjo
Session led by: banjo-loans
Nov 1609:00
Conference pass

Unlocking The Power Of Your Firm's Data

Tech Talks
  • How does current real time data affect your workflow & planning
  • How your client engagement can improve by embracing data
  • How to make data driven decisions by using BGL
Daniel Tramontana, Chief Operating Officer, BGL
Session led by: bgl
Nov 1609:00
Conference pass

Virtual CFO - See Automated Visual Insights And Advisory In Action

Tech Talks
You are just minutes away from providing your clients with a superior automated Virtual CFO. Zivora can help you simplify your Advisory value-added services.
  • Learn how to best trial Zivora.co which is free for an unlimited time for up to THREE XERO connections
  • See how you can drive client engagement using their own visually enticing financials
  • Learn about the automated visual insights across Income and Expense,Cashflow, and the playful, simple, and fun Budgeting Template
Wayne Zwar, Co-Founder, Zivora
Session led by: zivora
Nov 1609:00
Conference pass

Where Knowledge And Marketing Connect: Checkpoint Solutions

Tech Talks
Take a step forward to make better decisions and develop client relationships with confidence. Discover howThomsonReutersCheckpoint Solutions cankeep you ahead of regulatory change and stay connected with your clients.
Darren Firman, Product Specialist, Thomson Reuters
Session led by: thomson-reuters
Nov 1609:00
Conference pass

Why Accountants Are Crazy Not To Offer Bookkeeping Services To Their Clients

Tech Talks
Why Accountants should not be turningtheir noses up at a hugely profitably, closely aligned and productivity-increasing service AND how to do it easily and without risk.
  • Why Accountants have been reluctant to offer bookkeeping services& what has changed so that they definitely should
  • What are the benefits of offering Bookkeeping services to clients?
  • How they can use Offshore team members to 3 x their profits from Bookkeeping with little / no risk
Scott Trevethan, Founder and CEO, Go Global Bookkeeping (Aust) Pty Limited
Session led by: go-global-bookkeeping
Nov 1609:00
Conference pass

Why An Integrated Software System Is Best For SME’s In Manufacturing, Wholesaling And Service Industries

Tech Talks
Learning Outcomes:
  • Spreadsheets aren’t designed to run a business
  • Integrated systems enable quicker, more accurate reporting
  • Integrated systems enable greater productivity improvement
Tim Vero, Sales Manager, Accentis Pty Limited
Session led by: accentis
Nov 1609:00
Conference pass

Why You Need Cloud Document Management

Tech Talks
John presents 5 major reasons why you should be in the Cloud and how a true Cloud Document Management system like Nimbus fundamentally differs from simple Cloud file stores to deliver tangible benefits to the Cloud-enabled business.
John Woodbridge, CEO, Nimbus Portal Solutions
Session led by: nimbus-portal-solutions
Nov 1609:00
Conference pass

Wiise Talks: Bridging The Gap Between Accounting Software And Full-Scale ERP

Tech Talks
Wiise helps Aussie SMBs move from basic accounting software and on-premise ERP to a solution that handles their growing needs. Clever accounting and ERP tech that helps the business run all their operations, banking, and payroll in the cloud, in one hub.
  • Who is Wiise right for?
  • Features and capabilities
  • See Wiise in action
  • Customer success stories
  • A bit about our Referral Program
Christopher Mackenzie, Partner Success Manager, Wiise
Hamish Browne, CTO, Wiise
Session led by: wiise
Nov 1609:00
Conference pass

Wiise Talks: Expand your Accounting Services with Wiise accounting and ERP software

Tech Talks
Offer your clients clever accounting and ERP software that helps them run all their operations, accounting, banking and payroll in the cloud, in one hub. Wiise is just right for growing Aussie SMBs.
  • How we’re bridging the gap for SMBs
  • Wiise demo: features and capabilities
  • Who is Wiise right for?
  • A bit about our Referral Program
Hamish Browne, CTO, Wiise
Christopher Mackenzie, Partner Success Manager, Wiise
Session led by: wiise
Nov 1609:00
Conference pass

Work From Home Security – Three Tech Tips To Protect Remote Employees And Your Client Data

Tech Talks
After the overnight shift to remote work firms are now embracing a hybrid working model, with teams working both in the office and remotely. The benefits of this are obvious, but this flexible model opens up firms to greater cybersecurity risk. Join us for this 15-minute tech talk where we’ll discuss:
  • How Remote work is changing IT security and increasing risk.
  • How to protect your employees and control access.
  • Simple free and low-cost steps to secure your data & Stay trusted
Jon Melloy, Head of Business Development, Practice Protect
Session led by: practice-protect
Nov 1609:35
Conference pass

Why An Innovation Strategy Is Not About Technology

Keynotes
How can a firm approach innovation? Does it look different in a small firm compared to a large one? The biggest challenge is convincing people that innovation doesn’t equal technology. It’s about creating a culture and a mindset. Hear one accountant’s exploration of innovation from within her award-winning, 20-staff firm to a $300 million mid-tier.
  • Discover the seven conditions to create a culture of innovation
  • Learn how you can innovate with your business model, process or market
  • Find out how to coordinate innovation within a larger firm
Tanya Titman, Head of Innovation, BDO
Nov 1610:50
Conference pass

An Introduction To Xavier - Live Demo

Receipt Bank
Xavier, recently acquired by Receipt Bank, is Xero's emerging app partner of the year for 2020 and its mantra is "Effective reporting starts with accurate data."Xavier is trusted by thousands of accounting professionals for accurate data and advisory.Xavier is a toolkit of intelligent data cleanup, bookkeeping and compliance tools designed for Xero professionals.Increase your revenue with value-added health-check services and more accurate client pricing.In this session, you'll see a live demonstration of the product, learn more about the 30-day free trial for Xavier at https://xavier-analytics.com/launch & get access to an introductory offer.
Phoebe Fordham, Partner Success Consultant, Receipt Bank
Session led by: receipt-bank
Nov 1610:50
Conference pass

It’s Time To Shine The Light On Catch Up Concessional Contributions

Tax Today
There has been a raft of legislative changes made to superannuation in the last two years that has impacted how and when we can contribute to our funds. Given the number of changes, it is easy to overlook some of them. In this session, we explore the concept of ‘catch up’ concessional contributions and the benefits it may create for clients. At the other end of the spectrum, we’ll also revisit the idea of utilising future year contributions to create a tax deduction early.Not only will we explore the technical elements to these strategies, we’ll also demonstrate the benefits of using dedicated superannuation software to record and track the necessary information.Key learning outcomes:
  • Understand the concept and benefits of catch up concessional contributions
  • Understand the concept and benefits of a contribution reserving strategy
  • An appreciation of using fit for purpose software for your SMSF clients
Andy Forbes, Executive Manager - Product Design, SuperConcepts
Anthony Cullen, SMSF Technical Specialist, SuperConcepts
Session led by: superconcepts
Nov 1610:50
Conference pass

Transformational Technology To Grow Client Relationships And Your Practice

Practice Management
What do clients value most? What makes them choose your practice? What makes clients stay?An enriched client experience.How do you deliver an enriched client experience? Do you have the right tools? Are you making the best use of new technology available to you?Mobility, flexibility, anytime, anywhere. These are words we hear more and more. These are all possible through developments in cloud technology. In our daily life, we now rely on our mobile devices to do almost everything – checking and responding to emails, reconciling our bank accounts, approving purchase orders, and much more. Managing your practice on the go should be no different. Collaborating with your clients and team, assigning tasks, or updating client information in your practice software without being in the office is already a possibility.
  • Learn about how you increase client and employee satisfaction
  • Find out how to automate jobs across the practice and track your time
  • Discover the benefits of having all your client information in one place
Jaya Teyjas, Product Marketing Manager, Sage Software Australia Pty Limited
Chris Pattas, Sales Director, Sage
Session led by: sage
Nov 1610:50
Conference pass

Fireside Chat: Offshoring Code Of Conduct Obligations

Progressive Bookkeeping
Australian Bookkeepers Association Chairman Peter Thorp and Tax Practitioner Board member Greg Lewis chat about the Code of Professional Conduct implications of outsourcing and offshoring. There are a number of Code of Professional Conduct items that impact practitioners who undertake offshoring. Understand them and ensure you have them covered before outsourcing and offshoring.
  • What are the required disclosure obligations
  • Why data security is vital
  • Understand your supervisory obligations
Greg Lewis, TPB Board Member, Tax Practitioners Board
Peter Thorp, Director, Australian Bookkeepers Network
Session led by: australian-bookkeepers-network
Nov 1610:50
Conference pass

How To Assess Your Corporate Compliance And SMSF Software

Business Advisory Sponsored By Reckon
If a software supplier shows you a PowerPoint presentation and not their software, this should ring alarm bells. If they bring their developer to fix bugs during the presentation, this should ring sirens. Software plays a critical role in lifting productivity in your business. The wrong choice could force you to pay for two apps, staff downtime and expensive retraining.
  • Understand the warning signs of incomplete software
  • Learn how to measure the value and ROI of competing applications
  • Discover how due diligence reduces the risk of a dud choice – and expensive re-training
Ron Lesh, Founder and Managing Director, BGL
Session led by: bgl
Nov 1610:50
Conference pass

New Clients On Auto-Pilot: Is Marketing Automation Hype Or Substance

Automation & Analytics Sponsored by Class & NowInfinity
If only you could buy an app that sends you a consistent stream of high-quality clients. Marketers regularly overpromise what their products can do, especially when it comes to marketing automation software. What can marketing automation really do for an accounting firm? Should you spend thousands on all-in-one platforms like HubSpot or "stitch together" cheaper apps?
  • Find out which processes you can automate in your firm’s marketing and client communications
  • Get a template for mapping out marketing automations
MC Carter, Director, Practice Paradox
Nov 1610:50
Conference pass

10 Ways To Build Your Profile & Better Market Your Practice

Intuit QuickBooks
In the past, you had a handful of competitors in your area. Today, you have literally thousands and they come from every corner of the country. Learning how to effectively market yourself and your business has never been more important. Hear 10 powerful ways to attract more clients and grow your practice.
  • Find out how to become the trusted authority in your area of expertise
  • Understand why it pays to create a podcast and how to do it correctly
  • Learn how to leverage the power of Google to get more free traffic
Dale Beaumont, Chief Executive Officer, Business Blueprint
Session led by: intuit-quickbooks
Nov 1611:30
Conference pass

7 Steps To Make Bookkeeping A Profit Centre In Your Accounting Firm

Receipt Bank
It’s clear that for firms that charge by the hour, the more efficient you are, the less you earn. Pricing models are a gnarly, difficult topic. It can take a lot of effort to come up with your new pricing – and then you have to sell it to your customer. Find out how you can remove the pain from this process.
Trudi Yip, Managing Director, Numeric Eight
Matthew Faunt, NPC Manager, Receipt Bank
Session led by: receipt-bank
Nov 1611:30
Conference pass

How To Identify Tax Exploitation And Illegal Phoenix Behaviour

Tax Today
Do you know how to identify untrustworthy advisors, Illegal phoenix behaviour, tax avoidance arrangements and promoters of dodgy tax schemes?The ATO will discuss the behaviours they are observing, how they are dealing with them, and will equip you to identify and avoid these illegal schemes.
  • Recognise the signs of tax avoidance schemes
  • Identify the signs of illegal phoenix activity
  • Tips on making sure your tax arrangements are lawful
  • Steps to take if you’re unsure what to do or if you want to refer concerning behaviour
Interviewer: Alexi Boyd, Panel Moderator, Small Biz Matters
George Montanez, Assistant Commissioner Phoenix Program, Australian Taxation Office
Ash Khera, Assistant Commissioner Promoters and Tax Exploitation, Australian Taxation Office
Nov 1611:30
Conference pass

What You Must Know About Depreciation Legislation Changes And Industry First Insights Into Investor Behaviour

Tax Today
We look at how depreciation deductions have changed since the May 2017 Division 40 changes and how the latest 2019 effective life changes impact existing property purchasers. We’ll also share industry first data showcasing the changes in investor behaviour over the last four years with some critical insights into missed deductions and how they can be avoided.
  • See the true impact of the recent depreciation legislation changes
  • Discover how investors have missed out on 2.88 billion worth of depreciation deductions
  • Find out how investor behaviour and deductions have changed over the past four years
Mike Mortlock, Managing Director, MCG Quantity Surveyors
Session led by: mcg-quantity-surveyors
Nov 1611:30
Conference pass

Value Price Plan (VPP) Masterclass with ChangeGPS

Practice Management
Value Pricing is so important and touches every part of your business, especiallyengagement. Find out how to fix scope creep, engage clients, and earn the money you should as an accountant using automated tools. Tim Munro and David Boyar talk about thebiggest frustrations around value pricing–inconsistency; difficulty; lacking confidence and recovering from mistakes –as well as:
  1. Defining and quantifying value
  2. Explaining so that clients always understand (and appreciate) what value means tothem
  3. Conveying value in terms that clients can judge, including tools, methods, andtemplates to help you value price correctly and generate action
Find out why using the ChangeGPS VPP methodology makes your life less stressful, gives you more money for the great work you do, and helps clients love you for what you do.
Moderator: David Boyar, Chief Executive Officer, ChangeGPS
Timothy Munro, CEO Founder, ChangeGPS
Session led by: changegps
Nov 1611:30
Conference pass

Digital Business Payments In A Post-Covid World

Progressive Bookkeeping
  • Take a closer look at Australia's payment problem
  • Dive into the inefficiencies plaguingB2B transactions
  • Learn how to take the sting out of reconciliation and implement digital processes to increase cash flow
Adrian Floate, Managing Director, Spenda
Session led by: spenda
Nov 1611:30
Conference pass

How Do You Show Up As A Leader? - The Benefits Of Leading With A Powerful People Strategy

People & Culture
Ever wondered how your presence as a leader impacts the performance of your business? Does how you show up make a difference? You bet!In this presentation, Megan Reed, Chief People Officer from TOA Global will share the “how” and the “why” of having a powerful people strategy can make a difference to your business.
  • Learn how to improve communication, increase engagement, and enhance overall business performance with an increased understanding of the role your leadership plays in the process.
  • Develop a deeper understanding of the importance of having a powerful people strategy
  • Create a plan to enhance your company culture from the top
Megan Reed, Chief People Officer, TOA Global
Session led by: the-outsourced-accountant
Nov 1611:30
Conference pass

An Awesome Future For Accounts Payable

Business Advisory Sponsored By Reckon
Sam Plowman, CEO, Yak Pay
Session led by: yak-pay
Nov 1611:30
Conference pass

How To Access Private Money

Business Advisory Sponsored By Reckon
Do you understand the difference between private money and bank money? Bank money comes with different lending criteria, rates and charges imposed by banks and mortgage lenders. Private lenders aren’t subject to the same restrictions, and are more flexible about the amount and terms you want to borrow.
  • Find out how private money works and the scenarios in which it is useful
  • Learn how to capitalise on opportunities with private funding
  • Discover the types of financial solutions offered by private money
Alfonso Villegas, National Credit Specialist, Lever Private Loans
Nov 1611:30
Conference pass

How To Automate Your Firm Using Microsoft Power Automate

Automation & Analytics Sponsored by Class & NowInfinity
Outlook has received a shot in the arm with the release of Microsoft’s Zapier competitor, Power Automate. Formerly named Flow, it can send you notifications when you receive emails from your VIP clients, automatically save email attachments– it now even does robotic process automation.
  • Find out how you can automate your inbox and other parts of Office 365
  • Discover the automation “recipes” used by a tech-savvy firm
  • Understand which processes you should automate first
Dan Beck, Director, PT 2.0
Nov 1611:30
Conference pass

Propel Your Institution With The Digital Power Of Adobe Document Cloud

Automation & Analytics Sponsored by Class & NowInfinity
Seamless paperless workflows are built for today's digitally-centric customers from any device, anywhere in the world. Adobe Document Cloud and Adobe Sign empowers your organisation to collect critical signatures securely, with accuracy in hours, not days or weeks, and the power to track and manage progress with a detailed audit trail.With extensive integrations allowing you to work in the systems you already use like Xero, Salesforce, and Microsoft. Extend your investments and increase your efficiency and bottom line today.
Jacob Leon, Territory Account Executive - Document Cloud, Adobe
Session led by: adobe
Nov 1611:30
Conference pass

Innovation In Mid-Tiers In 2020

CIO Summit
Innovation is more than a buzzword – it opens up opportunities for new service lines, diversification and higher revenues. The mid-tiers are working through a smorgasbord of technologies and ideas to determine which ones will translate into high-value products for existing clients. Or, looking internally, which ones will improve service delivery and efficiency.
  • Discover the range of options for firms that are prepared to invest in change
  • Find out which ideas are the most attractive to the mid-tier firms
  • Learn how mid-tiers are tackling the tricky issue of change management
Tanya Titman, Head of Innovation, BDO
Adrian Gardiner, Digital Transformation, Achemar Advisory
Nov 1611:30
Conference pass

QuickBooks New Feature Showcase

Intuit QuickBooks
Join us for a rundown of the best new features in QuickBooks Online Accountant. Hosted by our product specialist, this 30 minute session is your opportunity to learn how to save your firm time, plus add more value to your clients.We'll cover:
  • Month-End Review
  • GST Inclusive Journal Entries
  • QBO Performance Centre
  • Receipt Capture
  • Sneak peeks and more!
Aaron Fergusson, Practice Consultant, Intuit QuickBooks Australia
Session led by: intuit-quickbooks
Nov 1612:10
Conference pass

Pricing With Purpose

Receipt Bank
Did you know that 50% of advisors spend an average of 1 hour calculating value-based pricing for a new client? But surprisingly, the practice still ends up losing money in the end. Inaccurate client data, scope creep and underestimating the amount of work are the three most common reasons why you might be undercharging months or even years down the line. This session will discuss how your firm can price advisory services efficiently and effectively.
Beau Gaudron, Owner, Growthwise
Matthew Rowan, Partner Success Consultant, Receipt Bank
Session led by: receipt-bank
Nov 1612:10
Conference pass

A New Approach To Div7a

Tax Today
The Division 7A rule was introduced to prevent private company shareholders paying themselves through loans or debt forgiveness and thereby avoiding paying tax at marginal tax rates. However, the implementation of Div 7A has proven to be remarkably complex. The ATO is attempting to simplify these rules, with enormous implications for your clients.
  • Understandthe Board of Taxation recommendations and the Treasury and ATO’s response
  • Get practical tips on how to prepare your clients
  • Hear fearless predictions about the most likely outcome
Geoff Stein, Partner, Brown Wright Stein Lawyers
Nov 1612:10
Conference pass

How To Help Your Clients Navigate Insolvency

Practice Management
COVID-19 has devastated the Australian economy, with thousands of businesses facing financial hardship for the very first time. Insolvency expert and corporate liquidator Jarvis Archer will provide an overview on what options are available to assist business owners and company directors through these challenging times and how the new insolvency laws will provide businesses with the time they need to restructure their debts while avoiding a formal insolvency appointment.
Jarvis Archer, Partner & Corporate Liquidator, Revive Financial
Session led by: lanyana-financial-group
Nov 1612:10
Conference pass

The New Normal For Accountants, Bookkeepers and SMEs - Creating A Future With And Beyond Covid

People & Culture
Join our host Colin Beattie for this ABE exclusive edition of MYOB’s new Changecast series.COVID-19 will continue to have a massive impact on our lives long after the virus is finally contained. Successfully navigating our way through the challenges on our horizon will take careful planning and consideration. Join our panel for an open and honest discussion on:
  • The issues we all face post-COVID
  • Tactics for overcoming those challenges
  • What we can do now to shape the future
Natalie Feehan, Group Manager – Customer Success, MYOB
Steph Clarke, Facilitator, Podcaster, Designer, Steph's Business Bookshelf
Colin Beattie, Founder The People Spot and Host of Leadership of Fools, The People Spot
Peter Thorp, Director, Australian Bookkeepers Network
Session led by: myob
Nov 1612:10
Conference pass

Offshoring Accounting Services In Australia - State Of Play And Critical Success Factors

Business Advisory Sponsored By Reckon
The first and exclusive release of Bond Business School’s (Bond University) research into how small and medium businesses are succeeding with the offshoring of accounting services. Learn the blueprint for offshoring success based on this research and understand exactly how many firms are using offshoring to grow.
  • Discover the roles small and medium businesses are offshoring, and how!
  • Learn from the experiences of Australian small and medium accounting firms
  • Find out exactly what it takes to successfully offshore your services
Justin Pavsic, Managing Director, Staff Domain
Tim Hasso, Professor of Accounting, Bond Business School
Nov 1612:10
Conference pass

You Can Automate That! How To Plug Your Leaky Sales Funnel In Your Accounting And Bookkeeping Firm

Automation & Analytics Sponsored by Class & NowInfinity
    small accounting and bookkeeping firms want to grow (who doesn't, right?) but often the whole marketing and sales side of the business just seems so time consuming. If only you could easily convert leads to prospects – Well, now you can! Find out how to use the power of Automation to get organized, save time and grow sales.
  • Learn how to send leads follow up messages on autopilot
  • Find out how to automate your sales funnel so it's working behind the scenes like a loyal team member
  • Discover how to connect marketing and sales apps together
Tania Allen, Director, Vision Alliance
Nov 1612:10
Conference pass

Masterclass: How Firms Can Digitise Processes With The Microsoft Power Platform

CIO Summit
Process automation is widespread among banks, insurers and other financial services companies. Now the technology has been commoditised in Microsoft’s Power Platform and Power Apps, a high-powered replacement for macros. Discover how to use a low-code platform for rapid application development and process automation in an accounting firm.
  • Learn how to identify tasks and processes that are best suited for digitisation and automation
  • Understand how to use the Power Platform within the Microsoft cloud
  • Discover the benefits of process automation and app creation
Lee-ann Dias, Partner Technical Architect, Microsoft
Nov 1612:10
Conference pass

Supercharge Your Business Presence In The Virtual World

Intuit QuickBooks
Focused, connected and with the ability to empower others, in this session, Tory will share why the ability to build your business network and connect in a virtual world is vital to small business, especially in a new virtual world.
  • How to attract and build your business tribe
  • Tips and tricks to enable your business to become an online super attractor
  • How to translate 3 coffee catch-ups a week (via video, phone, or face to face) into a network of business referrals
Tory Archbold, Founder and Director, Powerful Steps
Session led by: intuit-quickbooks
Nov 1612:20
Conference pass

Major Changes To ATO Correspondence Delivery

Tech Talks
  • The ATO document system changes you will need to make
  • Getting the security right when delivering ATO documents
  • See an NOA processed in less than 10 seconds using AI and Machine learning
Ron Drost, Chief Executive Officer, ATO SmartDocs
Session led by: ato-smartdocs
Nov 1612:50
Conference pass

Better Data Means Better Advice With Xavier

Receipt Bank
Better Data Means Better Advice with Xavier, the intelligent data analytics tool that’s designed to quickly clean up Xero files, run health scores at a glance and present through intuitive dashboards.In this session, we will be walking you through the ‘whys’ and practical ‘hows’ of using Xavier to get better data and deliver better advice.Discover how Xavier helps you to:
  • Improve data quality across the board - from reporting right through to onboarding.
  • Identify bookkeeping issues before they become a problem.
  • Streamline processes - Build custom flows to standardise your core processes and enhance efficiency.
  • Provide insights - With accurate real-time data and efficiencies, how can you meet the surge in demand for business advisory?
Jessica Rachow, Director, BeAccounted
Lauren Crawford, Regional Partner Success Team Manager, Receipt Bank
Session led by: receipt-bank
Nov 1612:50
Conference pass

Busting Myths Relating To Tax Depreciation And What Quantity Surveyors Do

Tax Today
Duo Tax Quantity Surveyors specialise in providing advice on tax depreciation for property investors. The session aims to assist tax and financial advisors on what quantity surveyors do and how do we derive at the values produced in a tax depreciation schedule.
Tuan Duong, Principal, Duo Tax Quantity Surveyors
Session led by: duo-tax
Nov 1612:50
Conference pass

Towards Zero Debtor Days: A Transactional Day In The Life Of An Ideal Business

Practice Management
The proliferation of payment solutions has brought new hope to increasing cash flow, yet also complicated a simple idea. By taking a systematic approach to getting paid you can dramatically lower your debtor days. Tools such as engagements, invoice funding and integrating your payment system to your invoicing engine will make it easier to get paid sooner.
  • Learn of all your transactional touch points with your clients and how they impact on your debtor days
  • Understand why a non-systematic payment solution can actually cost you time and money
  • Discover some simple steps that can instantly lower your debtor days
Gabor Szekernyes, Director, Apxium
Session led by: apxium
Nov 1612:50
Conference pass

Don’t Take It Offline - How To Deal With Overwhelmed Clients

People & Culture
Anyone who has ever advised SMEs will have encountered business owners with concerning mental health problems like anxiety and depression. We often try to sidestep the issue by “taking it offline”, “parking” it or finding another convenient reason to not confront our client’s mental health well-being. Starting a conversation now may just be the best action you could take.
  • Find out how to recognise poor mental health conditions in those around you
  • Learn how to start a conversation with someone you are concerned about
  • Discover the best resources and guides available for you to share with business owners
Moderator: Alexi Boyd, Panel Moderator, Small Biz Matters
Tim Hoopmann, Founder, Spinn Business Solutions
Nov 1612:50
Conference pass

Easier, Profitable And Scalable Advisory Type Services

Business Advisory Sponsored By Reckon
We all know that traditional advisory services are too complicated; 1) for firms to implement and 2) to maintain and customers to understand and want continually pay for.Over the past two years we have identified an easier way to grow Monthly Recurring Revenue in a way customer’s value and normal accountants can provide.
  • Join this session and get a comprehensive knowledge of everything you need to know to implement this advisory type strategy for businesses
  • Ideal company size 5-50 employees where they will be more than willing to pay $3-$20k/month in recurring fees
Michael Urness, Founder, Better Execute
Nov 1612:50
Conference pass

Payroll & Small Business: What You Need To Know

Business Advisory Sponsored By Reckon
Payroll has been in the media for a long time; from the underpayment scandals of large corporates to the JobKeeper scheme as a response to the COVID-19 pandemic. However, payroll for small businesses often isn't focused on enough. Ross Heron, CEO of Payroll HQ, and Tracy Angwin, CEO of Australian Payroll Association, combine in this session to explore how and what businesses can be doing to help negate the risk of processing payroll.In this session, you will learn:
  • What Accountants, Bookkeepers & BAS Agents can do to mitigate the risks payroll associated with payroll
  • What to avoid in small businesses when processing payroll, and what to focus on
  • What changes are on the horizon for payroll
Tracy Angwin, Chief Executive Officer, Australian Payroll Association
Ross Heron, Chief Executive Officer, Payroll HQ
Session led by: payroll-hq
Nov 1612:50
Conference pass

The Fixed Fee Playbook: How To Make The Switch

Automation & Analytics Sponsored by Class & NowInfinity
In this session, we'll discuss why (and how) firms should transition away from legacy pricing models like hourly billing and embrace fixed fees.Increasingly, accounting firms are looking to move away from the traditional bill by the hour methodology towards a more value-based and fixed price model.Clients are expecting greater transparency in their fees, and technology advances mean manual time-intensive tasks like data entry, are now being automated, leaving a potential revenue gap for firms.
  • While many practitioners recognize this, they struggle to make the first critical steps towards implementing fixed fees. This webinar explores what fixed fee billing is and lays out a methodology to price your services upfront with confidence.
  • You’re likely already using fixed fee pricing in some form or another for some of your services, and we’ll discuss why, and how to introduce fixed fees across more of your clients and more of your services.
  • Ultimately, technology and automation will continue to eat away at the timesheet. Plus, your client’s expectations continue to evolve focusing more on value, or outputs and impact, rather than time. Now is the time to embrace fixed fees with a proven methodology.
  • Don’t miss this opportunity to hear first-hand about the benefits, challenges, and strategies used to successfully implement fixed fees in your practice.
Rebecca Mihalic, Head Of Accounting, businessDEPOT
Ethan Cooney, Head of Partnerships APAC, Practice Ignition
Session led by: practice-ignition
Nov 1612:50
Conference pass

How To Optimise Customer Lifecycle Management In The Cloud

CIO Summit
When the client picks up the phone, they expect their firm to know what’s going on. Behind the scenes, every firm is trying to track everything relating to that client: documents, expenses, billing, sales opportunities – and of course, phone conversations, emails and meetings. How can firms integrate cloud tech and legacy systems at a reasonable cost?
  • Find out how mid-tier firms are integrating their key systems
  • Learn how to set priorities for managing client data
  • Discover how a connected system can increase collaboration between departments
Paul Lenton, Business Advisory Director, Nexia
Adam Irwin, Chief Operation Officer, Partner Advisory Services, Pitcher Partners
Craig Stanmore, Chief Executive Officer, Enspira Financial
Nov 1612:50
Conference pass

7 Areas To Consider When Moving Your Practice To The Cloud

Intuit QuickBooks
Moving your practice to the cloud requires significant planning to ensure it's a smooth efficient process. Come along to hear about 7 areas to consider so you're ready to take the plunge!
Meagan Wood, Advisor Strategy, Intuit
Alan FitzGerald, Boss, Practice Connections Advisory
Session led by: intuit-quickbooks
Nov 1613:30
Conference pass

Best Practice Process: The Monthly Meeting. What To Discuss And How

Receipt Bank
One of the biggest changes for accountants is the idea of meeting with clients regularly to discuss their business’ performance. Bigger clients will want to meet monthly to review the previous month and adjust targets for the next. But how do you prepare and what exactly do you say?
Matthew Rowan, Partner Success Consultant, Receipt Bank
Stuart Brandman, Director, 542 Partners
Session led by: receipt-bank
Nov 1613:30
Conference pass

Lets Get Technical – What’s New In Depreciation

Tax Today
Join BMT CEO and experienced quantity surveyor Bradley Beer where you will hear about:
  • Updates to the effective life of assets
  • Amended depreciation legislation and how it affects CGT
  • Depreciation in the COVID-19 climate
  • New small and medium-sized business depreciation benefits
  • BMT’s new tax depreciation schedule capabilities
  • How depreciation works for the involuntary disposal of assets and insurance implications
Bradley Beer, Chief Executive Officer, BMT Tax Depreciation
Session led by: bmt-tax-depreciations-quantity-surveyors
Nov 1613:30
Conference pass

Connectivity And The Gig Economy: Why You Need To Think Of Yourself As An Online Business

Practice Management
Accountants and small businesses have been through significant changes with rapid digital transformation. This session will go through the key benefits seen from switching to an online business model, how to grow profits and decrease costs using cloud technology, and practical tips for helping yourself and your clients move across to an online business model.
  • Understand how digital connectivity improves the customer experience
  • Find out how to convert customer experience to profit
  • Get tips on how to start or finish your journey to an online business
Tim Garth, Podcountant, CATS Accountants
Molly Banister, Marketing Manager, SuiteFiles
Dan Osborne, Podcountant, CATS Accountants
Patrick Frigo, Consultant, Xero
Craig Bovaird, Strategic Partnerships Manager, NBN Co
Session led by: suitefiles
Nov 1613:30
Conference pass

Taming The Email Beast – Why One Size Doesn’t Fit All

People & Culture
The problem isn’t that we are all drowning in email; the real issue is that we are using email ineffectively. Too often we take a “one size fits all” mentality to setting rules in Outlook. Instead we need to configure our email programs to accommodate each person’s unique strengths, weaknesses and preferences.
  • Discover why “one size fits all” rules are fine in theory but poor in practice
  • Inbox Zero or Crowded Inbox – who cares? Why your garage might have the answer to managing email
  • Scheduling for success – how to understand your priorities and make informed decisions in even fluid environment
Glenn Tranter, Productivity Expert, Glenn Tranter Consulting
Nov 1613:30
Conference pass

Sick Of Entering Addresses Twice? How To Tie Your Sprawling App Stack Together

Automation & Analytics Sponsored by Class & NowInfinity
Firms have never had so much tech. While this explosion of riches has helped us improve efficiency in areas from proposals to compliance, it has created a tangle of disconnected databases. Ironically, the most tech progressive firms still need to update a client’s address in multiple places. Hear how one firm is tying it all together.
  • Discover the options for connecting apps, from platforms to custom development
  • Find out which database you should make your single source of truth
  • Learn how to evaluate apps based on their ability to connect to others
Dan Beck, Director, PT 2.0
Nov 1613:30
Conference pass

Robotic Process Automation: How To Apply It In Accounting Firms

CIO Summit
Robotic process automation has taken off in financial services, especially banking and insurance. Now mid-tier firms are experimenting with RPA software and other process automation platforms to eliminate data entry on a broader scale. Hear how firms are using RPA, the processes they are automating, and how SMEs are using the same technology to automate tax reporting themselves.
  • Find out about how firms use 150+ “instructions” or “robots” to manipulate, validate, convert, map, aggregate and share data
  • Learn how drag-and-drop programming is replacing the use of VBA
  • Discover how SMEs are using process automation to reduce manual data entry and find savings for Fuel Tax Credit, FBT, And GST
Michael Flanderka, Chief Executive Officer, Data Interactive
Nov 1613:30
Conference pass

Transforming Advisory Into A Digital Art

Intuit QuickBooks
Join this session to identify how your firm:
  • Can better transition your one on one advisory services into something that can benefit all your clients.
  • Uncover the efficiencies of accounting guides, checklists, and content creation to serve all your clients during this challenging time.
Tish Bhagwandeen, Director, Infinance Solutions
Session led by: intuit-quickbooks
Nov 1614:10
Conference pass

e-invoicing

Tax Today
Still spending too much time keying in invoicing data, finding and correcting other people’s mistakes or chasing missing payment information? Peppol e-invoicing makes these manual and time-consuming tasks a thing of the past. Automating your invoicing will give you a much better idea of your cashflow as well as make it easier to do business with larger companies.
  • Find out how e-invoicing helps you reduce billing errors and administrative handling
  • Learn how e-invoicing can help you get paid faster and increase your cashflow
  • Discover out how e-invoicing will reduce billing scams through its direct, secure and reliable network
Mark Stockwell, Director, e-invoicing, Australian Taxation Office
Nov 1614:10
Conference pass

The Revolution Continues: The Next Chapter In The ATO’s Correspondence Roadmap

Practice Management
The biggest change in 30 years in ATO document delivery has already hit – and the ATO has another lot of changes in the pipeline. Practices need to implement five key changes to their processes for handling Notices of Assessment and stay compliant with privacy and security guidelines.
  • Discover the fastest way to process, check and file NOAs and deliver to your client
  • Learn how you can apply the latest in machine learning and robotics to ATO documentation
  • Get some tips for developing a solid digital delivery strategy
Ron Drost, Chief Executive Officer, ATO SmartDocs
Session led by: ato-smartdocs
Nov 1614:10
Conference pass

Robot-Proof Accounting Careers: Capabilities For The Future Accountant

People & Culture
Is the accounting profession as vulnerable to job loss and disruption as international and Australasian research would suggest? The outlook is unexpectedly positive thanks to novel people and professional development strategies such as flexible capability stacks, capability diagnostic tools, and micro-credentials. Hear findings from extensive research conducted by CA ANZ and The Institute for Working Futures into the accountant of the future and their professional capabilities.
  • Understand the impact of automation and changed business models on accounting
  • Get evidence-based insights into how the role of an accountant will be replaced, augmented, or reconfigured by technology
  • Learn about the skilling challenges facing professionals and firms and how CA Capability+ can assist
Marcus Bowles, Director, The Institute for Working Futures pty ltd
Nov 1614:10
Conference pass

Business Advisory In The post Covid-19 Accounting Industry

Business Advisory Sponsored By Reckon
  • What has the industry delivered during Covid-19
  • What recovery services should we look at post Covid-19
  • What other services can we offer to our clients
  • When is the ideal time to consider delivering advisory services
Mark Holton, Director, Smithink Advisory
Nov 1614:10
Conference pass

The Honest Truth About Advisory – How To Build A Genuine Business Advisory Service

Business Advisory Sponsored By Reckon
Would you be confident enough to charge your full fee only after your clients hit their financial targets? Forget the theory; take a peek inside a highly profitable advisory business. Learn how to build a 12-month growth strategy for clients where you are committed to their success – and share handsomely in the rewards.
  • Discover the mindset shift required to deliver business advisory
  • Understand the level of investment in time and operational efficiencies to open this new revenue stream
  • Hear how you can introduce business advisory as a high-impact, high-margin activity
Aidan Parsons, Partner, The Outperformer
Nov 1614:10
Conference pass

Technology Is The Gateway To A Future Focused Practice

Automation & Analytics Sponsored by Class & NowInfinity
The accountancy and bookkeeping industry is evolving fast – increasing client demands, shorter turnaround times for jobs, the need for staff to spread themselves across multiple disciplines. Practice owners need to adopt a future-first mindset to see their businesses thrive, remain competitive, and maintain a healthy work/life balance.
  • Learn how to adapt and capitalise on this evolution
  • Find out how new technology can make it easier to manage business finances and compliance
  • Understand how to position your firm so you can ride out whatever changes the industry throws your way
Sam Allert, Chief Executive Officer, Reckon
Session led by: reckon
Nov 1614:10
Conference pass

How To Open Up Microsoft Teams To Your Clients - Without Breaching Security

CIO Summit
This session will provide you with an overview of the built-in security in Microsoft Teams. You will also learn the controls available to you as an IT admin to enable your end-users to use Teams without compromising your organisation’s security. In this session you will learn:
  • How Microsoft Teams delivers on Microsoft’s promise of Private, Security & Trust.
  • What are the security controls you as admin can apply to make Teams secure?
  • Top 10 Teams security best practices
Pramiti Bhatnagar, Security & Compliance Architect, Microsoft
Nov 1614:10
Conference pass

How To Supercharge Your Practice With AI And Machine Learning

Intuit QuickBooks
Clients want to know what apps to use with their accounting software, but few firms know how to recommend them. One approach is to learn about as many apps as you can – but with 6,000 applications in the QuickBooks ecosystem, this is impossible.This presentation will look at a methodology firms can use for undertaking app advisory and cover some of the most common traps that firms can fall into.
  • Discover the skills firms need for app advisory: analytic skills, accounting knowledge,
  • professional networks
  • Find out how to ask the right questions before deciding on a solution
  • Learn how to analyse a business, understand its processes and common constraints
Grant Quick, Senior Solutions Engineer, Intuit QuickBooks
Session led by: intuit-quickbooks
Nov 1614:50
Conference pass

3 Steps To Grow Advisory Services With Xavier

Receipt Bank
Demand for advisory work is on the up. In a recent poll of over 100 accountants, we found that three out of four advisors are providing more financial advice to small businesses since Covid-19.The question is, how do you turn once-off engagements into repeatable services that run like clockwork?We sought practical advice from Advocate-Name, the Head of Business Advisory at one of Australia's leading accounting firms. Since implementing Xavier in January 2020, Kendons have grown their advisory work by 25%.
Matthew Rowan, Partner Success Consultant, Receipt Bank
Kate Bennett, Advisory Team Head, Kendons
Session led by: receipt-bank
Nov 1614:50
Conference pass

The Changing Tax Landscape - 2020 And Beyond: What You Need To Know

Tax Today
In a conversational discussion, Neil Jones and Lee-Ann Hayes take a look back at the year; reviewing where we were this time last year and where we’ve found ourselves now. What does the tax landscape look like as we head toward 2021?Learning Outcomes:
  • Gain an overview of the Australian tax landscape in this past year
  • Gain knowledge and understanding of what the tax landscape will look like moving forward into 2021
  • Enjoy the insight of two of Australia’s industry-respected tax minds
Neil Jones, Director & Senior Tax Trainer, TaxBanter Pty Limited
Lee-Ann Hayes, Senior Tax Trainer, TaxBanter Pty Limited
Session led by: taxbanter
Nov 1614:50
Conference pass

How To Nail People Management And Ensure Offshoring Success

Practice Management
50% of the critical success factors to offshoring come down to people – onshore and off. Get people management wrong, and your offshoring will fail. Your Australian and offshore teams are both vital to the success of your offshoring strategy. How you hire manage them, how you make them feel, how you train them – you’ll learn this and much more.Join our expert panel to learnhow to nail people management and ensure offshoring success.
Xavier Miller, Founder and Principle Consultant, NextGen HR
Sarah Mcleod, Managing Director, Q2HRSolutions Group of Companies
Justin Pavsic, Managing Director, Staff Domain
Marie El Daghl, Communication specialist, Training George
Session led by: staff-domain
Nov 1614:50
Conference pass

Resilient Leadership. Moving To A Post-COVID Organisation

People & Culture
There is no doubt that COVID-19 has shaken the foundations of our society and economy. We are all affected – whether that be in our mental wellbeing, physical health, personal and professional relationships, or in our financial security.In this session, Stuart Taylor (CEO of Springfox) will present the Springfox COVID research findings in "The Australian Workforce Response to COVID-19: A call for courage, connection, and compassion". Based on this research, Stuart will provide leadership insights to forward both on a personal and broader organisational level.Learning Outcomes:
  • Impact of COVID on stress, trust, compassion, and wellbeing
  • Leadership implications for addressing the negative impacts
  • Recommendations for building a resilient organisation in 2021
Stuart Taylor, CEO, Springfox
Session led by: chartered-accountants-anz
Nov 1614:50
Conference pass

How To Turn Accounts Payable Into A Profitable, Client-Focused Service

Business Advisory Sponsored By Reckon
Paying bills or payroll for clients is a thankless task. Batching payments, fiddling with ABA files and online banking – and doing it all again when the client doesn’t approve in time. But what if it took two minutes to select and send a list of invoices, salaries or any accounts payable item, for approval directly to the manager or business owner?
  • Learn how to set up a scalable, highly efficient system for processing bills, salaries, BAS and super
  • Find out how to reduce the risk of business email compromise and invoice fraud
  • Discover how to reduce the risk in handling clients’ bank details
Dean Martin, Chief Executive Officer, PayVu
Session led by: payvu
Nov 1614:50
Conference pass

The Future Of Trust Accounting And Administration

Automation & Analytics Sponsored by Class & NowInfinity
As the SMSF market matures and adapts to regulatory reform, investment trusts are fast emerging as a prime opportunity to boost client service levels and grow your practice. What are you doing to meet this demand?In this session, Angelique will showcase Class’ latest product – Class Trust, and will explore how you can leverage a trust accounting and administration service to grow your business and boost client service levels.
  • Understand how to adapt to the changing SMSF market and explore how to leverage the trust accounting opportunity for your practice.
  • Learn about Class’ latest new product, Class Trust – an industry-first in trust accounting and administration.
  • Discover how you can see 50% efficiency gains in investment trust administration tasks with Class Trust.
Angelique Faes, SME Senior Analyst, Class Limited
Session led by: class
Nov 1614:50
Conference pass

The Rise & Growth Of Bookkeeping

Automation & Analytics Sponsored by Class & NowInfinity
  • The rise in collaboration & importance of the bookkeeper/accountant relationship
  • Growth & opportunities through adding additional services to your offering
Daniel Tramontana, Chief Operating Officer, BGL
Lielette Calleja, Director, ALL THAT COUNTS
Session led by: bgl
Nov 1615:30
Conference pass

How To Build A Firm Of The Future – Industry Report

Practice Management
Accountants face rapid change on a daily basis due to new technologies, a complex regulatory environment, shifting business needs and an increasingly engaged public. CPA Australia’s “My Firm. My Future” is a landmark report which uses industry data and qualitative and quantitative research to provide practical insights on building a sustainable practice for the future.
  • Find out how to set your firm up for the future based on research findings
  • Discover how to leverage technology to build a smarter business
  • Understand the value in technology and the role it can play in your practice
Keddie Waller, Head Of Public Practice, CPA Australia
Session led by: cpa-australia
Nov 1615:30
Conference pass

What Works And What Doesn't: How I Teach My Accountants To Be Advisers

Business Advisory Sponsored By Reckon
One of the hardest problems facing firms today is how to train accountants to handle higher level advisory work. It’s a mix of soft skills, practical knowledge and processes; but can you really buy this stuff off the shelf? Hear a warts-and-all journey of how one firm increased the value of services and fees charged by retraining existing staff.
  • What should advisory look like in your business? See one list of options
  • Discover how to make advisory a part of your business and culture
  • Templates, steps and information – get the structure that accountants want
Amanda Kenafake, Chief Executive Officer, Power Tynan
Nov 1615:30
Conference pass

Outsourcing vs Automation For SMSF: What Is The Most Efficient Solution For Your Firm?

Automation & Analytics Sponsored by Class & NowInfinity
It’s a classic argument about any service in a firm today – should you automate it or outsource it? Or both? SMSF processing is a paper-heavy, manual and repetitive compliance process. Walk through three scenarios and hear how firms increased efficiency while maintaining control, transparency and quality over their SMSF service.
  • Understand which solution best aligns to your firm's strategy
  • Learn about the benefits and pitfalls of outsourcing versus automation
  • Find out where technology can improve workflow and efficiency in your SMSF workflow
Clint Estavilla, Head of Sales, Cloudoffis
Session led by: cloudoffis
Nov 1615:30
Conference pass

Practice Management Is For Billing a Client. A CRM Is For Knowing Them

CIO Summit
Firms often mistake practice management for CRM – after all, it does come with a client database. The problem is that practice software is built to improve internal productivity. It isn’t designed to assist you in knowing, helping and growing your clients. The move to the cloud is giving firms more options for improving client engagement and revenue.
  • Learn about the new crop of enterprise-grade CRMs customised for larger firms
  • Find out how firms can use CRMs to identify which clients are likely to buy more services
  • Discover the benefits of a CRM for event management, email marketing and succession planning
Alan FitzGerald, Boss, Practice Connections Advisory
Nov 1616:00
Conference pass

Where To From Here For The Australian Economy?

Keynotes
What a year! 2020 heralded a global pandemic and consequently Australia’s first recession in 29 years. Where does this leave the economy now, and what can we expect to see in 2021 and beyond?
Jeremy Thorpe, Partner and Chief Economist, PwC
Nov 1616:30
Conference pass

The Role Of The Accountant In Shaping The Modern Business Of 2021

Keynotes
A discussion between Australia's fastest-growing Fintech and the leading small business platform. Airwallex and Xero will discuss what it means to be a modern business, and the role of the accountant in modernising businesses to stay competitive in a post-COVID-19 era.
  • Find out how SMEs are using technology to compete with big business and how their accounting partners are supporting them
  • Identify opportunities to improve data-driven decision making and have better visibility and control of finances with technology
  • Hear how Airwallex became the fastest unicorn in Australian history and how SMEs accelerate their global growth with Airwallex
Ian Boyd, Director of Partnerships APAC, Xero
Neil Luo, Head of Growth, Airwallex

Create your personal agenda –check the favourite icon

Nov 1709:00
Conference pass

CFO’s Story: How To Manage A $13 Billion Company In Growth Mode

Keynotes
What’s on the plate of a CFO of a $13 billion company that is experiencing rapid growth? Mirvac’s assets under management nearly doubled to $23 billion in five years and are on track to hit $32 billion by 2024. How do you scale up an organisation to handle that growth and avoid inefficiency?
  • Discover the technology trends that are changing the skillset needed in the finance team
  • Find out why employee engagement is such a critical metric to supporting high growth
  • Get tips on how to create a high-performing culture
Kylie Parker, Director, Lotus Accountants
Shane Gannon, Chief Financial Officer, Mirvac Group
Nov 1709:00
Conference pass

"The Times They Are A-Changin” – Now More Than Ever It's 'The Time' To Digitise Your Business Processes

Tech Talks
This song truly encapsulates this crazy year - such a time of change that has been brought upon us by the Coronavirus.This session is for businesses who know that automation and digitisation is now more than ever essential for a business to succeed.Join Sharon Nouh, CEO/Founder of expensemanager as she discusses how a digital process and automation can:
  • Reduce costs by eliminating manual effort and transform business processes to be as efficient and effective as possible
  • Support a WFH workforce and maintain high levels of customer service
  • Mitigating the increasing rate of business fraud
  • Hyper automation - what it is, why it's important for a best-in-class digital process
Sharon Nouh, CEO, expensemanager
Session led by: expensemanager
Nov 1709:00
Conference pass

5 Ways Castaway Can Help You

Tech Talks
Learn how Castaway Forecasting, the most powerful forecast budgeting tool in the world, can help you save hours in your budgeting process.In this session, you will learn:
  • About some of the key features within Castaway
  • How you can speed up your month-end reporting process
  • How Castaway consolidates multiple files
Cynthia Ong, Castaway Consultant, Castaway Forecasting
Session led by: castaway-forecasting
Nov 1709:00
Conference pass

6 Steps To Getting Any Client To Accept Your Tax Advice

Tech Talks
Learn how to automate the 4 stages of tax advice with ChangeGPS’s Tax Plan Plus.
  1. TELL your client what you plan to do
  2. FORECAST group profit
  3. CREATE a base scenario
  4. AUTOMATE tax strategy recommendations
  5. MODEL distribution plans
  6. PROVE tax savings to your client
By the end of this session, you will have the confidence to charge for and spend lesstime on tax advice.
David Boyar, Chief Executive Officer, ChangeGPS
Timothy Munro, CEO Founder, ChangeGPS
Session led by: changegps
Nov 1709:00
Conference pass

A Guide To Giving Your Clients A Fresh Financial Start Post-COVID-19

Tech Talks
Lanyana Financial Group exists to support Australian individuals and businesses who are in financial hardship with tailored debt management and lending solutions. Lanyana Financial Group CEO, Shane Edwards, will provide an overview on how COVID-19 has affected Australians financially and what options are available to assist your clients - both individuals and businesses - through these uncertain times.
Shane Edwards, Chief Executive Officer, Lanyana Financial Group
Session led by: lanyana-financial-group
Nov 1709:00
Conference pass

A TaxBanter Taster – Samples Of TaxBanter’s Industry Leading CPD Training

Tech Talks
A “tech talk” in the most literal sense, showcasing the knowledge of some of our expert tax trainers with extracts from four TaxBanter training sessions – Federal Budget 2020-21; a tax update, and two special topics. Experience the quality of a TaxBanter training session.Learning Outcomes:
  • Gain insight into the value of TaxBanter training for your staff.
  • Contact our team to discuss your firm’s training needs.
Michael Messner, TaxBanter Pty Limited
Lee-Ann Hayes, Senior Tax Trainer, TaxBanter Pty Limited
Neil Jones, Director & Senior Tax Trainer, TaxBanter Pty Limited
Debbie Ghuliani, TaxBanter Pty Limited
Session led by: taxbanter
Nov 1709:00
Conference pass

Accelerating Your Business with DocuSign

Tech Talks
Discover how to accelerate your business using the DocuSign and CAS 360 integration.
Garret Terrien, Account Executive, DocuSign
Session led by: docusign
Nov 1709:00
Conference pass

An Integrated And Automated SMSF Workflow

Tech Talks
  • See the various SMSF workflow scenariosand where Cloudoffis fits in and supports in-house or external processes
  • How Cloudoffis integrates with Class and BGL to become your administration, workflow & workpaper automation tool - from end of year processes, referencing, reviews, queries, signoff, and transfer to audit
  • Demonstration of the powerful workflow dashboard with entire stakeholder, job, and query management
  • For firms looking to outsource, see how Cloudoffis drastically increases efficiency and helps with business continuity in the audit department
Clint Estavilla, Head of Sales, Cloudoffis
Session led by: cloudoffis
Nov 1709:00
Conference pass

ATOmate: The Ultimate ATO Document Automation

Tech Talks
  • Discover how easy it is to automate the processing of ATO documents
  • Discover how to cut administration time by 90% so you can focus on your customer and client
  • Find out how to get your team to love you for automating time consuming tasks
Stan Corner, CEO, Business Automation Works
Session led by: atomate-powered-by-business-automation-works
Nov 1709:00
Conference pass

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

Tech Talks
  • Discover how a modular approach can personalise the cloud accounting experience
  • Learn how IPA Books+ enables collaboration and promotes improved productivity
  • Understand how you can adhere to mandatory ATO requirements like Single Touch Payroll (STP)
Tristan Daniell, Business Development Manager, IPA Books+
Session led by: reckon
Nov 1709:00
Conference pass

Bring Joy + Simplicity To Client Engagement/Advisory

Tech Talks
The co-founders provide a fun exposé on how they created Zivora to help the economy grow faster through superior Virtual CFO automated visual insights.
  • Why Zivora's no-nonsense fun tool, to engage small business in their own financial story, is a winner
  • What is Zivora.co and how it's simplifying the Accountant/Bookkeeper role in the Virtual CFO/Advisory/Automated Insights area?
  • How accountants can save time and improve communications with Zivora's inbuilt chat/commentary function
Prasanna Nagar, Co-Founder, Zivora
Wayne Zwar, Co-Founder, Zivora
Session led by: zivora
Nov 1709:00
Conference pass

Business Failure – Director’s Home At Risk. Not Necessarily!

Tech Talks
See the difference quality pre-insolvency advice can make for a person in financial distress! Thankfully, with quality advice clients can often retain the family home and cause minimal interruption to family life. A real-life case study will demonstrate how different the outcome can be when you get the right advice. In this case two brothers faced identical challenges, but the outcomes were radically different.
  • Learn the importance of recording personal guarantees your clients have signed
  • Understand the implications of ATO debt for directors
  • Find out how to retain the family home in a worst-case scenario
Ross Cullen, Business Development Manager, de Jonge Read
Session led by: de-jonge-read
Nov 1709:00
Conference pass

CCCH iQ Client Match: Identify Advisory Work

Tech Talks
Thispredictive intelligence technology automatically identifies which clients you should contact about upcoming tax changes and our content explains how it will impact them. Without having to spend time manually aligning clients to tax changes, you’re open to focus on higher-value activities, such as advising your clients on how to deal with these upcoming taxdevelopments. CCH iQ Client Match enables you to provide a proactive, value-added service, so your clients are better protected andyourpractice is better equipped to grow. Integrating seamlessly with Xero Tax and CCH iFirm.
Tim Higgs, Technical Solutions Manager, Wolters Kluwer
Session led by: wolters-kluwer
Nov 1709:00
Conference pass

CCH iFirm Practice Manager And Document Vault

Tech Talks
With CCH iFirm Practice Manager you will benefit from efficiency and visibility from the first cloud-based practice management platform in Australia. Easy job allocation and an impressive toolkit and reporting leads to transparency and accountability throughout your practice. The new CCH iFirm Document Vault brings all your hard and soft copy documents together into one single, easily accessible location.
Tim Higgs, Technical Solutions Manager, Wolters Kluwer
Session led by: wolters-kluwer
Nov 1709:00
Conference pass

CCH iKnow: Tax Research Platform

Tech Talks
Balanced tax commentary with up-to-date data and insights, prepared by the same team that powers the Australian Master Tax Guide.
  • Source material of the latest legislation, rulings, cases, and judgments
  • Topic guides with a practical overview of that tax topic and relevant source material, news and commentary
Cecilia Skinner, Business Manager, Wolters Kluwer
Session led by: wolters-kluwer
Nov 1709:00
Conference pass

Clients In Financial Distress? See What Options Are Available.

Tech Talks
Do you have clients facing financial difficulty?Probably a loaded question right now.A practical case study format will highlight the different options for your client in these situations and how the right solution can make a huge difference to the outcome.
  • Learn how independent, holistic advice can assist business owners and individuals achieve the best possible outcome
  • Discover how a business can be restructured and become profitable
  • Understand bankruptcy and how an individual can keep their family home
Kate Hulsman, Business Development Manager, de Jonge Read
Session led by: de-jonge-read
Nov 1709:00
Conference pass

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

Tech Talks
This tech talk will
  • Unpack the latest social engineering scams, duping and defrauding finance teams
  • What to do about them
  • How to mitigate the rest of loss in the payments process
  • How to enhance payment controls to prevent successful cyber-attacks
Gavin Levinsohn, Chief Marketing Officer, EFTsure
Session led by: eftsure
Nov 1709:00
Conference pass

Connecting With Clients For Sharing & Signing

Tech Talks
Avoid sharing documents via email and remove the need for another physical signature. This session will go through how to securely share documents, assigning tasks to clients for them to complete, and how to get a document digitally signed in SuiteFiles in just a few clicks.
  • Understand how digital signing is used in SuiteFiles
  • See a new process for sharing and requesting information from your clients
  • Look at a simplified workflow for onboarding & ongoing client management
Scott Wilkinson, Head of Business Development, SuiteFiles
Session led by: suitefiles
Nov 1709:00
Conference pass

Creating Your Very Own Digital Reporting Solution That Works

Tech Talks
Do your clients want more insights, but less paperwork? Are you wanting to improve the timeliness and frequency of SMSF reporting? Are you hoping to save yourself time in the process?Join me as I share how we have helped accountants give their clients a better experience, in a way that can really benefit your business.Redirecting mail, changing the way transactions are processed, and obtaining appropriate authorisations are all key to being able to offer your own digital reporting solution for clients
Joshua Williams, Chief Operating Officer, SuperGuardian Pty Limited
Session led by: superguardian
Nov 1709:00
Conference pass

Discover How To Streamline Data Entry With AutoEntry

Tech Talks
  • Find out how to streamline your data entry and maximise features within AutoEntry
  • Discover AutoEntry’s full line item extraction and how to set rules for line items
  • How to reconcile supplier statements for your business or clients business
Katherine Port, Senior Account Manager, AutoEntry
Session led by: autoentry
Nov 1709:00
Conference pass

Empowering your clients to embrace remote working

Tech Talks
A talk on how your clients can embrace remote working, and utilise ERP to boost their productivity and effectiveness.
Oliver Pritchard, Business Development Manager, Liberate IT
Session led by: liberate-i.t.
Nov 1709:00
Conference pass

Empowering Your Firm By Creating A Connected Practice

Tech Talks
  • What does a connect practice look like?
  • The positive impact that a connected practice has on your workflow
  • By using BGL, how can you create a connected practice
Adriana Cavallo, Head of Partnerships, BGL
Session led by: bgl
Nov 1709:00
Conference pass

Explore An ABN Membership

Tech Talks
An ABN membership provides you with the best resources, tools, and templates to assist you in transforming your bookkeeping business. Let’s explore the ABN Member Centre and how it can become your greatest weapon for success in your bookkeeping journey!
Leanne Lewis, Customer Relations Manager, Australian Bookkeepers Network Pty Limited
Session led by: australian-bookkeepers-network
Nov 1709:00
Conference pass

Exploring Managed Investment Scheme (MIS)

Tech Talks
This session talks about what is Management Investment Scheme (MIS) and how MIS works.Learning Outcomes:
  • Understand basic knowledge of MIS
  • Learn the benefit of the MIS structure
  • Know how to establish and operate MIS
Penny He, CFO, N1 Holdings Limited
Session led by: n1-holdings
Nov 1709:00
Conference pass

Go To The Cloud With Australia’s Number One Corporate Compliance Platform

Tech Talks
Over a million companies are still on desktop using the ASIC portal – this is the time to save 50% of your admin tasks with a cloud-based solution. In this session, Ben will show you how it couldn’t be easier to handle all your ASIC compliance including annual statements, debt reminders, and all other lodgement documents.
  • Implement streamlined workflows with annual statement automation and debt reporting.
  • Eliminate repetitive data entry – saving you money and time! – by making changes to companies in bulk.
  • Automate client follow up with personalised outgoing communications with your branding and customised templates.
Ben Gill, National New Business Director, NowInfinity
Session led by: nowinfinity
Nov 1709:00
Conference pass

How Cyber Attacks Hit Accounting Firms In 2020

Tech Talks
In this short, 15 minute webinar we will discuss an overview of cybercrime and how it continues to impact Accountantsand Bookkeepers. We will cover:
  • What the flow-on effects of a cyber attack can be and the sources of these
  • How to spot a scam and how to avoid being caught out
  • Implementing a risk management plan
  • Case studies of firms that were targeted and the effects of these
Karen McDonald, Associate Director, Accountancy Insurance
Session led by: accountancy-insurance
Nov 1709:00
Conference pass

How HR Tech Helps You Avoid People Management Headaches And ‘Wage Theft’ Scandals

Tech Talks
People management headaches can be damaging to your business. They can also be costly and time-consuming to resolve. ‘Wage theft’ scandals can also be very-expensive and damaging to your brand.
  • Discover how HR tech can help you manage people and compliance more effectively,
  • See how HR tech can help you manage mandatory employee records more efficiently,
  • Learn how HR tech can reduce people management stress and save you time & money!
Sean Wilson, Chief Executive Officer, Workforce Guardian
Session led by: workforce-guardian
Nov 1709:00
Conference pass

How JobKeeper And Cash Flow Boost Will Continue To Attract ATO Audit Activity

Tech Talks
In this short, 15 minute webinar we will cover what audits wehave seen the ATO are doing around JobKeeper already, if accountants should have any extras concerns about JobKeeper 2.0 audits, and will the new JobKeeper 2.0 eligibility criteria and the cessation of cash flow boost lead to more ATO audit activity?
Rod Spicer, Associate Director, Accountancy Insurance
Roman Kaczynski, Director, Accountancy Insurance
Session led by: accountancy-insurance
Nov 1709:00
Conference pass

How NETSTOCK Inventory Optimisation Can Help Transform Businesses

Tech Talks
  • Free up cash and improve the balance sheet
  • Increase sales
  • Improve planning and replenishment efficiency
Andrew Hiscox, Chief Executive Officer, NETSTOCK
Session led by: netstock
Nov 1709:00
Conference pass

How To Avoid A World Of Offshoring Pain With Technology

Tech Talks
It is one of the critical success factors to offshoring, and the first thing you need to investigate before taking the plunge. How can you be sure your future offshore solutions provider (BPO) adopts best practice and quality technology? And the question on every accountant’s lips – how do I ensure data and IP safety and security? These experts cover the offshoring tech essentials that will keep the headaches at bay and set you up for success early. Learn:
  • How to uncover the tech your potential BPO is using and why it matters;
  • About the software you can bring to the table for team integration; and
  • The absolute security must-haves for a safe, secure, and productive global workforce.
Justin Pavsic, Managing Director, Staff Domain
Marie El Daghl, Communication specialist, Training George
James Lobbes, IT Adviser, Interlinked
Session led by: staff-domain
Nov 1709:00
Conference pass

How To Do More To Help Your Clients

Tech Talks
About 80% of Australians do not receive any professional financial help, and clients continually look to accountants for investment advice. The Banking Royal Commission has highlighted the importance of access to unconflicted and transparent advice, with digital advice increasingly being identified as a solution. This Tech Talk will update you on affordable and accessible solutions to help your clients with investment management.
  • How can accountants support clients who need further advice?
  • What is digital advice?
  • What problems can digital advice solve for clients?
Ted Richards, Business Development Director, Six Park
Session led by: six-park
Nov 1709:00
Conference pass

How To Document Business Processes For The Benefit Of Remote Teams

Tech Talks
If there’s something successful franchises understand, it’s how a good process creates outstanding outcomes consistently. Regardless of who is doing the work, or where. Join Justin Pavsic, Managing Director, Staff Domain and learn:
  • Why you need to create business processes;
  • How to start documenting the processes; and
  • The best tools you can use to do this effectively and efficiently.
Justin Pavsic, Managing Director, Staff Domain
Session led by: staff-domain
Nov 1709:00
Conference pass

How To Get Your Audit Done Smoothly

Tech Talks
  • Record keeping and providing supporting documentation
  • Working with your auditor
  • Response to technical queries
Wafaa Said, SMSF Auditor, Probe SMSF Audits
Session led by: probe-smsf-audits
Nov 1709:00
Conference pass

How To Stay Productive And Run Your Business Remotely

Tech Talks
John discusses the workflow and client collaboration issues which arise when staff are working remotely.He also highlights how Nimbus Cloud Document Management features, work to assist in resolving these issues and thus allow staff productivity to be maintained in a distributed office environment.
John Woodbridge, CEO, Nimbus Portal Solutions
Session led by: nimbus-portal-solutions
Nov 1709:00
Conference pass

How To Turn Tax Returns Into Advisory Work

Tech Talks
Learn how to show your value to clients in your annual meeting with ChangeGPS Meetings app.
  1. STANDARDISING your annual meeting across all staff and clients
  2. PRESENTING group results in an automated report (and not a rushed excel report!)
  3. SETTING UP the advisory work for the year ahead
All with no extra time for you and in a time frame you’ve committed to your clients.
David Boyar, Chief Executive Officer, ChangeGPS
Session led by: changegps
Nov 1709:00
Conference pass

Increase Cashflow & Reduce DSO & Costs With Paycepaid

Tech Talks
With everything that’s going on in the world, the knock-on effect is that businesses will all have to adapt to new ways of doing business.
  • How high DSO affects your business and what actions are you taking to remedy this?
  • Why automation is the right way to go, logically and economically
  • Paycepaid is here to make your lives easier and help your business succeed!
  • Continuously innovating - Our collaboration with Monoova to allow you to choose how you receive, manage and pay funds in real-time
  • Stop writing off bad debtors and get in touch today!
Bill Mali, Founder & CEO, Paycepaid
Session led by: paycepaid
Nov 1709:00
Conference pass

Introducing UniFLOW Online’s Filing Assist: A Filing System To K.I.S.S*

Tech Talks
There is one rule for filing: Keep it simple! So why does it always seem so complex and time-consuming? Introducing Canon’s uniFLOW Online’s Filing Assist*, a new cloud-based filing solution designed to save you time, reduce keying errors, and bring consistency to your filing. Whether you’re at home, at work, or on the go, if you can access the internet, you’ll be a button click away from finding the file you need, when you need it, quickly, and simply.Filing Assist uses pre-configured workflows that scan batches of repetitive documents including invoices, delivery notes, picking lists, and orders to popular cloud services. Not only are they scanned, they are named, converted, and filed based on rules and information from the document.
Ross Beavis, Software Solutions Consultant, Canon Australia Pty Limited
Session led by: canon
Nov 1709:00
Conference pass

Introducing Zoho Finance

Tech Talks
Get a glance of the cloud-based, GST compliant Australian edition of Zoho Finance suite. This will introduce you to the capabilities of the key finance applications that can help you manage your back office operations and stay on top of your financials.
Balasubramanian C, Product Marketer, Zoho
Akhil C, Product Marketer, Zoho Corporation
Session led by: zoho
Nov 1709:00
Conference pass

Introduction To AccountKit

Tech Talks
AccountKit is a suite of tools made specifically for Accountants and Bookkeepers, designed to help automate day-to-day compliance and administrative tasks. Come along for an introduction to hear where AccountKit fits within your software stack as a precursor to our second tech talk “The Tools of AccountKit”. In this session we’ll be covering as follows:
  • Managing your clients, contact and affiliates
  • Client Group dashboard for creating visibility across your team
  • Outline of the power of the Integrations including Xero Practice Manager, NowIfninity, BGL and more
  • A brief overview of the CRM functions through the capturing of all types of correspondence
Paul Murray, Founder, AccountKit Pty Limited
Session led by: accountkit
Nov 1709:00
Conference pass

Introduction To Airwallex For The Modern Accountant

Tech Talks
Join Kelly Hoyle, Airwallex's partnerships manager as she demonstrates how Airwallex transforms the way businesses move and manage money globally. Airwallex provides global business accounts, built for the modern business.Learning Outcomes:
  • Streamline and secure your global team expense management with Airwallex Virtual Cards
  • Improve profit margins from high foreign exchange fees on international payments
  • Simplify multi-currency bookkeeping and reconciliation with our Xero integration
Kelly Hoyle, Channel Partnerships Manager, Airwallex
Session led by: airwallex
Nov 1709:00
Conference pass

Investment Trusts: The New Growth Frontier

Tech Talks
Today, there are over one million trusts in Australia, including over 530,000 investment trusts making them the second largest investment vehicle after super. In this session, Gopi will showcase the current and future trends for accounting, and will demonstrate how you can leverage trust accounting and administration as a prime opportunity to grow your firm.Learning Outcomes:
  • Understand the current and future industry trends growth for accountingin today's industry landscape
  • Learn how to overcome common administration challenges to build a robust and scalable offer in the growing trust space
  • Explore how to automate and standardise trust accounting and administration plus manage investments and reporting for non-SMSF portfolios.
Gopi Sundaralingam, Senior Product Manager, Class Limited
Session led by: class
Nov 1709:00
Conference pass

Learn How To Save Money With NowInfinity’s Legal Documents

Tech Talks
Save money by using legally backed, instantly available documents for entity creation to easily set up companies, trusts, SMSF, loan agreements, and more. In this session, Ben will go through pricing legal documents and help you create a top marketing strategy to drive traffic to your website, plus he’ll also teach you how to price for a growth plan in 2021.
  • Easily set up companies, trusts, SMSF within minutes.
  • Optimise your workflows with electronic signing to finalise documents and communicate with your clients in real-time.
  • Streamline registrations by setting up bank accounts, ABN, TFN, and ACNs in seconds.
Ben Gill, National New Business Director, NowInfinity
Session led by: nowinfinity
Nov 1709:00
Conference pass

Learn More About QuickBooks Tax Powered By LodgeiT

Tech Talks
Using QuickBooks Online Accountant you can efficiently finalise your client’s accounts and then seamlessly prepare and lodge their return using our integrated tax solution, QuickBooks Tax powered by LodgeiT.Join Matthew Pisarski, Strategic Partnerships Manager at Intuit, and Andrew Noble the Founder of LodgeiT, for a deep dive into how QuickBooks Tax will;
  • Allow you to prepare and lodge a return from anywhere
  • Auto-fill working papers, tax returns, and Special Purpose Financial Statements.
  • Simplify classification and mapping process with Artificial intelligence (AI)
  • Accelerate client sign off with e-signatures.
Matthew Pisarski, Global Business Development, Intuit Quickbooks
Andrew Noble, Founder, LodgeiT
Session led by: intuit-quickbooks
Nov 1709:00
Conference pass

Manage, Edit, Share & Sign Your Files Online - SuiteFiles

Tech Talks
Increasingly, businesses are moving to the cloud. SuiteFiles allows accountants to store all of their client documents and emails online. With real time collaboration features, digital signing, and close integration with Xero & Microsoft 365, moving online has never been easier.
  • Understand the steps to transition your practice documents online
  • See how to automatically file client communications
  • Learn how to integrate Xero & Microsoft into SuiteFiles
Adam Koch, Sales Executive, SuiteFiles
Session led by: suitefiles
Nov 1709:00
Conference pass

Meet your customers’ legal, financial and tax needs faster with DocuSign

Tech Talks
DocuSign enables accountants and tax specialists to get necessary signatures faster than ever, while still meeting strict legal requirements. Now you can turn around documents in hours—not days. Watch this demo to learn how you can meet clients' legal, financial and tax needs faster with DocuSign.
Zonaldson Quah, Solutions Engineer, DocuSign
Session led by: docusign
Nov 1709:00
Conference pass

MYOB Capture

Tech Talks
Create efficiencies in your workflow and safeguard your clients against audits by harnessing the power of MYOB Capture and the In-Tray to access source documentation when you need them.
Allan Boyle, MYOB
Session led by: myob
Nov 1709:00
Conference pass

MYOB Corporate Admin

Tech Talks
An overview of the MYOB cloud Corporate Admin software. Register and create new corporations and entities, prepare and lodge ASIC forms, manage annual statements, stay on top of ASIC debts and securely correspond with clients.
David Lockwood, Senior Connected Practice Solutions Consultant, MYOB
Session led by: myob
Nov 1709:00
Conference pass

MYOB Essentials Onboarding

Tech Talks
An overview of onboarding a new client to the MYOB Essentials software. Creating the file, setting up a custom chart, coding transactions and reporting.
David Lockwood, Senior Connected Practice Solutions Consultant, MYOB
Session led by: myob
Nov 1709:00
Conference pass

MYOB Portal

Tech Talks
An overview of the MYOB portal solution for digital signatures and securely exchanging documents with clients on any device.
David Lockwood, Senior Connected Practice Solutions Consultant, MYOB
Session led by: myob
Nov 1709:00
Conference pass

MYOB: New, Powerful Reporting

Tech Talks
Analyse your business data using the power of our all new reporting capabilities.
Leigh Gatherer, Connected Practice Consultant, MYOB
Session led by: myob
Nov 1709:00
Conference pass

NEW Partner Referral Program: Earn Tens Of Thousands Of Qantas Points For Setting Up Other Businesses For Success

Tech Talks
Tune in to find out about B2Bpay’s new Partner Referral Program that allows you to help other Australian businesses get paid faster and improve cash flow and earn tens of thousands of bonus Qantas Points for doing so.
  • How you can help other Australian businesses get paid faster and improve cash flow by recommending B2Bpay’s innovative payment solutions
  • Learn how B2Bpay’s innovative integrations with Xero, MYOB, and QuickBooks work and how they can save businesses time and money
  • See how you can earn tens of thousands of Qantas Points per month, and watch your points balance take off. And when the time is right, you can take off on a well deserved holiday too!
Kevin Butler, General Manager, B2BPay, B2Bpay
Session led by: b2bpay
Nov 1709:00
Conference pass

Payments Made Awesome

Tech Talks
Mark Nimco, CTO, Yak Pay
Session led by: yak-pay
Nov 1709:00
Conference pass

PayVu Walkthrough Demo

Tech Talks
All business payments. 1 app. 1 process. 1 page. Turning Accounts Payable Into A Profitable, Client-Focused ServiceLearning Outcomes:
  • Separation of Roles/Duties
  • Slash your administration time, and low-value customer contact
  • Provide a secure, scalable, and compliant Accounts Payment solution for all customers
Andrew Souvannavong, Account Manager, InPayTech
Session led by: payvu
Nov 1709:00
Conference pass

Powering Up Your Efficiency And Control With Automated Workflow Management

Tech Talks
Challenges faced while outsourcing financial and accounting services are known to many! Listen to this one-of-its-kind 'Tech Talk' to learn about the role, technology, and automation play in overcoming these challenges. Learn how 'Automated Workflow Management Portal' at SuperRecords foster collaboration and increase efficiency while outsourcing your accounting services.
  • Challenges faced while outsourcing accounting services
  • Role 'Technology' play in overcoming those challenges
  • Increased efficiency, control, and collaboration with SuperRecords' Automated Workflow Management portal
Sam Bhaskar, General Manager - Business Development, Super Records Pty Ltd
Session led by: super-records
Nov 1709:00
Conference pass

Practice Anytime, Anywhere, with Sage Accountant Cloud

Tech Talks
Clients' needs and expectations are constantly evolving and this is affecting a change in the way accountants interact with clients. For many practices, the ability to store client information that can be used to derive insights and the ability to introduce automation to capture and amalgamate data can help to provide an enriched client experience.
  • Learn how to gain insights from client and practice data
  • Drive growth through value-add services and enhanced
  • team productivity
  • Explore how you can automate your workflows
Jaya Teyjas, Product Marketing Manager, Sage Software Australia Pty Limited
Session led by: sage
Nov 1709:00
Conference pass

Protecting TFN And Other Private Information

Tech Talks
Security is critical, as an accountant or tax agent you have an obligationto protect TFN and other private client information, this can present challenges and create complexity with client communication. Join us to see how ATOmate make this simple easy while maintaining client-centric communication.Learning outcomes:
  • 92% of your clients prefer email communication over portal or Apps – what does this mean for you and your practice
  • Discover how you can email ATO documents to clientsand meet your privacy obligations
  • Plus reduce your admin time by 90% - and why your admin team loveyou for implementing ATOmate
Stan Corner, CEO, Business Automation Works
Session led by: atomate-powered-by-business-automation-works
Nov 1709:00
Conference pass

QuickBooks Month-End Review Demo, And The Latest Features In QuickBooks Online

Tech Talks
Join us for a deep dive on Month-end Review, we’ll also do a rundown of the latest features in QuickBooks Online. Our QuickBooks Product Expert Steve Chaseling, will dive into key time-saving features designed to keep books accurate and up to date, automatically. With three clear steps, you can review transactions, reconcile accounts, and review key reports before closing out the month.We’ll cover:
  • Month- end Review
  • Latest features in QuickBooks Online Accountant
Steve Chaseling, Service Delivery Manager, Intuit Quickbooks
Session led by: intuit-quickbooks
Nov 1709:00
Conference pass

Reimagining Class as a multi-product environment

Tech Talks
Are you using industry-leading technology solutions that drive efficiency through back-office automation? 31% of Class clients who use direct-connect data feeds save 20 hours per month and 38% of Class clients who use smart bulk processing of corporate actions save 10 hours per month. In this session, Matt will go show you how you too can save time, boost productivity through automation, improve client service levels, and grow profit through better efficiency enabled by technology with Class’ reimagined offering for SMSF, Portfolio, Trusts, and Corporate Compliance.
  • Save time by simplifying the administration of SMSFs through automation and connectivity.
  • Automate and standardise trust accounting and administration plus manage investments and reporting for non-SMSF portfolios.
  • Learn how to manage your compliance for SMSF, Trust, Portfolio, and companies to give your clients a whole wealth view.
Matthew Bambrick, Cloud Solutions Manager, Class
Session led by: class
Nov 1709:00
Conference pass

Secure And Flexible Ways Of Working With Onvio: Tax And Practice Management

Tech Talks
Perform efficiently and productively while working virtually with staff and clients. Hear about howThomsonReutersOnvio can help you adapt to digital and paperless ways of working to save time and run your practice.
Darren Firman, Product Specialist, Thomson Reuters
Session led by: thomson-reuters
Nov 1709:00
Conference pass

Show Me The Money… With 98.5% Accuracy For Incoming Invoices

Tech Talks
Financial processes are no place to short-change your business. Introducing Canon’s Automated Accounts Payable (AAP) solution; a cloud-based solution capable of managing your incoming invoices within 24 hours with a guaranteed 98.5% accuracy*.With this automated solution, the ingestion, capture, approval, coding, and paying of invoices is taken care of with a level of accuracy your business has never achieved before. Combining intelligent capture technology with a team of experts for added assurance, your invoices will be checked and validated before they are presented to your workflow, resulting in a significant reduction in errors relating to duplication or incorrect payments.
Kenneth Hickey, Head of Business Process Solutions, Canon Australia Pty Limited
Session led by: canon
Nov 1709:00
Conference pass

SME Finance Solutions - A Comprehensive Overview Of Available Loan Products For SMEs. More Than Just Bank Loans

Tech Talks
Ren Hor Wong, Executive Chairman And Chief Executive Officer, N1 Holdings Limited
Session led by: n1-holdings
Nov 1709:00
Conference pass

Streamline Client Engagements, Automate Payments And Improve Your Clients' Experience

Tech Talks
Want to see how Practice Ignition can help you to automate your engagement letters, eliminate debtors, and improve your clients' experience?In this tech talk you will discover:
  • How to create and send a proposal in 5 minutes that gets signed electronically
  • Why getting payments set up inside the proposal (instead of post-proposal) is a huge time saver
  • The optional web connector that allows your prospects to generate their own quote online or choose from your carefully curated packages
  • The huge automation possibilities available through Xero, QuickBooks Online, Xero Practice Manager, Karbon & Zapier
Teagan Israelsohn, Sales, Practice Ignition Pty Limited
Session led by: practice-ignition
Nov 1709:00
Conference pass

Successful Offshoring And Outsourcing

Tech Talks
How AdvanceTrack use technology to manage offshore delivery, security, and transparency to deliver Seamless Outsourcing for accounting firms globallyOutcomes:
  • Why technology, security, and transparency are important for success in offshore delivery
Vipul Sheth, Managing Director, AdvanceTrack Outsourcing
Session led by: advancetrack-outsourcing
Nov 1709:00
Conference pass

The Bookkeeping Disrupter That Is Now Revolutionising Accounting & Bookkeeping Practices

Tech Talks
Learn whataccountants and bookkeepers told us they are over, and why it led to XBert CONNECT for advisors. Understand why task and process tools are not systems of the future if they don’t have AI audit and client collaboration tools built-in. Discover XBert and how you can best support your clients using accurate data and insights for smarter advice and increased value advisory services.
Kue Hall, Product Marketing, XBert Pty Limited
Session led by: xbert
Nov 1709:00
Conference pass

The Payment Revolution: Learn About How Implementing Seamless Digital Payment Capabilities Can Help Businesses Improve Cash Flow, Get Paid Faster, And Earn Reward Points

Tech Talks
Small and medium-sized enterprises encounter many challenges and complexities in running and growing their businesses. At the very core of every business is its ability to take in revenue (to sell) and to secure its supply of inventory and other inputs (to buy).Discover how significant value can be unlocked for SMEs by making or receiving payments strategically in a manner that attracts rewards, improves working capital, drives efficiency, and optimises processes. Learn how businesses can benefit on both the payables and receivables side from more modern, integrated digital payment capabilities.
  • B2Bpay and how it can solve common SME business frustrations
  • How B2Bpay’s innovative integrations with Xero, MYOB and QuickBooks work and how they can save businesses time and money
  • How real-life small businesses have benefitted from using B2Bpay for both payables and receivables
Kevin Butler, General Manager, B2BPay, B2Bpay
Session led by: b2bpay
Nov 1709:00
Conference pass

The Power Of Cloudoffis Integration

Tech Talks
  • Watch as we connect an auditor with an accountant and send an audit job (including PDF supporting docs!) in a matter of minutes.
  • We also briefly demonstrate the power of SMSF Sorted and how an auditor can benefit from the administration teams compliance work
  • Our newly created BGL Workpaper integration is also on show
Michael Bradley, National Client Success Manager (SMSF Auditomation), Cloudoffis
Session led by: cloudoffis
Nov 1709:00
Conference pass

The Tools Of AccountKit

Tech Talks
AccountKit is a suite of tools made specifically for Accountants and Bookkeepers, designed to help automate day-to-day compliance and administrative tasks. Come and see a practical run-through of a handful of the many tools within AccountKit and hear how they can bring huge efficiencies and opportunities to your practice. In this session we’ll be covering as follows:
  • Inter-entity loans made easy
  • Automation of equipment finance
  • Division7a made fun
  • Building beautiful client structure diagrams
Paul Murray, Founder, AccountKit Pty Limited
Session led by: accountkit
Nov 1709:00
Conference pass

Transform Your Accounting Business. Deliver Advisory The Right Way.

Tech Talks
The business of Accounting is transforming, are you keeping up with the pace of change?Lynda Steffens is the founder of the Small Business Project, created to help Accountants make the transition from compliance reliance to having the skills to deliver advisory the right way and increase client revenue without selling.In this eye-opening segment Lynda reveals,
  • Why Advisory isn't working for Accountants and what you can do about it
  • You do have the skills to take clients on a business improvement journey and deliver advisory the right
  • Her insights into the accounting profile and the untapped potential in you and your industry
Lynda Steffens, Founder, The Small Business Project
Session led by: the-small-business-project
Nov 1709:00
Conference pass

Two Tools That Will 10x Your Small Business Or Accounting/Bookkeeping Practice

Tech Talks
PayRoller and Bookipi Invoice bridge the technology gap for small businesses and their advisors, accountants, and bookkeepers. Small businesses value simplicity, ease of use, and reasonable price points. Until now, they haven't been able to find a solution that fits these criteria. Find out more about how you and your clients can 10x their businesses with Payroller and Bookipi for free.
Chad Hardy, Chief Operations Officer, Bookipi
Session led by: payroller-by-bookipi
Nov 1709:00
Conference pass

Understanding The Future Of Your Clients Application Landscape

Tech Talks
A perspective on how ERP can assist your clients to scale and grow, with some practical tips on how you as an adviser can help them navigate a complex application landscape.
Katie Grant, BDM, Liberate IT
Oliver Pritchard, Business Development Manager, Liberate IT
Session led by: liberate-i.t.
Nov 1709:00
Conference pass

Understanding The SME Cashflow Lending Environment

Tech Talks
In this session, Brendan Widdowson will cover an array of topics such as; providing an overview of current market conditions, cash flow challenges businesses are facing, and identifying SME lending opportunities in the current environment.
  • Identifying opportunities
  • Market update
  • A partners experience
  • Recent scenarios
Brendan Widdowson, Head of Sales, Banjo
Session led by: banjo-loans
Nov 1709:00
Conference pass

Unlocking The Power Of Your Firm's Data

Tech Talks
  • How does current real time data affect your workflow & planning
  • How your client engagement can improve by embracing data
  • How to make data driven decisions by using BGL
Daniel Tramontana, Chief Operating Officer, BGL
Session led by: bgl
Nov 1709:00
Conference pass

Virtual CFO - See Automated Visual Insights And Advisory In Action

Tech Talks
You are just minutes away from providing your clients with a superior automated Virtual CFO. Zivora can help you simplify your Advisory value-added services.
  • Learn how to best trial Zivora.co which is free for an unlimited time for up to THREE XERO connections
  • See how you can drive client engagement using their own visually enticing financials
  • Learn about the automated visual insights across Income and Expense,Cashflow, and the playful, simple, and fun Budgeting Template
Wayne Zwar, Co-Founder, Zivora
Session led by: zivora
Nov 1709:00
Conference pass

Where Knowledge And Marketing Connect: Checkpoint Solutions

Tech Talks
Take a step forward to make better decisions and develop client relationships with confidence. Discover howThomsonReutersCheckpoint Solutions cankeep you ahead of regulatory change and stay connected with your clients.
Darren Firman, Product Specialist, Thomson Reuters
Session led by: thomson-reuters
Nov 1709:00
Conference pass

Why Accountants Are Crazy Not To Offer Bookkeeping Services To Their Clients

Tech Talks
Why Accountants should not be turningtheir noses up at a hugely profitably, closely aligned and productivity-increasing service AND how to do it easily and without risk.
  • Why Accountants have been reluctant to offer bookkeeping services& what has changed so that they definitely should
  • What are the benefits of offering Bookkeeping services to clients?
  • How they can use Offshore team members to 3 x their profits from Bookkeeping with little / no risk
Scott Trevethan, Founder and CEO, Go Global Bookkeeping (Aust) Pty Limited
Session led by: go-global-bookkeeping
Nov 1709:00
Conference pass

Why An Integrated Software System Is Best For SME’s In Manufacturing, Wholesaling And Service Industries

Tech Talks
Learning Outcomes:
  • Spreadsheets aren’t designed to run a business
  • Integrated systems enable quicker, more accurate reporting
  • Integrated systems enable greater productivity improvement
Tim Vero, Sales Manager, Accentis Pty Limited
Session led by: accentis
Nov 1709:00
Conference pass

Why You Need Cloud Document Management

Tech Talks
John presents 5 major reasons why you should be in the Cloud and how a true Cloud Document Management system like Nimbus fundamentally differs from simple Cloud file stores to deliver tangible benefits to the Cloud-enabled business.
John Woodbridge, CEO, Nimbus Portal Solutions
Session led by: nimbus-portal-solutions
Nov 1709:00
Conference pass

Wiise Talks: Bridging The Gap Between Accounting Software And Full-Scale ERP

Tech Talks
Wiise helps Aussie SMBs move from basic accounting software and on-premise ERP to a solution that handles their growing needs. Clever accounting and ERP tech that helps the business run all their operations, banking, and payroll in the cloud, in one hub.
  • Who is Wiise right for?
  • Features and capabilities
  • See Wiise in action
  • Customer success stories
  • A bit about our Referral Program
Christopher Mackenzie, Partner Success Manager, Wiise
Hamish Browne, CTO, Wiise
Session led by: wiise
Nov 1709:00
Conference pass

Work From Home Security – Three Tech Tips To Protect Remote Employees And Your Client Data

Tech Talks
After the overnight shift to remote work firms are now embracing a hybrid working model, with teams working both in the office and remotely. The benefits of this are obvious, but this flexible model opens up firms to greater cybersecurity risk. Join us for this 15-minute tech talk where we’ll discuss:
  • How Remote work is changing IT security and increasing risk.
  • How to protect your employees and control access.
  • Simple free and low-cost steps to secure your data & Stay trusted
Jon Melloy, Head of Business Development, Practice Protect
Session led by: practice-protect
Nov 1710:10
Conference pass

Beyond COVID: Australia’s Economic Outlook

Keynotes
The necessary health response to the COVID-19 pandemic has had a significant economic impact. The lockdown of parts of the economy has pushed Australia into recession and triggered a sharp jump in unemployment and underemployment. The policy response by the Federal Government and the RBA has been unprecedented, acting to soften the economic blow considerably.But the job is not finished. The economy will likely require considerable help for a number of years if the negative economic and social consequencesof elevated unemployment are not to be compounded.This session will:
  • Consider the economic consequences of the pandemic;
  • Examine the policy response; and
  • Plot the possible course for the economy as it emerges from lockdown.
David Plank, Head of Australian Economics, ANZ Research
Nov 1710:50
Conference pass

How Can Bookkeepers Maximise Return On Their CPE

Progressive Bookkeeping
If you do the minimum number of CPE hours, you may be short-changing yourself. With rapidly evolving technology and legislation, the need to keep up to date has never been stronger. How do you seek both quantity and quality in professional education? Find out why CPE should be viewed as “maximum amount of quality” rather than “minimum number of hours”.
  • Understand the difference between the CPE you have to do and the CPE you should want to do
  • Develop a structured approach to your CPE
  • Find out the sorts of CPE activities most BAS Agents should be targeting
Moderator: Peter Thorp, Director, Australian Bookkeepers Network
Sonya Farrawell, ABA Director, Australian Bookkeepers Association
Kerrie Jarius, Director, Brilliant Admin Solutions
Session led by: australian-bookkeepers-network
Nov 1710:50
Conference pass

Forget Making Partner. Your Best Staff Want Impact

People & Culture
The drive to diversify into advisory services is often about the benefits in fees, margins and team capacity. But this misses the mark. Your best staff aren’t in it to make partner, they want to make a difference in someone's life. When we focus on impact we’re speaking the language of our talent and our future leaders.
  • Find out how an impact-led approach helps clients appreciate the value of advisory
  • Discover how to reframe your services in terms of customer experience
  • Learn about better ways of planning for succession in your firm
Shaye Thyer, Director, MindBridge AI
Nov 1710:50
Conference pass

What Is The Role Of The Accountant In The Transforming Financial Advice World?

Business Advisory Sponsored By Reckon
The rapid evolution of wealth management and financial advice is creating opportunities for accountants with the right capability to meet more client needs.Hear from thought leaders Ron Lesh (BGL Corporate Solutions), David Smith (Smithink), and Pat Garrett (Six Park) who will join Six Park Head of Partnerships, Ha-Dieu Ford to discuss the important and inevitable role of the accountant in the new world of financial advice.
  • How can accountants change the world for their clients and build greater capability in the evolving financial services system?
  • What are the current challenges, issues, and opportunities for the role of the accountant?
  • What technology suites are available within current and future frameworks to help accountants in this role?
Moderator: Ha-Dieu Ford, Head of Partnerships, Six Park Asset Management
Patrick Garrett, co-Founder and co-CEO, Six Park
David Smith, Director, Smithink Pty Limited
Ron Lesh, Founder and Managing Director, BGL
Session led by: six-park
Nov 1710:50
Conference pass

Solving App Overload: How To Select And Streamline Your Tech Stack

Automation & Analytics Sponsored by Class & NowInfinity
Small firms never had so much choice – literally dozens of apps can improve some aspect of your operations. But all those monthly subscriptions can add up; you spend too much time connecting multiple databases; your staff now train on too many interfaces. Sometimes less is more when it comes to software.
  • Learn how to map out your tech stack and data flows
  • Understand the pros and cons of collaborative evaluation
  • Get a Comparison Matrix template
MC Carter, Director, Practice Paradox
Nov 1710:50
Conference pass

How To Get Over Your Fear Of Business Development

Intuit QuickBooks
Everyone hates “being sold to” – and that naturally turns into a fear of making your own sales. You don’t want to be “that person”. But if you believe in the quality of your work, and you have satisfied customers, then providing services to others is helping them run their own business.
  • Learn how to reframe sales as helping potential clients for their benefit, as much as your own
  • Find out how to scale your practice through business development and marketing
  • Discover the easiest way to bring up what you do in conversations with prospects
Clayton Oates, Founder and Chief Solutions Officer, QA Business
Nov 1711:00
Conference pass

Major Changes To ATO Correspondence Delivery

Tech Talks
  • TheATO document system changes you will need to make
  • Getting the security right when delivering ATO documents
  • See an NOA processed in less than 10 seconds using AI and Machine learning
Ron Drost, Chief Executive Officer, ATO SmartDocs
Session led by: ato-smartdocs
Nov 1711:30
Conference pass

Why Outsourcing Solves Your Succession Problem

Practice Management
Everyone used to think that outsourcing would mean fewer local jobs – now it’s clear it has the opposite effect. Counterintuitively, most firms with outsourced teams end up hiring bigger local teams because they have more capacity for new clients. It also gives your junior staff more time to learn soft skills from partners, and move into business advice.
  • Learn how to map out a plan for succession
  • Find out how you can build a people strategy for your firm
  • Identify the types of tasks for the right roles
Nick Sinclair, Chairman & Founder, TOA Global
Session led by: the-outsourced-accountant
Nov 1711:30
Conference pass

Why You Shouldn't Use VLookup, And Other Excel Power Tips

Progressive Bookkeeping
People think that Vlookup is a great tool but it’s better not to use it. There are plenty of ways to screw up formulas with Vlookup especially when wanting to insert columns within the database. Upgrade your Excel skills with index/match, arbitrary lookups, user-defined formulae and other essential features.
  • See examples of the problems that arise with Vlookup
  • Discover why altering a database to get information can introduce errors
  • Learn about new functions that most people don’t know exist (XLOOKUP)
André Croteau, Microsoft Excel Expert, Milandre Accounting Services
Nov 1711:30
Conference pass

Is Membership Of A Professional Body Still Important And Are You Getting Value?

People & Culture
Professional body membership has been a critical element of our profession for over a century. Beyond the financial cost, membership brings with it the impost of continuing professional development requirements, quality assurance and professional standards. Are you getting value from your membership? What does value look like in today’s accounting profession?
  • Query and validate the value of professional membership and explore what engagement means to you
  • Receive a frank and robust assessment of the issues facing the accounting profession
  • Engage with one of the professional body CEOs on what matters to you as an accounting professional
Prof. Andrew Conway, Chief Executive Officer, Institute of Public Accountants
Session led by: institute-of-public-accountants
Nov 1711:30
Conference pass

Why Microsoft Could Replace Your App Stack

Business Advisory Sponsored By Reckon
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, Boss, Practice Connections Advisory
Nov 1711:30
Conference pass

Bill Automation And Approval

Automation & Analytics Sponsored by Class & NowInfinity
Michael will be showing you how to use EzzyBills to add an approval process to Xero, MYOB, and QuickBooks.
Michael Fitzmaurice, CEO, EzzyBills
Session led by: ezzy-bills
Nov 1711:30
Conference pass

Taking Back Control Of Your Firm’s Internal Reporting

Automation & Analytics Sponsored by Class & NowInfinity
Do you want immediate solutions to get your internal reporting back on track? This will be relevant for firms using (or consideringusing) Xero Practice Manager.Welcome to the world of BI - You'll see how you can retain staff profitability, efficiency and job reporting with an out of the box model. Easy and simple to use and implement.Learn about:
  • How to integrate Xero Practice Manager and Microsoft PowerBI
  • Best practice reporting methodology with Xero Practice Manager (XPM) for your firm
  • How to build meaningful staff profitability reports with XPM & Microsoft PowerBI
  • Gamifying the professional services – checking out how you can have firm-wide leader boards – checking “Have you done your timesheets?”
  • Using Job Categories to track different services inside your firm
Cameron Lynch-Etani, Founder, Etani Business Platform
Nov 1711:30
Conference pass

Leading With Agility

CFO Summit
Business Recovery Planning - Sarah Lawrance CFO of the Year 2019 & 2020Join the 2020 CFO of the Year Sarah Lawrance as she shares strategies you can roll out in your own firm and with your clients in a post pandemic world. CFO services have never been in higher demand as business try to navigate through uncertain times. What will you learn in this session:
  • The CFO mindset, what is it and how is it different from a traditional compliance or bookkeeping mindset.
  • 4 Step strategy you can use in your firm and with your clients on the road to recovery. Become the valuable advisor you always wanted to be with your clients.
  • What is next? How do you identify opportunities and execute a framework that helps you to strengthen your position in the market for the inevitable upswing
Sarah Lawrance, Founder, Hot Toast
Nov 1711:30
Conference pass

Managing Your Workflow With A Distributed Workforce

Intuit QuickBooks
Learn how advisors are managing their workflow, communicating with clients, and collaborating with their remote team in this COVID-19 environment. You'll discover how more than 1,000 accountants adapted to the sudden shift to remote work, what they did wrong, and most importantly — what the most successful firms did right.This session will be full of tips and actionable advice to help you operate effectively as a distributed workforce. You'll learn best practices for effective team communication, servicing your clients more effectively, staying on top of every job and task, and the best modern tools that can assist.Key takeaways:1. The findings from Karbon's survey assessing how 1,000 accountants adapted to COVID-19 and remote work.2. The #1 mistake that was made by newly remote accounting firms (and how to overcome it)3. The most effective way to communicate with your distributed team and clients4. How to manage and track work, while monitoring your throughput across your firm.
Matthew Pisarski, Global Business Development, Intuit Quickbooks
Richard Snell, Sales Director, Karbon
Session led by: intuit-quickbooks
Nov 1712:10
Conference pass

Get The Lifestyle You Want By Tapping Clients’ Needs

Tax Today
Mardi Jones has staff all over the world who, up until COVID, charged clients hourly. She became a lifeline and priced accordingly for that advice when her clients needed her most. Today, Mardi is reshaping her professional world as her clients demand more consulting work having benefited from a proven COVID lifeline. In her interview with ChangeGPS CEO David Boyar, find out:
  • Why Mardi rethought her decision to abandon accounting back when all she could look forward to was ‘ATO debt collecting’
  • How Mardi rose above COVID and created value by being a lifeline
  • How her clients now want her to be involved in their hiring and investment decisions
Interviewee: Mardi Jones, CEO, MJ Bookkeeping & Accounting Services
Interviewer: David Boyar, Chief Executive Officer, ChangeGPS
Session led by: changegps
Nov 1712:10
Conference pass

Insolvency – How To Know If A Business Is In Trouble And What To Do If A Business Is Insolvent

Practice Management
Gavan Ord, Business Investment Policy Manager, CPA Australia
John Purcell, Policy Advisor – ESG, CPA Australia
Session led by: cpa-australia
Nov 1712:10
Conference pass

Sex, Lies & Revolution

People & Culture
You’re an accountant, in an industry that sits squarely at a crossroad. Keep focusing on compliance, doing what you’re doingand you run the very real risk of losing your relevancy, becoming extinct or will you learn, adapt and transform.Join Lynda for this energetic, lively and thought provoking topic about how to transform your accounting business by delivering advisory the right way.
  • Learn why other advisory solutions have failed to deliver
  • Find out how just one coaching technique can produce amazing results with clients
  • Discover why the key to transforming your accounting business has nothing to do with selling
  • Understand why ad-hoc advisory is not the answer and how to do something about it
  • Claim your free download of Accounting Revolution:How to Instantly Connect With Your Clients In a Way That Makes You Money
Are you ready to transform your Accounting Business in the next 12 months?
Lynda Steffens, Founder, The Small Business Project
Session led by: the-small-business-project
Nov 1712:10
Conference pass

Financial Distress – Developing A Post COVID Strategy

Business Advisory Sponsored By Reckon
Creditors mounting, ATO arrears, or fintech debts? Impending insolvency? Every client’s circumstances are different. Is just appointing a liquidator the answer? Your client needs a well-developed insolvency strategy. The outcome could save your client’s future. Hank de Jonge, the founder of a business that has helped 1,000's of businesses navigate the insolvency framework over the last 15 years, will share his insights into how to manage financial distress.
  • Understand the options for clients facing financial issues including the new Small Business Restructure Initiative
  • Discover how to identify your high-risk clients
  • Learn how the insolvency framework can be a positive tool for directors
Hank de Jonge, Executive Director, de Jonge Read
Session led by: de-jonge-read
Nov 1712:10
Conference pass

Harness the power of your data

Automation & Analytics Sponsored by Class & NowInfinity
Have you tried delivering business advisory services using small business reporting tools? How does workflow and automation achieve efficiencies in compliance and practice management? The real gold in strategic advice requires information from operation software and external data sources as well as the accounting data file. Hear about a different take to delivering proactive advisory services that scale.
  • Discover the power of instant access to data and insights to make data-driven decisions
  • Learn how to provide timely insights and report packs to clients instantly
  • Find out how to update your clients and colleagues with alerts and automated reports
Jaya Teyjas, Product Marketing Manager, Sage Software Australia Pty Limited
Session led by: sage
Nov 1712:10
Conference pass

How To Install A Cost Effective & Strategy Driven Marketing System Into Your Accounting Firm

Intuit QuickBooks
Do any of these problems exist in your firm today:
  • You seem to be attracting the wrong type of clients.
  • You feel like clients have become more price sensitive.
  • You're not sure which marketing 'tactics' make sense right now for your firm.
  • You're struggling to stand out from your competitors.
  • You're unsure if you firm appeals to the next generation of staff and/or business leaders
The answers to these problems are not found in LinkedIn, SEO, Social Media, or Web Content. These are strategy problems and can only be addressed with strategy solutions. During this 20-minute presentation, we'll give you the tools to start thinking about the correct marketing strategy for your firm as well as practical tips and insights on how to commence executing.
Trent Butler, Director, trentdbutler.com
Nov 1712:50
Conference pass

Not Licensed For SMSF Advice? Here's What You Can Say And What You Can't

Practice Management
Are you wondering exactly what you can say when talking about superannuation? About making contributions, payments out of superannuation, setting up and closing a self-managed super fund? The majority of accountants didn’t get licenses to provide advice on super. But there are still many conversations you can have to pass superannuation information onto clients.
  • Understand the difference between accountants who held a licence before 1 January 2019, and those without
  • Learn about what you can still say even when not licensed and what crosses the line
  • Know the options still available for your business in superannuation financial advice
David Moss, Accountants Services Director, Easton Wealth
Nov 1712:50
Conference pass

Want A Better Firm? Give Your Team The Power To Drive Change Themselves

People & Culture
It’s easy to come back from a conference and tell your team that things are going to change – maybe a new process, tool, or hire. But will they buy into it? Two fabulous leaders discuss how giving greater autonomy to staff to find their own solutions and a safe space to test them reaped the best results.
  • Understand why some of the best changes can come from juniors on the front line"
  • Discover why staff are more likely to adopt new ideas discovered through their own research
  • Approaches to growing a firm - developing new ideas quickly vs cost-benefit analysis approach
Moderator: Alexi Boyd, Panel Moderator, Small Biz Matters
Rebecca Mihalic, Head Of Accounting, businessDEPOT
Shaye Thyer, Director, MindBridge AI
Nov 1712:50
Conference pass

Solving The Growth Problem – The Solution May Surprise You

Business Advisory Sponsored By Reckon
One of the most difficult issues facing the accounting industry today is how to continue to grow in the face of increased competition, rising costs and the apparent commoditisation of compliance. How do you juggle the doing and the growing? Is compliance really dead? Is advisory the answer? Hear some real world experience from a firm that has a history of high organic growth and won the 2019 Australian Boutique Firm of The Year.
  • Why the accounting industry has a growth problem
  • How to focus on the factors that systematically drive growth
  • How to improve client retention and referrals
Alistair Dent, Managing Director, Quantum Advisory
Nov 1712:50
Conference pass

Data and AI Ethics: Opportunities And Challenges For Assurance Professionals

Automation & Analytics Sponsored by Class & NowInfinity
Our speakers - Gavin Whyte (CEO of Spalla AI), Rossana Bianchi (Data and Artificial Intelligence Ethics Lead – KPMG) – will share insights and perspectives on the latest regulatory developments in Data and Artificial Intelligence Ethics and their implications for the Assurance profession. The conversation will be moderated by Sholto Macpherson, Editor at DigitalFirst.com.
  • How the current global health crisis is changing our data and technology ecosystem
  • The new opportunities and risks resulting from the adoption of new technologies
  • The latest regulatory developments in data and AI ethics
  • Lessons learnt and practical approaches to operationalise ethics in the data and AI lifecycle
  • The evolving role of Assurance in the digital age
Moderator: Sholto Macpherson, Editor, Digitalfirst.com
Gavin Whyte, Co-Founder, Spalla AI
Rossana Bianchi, AD, KPMG
Nov 1712:50
Conference pass

Open Banking – What’s in it for Accountants

Intuit QuickBooks
Australia’s new Consumer Data Right(CDR)gives consumers the right to share their data between providers. The introduction of CDR in the banking sector –also known as ‘Open Banking’ –will provide consumers with access to, and the ability to safely transfer, their banking data (for example, transaction history, interest rate, and account balances) with trusted parties.We'll share what are the benefits of Open Banking are for Advisors and for Small Business and Self Employed.As a longtime leader in financial technology innovation, Intuit has been working for years to make digital financial life better for small businesses and the self-employed. Intuit QuickBooks was the first accounting software provider to be registered as an accredited Data Recipient (ADR) in October 2020.
Steve Kemp, Head Of Financial Institutions Partnerships APAC, Intuit Quickbooks
Session led by: intuit-quickbooks
Nov 1713:30
Conference pass

The Revolution Continues: The Next Chapter In The ATO’s Correspondence Roadmap

Practice Management
The biggest change in 30 years in ATO document delivery has already hit – and the ATO has another lot of changes in the pipeline. Practices need to implement five key changes to their processes for handling Notices of Assessment and stay compliant with privacy and security guidelines.
  • Discover the fastest way to process, check and file NOAs and deliver to your client
  • Learn how you can apply the latest in machine learning and robotics to ATO documentation
  • Get some tips for developing a solid digital delivery strategy
Ron Drost, Chief Executive Officer, ATO SmartDocs
Session led by: ato-smartdocs
Nov 1713:30
Conference pass

Delivering Business Advisory Services To Add Value

Business Advisory Sponsored By Reckon
“Business Advisory Services has been identified as the practice area expected to be most in-demand in 2020/2021.In our presentation, we preview the type of services that proactive accountants could deliver to add value to clients and provide interesting and challenging work for their team members”.
  • It is not necessary to “reinvent the wheel” to deliver Business Advisory Services”.
  • Prepared product packages covering a wide range of business issues are available to assist accounting firms to diversify into offering Business Advisory Services to their clients.
  • By proactively offering Business Advisory Services, accountancy firms can grow with your clients on their business growth journey.
Peter Towers, Managing Director, ESS BIZTOOLS
Nov 1713:30
Conference pass

Predictive Accounting - Budgeting And Forecasting Made Easy

Business Advisory Sponsored By Reckon
The session introduces registrants to the concepts of Predictive Accounting, which means producing future Financial Statements ( Profit and Loss, Balance Sheet, and Statement of Cash Flows) based on corporate strategies. Attendeeswill learn the concepts of Key Driver Based Budgeting, and the use of purpose-built tools to produce the Financial Statements in full GAAP formats, and appropriate other dashboards and reports. The presentation will include how quickly revised strategies can be updated with purpose-built tools.Learning Outcomes
  • Knowledge of Budget Methodologies and selection
  • Use of Key Drivers rather than $ based estimates
  • The use of proper tools to give the required outcome preparing Budgets and Forecasts
Paul Barnaby, CEO, Beyond Accounting Technologies
Nov 1713:30
Conference pass

Building Persistent Customer Relationships on Digital Channels

Automation & Analytics Sponsored by Class & NowInfinity
  • Building Persistent Customer Relationships on Digital Channels
  • How to enable customers to engage with your organization on digital channels, at their convenience
  • Explore the value of powering a one-stop digital channel to deliver premier service in every customer’s pocket
  • Building customer loyalty through a mobile presence - holding digital real estate to drive customer engagement
  • Creating a digital resilience strategy focused on a customer-centric experience
Nikhita Iyar, Head of Business Stragety, Moxtra
Session led by: moxtra
Nov 1713:30
Conference pass

Enhancing Spend Control: Best Practices For Selecting Industry-Specific Functional And Application Stack

Automation & Analytics Sponsored by Class & NowInfinity
  • The challenges and specifics of accounting and advisory needs in selected industries; including not-for-profit, tech start-ups, agriculture.
  • End-to-end Purchase to Pay process flows as well as functional and application stacks to support them.
  • Best practices for setting up spend control workflows – including purchase-order-driven proactive spend management and 4-way matching.
Sahil Malhotra, Partner Account Manager, ApprovalMax
Maria Kozlova, Head of Marketing and Product Marketing, ApprovalMax
Session led by: approvalmax
Nov 1713:30
Conference pass

The Transformative Power Of SaaS For The Mid-Market – An Insider’s Guide

CFO Summit
Unilever, Stuart Alexander, and Seven Miles Coffee Roasters have run transformation projects.Hear a CFO’s first-hand account of these projects and how a SaaS strategy gives you the latest in technology innovation.
  • Understand why SaaS is the best option to help companies ‘digitally transform’.
  • Discover why now is the time to take advantage of the SaaS technology.
  • Hear real world examples were SaaS is breaking the upgrade cycle.
James Burt, Director, Officer of Finance ANZ, Oracle
Simon Smithers, Strategy Director – Finance & Supply Chain, Oracle
Nov 1713:30
Conference pass

10 Steps To Building App Advisory Services For Your Clients

Intuit QuickBooks
Clients want to know what apps to use with their accounting software, but few firms know how to recommend them. One approach is to learn about as many apps as you can – but with 6,000 applications in the QuickBooks ecosystem, this is impossible.This presentation will look at a methodology firm can use for undertaking app advisory and cover some of the most common traps that firms can fall into.
  • Discover the skills firms need for app advisory: analytic skills, accounting knowledge,
  • professional networks
  • Find out how to ask the right questions before deciding on a solution
  • Learn how to analyse a business, understand its processes and common constraints
Grant Quick, Senior Solutions Engineer, Intuit QuickBooks
Session led by: intuit-quickbooks
Nov 1714:10
Conference pass

Improving Your Business One Project At A Time

Practice Management
Somewhere you have stashed a list of ideas to grow and optimise your business that only gets longer. It’s time to bite the bullet – remembering that the likelihood of success is higher if you tackle that list one project at a time. Find out how to pick a project with the biggest financial impact, and then strategically plan and implement it.
  • Hear how two firms successfully planned and launched new services
  • Find out about the "hustle factor" and why it matters
  • Learn how to get your team to own projects and care about business performance
Sharon McClafferty, Chief Executive Officer, Slipstream Coaching
Nov 1714:10
Conference pass

Inventory Fundamentals

Business Advisory Sponsored By Reckon
We have identified certain fundamental principles that are essential to obtaining an optimized inventory.These fundamentalbuilding blocks that, if adhered to, will put you on the right path to good inventory health and success.This session will not only benefit delegates that are new to inventory planning but is a great refresher for even the most seasoned planners.The knowledge that you will derive from this session includes:
  • Recognizing what impacts inventory investment and stock availability and monetizing inventory savings
  • How to assess and quantify inventory risks and highlight exceptions for immediate action.
  • The importance ofhaving a platform that ensures that inventory policy is reflected in every line item replenishment decision.
Mark Hopkins, Professional Services Manager, Netstock Australia Pty Limited
Andy Hiscox, CEO, Netstock Australia Pty Limited
Session led by: netstock
Nov 1714:10
Conference pass

The Pain Of Offshore Delivery And How To Avoid It!

Business Advisory Sponsored By Reckon
The need for technology and the need to manage Offshore delivery effectively:
  • How Offshore delivery can transform a firm
  • The problems with offshore delivery
  • Why technology is an essential part of making offshore delivery successful
Vipul Sheth, Managing Director, AdvanceTrack Outsourcing
Session led by: advancetrack-outsourcing
Nov 1714:10
Conference pass

A Pandemic Lesson - It’s Time To Digitise

Automation & Analytics Sponsored by Class & NowInfinity
While some have struggled to adapt to the challenges posed by COVID-19, others have found new opportunities to add value to their under pressure clients. Which side of that line you fall depends largely on how well equipped you are to work in different, more flexible ways. Join MYOB’s new Chief Sales and Support Officer as he discusses:
  • The technological trends shaping the digitisation of practices
  • How COVID-19 has accelerated these trends
  • The impact this is will have on you and your clients
  • How MYOB can help you to overcome these challenges
Daniel West, Chief Sales and Support Officer, MYOB
Session led by: myob
Nov 1714:10
Conference pass

Falling Prices: How ERP Is Targeting Xero And Inventory Apps

CFO Summit
When is the right time to move to ERP? Cloud ERPs are lowering their prices and introducing rapid implementation programs to make it easier for SMEs to move up to ERP. But inventory apps such as Dear, Unleashed, Cin7 and TradeGecko are becoming more powerful, extending the life of cloud accounting software.
  • Find out how to evaluate complex software for your business
  • Learn about the strengths and weaknesses between ERP and inventory apps
  • Understand the limitations of accounting software and the implementation costs of ERP
Moderator: Inbal Rodnay Steinberg, Digital Consultant, Digital First
Robert Jurcec, NetSuite Architect & Owner, OneKloudX
Taminda Polle, Director, Transmogrify
Nov 1714:10
Conference pass

How To Build Your Modern Firm in the time of COVID-19

Intuit QuickBooks
Join this session to identify how your firm can better transition your one on one advisory services into something that can benefit all your clients.
  • Uncover the efficiencies of accounting guides, checklists, and content creation to serve all your clients during this challenging time.
Adarsh Dutt, Strategic Business Accountant Director, Oyster Hub
Session led by: intuit-quickbooks
Nov 1714:50
Conference pass

The Audit Conflict

Business Advisory Sponsored By Reckon
Understand the upcoming APES 110 changes in legislation to SMSF auditing and how this will impact your firm.Learning Outcomes:
  • Understand the upcoming APES 110 changes in legislationto SMSF Auditing and how this will affect your Firm
  • Learn what action you need to take to make sure you comply going forwards
  • Understand how technology is going to be vital to ensuring that you take advantage of this opportunity.
Kevin Bungard, Chief Operating Officer, MyWorkpapers Pty Limited
Session led by: myworkpapers
Nov 1714:50
Conference pass

App Fatigue - What Should Your Tech Stack Look Like?

Automation & Analytics Sponsored by Class & NowInfinity
Has every business reviewed their tech stack to find out what new apps are on the market? Or do they stick to their ways and keep to what they know? The truth is that the majority of businesses are the latter and we want to provide an overview on how to review your tech stack and open your eyes to other niche areas!
  • Get an understandingof how to review your tech stack and what actions to implement within the business or practice
  • What research should you be doing before signing up to a new app? Who should you be speaking to?
  • Find out features about AutoEntry you may not have known before in a high-level overview!
Katherine Port, Senior Account Manager, AutoEntry
Session led by: autoentry
Nov 1714:50
Conference pass

The Automation Of Trust Accounting

Automation & Analytics Sponsored by Class & NowInfinity
Session led by: class
Nov 1714:50
Conference pass

Digital Transformation, Organisational Agility And Revenue: Making The Connection

CFO Summit
Everyone seems to have a digital transformation project these days. How do you ensure that it has the right impact on business? The latest research shows a strong correlation between revenue growth and organizational agility. The right culture can shift digital transformation from a one-time event to an ongoing, new way of operating.
  • Learn about the behaviours that help businesses drive revenue growth
  • Discover how the work, the workforce and the workplace are changing
  • Understand why companies are blending third party and operational data together with financial, HR and planning in one place, in real time
Steve Skinner, CFO, Advisory Practice, ANZ, Workday
Nov 1715:30
Conference pass

How To Deal With The ATO

Tax Today
What do you do when the ATO comes knocking on your client’s door? High wealth individuals and SMEs – often your best clients – are the most likely targets. Learn the best way to handle an audit based on the inside knowledge of a 40-year ATO veteran and former Deputy Commissioner.
  • Find out how to ensure your clients receive a fair go during an audit
  • Understand the mindset of ATO officials and what they are looking for
  • Discover how to present the best possible face to increase the chance of a successful, quick outcome
Michael Cranston, Director, Partner Waterhouse Lawyers
Nov 1715:30
Conference pass

Being The Best Business Advisor You Can Be

Business Advisory Sponsored By Reckon
Advice is the way of the future they say. Compliance is dead they say. I would suggest that as an accountant in 2020 and beyond you really need to be good at BOTH. Compliance only seems to get more onerous as Governments change laws each year and clients want on tap business advice when they need it. You need technical expertise + you also need the skills and know-how to advise clients on the issues that are of most importance to them. Understanding their needs will enable you to deliver advice that helps your business clients create successful, profitable enterprises. In this session, Sarah will unpack for you some of the timely, but simple principals of best coaching practices, the right questions to be asking, and how to engage your clients in meaningful conversations that keep them coming back to you as their trusted advisor.
Sarah Reimann, DIRECTOR, THE CONFIDENT WOMAN PTY LTD
Nov 1715:30
Conference pass

Why Now Is A Surprisingly Good Time to Sell Your Accounting Practice

Business Advisory Sponsored By Reckon
Discover the current state of the market for selling and buying accounting firms using never before seen data from the last six months
  • The impact of COVID
  • How many buyers are in the market today (you will be surprised!)
  • Current valuations and deal structures (good news if you are a seller!)
Mark Emney, Co- Owner & Director, DMY
Daniel Jones, Co-Owner & Director, DMY
Session led by: dmy
Nov 1715:30
Conference pass

Hacking Corporate Australia: Tales From The Field

Automation & Analytics Sponsored by Class & NowInfinity
The job of a penetration tester is to find loopholes in a company’s digital and physical defences. Looking at the world through hacker tinted glasses reveals all the opportunities for compromising security, finding valuable data, and extracting it without tipping off staff. It also helps you understand which solutions really work.
  • Hear real-world examples of common pitfalls in networks, applications, premises and people
  • Find out which security controls are effective
  • Learn how you can reduce your exposure without blowing your budget
Chris Gatford, Co-Founder, Hacktive
Nov 1715:30
Conference pass

Business Intelligence: Why It Will Become An Essential Knowledge Platform For Accountants

CFO Summit
"Business intelligence" is a phrase often associated with complex systems, corporate clients and expensive operators. But BI is going through a phase of affordable democratisation. SMEs want to understand correlations in financial and operational data. They are turning to their accountants to find these commercial insights and to guide decisions based on data.
  • Find out what is driving SMEs’ increased interest in BI
  • Learn about the main components of BI and how it crosses over with Excel
  • Understand the change in skill set required to use BI tools
Francesco Fava, Technical specialist, Modern Workplace, Microsoft
Nov 1716:00
Conference pass

Official Closing

Keynotes
Linh Le, Event Director & National Account Manager - Accounting Business Expo, Terrapinn Australia
last published: 16/Nov/20 01:45 GMT