Accounting Business Expo 2020 Agenda | Automation & Analytics

Automation is hard to get right and requires a good understanding of analytics to get the most out of it. If you’re looking to increase margins across the business, then automation is a must. Invest the time on these areas and the impact on your business can be tremendous. 
 

Automation & Analytics Sponsored by Class & NowInfinity, Monday 16 November 2020

The Hon Nick Greiner
09:00

Business And Politics - The Next 10 Years

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?
Tanya Titman
09:35

Why An Innovation Strategy Is Not About Technology

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
Adam Campbell
10:10

Your Survival Strategy: Facing Up To Two Years With Out Revenue And How To Come Out On The Other Side

Tom Eustice
Automation & Analytics Sponsored by Class & NowInfinity
10:50

Class + NowInfinity = Better Together!

Class’ acquisition of NowInfinity. What it means for both platforms in the immediate future and the long term vision for both companies.
MC Carter
Automation & Analytics Sponsored by Class & NowInfinity
10:50

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

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
Dan Beck
Automation & Analytics Sponsored by Class & NowInfinity
11:30

How To Automate Your Firm Using Microsoft Power Automate

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
Tania Allen
Automation & Analytics Sponsored by Class & NowInfinity
12:10

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

    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
Rebecca Mihalic
Automation & Analytics Sponsored by Class & NowInfinity
12:50

The Fixed Fee Playbook: How To Make The Switch

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.
Dan Beck
Automation & Analytics Sponsored by Class & NowInfinity
13:30

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

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
Daniel Tramontana
Automation & Analytics Sponsored by Class & NowInfinity
14:50

The Rise & Growth Of Bookkeeping

  • The rise in collaboration & importance of the bookkeeper/accountant relationship
  • Growth & opportunities through adding additional services to your offering
Clint Estavilla
Automation & Analytics Sponsored by Class & NowInfinity
15:30

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

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
Jeremy Thorpe
16:00

Where To From Here For The Australian Economy?

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?
Ian Boyd
16:30

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

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
last published: 23/Oct/20 00:05

Automation & Analytics Sponsored by Class & NowInfinity, Tuesday 17 November 2020

Kylie Parker
09:00

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

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
Gavin Whyte
09:35

Why Everyone Will Move to Real-Time Audits, and When

The basics of carrying out an audit haven’t changed for centuries. The tectonic shifts in technology are giving rise to new ways of thinking that could see sampling dumped for real-time audits of every single transaction – even if a SME sells thousands of items a day.
  • Discover how changes access to banking data will give accountants much more power
  • Learn about the potential new models for audit and when they are likely to emerge
  • Find out how firms can redesign their audit teams and create radical new services
David Plank
10:10

Beyond COVID: Australia’s Economic Outlook

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.
MC Carter
Automation & Analytics Sponsored by Class & NowInfinity
10:50

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

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
Michael Fitzmaurice
Automation & Analytics Sponsored by Class & NowInfinity
11:30

Bill Automation And Approval

Michael will be showing you how to use EzzyBills to add an approval process to Xero, MYOB, and QuickBooks.
Cameron Lynch-Etani
Automation & Analytics Sponsored by Class & NowInfinity
11:30

Taking Back Control Of Your Firm’s Internal Reporting

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
Jaya Teyjas
Automation & Analytics Sponsored by Class & NowInfinity
12:10

Harness the power of your data

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.oDiscover the power of instant access to data and insights to make data driven decisionsoLearn how to provide timely insights and report packs to clients instantlyoFind out how to update your clients and colleagues with alerts and automated reports
Jaya Teyjas, Product Marketing Manager, Sage Software Australia Pty Limited
Panel discussion
Automation & Analytics Sponsored by Class & NowInfinity
12:50

Data and AI Ethics: Opportunities And Challenges For Assurance Professionals

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
Panel discussion
Automation & Analytics Sponsored by Class & NowInfinity
12:50

Data and AI Ethics: Opportunities And Challenges For Assurance Professionals

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
David Silberstein
Automation & Analytics Sponsored by Class & NowInfinity
14:10

How To Pick A Good One: Tips On Partnering With A Financial Planning Firm

In the wake of the royal commission into the financial services industry, it’s more important than ever to make sure you choose your partners wisely. Financial planners can give clients a broader range of options and give you referral revenue – without the risks of working in the financial advice sector. But how do you partner with a FOFA compliant financial planner?
  • Learn how to spot the warning signals and avoid the dangers of commission-driven advisers
  • Discover the types of compensation arrangements
  • Understand what a successful financial planning partner relationship looks like
Chris Gatford
Automation & Analytics Sponsored by Class & NowInfinity
15:30

Hacking Corporate Australia: Tales From The Field

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
last published: 23/Oct/20 00:05