Accounting Business Expo 2020 Agenda | Business Advisory

SMEs want help on cash flow forecasting, budgeting and growth strategy. But how do you deliver these services consistently, at a high quality and price it to match? Hear from others who have already grown successful advisory businesses to complement their compliance practice. 
 

Business Advisory Sponsored By Reckon, 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

Ron Lesh
Business Advisory Sponsored By Reckon
10:50

How To Assess Your Corporate Compliance And SMSF Software

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
Sam Plowman
Business Advisory Sponsored By Reckon
11:30

An Awesome Future For Accounts Payable

Sam Plowman, CEO, Yak Pay
Alfonso Villegas
Business Advisory Sponsored By Reckon
11:30

How To Access Private Money

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
Justin Pavsic
Business Advisory Sponsored By Reckon
12:10

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

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
Michael Urness
Business Advisory Sponsored By Reckon
12:50

Easier, Profitable And Scalable Advisory Type Services

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
Tracey Angwin
Business Advisory Sponsored By Reckon
12:50

Payroll & Small Business: What You Need To Know

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
Mike Mortlock
Business Advisory Sponsored By Reckon
13:30

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

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
Mark Holton
Business Advisory Sponsored By Reckon
14:10

Business Advisory In The post Covid-19 Accounting Industry

  • 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
Aidan Parsons
Business Advisory Sponsored By Reckon
14:10

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

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
Dean Martin
Business Advisory Sponsored By Reckon
14:50

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

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
Amanda Kenafake
Business Advisory Sponsored By Reckon
15:30

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

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
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: 26/Oct/20 06:15

Business Advisory Sponsored By Reckon, 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.
Ha-Dieu Ford
Business Advisory Sponsored By Reckon
10:50

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

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?
Alan FitzGerald
Business Advisory Sponsored By Reckon
11:30

Why Microsoft Could Replace Your App Stack

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
Hank de Jonge
Business Advisory Sponsored By Reckon
12:10

Financial Distress – Developing A Post COVID Strategy

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
Alistair Dent
Business Advisory Sponsored By Reckon
12:50

Solving The Growth Problem – The Solution May Surprise You

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
Peter Towers
Business Advisory Sponsored By Reckon
13:30

Delivering Business Advisory Services To Add Value

“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.
Mark Hopkins
Business Advisory Sponsored By Reckon
14:10

Inventory Fundamentals

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.
Vipul Sheth
Business Advisory Sponsored By Reckon
14:10

The Pain Of Offshore Delivery And How To Avoid It!

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
Daniel Tramontana
Business Advisory Sponsored By Reckon
14:50

Topic: Unlocking The Power Of Your Firm's Data

  • 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
Sarah Reimann
Business Advisory Sponsored By Reckon
15:30

Being The Best Business Advisor You Can Be

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
Mark Emney
Business Advisory Sponsored By Reckon
15:30

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

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!)
last published: 26/Oct/20 06:15