Receipt Bank Theatre | Accounting Business Expo 2020

 
 

Receipt Bank, Monday 16 November 2020

Jeremy Hirschhorn
09:00

Tax In A Digital World

Jeremy Hirschhorn is Second Commissioner at the Australian Taxation Office (ATO). He has overall responsibility for the Client Engagement Group, which fosters willing participation in Australia’s tax and super systems through well-designed client experiences.Jeremy has more than 20 years' experience across the public and private sector in managing complex tax matters.
  • Jeremy will be discussing how the ATO is making the complex more streamlined. Jeremy will also be showcasing how the ATO is using its data to support businesses in new ways, and how he sees the role of tax professionals changing.
The Hon Nick Greiner
09:30

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
10:00

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
Luis Sanchez
Receipt Bank
10:50

The Top 10 Receipt Bank Hacks

You know how everyone only uses 5 percent of the features in Microsoft Word, your TV and your business software? Well you’re missing out on millions of dollars of innovation that could help you be a lot more productive. Get the high-value, low-effort tips that can turn your clients into power users (and save you a tonne of time!).
  • Discover the best way to streamline data passing into Xero
  • Learn how to take notes on a receipt – great for clients
  • Find out how to snap single, multiple or combined receipts
Jack Blayney
Receipt Bank
11:30

Striking Out On Your Own? How To Build The Firm Of Your Dreams

If you have wanted to run your own firm, there’s no better time to start than now. A simple website, a handful of business apps and you can start taking customers tomorrow. But how do you replace your previous income as quickly as possible? And how do you build the business into a profitable, well-run asset?
  • Discover the basics you need to cover before taking on your first client
  • Learn about the minimum viable app stack you need to create a great customer experience
  • Find out how to afford staff as you add more customers
James Bamford
Receipt Bank
12:10

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

A bookkeeping service has highly attractive qualities for accountants. Regularly recurring revenue to smooth out tax season, recurring tasks that are easily systemised, and more frequent contact with clients. Plus you get cleaner data when tax time swings around. The downside? It can be labour intensive and not very profitable if you’re doing it the wrong way.
  • Learn how to structure tasks with clear deadlines and lines of responsibility
  • Understand how to set a scope (that sticks!)
  • Find out what you need in your tech stack to automate the boring bits
Matt Rowan
Receipt Bank
12:50

Easy Tips To Protect Clients From Fraud – And Reduce Your Risk

How hard is it to detect fraud? It is actually much easier than you would expect. A small Victorian firm uncovered a $200,000 fraud by the trusted office manager of a construction company – just by using the “missing paperwork” function. You don’t have to be a forensic accountant to spot fraud in your client’s business.
  • Learn how to create and review your clients’ company spending policies on an annual basis
  • Discover the internal controls you can recommend to clients
  • Find out how to use your accounting and expense software to spot fraudulent invoices and receipts
Luis Sanchez
Receipt Bank
13:30

Beyond Bookkeeping: A List of Adjacent (And Realistic) Revenue Opportunities

Clients today want more from their bookkeepers to justify paying the same fee. So how do you maintain or increase your revenue per client? A lot of apps claim they can support new services, but sometimes it’s a lot harder than it looks. An honest discussion about how bookkeepers can pivot into services that complement their existing work.
  • Find out what services clients want to pay for that you can deliver with your current skillset
  • Learn about new opportunities that require a little training, and how much time and money that will cost you
  • Hear how successful bookkeepers have reskilled and re-marketed themselves
Lauren Crawford
Receipt Bank
14:10

Best Practice Process: Onboarding. The PreWork That Increases Margins

Onboarding is one of the most critical back office processes in your business. It sets the tone, expectations and commitment from your client to you, and determines how profitable that client will be. Yet this process is undervalued and overlooked by most bookkeepers.
  • Find out the elements in onboarding that are critical to maintaining good margins
  • Learn how to use systems to increase the quality of the customer experience without soaking up a lot of your time
  • Hear how the most successful firms run their onboarding process
Jack Blayney
Receipt Bank
14:50

4 Pricing Strategies For Bookkeeping And Accounting Services

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.
  • Find out how to use augmented time sheets
  • Understand the concept of value bundling
  • Get a strategic approach to up-sells
Jeremy Thorpe
16:00

Coronavirus, Bushfires, Energy Crisis: What Is The Net Impact On The Economy?

A pandemic shuts down China, the world’s factory, slashing revenue from student fees at universities and strangling supply chains. An apocalyptic fire season demolishes holiday trade along the eastern coast. Climate change denial cripples our energy policy and investment. US-led trade wars increase uncertainty. What will the short and long term effects be on Australia’s economy?
  • Find out whether a tough six months is a good indicator of the next year
  • Discover the impact of global policies on domestic fortunes
  • Understand which industries will be hardest hit
Neil Luo
16:30

The Role Of The Accountant In Shaping The Modern Business Of 2020

A discussion between Australia's fastest growing Fintech and an established giant of SME business technology. Airwallex and Xero will discuss the concept of the modern business and the importance of thinking and acting globally for customers, suppliers and employees.
  • Find out how SMEs are using technology to compete with big business and how their accounting partners are supporting them
  • Hear how Airwallex became the fastest unicorn in Australian history and how startups can supercharge their growth
  • Learn how to identify opportunities to save time and money with automating, offshoring and innovating
last published: 15/Apr/20 06:45

Receipt Bank, Tuesday 17 November 2020

Shane Gannon
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
09:30

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
Tanya Drerup
10:00

Innovating By Systems – How An E-Commerce Giant Goes Global

Ecommerce giant Carsales.com.au is a household name for cars, motorcycles and marine classifieds. But it’s not just in Australian households. The $4.5 billion ASXer operates across the Asia Pacific and has interests in Brazil, South Korea, Malaysia, Indonesia, Thailand and Mexico.
  • Understand how systems are critical to hitting operational and financial metrics
  • Discover how operations and finance teams work together
  • Find out how to innovate quickly within the constraints of ASX regulations
Interviewee: Tanya Drerup, General Manager, Corporate Systems, Carsales.com.au
Luis Sanchez
Receipt Bank
10:50

The Top 10 Receipt Bank Hacks

You know how everyone only uses 5 percent of the features in Microsoft Word, your TV and your business software? Well you’re missing out on millions of dollars of innovation that could help you be a lot more productive. Get the high-value, low-effort tips that can turn your clients into power users (and save you a tonne of time!).
  • Discover the best way to streamline data passing into Xero
  • Learn how to take notes on a receipt – great for clients
  • Find out how to snap single, multiple or combined receipts
Dave Gorter
Receipt Bank
11:30

What I Learned From Going Niche On Restaurants

Firm owners can go big or go boutique. The latter has several advantages – fewer staff issues, deeper knowledge of industry problems and solutions, easier referrals. Hear how one small firm established a strong presence in hospitality, built up industry knowhow, and trained a team to share that knowledge with clients.
  • Find out why a niche strategy makes it easier to streamline your services
  • Understand how you can increase your value by seeing the same type of client
  • Learn what to do with clients that fall outside your niche – keep or chuck?
Stuart Brandman
Receipt Bank
12:10

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

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?
  • Find out how to make sure you have commercially valuable insights to share with your client
  • Learn how to run the meeting from beginning to end and the steps in between
  • Understand how to set client expectations for what you will achieve in the meeting
Jack Blayney
Receipt Bank
12:50

Striking Out On Your Own? How To Build The Firm Of Your Dreams

If you have wanted to run your own firm, there’s no better time to start than now. A simple website, a handful of business apps and you can start taking customers tomorrow. But how do you replace your previous income as quickly as possible? And how do you build the business into a profitable, well-run asset?
  • Discover the basics you need to cover before taking on your first client
  • Learn about the minimum viable app stack you need to create a great customer experience
  • Find out how to afford staff as you add more customers
Jess Minnett
Receipt Bank
13:30

5 Steps To Becoming A Digital Accounting Practice

You have a great practice but you know you could do better if you spent time improving and digitising your processes. Where do you start first? Which processes, once digitised, will add the biggest improvement to profits? Find out what has worked for the early adopter firms and how to manage change as you transform into a digitised firm.
  • Learn how to identify processes that have the greatest opportunity for digitisation
  • Get tips on change management when moving or introducing systems
  • Find out how to stagger projects to reduce impact on staff
last published: 15/Apr/20 06:45

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