Accounting Business Expo 2020 Agenda
Sydney, 16 - 17 November 2020
Schedule
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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: 
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: 
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.
Session led by: 
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: 
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+
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: 
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: 
Nov 1609:00
Conference pass
Class Trust
Tech Talks
Gopi Sundaralingam, Senior Product Manager, Class Limited
Session led by: 
Nov 1609:00
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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:
Nov 1609:00
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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: 
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: 
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: 
Nov 1609:00
Conference pass
Culture - How The Small And Medium Firms Can Compete With The Big 4 In A Real Way!
Tech Talks
- Do all of the talented people want to work for the Big 4? Or do they work for those firms that have been around forever? The truth is that it doesn’t matter.
- Talented people will work for firms that offer them the best culture. And they will stay
- Think about recruitment from a new, but very real perspective. We look at the environment, the software and the psychology of recruiting (and retaining) the best people
- How you do things can have an impact on your recruitment today, but this will become absolutely critical in the very near future
Tom Port, Vice President of Sales, AutoEntry
Session led by: 
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: 
Nov 1609:00
Conference pass
Exploring Managed Investment Scheme (MIS)
Tech Talks
Penny He, CFO, N1 Holdings Limited
Session led by: 
Nov 1609:00
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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: 
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: 
Nov 1609:00
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: 
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:
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: 
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: 
Nov 1609:00
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: 
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: 
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: 
Nov 1609:00
Conference pass
Introducing Sage Data Hub
Tech Talks
- Fusing insights into workflows to optimise practice compliance
- Unifying Sage and Non-Sage data into a cloud data warehouse
- Delivering scalable and proactive advisory-driven engagement
Bruce Minty, Product Marketing Manager, Sage
Session led by: 
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: 
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: 
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: 
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:
Nov 1609:00
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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:
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 Inc
Session led by: 
Nov 1609:00
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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
Session led by: 
Nov 1609:00
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Payments Made Awesome
Tech Talks
Mark Nimco, CTO, Yak Pay
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Nov 1609:00
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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: 
Nov 1609:00
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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, ability to store client information that can be used to derive insights and ability to introduce automation to capture and amalgamate data can help to provide an enriched client experience.oLearn how to gain insights from client and practice dataoDrive growth through value-add services and enhanced team productivityoExplore how you can automate your workflows
Jaya Teyjas, Product Marketing Manager, Sage Software Australia Pty Limited
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Nov 1609:00
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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 clientinformation, this can present challenges and create complexity with client communication. Join us to see how ATOmate make this simple easy while maintaining client-centric communicationLearning 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:
Nov 1609:00
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Real Life Stories From The Frontline Of Cyber Crime
Tech Talks
- Real life examples of accounting firms that got breached
- Why hackers don’t hack anymore: they log in
- Simple steps to secure your data & stay trusted
Jamie Beresford, Chief Executive Officer, Practice Protect
Session led by: 
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
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Nov 1609:00
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Reporting Can Be Tedious And Time Consuming. Come Along And See How insightsoftware’s Excel-Based Reporting Solutions Can Help You
Tech Talks
- Easily create fast, real-time financial and operational reports
- Drill-down down to transactional and invoice details
- Low cost and quick to install
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-(professional)-australia-limited
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
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Nov 1609:00
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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:
Nov 1609:00
Conference pass
STP Made Easy. How 5000 Accounting Firms Are Running Payroll 10x Faster With Payroller
Tech Talks
- Using Payroller's agent portal to set up and run STP for your clients
- Simplifying payroll with simple design and effective features
- Finding solutions for small businesses to comply with regulations
Madison La Pira, Content Marketing Manager, Payroller by Bookipi
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Nov 1609:00
Conference pass
Streamlining Your Firm’s Efficiencies Whilst Improving Your Clients Tax Position Using TaxTank
Tech Talks
- Help your clients be tax confident - Discover how features like live bank feeds, core logic integration, built-in smart tax tools, real time tax reporting, centralised portfolio management and permanent document archive will simplify tax for property investor clients and safeguard against audit
- Simplified Workflow & Effective Collaboration - TaxTank gives you a centralised platform to better manage and communicate with your clients. You’ll be able to easily share and access information from a secure platform your clients will love
- Real-Time Reporting & Instant Messaging - Monitor your clients' tax all year round, flag problems and offer advice when it matters most. You’ll be able to quickly answer questions, improve collaboration, and get the information you need in real-time
Nicole Kelly, Director, TaxTank
Jake Sewell, Business Development Manager, TaxTank
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Nov 1609:00
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The Big Bang Theory (The Evolution Of Audit Insurance)
Tech Talks
- Avoid having that awkward conversation with your client if they are ever audited by the ATO
- In this post royal commission era, we make sure our solution keeps you compliant with ASIC and the Privacy Act
- You, the Accountant get ultimate flexibility around how you promote this to your clients
Chris Ristevski, Partner Acquisition Manager, Vet Choice Insurance For Pets
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
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Nov 1609:00
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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
Session led by:
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:
Nov 1609:00
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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
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Nov 1609:00
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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
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Nov 1609:00
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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.
Oliver Pritchard, Business Development Manager, Liberate IT
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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
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Nov 1609:00
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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
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Nov 1609:00
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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-(professional)-australia-limited
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
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Nov 1609:00
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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
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Nov 1609:00
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Wiise Talks: Bridging The Gap Between Accounting Software And Full-Scale ERP
Tech Talks
Created by KPMG and built on Microsoft,Wiiseisclever accounting and ERP softwaremade for Australian SMBs and has helpedhundreds of businesses migratefrom basic accounting software,on-premise ERP,and siloed systems,onto a solution that scales.As businesses grow, so does their complexity. Your clients may be handling increased transactions, meaning a bigger admin headache. Using outdated on-premise software. Or they’re using multiple disconnected systems and are struggling to keep up.Filling the gap between basic accounting software and advanced ERP technology,Wiiseis a cloud ERP solution that can meet your clients’ growing complexities.With affordable subscription pricing and fixed setup packages, you can help your clients migrate sooner.Join CTO, Hamish Browne, and Partner Success Manager, Chris Mackenzie, as they dive intoWiise. You’ll see howWiiseis helping SMBs in Australia and why it should be part of your offering.AboutWiiseLike all good things,Wiisestarted with a great idea: to give small and medium-sized businesses the tools and big business smarts available to large corporates, at an affordable price. We saw that the small and medium market was woefully underserved from a tech and banking standpoint. We wanted to level the playing field with a system that Aussie businesses could trust when they were ready to grow beyond managing the books.SoKPMG Australia joined forces with Microsoft and CommBank, bringing together industry experience, top-tier tech, and banking know-how. And in August 2018 we launchedWiise. Class-leading cloud ERP software that helps SMBs manage their business from anywhere, work together effectively, and do business better.
- Who isWiiseright for?
- Features and capabilities
- Customer success stories
- A bit about our Referral Program
- Demo ofWiisein action
Christopher Mackenzie, Partner Success Manager, Wiise
Hamish Browne, CTO, Wiise
Session led by: 
Nov 1609:00
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Wiise Talks: Expand Your Accounting Services With Wiise Accounting And ERP Software
Tech Talks
Created by KPMG and built on Microsoft,Wiiseis helping Accountants and Bookkeepers speed up theirfinancial close, chart financial performance in real-time, and improve forecast accuracy while delivering next-gen accounting services.Wiiseis designed to streamline your financial management, help make cash reconciliation easier, and provide granular reporting back into your client’s business. Hear exactly why Accountants and Bookkeepers are recommendingWiiseto their clients as well as managing them in our system.Join CTO, Hamish Browne, and Partner Success Manager, Chris Mackenzie, as they dive intoWiiseso you can see it firsthand.Plus, hear about our new Referral Program.AboutWiiseLike all good things,Wiisestarted with a great idea: to give small and medium-sized businesses the tools and big business smarts available to large corporates, at an affordable price. We saw that the small and medium market was woefully underserved from a tech and banking standpoint. We wanted to level the playing field with a system that Aussie businesses could trust when they were ready to grow beyond managing the books.SoKPMG Australia joined forces with Microsoft and CommBank, bringing together industry experience, top-tier tech, and banking know-how. And in August 2018 we launchedWiise. Class-leading cloud ERP software that helps SMBs manage their business from anywhere, work together effectively, and do business better.
- WhyWiiseis right for you
- Filling the gapin the marketfor SMBs
- WiiseDemo:
- The Accountant’s experience inWiise
- Wiisebanking module
- Standardised reporting with dimensions
- Analysis reporting
- Microsoft Business Intelligence
Christopher Mackenzie, Partner Success Manager, Wiise
Hamish Browne, CTO, Wiise
Session led by:
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: 
Nov 1610:50
Conference pass
It’s Time To Shine The Light Of 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: 
Nov 1610:50
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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.oLearn about how you increase client and employee satisfactionoFind out how to automate jobs across the practice and track your timeoDiscover 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:
Nov 1610:50
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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:
Nov 1610:50
Conference pass
Empowering Your Firm By Creating A Connected Practice
People & Culture
- 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: 
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:
Nov 1610:50
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Class + NowInfinity = Better Together!
Automation & Analytics Sponsored by Class & NowInfinity
Class’ acquisition of NowInfinity. What it means for both platforms in the immediate future and the long term vision for both companies.
Tom Eustice, Cloud Solutions Manager, Class
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
The Impact Of AI On Accounting
CIO Summit
AI and data analytics are powering a wave of groundbreaking technologies. Is your company ready? In this session we will explore how AI and analytics are changing the role of accountants and what finance teams need to do today to reimagine their organisations.
- Find out where AI is transforming business and having the most significant impact
- Discover where you and intelligent machines can work together to reach new levels of productivity and why your strategy can’t ignore them
- Learn how other Australian SMEs like you are unlocking the value from data and accelerating their growth
Chelsea Wise, Marketing Director, Hyper Anna
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: 
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:
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
Why Most Firms Fail On Customer Experience – And How To Fix It
Practice Management
After finishing a job, accountants tell the client where to sign, what and when to pay. Lodgement stats are in order, tax is minimised – a job well done. But half of businesses think their accountant isn’t acting in their best interests, so the job can’t be well done. Most firms completely fail to consider how to improve the customer experience.
- How better customer service helps you get work out the door quicker
- Discover how easy it is to offer a better service without changing your technical workflow
- Learn how to make standardised rules for customer service
Moderator: David Boyar, Chief Executive Officer, ChangeGPS
Amanda Newton, Head Of Community, Xero
Session led by: 
Nov 1611:30
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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
Nov 1611:30
Conference pass
An Awesome Future For Accounts Payable
Business Advisory Sponsored By Reckon
Sam Plowman, CEO, Yak Pay
Session led by:
Nov 1611:30
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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, Adobe
Session led by: 
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, Solutions Implementation Consultant, 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:
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
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: 
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
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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
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
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, BeAccounted
Lauren Crawford, Regional Partner Success Team Manager, Receipt Bank
Session led by:
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
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
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
Tracey Angwin, Chief Executive Officer, Australian Payroll Association
Ross Heron, Chief Executive Officer, Payroll HQ
Session led by: 
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, Director, businesDEPOT, businessDEPOT
Ethan Cooney, Head of Partnerships APAC, 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
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:
Nov 1613:30
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Let’s Get Technical – What’s New In Depreciation
Tax Today
Join BMT CEO and experienced quantity surveyorBradleyBeerwhere 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: 
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
Adam Koch, Sales Executive, SuiteFiles
Dan Osborne, Podcountant, CATS Accountants
Patrick Frigo, Consultant, Xero
Craig Bovaird, Strategic Partnerships Manager, NBN Co
Session led by:
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
What You Must Know About Depreciation Legislation Changes And Industry First Insights Into Investor Behaviour
Business Advisory Sponsored By Reckon
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
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
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
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: 
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
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, Kendons
Session led by:
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, NextGen HR
Sarah Mcleod, Managing Director, Q2HRSolutions Group of Companies
Justin Pavsic, Managing Director, Staff Domain
Marie El Daghl, Communication specialist, Training George
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
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
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:
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
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 SMSF Sorted, 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:
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:
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.
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:
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+
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:
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:
Nov 1709:00
Conference pass
Class Trust
Tech Talks
Gopi Sundaralingam, Senior Product Manager, Class Limited
Session led by:
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:
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:
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:
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:
Nov 1709:00
Conference pass
Culture - How The Small And Medium Firms Can Compete With The Big 4 In A Real Way!
Tech Talks
- Do all of the talented people want to work for the Big 4? Or do they work for those firms that have been around forever? The truth is that it doesn’t matter.
- Talented people will work for firms that offer them the best culture. And they will stay
- Think about recruitment from a new, but very real perspective. We look at the environment, the software and the psychology of recruiting (and retaining) the best people
- How you do things can have an impact on your recruitment today, but this will become absolutely critical in the very near future
Tom Port, Vice President of Sales, AutoEntry
Session led by:
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:
Nov 1709:00
Conference pass
Exploring Managed Investment Scheme (MIS)
Tech Talks
Penny He, CFO, N1 Holdings Limited
Session led by:
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:
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:
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:
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:
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:
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
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:
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:
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:
Nov 1709:00
Conference pass
Introducing Sage Data Hub
Tech Talks
- Fusing insights into workflows to optimise practice compliance
- Unifying Sage and Non-Sage data into a cloud data warehouse
- Delivering scalable and proactive advisory-driven engagement
Bruce Minty, Product Marketing Manager, Sage
Session led by:
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:
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
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: 
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:
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:
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 Inc
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
Session led by:
Nov 1709:00
Conference pass
Payments Made Awesome
Tech Talks
Mark Nimco, CTO, Yak Pay
Session led by:
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:
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, ability to store client information that can be used to derive insights and ability to introduce automation to capture and amalgamate data can help to provide an enriched client experience.oLearn how to gain insights from client and practice dataoDrive growth through value-add services and enhanced team productivityoExplore how you can automate your workflows
Jaya Teyjas, Product Marketing Manager, Sage Software Australia Pty Limited
Session led by:
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 clientinformation, this can present challenges and create complexity with client communication. Join us to see how ATOmate make this simple easy while maintaining client-centric communicationLearning 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:
Nov 1709:00
Conference pass
Real Life Stories From The Frontline Of Cyber Crime
Tech Talks
- Real life examples of accounting firms that got breached
- Why hackers don’t hack anymore: they log in
- Simple steps to secure your data & stay trusted
Jamie Beresford, Chief Executive Officer, Practice Protect
Session led by:
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:
Nov 1709:00
Conference pass
Reporting Can Be Tedious And Time Consuming. Come Along And See How insightsoftware’s Excel-Based Reporting Solutions Can Help You
Tech Talks
- Easily create fast, real-time financial and operational reports
- Drill-down down to transactional and invoice details
- Low cost and quick to install
Session led by: 
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-(professional)-australia-limited
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:
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:
Nov 1709:00
Conference pass
STP Made Easy. How 5000 Accounting Firms Are Running Payroll 10x Faster With Payroller
Tech Talks
- Using Payroller's agent portal to set up and run STP for your clients
- Simplifying payroll with simple design and effective features
- Finding solutions for small businesses to comply with regulations
Madison La Pira, Content Marketing Manager, Payroller by Bookipi
Session led by:
Nov 1709:00
Conference pass
Streamlining Your Firm’s Efficiencies Whilst Improving Your Clients Tax Position Using TaxTank
Tech Talks
- Help your clients be tax confident - Discover how features like live bank feeds, core logic integration, built-in smart tax tools, real time tax reporting, centralised portfolio management and permanent document archive will simplify tax for property investor clients and safeguard against audit
- Simplified Workflow & Effective Collaboration - TaxTank gives you a centralised platform to better manage and communicate with your clients. You’ll be able to easily share and access information from a secure platform your clients will love
- Real-Time Reporting & Instant Messaging - Monitor your clients' tax all year round, flag problems and offer advice when it matters most. You’ll be able to quickly answer questions, improve collaboration, and get the information you need in real-time
Nicole Kelly, Director, TaxTank
Jake Sewell, Business Development Manager, TaxTank
Session led by:
Nov 1709:00
Conference pass
Technology Is The Gateway To A Future Focused Practice
Tech Talks
The accountancy 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
Nov 1709:00
Conference pass
The Big Bang Theory (The Evolution Of Audit Insurance)
Tech Talks
- Avoid having that awkward conversation with your client if they are ever audited by the ATO
- In this post royal commission era, we make sure our solution keeps you compliant with ASIC and the Privacy Act
- You, the Accountant get ultimate flexibility around how you promote this to your clients
Chris Ristevski, Partner Acquisition Manager, Vet Choice Insurance For Pets
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:
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
Session led by:
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:
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:
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:
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.
Oliver Pritchard, Business Development Manager, Liberate IT
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:
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:
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-(professional)-australia-limited
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:
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:
Nov 1709:00
Conference pass
Wiise Talks: Bridging The Gap Between Accounting Software And Full-Scale ERP
Tech Talks
Created by KPMG and built on Microsoft,Wiiseisclever accounting and ERP softwaremade for Australian SMBs and has helpedhundreds of businesses migratefrom basic accounting software,on-premise ERP,and siloed systems,onto a solution that scales.As businesses grow, so does their complexity. Your clients may be handling increased transactions, meaning a bigger admin headache. Using outdated on-premise software. Or they’re using multiple disconnected systems and are struggling to keep up.Filling the gap between basic accounting software and advanced ERP technology,Wiiseis a cloud ERP solution that can meet your clients’ growing complexities.With affordable subscription pricing and fixed setup packages, you can help your clients migrate sooner.Join CTO, Hamish Browne, and Partner Success Manager, Chris Mackenzie, as they dive intoWiise. You’ll see howWiiseis helping SMBs in Australia and why it should be part of your offering.AboutWiiseLike all good things,Wiisestarted with a great idea: to give small and medium-sized businesses the tools and big business smarts available to large corporates, at an affordable price. We saw that the small and medium market was woefully underserved from a tech and banking standpoint. We wanted to level the playing field with a system that Aussie businesses could trust when they were ready to grow beyond managing the books.SoKPMG Australia joined forces with Microsoft and CommBank, bringing together industry experience, top-tier tech, and banking know-how. And in August 2018 we launchedWiise. Class-leading cloud ERP software that helps SMBs manage their business from anywhere, work together effectively, and do business better.
- Who isWiiseright for?
- Features and capabilities
- Customer success stories
- A bit about our Referral Program
- Demo ofWiisein action
Christopher Mackenzie, Partner Success Manager, Wiise
Hamish Browne, CTO, Wiise
Session led by:
Nov 1709:00
Conference pass
Wiise Talks: Expand Your Accounting Services With Wiise Accounting And ERP Software
Tech Talks
Created by KPMG and built on Microsoft,Wiiseis helping Accountants and Bookkeepers speed up theirfinancial close, chart financial performance in real-time, and improve forecast accuracy while delivering next-gen accounting services.Wiiseis designed to streamline your financial management, help make cash reconciliation easier, and provide granular reporting back into your client’s business. Hear exactly why Accountants and Bookkeepers are recommendingWiiseto their clients as well as managing them in our system.Join CTO, Hamish Browne, and Partner Success Manager, Chris Mackenzie, as they dive intoWiiseso you can see it firsthand.Plus, hear about our new Referral Program.AboutWiiseLike all good things,Wiisestarted with a great idea: to give small and medium-sized businesses the tools and big business smarts available to large corporates, at an affordable price. We saw that the small and medium market was woefully underserved from a tech and banking standpoint. We wanted to level the playing field with a system that Aussie businesses could trust when they were ready to grow beyond managing the books.SoKPMG Australia joined forces with Microsoft and CommBank, bringing together industry experience, top-tier tech, and banking know-how. And in August 2018 we launchedWiise. Class-leading cloud ERP software that helps SMBs manage their business from anywhere, work together effectively, and do business better.
- WhyWiiseis right for you
- Filling the gapin the marketfor SMBs
- WiiseDemo:
- The Accountant’s experience inWiise
- Wiisebanking module
- Standardised reporting with dimensions
- Analysis reporting
- Microsoft Business Intelligence
Hamish Browne, CTO, Wiise
Christopher Mackenzie, Partner Success Manager, Wiise
Session led by:
Nov 1709:35
Conference pass
Why Everyone Will Move to Real-Time Audits, and When
Keynotes
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
Gavin Whyte, Co-Founder, Spalla AI
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 Small And Medium Firms Can Outperform The Big 4 – With Culture
Practice Management
Does every talented accounting professional want to work for the Big 4? Or do they work for firms that have been around forever? The truth is that a firm’s brand is becoming less important when it comes to recruitment and retention. Talented people will work for firms that offer them the best culture. And they will stay.
- Understand the environment, software and psychology of recruiting (and retaining) the best people
- Find out why recruitment will become absolutely critical to your firm’s performance in the very near future
- Get practical ideas for creating a culture that supports staff and why concepts such as hotdesking have fallen from favour
Tom Port, Vice President of Sales, AutoEntry
Session led by:
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:
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:
Session led by:
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
Reach A Higher Level Of Financial Intelligence With Automated Reporting In Excel
CFO Summit
New regulations and technology advancements have shouldered CFOs with increased responsibility for data analysis and business models. The move to financial storytelling gives leadership the information they need to make more informed decisions and reach a higher level of financial intelligence.
- See how finance-owned solutions enable fast, accurate reporting, forecasting, planning and close directly from your core financial systems
- Why the right data matters and how to get it in real time from your systems in a few clicks
- How we have helped thousands of customers save hundreds of hours each year on reporting and provided them with more time for analysis
Shirley Riddick, Director - Pacific, insightsoftware
Nov 1710:50
Conference pass
How To Get Over Your Fear Of Business Development
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 podcast and how to do it correctly
- Learn how to leverage the power of Google to get more free traffic
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
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
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
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
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
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
Matthew Pisarski, Business Development / Product Partnerships, Intuit Quickbooks
Session led by:
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: 
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
Lynda Steffens, Founder, 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
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.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
Session led by:
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
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, Director, businesDEPOT, 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
Rossana Bianchi, Associate Director, KPMG
Gavin Whyte, Co-Founder, Spalla AI
Sholto Macpherson, Editor, Digitalfirst.com
Nov 1712:50
Conference pass
AI For SMEs? What It Means For The CFO & Finance Teams
CFO Summit
AI is often portrayed by robots taking over the world, disconnected from the real world of customers, spreadsheets and numbers. In this session, we’ll share customer stories adopting AI for analytics in moderation today, and how a simple use case using your finance data, positions you competitively for the future.
- Discover what AI is (and isn’t)
- Learn how to run a successful AI initiative and not waste time or money, and how this can start with something as simple as your finance data
- Have better appreciation for collaborative intelligence: people and AI joining forces, re-imagining your business today
Chelsea Wise, Marketing Director, Hyper Anna
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
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
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 Strategy, Moxtra
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 that implemented SaaS across functional silos such as CRM, ERP, HCM and SCM. Hear a CFO’s first-hand account of these projects and how a SaaS strategy gives you modern best practice and the latest in technology innovation.
- Go beyond the buzzwords to discover how SaaS really helps midsize companies to ‘digitally transform’
- Identify the opportunities and potential pitfalls with SaaS solutions
- Hear real world examples of companies large and small that are using SaaS to break the upgrade cycle
James Burt, Director, Officer of Finance ANZ, 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
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
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
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:
Nov 1714:10
Conference pass
How To Pick A Good One: Tips On Partnering With A Financial Planning Firm
Automation & Analytics Sponsored by Class & NowInfinity
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
David Silberstein, COO, Cooee Wealth
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
Nov 1714:50
Conference pass
Topic: Unlocking The Power Of Your Firm's Data
Business Advisory Sponsored By Reckon
- 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:
Nov 1714:50
Conference pass
The Automation Of Trust Accounting
Automation & Analytics Sponsored by Class & NowInfinity
Jason Wilson, Chief Customer Officer, Class Limited
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
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
last published: 30/Oct/20 04:55 GMT
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