Agenda

 

Melbourne, 20 - 21 March 2024

Schedule

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Mar 2010:59
Conference pass

Stream Chair

Bookkeeping Intuit (Theatre 4) Intuit QuickBooks
Mar 2010:59
Conference pass

Stream Chair

Outsourcing & Offshoring (Theatre 2)
Tish Bhagwandeen, Director, Infinance Solutions
Mar 2010:59
Conference pass

Stream Chair

Practice Management (Theatre 5) Thryv
Mar 2011:00
Conference pass

The CFO journey

CFO Summit (Theatre 3)
Janet Ha Le, Chief Financial Officer, Compass Education
Mar 2011:30
Conference pass

Carbon Group story

Practice Management (Theatre 5) Thryv
Mar 2011:30
Conference pass

Cyber Resilience - Preparing for the inevitable and gaining competitive advantage

Cyber Security (Plenary)
Mar 2011:30
Conference pass

Direct hiring offshoring, outsourcing and remote work - reviewing options

Outsourcing & Offshoring (Theatre 2)
Mar 2011:30
Conference pass

Maximising cash flow - Tips to get paid quicker and responding when customers can’t

Funding & Finance (Theatre 6)
Mar 2011:30
Conference pass

Pricing and managing client scoping and how to successfully transition from hourly to fixed fee

Bookkeeping Intuit (Theatre 4) Intuit QuickBooks
Mar 2012:00
Conference pass

Case study: Offshoring to tap into international expertise, enhance efficiency, and drive sustainable growth

Outsourcing & Offshoring (Theatre 2)
  • Data security and compliance
  • Maximising efficiencies
  • Bridging the cultural gap
  • Training of staff
Tish Bhagwandeen, Director, Infinance Solutions
Mar 2012:00
Conference pass

How Accounting firms borrow for growth without property

Funding & Finance (Theatre 6)
Chris Fuentes, Director, Sentient Finance
Mar 2012:00
Conference pass

How business leaders are transforming finance teams

CFO Summit (Theatre 3)
Mar 2012:00
Conference pass

Legal obligations for cyber security for accountants

Cyber Security (Plenary)

Your obligations to protect client information from cyber-attacks – data breach, data sharing and cybersecurity

Mar 2012:00
Conference pass

You’ve been framed: How to refresh and reframe client relationships

Practice Management (Theatre 5) Thryv

It’s often said that the easiest way to increase revenue is to provide more services to existing clients. In reality, many firms find that this is not the case. Clients have preconceived notions about the services their accountant can provide based on what they have experienced in the past. It can be really difficult to change client perceptions.In this session, we’ll discuss some of the key challenges that partners and managers face in reframing client relationships.We’ll identify the steps that proactive accountants and firms can take to explain the value of new services.We’ll talk about how you can get existing clients across the line with new services.We’ll explore what to do when clients don’t respond to suggestions or advice that will add financial value.

Mar 2012:30
Conference pass

Building a bookkeeping-tech stack at Gecko to automate bookkeeping processes

Bookkeeping Intuit (Theatre 4) Intuit QuickBooks
Mar 2012:30
Conference pass

Case study PKF: Process improvement

Practice Management (Theatre 5) Thryv
Stacie Shaw, Partner, PKF Newcastle & Sydney
Mar 2012:30
Conference pass

Experience and challenges with mergers and acquisitions

Funding & Finance (Theatre 6)
Mar 2012:30
Conference pass

How to financial modeling with modern excel

Tech Talks (Demo theatre)
Lance Rubin, Chief Executive Officer, Model Citizn
Mar 2012:30
Conference pass
Mar 2012:30
Conference pass

Panel: CFO Serving as a coach and mentor to finance team members

CFO Summit (Theatre 3)
Marcus Healy, Head of Finance, Carlton & United Breweries
Mar 2012:30
Conference pass

Tax Depreciation Changes & Insights into Investor Behaviour

Keynotes
Mar 2013:00
Conference pass

Panel: bookkeeping technology SWOT analysis and Opportunities, Risks & Innovation

Bookkeeping Intuit (Theatre 4) Intuit QuickBooks
Catarina Santini, Director, CS Accounting
Mar 2013:00
Conference pass

Procurement & managing and planning for supply chain disruption – geo-political, inflation, and ESG

CFO Summit (Theatre 3)
  • What are the drivers for procurement?
  • Geo-political
  • Inflation
  • ESG
Chris Kuchel, Procurement Director, Cabrini Health
Mar 2013:00
Conference pass

Responding to cyber incidents: Tips, trends and risk mitigation

Cyber Security (Plenary)
Mar 2013:00
Conference pass

That ‘F’ word and Social Enterprise

Funding & Finance (Theatre 6)
Mar 2013:00
Conference pass

The Access Group

Practice Management (Theatre 5) Thryv
Mar 2013:00
Conference pass

Unlocking Working Capital for SMEs

Funding & Finance (Theatre 6)
Mar 2013:30
Conference pass

Accountant Wellbeing

Bookkeeping Intuit (Theatre 4) Intuit QuickBooks
Mar 2013:30
Conference pass

Data cleaning for AI

CFO Summit (Theatre 3)
David Watkins, General Manager, Finance And Company Secretary, J.C.Decaux
Mar 2013:30
Conference pass

Panel: Building a cyber-resilient organisation that prevents cyber-attacks and mitigates risk

Cyber Security (Plenary)
Mar 2013:30
Conference pass

Panel: Practice management transformation - improved the efficiency of their day to day processing

Practice Management (Theatre 5) Thryv
Chris Wheatley, Director, Scope Accounting
Mar 2013:30
Conference pass

Panel: Successful shareholder engagement for capital raising

Funding & Finance (Theatre 6)
Greg Keane, Chief Financial Officer, Rimfire Pacific Mining NL
Mar 2013:30
Conference pass

Why Advisory As We Know It Isn't The Answer to Increasing Relevance Or Value In Your Firm

Tech Talks (Demo theatre)
Mar 2013:57
Conference pass

Chair stream - Crypto, Blockchain & Web3

Funding & Finance (Theatre 6)
Greg Valles, Managing Director, Valles Accountants
Mar 2014:00
Conference pass

Being crypto fit and ready for action and building for the next decade

Funding & Finance (Theatre 6)
Steve Vallas, Managing Director, BlockchainAPAC
Mar 2014:00
Conference pass

Case study Pitcher Partners:

Practice Management (Theatre 5) Thryv
John Xenos, Practice Manager, Pitcher Partners
Mar 2014:00
Conference pass

Cyber security case studies

Cyber Security (Plenary)
Mar 2014:00
Conference pass

From T accounts to distributed ledgers: how web3 and blockchain is disrupting accounting A

Funding & Finance (Theatre 6)
Alyse Sue, Director of Metaverse, KPMG
Mar 2014:00
Conference pass

GST issues for property developments

Keynotes
Mar 2014:00
Conference pass

Live Podcast: Two Drunk Accountants

Outsourcing & Offshoring (Theatre 2)
Dan Osborne, Director and Co-host of the Two Drunk Accountants Podcast, CATS Accountants
Tim Garth, Director and Co-host of the Two Drunk Accountants Podcast, CATS Accountants
Mar 2014:00
Conference pass

Month End Close – How to automate your finance function

CFO Summit (Theatre 3)
David Watkins, General Manager, Finance And Company Secretary, J.C.Decaux
Mar 2014:00
Conference pass

Overcoming Imposter Syndrome

Tech Talks (Demo theatre)
Mar 2014:00
Conference pass
Mar 2014:30
Conference pass

Panel: Outsource CFO/VCFO - why do you want a VCFO, what are looking for and why be a VCFO

CFO Summit (Theatre 3)

Discussion for all virtual, fractional, interim. and outsourced CFOs

Mar 2014:30
Conference pass

Practice Management - Building the Modern Practice

Practice Management (Theatre 5) Thryv

In the dynamic realm of accounting, where regulations evolve, technology reshapes processes, and client expectations shift, building a modern practice in Australia has never been more pivotal. As the financial landscape undergoes transformation, the role of accountants has transcended traditional bookkeeping and compliance tasks. Today, a modern accounting practice in Australia embraces innovation, technology integration, proactive advisory, and a deep understanding of local regulations to deliver exceptional value to clients.

Tish Bhagwandeen, Director, Infinance Solutions
Mar 2014:30
Conference pass

Recent developments with family trusts and tax:  Section 100a, Unpaid Present Entitlements and the rest – what advisers need to know (and do)

Keynotes
Mar 2014:30
Conference pass

Referral masterclass

Outsourcing & Offshoring (Theatre 2)
Mar 2014:30
Conference pass

Strategies for protecting sensitive data for accounting and finance

Cyber Security (Plenary)
Mischa Steen, Associate Director, Privacy and Data Protection, KPMG
Kelly Henney, Partner, KPMG
Mar 2014:30
Conference pass

The importance of understanding the nuances of the incoming 'tokenisation of everything' and its implications for tax, reporting, and compliance.

Funding & Finance (Theatre 6)
Mar 2015:00
Conference pass

Death, taxes and estate planning:Some of the basics that tax advisors should know

Keynotes
    me of the basics that tax advisors should know….

  • Will validity and dying without a Will – what it means
  • What assets can’t be dealt with by a will.
  • Probate and estate administration
  • The role of executors
  • Death and taxes

    Accountants need to know enough about wills and estate administration to be able to point their clients in the right direction when a client (or a member of a client’s family) loses capacity or dies. They also need to be able to forward plan to address the change in asset ownership and control that accompanies death loss of capacity.

    This session is designed to give accountants and other tax advisers some tips to assist them when working with these issues.

Mar 2015:00
Conference pass

Emerging Tech DAOS opportunities for accounting & finance

Funding & Finance (Theatre 6)
Nataliya Ilyushina, Blockchain Innovation Hub, RMIT University
Mar 2015:00
Conference pass

Org chart: PM your pathway to next work

Practice Management (Theatre 5) Thryv
Sharon McClafferty, Chief Executive Officer, Slipstream Group
Mar 2015:00
Conference pass

What is in a name? A discussion about selecting a business name and changing business structures (sole trader to company)

Bookkeeping Intuit (Theatre 4) Intuit QuickBooks

How do I go about choosing a name? Do I use my name? Should I include the word "Bookkeeper or BAS Agent? Who am I pitching to? Is that name too serious? Or is it too silly? Am I going to outgrow that name? Do I need a logo?

Melissa Papikian, Certified Bookkeeper & BAS Agent, Melissa's Books + Admin
Mar 2015:00
Conference pass

Why tax time turns accountants into cyber targets

Cyber Security (Plenary)
Dr Edward Phelps, Secure Konnect Cyber Security
Mar 2015:30
Conference pass

Cryptocurrency Changes & Uncertainties

Funding & Finance (Theatre 6)
Mark Pizzacalla, Partner, BDO
Mar 2015:30
Conference pass

FBT & EV - update on changes and exemption

Keynotes
Mar 2015:30
Conference pass

Podcast journey: The Numbers Game Podcast

Practice Management (Theatre 5) Thryv
Mar 2016:00
Conference pass

Accounting Diploma Level education - challenge of balancing compliance and practical education

Outsourcing & Offshoring (Theatre 2)
Sam Dean, Director, BlueprintHQ
Mar 2016:00
Conference pass

Wellbeing

Keynotes
Victoria Maurer, Founder & Coach, The Balanced Corporate Coaching & Consulting

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Mar 219:40
Conference pass

Who Gives a Crap: What drives them, challenges faced and lessons learnt along the way

Plenary
Mar 2110:59
Conference pass

Chair stream

Audit, ESG & Reporting (Theatre 3)
Rakin Hasan, Manager - Technology and Systems Assurance, HLB Mann Judd
Mar 2110:59
Conference pass

Chair stream

Automation & AI (Plenary) Ignition
Mar 2110:59
Conference pass

Chair stream

Keynotes
John Jeffreys, Director, John Jeffreys Tax
Mar 2110:59
Conference pass

Chair stream

Payroll & HR Tech (Theatre 4) Intuit QuickBooks
Denise Twigger, Owner Director, BAS and Balances
Mar 2110:59
Conference pass

Stream Chair

SMSF & Wealth (Theatre 6)
Mar 2110:59
Conference pass

Stream Chair

Business Advisory (Theatre 2)
Mar 2111:00
Conference pass

Navigating the modern audit and accounting landscape

Audit, ESG & Reporting (Theatre 3)
Michael McGann, Principal Advisory - Audit and Assurance, Boyce Assurance Services Pty Limited
Mar 2111:00
Conference pass

Panel: Using AI in your practice - opportunities, risks, innovations

Automation & AI (Plenary) Ignition
  • Will AI tools take over accounting and bookkeeping jobs?
  • Will customer expectations change thanks to the speed and efficiency of AI?
  • How will AI impact customer service and data security
Mar 2111:00
Conference pass

Unlocking your practice's potential - How do professional service firms re-focus from compliance services to value-added reliance services?

Business Advisory (Theatre 2)
Mar 2111:30
Conference pass

Maximizing Wealth through SMSFs

SMSF & Wealth (Theatre 6)
  • Financial Investments vs property vs alternative investments – a comparison
  • How to tailor your SMSF personal investment strategy to achieve financial independence
Mar 2111:30
Conference pass

Panel: Payroll challenges, obstacles, opportunities: update on lodge and pay, outsourcing, liabilities

Payroll & HR Tech (Theatre 4) Intuit QuickBooks
  • Payroll Administration
  • What are the requirements for outsourcing payroll
  • LegalandAward requirements
  • Opportunities
  • Lodge & Pay planning
Tish Bhagwandeen, Director, Infinance Solutions
Denise Twigger, Owner Director, BAS and Balances
Mar 2111:30
Conference pass

Sustainability reporting standards and frameworks: Navigating the landscape

Audit, ESG & Reporting (Theatre 3)
Mar 2111:30
Conference pass

Victorian Property & tax - Duty & Land Tax Surcharges

Keynotes
Mar 2112:00
Conference pass
Mar 2112:00
Conference pass

ISA315 and the Auditor's Responsibilities for General IT Controls - what does it mean for technology and auditors

Audit, ESG & Reporting (Theatre 3)
Rakin Hasan, Manager - Technology and Systems Assurance, HLB Mann Judd
Mar 2112:00
Conference pass

Power BI: Rethink client reporting with AI

Automation & AI (Plenary) Ignition

Mar 2112:00
Conference pass

Retirement strategy: wealth and estate and planning

SMSF & Wealth (Theatre 6)
Mar 2112:00
Conference pass

What's next for Advisory or The future of Advisory (Scaling and Leveraging advisory as we know it

Business Advisory (Theatre 2)
Mar 2112:30
Conference pass

Complying with IFRS S1 General Requirements for Disclosure of Sustainability-related Financial Information and IFRS S2 Climate-related Disclosures

Audit, ESG & Reporting (Theatre 3)
Luckmika Perera, Chief Executive Officer and Principal Consultant, IntegratedKnowledge
Mar 2112:30
Conference pass

Crypto in SMSF: Navigating the Opportunities, Compliance, and Protecting Your Retirement Savings

SMSF & Wealth (Theatre 6)
Mar 2112:30
Conference pass

Crypto Taxation: current issues in Australia

Keynotes
Mar 2112:30
Conference pass

Family Business: best practice family governance and a long-term approach to business and family planning

Business Advisory (Theatre 2)
Mar 2112:30
Conference pass

Improving payroll governance and how to meet employer obligations

Payroll & HR Tech (Theatre 4) Intuit QuickBooks
Mar 2112:30
Conference pass

Live Podcast: Two Drunk Accountants

Tech Talks (Demo theatre)
Tim Garth, Director and Co-host of the Two Drunk Accountants Podcast, CATS Accountants
Dan Osborne, Director and Co-host of the Two Drunk Accountants Podcast, CATS Accountants
Mar 2112:30
Conference pass

System and process improvement, analytics and financial transformation

Automation & AI (Plenary) Ignition
Nam Do, Chief Financial Officer, Matthews Australasia
Mar 2113:00
Conference pass

How SME can navigating their tax debt

Keynotes
Mar 2113:00
Conference pass

Live demo: How to use ChatGPT in your business

Tech Talks (Demo theatre)

The session is an interactive 40 minute live demo on using ChatGPT in your accounting practice with practical real-life examples to solveExcel problems, analyse data, writing, content, and building little tools.

Mar 2113:00
Conference pass

Regret and discomfort: protecting SME client through life insurance

Business Advisory (Theatre 2)
Mar 2113:00
Conference pass
Mar 2113:30
Conference pass

Achieving zero inbox and email management,

Automation & AI (Plenary) Ignition
Mar 2113:30
Conference pass

Building tech stat for clients

Business Advisory (Theatre 2)
Mar 2113:30
Conference pass

How to build a network when you don’t enjoy networking

Audit, ESG & Reporting (Theatre 3)
Sue-Ella Prodonovich, Principal, Prodonovich Advisory
Mar 2113:30
Conference pass

SMSF auditor challenge

SMSF & Wealth (Theatre 6)
Mar 2113:30
Conference pass
Mar 2114:00
Conference pass

Dashboard & Culture - how to fastrack your growth

Business Advisory (Theatre 2)
Mar 2114:00
Conference pass

Internal Audit – new requirements, new challenges

Audit, ESG & Reporting (Theatre 3)
Mar 2114:00
Conference pass

Panel - Bookkeeping technology

Automation & AI (Plenary) Ignition
Mar 2114:00
Conference pass

SME Tax Issues: The tricks and traps of using the small business CGT concessions in discretionary trusts

Keynotes
John Jeffreys, Director, John Jeffreys Tax
Mar 2114:00
Conference pass

Training up new staff or new people to the bookkeeping industry

Payroll & HR Tech (Theatre 4) Intuit QuickBooks
Mar 2114:30
Conference pass

Audit technology - the future of audit

Audit, ESG & Reporting (Theatre 3)
Gopika Gopakumar, Manager - Internal Audit, ANZ
Mar 2114:30
Conference pass

Automating workflows to take a practice from Chaos to Control, how to manage workflows and compliance in your practice

Automation & AI (Plenary) Ignition
Mar 2114:30
Conference pass

Org chart: PM your pathway to next work

Business Advisory (Theatre 2)
Sharon McClafferty, Chief Executive Officer, Slipstream Group
Mar 2114:30
Conference pass

Painless Payroll

Payroll & HR Tech (Theatre 4) Intuit QuickBooks
Denise Twigger, Owner Director, BAS and Balances
Mar 2114:30
Conference pass

Using LinkedIn for employee attraction

Tech Talks (Demo theatre)
Mar 2115:00
Conference pass

Apps for accountant, bookkeeper and clients

Automation & AI (Plenary) Ignition
Emma Fabbro, Accountant, Fusion Accountants
Chris Alleyn, Director, AMC Biz Solutions
Mar 2115:00
Conference pass

Panel: War on talent: Tools, tips and strategies to minimise turnover and maximise employee engagement

Audit, ESG & Reporting (Theatre 3)
  • Where to find top talent
  • What employees value in their workplace, how to be an employer of choice
  • How leading firms are adjusting to a changing workforce
Mar 2115:00
Conference pass

Personal branding for accountants on LinkedIn

Business Advisory (Theatre 2)
Mar 2115:00
Conference pass

Pitchfest Accounting, Finance & SME start-ups

SMSF & Wealth (Theatre 6)

The start-ups are up against the clock to articulate their innovation and business case. Each session will feature feedback from the judges as they compete for a prize. Join us to cast your vote for the popular winner

Mar 2115:00
Conference pass

Tax audits and disputes: an update from the trenches

Keynotes
Shaun Cartoon, Partner, Arnold Bloch Leibler
Mar 2115:20
Conference pass

Clean Energy Auditing

Audit, ESG & Reporting (Theatre 3)
David Papa, Director, Bentleys
Mar 2116:00
Conference pass

Intergenerational Report – implications for tax reform

Keynotes
Mar 2117:00
Conference pass

Payroll tax – latest updates on this topical state tax obligation

Keynotes
last published: 06/Dec/23 02:15 GMT