Agenda
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Opening remarks from MC Ross Greenwood, Business Editor, Sky News
Keynotes
Keynote presentation Peter Costello AC, Former Australian Treasurer
Keynotes
Living Rich, Having Fun & Saving the World
Keynotes
Reframing work & life around Expensify's Three Life Goals - Live Rich, Have Fun, and Save the World.
Practice Management stream chair welcome
Practice Management (Plenary Theatre)
Bookkeeping stream chair welcome
Bookkeeping (Theatre 6)
Meryl Johnston, Founder, Bean Ninjas
Accountants Wellbeing stream chair welcome
Accountants Wellbeing (Theatre 9)
Managing partners panel - strategy, leadership, technology and future proofing
Practice Management (Plenary Theatre)
Moderator: David Smith, Director, Smithink
Adam Irwin, Managing Partner, Pitcher Partners
Backing Businesses: Working your Working Capital to Drive Growth
Funding & Finance (Theatre 3)
ATO response to the Shadow Economy
Tax (Theatre 8)
How to define and price your advisory services
Bookkeeping (Theatre 6)
Role of leadership in mental health and physical fitness
Accountants Wellbeing (Theatre 9)
Brent shares his leadership story, the goal of running a marathon, and the challenges that large organisations can go through and the important role that mental health and physical fitness plays in our lives as business leaders.
Fintech emerging issues panel
Fintech & Pitchfest (Theatre 7)
Dr Dimitrios Salampasis, Director Master of FinTech, Swinburne University of Technology
Maximise client deductions, maintain compliance and reduce risk
Tech Talks (Demo Theatre)
BMT Tax Depreciation works with accountants and their clients to maximise depreciation claims that reduce risk, while maintaining 100 per cent Australian Taxation Office compliance.With over twenty years of experience, and having completed over 800,000 tax depreciation schedules, BMT has the most comprehensive schedule on the market.Join BMT CEO Bradley Beer in this session as he discusses recent developments in the depreciation landscape, BMT’s quality assurance approach and relevant legislation. He will also cover the free tools that BMT provides to accountants to ensure managing client depreciation claims is easy.
Cyber Security stream chair welcome
Cyber Security (Theatre 2)
How to build a more efficient tax workflow
Tax (Theatre 8)
Bookkeeper Radio Looks at Current ATO & TPB Issues
Bookkeeping (Theatre 6)
A look at the current ATO and TPB issues affecting
bookkeepers and BAS Agents. Industry regulators continue to serve up changes that affect our profession. This session sees bookkeeping association representatives select and explore the issues that will matter to bookkeepers over the next 12 months.
The Importance of Cyber Threat Intelligence for Accountants
Cyber Security (Theatre 2)
Learn how cyber threat intelligence can help your Accountancy Practice stay ahead of potential attacks. Early detection of cyber threats helpskeep your team and client's information safe and your brand reputation intact.
Permission to Pause - Burnout & Anxiety - My Story
Accountants Wellbeing (Theatre 9)
Beyond Digital Transformation: Cutting-Edge Fintech For Accountants
Fintech & Pitchfest (Theatre 7)
Stop creating more work for yourself: Simplify with Expensify
Tech Talks (Demo Theatre)
Improve your back office by learning Expensify best practices! From unlimited receipt scanning and mileage tracking to batch reimbursement, automate your preaccounting system with our easy-to-use expense tracking app.
Attracting and retaining talent
Practice Management (Plenary Theatre)
Future of Embedded Lending and what this means for accountants & advisors?
Funding & Finance (Theatre 3)
Moderator: Mandy Mehdizadeh, Head Of Sales, TP24
Depreciation legislation changes, insights into investor behaviour
Tax (Theatre 8)
Chief Economist economic outlook fireside chat
CFO (Theatre 5)
Heather Cotching, Chief Economist, Australian Trade Commission
Brendan Rynne, Partner, Chief Economist, KPMG
STP 2 Common Errors & Mistakes – Test your STP 2 Knowledge
Bookkeeping (Theatre 6)
STP 2 requires a very detailed carving up of payroll data and sharing it with multiple government departments. The detailed dissection of payroll data is a process called disaggregation. Like any new system errors and mistakes will happen. This session explores common ‘challenge’ errors in a practical format. How is your STP 2 knowledge? Come along to this session and take the STP 2 Challenge.
Implications of data breaches for accountants
Cyber Security (Theatre 2)
Sarah Holm, Assistant Director, OAIC
Natalie Le, Assistant Director, OAIC
The Big Shift: Addressing the Burnout in our Industry
Accountants Wellbeing (Theatre 9)
Here Sam Dean gives us insights into the Shift she undertook to address her own Burnout and Thrive to start living everyday the way she wants.
Emerging Tech, Sustainability & Fintech
Fintech & Pitchfest (Theatre 7)
Dr Dimitrios Salampasis, Director Master of FinTech, Swinburne University of Technology
Optus Demo
Tech Talks (Demo Theatre)
Genevieve Sibbick, Optus Living Network
Practice Management - Partnering with you at each step of your practice growth journey
Practice Management (Plenary Theatre)
Improve your employee and client experience with powerfull Practice management software for Accountants. Integrated to run all aspects of your practice, improving productivity and client and employee experience.
Dealing with tax issues for international transactions
Tax (Theatre 8)
Scott Treatt,, General Manager, Tax Policy & Advocacy, The Tax Institute
The Bookkeeping Industry – Then, Now & When
Bookkeeping (Theatre 6)
Australian Bookkeepers Network conducts annual financial & operational surveys of the bookkeeping community. This interesting snapshot in time allows us to see where we have been, where we are currently and make some educated predictions about where the bookkeeping profession is heading. Attendees will also receive a free copy of our most recent survey report.
How to stop writing cheques your body can’t cash
Accountants Wellbeing (Theatre 9)
From sitting in silent meditation for 6 months, competing in Brazilian Jujitsu, having an internship in China's largest hospital, to running wellbeing programs at multiple organisations, Lucas Finch has had a unique career. Learn the principles of managing energy as Lucas distils his experiences and insights into an actionable framework suitable for individuals, teams, and organisations.
Why should accountants care about fintechs at an accounting expo
Fintech & Pitchfest (Theatre 7)
Accountants increasingly rely on fintechs to provide the tools of their trade. Over the course of 20 minutes, we demystify the jargon and bravado of the main fintech themes of today.
Accounting industry trends and Benchmarks
Practice Management (Plenary Theatre)
Measuring performance in an accounting firm is a critical task. This session will examine the recent Accountants Pulse Report that details industry challenges and trends. We will look at the latest industry KPI’s and benchmarks and how they relate to the performance of your firm.
Panel corporate tax reform
Tax (Theatre 8)
Moderator: Scott Treatt,, General Manager, Tax Policy & Advocacy, The Tax Institute
Sustainability Reporting – more than just numbers
CFO (Theatre 5)
Sustainability Reporting – more than just numbers Sustainability is a hot topic at the moment. Organisations worldwide are increasingly seeing the need to develop an environmental, social and governance (ESG) or sustainability report to meet the expectations of their stakeholders, regulators and the public. In this session, Aletta Boshoff, BDO’s National Leader for Sustainability & ESG, and BDO’s National Leader for IFRS & Corporate Reporting, will share some of the latest trends we see in ESG. Aletta will take a look at the business problems (or opportunities!) created by ESG, demystifying the process along the way.
ATO Compliance & Enforcement
Bookkeeping (Theatre 6)
With the ATO having taken a conciliatory approach to lodgement & payment during a prolonged difficult period of Covid and natural disasters, their attention has moved to remediating lodgements and reining in tax debt. This session looks at how a BAS Agent should deal with the ATO when they are taking a more forthright stance with small business tax lodgement and debt as well as SGC compliance. We also deal with Director Penalty Notices (DPNs), Debt arrangements and where to go to for help.
How accounting and finance can be cyber resilient panel
Cyber Security (Theatre 2)
Mark Chazan, CEO, Eftsure
Initiatives to improve wellbeing in the accounting and finance team and organisation
Accountants Wellbeing (Theatre 9)
Neha Madaan, Manager, PwC Australia
The Truth About Cyber Security User Awareness
Tech Talks (Demo Theatre)
How do I get rich?" Building your personal wealth - RSM Talk Big Podcast
Super & Wealth (Theatre 4)
Andrew Sykes, Partner, R.S.M. International
Chris Oates, Financial Adviser, R.S.M. International
Young Han, Senior Manager, R.S.M. International
How do I buy practice and not screw it up
Practice Management (Plenary Theatre)
David Smith, Director, Smithink
How Accounting firms borrow for growth without property
Funding & Finance (Theatre 3)
What you need to know and should be thinking about, eligibility, pros and cons, live demo of various scenarios. Untap funding for strategic opportunities for accountants and other professions for succession planning, property and more.
6 Tips to Streamline your Bookkeeping Workflow
Bookkeeping (Theatre 6)
AI for Accountants
Tech Talks (Demo Theatre)
Introducing NexBot - the AI solution for accountants that aligns business strategy with robotic process automation. NexBot allows businesses to build and develop an end-to-end adoption journey, enabling digital business process automation and developing best practices for robotic process automation. With NexBot, businesses can streamline their accounting processes, saving time and increasing efficiency. Say goodbye to manual data entry and hello to a new era of accounting automation with NexBot.
Nick Bhalla, Director, Nextgen
Practice managers panel: insights on running a successful practice
Practice Management (Plenary Theatre)
Panel discussion on running a practice from administration, premises, staffing, IT and whole lot more
Employer Obligations Reporting
Tax (Theatre 8)
Stefanie Merlino, Partner, People Advisory, Global Expatriate Services & Employment Taxes, BDO
Panel Evolving role of the CFO
CFO (Theatre 5)
- Serving as a coach and mentor to finance team members
- Providing oversight and input as a business change agent
- Being a leader and external facing business advocate
Megan Toose, Chief Financial Officer, SPL
Suzanna Kotsiski, Group Financial Controller, Salta Properties
Josie Pane, Chief Financial Officer, HVP Plantations
Enriching the conversations between the accountant, bookkeeper and clients with app
Bookkeeping (Theatre 6)
Effective communication channels assist the threeway relationship between the accountant, bookkeeper and client through building trust, sharing information, informed decision making, problem solving, avoiding misunderstandings and simply makes for better business relationships. Our expert panellists shall share the technology they use for streamlining asynchronous conversations, through to preparing quality clean data for their global client base. They shall explain how they choose the technology, how they navigated and implemented it. From ChatGPT to home-baked muffins, they’ll sprinkle the talk with the apps, techniques and real world examples they use to build strong long lasting collaborative relationships.
Emma Fabbro, Accountant, Fusion Accountants
Strategies for protecting sensitive data
Cyber Security (Theatre 2)
Kelly Henney, Partner Audit Assurance Risk, KPMG
Using science to create a Thriving Mind
Accountants Wellbeing (Theatre 9)
Fintechs in action: four current case studies
Fintech & Pitchfest (Theatre 7)
BIG CHANGES in ATO document process for 2023
Tech Talks (Demo Theatre)
As a Digital Service provider with the ATO, we will run through some critical changes you should want to know about. We will also show you the practical steps you need to take to get ready. See a live presentation of ATO SmartDocs to compare your current process with best practices.
Ron Drost, General Manager, ATO SmartDocs
Small business bonus deductions – What you need to know
Tax (Theatre 8)
- Find out the details behind the new small business skills and training and technology investment bonus deductions
- Look at examples on how you can help and advise your clients to get the bonus deductions
- Run through methods that you can use to get the conversation started
E-invoicing and cyber security presentation
Cyber Security (Theatre 2)
Size doesn't matter: how to GSD ("Get Stuff Done") with a small team
Accountants Wellbeing (Theatre 9)
In this session, we'll go into how to grow a company mindfully, how employees can level up within a leaner company, and how to course-correct employees when things go awry. We'll uncover how to 10x team productivity without 10x-ing the headcount, ultimately concluding that size truly doesn’t matter.
Business Valuations Online Demo
Tech Talks (Demo Theatre)
Panel: Surfacing accurate useful data for your clients - the apps and the techniques
Practice Management (Plenary Theatre)
Data can help businesses monitor their performance, improve operational efficiency, and drive growth. Our panellists will share how they use real-time data analysis to help clients gain business insights, to make data-informed decisions. They'll discuss the tools, tactics, and tips they used to gather and present client data. They’ll explore how to navigate obstacles, tailor or package business advisory services, and offer advice for starting out.
Division 7A - ATO final tax determination application of Division 7A to trust entitlements arising on or after 1 July 2022
Tax (Theatre 8)
The latest ATO interpretation of ‘financial accommodation’ for the purposes of section 109D(3) ITAA 1997 where corporate beneficiaries fail to demand immediate payment of trust entitlements. The complexities arising from the various ATO interpretations of the application of Division 7A to trust entitlements, in particular the treatment of trust entitlements conferred on corporate beneficiaries in respect of the 2022 financial year. The impact and ongoing legacy implications of the ATO guidance set out in PCG 2017/13
Developing your executive presence
CFO (Theatre 5)
Pain points in bookkeeping - scope creep with expanding compliance, software struggles and staffing issues
Bookkeeping (Theatre 6)
Annemarie Celliers, Partner, AMH Accounting
Cyber risk and the insider threat
Cyber Security (Theatre 2)
Efficiency Enhanced: Streamlining Document Workflows with Adobe Document Cloud
Tech Talks (Demo Theatre)
Enhance the efficiency of your document workflow process by utilising a comprehensive set of Adobe products, comprising of Adobe Acrobat, Adobe Acrobat Sign, and PDF Services APIs. Our presentation will provide an overview of Document Cloud and demonstrate how your organisation can streamline document workflows, beginning with Excel and concluding with an electronic signing solution (Acrobat Sign). Observe a live demonstration of how this solution could be implemented in your enterprise.
The Australian Fintech Ecosystem
Fintech & Pitchfest (Theatre 7)
Glen Frost, Founder, Fintech Awards & Fintech Summit
Maximising cash flow - Tips to get paid quicker and responding when customers can’t
Funding & Finance (Theatre 3)
The importance of strategy in a startup (or any business today)
CFO (Theatre 5)
- The changing role of accounting from "number crunchers" to "financial strategists"
- What strategy actually is
- How finance can contribute to and facilitate strategy within a business
- Why strategy is critical to the success of a startup (or any business)
Data Breaches, BEC Scams, and their commercial risks
Cyber Security (Theatre 2)
Australia's businesses are facing a growing threat of data breaches and BEC scams. With 20x more data breaches than the global average, financial leaders need to be extra vigilant to protect themselves from payment fraud. But what does that mean? Join us in this talk as we dive into the mind of the cybercriminal and uncover the strategies to safeguard your business and financial assets.
Niek Dekker, Head of Marketing, Eftsure
LGBTI and diversity within the Australian accounting profession
Accountants Wellbeing (Theatre 9)
Pitchfest Accounting, Finance & SME start-ups
Fintech & Pitchfest (Theatre 7)
Pitchfest Accounting, Finance & SME start-ups. The start-ups are up against the clock to articulate their innovation and business case. Each session will feature feedback from the judges us they compete for a prize. Join us to cast your vote for the popular winner
Host: Cathryn Lyall, Co-Founder - Seed Money & Partner, Seed Space Venture Capital
Raaj Rayat, Investor, AirTree Ventures
Will Lawson, Partner, Seed Space Venture Capital
Paul Baron, President, Melbourne Angels
Grow your firm with LightYear Docs Legal Docs
Tech Talks (Demo Theatre)
Ben Gill, Director, LightYear Docs
Practice technology: what is right for you?
Practice Management (Plenary Theatre)
Alan FitzGerald, The Software Whisperer, Practice Connections Advisory
YOUtax story of client innovation for tax services -process, communication, and technology
Tax (Theatre 8)
- What client problems are we solving?
- Improving internal workflow efficiencies
- Communicating with your clients to love your service
2022 Xero innovative partner of the year
The Fractured Finance Department
CFO (Theatre 5)
The session is on the modern finance department in SME businesses, where a range of internal and external resources are used, often without structures, systems and clear objectives. There is also often poor communication and a lack of collaboration and leadership.
Colin Wright, Director, The Virtual CFO Group Australia
Exiting the Industry
Bookkeeping (Theatre 6)
What you need to consider when exiting the industry when the time comes for you to hang up your hat.What is your Exit strategy and what does it look like?If selling, what do you need to do to get top dollar and what things do you need to do with your clients to get them ready for your exit.
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A future without jobs: Reimagining accounting careers
Keynotes
This short, proactive presentation will uncover the latest insights into why and how accounting skills and roles will be profoundly reshaped in the next decade. Exploration will be made of how pressure from the design of work and employment will see employment in many traditional accounting occupations diminish. This will occur while the professional capabilities of accountants continue to migrate across other disciplines and industries. In conclusion we will consider how the profession, employers and educators respond to a paradox where future accounting jobs as we know them disappear while employment opportunities for those possessing accounting skills expand.
The future of Accounting & Finance where to from here and how to foster innovation
Keynotes
SMSF stream chair welcome
SMSF (Theatre 4)
Rohan Mansfield, Principal, LDB Group
Crypto stream chair welcome
Crypto (Theatre 2)
Greg Valles, Managing Director, Valles Accountants
Business Advisory stream chair welcome
Business Advisory (Theatre 5)
Audit & Assurance stream chair welcome
Audit & Assurance (Theatre 3)
Rakin Hasan, Senior Audit Manager, Commonwealth Bank
How big can the SMSF sector be?
SMSF (Theatre 4)
The SMSF sector has experienced rapid growth since the start of the pandemic. In this session deputy SMSF Association CEO, Peter Burgess, will explain the drivers behind this growth and will share his views on the factors holding the sector back and where the sector will be in 10 years time.
Peter Burgess, Deputy Chief Executive Officer, Director of Policy & Education, SMSF Association
Panel SME tax reform
Tax (Theatre 8)
Robyn Jacobson, Senior Advocate, The Tax Institute
Crypto Taxation and Record Keeping
Crypto (Theatre 2)
All about Approved!: The Ins and Outs of Expensify's Partner Program
Tech Talks (Demo Theatre)
Description: Are you an accountant or bookkeeper and keen to find ways to save you and your client heaps of time? Discover how to become an official ExpensifyApproved! Partner to get exclusive perks for both you and your clients.
Rachael Hopkins, Success Coach, Expensify
Delivering Cost Savings through Business Automation
AI & Automation (Plenary Theatre)
Innovations in trade will come when buyers and sellers are able to converge on one single platform that allows for optimised trading relationships for both parties in the transaction.Selfish software that maximises efficiencies for only one business in the transaction is not the answer, it truncates the supply chain and creates barriers.Instead, businesses should adopt a single platform that provides operational efficiencies for all parties in the supply chain and that acts a mechanism for flexible terms of trade disconnected from either the buyer or seller.
Business Valuation Online presentation
Business Advisory (Theatre 5)
Assurance over your sustainability report
Audit & Assurance (Theatre 3)
You have drafted a sustainability report: what is next? Aimed at preparers of sustainability reports, this session will highlight reasons to obtain assurance over a sustainability report, and guide attendees through the process, so they may know what to expect when seeking assurance over a sustainability report.
Panel - Offshoring accounting and finance, what are the right questions to ask
Outsourcing & Offshoring (Theatre 9)
The session to cover impact of offshoring on the accounting and finance sector, how offshoring enhances the team and not replaces them. What are the right questions to ask when considering offshoring and what ongoing support you need when you start offshoring
Faith Natividad, Chief Heart Officer, DIgital Workforce
David Petterson, Head of Sales, Super Records
STP Phase 2 – Getting it right!
Payroll & HR (Theatre 6)
- Get the latest STP information
- Double check you are doing the right thing
- Common reporting questions and mistakes
The Key Is Remarkable Client Experience
Marketing (Theatre 7)
Not everyone knows the technical differences between a good accountant and a great accountant, but everyone knows bad service from a remarkable experience. The question then is, what standards are you setting for your existing and prospective clients? Learn the importance that your clients place on how you make them feel, opportunities to delight them, setting and resetting expectations and a selection of tactics you can go and implement today.
SuperConcepts SMSF presentation
SMSF (Theatre 4)
Nicholas Ali, Executive Manager, SMSF Technical Specialist, SuperConcepts
Fireside chat - Emerging issues in blockchain for accounting and finance sector
Crypto (Theatre 2)
Steve Vallas, Managing Director, BlockchainAPAC
Elizabeth Morton, Lecturer/Research Fellow, RMIT University
Angel investing and mentoring insights
AI & Automation (Plenary Theatre)
Personal branding for accountants on Linkedin
Marketing (Theatre 7)
Changes to superannuation, are you ready?
SMSF (Theatre 4)
Session to cover the changes from 1st July 2022 to Super and implications of the changes and removal of work test, changes to downsizing contribution and work test
100A tax dilemmas for trust beneficiaries
Tax (Theatre 8)
Robyn Jacobson, Senior Advocate, The Tax Institute
BIG CHANGES in ATO document process for 2023
Tech Talks (Demo Theatre)
As a Digital Service provider with the ATO, we will run through some critical changes you should want to know about. We will also show you the practical steps you need to take to get ready. See a live presentation of ATO SmartDocs to compare your current process with best practices.
Ron Drost, General Manager, ATO SmartDocs
The Modern Inventory Toolkit - Is your business ready?
AI & Automation (Plenary Theatre)
- A risk management approach to inventory planning
- Technology that identifies and automatically responds to supply chain disruption
- Ability to model alternative inventory optimisation solutions
Business advisory changing skills sets, recruitment/retention, development and leadership panel
Business Advisory (Theatre 5)
Technology and ISMS for accounting professionals
Audit & Assurance (Theatre 3)
What is better than good technology you can adopt into your business and administer yourself? Good technology that is coupled with a service provider that administers it for you.The team at Accountancy Insurance are serious about good technology. That is why we will never stand still in seeking out the best solutions available for business intelligence, security, compliance, process, and tools, to makes the lives of accounting professionals more efficient.See how we are leveraging innovation and tech to provide services to the accounting professionals/community.
Not all global teams are created equal
Outsourcing & Offshoring (Theatre 9)
The secret is out. Offshore outsourcing is the key to solving talent problems and growing your accounting firm. Sending work overseas may be old news, but it’s important to understand that not all offshore outsourcing is the same. In this session, get to know the differences that make-or-break offshore outsourcing success. Receive practical tips and guidance to help you get the most value out of building a global team.
How to Make Payroll a Profit Center for Accounting & Bookkeeping Firms
Payroll & HR (Theatre 6)
Embracing social platforms to appeal to millennial business owners panel
Marketing (Theatre 7)
Panel discussion on using social media like Instagram and Linkedin to grow your business
Optus Demo
Tech Talks (Demo Theatre)
Genevieve Sibbick, Optus Living Network
The top SMSF issues for accountants and trustees for 2023 panel
SMSF (Theatre 4)
Panel to cover the top SMSF issues for accountants and trustees for 2023
Rohan Mansfield, Principal, LDB Group
Peter Burgess, Deputy Chief Executive Officer, Director of Policy & Education, SMSF Association
GST hot topics
Tax (Theatre 8)
The Future of Digital Wealth is Here: What Accountants Need to Know
Crypto (Theatre 2)
Innovation in Audit & Assurance
Audit & Assurance (Theatre 3)
Rakin Hasan, Senior Audit Manager, Commonwealth Bank
Talent on Top
Outsourcing & Offshoring (Theatre 9)
Chris McDonald, VP Growth, Cloudstaff
What the Federal IR changes mean for your business
Payroll & HR (Theatre 6)
The Federal Government is proposing a suite of changes to the current industrial relations landscape — how will you be affected?
Dealing with client’s tax disputes
Tax (Theatre 8)
Sunny Ghedia, Director, Anderson & Sjoquist
Decentralized Finance (DeFi) opportunities for accounting and finance
Crypto (Theatre 2)
Elizabeth Morton, Lecturer/Research Fellow, RMIT University
Business Process Optimisation and Automation
AI & Automation (Plenary Theatre)
- Remove the manual processes from your business
- Learn how your accounting software can be integrated with your favourite CRM and other software packages
- Automate the creation of personalised documents including invoices, quotes and sales contracts
Why automating scheduling will help you run a more efficient business
Payroll & HR (Theatre 6)
Moderator: Edison Fu, Senior Account Executive, Deputy
Steve Clement, General Manager, Deputy
The 21st Century Client - What Do They Really Want?
Marketing (Theatre 7)
With decreasing customer loyalty and increasing importance of service levels, many professional firms are left with a business that struggles to meet the needs of their clients. A ‘good’ level of service is no longer sufficient to create and sustain strong client relationships. What do progressive accounting and advisory firms have to do to meet the needs of their clients?
Tax Practitioners Response to the TPB Review
Tax (Theatre 8)
- Ethics and the Code of Conduct
- Investigations
- Penalties and Safe Harbour
SuperMate – SMSF and portfolio management software tech talk
Tech Talks (Demo Theatre)
Andy Forbes, Chief Technology Officer, SuperConcepts
Beta Carbon presentation
AI & Automation (Plenary Theatre)
Guy Dickinson, Founder and Chief Executive Officer, CLIMA
NFP Opportunities & Risks
Business Advisory (Theatre 5)
Session to cover NFP Opportunities & Risks, green incentive for EVand risks for volunteer directors
The Future Of Tax Audit Insurance Is NOW HERE!
Audit & Assurance (Theatre 3)
As to date, offering Tax Audit Insurance through financial service practices, such as accounting firms, has not changed in 15+ years and has come with many challenges for both the practices and the clients.These challenges have been found to be; time consuming annual administration, clients paying high fees for insurance, only a small amount of clients seeing value for money, no protection for SMSF Trustees, selling tax audit insurance every year.Our revolutionary product is based on eliminating the challenges, making sure Tax Audit Insurance is more accessible ensuring more clients are protected whilst providing many additional benefits to the practice.
Brenden Turner, Director, AuditSave
Offshoring Accounting & Business Processes: What benefits your Business & how to engage
Outsourcing & Offshoring (Theatre 9)
The presentation will share insights on the benefits of offshoring the Accounting & Business Processes, emerging Accounting and Finance outsourcing destinations, and key lessons for a successful outsourcing migration to help companies decide on their outsourcing strategies.
Introduction to BPO
What benefits your business?
Defining what to retain, outsource or automate
The right questions to ask BPO companies when considering FAO
Key lessons for a successful outsourcing migration
Changes to Super and Employer Obligations
Payroll & HR (Theatre 6)
Practical insights on podcast and branding
Marketing (Theatre 7)
Web3 tech stacking
Crypto (Theatre 2)
Deputy Tech Talk
Tech Talks (Demo Theatre)
Edison Fu, Senior Account Executive, Deputy
Preparing your finance architecture for AI
AI & Automation (Plenary Theatre)
You’ve outlined a set of AI use cases. You’ve convinced your stakeholders. You're ready to reap the business benefits. But is your finance architecture able to deliver? AI requires clean, real-time, granular data but many organizations still struggle with siloed, legacy systems and overburdened General Ledgers that make this far from reality. In this panel, Liza Richardson, VP Solution Consulting at Aptitude Software, shares steps to take to prepare your finance architecture to deliver on the promises of AI.
Insolvency panel - difficult conversations with your clients
Business Advisory (Theatre 5)
- Small Business Restructuring Regime
- How to have difficult conversations with your clients
- What the ATO is doing to collect on outstanding Tax
Liam Bellamy, Partner, RRI Advisory
Sunny Ghedia, Director, Anderson & Sjoquist
The benefits of outsourcing your back office offshore
Outsourcing & Offshoring (Theatre 9)
Bharathy Sidharthan, Business Development, Accario Pty Ltd
SMSF auditors’ challenges
SMSF (Theatre 4)
Rohan Mansfield, Principal, LDB Group
The ASBFEO’s Tax Concierge Service and how it helps Small Business
Tax (Theatre 8)
If you're not into crypto, you'll be left behind... and here's why (with data)
Crypto (Theatre 2)
This presentation will discuss Independent Reserve's Annual Crypto Index (IRCI) that examines Australian attitudes towards cryptocurrency, as well as their level of awareness, adoption, trust and confidence in the growing market. The IRCI is based on a panel of over 2,000 adult respondents from all walks of life
4 essential tech considerations for offshore outsourcing
Tech Talks (Demo Theatre)
RegTech as an enabler for SMEs and Accountants
Audit & Assurance (Theatre 3)
- What is RegTech?
- Why it creates value and differentiation
- Real tools for real people
- Helping your clients focus on customers not compliance
Outsourcing your CFO support
Outsourcing & Offshoring (Theatre 9)
- What to expect from a virtual CFO service
- How do you effectively outsource your CFO support - How to get the most value from the relationship - What are the risks and how to do mitigate them?
- Virtual CFO – marriage for life or a brief affair?
Attracting and retaining talent
Payroll & HR (Theatre 6)
How to make the right business decisions when balancing passion, life and a business
Marketing (Theatre 7)
know that small business owners are in a constant juggle. Life affects work. Work affects life. And if you’re going to survive and thrive, you need to look after yourself. The statistics are clear for small business owners with 60% closing or choosing to close in the first 3 years. We know that it's more than just numbers and accountants understand this even more.- An exciting journey of an event manager that created the Cheese Lovers Festival. (60million PR reach, Worldwide)
- What were the challenges and opportunities when balancing passion, life and business?
- How can small business owners make the right business decisions with a community and their accountants?
Estate Planning
SMSF (Theatre 4)
Grant Abbott, Director, Lightyear Group
Logbooks That Work For You
Tax (Theatre 8)
- Minimise administration and maximise internal compliance
- FBT exemption for EVs and what it means for tax teams and drivers
- How to get valid logbooks for your organisation and avoid the mad rush leading up to FBT year end
- Strategies for addressing driver privacy concern
Laws, Regulation & Government Policy for Crypto & Blockchain panel
Crypto (Theatre 2)
Panel on law, regulation and government policy on how the law currently regulates blockchains and cryptocurrencies, and how this might change over the near future
Moderator: Greg Valles, Managing Director, Valles Accountants
Harrison Dell, Director, Cardena Legal
Automation presentation
AI & Automation (Plenary Theatre)
Anand Tamboli, Author and Professional Speaker, Anand Tamboli
Insolvency & Turnaround – helping your clients navigate the challenges of financial difficulties
Business Advisory (Theatre 5)
With life returning to a more business as usual approach, government support schemes ended, interest rates rising and a tax department keen on collecting overdue taxes many businesses will face financial stresses.Accountants as trusted advisors are more often than not the first port of call for clients in financial distress, knowing how to approach what can be difficult conversations and be able to explain the alternatives that are available is so important in helping your client through a period of both financial and personal difficulty.Insolvency however can be a mind field for accountants who do not play in this space, so knowing what you can do and what you should not do is imperative.Robyn Erskine is a highly respected Insolvency and Turnaround specialist with many years experience and in this session will guide you through this tricky area.
Robyn Erskine, Partner, Brooke Bird
Why is payroll so hard?
Payroll & HR (Theatre 6)
Barbara Nunn, Trainer and Payroll Subject Matter Expert, Australian Payroll Association
The good, the bad and the ugly in the property market
SMSF (Theatre 4)
A complete update on ATO document processing
Tax (Theatre 8)
- When will the ATO go paperless?
- Do you meet the new security standards for ATO doc delivery
- How to get back in control of 100% of your ATO documents
- See 5 ATO docs processed in 20 seconds
- How does the ATO API work, and why should you be using it
- Did youknow the ATO produces 392 different document types?
Ron Drost, General Manager, ATO SmartDocs
Complexity of eCommerce - practical solutions for bookkeepers and accountants
AI & Automation (Plenary Theatre)
Tips for training millennials and improving engagement
Payroll & HR (Theatre 6)
Joyce Ong, Co-Founder, Tax Nuggets Academy, CA Top 20 Future Leader
last published: 14/Mar/23 21:05 GMT
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Dheeraj Kumar Khandelwal, Chairman, Committee for Development of International Trade, Services & WTO,
The Institute of Chartered Accountants of India (ICAI)
A man with astute intellect, quick understanding and sharp vision, CA. Dheeraj Kumar Khandelwal, with more than 20 years of experience, has been elected as member of Central Council of The Institute of Chartered Accountants of India for continuous 3 Council terms since 2016 after serving Western...
Kylie Chown, Director and Social Media Trainer,
My Digital Brand
Kylie is a Social Media Trainer, Facilitator and Strategist. She is Australia's first Certified Social Media Crisis Advisor and founder of My Digital Brand, helping professionals, businesses and corporates create a world-class digital brand. Having worked with thousands of businesses and...
Mailene Wheeler, Director - Superannuation Advisory,
Vincents
As a superannuation specialist, Mailene focuses her expertise into empowering people to take control of their super. She does this by working closely with not only her clients, but also their tax and/or financial advisers. Mailene not only works FOR her clients but WITH them on educating them to be ...
Andy Hiscox, Chief Executive Officer,
Netstock Australia
CEO Netstock Australia and COO Netstock Group
Andy has his BSc in engineering and a postgraduate degree in operations management.His expertise is in designing and implementing advanced planning systems and the implementation of cutting-edge supply chain processes.
Keddie Waller, Head of Public Practice and SME,
CPA Australia
Keddie Waller is the Head of Public Practice & SME with CPA Australia. With her team, Keddie is responsible for the development, servicing, representation and compliance of CPA Australia public practice members. Previously Keddie was CPA Australia’s Senior Policy Adviser - Financial...
Jason Robinson, Director,
Future Advisory and Co Host of The Numbers Game
Jason Robinson CPA is a director of Future Advisory, which specialises in providing personalised tax and business advice to individuals and SMEs. He represents CPA Australia on the ATO Tax Practitioner Digital Implementation Group and is a member of CPA Australia’s Victorian Public Practice...
Brent Szalay, Managing Director,
SEIVA Business
Brent Szalay oozes passion, which you will see from the moment you meet him. But don’t let the energy disguise his in-depth experience in strategic planning, financial management and culture-led leadership.Brent's devoted to helping ambitious business owners define and achieve whatever...
Roman Kaczynski, Director,
Accountancy Insurance
Roman Kaczynski (CPA) started his public practice career in 1984, working in various public practice firms for over 25 years. It was during his time working in public practice that he was introduced to Accountancy Insurance, initially as their external accountants in 2004 in the early stages of...
Justin Pavsic, CEO,
Staff Domain Pty Limited
Justin is an offshore outsourcing industry leader who has helped grow small and medium businesses around the world. He saw an opportunity to transform an industry that was built on “cheap salaries” and poor work conditions and embraced it. He believes positive employee experiences and strong...
Meagan Wood, Product Marketing - Accountant & Advisor Group,
Intuit Australia
Meagan heads up the Advisor product marketing activities for Intuit Australia. Having worked in 6 accounting firms ranging from 12 to 1200 employees, she’s passionate about the role technology plays in helping accountants and bookkeepers be as productive as possible. If you can spare 5...
Lauretta Finis, Director,
Quick Bizness Bookkeeping Solutions
Lauretta is one of Australia’s most respected QuickBooks Pro-Advisors and is a member of Intuit's Trainer/Writer Network. Lauretta is known for thinking outside the box and delivering cost effective bookkeeping solutions to her clients, showing business owners the benefits of QuickBooks Online...
Kylie Chown, Director and Social Media Trainer,
My Digital Brand
Kylie is a Social Media Trainer, Facilitator and Strategist. She is Australia's first Certified Social Media Crisis Advisor and founder of My Digital Brand, helping professionals, businesses and corporates create a world-class digital brand. Having worked with thousands of businesses and...
Michelle Knight, Director,
Little Miss Bookkeeping & Neapolitan Collective
Michelle Knight, Founder, Little Miss Bookkeeping & Neapolitan Collective Michelle is a Sunshine Coast based Chartered Accountant and Tax Agent. She is the founder of Neapolitan Collective, Finance Yourself Academy and Little Miss Bookkeeping. Michelle specialises in...
Helen Francis, Principal,
TY Francis Accounting And Taxation
Helen began her career as a tax accountant after graduating from Macquarie University in 2012, but has been part of the TY Francis team since 2008. She has since gained her CPA accreditation, Tax Agent licence and Public Practice Certificate from CPA Australia. Her specialties include individual...
Lily Hii, Founder,
Bookkeeping By Lily
Lily is a bookkeeper, BAS Agent, Certified NLP Practitioner, host of The Money Burrito podcast and a very successful, intuitive business owner who founded her company, Knowing Your Number 7 years ago. She has over 20 years of experience in Accounting Industry and has been a speaker at Accounting...
Darin Tyson-Chan, Publisher, Editor,
selfmanagedsuper
Darin is the founder and publisher of Benchmark Media, an independent publishing house whose mastheads include selfmanagedsuper, smstrusteenews, and financialobserver.He has been covering the financial services space since 2004 and in this time he has worked for a variety of trade publications...
Mailene Wheeler, Director - Superannuation Advisory,
Vincents
As a superannuation specialist, Mailene focuses her expertise into empowering people to take control of their super. She does this by working closely with not only her clients, but also their tax and/or financial advisers. Mailene not only works FOR her clients but WITH them on educating them to be ...
Angela Lee, Barrister,
Chancery Chambers
Angela practices predominately in taxation law, acting for both taxpayers and the Commissioner of Taxation. She also practices in charity law and acts in Tax Practitioners Board matters. She is a nationally accredited mediator. Angela holds a Master of Laws from the University of Melbourne and a...
Ian Lowe, CEO,
Wealth99
Ian is a highly respected thought leader and media commentator on digital transformation and wealth creation. He'll equip you with fundamental knowledge you need to best navigate this fast-evolving field during his session "The Future of Digital Wealth is Here: What Accountants Need to...
Madelaine August, Partner,
Moray & Agnew
Madelaine provides legal services to self-insurers in the Victorian State scheme under the Workplace Injury Rehabilitation and Compensation Act 2013 (Vic). She works with companies in a number of industry sectors including construction, building products, transport and logistics, retail and...
Mark Monfort, Co-Founder,
Aus DeFi Association / NotCentralised
Mark Monfort is a TradFi native turned DeFi advocate and is passionate about building communities in web3. He is a co-founder of NotCentralised, a venture studio that provides services to web3 projects and also creates some of its own such as the Australian DeFi Association which boasts members...
Electra Frost, Co-founder and Chief Financial Officer,
Blockchain Academy International
Electra is a specialist digital accountant in professional practice for more than 20 years. Her main focus is Digital Playhouse Foundation Ltd, a social enterprise and registered charity for digital financial literacy, with blockchain innovation and learning hubs in regional Qld and...
Brett Nuske, Managing Director,
Qubisoft
One study showed that employees are toggling between as many as 35 critical business applications over 1,100 times a day. This is in response to trying to improve productivity by deploying many different software solutions within a business.My great passion has been to build a team at Qubisoft that ...
Vincent Iannotti, Director,
Qubisoft
As a child growing up on a farm, my curiosity would often find myself taking things apart to understand how they work. Then, I would sit for hours trying to think of ways to make them better. Whether it was my motorbike, remote controlled car, game console or even my first car, I could never...
Dale Crosby, Director,
For Accountants
Dale specialises in change management and has a specific interest in client communication and integration of compliance, business and financial advisory services within accounting firms. He has over 20 year’s experience working directly with accounting and advisory firms to achieve growth and...
Ken Devos, Associate Professor (Taxation),
Swinburne University of Technology
Ken Devos (BB) (Grad Dip Tax ) (MTax) PhD CPA, is an Associate Professor in the Faculty of Business and Law at Swinburne University (Hawthorn Campus). Ken teaches in both graduate and undergraduate accounting and taxation courses and has published in both national and international tax journals and ...
Harry Hoang, Chief Executive Officer And Founder,
Tailored Accounts
Harry Hoang | Chief Executive Officer, Tailored AccountsFrom early in his career, Harry has understood the importance and impact of technology in accounting. Being an early proponent of cloud accounting, he is a firm believer in its capacity to help businesses eliminate non-value-adding...
Sebastien Thillaye, Director of Growth,
Innovature BPO
Sebastien is a savvy and accomplished Business Director with a demonstrated history of working in the Financial, Digital and IT sectors in Europe and Asia for more than 15 years. He is known for organizational and leadership abilities, and experiences in Back and Front office management, leading to ...
Peta Lonergan, Acting Assistant Commissioner,
Australian Taxation Office
Peta is acting Assistant Commissioner for Superannuation and Employer obligations. An experienced tax professional with over 20 years’ experience, Peta started out as a tax accountant before joining the ATO and received her CPA in 2002. Peta has extensive experience across a number of diverse...
Jason Robinson, Director,
Future Advisory and Co Host of The Numbers Game
Jason Robinson CPA is a director of Future Advisory, which specialises in providing personalised tax and business advice to individuals and SMEs. He represents CPA Australia on the ATO Tax Practitioner Digital Implementation Group and is a member of CPA Australia’s Victorian Public Practice...
Electra Frost, Co-founder and Chief Financial Officer,
Blockchain Academy International
Electra is a specialist digital accountant in professional practice for more than 20 years. Her main focus is Digital Playhouse Foundation Ltd, a social enterprise and registered charity for digital financial literacy, with blockchain innovation and learning hubs in regional Qld and...
Liza Richardson, VP, Solutions - Finance Transformation,
Aptitude Software Limited
For more than 25 years, Liza has been at the forefront of finance transformation solution design and implementation. She has held multiple roles at solution provider, Aptitude Software, and currently serves as VP, Solution Consulting. Working closely with global Financial Services organizations...
Anju De Alwis, Managing Director,
Ultimate Access
High performance senior executive with international experience in large multinational corporations. Keynote speaker and founding director of the innovative education company Ultimate Access, based in the United Arab Emirates. PhD candidate researching the topic of Blockchain in Education. C-Suite...
The Hon. Bruce Billson, Ombudsman,
Australian Small Business and Family Enterprise Ombudsman
Bruce Billson commenced his role as Australian Small Business and Family Enterprise Ombudsman (ASBFEO) in March 2021. The Ombudsman is an independent advocate for small and family businesses. Bruce brings three decades of experience, knowledge, commitment and an understanding of the issues facing...
Lee Eaton, National Head of Business Development,
Independent Reserve
Lee Eaton - National Head of Business Development Lee has 15 years’ experience working across the entire spectrum of business development activities and wealth management. Lee became involved in the crypto-economy in 2017 through Bitcoin mining before joining Independent Reserve to head up the...
Justin Pavsic, CEO,
Staff Domain Pty Limited
Justin is an offshore outsourcing industry leader who has helped grow small and medium businesses around the world. He saw an opportunity to transform an industry that was built on “cheap salaries” and poor work conditions and embraced it. He believes positive employee experiences and strong...
Deborah Young, Chief Executive Officer,
The RegTech Association
Deborah Young is the founding CEO of The RegTech Association, a global non-profit industry member body focussed on accelerating adoption of RegTech solutions and creating a global centre of excellence. Since helping to establish the Association in 2017, she has led the growth to 180 organisations...
Michelle Kvello, Founder CEO,
Lantern Partners
Michelle Kvello is the founder of Lantern Partners, a virtual CFO firm, working with founder CEOs of start ups and scale ups. She has a personal love of driving entrepreneur success because early in her career she realised there was a need for founders to have access to good commercial and...
Michael Edelstein, Director,
Recruitment Expert
Michael is probably Australia's Top Recruiter for the Accounting Industry, having helped hundreds of accounting firms with their talent needs for nearly 15 years! His team is spread across Australia, NZ and expanding to other parts of the world, specialising purely in Public Practice...
Eyob Yesus, Director,
Growth Gen
Eyob Yesus is the founder of The Experience Index and the mastermind behind Growth Gen, a unique community for small business owners. From the start of his career, his driving passion has been to connect people through great events and experiences. Events are in his blood. As a kid, he helped his...
Melissa Quah, Head of Customer Solutions,
LBM Fleet
Melissa is the Head of Customer Solutions at LBM Fleet, an all-in-one, cloud-based, fleet management platform that works with their customers to maximise FBT savings and improve asset optimisation. She is an experienced consultant with a background in tax at Deloitte and Ernst &...
Jedda Stocks-Ramsay, Anti-Money Laundering Compliance Officer and Compliance Executive,
CoinSpot
Jedda is a seasoned financial crime professional with experience in both government and private sectors. As the Anti-Money Laundering Compliance Officer and Compliance Executive at CoinSpot, she is responsible for ensuring the company's compliance with AML regulations and engaging with...
Joni Pirovich, Principal,
Blockchain & Digital Assets – Services + Law (BADAS*L)
Joni is a passionate advocate for web3 innovation and DAO-first thinking. Joni’s legal practice and policy submissions span across issues in tax, financial services, IP, labour, litigation and wills and estates to support all types of web3 involvement by...
Robert Klaric, Founder,
The Property Expert, Advocate and Advisor
Robert Klaric, is the CEO & Founder of highly successful ‘The Property Expert International’ Advisory and Advocacy service. Robert’s extensive 35 year career has left him widely recognised among the Industry elite for a number of performance awards including several area record sales. He is a...
Tracey Newman, Director,
CloudCounting
Tracey Newman is an Australian Chartered Accountant and Registered Tax Agent. Tracey has held roles as the Director of CloudCounting and Bean Ninjas Australia, which are specialist eCommerce accountancy firms. Currently Tracey works as a product manager for A2X which is a software application that ...
