Agenda
Melbourne, 20 - 21 March 2024
Schedule
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Mar 209:30
Conference pass
Mar 209:40
Conference pass
Mar 2010:05
Conference pass
Fireside chat: Leadership and making difficult decisions
Plenary
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
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
How to say NO with clarity and kindness
Tech Talks (Demo theatre)
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
RSM tax presentation
Keynotes
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
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
Panel: Business of bookkeeping
Bookkeeping Intuit (Theatre 4) Intuit QuickBooks
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
Sarah Lawrance, Founder, Hot Toast
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 219:30
Conference pass
Mar 219:40
Conference pass
Who Gives a Crap: What drives them, challenges faced and lessons learnt along the way
Plenary
Mar 2110:10
Conference pass
Fireside chat: Navigating Change, Defining Success: A Conversation
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
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
Mar 2110:59
Conference pass
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
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
SMSF audit
SMSF & Wealth (Theatre 6)
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
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
Panel: The top SMSF issues for accountants and trustees
SMSF & Wealth (Theatre 6)
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
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Aryan.Panjiar@terrapinn.com
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