Agenda

 

Melbourne, 14 - 15 March 2023

Schedule

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Mar 149:10
Conference pass

Opening remarks from MC Ross Greenwood, Business Editor, Sky News

Keynotes
Mar 149:20
Conference pass

Keynote presentation Peter Costello AC, Former Australian Treasurer

Keynotes
Mar 1410:20
Conference pass

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.

Mar 1410:59
Conference pass

Practice Management stream chair welcome

Practice Management (Plenary Theatre)
Mar 1410:59
Conference pass

Bookkeeping stream chair welcome

Bookkeeping (Theatre 6)
Meryl Johnston, Founder, Bean Ninjas
Mar 1410:59
Conference pass

Accountants Wellbeing stream chair welcome

Accountants Wellbeing (Theatre 9)
Mar 1411:00
Conference pass

Managing partners panel - strategy, leadership, technology and future proofing

Practice Management (Plenary Theatre)
Moderator: David Smith, Director, Smithink
Adam Irwin, Managing Partner, Pitcher Partners
Mar 1411:00
Conference pass

Backing Businesses: Working your Working Capital to Drive Growth

Funding & Finance (Theatre 3)
Mar 1411:00
Conference pass
Mar 1411:00
Conference pass

How to define and price your advisory services

Bookkeeping (Theatre 6)
Mar 1411:00
Conference pass

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.

Mar 1411:00
Conference pass

Fintech emerging issues panel

Fintech & Pitchfest (Theatre 7)
Dr Dimitrios Salampasis, Director Master of FinTech, Swinburne University of Technology
Mar 1411:00
Conference pass

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.

Mar 1411:29
Conference pass

Cyber Security stream chair welcome

Cyber Security (Theatre 2)
Mar 1411:30
Conference pass

How to build a more efficient tax workflow

Tax (Theatre 8)
Mar 1411:30
Conference pass

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.

Mar 1411:30
Conference pass

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.

Mar 1411:30
Conference pass

Permission to Pause - Burnout & Anxiety - My Story

Accountants Wellbeing (Theatre 9)
Mar 1411:30
Conference pass

Beyond Digital Transformation: Cutting-Edge Fintech For Accountants

Fintech & Pitchfest (Theatre 7)
Mar 1411:40
Conference pass

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.

Mar 1412:00
Conference pass

Attracting and retaining talent

Practice Management (Plenary Theatre)
Mar 1412:00
Conference pass

Future of Embedded Lending and what this means for accountants & advisors?

Funding & Finance (Theatre 3)
Mar 1412:00
Conference pass

Depreciation legislation changes, insights into investor behaviour

Tax (Theatre 8)
Mar 1412:00
Conference pass

Chief Economist economic outlook fireside chat

CFO (Theatre 5)
Heather Cotching, Chief Economist, Australian Trade Commission
Brendan Rynne, Partner, Chief Economist, KPMG
Mar 1412:00
Conference pass

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.

Mar 1412:00
Conference pass

Implications of data breaches for accountants

Cyber Security (Theatre 2)
Sarah Holm, Assistant Director, OAIC
Natalie Le, Assistant Director, OAIC
Mar 1412:00
Conference pass

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.

Mar 1412:00
Conference pass

Emerging Tech, Sustainability & Fintech

Fintech & Pitchfest (Theatre 7)
Dr Dimitrios Salampasis, Director Master of FinTech, Swinburne University of Technology
Mar 1412:00
Conference pass

Optus Demo

Tech Talks (Demo Theatre)
Genevieve Sibbick, Optus Living Network
Mar 1412:30
Conference pass

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.

Mar 1412:30
Conference pass

Dealing with tax issues for international transactions

Tax (Theatre 8)
Scott Treatt,, General Manager, Tax Policy & Advocacy, The Tax Institute
Mar 1412:30
Conference pass

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.

Mar 1412:30
Conference pass

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.

Mar 1412:30
Conference pass

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.

Mar 1413:00
Conference pass

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.

Mar 1413:00
Conference pass

Panel corporate tax reform

Tax (Theatre 8)
Moderator: Scott Treatt,, General Manager, Tax Policy & Advocacy, The Tax Institute
Mar 1413:00
Conference pass

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.

Mar 1413:00
Conference pass

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.

Mar 1413:00
Conference pass

How accounting and finance can be cyber resilient panel

Cyber Security (Theatre 2)
Mar 1413:00
Conference pass

Initiatives to improve wellbeing in the accounting and finance team and organisation

Accountants Wellbeing (Theatre 9)
Mar 1413:00
Conference pass

The Truth About Cyber Security User Awareness

Tech Talks (Demo Theatre)
Mar 1413:00
Conference pass

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
Mar 1413:30
Conference pass

How do I buy practice and not screw it up

Practice Management (Plenary Theatre)
David Smith, Director, Smithink
Mar 1413:30
Conference pass

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.

Mar 1413:30
Conference pass

6 Tips to Streamline your Bookkeeping Workflow

Bookkeeping (Theatre 6)
Mar 1413:30
Conference pass

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
Mar 1414:00
Conference pass

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

Mar 1414:00
Conference pass

Employer Obligations Reporting

Tax (Theatre 8)
Stefanie Merlino, Partner, People Advisory, Global Expatriate Services & Employment Taxes, BDO
Mar 1414:00
Conference pass

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
Mar 1414:00
Conference pass

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.

Mar 1414:00
Conference pass

Strategies for protecting sensitive data

Cyber Security (Theatre 2)
Kelly Henney, Partner Audit Assurance Risk, KPMG
Mar 1414:00
Conference pass

Using science to create a Thriving Mind

Accountants Wellbeing (Theatre 9)
Mar 1414:00
Conference pass

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
Mar 1414:30
Conference pass

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
Mar 1414:30
Conference pass

E-invoicing and cyber security presentation

Cyber Security (Theatre 2)
Mar 1414:30
Conference pass

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.

Mar 1414:30
Conference pass

Business Valuations Online Demo

Tech Talks (Demo Theatre)
Mar 1415:00
Conference pass

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.

Mar 1415:00
Conference pass

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

Mar 1415:00
Conference pass

Developing your executive presence

CFO (Theatre 5)
Mar 1415:00
Conference pass

Pain points in bookkeeping - scope creep with expanding compliance, software struggles and staffing issues

Bookkeeping (Theatre 6)
Mar 1415:00
Conference pass

Cyber risk and the insider threat

Cyber Security (Theatre 2)
Mar 1415:00
Conference pass

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.

Mar 1415:15
Conference pass

The Australian Fintech Ecosystem

Fintech & Pitchfest (Theatre 7)
Glen Frost, Founder, Fintech Awards & Fintech Summit
Mar 1415:30
Conference pass

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

Funding & Finance (Theatre 3)
Mar 1415:30
Conference pass

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)
Mar 1415:30
Conference pass

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
Mar 1415:30
Conference pass

LGBTI and diversity within the Australian accounting profession

Accountants Wellbeing (Theatre 9)
Mar 1415:30
Conference pass

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
Mar 1415:30
Conference pass

Grow your firm with LightYear Docs Legal Docs

Tech Talks (Demo Theatre)
Ben Gill, Director, LightYear Docs
Mar 1416:00
Conference pass

Practice technology: what is right for you?

Practice Management (Plenary Theatre)
Alan FitzGerald, The Software Whisperer, Practice Connections Advisory
Mar 1416:00
Conference pass

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

Mar 1416:00
Conference pass

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
Mar 1416:00
Conference pass

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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Mar 159:30
Conference pass

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.

Mar 1510:59
Conference pass

SMSF stream chair welcome

SMSF (Theatre 4)
Rohan Mansfield, Principal, LDB Group
Mar 1510:59
Conference pass

Crypto stream chair welcome

Crypto (Theatre 2)
Greg Valles, Managing Director, Valles Accountants
Mar 1510:59
Conference pass

Business Advisory stream chair welcome

Business Advisory (Theatre 5)
Mar 1510:59
Conference pass

Audit & Assurance stream chair welcome

Audit & Assurance (Theatre 3)
Rakin Hasan, Senior Audit Manager, Commonwealth Bank
Mar 1511:00
Conference pass

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
Mar 1511:00
Conference pass

Panel SME tax reform

Tax (Theatre 8)
Mar 1511:00
Conference pass

Crypto Taxation and Record Keeping

Crypto (Theatre 2)
Mar 1511:00
Conference pass

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
Mar 1511:00
Conference pass

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.

Mar 1511:00
Conference pass

Business Valuation Online presentation

Business Advisory (Theatre 5)
Mar 1511:00
Conference pass

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.

Mar 1511:00
Conference pass

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
Mar 1511:00
Conference pass

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
Mar 1511:00
Conference pass

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.

Mar 1511:30
Conference pass

SuperConcepts SMSF presentation

SMSF (Theatre 4)
Nicholas Ali, Executive Manager, SMSF Technical Specialist, SuperConcepts
Mar 1511:30
Conference pass

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
Mar 1511:30
Conference pass

Personal branding for accountants on Linkedin

Marketing (Theatre 7)
Mar 1512:00
Conference pass

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

Mar 1512:00
Conference pass

100A tax dilemmas for trust beneficiaries

Tax (Theatre 8)
Robyn Jacobson, Senior Advocate, The Tax Institute
Mar 1512:00
Conference pass

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
Mar 1512:00
Conference pass

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
Mar 1512:00
Conference pass
Mar 1512:00
Conference pass

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.

Mar 1512:00
Conference pass

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.

Mar 1512:00
Conference pass

How to Make Payroll a Profit Center for Accounting & Bookkeeping Firms

Payroll & HR (Theatre 6)
Mar 1512:00
Conference pass

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

Mar 1512:15
Conference pass

Optus Demo

Tech Talks (Demo Theatre)
Genevieve Sibbick, Optus Living Network
Mar 1512:30
Conference pass

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
Mar 1512:30
Conference pass

GST hot topics

Tax (Theatre 8)
Mar 1512:30
Conference pass

The Future of Digital Wealth is Here: What Accountants Need to Know

Crypto (Theatre 2)
Mar 1512:30
Conference pass

Innovation in Audit & Assurance

Audit & Assurance (Theatre 3)
Rakin Hasan, Senior Audit Manager, Commonwealth Bank
Mar 1512:30
Conference pass

Talent on Top

Outsourcing & Offshoring (Theatre 9)
Chris McDonald, VP Growth, Cloudstaff
Mar 1512:30
Conference pass

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?

Mar 1513:00
Conference pass

Dealing with client’s tax disputes

Tax (Theatre 8)
Sunny Ghedia, Director, Anderson & Sjoquist
Mar 1513:00
Conference pass

Decentralized Finance (DeFi) opportunities for accounting and finance

Crypto (Theatre 2)
Mar 1513:00
Conference pass

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
Mar 1513:00
Conference pass

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
Mar 1513:00
Conference pass

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?

Mar 1513:30
Conference pass

Tax Practitioners Response to the TPB Review

Tax (Theatre 8)
  • Ethics and the Code of Conduct
  • Investigations
  • Penalties and Safe Harbour
Mar 1513:30
Conference pass

SuperMate – SMSF and portfolio management software tech talk

Tech Talks (Demo Theatre)
Andy Forbes, Chief Technology Officer, SuperConcepts
Mar 1513:30
Conference pass

Beta Carbon presentation

AI & Automation (Plenary Theatre)
Guy Dickinson, Founder and Chief Executive Officer, CLIMA
Mar 1513:30
Conference pass

NFP Opportunities & Risks

Business Advisory (Theatre 5)

Session to cover NFP Opportunities & Risks, green incentive for EVand risks for volunteer directors

Mar 1513:30
Conference pass

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
Mar 1513:30
Conference pass

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

Mar 1513:30
Conference pass

Changes to Super and Employer Obligations

Payroll & HR (Theatre 6)
Mar 1513:30
Conference pass

Practical insights on podcast and branding

Marketing (Theatre 7)
Mar 1514:00
Conference pass
Mar 1514:00
Conference pass

Deputy Tech Talk

Tech Talks (Demo Theatre)
Edison Fu, Senior Account Executive, Deputy
Mar 1514:00
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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.

Mar 1514:00
Conference pass

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
Mar 1514:00
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The benefits of outsourcing your back office offshore

Outsourcing & Offshoring (Theatre 9)
Bharathy Sidharthan, Business Development, Accario Pty Ltd
Mar 1514:30
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SMSF auditors’ challenges

SMSF (Theatre 4)
Rohan Mansfield, Principal, LDB Group
Mar 1514:30
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The ASBFEO’s Tax Concierge Service and how it helps Small Business

Tax (Theatre 8)
Mar 1514:30
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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

Mar 1514:30
Conference pass

4 essential tech considerations for offshore outsourcing

Tech Talks (Demo Theatre)
Mar 1514:30
Conference pass

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
Mar 1514:30
Conference pass

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?
Mar 1514:30
Conference pass

Attracting and retaining talent

Payroll & HR (Theatre 6)
Mar 1514:30
Conference pass

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?

Mar 1515:00
Conference pass

Estate Planning

SMSF (Theatre 4)
Grant Abbott, Director, Lightyear Group
Mar 1515:00
Conference pass

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
Mar 1515:00
Conference pass

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

Mar 1515:00
Conference pass

Automation presentation

AI & Automation (Plenary Theatre)
Anand Tamboli, Author and Professional Speaker, Anand Tamboli
Mar 1515:00
Conference pass

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
Mar 1515:00
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Why is payroll so hard?

Payroll & HR (Theatre 6)
Barbara Nunn, Trainer and Payroll Subject Matter Expert, Australian Payroll Association
Mar 1515:30
Conference pass

The good, the bad and the ugly in the property market

SMSF (Theatre 4)
Mar 1515:30
Conference pass

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
Mar 1515:30
Conference pass

Complexity of eCommerce - practical solutions for bookkeepers and accountants

AI & Automation (Plenary Theatre)
Mar 1515:30
Conference pass

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