Accounting Business Expo | Agenda
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Keynote presentation Peter Costello AO, Chairman, Australian Future Fund
Plenary
Opening remarks from MC Ross Greenwood, Business Editor, Sky News
Plenary
Panel - Investing in the future with a social purpose
Plenary
Stream chair welcome
Cyber Security (Theatre 2)
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
ATO response to the Shadow Economy
Tax (Theatre 8)
Strategies to build resilience in the supply chain and procurement
CFO (Theatre 5)
Sara Cullen, Director, The Cullen Group
Fintech emerging issues panel
Fintech & Pitchfest (Theatre 7)
Dr Dimitrios Salampasis, Director Master of FinTech, Swinburne University of Technology
How to define and price your advisory services
Bookkeeping (Theatre 6)
Damien Greathead, Head of Marketing, Intuit Australia
Identity and access management, cloud security and data protection
Cyber Security (Theatre 2)
Nigel Hedges, Group Head of Cybersecurity, Kmart
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.
Superannuation Funds: Risk and Returns of your Investment Options
Super & Wealth (Theatre 4)
With the wide variety of choices available to investors, individuals are faced with the challenge of making the right investment decisions to grow their retirement balance. In addition, with longevity risk, the right asset allocation choice becomes an important decision, not only for younger working investors but also for those who are older and closer to retirement. It is essential to realise that, most likely, having a risky investment strategy may pay off and maximise the investment nest egg rather than face the possibility of running out of money at a later stage of retirement and needing to live another 10-15 years on the public pension system. This presentation will provide an overview of the return and risk analysis of the investment options of superannuation funds in Australia
Panel - Maximising cash flow, tips to get paid quicker and responding when customers can’t pay
Funding & Finance (Theatre 3)
How to build a more efficient tax workflow
Tax (Theatre 8)
Meagan Wood, Advisor Strategy, Intuit
Paytron presentation
CFO (Theatre 5)
ATO and Tax Practitioner Board (TPB) current 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.
Navexa Solutions Fast Investment Tax Reporting
Fintech & Pitchfest (Theatre 7)
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.
Take care of yourself to be the best accountant and bookkeeper to your clients
Accountants Wellbeing (Theatre 9)
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.
Property Outlook
Super & Wealth (Theatre 4)
Carbon's growth strategy
Practice Management (Plenary Theatre)
Funding As A Service - FAAS
Funding & Finance (Theatre 3)
Depreciation legislation changes, insights into investor behaviour
Tax (Theatre 8)
Chief Economist panel on business and economic outlook
CFO (Theatre 5)
Heather Cotching, Chief Economist, Australian Trade Commission
Brendan Rynne, Partner, Chief Economist, KPMG
Emerging Tech, Sustainability & Fintech
Fintech & Pitchfest (Theatre 7)
Dr Dimitrios Salampasis, Director Master of FinTech, Swinburne University of Technology
Single Touch Payroll Phase 2 (STP 2) - Early Findings, Common Errors and Mistakes
Bookkeeping (Theatre 6)
Implications of data breaches for accountants
Cyber Security (Theatre 2)
Clare Gregory, Director, Notifiable Data Breaches, OAIC
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.
New Wave Group’s growth story- Niching, Scaling up Recruitment, Outsourcing, and Digital Success
Practice Management (Plenary Theatre)
Reuben Bergola, Managing Partner, Management Accountant And Tax Accountant, New Wave Business Solutions
Bookkeeping Industry Survey – Key findings and conclusions
Bookkeeping (Theatre 6)
Monoova presentation
Fintech & Pitchfest (Theatre 7)
Christian Westerlind Wigstrom, Co-Founder and Chief Executive Officer, Monoova
How do I get rich?" Building your personal wealth - RSM Talk Big Podcast
Super & Wealth (Theatre 4)
Andrew Sykes, Partner, RSM Australia
Young Han, Senior Manager, RSM Australia
Chris Oates, Financial Adviser, RSM Australia
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.
Working with your clients to raise finance
Funding & Finance (Theatre 3)
Peter Angelini, Partner, Stannards Accountants & Advisors
Panel corporate tax reform
Tax (Theatre 8)
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 and Enforcement
Bookkeeping (Theatre 6)
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
Virtual IT Managed Services Tech Talk
Tech Talks (Demo Theatre)
Peter Loosley, Managing Director, Virtual IT Managed Services
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)
Damien Greathead, Head of Marketing, Intuit Australia
Angel investing and mentoring insights
Fintech & Pitchfest (Theatre 7)
You’ve put all this energy into building a business, how are you managing your personal finance
Super & Wealth (Theatre 4)
Session to cover estate planning, sequencing risk and longevity of capital
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
Chris Wheatley, Director, Scope Accounting
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
Delivering Cost Savings through Business Automation
CFO (Theatre 5)
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.
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
Josie Pane, Chief Financial Officer, HVP Plantations
Suzanna Kotsiski, Group Financial Controller, Salta Properties
Megan Toose, Chief Financial Officer, SPL
Bookkeeping Apps Panel
Bookkeeping (Theatre 6)
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)
Accounting our impact on nature -nature positive’ the new ‘net zero’
Super & Wealth (Theatre 4)
- Global investment trends are demanding disclosure around a company’s direct and indirect (value chain) risks and impacts on nature
- These trends are follow climate “net zero” trend closely
- There are likely implications for business if greenwashing occurs, including from Regulators and customers
- Now is the time to take stock of “nature-related risk” and consider the “nature-related opportunities”, and get in front of the curve
GSD'ing (Getting Shit/Stuff Done) with a small team
Accountants Wellbeing (Theatre 9)
In the session, we'll go into how to take control of your time to GSD, how to use time tracking to achieve goals, how to approach problems and easily find solutions, and how to efficiently run projects, the Expensify way.
Panel - Surfacing accurate useful data for your clients - the apps and the techniques
Practice Management (Plenary Theatre)
Chris Wheatley, Director, Scope Accounting
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)
Emerging issues in bookkeeping panel
Bookkeeping (Theatre 6)
Cyber risk and the insider threat
Cyber Security (Theatre 2)
Diversity & Inclusion - how good leaders lead with inclusivity and improve your team’s wellbeing
Accountants Wellbeing (Theatre 9)
Peter McCarthy, Principal, Precision Taxation Accounting & Management
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
Will Lawson, Partner, Seed Space Venture Capital
Paul Baron, President, Melbourne Angels
Christian Westerlind Wigstrom, Co-Founder and Chief Executive Officer, Monoova
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)
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.
The only way to Mars is to build your own rocket
Plenary
Expensify is one of the few profitable, multi-billion dollar tech companies out there and went from 0 users to IPO by staying true to its vision. In this session, Expensify's COO Anu Muralidharan shares how she stepped off the well-traversed path along with Expensify to create her own rocket launcher by ignoring detractors, challenging the norm, and trusting her ideas.
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A future without jobs: Reimaging accounting careers
Plenary
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
Plenary
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
Thuy Doan, Chief Executive Officer & Founder, Innovature BPO
Panel Apps + Best apps/software for global teams
AI & Automation (Plenary Theatre)
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
Business Valuation Online presentation
Business Advisory (Theatre 5)
Panel SME tax reform
Tax (Theatre 8)
Robyn Jacobson, Senior Advocate, The Tax Institute
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.
Crypto Taxation and Record Keeping
Crypto (Theatre 2)
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.
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.
SuperConcepts SMSF presentation
SMSF (Theatre 4)
Nicholas Ali, Executive Manager, SMSF Technical Specialist, SuperConcepts
Business advisory growth: what it takes to successfully implement a business advisory service line in your firm
Business Advisory (Theatre 5)
GST Update
Tax (Theatre 8)
Emerging issues in blockchain for accounting and finance sector panel
Crypto (Theatre 2)
Jana Schmitz, Digital Economy Policy Lead , Policy and Advocacy, CPA Australia
Elizabeth Morton, Lecturer/Research Fellow, RMIT University
Steve Vallas, Managing Director, BlockchainAPAC
Employer Obligations Reporting
Payroll & HR (Theatre 6)
Stefanie Merlino, Partner, People Advisory, Global Expatriate Services & Employment Taxes, BDO
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.
Cloudstaff outsourcing presentation
Outsourcing & Offshoring (Theatre 9)
Chris McDonald, VP of Growth, Cloudstaff
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
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
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.
How to Make Payroll a Profit Center for Accounting & Bookkeeping Firms
Payroll & HR (Theatre 6)
Meagan Wood, Advisor Strategy, Intuit
Lauretta Finis, Director, Quick Bizness Bookkeeping Solutions
Embracing social platforms to appeal to millennial business owners panel
Marketing (Theatre 7)
Embracing social platforms to appeal to millennial business owners
Panel discussion on using social media like Instagram and Linkedin to grow your business
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
Audit emerging technology and top tech trends
Audit & Assurance (Theatre 3)
Rakin Hasan, Senior Audit Manager, Commonwealth Bank
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?
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
The Talent Trap – Understanding talent dynamics that underpin successful business advisory
Business Advisory (Theatre 5)
Purposeful practice objectives and how they deter or attract the right talent.
Interviewing for business advisory talent
How to cultivate a culture and practice that nurtures the ‘right’ talent.
Changes to Super and Employer Obligations
Payroll & HR (Theatre 6)
Decentralized Finance (DeFi) opportunities for accounting and finance panel
Crypto (Theatre 2)
Elizabeth Morton, Lecturer/Research Fellow, RMIT University
How to scale your business using employee scheduling software
Payroll & HR (Theatre 6)
Emma Seymour, CFO, 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?
Innovature BPO presentation
Outsourcing & Offshoring (Theatre 9)
Sebastien Thillaye, Growth Director, Innovature BPO
Automating customer journey
AI & Automation (Plenary Theatre)
Tania Allen, Director, Vision Alliance
NFP Opportunities & Risks
Business Advisory (Theatre 5)
Session to cover NFP Opportunities & Risks, green incentive for EVand risks for volunteer directors
Tax Practitioners Response to the TPB Review
Tax (Theatre 8)
- Ethics and the Code of Conduct
- Investigations
- Penalties and Safe Harbour
Why accounting firms need tax audit protection to protect their practice and client fees
Audit & Assurance (Theatre 3)
Why accounting firms needs tax audit protection to protect their practice and clientfees
Brenden Turner, Director, AuditSave
Practical insights on podcast and branding
Marketing (Theatre 7)
SuperMate – SMSF and portfolio management software tech talk
Tech Talks (Demo Theatre)
Andy Forbes, Chief Technology Officer, SuperConcepts
Business Advisory panel
Business Advisory (Theatre 5)
Liam Bellamy, Partner, RRI Advisory
Jacob Fahmy, Director, Advisory Corp Accountants & Advisors
Dealing with client’s tax disputes
Tax (Theatre 8)
Sunny Ghedia, Director, Anderson & Sjoquist
Web3 tech stacking
Crypto (Theatre 2)
Deputy Tech Talk
Tech Talks (Demo Theatre)
Edison Fu, Senior Account Executive, Deputy
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?
SMSF auditors’ challenges
SMSF (Theatre 4)
Rohan Mansfield, Principal, LDB Group
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
The ASBFEO’s Tax Concierge Service and how it helps Small Business
Tax (Theatre 8)
The Hon. Bruce Billson, Australian Small Business and Family Enterprise Ombudsman
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
Attracting and retaining talent panel
Payroll & HR (Theatre 6)
Panel on how to build a culture that retains and attracts high performance talent
Independent Reserve crypto presentation
Crypto (Theatre 2)
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
Advising on family business – challenges and opportunities
Business Advisory (Theatre 5)
Session to cover understanding family dynamics, resolving family conflict and succession planning
Logbooks That Work For You
Tax (Theatre 8)
li>- Minimise administration and maximise internal compliance
- 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
Greg Valles, Managing Director, Valles Accountants
Harrison Dell, Director, Cardena Legal
Upcoming payroll changes that business needs to know about
Payroll & HR (Theatre 6)
Tracy Angwin, Chief Executive Officer, Australian Payroll Association
Scale Up Your Practice By Niching Down panel
Marketing (Theatre 7)
- How to find the niche? How to find a profitable niche
- How to tailor the service - remove this line
- What is the marketing position Marketing your niche
- People & processes to scale - Product, people, and processes to scale
Meryl Johnston, Founder, Bean Ninjas
Complexity of eCommerce - practical solutions for bookkeepers and accountants
AI & Automation (Plenary Theatre)
The good, the bad and the ugly in the property market
SMSF (Theatre 4)
Why your business advisory practice is losing to ‘business coaches’ and how to stop it
Business Advisory (Theatre 5)
- Understand the importance of addressing business owners wants and needs
- Navigating the ‘accountant’s curse’ when assessing and addressing lead and lag indicators
- Appreciate what you are putting in the way of your practice’s success, sometimes without knowing it
Tips for training millennials and improving engagement
Payroll & HR (Theatre 6)
Joyce Ong, Co-Founder, Tax Nuggets Academy, CA Top 20 Future Leader
Automating customer journey
Marketing (Theatre 7)
Tania Allen, Director, Vision Alliance
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Peter Costello, Chairman,
Australian Future Fund; and Former Australian Federal Treasurer
From 1990 – 2009 Peter Costello AC served as a Member of the Australian House of Representatives and was Treasurer of the Commonwealth of Australia from March 1996 to December 2007. He delivered twelve federal budgets including ten surpluses. During this period Australia’s Sovereign Credit Rating ...
Ross Greenwood, Business Editor & Anchor, Business Weekend,
Sky News
Ross is the Business Editor and anchor of Business Weekend at SKY News. Ross was formerly, the Nine Network’s Business and Finance editor where he worked across National Nine News, A Current Affair and 60 minutes and former host of radio program “Money News”. Ross was editor of BRW, Personal...
Ross Greenwood, Business Editor & Anchor, Business Weekend,
Sky News
Ross is the Business Editor and anchor of Business Weekend at SKY News. Ross was formerly, the Nine Network’s Business and Finance editor where he worked across National Nine News, A Current Affair and 60 minutes and former host of radio program “Money News”. Ross was editor of BRW, Personal...
Peter Costello, Chairman,
Australian Future Fund; and Former Australian Federal Treasurer
From 1990 – 2009 Peter Costello AC served as a Member of the Australian House of Representatives and was Treasurer of the Commonwealth of Australia from March 1996 to December 2007. He delivered twelve federal budgets including ten surpluses. During this period Australia’s Sovereign Credit Rating ...
John Bellamy, Managing Director,
DarkXposed
John is the Managing Director of DarkXposed. Unfortunately, quality cyber intelligence is often out of reach for most small and medium-sized businesses. DarkXposed is a Private Intelligence Agency (PIA) that specialises in Cyber Threat and Risk Intelligence originating from the Dark Web. We...
Carly Moulang, Associate Professor,
Monash University
Carly Moulang is an Associate Professor at Monash University with over 20 years experience in Higher Education. She holds a Ph.D. from Monash Business School and Graduate Diploma in Psychology from Monash University. Carly is a member of CPA Australia and CA ANZ. Carly has won multiple awards for...
Sonia Gibson, Director,
Accounting Heart
Sonia Gibson, director at Accounting Heart Chartered Accountants. Using the feminine touch, Sonia has woven into Accounting Heart’s lifeforce a vision that sees business, money, and finances as more than just the numbers. Everything she does is underpinned by two core aspects: alignment between...
Tony Goding, Assistant Commissioner, Shadow Economy Program Office,
Australian Taxation Office
With over 20 years in the public service, I have extensive experience in data, analytics, risk, governance, audit and assurance across GST, Superannuation and Income Tax in scale markets. As Assistant Commissioner for Small Business at the Australian Taxation Office, I have responsibility for the...
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...
Banita Bissoondoyal-Bheenick, Director Research Services and Programs,
RMIT University
Professor Banita Bissoondoyal-Bheenick is currently the Director Research Services and Programs in the College of Business and Law at RMIT University – Prior to this she has been the Head of Department- Finance in the School of Economics, Finance and Marketing. She is an internationally recognised...
Nicolas Pilavidis, Chief Executive Officer,
Australian Institute of Credit Management
As the CEO of the AICM Nick represents over 2,600 credit professionals who are the custodians of cash flow. They assess and mitigate credit risk in all sectors and manage credit terms for the supply of goods, services and finance. He has held this role since 2014 and has led the organisation to...
Jaco Veldsman, Co-Founder,
Paytron
Jaco Veldsman is co-founder of Paytron, a cloud-based all-in-one payment solution built for businesses and accountants. Prior to founding Paytron, Jaco spent 12 years working around the world in banking and finance positions before settling in Australia, where after a few years in banking, he...
Peter Thorp, Director,
Australian Bookkeepers Network
Peter is one of the founding principals of Australian Bookkeepers Network (ABN) and has been a Chartered Accountant for over 30 years. As a foundation principal of ABN Peter was integral to setting its strategic direction as well as the formation of consultative lines with government. Government...
Navarre Trousselot, Founder,
Navexa
Navarre is the Founder of Navexa.io — a portfolio analytics service made for Australian investors. Navarre left a lucrative corporate developer job to combine two of his passions; investing and entrepreneurship. He created Navexa because he couldn’t find a portfolio analytics service that met his...
John Bellamy, Managing Director,
DarkXposed
John is the Managing Director of DarkXposed. Unfortunately, quality cyber intelligence is often out of reach for most small and medium-sized businesses. DarkXposed is a Private Intelligence Agency (PIA) that specialises in Cyber Threat and Risk Intelligence originating from the Dark Web. We...
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 ...
Sophie Pinto-Raetz, Product Lead,
Expensify
Sophie has worked for Expensify for just over four years - she started her journey in the London office in 2018 and relocated to Auckland in 2020. She mainly spends her time supporting customers, building out the product in the regions, and helping out with other operational projects!
Louis Christopher, Director,
SQM Research
Louis is recognised as one of Australia’s most respected and impartial research property analyst. He has extensive knowledge and experience of property and is regularly quoted in the media on his insights and is director of SQM Research.
Jamie Davison, Co-Founder,
Carbon Group
Jamie Davison is co-founder of award-winning multiservice national accounting and financial services firm, Carbon Group.Prior to launching Carbon Group, Jamie ran a successful bookkeeping firm, Fortuna Bravado. As a Certified Practicing Accountant (CPA), Jamie has an advantage over other...
Cynthia De Vera, Head of Sales and Strategy,
Swoop Australia
Cynthia De Vera currently leads the Advisory channel and strategic initiatives for Swoop Funding Australia. Cynthia has been in the Fintech industry for more than eight years, working with lenders in the consumer and commercial sectors. Cynthia's customer and solution-centric focus has...
Mike Mortlock, Managing Director,
MCG Quantity Surveyors
Mike is a co-founder of MCG Quantity Surveyors and is an industry leader in tax depreciation. Mike has worked as an expert depreciation consultant with a number of major firms such as McDonalds, CMC Markets, Deloitte, PwC and more. He has completed thousands of depreciation schedules for commercial ...
Kelvin Deer, Director,
Australian Bookkeepers Network
Kelvin is one of the founding principals of Australian Bookkeepers Network (ABN) and has been a Certified Practicing Accountant for over 25 years. Kelvin is passionate about business development and providing innovative learning and training to the bookkeeping industry. He plays an active role in...
Lucas Finch, Global Head of Wellbeing,,
Xero
Lucas loves bringing together this diverse skill set to make an impact, this includes:
Designing and delivering Randomised control trials in health behaviour change,Winning the Australian Psychological Societies Workplace excellence award for the development of an evidence based workplace wellbeing ...
Kelvin Deer, Director,
Australian Bookkeepers Network
Kelvin is one of the founding principals of Australian Bookkeepers Network (ABN) and has been a Certified Practicing Accountant for over 25 years. Kelvin is passionate about business development and providing innovative learning and training to the bookkeeping industry. He plays an active role in...
Mark Holton, Director,
Smithink Advisory
Mark Holton has more than 30 years’ experience as an Accountant and Tax Agent in practice. Mark has developed specialised skills in corporate presentations and training with extensive experience in Australia, New Zealand, United Kingdom and Canada. He is also a respected consultant in taxation and ...
Tracey Dunn, Director - EY Private - Tax,
Ernst & Young
Tracey Dunn is the Director, EY Private – Tax at Ernst & Young in Perth. Tracey has a Bachelor of Business (Accounting), a Graduate Certificate in Commercial Law, a Bachelor of Laws and a Graduate Diploma in Legal Practice. Tracey was admitted as a lawyer in the Supreme Court of Western...
Aletta Boshoff, Partner, National Leader, IFRS & Corporate Reporting,
BDO
Aletta’s involvement in sustainability and Environmental, Social and Governance (ESG) reporting is a consequence of her focus on an organisation’s ability to create and sustain long-term value in a rapidly changing world, and managing the risks and opportunities associated with these...
Peter Thorp, Director,
Australian Bookkeepers Network
Peter is one of the founding principals of Australian Bookkeepers Network (ABN) and has been a Chartered Accountant for over 30 years. As a foundation principal of ABN Peter was integral to setting its strategic direction as well as the formation of consultative lines with government. Government...
Brendan Read, Partner,
KordaMentha
Brendan’s two decades of experience in digital investigations includes 10 years within the Queensland Police Service. A founding member of the High-Tech Crime Investigation Unit, he worked alongside State, Federal and International law enforcement agencies, including the US Secret...
John Bellamy, Managing Director,
DarkXposed
John is the Managing Director of DarkXposed. Unfortunately, quality cyber intelligence is often out of reach for most small and medium-sized businesses. DarkXposed is a Private Intelligence Agency (PIA) that specialises in Cyber Threat and Risk Intelligence originating from the Dark Web. We...
Carly Moulang, Associate Professor,
Monash University
Carly Moulang is an Associate Professor at Monash University with over 20 years experience in Higher Education. She holds a Ph.D. from Monash Business School and Graduate Diploma in Psychology from Monash University. Carly is a member of CPA Australia and CA ANZ. Carly has won multiple awards for...
Kayla Russell, Practice and Business Services Manager ,
Palfreyman Chartered Accountant
Kayla is a Chartered Accountant who has worked in public practice for over 9 years. She is a 5-time national award winner including the 2021 Australian Accounting Awards, Mentor of the Year and the 2021 30 Under 30 Awards, Wellness Advocate of the Year. In 2021 she was also named by InsightsSuccess ...
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...
Chris Fuentes, Director,
Sentient Finance
After 12 years in banking with NAB I have made the transition to managing my own commercial broker business, this was done with an aim to provide bespoke, wholistic financial solutions to customers debt portfolios. Personally, I have previously held specialised accreditations as a business banker...
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...
Tanya Campbell, Private Client Adviser | Authorised Representative,
Morgans
After completing a Bachelor of International Business and a Master of Commerce, Tanya set off on her journey of working in the Finance industry. Since 2010, Tanya has been gaining extensive knowledge in both Stockbroking and Financial Planning through positions including Office Manager, Dealers...
Rob Pillans, Director,
Planet Consulting
For 30 years Rob has been working in and with accounting firms. Few people, if any, can match the breadth and depth of his experience in the management of firms. Rob’s been the CEO of two accounting firms, the GM of one and the Business Manager for two more. He also spent 10 years delivering client ...
Kayla Russell, Practice and Business Services Manager ,
Palfreyman Chartered Accountant
Kayla is a Chartered Accountant who has worked in public practice for over 9 years. She is a 5-time national award winner including the 2021 Australian Accounting Awards, Mentor of the Year and the 2021 30 Under 30 Awards, Wellness Advocate of the Year. In 2021 she was also named by InsightsSuccess ...
Ben Miller, Senior Writer CCH IQ,
wolters kluwer
Ben Miller CA SSA creates new and updates existing content in the Australian tax, superannuation and accounting content team at Wolters Kluwer. Specifically, Ben reviews new and pending legislation to assist accounting and tax professionals in Australia communicate key opportunities for their...
Adrian Floate, Managing Director,
Spenda
Adrian Floate is the Managing Director at Spenda. As an entrepreneur at heart, his passion for solving software flaws and developing integrated business and payment solutions is unparalleled. He has spent the last 20+ years solving complex problems surrounding emerging technologies and believes...
Sue Rosen, Founder,
Sue Rosen Executive Coaching
Sue is an accredited executive coach, with extensive experience coaching finance professionals to be courageous, compassionate, and curious leaders, motivated by purpose, and living fulfilling lives. Prior to her career as a speaker, coach and facilitator, Sue had many years’ experience in senior...
Heather Smith, Founder,
ANISE Consulting
I’ve run a virtual micro-management accounting practice since the early 2000’s. My practice fits in my handbag, and I’ve worked with clients across the world, and when permitted travel extensively. I’m obsessed with how effective automation and integration can produce timely clean data, to surface...
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 ...
Carly Moulang, Associate Professor,
Monash University
Carly Moulang is an Associate Professor at Monash University with over 20 years experience in Higher Education. She holds a Ph.D. from Monash Business School and Graduate Diploma in Psychology from Monash University. Carly is a member of CPA Australia and CA ANZ. Carly has won multiple awards for...
Adrian Ward, Chief Executive Officer,
Accounting for Nature
Dr Ward is the CEO of Accounting for Nature. He has almost 20 years’ experience (private and public sectors) in managing businesses and providing advice and training centred on environmental markets and natural capital in Australia and internationally. He is a former Australian Government...
Heather Smith, Founder,
ANISE Consulting
I’ve run a virtual micro-management accounting practice since the early 2000’s. My practice fits in my handbag, and I’ve worked with clients across the world, and when permitted travel extensively. I’m obsessed with how effective automation and integration can produce timely clean data, to surface...
Electra Frost, Co-founder and Chief Financial Officer,
Digital Playhouse Foundation
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...
Kyelie Baxter, Managing Partner,
IQ Accountants
Kyelie Baxter is the managing partner of IQ Accountants, an accounting and bookkeeping firm located at the Gold Coast. Kyelie is a dynamic and efficient “non accountant” style accountant and has over of 20 years of experience working in the industry. She is a lover of technology, change embracer...
Tracey Dunn, Director - EY Private - Tax,
Ernst & Young
Tracey Dunn is the Director, EY Private – Tax at Ernst & Young in Perth. Tracey has a Bachelor of Business (Accounting), a Graduate Certificate in Commercial Law, a Bachelor of Laws and a Graduate Diploma in Legal Practice. Tracey was admitted as a lawyer in the Supreme Court of Western...
Sue Rosen, Founder,
Sue Rosen Executive Coaching
Sue is an accredited executive coach, with extensive experience coaching finance professionals to be courageous, compassionate, and curious leaders, motivated by purpose, and living fulfilling lives. Prior to her career as a speaker, coach and facilitator, Sue had many years’ experience in senior...
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...
Jamie Davison, Co-Founder,
Carbon Group
Jamie Davison is co-founder of award-winning multiservice national accounting and financial services firm, Carbon Group.Prior to launching Carbon Group, Jamie ran a successful bookkeeping firm, Fortuna Bravado. As a Certified Practicing Accountant (CPA), Jamie has an advantage over other...
Kelly Berger, Director,
Business Simplicity and Bookkeepers Support
Kelly Berger is no stranger to small business. She has over 10 years’ experience in bookkeeping and management accounting across different business sectors. Kelly is the owner of 4 businesses which means she gets ‘small business’. She also founded the largest Australian Facebook Group dedicated to ...
Brendan Read, Partner,
KordaMentha
Brendan’s two decades of experience in digital investigations includes 10 years within the Queensland Police Service. A founding member of the High-Tech Crime Investigation Unit, he worked alongside State, Federal and International law enforcement agencies, including the US Secret...
Annie Le Cavalier, General Manager, Melbourne,
Stone and Chalk
Annie Le Cavalier, was the second employee of Stone & Chalk and has been crucial to the organisations culture and operational success. Annie is a pioneer and passionate community builder who opened Australia’s first co-work space back in Sydney in 2008. Since the early days incubating inside...
Nick McGuigan, Professor of Accounting, Director of Equity, Diversity and Social Inclusion,
Monash University
Professor Nick McGuiganMonash UniversityNick McGuigan is Professor of Accounting and Director of Equity, Diversity & Social Inclusion at Monash Business School and Professor at the Centre for Accounting & Auditing Research, Rostock University, Germany. Nick is an award-winning educator and...
Emma Baxter, Director,
YOUtax
Emma is the founder of YOUtax Pty Ltd, an accounting firm providing tax and financial wellbeing services to corporate employees, sole traders and small business. YOUtax partners with some of Australia’s largest companies incl. Bupa, Woolworth's Group, Hubspot, Domain, hireup, Mable, Super...
Kelly Berger, Director,
Business Simplicity and Bookkeepers Support
Kelly Berger is no stranger to small business. She has over 10 years’ experience in bookkeeping and management accounting across different business sectors. Kelly is the owner of 4 businesses which means she gets ‘small business’. She also founded the largest Australian Facebook Group dedicated to ...
Anu Muralidharan, COO,
Expensify
Anu joined Expensify in 2015 and is the principal strategist for fraud prevention, audits, bank relations, and all other operational efforts at Expensify. Prior to becoming COO, she was the driving force behind the creation of the Expensify Card, where she combined her vast knowledge of the world’s ...
Marcus Bowles, Director,
The Institute for Working Futures
Dr Marcus Bowles is co-founder of Capability. Co and Chair of The Institute for Working Futures (Working Futures™). Marcus is a researcher, author, educator and disruptive thinker. He makes a difference by inspiring employers, professions and governments to design work and learning in ways that...
Nick McGuigan, Professor of Accounting, Director of Equity, Diversity and Social Inclusion,
Monash University
Professor Nick McGuiganMonash UniversityNick McGuigan is Professor of Accounting and Director of Equity, Diversity & Social Inclusion at Monash Business School and Professor at the Centre for Accounting & Auditing Research, Rostock University, Germany. Nick is an award-winning educator and...
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...
Marcus Bowles, Director,
The Institute for Working Futures
Dr Marcus Bowles is co-founder of Capability. Co and Chair of The Institute for Working Futures (Working Futures™). Marcus is a researcher, author, educator and disruptive thinker. He makes a difference by inspiring employers, professions and governments to design work and learning in ways that...
Heather Smith, Founder,
ANISE Consulting
I’ve run a virtual micro-management accounting practice since the early 2000’s. My practice fits in my handbag, and I’ve worked with clients across the world, and when permitted travel extensively. I’m obsessed with how effective automation and integration can produce timely clean data, to surface...
Brett Goodyer, Director,
Business Valuations Online
Brett is the Managing Director of Business Valuations Online, a Fellow of CPA Australia and an expert in valuing businesses and communicating the complexities of value to non-experts. Beginning his career in 1993 as a systems accountant before moving into audit and forensic accounting, he honed his ...
Tracey Dunn, Director - EY Private - Tax,
Ernst & Young
Tracey Dunn is the Director, EY Private – Tax at Ernst & Young in Perth. Tracey has a Bachelor of Business (Accounting), a Graduate Certificate in Commercial Law, a Bachelor of Laws and a Graduate Diploma in Legal Practice. Tracey was admitted as a lawyer in the Supreme Court of Western...
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 ...
Aletta Boshoff, Partner, National Leader, IFRS & Corporate Reporting,
BDO
Aletta’s involvement in sustainability and Environmental, Social and Governance (ESG) reporting is a consequence of her focus on an organisation’s ability to create and sustain long-term value in a rapidly changing world, and managing the risks and opportunities associated with these...
Ana Espinal-Rae, Director, National Audit Quality,
BDO
Ana is a Director within the National Audit Quality team, which enables an audit and assurance environment that inspires others. With over 10 years of experience in accounting, audit and assurance, and learning and development, and a passion for organisational behaviour, Ana works to embed a...
Danny Talwar, Head of Tax,
Koinly
Danny Talwar is the Head of Tax at Koinly. As a crypto enthusiast, his experience as a chartered accountant and chartered tax adviser across Australia and Europe places him as a thought leader within the rapidly growing crypto taxation space. With extensive knowledge of the crypto tax issues faced...
Jason Low, Chief Executive Officer,
The Association For Payroll Specialists (TAPS)
Jason Low , CEO, The Association for Payroll Specialists (TAPS)TAPS is Australia's leading payroll association representing over 8,000 payroll professionals. They provide a range of services to help payroll people stay up to date with Australia's complex payroll environment, including a...
Brad Turville, Director,
Modern Firm Practices
Brad Turville is a coach and trainer to the accounting industry on running a Modern Firm. He started his own business advisory & tax firm which he grew and sold in 2019 to focus on helping accountants run great firms. He regularly speaks on business development and practice improvement, with a...
Kadie Alexander, Product Lead,
Expensify
Born and bred all over New Zealand, Kadie doesn't know what she'd do if she didn't live close to the beach. When Kadie's not dipping her toes in the waves, she's working together with Expensify's customers, helping them improve their back office. Kadie loves the technical...
Sam Dean, Director,
BlueprintHQ. Podcast host of 'Business Habitat with Sam Dean'
Sam Dean FCA, Accountant-Turned-Entrepreneur, Growth Advisor, Speaker and PodcasterIn the past 15 years, I’ve worked with hundreds of driven expert-based business owners in this country. These were highly educated women and men who got into a professional business for more time, control and...
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...
Bradley Beer, Chief Executive Officer,
BMT Tax Depreciation
Bradley Beer joined BMT Tax Depreciation in 1998 as a Quantity Surveyor before becoming a director and shareholder in 2002. Since then, he has been instrumental in building BMT from the ground up and became Chief Executive Officer in 2015. As CEO of the largest and most trusted quantity surveying ...
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.
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 ...
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...
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...
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...
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...
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 ...
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...
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...
Aidan Parsons, Founder & Director, TRACTiON Business Advisory Practice Development & Keystone Executive Coaching,
The Outperformer
FOUNDER & DIRECTOR, TRACTiON BUSINESS ADVISORY PRACTICE DEVELOPMENT & KEYSTONE EXECUTIVE COACHINGUnlike most in this space, Aidan has a track record of founding and running his own highly successful advisory practice, Keystone Executive Coaching, designed on an ‘on results’ model that...
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...
Electra Frost, Co-founder and Chief Financial Officer,
Digital Playhouse Foundation
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...
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...
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...
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...
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 ...
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,
Digital Playhouse Foundation
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...
Michelle Kvello, Founder,
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...
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...
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...
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...
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...
Susanne Bransgrove, Director,
Change Strategist and Family Business Governance Expert
Susanne Bransgrove Change Strategist and Family Business Governance ExpertSusanne is a truly versatile and entrepreneurial woman with a lot of passion and strong vision to gently improve on systems or ideas. She is best known for providing strategic and succession guidance, business governance...
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...
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 ...
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...
Brad Eisenhuth, Founder & Director, TRACTiON Business Advisory Practice Development,
The Outperformer
Brad is the Founder and CEO of the award-winning team at The Outperformer, a management consultancy offering strategic business change business advisory services to a diverse range of large corporates and teams. Brad has worked with the accounting and finance profession for 15 years and developed...
