Agenda

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Day 1

8 SEP 2020

Digital Networking

11:30 - 12:30 AM

Introduction from MC

12:30 PM

Surviving a recession: What business viability will be in 6-12 months

12:40 PM

Cash Flow | Forecasting | Funding
As the global spread of COVID-19 continues, managing cash flow and funding during COVID-19 is key to business survival. Learn the steps to forecasting in uncertain times and the framework to understand options available for your clients.

Stuart Donaldson

STUART DONALDSON

Banyan Co

LIVE: What you need to know from the ATO: Emerging business and tax impact from COVID-19

1:15 PM

Tax | Compliance | Government Support
Find out how the coronavirus is impacting Australian businesses and how accountants can support the new tax obligations. We will hear key tax and business support updates that will provide guidance on tax relief for affected businesses.

Sylvia Gallagher

SYLVIA GALLAGHER

Acting Assistant Commissioner, Australian Taxation Office

Payroll is complex BUT right now you need to know more detail than ever before.

1:50 PM

As accountants or finance professions keeping up with the complexity of payroll is challenging. During this session we chat with two payroll experts focussing in on the underlying detail in the JobKeeper Program – enabling stand down directions, managing leave and accruals and redundancy rules and calculations. Leave this session armed with details to support your clients and business navigate the unprecedented volume of payroll changes.

Graham Coutts

GRAHAM COUTTS

Senior Business Systems Analyst | BAS Agent, ATO Payroll Working Group, Developing Systems for Payroll Professionals - ADP

Sue Warren

SUE WARREN

Enterprise Learning Consultant | Training Payroll Professionals in Payroll Legislation & Systems - ADP

Leading with agility: Survive and thrive in the post-pandemic world

2:25 PM

Leadership | Strategy | Technology
Gain insights on how to lead with agility and learn strategies to run your practice during COVID-19. Discover the key lessons from the winner of the Australian Accounting Awards 2020 CFO of the Year who will share the key steps adopted for effective leadership in remote team environments.

Sarah Lawrance

SARAH LAWRANCE

CFO of the Year, Founder & Managing Director, Hot Toast

Unlock more opportunities for your clients

3:00 PM

Brokers and accountants share similar goals, where both help their clients optimise their financial situation and take advantage of opportunities to grow wealth.

In this session, we'll explore the value of a successful accountant and broker relationship and learn more about how accountants can unlock more opportunities for their clients by partnering with a broker.

Rob Ryan

ROB RYAN

Head of Northern Region, FAST

Modern firm practices: Run a better firm by working smarter, not harder

3:36 PM

Strategy | Pricing
There is a great opportunity right now to develop some new modern practices, to lean into running a great modern firm and being a supportive and helpful adviser to your clients. Hear from an expert coach, trainer and speaker to the accounting industry who will show you what modern firm practices you can implement today to help navigate the unpredictable times ahead.

Brad Turville

BRAD TURVILLE

Coach, Trainer, Speaker Modern Firm Practices

End of Day 1: Wrap-up and what to expect for Day 2!

4:06 PM

Digital Networking

4:15 - 5:15 PM

Day 2

9 SEP 2020

Digital Networking

11:30 - 12:30 PM

Introduction from MC

12:30 PM

Contemporary tax issues and the pathway to tax reform

12:40 PM

Tax | Compliance | Strategy
A key round-up of contemporary tax issues. The session has been developed for SME tax advisers to identify opportunities and traps for clients as we look to navigate a post-COVID-19 environment and turn our focus to genuine tax reform.

Robyn Jacobson

ROBYN JACOBSON

Senior Advocate, Tax Institute

Driving efficiency in a virtual accounting firm: Streamlining processes for maximum output

1:15 PM

Process | Technology | Practice Management
Discover how your practice can embark on change and recognise the opportunity for efficient and flexible adoption of technology. Learn how to streamline your practice with tools that will innovate your practice process.

Damien Greathead

DAMIEN GREATHEAD

Head of Marketing, Practice Ignition

Anxiety in accountancy: Strengthen your mental fitness in business

1:50 PM

Mindset | Self-Development
The “accountant’s brain” has been trained for the problem-solving work. Being surrounded by other people’s problems trains your accountant’s brain to actually see more problems. Your brain is a problem-solving machine, and it’s time to coach your critical thinking mind to combat habits and work-related stress.

Suzy Jacobs

SUZY JACOBS

Chief Trainer, Activator Academy

ATOmate the ultimate ATO document and communication solution

2:25 PM

  • Learn how to streamline your process, improve productivity and strengthen client engagement with automation
  • Discover the key benefits for your practice and clients
  • Understand your clients’ needs and how best to communicate with them
  • How automating ATO document processing will improve your team productivity – and why they will thank you for it

Stan Corner

STAN CORNER

CEO, Business Automation Works – the team behind ATOmate

Conversation Frame work: Checklist for navigating through tough dialogue

3:00 PM

Process | Strategy | Communication
Most accountants are well accustomed to deal with their clients’ financial matters. But there is minimal guidance for playing the role of unofficial mental health expert which is often required. Gain leading advice on how to handle clients who may be struggling whilst building trust.

Andrew Conway

ANDREW CONWAY

CEO, Institute of Public Accountants

Better data means better advice with Xavier and Xero

3:35 PM

Xavier, recently acquired by Receipt Bank, is Xero’s emerging app partner of the year for 2020 and its mantra is “Effective reporting starts with accurate data”. Xavier is trusted by thousands of accounting professionals for accurate data and advisory. Xavier is a toolkit of intelligent data clean-up, bookkeeping and compliance tools designed for Xero professionals. Increase your revenue with value-added health-check services and more accurate client pricing. In this session, you’ll see a live demonstration of the product, learn more about the 30-day free trial for Xavier at https://xavier-analytics.com/launch and get access to an introductory offer.

Luis Sanchez

LUIS SANCHEZ

General Manager, Receipt Bank Asia Pacific

The Future of Accounting: How to navigate a rapidly changing landscape

3:50 PM

Artificial intelligence, digital disruption and changing consumer preferences will transform accounting; how you react will determine the future of your firm as well as the value of your professional expertise. Join Paul Glossop, CEO of property finance specialist Finni, as he officially launches the Future of Accounting 2020 White Paper and discusses key findings with leading accountant Alexander Laureti, CEO of LMS Advisory. This session will be raw, unscripted and uncut – digging into the opportunities and threats for accountants as the world shifts digital. A not-to-be-missed session for those accountants seeking to be relevant, engaged and connected with the clients of the future.

Paul Glossop

PAUL GLOSSOP

CEO, Finni

Alexander Laureti

ALEXANDER LAURETI

Principal, LMS Advisory Pty Ltd- Public Practice Accountant and Business Advisor

End of Day 2: Wrap-up and what to expect for Day 3!

4:06 PM

Digital Networking

4:15 - 5:15 PM

Day 3

10 SEP 2020

Digital Networking

11:30 - 12:30 PM

Introduction from MC

12:30 PM

The incoming insolvency storm

12:40 PM

Planning | Strategy
With various stimulus for both individuals and SMEs due to end in September, and others being extended to December 2020, Australia is facing a potential tsunami of bankruptcies as a result of business-related insolvencies and the greatest danger period is 12-18 months down the track. We discuss this implication and how accountants can prepare for this incoming wave.

Bradd Morelli

BRADD MORELLI

National Managing Partner,
Jirsch Sutherland

Overview of banks and capabilities for SME clients

1:15 PM

Government support | Compliance
In this keynote, ABA’s Justin Mining will provide insights into the key steps for accountants to guide small and medium-sized businesses through Covid-19 and the relief options supported by banks. He will detail into bank deferrals and how they’ll function post-September, as well as the revamped SME Guarantee Scheme and what it offers.

Justin Mining

JUSTIN MINING

Policy Director, Australian Banking Association

Succession planning in a time of crisis

1:50 PM

Strategy | Planning
Succession and retirement planning has never been more important as it is at present. Embracing the current position will put you in a great position to capitalise on your practice’s hard work during COVID when it comes time to selI. In this session we will look at steps to value your business and evaluate the succession planning options to sell or enter a partnership.

David Smith

DAVID SMITH

Founding Director, Smithink

Understanding management of Australian tax system complaints: The key role of the Inspector-General of Taxation and Taxation Ombudsman

2:25 PM

Karen Payne, Inspector-General of Taxation and Taxation Ombudsman, discusses the process for lodging tax complaints with the ATO, the management of complaints, and how the Taxation Ombudsman can assist with unresolved complaints. She provides clarity around the key steps taxpayers and their accountants should take, and the ways in which the IGTO is “here to help” all Australians.

Karen Payne

KAREN PAYNE

Inspector-General of Taxation/Tax Ombudsman

Wrap-up and top highlights of the event

2:56 PM

Digital Networking

3:00 - 4:00 PM