CONFERENZ.CO.NZ/MACTSUPPORTING ORGANISATION

THE AGILE AND ADEPT

CONFERENCE

13-14 FEBRUARY 2019CROWNE PLAZA

AUCKLAND

Automating, improving and innovating the finance function and reporting

DAVID NORMAN CHIEF ECONOMIST

CHIEF PLANNING OFFICE, AUCKLAND COUNCIL

ARLEE FOLKERS GROUP CFO

ISAAC CONSTRUCTION LTD*WINNER OF CIVIL CONTRACTORS NZ

CANTERBURY/WESTLAND 2017 AWARD

SEAN CONNELLY, CFO

RAVENSDOWN

DEBORAH SELBY, GROUP CFO

ELECTRA

SONIKA BARRINGTON MANAGEMENT ACCOUNTANT

NEW ZEALAND SUGAR COMPANY

MOHAMED NALAR CAPITAL PERFORMANCE MANAGER

AUCKLAND TRANSPORT

SHANGYUE BRIGGS MANAGEMENT ACCOUNTANTNEW ZEALAND TRADE AND

ENTERPRISE

TRACY HICKMAN DIRECTOR – CORPORATE

ADVISORY SERVICESSTAPLES RODWAY LIMITED

SIMON NGAWHIKA MANAGER, CLIMATE CHANGE

AND SUSTAINABILITY SERVICES, EY

FRASER GARDINER GM FINANCE & COMMERCIAL,

CONTACT

FEATURED SPEAKERS INCLUDE:

Log up to 12 CPD hours

THE AGILE AND ADEPT

CONFERENCE

Master the techniques to stay relevant in the face of changing technologies and increased automation

Be inspired by fresh case studies from industry leaders on how they have successfully transformed their accounting functions

Network and to exchange ideas with industry experts and peers Log up to 12 CPD hours on the conference plus 6 CPD hours on the workshop

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This Agile and Adept Management Accountant conference brings togethermanagement accountants and financial professionals to discuss the lateststrategy and technology development to drive strong business performance.

With a focus on automating, improving and innovating the finance function, this event will examine the key skills required to continue to be at the top of the management accounting field. Combining practical guidance with case studies and thought leadership, this event is your opportunity to update your skill set.

FEATURING EXPERT INSIGHTS ON:

• The big picture of management accounting landscape

• Finance innovation in a complex IT landscape

• The non-financial side of management accounting

• Agile financing function

• Integrated reporting, budgeting and forecasting

• From risk to resilience

ATTEND THIS EVENT TO:

1 day separately bookable workshop

– Power BI: Analysing and visualising

data 101

PLUS

8.30 Registration and coffee9.00 Opening remarks from the Chair IRENE ZOU, Project and Reporting Accountant,

UNIVERSITY OF AUCKLAND

THE BIG PICTURE OF MANAGEMENT ACCOUNTING LANDSCAPE

9.10 Switching drivers: Should we be worried? • Examining key drivers of economic impact: Retail,

construction, house prices, immigration and tourism • What changes in the last year to 18 months

have meant slower economic growth and poorer business confidence in Auckland and New Zealand more widely

• How is the economy changing and what challenges and opportunities does this mean for business?

DAVID NORMAN, Chief Economist, CHIEF PLANNING OFFICE, AUCKLAND COUNCIL9.50 The triple whammy – changes to how we account

for revenue, leases and financial instruments There has been a lot of discussion about three big,

new, financial reporting standards - NZ IFRS 9 (on financial instruments), NZ IFRS 15 (on revenue) and NZ IFRS 16 (on leases). Each of these three new standards has the potential to substantially change the financial statements, which may then impact key items for the business, such as loan covenants and employee remuneration. This session examines:

· Making sure that your systems can capture the information necessary to apply the new standards

· The impact of adopting the three new standards · Communicating the changes from adoption of the

three new standards to key stakeholders JACKIE RUSSELL-GREEN, Technical Associate, BDO10.30 Morning break

FINANCE INNOVATION IN A COMPLEX IT LANDSCAPE

11.00 NZTE’s digital transformation – Getting Modern • Explore the radical effects the digital environment

has on the traditional corporate structure, finance and financial reporting

• Speaking the same language as the audience • Why Cloud based accounting information system? SHANGYUE BRIGGS, Management Accountant,

NEW ZEALAND TRADE AND ENTERPRISE11.40 Financial modelling in a dynamic environment • Approaches to dealing with uncertainty • Ensuring maximum flexibility and adaptability in

financial modelling to accommodate changes • Tapping strong assessment skills and informed

decision-making to remain successful and stay ahead of your competitors

TRACY HICKMAN, Director – Corporate Advisory Services, STAPLES RODWAY LIMITED

DAY ONE13 FEBRUARY 2019 12.20 Lunch break

13.20 How Power BI has changed reporting and decision making process

• Drawing data from all areas of a business, providing a wider array of financial information

• Allowing project collaboration between different teams with bespoke skill sets

• Providing highly in-depth and precise micro-data, via intuitive search function, for specific parts of a client’s accounts

• Enabling accountants to add more value to companies by giving better financial guidance

ALLISON KENNEDY, Trainer, ACE TRAINING14.00 Assessing how data dashboards are changing

accounting • Drawing on data in real time to cut through the

information fog and give instant snapshots of business performance

• Ability to summarise KPI reports and present them in easily understood formats, aligned to strategy and driving performance

• Linking financial and non-financial data and reporting to improve the customer journey and give customers a voice

FRASER GARDINER, GM Finance & Commercial, CONTACT

14.40 Afternoon break

THE NON-FINANCIAL SIDE OF MANAGEMENT ACCOUNTING

15.10 Transforming ‘lagging’ to ‘leading’ indicators to truly realise the benefit of non-financial reporting

• Moving to a dynamic and interactive reporting platform

• Turning commentaries into useful insights and action points

• Understanding performance drivers to develop measures that influence behaviours

ZOE YANG, Non-Financial Performance Analyst National Office, DEPARTMENT OF CORRECTIONS

15.50 Focusing on softer skills around storytelling in order to improve your reporting

• Creating a differentiated experience to develop soft skills needed to build collaborative relationships with other departments

• Identify the connecting points to best engage your audience as not everybody thinks in a numeric way

• Enhancing value by going beyond the numbers by telling the story behind them to help department leaders make informed business decisions

DEBORAH SELBY, Group CFO, ELECTRA16.30 Summary remarks from the Chair & Networking

Drinks

9.00 Welcome back from the Chair

AGILE FINANCING FUNCTION

9.10 World class excellence in Management Accounting – Creating a vision for the future

• Reviewing the changing shape of the finance function

• What does best practice management accounting look like and how will this continue to evolve?

• Exploring the disruptive forces shaping the financial space today and how we should respond

• Changing competencies and mind sets NALAR MOHAMED, Capital Performance Manager,

AUCKLAND TRANSPORT 9.50 Deploying Agile across the finance function and

across the organisation • Stepping up the ability to respond to changing

market dynamics and new demands on the business

• Obtaining insightful information to predict the future market trends to stakeholders

• Optimising efficiency while being flexible to demand

RAY NINOW, Management Consultant and Founder IBUSINESS NZ 10.30 Morning break

INTEGRATED REPORTING, BUDGETING AND FORECASTING

11.00 Integrated reporting for increased transparency and insights

• Acquiring the ability to anticipate the information needs of various stakeholders

• Developing a best practice approach that will assist the decision-making process

• Influencing behaviour and shifting the focus to a more comprehensive view of the factors that contribute to increased strategic alignment and long-term sustainability

SEAN CONNOLLY, CFO, RAVENSDOWN11.40 The evolution of accountability: Sustainability

reporting • Reviewing existing global initiatives driving the

reporting of non-financial information to key stakeholders

• Identifying key disclosures to assess sustainability performance and how these might be organised, structured and communicated

• Preparing to adopt reporting frameworks/methods

SIMON NGAWHIKA, Manager, Climate Change and Sustainability Services, EY

12.20 Lunch break13.20 Integrating budgeting with rolling forecasts • Transitioning from activity based budgeting to

rolling forecasts • Exploring the best practice techniques for

designing an integrated business planning and rolling forecast process

• Highlighting how management can use rolling forecast information for improved decision making and control

SONIKA BARRINGTON, Management Accountant, NEW ZEALAND SUGAR COMPANY14.00 Perfecting audit quality to elevate corporate

value • Discovering the primary responsibility for quality

audits – external auditors, management, person-in-charge of governance, regulators and users

• What internal customers are really after and how management accountants can support this?

• Identifying the challenges with audit quality and how to overcome the challenges

• Outlining the steps to measure a quality audit ARLEE FOLKERS, Group CFO,

ISAAC CONSTRUCTION LTD *WINNER OF CIVIL CONTRACTORS NZ CANTERBURY/WESTLAND 2017 AWARD

14.40 Afternoon break

FROM RISK TO RESILIENCE

15.10 Risk management in management accounting • Setting risk tolerance and appetites to foster a

healthy risk environment • Integrating solid risk management and internal

controls through collaborative decision making, execution and accountability processes

• Developing an agile risk management strategy

15.50 Enhancing adaptive capacity in an increasingly VUCA (Volatile Uncertain Complex Ambiguous) world · Mastering adaptive capacity as the key to boost personal and organisational resilience

· Understanding the one and only thing that switches adaptive capacity off

· How to switch adaptive capacity back on BRUCE ROSS, Leadership Growth Strategist IGNITE BUSINESS LEADERSHIP LTD16.30 Closing remarks from the Chair

and close of conference

DAY TWO14 FEBRUARY 2019

POWER BI: ANALYSING AND VISUALISING DATA 101How Big data can help your business. Self-service business intelligence. Data visualisation for easy snapshots. Real-time analytics. So much data and so many buzz words, but what does it all mean? As data gets easier to come by, we find ourselves with more data than we know what to do with and need to analyse it quickly and effectively. We don’t have time to wait for the data scientists to come back with a robust report, we need answers now.

This workshop will introduce you to Microsoft’s Power BI tool for analysing and visualising data, bringing business intelligence capabilities into your hands. In this hands on workshop, you will explore the capabilities of Power BI and discover how it can help your company get real insights and valuable information from your data.

15 FEBRUARY 2019

HOW BIG DATA CAN HELP YOUR BUSINESS• Import data from a variety of sources• Detect relationships between tables within our data• Ask questions about your data – and get an answer instantly

SELF-SERVICE BI• Discover, combine and shape data from multiple data sources• Clean up source data• Perform basic calculations to gather additional insight from your data

DATA VISUALISATION FOR EASY SNAPSHOTS• See your data in new ways with bold interactive visualisations

with Power BI• Filter your data to focus on exactly what you want• Map data to analyse relationships

REAL-TIME ANALYTICS• View and share your data from any device• Drill-down into the information that matters to you• Refresh your data to ensure the latest information is displayed

ALLISON KENNEDY, Trainer, ACE TRAINING

9.00 - 16.301 DAY WORKSHOP

Allison Kennedy is a Microsoft Excel Expert and Microsoft Certified Trainer. Her love of numbers and desire to solve problems led her to obtain a BSc (Hons) in Mechanical Engineering. Since then, she has acquired over 10 years of experience in adult education, infecting everyone she meets with her passion for learning and innovation. Join her for the One Stop Excel and Power BI Update to catch up to speed on some of the new tools and tricks to make data analysis and problem solving even easier.

CM094 Code: A B C D E F G H I J K L M N O P Q R S T U V W X Y Z Copyright © 2018 Conferenz Ltd

conferenz.co.nz/mact 09 912 3616

REGISTRATION DETAILS

BOOKING OPTIONS SUPER SAVER PRICEREGISTER & PAY BEFORE 5PM

11 December 2018

EARLY BIRD PRICEREGISTER & PAY BEFORE 5PM

23 January 2019

LAST MINUTEREGISTER & PAY AFTER 5PM

23 January 2019

CONFERENCE $2399 + GST $2599 + GST $2699 + GST

1 DAY WORKSHOP $1299 + GST $1399 + GST $1499 + GST

Agenda Updates: Conferenz Ltd reserves the right to make any amendments deemed to be in the best interest of the conference. Agenda is correct at time of printing, please check online for any updates..

HOW TO PAY - DIRECT CREDITDirect credit to our bank account (please supply details of remittance)Select pay via invoice when registering online at: conferenz.co.nz ACCOUNT NAME: Conferenz LtdACCOUNT No: 06-0273-0228588-25

HOW TO PAY - CREDIT CARDWe accept most major credit cards. Register online for this event at conferenz.co.nz A 2.5% surcharge will be added to credit card payments

WHAT HAPPENS IF I HAVE TO CANCEL?YOU HAVE SEVERAL OPTIONS:• Send a substitute delegate in your place at no charge.• Transfer your ticket to another of our events at no charge or receive an event voucher.• Confirm your cancellation in writing (email or letter) at least ten working days prior

to the event to be considered for a refund (minus a $300+GST service charge per registrant). Regrettably, no refunds can be made for cancellations received after this date.

GST No. 66-938-654

WOULD YOU LIKE TO BRING YOUR TEAM?Competitive group booking options are available.

Contact the team on 09 912 3616 for more information.

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THE AGILE AND ADEPTCONFERENCE