program - institute of public accountants...tourism operators. sky accountants won the 2015 award...

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PROGRAM 2016 NSW & ACT CONFERENCE

THURSDAY 1 – FRIDAY 2 DECEMBERPULLMAN SYDNEY HYDE PARK

BUILDING THE 21ST CENTURY ACCOUNTANTClaim up to 16.5 CPD hours

publicaccountants.org.au/nswactconference2016

IPA NSW/ACT Conference 2016 Thursday 1 – Friday 2 December

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General InformationLocation & VenuePullman Sydney Hyde Park, 36 College St, Sydney NSW

This year’s Conference will be held at the luxurious 5-star Pullman Sydney Hyde Park. Situated opposite iconic Hyde Park, the hotel features contemporary accommodation, unique amenities and an absolutely perfect location in the centre of the arts, retail and business precincts.

TransportThis upscale business hotel is a nine minute walk from the Town Hall train station, and four minute walk from the Museum railway station.

AccommodationThe Pullman Sydney Hyde Park hotel rooms are immaculately designed with rich, sophisticated tones, and is among the largest in the CBD, ranging in size from 32 square metres to 54 square metres. All their accommodation features exquisite views of East Sydney, Hyde Park, or the CBD. If you would like to stay on-site, please call the reservations team directly on:

(02) 9361 8400 and quote the promotional code, INS011216, to receive 15% off the best available rate.

Accommodation bookings and payments are the responsibility of delegates.


The Program as set out below is considered final. However, IPA reserves the right to make any late changes that are necessary or deemed desirable. Delegates will be notified of any material changes in advance wherever possible.

Program

DAY 1 — Thursday 1 December 20168:30am — 8:45am Welcome from MC Petris Lapis8:45am — 9:15am Welcome Address from IPA CEO, Andrew Conway9:15am — 10:00am Presentation 1 – Plenary

Times of Change – ASIC Update for The Accounting ProfessionJohn Price, Commissioner, ASIC

10:00am — 10:25am Morning Tea10:30am — 11:30am Presentation 2 — Concurrent Sessions

2A Tax UpdatePeter Adams, FIPA FFA, Director, Legiscript Services

2B Pricing Strategies for Your Business:Getting the Price Right for your Advice (a win for you and a win for your client)Tracey Besters CEO, SMSF Design

11:30am — 11:45am Interlude11:45am — 12:45am Presentation 3 – Plenary

Panel: The future of the Accounting Profession: Where are we headed?Learn how to safeguard and enhance your practice performance into 2017

• Jamie Johns, FIPA FFA, CEO, Sky Accountants • Judy Reynolds, Founder and CEO, Opening Gates • Edward Chan, Co Founder and Non-Executive Chairman, Chan & Naylor • Moderator – Andrew Conway, FIPA FFA, CEO, Institute of Public Accountants

12:45pm — 1:40pm Lunch1:45pm — 2:45pm Presentation 4 – Concurrent Sessions

4A Avoiding Personal Penalties for Accessorial Liability: What every HR manager, accountant, bookkeeper and business advisor should know!David Bates, Managing Director, Workforce Guardian

4B Taking a Reconnaissance into the Future of Accounting — Re-imagining the Client RelationshipJudy Reynolds, Founder and CEO, Opening Gates

2:45pm — 3:00pm Interlude3:00 — 3:50pm Presentation 5 – Concurrent Sessions

5A Franchising: A honey pot in a bear trap?Dr Jenny Buchan, Deputy Chair UNSW Human Research Ethics Committee, UNSW Australia

5B Helping small businesses get ahead of the game.Mr Richard Weksler, A/g General Manager Consumer & Small Business Strategies, ACCC

3:50pm — 4:10pm Afternoon Tea4:15pm — 5:00pm Presentation 6 – Keynote

Differentiate or Disappear: How to thrive in the midst of disruptionAmanda Falconer, Director, Talking Brand

5:30pm — 7:15pm Wine Tasting7:30pm — 10:00pm Official Dinner and end of year member networking 10:00pm Close

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DAY 2 — Friday 2 December 20168:30am — 8:45am Welcome from MC Petris Lapis and Recap of Day One8:45am — 9:45am Presentation 7 – Plenary (Keynote)

Futureproofing your Accounting practice – Blending Advisory Services with Your Compliance PracticePeter Knight, Business and Franchise Accountant, Knight Partners

9:45am — 10:45am Presentation 8 - Plenary Economic Update – Is quantitative easing a waste of time?David Pobucky, Economic and Strategy Analyst, IOOF

10:45am — 11:10am Morning Tea11:15am — 12:15am Presentation 9 – Concurrent Sessions

9A Making a difference – the evolving role of the Inspector – General Taxation (IGT)Ali Noroozi, Inspector General of Taxation, Australian Government

9B Division 7A – Status Quo and where to from here?Peter Adams, FIPA FFA, Director, Legiscript Services

12:15pm — 1:10pm Lunch1:15pm — 2:15pm Presentation 10 — Concurrent Sessions

10A Disruption is not fair, but what are your choices as a 21st Century finance professional?Andrew Broadbent, Principal/Director, Smarter Numbers Pty Ltd

10B Outsourcing 2020: To infinity and Beyond! Robin Carter, CEO, Add Capacity

2:15pm — 3:15pm Presentation 11 — Concurrent Sessions

11A Insolvency Trends - Case Study of a 21st Century Specialist PracticeAaron Lucan, Partner, Worrells

11B Disrupting the SME Lending market Aris Allegos, Co-founder and CEO, Moula

3:15pm — 3:40pm Afternoon Tea

3:45pm — 4:30pm Presentation 12 – Plenary (Keynote)The Keys To More Flexible Approaches To Problem Solving And Decision MakingPetris Lapis, FIPA FFA, Director, Petris Lapis Pty Ltd

4:30pm Close

Stay up to date with the Congress developments by visiting publicaccountants.org.au/nswactconference2016


Andrew Conway FIPA FFA, CEO, Institute of Public AccountantsA former Australian Government Treasury Ministry Chief of Staff,

Andrew holds the record of being the youngest CEO of a public entity, when in 2009 he was 28 at the time of his appointment. Andrew has represented Australia at a range of International events including APEC, G20 and World Trade Organisation. Andrew was awarded the 2011 Young Professional of the Year award, appointed an adjunct Professor of Accounting at Shanghai University of Finance and Economics was appointed by the Victorian Governor as a Director of Eastern Health and in 2001 and was awarded the Centenary of Federation Medal through the Order of Australia. Andrew’s academic background and qualifications are in Commerce, education and commercial law.In November 2014, Andrew was announced as one of the AFR Boss Magazine’s Young Executives of the Year. The award process is an intensive one – Andrew underwent a thorough nomination process including forms, panel interview and a comprehensive leadership simulation, which gave him the chance to have his approach to life and career assessed externally and use it as a development opportunity. This award cements Andrew’s position as one of Australia’s leading and most promising CEOs.

Jenny Buchan Deputy Chair UNSW Human Research Ethics Committee, UNSW AustraliaDr Jenny Buchan (LLB, LLM, PhD) is an Associate Professor in the School of

Taxation and Business Law at UNSW Australia. Prior to becoming an academic Jenny worked for 19 years as a commercial lawyer in private practice in New Zealand and Australia. Jenny is the author of the book Franchisees as Consumers: Benchmarks, Perspectives and Consequences (Springer, 2013) and of articles on a wide range of franchise law issues. She is a member of the Australian Competition and Consumer Commission’s Small Business and Franchising Consultative Committee, the Law

Society of NSW, the International Society of Franchising and ARITA. Jenny teaches franchise law, international franchise law and contract law. In 2016 she hosted the world’s first MOOC on International Franchise Law, an on-line education program that reached learners in 98 countries.

Aris Allegos Co-founder and CEO, Moula Aris co-founded Moula to provide a fast and friendly way to give small businesses access to capital. Aris spent

over 15 years working in banking, and prior to that experienced the challenges faced by small business first-hand within his family business. Aris has an MBA from London Business School and a Bachelor of Commerce and Bachelor of Law from Monash University.

John Price Commissioner, Australian Securities and Investment Commission (ASIC)John Price commenced as an ASIC Commissioner on 21 March 2012.

He has over 15 years regulatory experience in a variety of regulatory roles at ASIC relating to policy making, fundraising, mergers and acquisitions, financial services and products, licensing, insolvency and financial reporting and audit. John was previously a member of CAMAC, an advisory body to Government on corporate and markets issues and also the Financial Reporting Council, a body providing broad oversight of various accounting and audit-related issues in Australia. John is a current member of the Council of Financial Regulators, the coordinating body for Australia’s main financial regulatory agencies. Prior to joining ASIC, John worked in the Goal Coast and Brisbane offices of Corrs Chambers Westgarth, a national firm.

Richard Weksler A/g General Manager Consumer & Small Business Strategies Australian Competition & Consumer CommissionRichard heads the ACCC’s Small

Business & Industry Codes team, which develops guidance for businesses on competition and consumer laws, assesses small business complaints and audits businesses for compliance with industry codes.

Presenters’ profiles

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Peter Adams FIPA FFA, Director, Legiscript ServicesPeter has been a long-time favourite with IPA audiences across all Divisions. Peter has more than 20 years’

experience as a tax professional. He has worked in senior tax roles in both the profession and commerce having started his career with KPMG and PwC before moving on to become head of tax for BNP-Paribas (Australia and New Zealand) and subsequently Chase Manhattan-Ord Minnett. Peter has also worked as a senior tax writer with CCH Australia. Throughout his career Peter has always had an Interest in tax training and was a senior tax trainer with initially the Institute of Chartered Accountants and then WebbMartin and Kapln where he conducted tax seminars for professional accountants throughout Australia. He is now one of the most-respected and sought after Presenters on the IPA‘s CPE calendar across all Divisions.

Ali Noroozi Inspector General of Taxation Ali Noroozi was appointed as the Inspector General of Taxation for an initial term of five years on 6 November

2008. In 2013 he was re-appointed to the role for a further term of five years. He holds degrees in Engineering and Law, including a Masters of Law specialising in Taxation. Prior to his appointment as the IGT, Ali had gained more than 15 years of experience working in taxation, including working at leading international accounting and law firms in Australia and the United Kingdom. The IGT will outline how he seeks to improve tax administration through his twin roles of: complaint handling; conduct of broader reviews.

Jamie Johns FIPA FFA, CEO, Sky AccountantsJamie is the CEO of Sky Accountants, a boutique firm with 14 staff, 12 based in Ballarat and 2 full time

Accountants in the Philippines. Sky Accountants have recently been recognised as one of the top 60 firms world-wide in the book “The World’s Most Inspiring Accountants”, by UK journalist Steve Pipe. The practice’s speciality is working with clients in the hospitality & tourism industries which includes

providing Virtual CFO services to gaming venues, clubs, pubs, bars, cafes, lounges, resorts, motels, restaurants, hospitality franchisees and all types of tourism operators. Sky Accountants won the 2015 award for the most innovative accounting firm in 2015 from Panalitix and were a finalist for the accountantsdaily award for the most innovative accounting practice in Australia. Jamie will show how any sole practitioner or partner can transform their organisation to a modern, commercial enterprise that works profitably without their constant presence. He will demonstrate how to slowly withdraw from your business, noting the key challenges and how to overcome them.

Petris Lapis FIPA FFA, Director, Petris Lapis Pty LtdAs a Presenter on the IPA circuit for over a decade, Petris needs no introduction, particularly to a Tasmanian audience

who have embraced her as ‘their own’ since 2010. Enigmatically engaging, always with two feet on the ground, albeit looking at the stars, Petris knows how to reinvent herself, at the same time energising all those who come into contact with her. She is truly a jewel in IPA’s crown.

Edward Chan Co-founder & Non-Executive Chairman, Chan & NaylorA graduate from the University of Technology (Sydney) with a Degree

in Business (Accounting Major) and worked in the Chartered Accounting environment for many years before starting Chan & Naylor from a small home office and growing it into a National Financial Services Organisation with offices in most major Capital cities around Australia that services more than 36,000 clients in the Group.He is a regular contributor to many magazines and publications around Australia and his articles are widely read. Ed also speaks at many Business Seminars around Australia in Best Practice Methodologies on how to build successful businesses.Amongst the many organisations he has spoken at, Ed has presented at the Institute of Chartered Accountants, Institute of Public Accountants and Australian Society of CPA’s as well as a Key Note


Speaker at the annual National Congress of the Australian Taxation Office in Canberra. Ed also sits on various Steering Committees at a Higher Educational level in helping shape the educational outcomes of students.

Judy Reynolds Founder and CEO, Opening GatesJudy Reynolds is a highly sought-after speaker with over 25 years’ experience as a highly regarded consultant to

businesses from a diverse range of industry sectors. Her very successful clients have embraced Judy’s advice and support to take their businesses, their wealth and their lifestyles to new levels.Judy founded her consulting firm after selling her award-winning accounting and financial planning business. The impetus behind this new chapter was to enable her to more effectively work on her passion – Judy believes that you do not have to lose in life to win in business. She knows that it is possible to design a really powerful business that enables the owners to live the lives to which they aspire. She is a chartered accountant, a member of the Institute of Chartered Accountants, a member of the Australian Institute of Company Directors and holds a Bachelor of Business Degree (with Distinction).

Peter Knight Business & Franchise Accountant, Knight PartnersPeter runs his practice Knight Partners, where he looks after a broad range

of clients and their investment and taxation requirements. Peter is a Former President of CPA Australia (NSW) and is former chairman of the National Board of Public Practice, and he also served on the NSW Public Practice Committee. In an interesting twist, Peter also helps other accountants run their own practices better. He coaches other accountants in practice and runs workshops for clients with a focus on business advisory skills and profit improvement. He was recently the guest lecturer in Shanghai at the Symposium of Chinese Accountants, speaking on practice growth, development and branding. He has also spoken in the USA, Malaysia, New Zealand, Vietnam, Cambodia and Singapore

on business improvement and customer service. Peter was a Contributing Author to the Practice Management Manual published by the International Federation of Accountants, and has recently been involved in its revision. He has been a lecturer and tutor in Advanced Financial Accounting at Macquarie University and is a regular speaker at Conferences, presenting widely throughout Australia and overseas. He is also a National Judge for the prestigious Small Business Awards, and also a judge for the State level awards.

Aaron Lucan Partner, Worrells Aaron joined Worrells Sydney in January 2006 and became a partner of the firm in July 2013. Aaron has

over 13 years’ experience in all forms of corporate and personal insolvency administrations. In addition to servicing clients and referrers in Sydney and surrounding areas, Aaron manages Worrells’ Central West NSW practice. Aaron is an accomplished speaker. He presents more than 20 times a year at conferences and seminars throughout NSW and in the major capital cities around the country. His audiences include accountants, solicitors, bankers, mid-tier financiers and government agencies. He also conducts in house training sessions on insolvency related topics for professional services firms and government agencies.

Amanda Falconer Director, Talking Brand Amanda’s background spans both small and big business. She began in film publicity, founded a clothing

business during her 20s, and spent 12 years in senior corporate marketing roles. She was the ANZ Marketing Manager for CSR divisions PGH and Hebel, the Group Marketing Manager for The Allam Group and the National Marketing Manager for James Hardie. She also led acquisition bid teams and developed new business opportunities in CSR’s corporate strategy department. Now, she is a management consultant and brand strategy specialist who helps Australian businesses differentiate and prosper. She works with some of Australia’s largest industrial products businesses as

Presenters’ profiles

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well as advising professional services firms and other companies.Amanda is also the author of the 2015 Digital Strategy Benchmark Report for the top 100 accounting firms, and the editor of custom publishing pieces including The Heartonomics Report, about employee engagement and loyalty economics; The Flexibility Report, on workplace flexibility, and Streetwise Apartments, thinking beyond the building, about urban design in the infill setting. Amanda has a Masters of Management from Macquarie University, a Certificate IV in Training and Assessment from RMIT, is a certified Net Promoter System associate, a certified SEO Toolset Analyst, and is certified in Value Proposition Development and Email Messaging and in Hubspot Inbound Fundamentals.

David Pobucky Economic and Strategy Analyst, IOOFDavid is the Economic and Strategy Analyst at IOOF. In this role he is responsible for economic research and

its impact on financial markets, providing cross-asset analysis, and recommendations for developed and emerging markets.David was previously at UBS Investment Bank working within the Wealth Management business. David was responsible for running capital market offers, as well as domestic and international corporate actions across all asset classes.Prior to UBS Investment Bank, David worked as an Accountant supporting high net worth clients, private equity and corporates representing small to medium size companies.David holds a Bachelor of Business and a Bachelor of Science in Information Technology from the University of Technology Sydney.

Robin Carter CEO, Add Capacity Qualified Accountant and Fellow of CPA Australia. After 20 years spent working in large public and private

organisations in both Australia and the UK, I decided I wanted to make more of a personal difference, and a colleague’s bad experience with a ‘market leading’ outsource supplier was the inspiration to starting my own outsourcing

business for accountants. I am passionate about the difference that accountants can make by applying their financial acumen and insights to the SME market, and believe there is a huge opportunity for public practice accountants to add more value to their clients, if they can free their time up from compliance activities. I am a firm believer that outsourcing is not about cutting costs, it needs to be a value-enhancing activity.

David Bates Managing Director, Workforce Guardian David is the Managing Director of Workforce Guardian, Australia’s

leading employment relations service for employers. David is proud to lead a team providing a wide range of strategic, practical and plain-English employment relations advice and support to Australian business owners and operators.David routinely represents employers in Fair Work-related proceedings and can assist with all aspects of employment relations compliance. David is also an accomplished and highly sought-after public speaker who facilitates dynamic, informative, and highly interactive workshops on all aspects of workplace relations best-practice.He is also the “Switzer” program’s Workforce expert, and can be regularly seen on the Sky News Business channel.

Andrew Broadbent Principal/Director, Smarter Numbers Pty LtdAndrew is passionate about the intersection of finance and technology in his public practice, Smarter Numbers Pty Ltd.Andrew has significant and diverse experience, with over 30 years across industry, banking and public practice, enabling him to provide scalable integrated solutions to his diverse client base.When it comes to optimising business, Andrew believes that there are no bad decisions, just simply ill-informed ones, so he works to enable and empower his clients to be smarter, so they can better understand and manage their true financial position and associated risks.


2016 NSW & ACT CONFERENCE REGISTRATION FORM & TAX INVOICE

1-2 DECEMBER 2016 Registration closes 5pm, Friday 25 November 2016.

STEP 1 – PLEASE PROVIDE YOUR CONTACT INFORMATION

IPA member ID Non Member Please contact me about the Special Non-Member Offer

Mr Mrs Miss Ms Other, please state Postnom AIPA MIPA FIPA

First Name Surname

Organisation

Postal Address

Suburb/Town/City State Postcode

Telephone Mobile

Email

Delegate Preferred Name for Badge (e.g. Bob Smith)

Special Requirements (disability, dietary or otherwise)

How did you hear about the 2016 NSW & ACT Conference? IPA Email IPA Webpage IPA Event Colleague

Social Media Other

STEP 2 – PLEASE SELECT YOUR DELEGATE PACKAGE

EARLY BIRD(Register & Pay before

14 October 2016)

REGULAR(Register & Pay from 19 November

and 25 November 2016)

Premium PackageFor those wanting to attend the two day education program and the social program.

$1099 Member $1259 Non-Member


Basic PackageFor those wanting to attend the education program only.



ABN 81 004 130 643

STEP 3 – OPTIONAL EXTRAS

Additional Social Tickets (These are ideal for spouses, guests, colleagues or basic delegate packages)

Wine Testing and Official DinnerThurs 1 Dec5.30 – 10.00pm

$150 each

Qty Name/s:

Dietary Requirements:

Notes Please select how you would prefer to recieve your notes

Hard Copy Notes $60

Email FREE

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2016 NSW & ACT CONFERENCE REGISTRATION FORM & TAX INVOICE

STEP 4 - PAYMENT

All amounts in this brochure are inclusive of GST. This form becomes a Tax Invoice upon payment. Please keep a copy for your records.

Delegate Package $

Additional Social Tickets $

Less Deposit (Applies to those that have previously paid a deposit) -$150

TOTAL PAYMENT (incl. GST) $

I have read the cancellation terms and conditions.

PAYMENT DETAILS

I have enclosed a cheque/money order payable to ‘Institute of Public Accountants’

Please charge my Amex Mastercard Visa

Card number Expiry date

Cardholder Name

Signature Date / /

Don’t have an electronic signature? Simply print off the form to to add your signature

STEP 5 – SUBMIT FORM

Return this registration form to NSW & ACT Division, Institute of Public Accountants Post: Locked Bag A6090, Sydney South NSW 1235 Fax: 02 9251 5201 Email: [email protected] If you have any queries please call us on 02 8262 6000.Booking Deadline & ConfirmationA confirmation email will be sent to you within 48 hours of the IPA receiving your registration. Please notify the IPA by phone or email if you do not receive a confirmation email within this timeframe. Conference registrations will close on 25 November 2016 unless sold out prior. Any registrations received after this date will be subject to availability. You will be required to hand in a copy of your confirmation upon registration at the event.Conditions of RegistrationIPA reserves the right to alter a program or specific presenter without notice, however, the program is intended to run as advertised. The IPA also reserves the right to refuse attendance should payment not be paid in full prior to the event.Photography & Filming ConsentYou consent to filming, sound recording and photography of the event as an attendee and consent to the use by IPA of any such recording or photography anywhere in the world for promotional and other purposes. Delegates who do not wish to be filmed or recorded should advise IPA staff at the registration desk or by emailing [email protected] Statement and Cancellation PolicyThe Institute of Public Accountants (IPA) acknowledges the importance of privacy and of safeguarding personal information. Any personal details provided to IPA will be protected in line with National Privacy Policy principles and the laws and regulations regarding such matters, as are applicable in Australia.Cancellations up until 5pm, 23 September 2016 will be entitled to a full refund of any deposit and registration fees paid. All cancellations received in writing prior to 5pm, 24 October 2016 will be refunded less an AUD$150 administrative fee. No refunds will be provided from 25 October 2016. You may substitute a delegate in your place up until 25 November 2016. Failing that you will be entitled to receive the electronic course notes. All replacements and cancellations must be made in writing to [email protected] note the IPA will not be held liable for any accommodation or associated travel costs should the event be cancelled or rescheduled. It is strongly recommended that delegates obtain sufficient travel insurance for this purpose.

IPA NSW/ACT Conference 2016 Thursday 1 – Friday 2 December publicaccountants.org.au/

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