Program

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Day one

Wednesday 12 June

Morning
8.30am - 9.00am
Registration and arrival refreshments
9.00am - 9.15am
Opening remarks and welcome
9.15am - 10.00am
KN1: Turning data into stories and success

Join Paul as he discusses how the power of data storytelling and data visualisation are increasingly critical to business success.

Today's information and data landscape is more complex and rich with potential than at any time before. While the ability to capture, manage and analyse this wealth of information is critical, you can have the greatest insight in the world, but without the ability to effectively share that insight with others, it may ultimately have little value.

Increasingly, companies are recognising that the skills of data storytelling and data visualisation are as crucial as statistical analysis and data analytics. Building a data visualisation vocabulary is essential to begin your data visualisation journey. During this entertaining and informative session, you will explore real-world demos and data storytelling techniques that will be essential to your career as a finance professional and in continuing your journey into the new data-driven world.

Speaker
  • Paul Hodge
    Data visualisation evangelist and university lecturer

    Paul has a passion for exploring the intersection between data, design, and storytelling. By lifting our potential to engage, inform, and leverage design principles, Paul believes that we all have the ability to inspire people and sharing our insights in ways that can improve the world and make it a more interesting place to live in. Leveraging his entrepreneurial spirit and drawing on a blend of business acumen and deep technical experience, Paul continues to work closely with C-level executives, while bringing together business, technical and analytic teams to improve their productivity and achieve outstanding business outcomes. A true global citizen, Paul also has a world of experience having lived and worked in the US, Japan, Hong Kong, India, Europe, and his native Australia.

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10.00am - 10.30am
Morning tea and networking break
Concurrent sessions
10.30am - 12.30pm
SB1: Your role in creating an agile culture – why do it and how

There is an increasing pace of disruption to organisations. Rapid changes in competition, technology and regulations have made it more important than ever for organisations to be able to respond and adapt quickly. Organisations that are set up to behave in a responsive and agile way are best placed to succeed in today’s world.

Join Veronica in this interactive and experiential session as she discusses:

• the agile organisation – what works, what doesn’t, and why and how to adopt it
• practical applications of where you can influence agility and apply its principles and practices to how you think, work and collaborate.

Speaker
  • Veronica Holmes
    Director, Consulting, Deloitte Australia

    Veronica is a Director in Deloitte Consulting’s Human Capital practice. She has strong experience in leading transformational change programs and linking corporate strategy with its workforce in both the UK and Australia. Veronica has worked for Deloitte for 15 years in the Sydney, Perth and London offices.

    Veronica is fascinated by – and experienced in – helping her clients move to an adaptable organisation model. The adaptable organisation is a fundamental shift in operating and management philosophy, that enables large-scale organisations to operate with a start-up mindset and drive modern people practices that enable enterprise agility through empowered networks of teams. Working for an adaptable organisation is not only more engaging and more empowering, it makes a difference. Purpose-driven organisations have 30 percent higher levels of innovation, 40 percent higher levels of retention and tend to be first or second in their market segment.

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10.30am - 12.30pm
SB2: Accounting standards update
In this session the presenter will provide practical tips and discuss:

• how the three major standards – revenue, leases and financial instruments – will affect you
• the transition to the new standard AASB 15
• what to look out for when applying the new revenue standard
• how the changes to lease accounting will affect you
• the effects of the new requirements in the not-for-profit sector.
Speaker
  • Ralph Martin
    National Technical Director, RSM Australia Ralph is the National Technical Director of RSM in Australia. He has more than 18 years’ experience in accounting and auditing and is an expert on financial reporting and auditing standards.

    Ralph’s previous experience includes client facing audit roles and working as an accounting technical specialist. Ralph has worked in the UK, Sydney, Perth and New Zealand.
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10.30am - 12.30pm
SB3: The essentials of data visualisation and data storytelling

To be successful in today’s business environment you not only need to able to discover and understand new insights, but to communicate those insights effectively.

Continue your journey into the world of data visualisation and data storytelling with this engaging and educational session.

This session is designed to help build an understanding on how to effectively leverage techniques of engagement, information presentation, and design thinking, to establish effective data visualisation.

You will develop skills that will help improve your effectiveness in communicating information and insights with colleagues, peers, and the world.

Speaker
  • Paul Hodge
    Data visualisation evangelist and university lecturer

    Paul has a passion for exploring the intersection between data, design, and storytelling. By lifting our potential to engage, inform, and leverage design principles, Paul believes that we all have the ability to inspire people and sharing our insights in ways that can improve the world and make it a more interesting place to live in. Leveraging his entrepreneurial spirit and drawing on a blend of business acumen and deep technical experience, Paul continues to work closely with C-level executives, while bringing together business, technical and analytic teams to improve their productivity and achieve outstanding business outcomes. A true global citizen, Paul also has a world of experience having lived and worked in the US, Japan, Hong Kong, India, Europe, and his native Australia.

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Afternoon
12.30pm - 1.15pm
Lunch and networking break
Concurrent sessions
1.15pm - 3.15pm
SB4: How to write effective public-sector business cases

In this interactive and practical workshop, learn the difference between building a business case as a formal and complex document versus decision documents for executives and boards.

We will explore how you can better define the purpose and value proposition, as well as making sure the essential elements are precise and well considered.

Learn how to build a strong multi-faceted business case that better examines the strategic, economic and project management issues that takes into consideration what decision-makers want to see.

Speaker
  • Chas Savage
    Chief Executive Officer, Ethos CSR

    Chas specialises in corporate communications, policy and regulation, creating more effective leaders, managers, teams and organisations. He has developed and delivered training programs for public service organisations and professionals, and coached senior executives, ministers and an Australian of the Year.

    Chas has designed, developed and delivered writing workshops for private and public sector agencies. He equips professionals with skills and tools that enable them to operate more effectively. The result is more efficient teams, reduced operational risk and better outcomes for organisations.

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1.15pm - 3.15pm
SB5: Excel: Working with multiple criteria

In this session we'll take a look at formulae and functions you can use to look up and summarise data that meets several criteria.

We'll explore techniques to write conditions with AND and OR logic, write robust lookup formulas that survive data changes, and tame long and unwieldy formulas where possible.

Finally, we'll take a short peek at techniques that help avoid lookup formulas altogether.

You will learn how to work with multiple criteria with regard to:
• the LOOKUP family of functions
• the differences between SUMPRODUCT, SUMIF, SUMIFS
• working with data on different sheets
• how it affects Power Pivot / Power Query.

Delegates will be required to bring their laptop for this session.

Speaker
  • Liam Bastick
    Director, SumProduct

    Liam runs boutique consulting firm SumProduct and is one of only 104 people in the world recognised as a Microsoft Excel MVP, awarded by Microsoft.

    A professional mathematician, he has experience heading several modelling teams worldwide and has worked globally with many internationally recognised clients.

    Liam is the author of An Introduction to Financial Modelling.

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1.15pm - 3.15pm
SB6: Business partnering in action
Business success is reliant on the finance team being a trusted business partner and advisor, through the provision of high-quality insight and advice. With technology now able to fulfil many basic accounting functions, finance teams have a perfect opportunity to focus more acutely on value-creating activities.

Join Danette as she discusses:

• the importance of finance business partnering
• value proposition of a finance business partner
• taking a strategic approach to adding value
• adopting a change in mindset from traditional perspectives
• developing a new range of competencies and skills.
Speaker
  • Danette Fenton-Menzies CPA
    Director of Learning, Magical Learning Danette is a CPA and Chartered Accountant, a certified coach, holds a Bachelor of Economics, MBA and Certificate IV in Workplace Training and Assessment, is a graduate of the Sydney Leadership program and was a finalist in the ACT Telstra Business Women’s Award (Westpac Group Business Owner).Danette’s career has included working for several of the Big 4 accounting firms as well as the Department of Finance, AusAID and the National Transmission Agency, and as Financial Controller for National Australia Ltd. /-/media/corporate/allimages/speakers/cpa-week-2018/danette-fenton-menzies.jpg?h=180&w=180&rev=57e72f839fb7436a81e895670c5fedf0
3.15pm - 3.45pm
Afternoon tea and networking break
3.45pm - 4.45pm
KN2: Staying relevant in an ever-changing finance world

Rapidly advancing technologies, the infinite possibilities of big data and new business models are changing how we do business. Many roles within the finance function are vulnerable to automation, however this also brings with it an exciting opportunity for accountants to broaden their skills.

Join colleagues to discuss how accountants can best position themselves to thrive in this new world, drawing on personal experiences and offering practical tips.

• What will the finance team of the future look like and what role will an accountant play within this?
• What new skills will I need?
• What new job roles and career pathways will be created and how do I take advantage of these new opportunities?
• How do I manage change and be adaptable?

Speakers
  • Shelley Cable ASA
    Senior Consultant, PwC's Indigenous Consulting

    Shelley is a Wilman-Nyoongar woman from Perth, passionate about financial literacy and inclusion, particularly among young people, women, and Indigenous Australians.

    Shelley believes that accountants – especially young accountants – can change the world. In 2017, Shelley put this to the test when she presented to the United Nations (UN) on the role of financial literacy in protecting human rights, and ultimately had her recommendations officially endorsed by the UN.

    For her leadership and advocacy work, Shelley has been named:

    • Curtin University’s Young Alumna of the year
    • winner of the WA Young Achiever Award (leadership category)
    • finalist in the Western Australian of the Year Awards, in both 2017 and 2018.

    Shelley is a member of the Murdoch University Advisory Board, Chair of the CPA Australia Young Professionals Committee in Canberra, and is in her final semester of the CPA Program.

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  • Professor Philip Hancock FCPA
    Professor of Accounting and Associate Dean, University of WA

    Philip joined the University of Western Australia Business School in January 2002, from Murdoch University where he was Associate Professor of Accounting. Philip has extensive experience in accounting education, the regulation of corporate financial reporting, international accounting, and management in both the educational and private sectors.

    Philip has received more than one million dollars in research grants, has published more than 40 articles in leading accounting journals and a number of chapters in books, and has presented papers at national and international conferences. He is the co-author of one of the biggest selling MBA accounting text books in Australia.

    In 2013, Philip received an award for outstanding contribution to accounting and finance education in Australia from the Accounting and Finance Association of Australia and New Zealand.

    Philip completed a Bachelor of Commerce with Honours and a Master of Commerce by thesis at the University of Western Australia.

    Philip is a Fellow of CPA Australia, Chartered Accountants Australia and New Zealand, and the Accounting and Finance Association of Australia and New Zealand. He was President of the Western Australian Division of CPA Australia in 2017.

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  • Tyler Wise
    Director, Wise Accounting

    Tyler is the founder and director of Wise Accounting Pty Ltd, a firm established in 2011 using digital advancements as its competitive edge and foundation. Since its inception, Tyler has been referenced for his practice’s use of technology in the accounting industry in multiple publications, and attended national speaking engagements for CCH, Wolters Kluwer, Practice Ignition, Receipt Bank, all industry software developers; in addition to prior CPA Australia and university speaking engagements. Tyler and his practice are consistent beta testers of technological advancements within the industry.

    Wise Accounting took out Accounting Firm of the Year for Western Australia in the 2018 SMSF Adviser Awards and personally, Tyler was a finalist in the 2018 national Australian Accounting Awards for Partner of the Year, Innovator of the Year and Thought Leader of the Year. At the 2017 state accounting awards, Tyler took out the “Senior Manager of the Year” Award.

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  • Mark Narustrang CPA
    Principal Consultant and Director, Pivotal Point Mark Narustrang CPA is the Principal Consultant for Pivotal Point Strategic Directions and works with boards and executive across a range of industries to create long term value.

    Mark started consulting in 2015 after a long career in large corporates such as BankWest and Landgate, with his most recent role as Group Strategy and Innovation Manager at Australia’s largest agribusiness, CBH Group.

    Mark’s career has been anything but linear and has danced from traditional finance roles such as audit through to risk management, policy, business development, innovation and strategy. The one constant throughout being the ability to analyse and interpret data to inform significant decisions.

    Mark is currently on the board of Grain Industry of WA (GIWA), serving on the WA Divisional Council for CPA Australia, and is a TEC speaker. Mark is a Graduate of AICD and a fellow of FINSIA.
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4.45pm - 5.45pm
Networking drinks

Day two

Thursday 13 June

Morning
8.30am - 9.00am
Registration and arrival refreshments
9.00am - 9.45am
KN3: Economic update: The year ahead

Join Alan for an in-depth look at the current and future direction of the Western Australian economy. This session will provide a deeper insight into how the policy climate is driving economic policy and the most likely outlook for the year ahead.

Speaker
  • Professor Alan Duncan
    Director, Bankwest Curtin Economic Centre

    Professor Alan Duncan is Director of the Bankwest Curtin Economics Centre and Bankwest Professor of Economic Policy at Curtin University.

    Prior to taking up this position in 2012, Alan was Director of the National Centre for Social and Economic Modelling (NATSEM) at the University of Canberra.

    He was previously a Professor of Economics and Head of School at Nottingham School of Economics, University of Nottingham and has also held positions at the University of York and the Institute for Fiscal Studies (IFS).

    Alan has published widely in academic and policy outlets of the highest international reputation, and was awarded the prestigious Frisch Medal of the Econometric Society in 2000 for a paper published in the world-leading journal, Econometrica. His broad range of research interests include: public policy; education, training and childcare; labour market participation; gender equity; and inequality and wellbeing.

    Alan completed a DPhil in Economics at the University of York. He has served on senior advisory panels and boards for government and public sector organisations and has given evidence at Federal Senate Committee hearings.

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9.45am - 10.15am
Morning tea and networking break
Concurrent sessions
10.15am - 12.15pm
SB7: Understanding group dynamics and adapting your working style

We’ve all heard about the generational divide. Does this exist and what are the implications for your team?

In this practical workshop Clare will explore the requirements of today’s leaders to operate and collaborate in our current ‘era of respect’, in order to develop an engaged and productive team. It will include a practical understanding of group dynamics and how communication can be modified to get the best from people.

By the end of this workshop, you will:

• develop a working knowledge of group dynamics and implications for communication. 
• understand how a changing social environment influences the expectations and demands of the workplace
• grasp how different personalities perceive challenges and make decisions and the implications for leadership
• develop key skills to manage and motivate people in today’s modern workforce.

Speaker
  • Clare Mann
    Organisational Psychologist and Managing Director, Communicate 31

    Clare is an organisational psychologist, best-selling author and communications trainer with extensive international experience.

    Her main focus has been on communication, ethical leadership, executive coaching and organisational development. She regularly appears on television and in the media and is the Editor in Chief of digital business magazine, Ethical Futures, which champions ethical businesses that are profitable and successful.

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10.15am - 12.15pm
SB8: Excel: Strategic forecasting and budgeting tips – session full
10.15am - 12.15pm
SB9: Practically applying risk management principles, a framework and p…

Join Mark as he provides practical tips, tools and techniques on how to correctly establish and embed risk management principles, a framework and processes for your organisation.

This session will explore:

• the effective planning, implementation and maintenance of a contemporary risk management framework
• successfully embedding risk management into the everyday planning and decision-making processes
• identifying and influencing risk culture in a positive way.
Speaker
  • Mark Humphreys
    Partner, Riskwest

    Mark Humphreys has more than 22 years of experience encompassing logic mapping; strategic, operational and project risk; and liability and insurable risk with blue chip companies in the UK and across the Australian private and public sectors.

    Mark holds two Master of science degrees, one in insurance and risk management, and one in civil emergency management, majoring in risk and business continuity management.

    Mark is Founding Partner and Director of Riskwest, and is:

    • a Certified Practicing Risk Manager with the Risk Management Institution of Australasia
    • a Certified Insurance Professional and fellow of the Australian and New Zealand Institute of Insurance and Finance
    • a chartered member of the Institution of Occupational Safety and Health
    • a member and approved instructor for the Business Continuity Institute
    • a member and graduate of the Australian Institute of Company Directors
    • an appointed government gateway project reviewer for high value/high risk projects in multiple jurisdictions.

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Afternoon
12.15pm - 1.00pm
Lunch and networking break
Concurrent sessions
1.00pm - 3.00pm
SB10: What you need to know about financial reporting
Financial reporting has long been viewed as the main form of communication with investors, however emerging technologies and business models have brought this into question.

Join the presenter as they provide their insights on the future of financial reporting.
Speaker
  • James Gordon
    Senior Manager – Controller, Treasury, Commercial and Legacy Management James is a Senior Manager Finance at Rio Tinto, where he has held a variety of roles across finance, planning and analysis over the last fifteen years.

    James has worked in roles within the group reporting team at the London head office, in Australia and in Mongolia with responsibility for operations across the globe. James is currently the Controller for the Group’s Treasury, Commercial and Legacy managed operations. This is a broad role with responsibility for financial advisory, financial control, performance and external reporting. Throughout his time at Rio Tinto, James has seen how financial reporting has evolved within our business, but the pace of this change is accelerating with the focus of shareholders moving away from pure financial performance to the overall contribution that we make to society.
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1.00pm - 3.00pm
SB11: Essential tax update

With a federal election in May, it is more important than ever to be up-to-date on recent tax issues and to be prepared for known and potential tax changes. In this session, you will hear about these tax issues within a client context and discover how to recognise planning opportunities and identify risks resulting from the changes. The session covers important tax issues, including:

• income tax, including CGT
• other taxes such as GST and FBT
• tax administration
• superannuation
• state taxes.

Speaker
  • Nicole Rowan
    Senior Tax Trainer, TaxBanter

    Nicole is a lawyer who has previously been employed by Maurice Blackburn and the Australian Taxation Office, where she worked in litigation and dispute resolution, and the Aggressive Tax Planning area of the Private Groups and High Wealth Individuals program, including SMSFs.

    Nicole has held various senior positions both in commerce and accounting practices and in the community, not-for-profit and charity sector and she has worked on charity regulation reform at the Australian Charities and Not-for-profits Commission.

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1.00pm - 3.00pm
SB12: Wellbeing strategies supporting you to thrive

Becoming mentally stronger and more adaptable to change might be easier than you think. In this unique session, Annika will teach you how to develop your wellbeing and resilience through responding to challenges as they arise. The skills she shares will empower you to overcome adversity, uncertainty and stress. Explore the role of mindset and the importance of grit in staying strong and striving to succeed, and experience proven techniques that will support you to stress less and thrive more. You’ll take away smart and simple evidence-based strategies that can be put into practice right away supporting yourself, and those around you, to thrive.

Speaker
  • Annika Rose
    Founder and Creative Director, The Wellbeing Collective

    After working as a health professional in the UK and Australia, Annika founded The Wellbeing Collective to positively impact the wellbeing of as many people in as many places as possible. She is passionate about mind health and is redefining what it means to live well. Her work focuses on increasing calm and joy in her clients by bringing the latest science to life and using evidence-based offerings to spark positive transformation.

    Annika is serious about happiness. She has two degrees in psychology and is a published wellbeing researcher who has presented her work at international conferences in the US, Europe and Australia. She has been a contributor for multiple newspapers, magazines, websites, apps and policy papers on mental health, happiness and wellbeing and is regularly seen in the media.

    As well as training in mindful leadership with Google, she’s worked with the top names in digital wellbeing, including Headspace Meditation and Happify. She loves to take on new challenges and empower her clients to work on their wellbeing, master their minds, and create more joy in each moment.

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3.00pm - 3.30pm
Afternoon tea and networking break
3.30pm - 4.15pm
KN4: You are capable of more than you think

Everyone is capable of more than they think.

As a former US Navy SEAL Officer and a consultant in the oil and gas industry, Chandler shares this message with you. Using examples from his past to articulate his message and providing an intriguing and unique insight into the world of the US Navy SEALs, Chandler will outline three tools that will help you discover what you're really capable of.

Speaker
  • Chandler Comerford

    Chandler grew up in Maine, in the north east of the US. Originally a guitarist in a blues band, the course of Chandler’s life was changed when his drummer showed him a knife that was once owned by a Navy SEAL.

    Feeling the call to service, Chandler applied and was appointed by his congressman to attend the United States Naval Academy where he graduated with a Bachelor of Science in Oceanography in 1995. He spent six years at SEAL Team ONE, deploying three times to locations throughout South East Asia and the Middle East, where he was engaged in capacity building for numerous nations’ special forces units. Chandler left the Navy and moved to Perth in July 2001.

    Chandler has worked in the oil and gas industry as a consultant for the past 17 years and has completed risk assessments for numerous vital national installations in Australian. He has two Australian Innovation Patents related to the quantification of IT security risk.

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4.15pm - 4.30pm
Official closing

Sectors

  • Economy, regulation and business

  • Finance fundamentals

    Enhance your core accounting and finance skills in the areas of tax, audit and assurance, compliance, financial planning, analysis and reporting.

  • Operational transformation

    Find out how to transform your business using improved processes and management skills, the latest technologies and shared services.

  • Personal development

    Refine your skills and become a highly productive, effective and well-rounded individual.

  • Sector in focus

    Hear the latest trends and opportunities specific to your sector, including corporate, SME, not for profit and public sector.

  • Strategy and leadership

    Become an outstanding finance leader by enhancing the power of innovation, successfully managing change and driving a high-performance culture.

  • Trends and business impacts

    Understand shifts in the domestic and global economy, the regulatory environment, the latest fraudulent activities, and consumer and competitive markets to build risk mitigation strategies.

Disclaimer of liability
CPA Australia reserves the right to alter any part of this program at any time without notice.