GUIDE YOUR CLIENTS,
GROW YOUR PRACTICE

Program

Swan Valley

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Day One

Friday 8 June

Morning
8.45am - 9.15am
Registration and arrival refreshments
9.15am - 9.25am
Opening remarks and welcome
Speaker
  • Caroline Spencer FCPA
    CPA Board Member /-/media/corporate/allimages/speakers/speaker-placeholder.jpg?h=180&w=180&rev=d19f11a9afd1470cb50c858040ff1ff0
9.25am - 10.25am
KN1: A review of the global, national and WA economies

Join Alan Langford, Chief Economist from Bankwest, as he dissects the economic outlooks from a global and local perspective from commodity prices, interest and exchange rates to the housing and labour market forces. What might drive the next growth phase in the state’s economy?

Speaker
  • Alan Langford
    Chief Economist, BankWest

    Alan joined Bankwest from what is now the Chamber of Commerce and Industry of Western Australia 1989 as an economic research officer and was appointed economist in1990 – just in time to grapple with the recession Paul Keating said we had to have.

    The chief function of his role is to advise Bankwest and its clients on the implications of economic and financial market trends. Alan’s duties include the publication of Bankwest Economic Updates as and when key events occur and presentations at industry seminars.

    He has a degree in financial management and economics from Curtin University and a graduate diploma in applied corporate finance and investment from Finsia, where he is also a senior fellow. He is a member of the housing industry forecasting group (HIFG) and the chair of the advisory board of the School of Economics and Finance at Curtin University.

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Concurrent sessions
10.30am - 11.10am
A1: Join the conversation: Cyber risks to your firm and your obligation…
New in 2018, this session will harness audience members and subject matter specialists to share the many different viewpoints and experiences of participants, allowing you tap into the knowledge in the room and enhance your understanding of the various challenges and potential solutions available to you.Bring your questions, challenges and success stories, and join the conversation.

Discussion:

Australian cyber-crime is growing 35 per cent year-on-year, with small businesses accounting for 60 per cent of reported losses. Accounting firms, who often hold a client’s most confidential financial information, are a prime target. Understand how cyber criminals are targeting firms and discuss some of the strategies your fellow peers are implementing to deal with data protection. Additionally, this discussion will also review the Privacy Breach Notification legislation recently enshrined in law – who it applies to and what it means for you and how to prepare a breach response plan.
Speakers
  • Jamie Beresford
    CEO, Practice Protect

    Jamie Beresford is the CEO of Practice Protect, specialists in cyber security for accountants that have protected more than 300 Australian firms. Jamie has owned IT companies for more than 15 years and has the strong belief that all accounting firms can benefit from the reduced cost and complexity of browser-based applications. Jamie currently resides in Manila, Philippines but keeps an active presence across the USA and Australia. Jamie has spoken at a variety of events on cyber security such as the Accounting Business Expo, the ANZ Annual Conference 2017, EO University, and has run a multitude of workshops on IT.

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  • Ben McPherson
    Senior Associate, Fletcher Law. Ben practices in both general commercial law and commercial litigation.  He has particular interest in startups & eCommerce, commercial and retail leasing, property disputes, construction contracts, PPSA compliance, insolvency and employment law.
    Ben is committed to achieving results for his clients, who range from small business owners to large corporates.
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10.30am - 11.10am
A2: Join the conversation: Addressing the elephant in the workplace – m…

New in 2018, this session will harness audience members and subject matter specialists to share the many different viewpoints and experiences of participants, allowing you tap into the knowledge in the room and enhance your understanding of the various challenges and potential solutions available to you. Bring your questions, challenges and success stories, and join the conversation.

Discussion:

Statistics indicate that 20 – 30 per cent of people will suffer from a serious mental illness at some stage in their career. The impact on the Australian economy is approximately $12 billion.

In this peer-led discussion we unpack some of the key mental health challenges in the workplace, how can you identify it and appropriately ascertain risk and ways you can assist employee, colleague and client wellbeing.

Speaker
  • Clare Mann
    Director and Organisational Psychologist, Communicate31

    Clare Mann is an organisational psychologist, best-selling author of numerous books and communications trainer with extensive international experience. She is the Managing Director of Communicate31, a communications training company that trains people to be exquisite communicators and get the results they want in their professional and personal lives.

    Her main focus has been on communication, ethical leadership, executive coaching and organisational development.

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11.10am - 11.30am
Morning tea and networking break
11.30am - 1.00pm
KN2: Essential tax update

Tax policy continues to be centre stage again in 2018, as the Government brings in more integrity measures, adding to the complexity of the taxation laws. In this crucial session, Robyn will guide you through the significant tax issues and policy developments of the last 12 months, including:
• the key tax policy measures included in the 2018–19 Federal Budget (to be released on 8 May 2018)
• the reduction in the corporate tax rate, base rate entities and the franking implications (overview only)
• the status of the proposed Division 7A reforms
• proposed changes to the small business CGT concessions
• new tax laws and pending measures
• recent case law and ATO rulings relevant to public practitioners
• significant ATO announcements and administrative developments, including Single Touch Payroll.

Speaker
  • Robyn Jacobson FCPA
    Senior Tax Trainer, TaxBanter PTY LTD

    Robyn is well known in tax training circles, having been a professional tax trainer for 22 years and a regular conference presenter at CPA Australia events, including the Public Practice Conferences and Congress.

    With more than 25 years’ experience in the profession, Robyn has a public practice background. Her training roles include Webb Martin, then as sole director of her own business, Cyntax, before its merger with TaxBanter in 2011. Based in Melbourne, Robyn continues to be a highly regarded tax trainer, providing training through TaxBanter.

    Robyn is a Fellow of both CPA Australia and Chartered Accountants Australia and New Zealand, a Chartered Tax Adviser of The Tax Institute, and a registered tax agent. She is the Chair of CPA Australia’s Victorian Public Practice Committee, Co-Chair of The Tax Institute’s Victorian Women in Tax Committee, and a member of The Tax Institute’s Victorian Professional Development Committee and Victorian Tax Forum Organising Committee.

    Robyn regularly consults with Treasury, the ATO and CPA Australia on technical issues.

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Afternoon
1.00pm - 2.20pm
Lunch and learn: Practical governance in action

In this interactive and practical session, Professor David Gilchrist of the UWA Business School, will consider governance of charities and not-for-profits (NFPs) in Australia. Of the approximately 600,000 NFPs in this country, about 55,000 are charities and subject to the Australian Charities and Not-for-profits Commission (ACNC) governance regulations. What do directors of charities and NFPS need to focus on in order to meet the regulatory requirements and to ensure that they also pursue the purpose of the organisation? It is a complex area which is moving in directions that are different to those in which the commercial sector is moving. 


Speaker
  • Professor David Gilchrist
    Professor of Accounting, University of Western Australia

    David is a chartered accountant and an economic historian. He holds a PhD in economic history from the University of Notre Dame Australia and is currently Professor of Accounting at the University of Western Australia.

    Over a career spanning 30 years, David has held a number of senior roles in the not-for-profit, commercial and public sectors. Most recently, he held the role of Assistant Auditor General in Western Australia and, prior to that, he taught accounting and finance at the London School of Economics and Portsmouth University in the UK as well as at Curtin University and Edith Cowan University in Australia. He was Foundation Director of the Curtin not-for-profit Initiative for five years and held the position of Associate Dean of the School of Business at the University of Notre Dame Australia where he was adjunct Professor of Not-for-profit Leadership.

    He has published widely as an academic and journalist, and is a principal author of a number of key national reports including the seminal report Australian Charities 2013 for the Commonwealth Government, the Australian National Costing and Pricing Framework and is co-author of The Three Sector Solution published by the Australian National University Press.

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2.20pm - 3.00pm
KN3: The impact and cost of regulatory reform

This session will examine the effect of current and proposed regulatory reforms. Topics examined include:

  • ASIC industry funding model
  • Single Touch Payroll
  • Profession standards for financial advisers – reforms
Speaker
  • Peter Docherty
    General Manager Public Practice, CPA Australia Peter Doherty is the General Manager of Public Practice at CPA Australia. Peter is a regular speaker in Australia and overseas on regulatory oversight and practice management. Peter has facilitated the development of the IFAC’s Guide to Practice Management for Small to Medium Practices, CPA Australia’s Firm of the Future Report and practice management portal. /-/media/corporate/allimages/speakers/speaker-placeholder.jpg?h=180&w=180&rev=d19f11a9afd1470cb50c858040ff1ff0
3.00pm - 4.00pm
KN4: Reignite your practice growth and harness the tools to futureproof…
Becoming a business rainmaker in your practice

In times where competition is growing and clients are more discerning, businesses have to work harder and smarter to secure their market share and business revenue. In this presentation, you will learn how to:

• overcome the reluctance that prevents you from contacting clients and initiating new leads.
• keep your ‘drive alive’ and not take setbacks and rejections personally
• get past the four motivational killers that stop you from growing your client base

FinTech as your friend: How technology is humanising the world of finance

Hype or reality? Which of the technology megatrends are going to have the biggest impact in the short and medium term?

Specifically, Neal Cross will start looking at the innovations that will affect accountants in their practices, and how they can harness these tools to future-proof their service.

Speakers
  • Michael Licenblat
    Bounce Back Fast

    Michael Licenblat is a resilience expert who teaches people how to achieve more in high pressure environments. Drawing on his background in psychology, shiatsu therapy, and more than 25 years of martial arts experience, Michael has helped countless companies become 'pressure proof' and learn how to bounce back from the setbacks, pressures and rejections so they can out-achieve their competition.

    Born into an entreprenurial family, Michael grew up working inside the numerous family businesses and quickly learnt that success often came to those who can ride the bumps, get up, and keep going. Michael is an author of Pressure Proof – how to thrive in time of disruption, change, and pressure, and he has worked with Toyota, Chemmart, REIV, Coles Myer Ltd., Pitcher Partners, St George, Smartline, SEEK, Hocking Stuart, Maurice Blackburn Lawyers, and the Victorian Parliament.

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  • Neal Cross
    Chief Innovation Officer of DBS Bank, Advisor to Picture Wealth

    Neal Cross is Chief Innovation Officer of DBS Bank and Advisor to Picture Wealth, and a strong advocate for innovative thinking and culture. He was awarded ‘World’s most disruptive Chief Innovation Officer / Chief Technology Officer’ by Sir Richard Branson and Steve Wozniak in 2016. With PictureWealth, Neal is changing the game of financial technology. Working with internal stakeholders and external collaborators, he charts the innovation roadmap to enhance customer experience and better engage customers in the digital landscape.

    Previously, Neal was at MasterCard, where he was responsible for driving innovation as Vice President of MasterCard Labs in the company’s Asia-Pacific, Middle East and Africa regions. Neal started working in the Asia time zone at Microsoft in Australia and later in Singapore as the financial services industry director. He is an advisor to several government agencies and is on the Singapore future corporate capabilities and innovation committee.

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Concurrent sessions
4.00pm - 4.40pm
B1: Join the conversation: Unlock the sleeping business within your cli…
Deep-dive with Michael and your fellow delegates on the practical application ways you can generate more business within your practice:

• how practices can make better use of technology and marketing to strengthen existing client relationships and create new ones
• how to use targeted questioning
• using client segmentation to unlock new referrals, revenue streams, and add value to existing business.

Speaker
  • Michael Licenblat
    Bounce Back Fast

    Michael Licenblat is a resilience expert who teaches people how to achieve more in high pressure environments. Drawing on his background in psychology, shiatsu therapy, and more than 25 years of martial arts experience, Michael has helped countless companies become 'pressure proof' and learn how to bounce back from the setbacks, pressures and rejections so they can out-achieve their competition.

    Born into an entreprenurial family, Michael grew up working inside the numerous family businesses and quickly learnt that success often came to those who can ride the bumps, get up, and keep going. Michael is an author of Pressure Proof – how to thrive in time of disruption, change, and pressure, and he has worked with Toyota, Chemmart, REIV, Coles Myer Ltd., Pitcher Partners, St George, Smartline, SEEK, Hocking Stuart, Maurice Blackburn Lawyers, and the Victorian Parliament.

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4.00pm - 4.40pm
B2: Join the conversation: Chatbots, Apps and AI- Oh my!
Deep-dve with Neal and your fellow delegates on the ever-increasing technology sophistication on the horizon.

• AI is gaining more ground in professional service firms – reasons to consider adoption and how best to implement?
• How can practice managers ensure employees are appropriately trained and make use of the tools available to them?
• Apps and chatbots to support service for your clients – worthwhile or just the current fad?

Speaker
  • Neal Cross
    Chief Innovation Officer of DBS Bank, Advisor to Picture Wealth

    Neal Cross is Chief Innovation Officer of DBS Bank and Advisor to Picture Wealth, and a strong advocate for innovative thinking and culture. He was awarded ‘World’s most disruptive Chief Innovation Officer / Chief Technology Officer’ by Sir Richard Branson and Steve Wozniak in 2016. With PictureWealth, Neal is changing the game of financial technology. Working with internal stakeholders and external collaborators, he charts the innovation roadmap to enhance customer experience and better engage customers in the digital landscape.

    Previously, Neal was at MasterCard, where he was responsible for driving innovation as Vice President of MasterCard Labs in the company’s Asia-Pacific, Middle East and Africa regions. Neal started working in the Asia time zone at Microsoft in Australia and later in Singapore as the financial services industry director. He is an advisor to several government agencies and is on the Singapore future corporate capabilities and innovation committee.

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4.40pm - 4.50pm
Close of conference
4.50pm - 5.50pm
Wine and canapes reception
Join your peers while sampling some of the finest Swan Valley produce with selected vendors from within the region.

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.

CPD hours for financial planning and SMSF Audit
CPD hours will be awarded for CPA Australia events based on the length of an event, inclusive of all breaks, for CPA Australia members. CPD hours for the purposes of financial planning and SMSF Audit will be accredited based on the length of an event, excluding breaks, as well as the relevant generic or specialist knowledge areas. Eligible accredited sessions at the Public Practice conference will be made available via an onsite guide, available to delegates upon request at the registration desk.