Thank you brisbane 9 – 11 October

masterclasses

To complete their CPA Congress experience, attendees benefited from our masterclasses. Masterclasses are designed so that you can master the skills needed to advance your career. CPA Congress will be back in 2020 with more masterclasses.

Sorry, there is no session available in your chosen stream.

saxons training facilities

Tuesday 8 October

Morning
8.30AM - 9.00AM
Morning tea
Concurrent sessions
9.00AM - 12.30PM
Finance fundamentals
MC1: Rolling budgets and charts
Need to keep a report up to date so it shows you the next 12 months at any time? Want charts and dashboards that do the same? This session shows you how to consider the two start dates needed in a spreadsheet model and how to make your data and charts more dynamic so you avoid repetition and unnecessary manual re-work.

Key topics:
This masterclass will demonstrate how you can work smarter, not harder by:
- Rolling a budget without #REF! errors
- Understanding the difference between Model Start Date and Reporting Start Date
- Identifying which functions work best when “rolling”
- Laying out a model to allow flexibility in start dates and reporting periods
- Understand which function to use when?
- Using Tables to your advantage.

Learning objectives:
- Reduce the risks in your processes by automating charts and budgets
- Add flexibility to your reports in a consistent and timely manner.
Speaker
  • Dr Liam Bastick FCA FCMA MVP
    Director, SumProduct Liam has over 30 years’ experience in financial model development/auditing, valuations, M&A, strategy, training and consultancy.  He is a director in the Melbourne office of SumProduct, having previously run several other model consultancies.

    As an experienced accountant (Fellow of three institutes and a professional mathematician), he has worked around the world with many internationally recognised clients, constructing and reviewing strategic, operational and valuation models for many high-profile IPOs, LBOs and strategic assignments.  He has significant experience in building consolidated strategic models and evaluating their key drivers.

    Liam has been awarded Microsoft’s Most Valuable Professional (MVP) award nine times for his expertise in Excel and financial modelling.  He writes in various accounting magazines around the world (including InTheBlack from time to time) and is author of ‘An Introduction to Financial Modelling’.
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9.00AM - 12.30PM
Finance fundamentals
MC2: Excel tricks and tips

Does exactly what it says on the tin. Various standalone tips to make your time more productive, efficient and effective in spreadsheets. Be prepared to excel in Excel!

Are you concerned that you may not be using Excel as efficiently and effectively as you could be? Are you only using five or six functions for all of your modelling needs? Do you take far too long to build a calculation? Are you frustrated with the new look interfaces for Excel 2016 / Office 365 and beyond? These are just some of the questions attendees of this popular course have raised over the years. If you want to optimise your use of Excel, then this course is for you.

This proactive session explores the key Excel skills finance professionals require on a day to day basis. These include:
- Time-saving tips and tricks
- Keyboard shortcuts, features and functions
- Key mistakes to avoid
- The different types of formatting
- Using range names

As a result, you will:
- Become more confident in using Excel
- Learn keyboard and mouse shortcuts designed to get you working smarter in Excel
- Use the key functions and functionalities that professional modellers utilise on a daily basis.

Speaker
  • Tim Heng
    Associate Director, SumProduct Tim Heng has over 15 years’ experience in Excel and financial modelling and is a director in the Sydney office of SumProduct.  He has worked across the world on assignments involving the development of strategic corporate and project-based financial models, model reviews, training of analysts and senior staff. Tim has developed and reviewed financial models across a range of industries and sectors, throughout Australia and internationally. He has worked with clients to develop bespoke modelling solutions for business challenges, using a combination of Excel, VBA and database analytics. He also specialises in Power Pivot, Power Query (Get & Transform) and Power BI.

    Tim has been awarded Microsoft’s Most Valuable Professional (MVP) award for his expertise in Excel, Power BI and financial modelling. He has written articles for the CompAct and Modelling Section newsletters published by the Society of Actuaries (US), and has been a regular presenter at conferences, training courses and webinars for CPA Australia.
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10.30AM - 11.00AM
Morning tea
Afternoon
12.30PM - 1.30PM
Networking lunch
Concurrent sessions
1.30PM - 5.00PM
Finance fundamentals
MC3: No Analysis Paralysis
This session focuses on key analyses every accountant needs in their kit, including break even, variance, scenario, sensitivity and simulations analyses. Learn how to get the most out of your data turning static inputs into something entirely more dynamic.
Speaker
  • Tim Heng
    Associate Director, SumProduct Tim Heng has over 15 years’ experience in Excel and financial modelling and is a director in the Sydney office of SumProduct.  He has worked across the world on assignments involving the development of strategic corporate and project-based financial models, model reviews, training of analysts and senior staff. Tim has developed and reviewed financial models across a range of industries and sectors, throughout Australia and internationally. He has worked with clients to develop bespoke modelling solutions for business challenges, using a combination of Excel, VBA and database analytics. He also specialises in Power Pivot, Power Query (Get & Transform) and Power BI.

    Tim has been awarded Microsoft’s Most Valuable Professional (MVP) award for his expertise in Excel, Power BI and financial modelling. He has written articles for the CompAct and Modelling Section newsletters published by the Society of Actuaries (US), and has been a regular presenter at conferences, training courses and webinars for CPA Australia.
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1.30PM - 5.00PM
Finance fundamentals
MC4: Forecasting Tips
How to work more collaboratively with Ops Managers to create an easier forecasting/budgeting process.
Speaker
  • Dr Liam Bastick FCA FCMA MVP
    Director, SumProduct Liam has over 30 years’ experience in financial model development/auditing, valuations, M&A, strategy, training and consultancy.  He is a director in the Melbourne office of SumProduct, having previously run several other model consultancies.

    As an experienced accountant (Fellow of three institutes and a professional mathematician), he has worked around the world with many internationally recognised clients, constructing and reviewing strategic, operational and valuation models for many high-profile IPOs, LBOs and strategic assignments.  He has significant experience in building consolidated strategic models and evaluating their key drivers.

    Liam has been awarded Microsoft’s Most Valuable Professional (MVP) award nine times for his expertise in Excel and financial modelling.  He writes in various accounting magazines around the world (including InTheBlack from time to time) and is author of ‘An Introduction to Financial Modelling’.
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Brisbane Convention and Exhibition Centre

Wednesday 9 October

Morning
Concurrent sessions
9.00AM - 12.30PM
MC5: Budgeting and forecasting in uncertain times
Budgets are criticised by many but used by all. It remains a primary way for organisations to think about their financial futures, but not without some dissatisfaction! This largely stems from the difficulties inherent in financially forecasting a future, and getting staff to authentically buy into the budgeting process, especially when that future is uncertain. This Masterclass offers concrete tools and techniques for staff as well as managers to better budget for uncertainty, and navigate the human side of the budget process in a way that is ethical, but also beneficial to one's personal interest in the organisation.
Speaker
  • Dr Prabhu Sivabalan
    Professor, Accounting Discipline Group Core Member, CBSI – Centre for Business and Social Innovation, UTS Business School

    Prabhu Sivabalan is a Professor of Management Accounting. Prior to pursuing an academic career, Prabhu was a cadet analyst in Deloitte Touche Tohmatsu.

    Prabhu's research interests are broadly in the application of core accounting concepts such as budgeting and costing to innovative and far-reaching contexts not usually associated to accounting, such as healthcare, entrepreneurship and high innovation environments. He leads the Financial and Performance Transformation in Healthcare Group, a collaboration between NSW Health and the UTS Business School.

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9.00AM - 12.30PM
Personal development
MC6: Tackling tough and tricky conversations

In this session, you will:
- explore the do’s and don’ts of how to engage in tough and tricky conversations
- discover your preferred behavioural style in the workplace
- define the difference between assertive, aggressive, passive and passive/aggressive behaviours
- discuss why it can be beneficial to lead first with the behaviour that you wish others to use with you.

You will also explore a variety of techniques that can help you to communicate effectively, prevent and/or manage conflict and enable you to engage in tough and tricky conversations such as:
- empathic statements
- clear and direct verbal language that enables you to be tough on the issue not on the person
- a neutral non-verbal delivery of key messages and constructive feedback
- a temperate, non-inflammatory approach to communication
- “I” statements.
 - the “broken record”

Speaker
  • Graham Blackley
    Facilitator, Institute for Communication, Management and Leadership Graham Blackley, who has been a trainer for almost 20 years, has worked with clients in the United States, South Africa, New Zealand and Australia. Graham specialises in showing teams and individuals how to:
    - Maximise their full potential
    - Provide superior internal and external service
    - Manage work priorities effectively
    - Generate positive responses from clients, staff and colleagues even in challenging or emotionally charged circumstances.
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9.00AM - 12.30PM
MC7: How to write effective public-sector business cases

In this interactive and practical workshop learn the essential differences of 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 getting the essential elements 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 CRS

    As the Chief Executive Officer of Ethos CRS, 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. Chas specialises in corporate communications, policy and regulation, creating more effective leaders, managers, teams and organisations. Chas has developed and delivered training programs for public service organisations and professionals, and coached senior executives, ministers and an Australian of the year.


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10.30AM - 11.00AM
Morning tea
Afternoon
12.30PM - 1.30PM
Networking lunch
Concurrent sessions
1.30PM - 5.00PM
MC8: 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.

Join Paul on a 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 share 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. /-/media/corporate/allimages/speakers/cpa-week/paul-hodge.jpg?h=180&w=180&rev=9c1ae55e25ee421e93e30fb9c6d28e94
1.30PM - 5.00PM
Personal development
MC9: Time management: Make better use of your valuable time
When you think about your work, your productivity, do you know how you get things done?  Do you have a consciousness about how productive you are, and what the conditions are for when you are at your most productive?  Based in the neuroscience of productivity, this workshop is designed to provide you with an awareness of when you are able to do your best work and make the best use of your most valuable time.

Speaker
  • Donna McGeorge
    Time Management expert and author

    Donna McGeorge makes work work. 

    She is passionate about enhancing the large amount of time we spend in our workplace (too much, for many) to ensure it is effective and productive, as well as enjoyable. 
    Donna has worked with managers and leaders throughout Australia and the Asia-–Pacific for over 20 years. She delivers practical skills, training, workshops and facilitation to corporates — such as Nissan Motor Company, Jetstar, Medibank Private and Ford Motor Company — so they learn to manage their people well and produce great performance and results. 

    She also knows that when we decide to be intentional, we can surprise ourselves with what we can achieve.  Donna has authored 6 books and her CV includes:  Manager of Theatre, Sports & Concert Tours for the UK-based Keith Prowse; Asia–Pacific Organisational Development Manager for Ford Motor Company in Shanghai, China; as well as roles at Telstra, Qantas & Ernst & Young.

     
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1.30PM - 5.00PM
Finance fundamentals
MC10: Developing strategic business partnering skills
Take the opportunity to hone and further develop your strategic partnership skills in this highly engaging and task focused masterclass. As part of a team, you’ll be running a simulated business where you navigate options and make decisions to deliver strong business results and  set up the business for long-term success.

Organisations increasingly find themselves having to adapt to rapidly changing business environments. To navigate this complex landscape, business leaders require input from trusted partners and are calling upon finance professionals to support this, people who can assist them in making well-informed decisions quickly. The focus of this masterclass is on developing the key leadership behaviours needed to play an influential and impactful role in driving business results and strategy. 
Speaker
  • Michael Schlosser
    Founder, Lead4Ex Michael specialises in designing transformation initiatives that help organisations and teams develop the mindsets and ways of working that will allow them to thrive in disruption.

    Michael is a speaker, facilitator, mentor and game-based learning expert with more than 12 years of experience in designing strategy simulations for training purposes. Michael has worked with more than fifteen ASX 100 companies across several industries to support strategic alignment and strategy execution.
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3.00PM - 3.30PM
Afternoon tea

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.

venues

Conference and Masterclass

Wednesday 9 – Friday 11 October

BRISBANE CONVENTION AND EXHIBITION CENTRE
Merivale St and Glenelg Street, South Brisbane QLD 4101

Masterclasses

Tuesday 8 October

Saxons Training Facilities
300 Adelaide St, Brisbane City QLD 4000