Thank you canberra 16 – 18 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.

Training Choice

Wednesday 16 October

Morning
8.30AM - 9.00AM
Registration and arrival
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
  • David Farrugia
    Analyst - SumProduct David is a senior member of the SumProduct modelling team, specialising in model development and training.  He has almost 30 years’ experience using spreadsheeting packages dating back to Multiplan, Quattro Pro and Lotus 123 in the 1980’s.  A Chartered Accountant, David’s strength in mathematics and his ability to analyse and interpret figures, has provided him with extensive knowledge in accounting, economics and finance.

    David has gained extensive experience across a number of roles including business intelligence, financial auditing, IT support, systems and controls reviews, data analysis/analytics, modelling, risk assessment and business management.  Microsoft Excel was the one consistent tool that assisted with all of these functions and David has continued to develop and refine his skills using Excel to assist clients across all industries, incorporating VBA, Power Pivot, Power Query and Power BI.
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9.00AM - 12.30PM
Finance fundamentals
MC2: Integrated financial statement modelling
MC2: Integrated financial statement modelling
- - -
Ever wanted to balance a Balance Sheet but been afraid to ask? This course will reinforce the role of each of the three financial statements and how you can build forecasts for the Income Statement, Balance Sheet and Cash Flow Statement. Using the concept of control accounts combined with error checks in Excel, this course will show you how to make your models more consistent, robust, flexible and transparent (“CRaFT”). The course will take a case study to develop summary accounts, create a valuation, produce ratio, sensitivity, scenario and simulations analyses so that you can understand your budgets and forecasts better than you have been able to previously. Accounting knowledge useful; a laptop essential.

Key topics:
- The concept of best practice is dead: CRaFT Best Practice instead
- Contrasting content with purpose; reintroducing the three financial statements
- Why control accounts are a financial modeller’s best friend; Three types of checks
- How ratio analysis can assist budgeting
- Determining valuations from forecast financial statements
- Modelling what-if? Analysis

Learning outcomes:
- Understand what can and cannot be included in a model template
- Get your Balance Sheets to balance first time every time
- Reconcile direct cashflows, indirect cashflows and free cashflows
- Understand which charts and ratios to use when and why
- Identify how to make your forecasts more accurate and robust
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: Dashboards 101
Please note: This course requires a laptop, any version of Excel and someone to operate it.

A picture is worth a thousand words? Maybe. But really, it can be worth much much more. A good dashboard can be a powerful communication tool portraying the health or otherwise of your business – so imagine what a great dashboard might achieve. Management, accountants and financial analysts alike spend so much time refining their reports and forecasts that they often build summaries – dashboards – as an afterthought, not realising the impact it might have on the key messages stakeholders need to know. This session seeks to rectify this.

Key topics:
This workshop will demonstrate how you can develop powerful, insightful and interactive dashboards in Excel. It will consider:
- How to set up an Excel worksheet appropriately providing layout tips- how examples of good and bad charts
- Why the nature and position of chart data is important- How to emphasise key points
- Why interactivity is so important and persuasive and how Slicers may help.

Learning objectives:
- Understand the key considerations involved in effective dashboard design
- Create well-designed, interactive dashboards using Excel’s built-in tools and features.
Speaker
  • David Farrugia
    Analyst - SumProduct David is a senior member of the SumProduct modelling team, specialising in model development and training.  He has almost 30 years’ experience using spreadsheeting packages dating back to Multiplan, Quattro Pro and Lotus 123 in the 1980’s.  A Chartered Accountant, David’s strength in mathematics and his ability to analyse and interpret figures, has provided him with extensive knowledge in accounting, economics and finance.

    David has gained extensive experience across a number of roles including business intelligence, financial auditing, IT support, systems and controls reviews, data analysis/analytics, modelling, risk assessment and business management.  Microsoft Excel was the one consistent tool that assisted with all of these functions and David has continued to develop and refine his skills using Excel to assist clients across all industries, incorporating VBA, Power Pivot, Power Query and Power BI.
    /-/media/corporate/allimages/cpa-congress-2019/2019-speakers/david-farrugia.jpg?h=180&w=180&rev=1a6001d7caba469c8731cb97d0f1c466
1.30PM - 5.00PM
Finance fundamentals
MC4: No analysis paralysis
This session focuses on key analyses every accountant needs in their kitbag, 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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3.00PM - 3.30PM
Afternoon tea

National Convention Centre Canberra

Wednesday 16 October

Morning
8.30AM - 9.00AM
Registration and arrival
Concurrent sessions
9.00AM - 12.30PM
MC5: Full day Accounting Standards
This workshop will provide you with an intensive overview of the most commonly used international accounting standards. Case studies and practical examples are included so you'll be empowered to assess the impact of the application of the principles within your organisation.
Speaker
  • David Hardidge FCPA
    Director, Queensland Audit Office

    David is a Technical Director at Queensland Audit Office and provides expert, authoritative leadership on public sector financial reporting and the audit response in the not-for-profit and for-profit sectors. David has extensive experience in accounting advisory functions of large accounting firms. He provides advice, insights and explanations on Australian accounting and International Financial Reporting Standards (IFRS and AIFRS) and external financial reporting requirements for the public and private sectors.

    David’s latest focus is on revenue (IFRS 15 and AASB 15), income for not-for-profits (AASB 1058) and leases (IFRS 16 and AASB 16).

    David has been the chair of CPA Australia’s Centre of Excellence for Financial Reporting and has presented at CPA conferences and events many times.

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9.00AM - 12.30PM
MC6: Bridging the communication gap between the CFO and CIO to improve …
This masterclass will provide participants with:
- A shared understanding what lies behind the communications challenges between the CFO and CIO
- An appreciation of the range of skills, practices, process and tools required for a mature ITFM capability with in organisation
- An understanding of how cost transparency is vital to brokering a common language between the CIO, CFO and the business
- A shared understanding of what a roadmap to improving the organisations IT Financial management capability might entail
Speaker
  • Liesel Meinecke
    Executive Director, Synergy   /-/media/corporate/allimages/speakers/speaker-placeholder.jpg?h=180&w=180&rev=d19f11a9afd1470cb50c858040ff1ff0
9.00AM - 12.30PM
MC7: Project management quality assurance
 
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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9.00AM - 12.30PM
MC8: Applying structured analytical techniques and critical thinking to…
In an age of Big Data, the finance team needs to add value by being able to manage data, identify problems and provide an analysis to help organisations make the right decisions.

Drawing on his extensive expertise, Prof Zidek will demonstrate how intelligence analysis techniques can help you bring more rigor to your analysis, stimulate creative thinking, and challenge your assumptions.

Attend this 3-hour masterclass to gain a deeper understanding of what we mean by Structured Analytical Techniques and their applications. Additionally, assess practical work-throughs of two structured analytical techniques, as well as problem restatement and key assumption check.
Speaker
  • Prof Stephen Zidek
    Manager for Business Intelligence and Change, Office for Data Analytics, Department of the Premier and Cabinet, South Australia Since moving to Australia in 2016, Stephen consulted to Asian governments dealing with counter-terrorism financing under the Anti-Terrorism Assistance Program of the US Department of State.

    Prior to this, he served as an Assistant Professor at Mercyhurst University where he taught intelligence methods and analysis, strategic intelligence and leadership courses and managed many strategic intelligence projects for government, business and non-government entities.

    Before entering the private sector, Stephen worked as an Intelligence Officer for the US government in analytical and policy positions at various agencies and has served in operations and intelligence roles with the United States Marine Corps active and reserve duty.

    Stephen has also co-founded a cyber-intelligence and strategic business company and earlier served as Vice President and Director of the Anti-Piracy Intelligence Center at the Motion Picture Association in Los Angeles.
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9.00AM - 12.30PM
MC9: Methods of cost estimation
10.30AM - 11.00AM
Morning tea
Afternoon
12.30PM - 1.30PM
NL2: Networking lunch
Concurrent sessions
1.30PM - 5.00PM
Personal development
MC5 Extended: Full day Accounting Standards
This workshop will provide you with an intensive overview of the most commonly used international accounting standards. Case studies and practical examples are included so you'll be empowered to assess the impact of the application of the principles within your organisation.
Speaker
  • David Hardidge FCPA
    Director, Queensland Audit Office

    David is a Technical Director at Queensland Audit Office and provides expert, authoritative leadership on public sector financial reporting and the audit response in the not-for-profit and for-profit sectors. David has extensive experience in accounting advisory functions of large accounting firms. He provides advice, insights and explanations on Australian accounting and International Financial Reporting Standards (IFRS and AIFRS) and external financial reporting requirements for the public and private sectors.

    David’s latest focus is on revenue (IFRS 15 and AASB 15), income for not-for-profits (AASB 1058) and leases (IFRS 16 and AASB 16).

    David has been the chair of CPA Australia’s Centre of Excellence for Financial Reporting and has presented at CPA conferences and events many times.

    /-/media/corporate/allimages/congress-2018/2018-speakers/david-hardidge.jpg?h=180&w=180&rev=33623c0792fa46378c28aa8b40752bf1
1.30PM - 5.00PM
Personal development
MC11: How personal branding is a win-win for you and your organisation
A great deal of talk about the changing nature of the accounting & finance profession is so focused on how much of this change is inevitable and it can be very disempowering. But there is A LOT as individuals you and your employees can do to refine personal value and position people beyond just a job title. In today’s fast-moving economy, position is more important than ever before. Job titles are becoming increasingly immaterial with millions of people having the same title, skills and experience. That means, you and your employees have to stand out to be noticed. The GIG economy is changing the playing field meaning that 40% of execs in Professional Services will become freelance or consultants by 2023.

The question is - Are you equipped for this? Is your organisation? Your organisation’s brand and your own individual brand are not exclusive to one another. Aligning these attributes, helps elevate a mindset from employee to entrepreneur and helps turn expertise into specialisation. Join Mary Henderson, a recognised expert in the field of personal branding to discover how personal branding can not only give you the edge but bring value to your organisation.
Speaker
  • Mary Henderson
    Personal Branding & Online Business Expert , Mary Henderson Coaching Mary is an internationally recognised Personal Branding and Online Business Expert who helps Service Based Entrepreneurs, Start-ups, Business Owners and Corporate Executives commercialise their Personal Brand into industry experts.

    Mary has 18 years’ experience building seven and eight figure businesses and building high performance sales teams in the IT sector and 13 years delivering online solutions for large and small businesses. She has been featured in many publications and is regarded a thought leader in the digital sector.

    Mary’s point of difference is her Personal Branding methodology and algorithm. In today’s economy, defining a person’s uniqueness, values, passion, expertise, what they stand for and what they promise into a narrative and applying it across all communication touchpoint's is key to advancing a career.

    When you engage Mary, you access 32,000+ hours of experience, knowledge and wisdom in Personal Branding, client profiling, lead generation strategies, online course development, sales leadership, content development and digital knowledge. Mary embraces technology and social media in a big way and her followers are growing daily.

    Mary is a heart-centred, compassionate and tenacious entrepreneur who thrives on human transformation and witnessing people fulfil their dreams
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1.30PM - 5.00PM
Personal development
MC12: Supercharge your productivity: Make better use of your most valua…
You are busy! You have so many balls in the air that the juggle is becoming increasingly hard to sustain. You need to start doing things differently because trying to do it all represents a huge risk to your ongoing wellness, success and professional development. How would you like 30 extra hours a month?

This masterclass is specifically targeted to address the unique time challenges Accountants face. Using Kate Christie’s 5 SMART Step framework you will learn how to:
- diagnose and treat your time challenges
- identify the activities you can Outsource or Delegate
- identify the activities you can Reject or do differently
- find the time you need to ensure you can spend time with your family, friends and on you own wellbeing

Kate will also share over 50 productivity strategies for immediate time gains - get ready to get 30 hours of lost time back and let’s have some fun doing it!
Speaker
  • Kate Christie
    Director and Founder, Time Stylers Kate Christie, founder and CEO of Time Stylers is a time investment expert; international speaker; and best- selling author. 

    Kate consults to big and small business, government departments and C-suite executives on maximising individual time spend and managing organisational drag through smart time investment strategies. She has appeared on television, radio and in print as a leading commentator on time management and maximising work/ life integration to ensure your success across work, family, community, and life.

    With a reputation for helping her clients find 30 hours of lost time a month, Kate’s focus is to ensure you are left educated, entertained and with a lasting impact on the way you choose to live, work and play.
     
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1.30PM - 5.00PM
MC13: 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
MC14: Budget 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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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

Program and Masterclasses

Wednesday 16 – Friday 18 October

NATIONAL CONVENTION CENTRE CANBERRA 
31 Constitution Ave, Canberra ACT 2601

Masterclasses

Wednesday 16 October
TRAINING CHOICE 
54 Marcus Clark Street, Canberra City, ACT 2601