Thank you hobart 28 – 29 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.

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Excel Masterclasses - Quill Consultancy

Monday 28 October

Morning
8.30AM - 9.00AM
Registration and arrival
Concurrent sessions
9.00AM - 12.30PM
Finance fundamentals
MC1: The Power of Power BI

Everyone seems to want to implement Power BI – but what exactly is it? Come along to this session to hear what Power BI is, and how it manages to take in data from a range of sources and output it to a dazzling array of charts and reports. Come in with an open mind, and prepare to leave inspired, with new ways to present and share your outputs.

Key Topics:
-Quick introduction to importing data into Power BI
- Creating reports with user-friendly charts, tables and maps
-Getting to grips with the latest tools to be released from the Microsoft development team, coming hot off the press into the latest versions of Power BI.

Learning Objectives:
-Grasp your data quicker whilst creating powerful visualisations
-How to gain insights in minutes, not months.

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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9.00AM - 12.30PM
Finance fundamentals
MC2: Integrated financial statement modelling
Ever wanted to balance a Balance Sheet but been afraid to ask?  This half-day Masterclass 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”) by presenting a recommended layout.  The course will further take a case study to develop summary accounts, demonstrate the four types of model input and show how to reconcile Direct and Indirect Cash Flow Statements.  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

Learning outcomes:
- Understand what can and cannot be included in a “Best Practice” model template
- Recognise the four types of modelling inputs
- Get your Balance Sheets to balance first time every time
- Reconcile direct cashflows and indirect cashflows.
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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10.30AM - 11.00AM
Morning tea
Afternoon
12.30PM - 1.30PM
Networking lunch
Concurrent sessions
1.30PM - 5.00PM
Finance fundamentals
MC3: Excel Tricks & 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.
    /-/media/corporate/allimages/congress-2018/speaker-images/tim-heng.jpg?h=180&w=180&rev=5380e12550c9432da14ce54b2e9b014a
1.30PM - 5.00PM
MC4: Rolling Budgets and Charts
Need to keep a report up to data 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:
- How to roll 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
- Which function 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’.
    /-/media/corporate/allimages/congress-2018/2018-speakers/liam-bastick.jpg?h=180&w=180&rev=7d86e92df1fc4f5aa3fb16131e340032
3.00PM - 3.30PM
Afternoon tea

Executive Masterclass - Hotel Grand Chancellor

Monday 28 October

Afternoon
1.30PM - 5.00PM
Strategy and leadership
MC5: Bring the buzz into your leadership

Our behaviour at work creates a tangible energy amongst the team that directly affects the quality of the work you and your team can achieve.

Discover how we’re wired and what we can do to ‘rewire’ ourselves so that as leaders we perform more effectively.

Discover:
- How to identify what lights us up and how that serves (or stifles) our people.
- How the energy in the workplace directly impacts success particularly at crunch times.
- How to create and sustain the right ‘buzz’ in your organisation.

Speaker
  • Alena Bennett
    Director and Executive Leadership Consultant Alenabennett.com Alena is an experienced finance leader who helps Finance Executives deliver outstanding results beyond the numbers.

    Alena is a speaker, mentor, team facilitator and leadership coach who loves to get in front of people and provoke the right conversation to create energy, excitement and action about issues that matter.

    Prior to running her leadership consultancy practice, Alena held senior leadership roles in audit practices in Australia and the United States and went on to become head of finance at one of Australia’s leading financial services companies.

    She is a Chartered Accountant and also completed US CPA.
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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

Tuesday 29 October

HOTEL GRAND CHANCELLOR HOBART
1 Davey Street, Hobart TAS 7000

MASTERCLASSES

Monday 28 October

THE QUILL CONSULTANCY
39 Murray Street, Hobart TAS 7010