Thank you MELBOURNE 14 – 16 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.

CROWN PALLADIUM

Monday 14 October

Morning
8.30AM - 9.00AM
Registration and arrival
Concurrent sessions
9.00AM - 12.30PM
Finance fundamentals
FULL
MC1: Understanding Key Accounting Standards’ [SESSION FULL]

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.

The Accounting Standards explained in further detail in this course are:
• IAS 1 Presentation of Financial Statements
• IAS 7 Statement of Cash Flows
• IAS 8 Accounting Policies, Changes in Accounting Estimates and Errors
• IFRS 13 Fair Value Measurement
• IAS 2 Inventories
• IAS 40 Investment Property
• IAS 16 Property, Plant and Equipment
• IAS 38 Intangible Assets
• IAS 36 Impairment of Assets
• IAS 23 Borrowing Costs
• IFRS 5 Non-Current Assets Held for Sale and Discontinued Operations
• IFRS 15 Revenue from Contracts with Customers.
• IAS 16 Leases
• IAS 19 Employee Benefits
• IAS 37 Provisions, Contingent Liabilities and Contingent Assets
• IAS 12 Income Taxes
• Financial Instruments:
o IAS 32 Financial Instruments: Presentation
o IFRS 9 Financial Instruments
o IFRS 7 Financial Instruments: Disclosure
• IAS 24 Related Party Disclosures
• IAS 10 Events after Reporting Date

Learning Outcomes:
• Identify the major accounting principles and disclosure requirements of a number of important International Accounting Standards
• Apply the principles learned throughout the course in a practical setting
• Calculate relevant amounts for inclusion in the financial statements, observing the principles contained in the International Accounting Standards

Speaker
  • Carmen Ridley
    CA, AASB Board Carmen is the Principal of Australian Financial Reporting Solutions, an independent financial reporting consulting firm and a member of the Australian Accounting Standards Board. For nine years, she worked as an external auditor in both Australia and the UK. She worked for one of the Big Four accounting firms, prior to working in and running the technical divisions of three major accounting firms, most recently Grant Thornton. /-/media/corporate/allimages/congress-2018/speaker-images/carmen-ridley.jpg?h=180&w=180&rev=ddfabc3f67154f7ebc67134d7892c0b4
9.00AM - 12.30PM
Personal development
MC2: Presenting Finance to Non-Finance Professionals?

Presenting finance to non-finance professionals requires hard work. You’ll need to do more of the thinking for your audience. The techniques you use to engage your audience are of utmost importance, as they are unlikely to have the same affinity with your content as you.

This fast-paced workshop is facilitated by Simon Wilton, who is an accomplished actor, psychologist and corporate training facilitator. Simon will help you build your ‘stagecraft’ to deliver presentations that keep even non-finance professionals captivated.

Outcomes:
*Apply techniques to guide the focus of the audience
*Create options to emotionally engage diverse audiences
*Capitalise on nervous energy rather than having it work against you
*Practise vocal techniques for emphasis, engagement and clarity
*Use body language to focus and enhance your message
*Design visual aids such as PowerPoint that engage non-finance professionals

Speaker
  • Simon Wilton
    Facilitator, psychologist, actor and coach Simon Wilton has over 20 years’ experience as a coach, facilitator, corporate actor and emcee. He has a Master’s degree of Applied Positive Psychology. Simon is also a professional actor and has featured in countless productions for major theatre companies, film and television series.

    He has wide ranging experience in the financial sector, helping people to communicate in an engaging and impactful way subject matter that can sometimes be perceived as dry or complex
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9.00AM - 12.30PM
Strategy and leadership
FULL
MC3: Developing strategic business partnering skills [ Session Full ]

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 that deliver strong business results while setting 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. That, can help them make 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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9.00AM - 12.30PM
Strategy and leadership
MC4: Creating a culture of accountability

One of the most common challenges leaders’ face is creating a sustainable culture of accountability that allows the business to deliver on its strategic objectives.

In this session participants will learn:
- How to define “greatness” at a company, team and individual level
- How to engage people so there is a desire to deliver great results
- How to rethink traditional performance reviews to avoid common pitfalls
- How to have effective accountability conversations that inspire and motivate


Speakers
  • Trudy MacDonald
    Founder, Talent Code   /-/media/corporate/allimages/speakers/congress-2015/trudy-macdonald.jpg?h=180&w=180&rev=dd2b6a18ef084e0386373365555d0fe3
  • Ella Harvey
    Strategic Consulting Manager, Talent Code   /-/media/corporate/allimages/cpa-congress-2019/2019-speakers/ella-harvey.png?h=180&w=180&rev=f8007435f1b74aad8b7371f8d9fa8064
9.00AM - 12.30PM
Personal development
MC5: Supercharge your productivity: Make better use of your most valuab…
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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9.00AM - 12.30PM
Operational transformation
MC6: 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
9.00AM - 12.30PM
Personal development
MC7: Creating a mindset to succeed
Join entrepreneur and high-performance coach Danny Vorhauer for a results-focused session to guide you to unprecedented levels of success in both your personal and professional life. Danny will share with you 39 essential attitudes tuning your Success Quotient to high-performance settings, and in doing so, together, you'll collapse time frames so that you will achieve your goals much, much sooner and on a much bigger scale than you thought possible. Your perceptions about how long it takes to reach a goal will change following this high impact informative session.
Speaker
  • Danny Vorhauer
    High-performance coach As one of Australia’s leading entrepreneurs, Danny own’s and leads seven successful businesses with multi-million-dollar turnovers. Due to his keen insight into the principles of creating success, prosperity and an effective business culture, he’s built companies with engaged teams in which people thrive, resulting in exceptional productivity.

    Achievements
    Owner and CEO of:
    • Assemco
    • Spartans Gym & Fitness
    • ArmourCo
    • AssasCo
    • PakCo
    • RedRoo Shock Absorbers
    • ConnectBig

    Over the past 25 years Danny’s had the privilege of turning many ideas into successful businesses. Creating new systems and processes to improve people management has been instrumental in his ability to turn struggling companies into profitable ventures.
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9.00AM - 12.30PM
Sector in focus
MC8: 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.

After attending How to write effective public sector business cases, participants will be better able to:
• effectively structure business cases or decision documents
• align content to a clearly articulated purpose or proposition
• explicitly address and reduce project and financial risk
• efficiently handle project of producing business cases


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
Finance fundamentals
MC1 continued: Understanding Key Accounting Standards’
Continuing on from the morning session, 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
  • Carmen Ridley
    CA, AASB Board Carmen is the Principal of Australian Financial Reporting Solutions, an independent financial reporting consulting firm and a member of the Australian Accounting Standards Board. For nine years, she worked as an external auditor in both Australia and the UK. She worked for one of the Big Four accounting firms, prior to working in and running the technical divisions of three major accounting firms, most recently Grant Thornton. /-/media/corporate/allimages/congress-2018/speaker-images/carmen-ridley.jpg?h=180&w=180&rev=ddfabc3f67154f7ebc67134d7892c0b4
1.30PM - 5.00PM
Finance fundamentals
MC9: Essential Tax Update

Supported by comprehensive training materials, this session will ensure you are informed of ATO announcements and rulings; court and AAT decisions; proposed changes to the tax law; and emerging tax issues.

Speaker
  • Neil Jones CPA
    CTA, Director and Senior Tax Trainer, TaxBanter

    Neil is a director of TaxBanter with primary responsibility for the delivery of tax training across the Australian market.

    He has an extensive background in the tax profession including 17 years at the Australian Taxation Office before playing a key role as a director and lead trainer in the emergence of the highly regarded Webb Martin training business. Neil is well-known as a presenter of enjoyable and practical tax seminars across all areas of taxation.

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1.30PM - 5.00PM
Trends and business impacts
MC10: Demystifying cybersecurity

In this engaging, informative and interactive session, Damian will demystify common myths around cybersecurity, cyber-attacks and data breaches.

Develop a greater appreciation for the number one business threat, and leave with an enhanced understanding of:
• why cybersecurity is not a technology issue
• why it is time to change the culture
• the legislation that you can’t ignore
• what constitutes a Notifiable Data Breach
• how to protect your business

Speaker
  • Damian Seaton
    Managing Director, Cyber Audit Team Demonstrating 30 years’ experience across Cybersecurity, Information Security, Data Protection & Privacy, Governance, Risk and Compliance, Digital Forensics, Information Communication Technology, Criminal Psychology, Law Enforcement. Damian has worked with and advised organisations such as the British, American and Australian governments, ASIC, ATO, ACCC, CDPP, AFP, Tier 1 banks, Insurance companies, NFPs, Financial Practices, multinationals, and SMEs.

    Damian is a Graduate of Queensland University of Technology and holds an Executive Masters of Business Administration, is an Executive Committee member of the Australian Information Security Association - the peak body for the Information Security and Cybersecurity profession in Australia, and is SAI Global qualified in Management Systems Auditing.
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1.30PM - 5.00PM
Finance fundamentals
MC11: 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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1.30PM - 5.00PM
Sector in focus
MC12: Quality assurance to ensure project success
When you’re designing, developing, implementing or reviewing policy, regulations or programs, you’re working as a project manager or as a member of a project team. But project management skills don’t necessarily come naturally or easily.

Quality assurance to ensure a project success is a three-hour masterclass that builds the skills of professionals—whether regulators, policy makers or program designers—to bring a project home on time, within budget and to the required standard. This masterclass will provide participants with the tools and techniques to understand what makes a project successful and the key elements of quality management.

After attending Quality assurance to ensure a project success, participants will be better able to:
• understand the key elements of a project and what makes a project successful
• identify the key elements of quality management in project management
• use quality management tools in their own projects.
Speaker
  • Peter Morris
    Consultant, Ethos CSR As a senior facilitator and adviser, Peter has brought long years of experience to the work of public sector project management and leadership. He is a project management expert and applies a systematic approach to guarantee that projects are successfully delivered.

    Peter is a qualified and experienced professional, who as an army officer developed into a thoughtful and effective leader. He has managed public service teams to deliver projects on time, to the required standard and within budget.

    Peter is a Fellow of the Australian Institute of Managers and Leaders, and a Graduate Member of the Australian Institute of Company Directors.
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1.30PM - 5.00PM
Personal development
MC13: Beyond Resilience: How far do employees have to stretch?
Do leaders expect employees to build resilience to cope with unreasonable demands and expectations?
How do we optimise productivity and performance with employee wellbeing?

This session will explore what makes workplaces psychologically safe and mentally healthy through optimising workplace functioning through:
• Leadership
• Culture
• Roles & recruitment
• Workforce wellbeing
• Building a learning culture

Join this session to understand the practical application of neuroscience and emerging psychological research to build workplace resilience in order to maximise performance and productivity with the drivers of human wellbeing.
Speaker
  • Michelle Bihary
    Workplace Resilience Australia @ the Delta Centre

    Michelle’s expertise is in unleashing the potential performance of leaders and professionals in ways that make organisations thrive. She works to create positive workplace ecosystems that genuinely cultivate human potential so that productivity and performance are sustainable. Michelle is a master at sharing theoretically informed, practical solutions and strategies that can be implemented quickly and immediately provide tangible results. Her ability to engage with people and create psychological safety within a workplace environment is her zone of genius.

    Her in-depth knowledge and extensive experience, including the application of the latest advances in neuroscience and neuroplasticity, understanding psychological safety, emotional intelligence, leadership, self-leadership and workplace culture brings not just presence, but power to her work.


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1.30PM - 5.00PM
Strategy and leadership
FULL
MC14: Tackling tough and tricky conversations [SESSION FULL]

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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1.30PM - 5.00PM
Personal development
MC15: 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 this change is inevitable and it can be very dis-empowering. But there is A LOT 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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3.00PM - 3.30PM
Afternoon tea

Saxons Training Facilities

Thursday 17 October

Morning
8.30AM - 9.00AM
Registration and arrival
Concurrent sessions
9.00AM - 12.30PM
Finance fundamentals
FULL
MC16: Data Analysis [SESSION FULL]

Professionals in the public and private sectors are confronted daily with mountains of data which they must interpret. Excel is the application of choice for data analysis due to its extensive range of tools for organising and analysing data.

Extracting key information to help the business understand its customers and markets is now readily available with Excel’s tools for data analysis. Using Excel’s data retrieval capability, the business analyst can access large databases to extract data that focuses on a specific area of the business. Excel’s powerful analytical tools may then be employed to further analyse this data.

Upon completing this course, participants will be:
*Familiar with, and able to use, selected statistical functions in Excel
*Understand and be able to use the Data Analysis Add-In to obtain descriptive measures and apply Regression analysis
*Have an ability to quantify the nature and strength of relationships between variables.
*Able to create and have an appreciation for basic statistical distributions.
*Develop an appreciation for handling lists in Excel.
*Able to access data stored in an external database using Microsoft Query to extract key information for subsequent analysis in Excel.
*Able to use Excel’s Sampling tools.
*Understanding how to apply the Subtotal function.
* Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

Speaker
  • Anne Flaherty

    Anne Flaherty currently works as a Senior Research Analyst for CBRE Australia. Anne’s academic qualifications include a Master of Applied Econometrics and Bachelor of Commerce, Economics and Finance.

    Anne has a strong background in quantitative research methods, specialising in financial econometrics and forecasting methods. Anne's passion lies in digging deeper into the data and drawing actionable insights which aid businesses in decision making.

    Anne has worked across economic, property and market research, and conducted data analysis for clients in the financial sector. She has previously worked as a Teaching Associate at Monash University, teaching mathematics and statistics to Business students. Anne has been a presenter of Excel workshops for CPA Australia since 2013.

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9.00AM - 12.30PM
Finance fundamentals
FULL
MC17: Dashboard Foundations [SESSION FULL - see MC28 OR MC42 ]

This workshop is designed to introduce the key Excel tools that are required for the development of dashboards and is the first half of the dashboards course. Mastery of the foundations, the role of this workshop, is required in order to produce interactive electronic dashboards. A dashboard consists of a collection of graphs, tables, statistical calculations and significant data enabling management to monitor critical processes in a business or organisation. Creating dashboards in Excel requires a sound knowledge of the tools available and an investment in the time required to master them.

Participants will master several reporting tools available in Excel that support dashboards. Data may be imported to Excel from a variety of external sources. It can then be linked to a variety of Excel objects such as graphs or tables, which are suitable for developing appropriate dashboards. Techniques for automatically updating dashboards when new data becomes available are also covered.

Upon completing this course, participants will be able to:
*Appreciate the benefits of dashboard reporting
*Understand and construct a data model that funnels source data to a dashboard
*Create mini-charts and labeling techniques for use with Excel Dashboards
*Employ key excel functions to organise the calculation area of a data model
*Use excel’s camera and linked picture tools to dynamically display tabular and graphical data
*Use Sparklines to display trends in data
*Add interactive controls to dashboards

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

This workshop is conducted in Excel 2016, and is compatible with Excel versions 2007, 2010 and 2013 with the exception of some new features available in later versions.

Speaker
  • Dr John Byrne

    Dr John Byrne has undergraduate degrees in Civil Engineering and in Computer Science; he has a postgraduate teaching qualification, a Master’s degree in Mathematics and a PhD in Statistics.

    He commenced his working life as a Civil Engineer and in that profession worked in both the contracting and the consulting environments before turning to teaching as his chosen career. As an academic, he worked in a university business school developing a course in solving business problems using spreadsheets in the early 1990s and publishing a book based on the material covered in that course.

    He successfully supervised masters and doctoral research students. He published his own research output in prestigious, international journals and a number of his theoretical papers are included in the Science and Social Science citation indices. Additionally, he has worked as a consultant to governments, professional bodies and commercial organisations in financial modelling, financial planning and forecasting.

    He holds a certificate IV in workplace training and has frequently worked as a trainer for professional bodies and commercial organisations in financial planning, financial modelling, forecasting and also Excel based applications. He has been a regular presenter of Excel workshops for CPA Australia in the annual Melbourne Congress and throughout Australia since 1996

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9.00AM - 12.30PM
Finance fundamentals
FULL
MC18: Introduction to PowerPivot [Session Full – see MC26]

With the release of excel 2010 Microsoft introduced some powerful BI (business intelligence) tools. Significant among these was PowerPivot the free downloadable add-in for Excel. PowerPivot was developed by the SQL Server Analysis Services team at Microsoft with the aim of improving Excel as a Business Intelligence tool. It is not constrained by the size of the worksheet and Excel reports may be directly linked to multiple data sources residing on various platforms. PowerPivot is shipped with Excel 2013 as a com add-in and has a number of enhanced features.

Upon completing this course, participants will be:
*Able to install the PowerPivot add-in
*Familiar with the PowerPivot Ribbon
*Able to get data into PowerPivot from different sources
*Understand and use the Data Model
*Confident in establishing relationships between PowerPivot tables
*Familiar with the process of creating pivot reports using the PowerPivot field list
*Able to work with calculated formulas in the PowerPivot Window
*Able to create PivotTables from linked tables
*Understand and use Slicers and Timelines

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

Speaker
  • Sam Broder
    Sam Broder is a Senior Analyst in the Strategy & Member Health Analytics team at Medibank.

    He graduated as a BP Scholar from the 2018 Master of Business Analytics at the Melbourne Business School with First Class Honours.

    In his 4 years' experience as an analytics consultant, Sam dealt in the strategic assessment, development and delivery of analytical, data-driven and automated solutions. He liaised with clients to understand business problems, applying quantitative, analytical and research-driven methodologies to recommend and implement solutions that bring value to businesses.

    Having a deep knowledge of business intelligence, Sam has also led the delivery of Robotic Process Automation solutions. His consulting experience ranges private health insurance, tertiary education, government, marketing services and banking industries, amongst others.

    Previously, Sam's work has been across a range of roles within the sports analytics industry, including as a Statistician at the Australian Open.
    /-/media/corporate/allimages/cpa-congress-2019/2019-speakers/sam-broder.jpg?h=180&w=180&rev=e150993bd3cf49aebba768f9e8a7b9fe
10.30AM - 11.00AM
Morning tea
Afternoon
Concurrent sessions
1.30PM - 5.00PM
Finance fundamentals
MC19: Data Management - Filters and Functions

The management and reporting of data is an important feature of the modern business organization. Excel’s database and conditional functions provide considerable flexibility to extract and summarise data. Excel’s in-built filtering features are simple to use and are a very powerful and efficient way of extracting and summarising data. When conditional functions are integrated with array formulae enormous efficiencies may be achieved. The use of drop-down lists and combo boxes, when combined with database and lookup functions, extends the range of features available to extract various types of data from data bases or data lists. These features provide a convenient and flexible method of displaying key information using a simple mouse-click.

Upon completing this course, participants will be:
*Able to use AutoFilters and Advanced Filter techniques
*Import data from a Microsoft Access file and other database formats.
*Able to use a range of techniques to clean imported data
*Able to use Excel’s lookup and reference functions in a variety of ways
*Able to use conditional functions to extract summary information from databases
*Able to use dynamic range names effectively with conditional functions
*Able to use form controls, such as combo boxes, to selectively display information
*Use data validation to create lists to conditionally display information
*Able to use Microsoft Query to import data from external sources

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

Speaker
  • Anne Flaherty

    Anne Flaherty currently works as a Senior Research Analyst for CBRE Australia. Anne’s academic qualifications include a Master of Applied Econometrics and Bachelor of Commerce, Economics and Finance.

    Anne has a strong background in quantitative research methods, specialising in financial econometrics and forecasting methods. Anne's passion lies in digging deeper into the data and drawing actionable insights which aid businesses in decision making.

    Anne has worked across economic, property and market research, and conducted data analysis for clients in the financial sector. She has previously worked as a Teaching Associate at Monash University, teaching mathematics and statistics to Business students. Anne has been a presenter of Excel workshops for CPA Australia since 2013.

    /-/media/corporate/allimages/congress-2018/speaker-images/anne-flaherty.jpg?h=180&w=180&rev=dd37cbd129d34e2ea1e1862e846b24e2
1.30PM - 5.00PM
FULL
MC20: Power BI Desktop [Session Full – see MC51]

Prerequisite: Introduction to PowerPivot. Some familiarity with Power Query and Power View is desirable.

 Power BI Desktop is the Microsoft’s most recent addition to the Power BI suite – making data management and reporting more accessible to everyone and it does not require Excel - Power BI Desktop unifies the capabilities of Power Pivot, Power Query, and Power View.

Power BI Desktop is a feature-rich data mashup and report authoring tool. Combine data from disparate databases, files, and web services with visual tools that helps in understanding data quality and formatting issues automatically. With over 20 built-in visuals and a vibrant community of custom visualizations, create stunning reports that communicate your message effectively. The Power BI gateways may be used to connect SQL Server databases, Analysis Services models, and many other data sources to the same dashboards in Power BI.

Upon completing this course, participants will be:
*Able to download and install Power BI Desktop
*Understand to Power BI’s significant features
*Understand and apply the ELT (Extract Load and Transform) of Power BI
*Import data from files and the web, transform the data and create data models
*Understand and use the visualisations pallet and field list
*Create and format visualisations supported by the data model

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

Speaker
  • Sam Broder
    Sam Broder is a Senior Analyst in the Strategy & Member Health Analytics team at Medibank.

    He graduated as a BP Scholar from the 2018 Master of Business Analytics at the Melbourne Business School with First Class Honours.

    In his 4 years' experience as an analytics consultant, Sam dealt in the strategic assessment, development and delivery of analytical, data-driven and automated solutions. He liaised with clients to understand business problems, applying quantitative, analytical and research-driven methodologies to recommend and implement solutions that bring value to businesses.

    Having a deep knowledge of business intelligence, Sam has also led the delivery of Robotic Process Automation solutions. His consulting experience ranges private health insurance, tertiary education, government, marketing services and banking industries, amongst others.

    Previously, Sam's work has been across a range of roles within the sports analytics industry, including as a Statistician at the Australian Open.
    /-/media/corporate/allimages/cpa-congress-2019/2019-speakers/sam-broder.jpg?h=180&w=180&rev=e150993bd3cf49aebba768f9e8a7b9fe
1.30PM - 5.00PM
Finance fundamentals
MC21: Building Dashboards

*Prerequisite: Dashboards Foundations

This workshop, part II of the dashboard course, introduces participants to the concept of an Excel dashboard or executive report: a dynamic worksheet, which is visible on a standard computer screen. Participants will learn to use the familiar reporting tools available in Excel 2013, and earlier versions using the Ribbon interface.  Data may be imported to Excel from a variety of external sources to create a data source that supports the dashboard. A data model is developed to dynamically extract and display key metrics from the underlying data.

Upon completing this course, participants will be able to:
*Appreciate the benefits of dashboard reporting
*Understand the data model which funnels source data to a dashboard
*Employ key excel functions to organise the calculation area of a data model
*Integrate the various excel reporting tools to create dynamic dashboards
*Use Slicers to display different reports and Sparklines to examine trends
*Add interactive controls to dashboards
*Create dashboards supported by Tables and PivotTable reports

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

This workshop is conducted in Excel 2016, and is compatible with Excel versions 2007, 2010 and 2013 with the exception of some new features available in later versions.

Speaker
  • Dr John Byrne

    Dr John Byrne has undergraduate degrees in Civil Engineering and in Computer Science; he has a postgraduate teaching qualification, a Master’s degree in Mathematics and a PhD in Statistics.

    He commenced his working life as a Civil Engineer and in that profession worked in both the contracting and the consulting environments before turning to teaching as his chosen career. As an academic, he worked in a university business school developing a course in solving business problems using spreadsheets in the early 1990s and publishing a book based on the material covered in that course.

    He successfully supervised masters and doctoral research students. He published his own research output in prestigious, international journals and a number of his theoretical papers are included in the Science and Social Science citation indices. Additionally, he has worked as a consultant to governments, professional bodies and commercial organisations in financial modelling, financial planning and forecasting.

    He holds a certificate IV in workplace training and has frequently worked as a trainer for professional bodies and commercial organisations in financial planning, financial modelling, forecasting and also Excel based applications. He has been a regular presenter of Excel workshops for CPA Australia in the annual Melbourne Congress and throughout Australia since 1996

    /-/media/corporate/allimages/congress-2018/2018-speakers/speaker-images/john-byrne.jpg?h=180&w=180&rev=9c4250241bc0420797109d28527e5bdd
3.00PM - 3.30PM
Afternoon tea

Friday 18 October

Morning
8.30AM - 9.00AM
Registration and arrival
Concurrent sessions
9.00AM - 12.30PM
Finance fundamentals
MC22: Introduction to Microsoft Access
Prerequisites: It is recommended that participants have good level of competency with Microsoft products in general, experience and knowledge gained in other courses on spreadsheets, VBA and or power pivot will enhance the value this course provides to participants.

Microsoft Access, is a relational database management system from Microsoft that combines a relational database engine with a graphical user interface and software-development tools. It is a member of the Microsoft Office suite of applications. The relational database engine is the commonly used architecture in business with database like Oracle and SQL server also being relational in nature. The graphical user interface provided, along with the various wizards, make it easier for novices to get something complicated setup, while the possibility is still available to utilise SQL queries. The development language is the familiar VBA also found in Excel.

This Access Introduction Course is for people new to databases, and for self-taught users to enhance their knowledge. It enables a new skill to be learnt that will enable another class of business problems to be solved more efficiently and effectively. The key area of focus is the data and how it is captured, related to each other and converted into various forms of information to be used within an organisation. This introductory course draws together and extends the functionality and concepts covered in many Excel courses and Powerpivot course. 

Upon completing this seminar, participants will be able to:
Familiarisation with the Microsoft Access environment
Design and create a database
Create tables
Define the fields and properties for a table (eg. Primary Key)
Creating Table relationships
Entering Data
Finding Data
Creating Queries
Designing and creating forms and reports

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

The following should attend
those who wish to build on their knowledge of Excel, VBA, pivot tables and power pivot 
those who need to look to another mechanism other than Excel for manipulating data
those who desire to develop their skills in data modelling
Speaker
  • Dr Vince Bruno

    Dr Vince Bruno is a lecturer in the School of Business IT & Logistics at RMIT University. He has worked in IT industry and academia.Academically he has focused on the Information Systems area for teaching & learning and research activities.

    Vince has extensive experience teaching IT related courses from database, programming and the Microsoft range of products. In the research area he has predominantly focused on qualitative research methods having taught and supervised PhD students. He has a Bachelors and Masters in Computer Science and completed a PhD in Information Systems that examined the improvement of usability activities in IT projects.

    /-/media/corporate/allimages/congress-2018/2018-speakers/speaker-images/vince-bruno.jpg?h=180&w=180&rev=5d9ae465eec64b3f80ce5d980490e797
9.00AM - 12.30PM
Finance fundamentals
MC23: Data management: Filters and functions

The management and reporting of data is an important feature of the modern business organisation. Excel’s database and conditional functions provide considerable flexibility to extract and summarise data. Excel’s in-built filtering features are simple to use and are a very powerful and efficient way of extracting and summarising data. When conditional functions are integrated with array formulae enormous efficiencies may be achieved.  The use of drop-down lists and combo boxes, when combined with database and lookup functions, extends the range of features available to extract various types of data from data bases or data lists. These features provide a convenient and flexible method of displaying key information using a simple mouse-click.

Upon completing this course, participants will be:
*Able to use autofilters and advanced filter techniques
*Import data from a Microsoft Access file and other database formats.
*Able to use a range of techniques to clean imported data
*Able to use excel’s lookup and reference functions in a variety of ways
*Able to use conditional functions to extract summary information from databases
*Able to use dynamic range names effectively with conditional functions
*Able to use form controls, such as combo boxes, to selectively display information
*Use data validation to create lists to conditionally display information
*Able to use Microsoft Query to import data from external sources

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

Speaker
  • Anne Flaherty

    Anne Flaherty currently works as a Senior Research Analyst for CBRE Australia. Anne’s academic qualifications include a Master of Applied Econometrics and Bachelor of Commerce, Economics and Finance.

    Anne has a strong background in quantitative research methods, specialising in financial econometrics and forecasting methods. Anne's passion lies in digging deeper into the data and drawing actionable insights which aid businesses in decision making.

    Anne has worked across economic, property and market research, and conducted data analysis for clients in the financial sector. She has previously worked as a Teaching Associate at Monash University, teaching mathematics and statistics to Business students. Anne has been a presenter of Excel workshops for CPA Australia since 2013.

    /-/media/corporate/allimages/congress-2018/speaker-images/anne-flaherty.jpg?h=180&w=180&rev=dd37cbd129d34e2ea1e1862e846b24e2
9.00AM - 12.30PM
Finance fundamentals
FULL
MC24: Tips and Tricks to improve your Excel Productivity [ Session Full…
Excel is ubiquitous in the business environment and nearly all computer users will have made use of this software application at some stage during their working life.  Many end users of this application have been self-taught and may be using it inefficiently and perhaps not getting the maximum benefit from this very powerful business application.  Many experienced users of Excel have become power users due to their knowledge of the application, usually acquired through a combination of direct experience and attending training courses of various levels. 

This workshop will introduce techniques that can improve your productivity when using Excel and put you on the road to becoming a power user.  It will focus on productivity techniques using the new Ribbon interface and on those spreadsheet features that provide users with greater mastery of particular tools and functions to increase efficiency.

Aims and objectives:
Master shortcut techniques for copying and pasting
Master the Fill handle and other data entry techniques
Employ data entry techniques for layout and formula entry
Use Range Names to refer to specific data
Replace many formulas with one array formula
Apply Styles and Themes to worksheet data
Use formatting and the Format Painter for consistency of appearance 
Understand and use Custom Lists and Drop Down lists
Performing inexact searches
Creating an image of a range
Password protecting the Workbook
Limiting the usable area in a worksheet
Converting a List to a Table
Using the AutoSum function and the VLOOKUP function
Understand and use various Text and Reference functions
Understand and use Excel Tables, PivotTables and Sparklines
Use hyperlinks to navigate worksheets, send emails and access the Internet

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.
 
Speaker
  • Dr John Byrne

    Dr John Byrne has undergraduate degrees in Civil Engineering and in Computer Science; he has a postgraduate teaching qualification, a Master’s degree in Mathematics and a PhD in Statistics.

    He commenced his working life as a Civil Engineer and in that profession worked in both the contracting and the consulting environments before turning to teaching as his chosen career. As an academic, he worked in a university business school developing a course in solving business problems using spreadsheets in the early 1990s and publishing a book based on the material covered in that course.

    He successfully supervised masters and doctoral research students. He published his own research output in prestigious, international journals and a number of his theoretical papers are included in the Science and Social Science citation indices. Additionally, he has worked as a consultant to governments, professional bodies and commercial organisations in financial modelling, financial planning and forecasting.

    He holds a certificate IV in workplace training and has frequently worked as a trainer for professional bodies and commercial organisations in financial planning, financial modelling, forecasting and also Excel based applications. He has been a regular presenter of Excel workshops for CPA Australia in the annual Melbourne Congress and throughout Australia since 1996

    /-/media/corporate/allimages/congress-2018/2018-speakers/speaker-images/john-byrne.jpg?h=180&w=180&rev=9c4250241bc0420797109d28527e5bdd
10.30AM - 11.00AM
Morning tea
Afternoon
12.30PM - 1.30PM
Networking lunch
Concurrent sessions
1.30PM - 5.00PM
Finance fundamentals
MC25: Visualising Data Level 1: Building Dynamic Charts

Charts have long been a fundamental feature of the Excel spreadsheet. This very useful feature has been significantly improved in Excel 2007/2010/2013/2016.  A well-designed chart is an effective method of communicating key features of the data.

Identifying the most appropriate chart for the data is very important as a poor choice of chart may give rise to a distorted message.  Knowledge of the basic chart types, and an understanding of their appropriate use, is essential in presenting a business case.

It is possible to produce charts from pivot tables, customise charts and create interactive charts. Sparklines or mini charts (introduced in Excel 2010) draw attention to trends in data that would otherwise go unnoticed.  Charts are an essential component of business reports and are frequently based on data that changes over time as new data becomes available. Dynamic charts will automatically update to reflect any changes in the source data.

Upon completing this course, participants will be:
*Familiar with Excel's basic chart types
*Familiar with formatting and customising charts
*Able to create an interactive chart
*Able to create dynamic charts using range names
*Able to identify the right chart to use and avoid common mistakes
*Able to create Sparklines
*Able to add form controls to charts enhance the display of information
*Able to use key Excel functions to control chart display

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

Speaker
  • Dr John Byrne

    Dr John Byrne has undergraduate degrees in Civil Engineering and in Computer Science; he has a postgraduate teaching qualification, a Master’s degree in Mathematics and a PhD in Statistics.

    He commenced his working life as a Civil Engineer and in that profession worked in both the contracting and the consulting environments before turning to teaching as his chosen career. As an academic, he worked in a university business school developing a course in solving business problems using spreadsheets in the early 1990s and publishing a book based on the material covered in that course.

    He successfully supervised masters and doctoral research students. He published his own research output in prestigious, international journals and a number of his theoretical papers are included in the Science and Social Science citation indices. Additionally, he has worked as a consultant to governments, professional bodies and commercial organisations in financial modelling, financial planning and forecasting.

    He holds a certificate IV in workplace training and has frequently worked as a trainer for professional bodies and commercial organisations in financial planning, financial modelling, forecasting and also Excel based applications. He has been a regular presenter of Excel workshops for CPA Australia in the annual Melbourne Congress and throughout Australia since 1996

    /-/media/corporate/allimages/congress-2018/2018-speakers/speaker-images/john-byrne.jpg?h=180&w=180&rev=9c4250241bc0420797109d28527e5bdd
1.30PM - 5.00PM
Finance fundamentals
FULL
MC26: Introduction to PowerPivot [SESSION FULL]

With the release of excel 2010 Microsoft introduced some powerful BI (business intelligence) tools. Significant among these was PowerPivot the free downloadable add-in for Excel. PowerPivot was developed by the SQL Server Analysis Services team at Microsoft with the aim of improving Excel as a Business Intelligence tool. It is not constrained by the size of the worksheet and Excel reports may be directly linked to multiple data sources residing on various platforms. PowerPivot is shipped with Excel 2013 as a com add-in and has a number of enhanced features.

Upon completing this course, participants will be:
*Able to install the PowerPivot add-in
*Familiar with the PowerPivot Ribbon
*Able to get data into PowerPivot from different sources
*Understand and use the Data Model
*Confident in establishing relationships between PowerPivot tables
*Familiar with the process of creating pivot reports using the PowerPivot field list
*Able to work with calculated formulas in the PowerPivot Window
*Able to create PivotTables from linked tables
*Understand and use Slicers and Timelines

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

 

Speaker
  • Dr Vince Bruno

    Dr Vince Bruno is a lecturer in the School of Business IT & Logistics at RMIT University. He has worked in IT industry and academia.Academically he has focused on the Information Systems area for teaching & learning and research activities.

    Vince has extensive experience teaching IT related courses from database, programming and the Microsoft range of products. In the research area he has predominantly focused on qualitative research methods having taught and supervised PhD students. He has a Bachelors and Masters in Computer Science and completed a PhD in Information Systems that examined the improvement of usability activities in IT projects.

    /-/media/corporate/allimages/congress-2018/2018-speakers/speaker-images/vince-bruno.jpg?h=180&w=180&rev=5d9ae465eec64b3f80ce5d980490e797
1.30PM - 5.00PM
Finance fundamentals
FULL
MC27: Data management: Tables, pivot tables & consolidation [ SESSION F…

Tables and PivotTables are among Excel’s most powerful data management tools, making it relatively easy to build reports directly linked to a data source. Excel’s Data Consolidation tool effectively combines data from different worksheets or workbooks using row and column headings. Correctly specified row and column labels are extremely useful when the data destined for consolidation is located in different parts of a worksheet or in different areas of separate worksheets.

When conditional functions are integrated with array formulae enormous efficiencies may be achieved. The use of form controls, such as spinners and combo boxes, when combined with database and lookup functions, extends the range of features available to extract various types of data from data bases or data lists. These features provide a convenient and flexible method of displaying key information using a simple mouse-click. This course module will emphasise features of Excel’s new Ribbon interface and features that are new to 2007/2010/2013.

Upon completing this course, participants will be:
*Able to create Tables and understand structured referencing
*Able to use structured referencing to extract information from tables
*Able to use a tables as a dynamic range name to support PivotTable reports
*Able to build PivotTable reports from various data sources
*Able to create PivotTable reports based on multiple data sources
*Understand and use calculated fields and calculated items
*Understand grouping and apply it to PivotTable reports
*Able to employ the consolidate tool to create reports
*Employ PivotTables to consolidate data from various worksheets

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

Speaker
  • Anne Flaherty

    Anne Flaherty currently works as a Senior Research Analyst for CBRE Australia. Anne’s academic qualifications include a Master of Applied Econometrics and Bachelor of Commerce, Economics and Finance.

    Anne has a strong background in quantitative research methods, specialising in financial econometrics and forecasting methods. Anne's passion lies in digging deeper into the data and drawing actionable insights which aid businesses in decision making.

    Anne has worked across economic, property and market research, and conducted data analysis for clients in the financial sector. She has previously worked as a Teaching Associate at Monash University, teaching mathematics and statistics to Business students. Anne has been a presenter of Excel workshops for CPA Australia since 2013.

    /-/media/corporate/allimages/congress-2018/speaker-images/anne-flaherty.jpg?h=180&w=180&rev=dd37cbd129d34e2ea1e1862e846b24e2
3.00PM - 3.30PM
Afternoon tea

Monday 21 October

Morning
8.30AM - 9.00AM
Registration and arrival
Concurrent sessions
9.00AM - 12.30PM
Finance fundamentals
FULL
MC28: Dashboard foundations [SESSION FULL]

This workshop is designed to introduce key Excel tools required for the development of dashboards and is the first half of the dashboards course.

A dashboard consists of a collection of graphs, tables, statistical calculations and significant data enabling management to monitor critical processes in a business or organisation. Creating dashboards in Excel requires a sound knowledge of the tools available and an investment in the time required to master them.

Participants will master several reporting tools available in Excel that support dashboards. Data may be imported to Excel from a variety of external sources. It can then be linked to a variety of Excel objects such as graphs or tables, which are suitable for developing appropriate dashboards. Techniques for automatically updating dashboards when new data becomes available are also covered.

Upon completing this course, participants will be able to:
*Appreciate the benefits of dashboard reporting
*Understand and construct a data model that funnels source data to a dashboard
*Create mini-charts and labeling techniques for use with Excel Dashboards
*Employ key Excel functions to organise the calculation area of a data model
*Use Excel’s camera and linked picture tools to dynamically display tabular and graphical data
*Use Sparklines to display trends in data
*Add interactive controls to dashboards

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

This workshop is conducted in Excel 2016, and is compatible with Excel versions 2007, 2010 and 2013 with the exception of some new features available in later versions.

Speaker
  • Dr John Byrne

    Dr John Byrne has undergraduate degrees in Civil Engineering and in Computer Science; he has a postgraduate teaching qualification, a Master’s degree in Mathematics and a PhD in Statistics.

    He commenced his working life as a Civil Engineer and in that profession worked in both the contracting and the consulting environments before turning to teaching as his chosen career. As an academic, he worked in a university business school developing a course in solving business problems using spreadsheets in the early 1990s and publishing a book based on the material covered in that course.

    He successfully supervised masters and doctoral research students. He published his own research output in prestigious, international journals and a number of his theoretical papers are included in the Science and Social Science citation indices. Additionally, he has worked as a consultant to governments, professional bodies and commercial organisations in financial modelling, financial planning and forecasting.

    He holds a certificate IV in workplace training and has frequently worked as a trainer for professional bodies and commercial organisations in financial planning, financial modelling, forecasting and also Excel based applications. He has been a regular presenter of Excel workshops for CPA Australia in the annual Melbourne Congress and throughout Australia since 1996

    /-/media/corporate/allimages/congress-2018/2018-speakers/speaker-images/john-byrne.jpg?h=180&w=180&rev=9c4250241bc0420797109d28527e5bdd
9.00AM - 12.30PM
Finance fundamentals
MC29: VBA Level One

Prerequisites: It is recommended that participants have advanced spreadsheet skills although previous programming experience is not required.

Visual Basic for Applications (VBA) is a programming language which extends the functionality of the Microsoft Excel spreadsheet. As our skill with the spreadsheet reaches some critical level of mastery, the next logical step to improving workplace productivity is through VBA. Having built an efficient spreadsheet model to solve a business problem, it is often necessary to replicate such models using VBA.

This introductory course extends the functionality of Excel by developing the foundation for modular programming using VBA. The ability to create simple sub-procedures provides the important first step in automating routine tasks in Excel. With practice and experience it is then possible to develop more complex procedures that will ultimately lead to dramatic productivity improvements.

Upon completing this seminar, participants will be able to:
*Understand the basics of VBA and how it adds functionality to Excel
*Understand the structure of the VBA language
*Use the macro recorder to record simple tasks in Excel
*Use the macro recorder to assist with understanding VBA code
*Understand and use the Visual Basic Editor, Project Explorer window and the Object Browser
*Create procedures to solve modularised tasks
*Debug VBA procedures with the aid of built-in debugging tools
*Understand the concept of loops and program control

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

The following should attend:
-those who have advanced spreadsheet skills
-those who need to improve their efficiency in using Excel
-those who desire to develop their skills in Visual Basic for Applications

Speaker
  • Dr Jason Choo

    Dr Jason Choo has an undergraduate honours degree in Business, a Masters degree in Commerce and a PhD in finance.

    He has been a tenured academic in the Department of Banking and Finance of Monash University since 2002.

    Prior to academia, he worked as a private banker with Standard Chartered Bank in Singapore. Since 2005, Jason has consulted and trained for the CPA in professional development programs; specialising in the application of Excel to improve the productivity of accounting reports and business analysis.

    /-/media/corporate/allimages/congress-2018/2018-speakers/speaker-images/jason-choo.jpg?h=180&w=180&rev=0b509421754d402cba6868eabbe5cf01
9.00AM - 12.30PM
Finance fundamentals
FULL
MC30: Business forecasting models [SESSION FULL]
Since computers have come to dominate many aspects of our professional lives virtually every organisation is awash with data.  Very few organisations take the time to manage this data in a way that provides useful information about their clients or their products. Frequently business people look to their accountant for advice on how well they are performing and what they ought to be doing to plan for the future. Business forecasting models can help a business to understand its environment, improve its decision making and make better use of one of its key resources — its customer data base. 

The popular Excel spreadsheet application has a range of built-in functions and optimising routines that may be used to build effective forecasting models. An initial discourse on the issues involved in forecasting and a variety of forecasting models will be followed by participants considering three types of data most common in a business environment, namely data without trend, data with trend and data with trend and seasonality. Appropriate smoothing models will be fitted to the three types of data. 

Using a hands-on approach participants will have the opportunity to build and apply a range of statistical based forecasting models which can be employed to improve decision making in an environment of uncertainty.  Participants will be introduced to each of the data types and will have the opportunity to use the techniques outlined above during the master class.  

Upon completing this course, participants will be 
Familiar with a variety of common forecasting models
Be able to use Excel charts to identify patterns in data and identify suitable forecasting models.
Distinguish between a stationary and a non-stationary data series.
Able to identify and model trend and seasonality in business data
Able to choose appropriate models to deal with common business data
Able to compare forecasts and identify criteria to select the best model 
How to use Solver to select the optimal parameters for a model
Able to integrate forecasts with the budget process

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.
 
Speaker
  • Anne Flaherty

    Anne Flaherty currently works as a Senior Research Analyst for CBRE Australia. Anne’s academic qualifications include a Master of Applied Econometrics and Bachelor of Commerce, Economics and Finance.

    Anne has a strong background in quantitative research methods, specialising in financial econometrics and forecasting methods. Anne's passion lies in digging deeper into the data and drawing actionable insights which aid businesses in decision making.

    Anne has worked across economic, property and market research, and conducted data analysis for clients in the financial sector. She has previously worked as a Teaching Associate at Monash University, teaching mathematics and statistics to Business students. Anne has been a presenter of Excel workshops for CPA Australia since 2013.

    /-/media/corporate/allimages/congress-2018/speaker-images/anne-flaherty.jpg?h=180&w=180&rev=dd37cbd129d34e2ea1e1862e846b24e2
10.30AM - 11.00AM
Morning tea
Afternoon
12.30PM - 1.30PM
Networking lunch
Concurrent sessions
1.30PM - 5.00PM
Finance fundamentals
MC31: Building dashboards

Prequisite: Dashboards foundations

This workshop, part II of the dashboard course, introduces participants to the concept of an Excel dashboard or executive report: a dynamic worksheet, which is visible on a standard computer screen. Participants will learn to use the familiar reporting tools available in Excel 2013, and earlier versions using the Ribbon interface.  Data may be imported to Excel from a variety of external sources to create a data source that supports the dashboard. A data model is developed to dynamically extract and display key metrics from the underlying data. 

Upon completing this course, participants will be able to:
*Appreciate the benefits of dashboard reporting
*Understand the data model which funnels source data to a dashboard
*Employ key Excel functions to organise the calculation area of a data model
*Integrate the various Excel reporting tools to create dynamic dashboards
*Use Slicers to display different reports and Sparklines to examine trends
*Add interactive controls to dashboards
*Create dashboards supported by Tables and PivotTable reports

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

This workshop is conducted in Excel 2016, and is compatible with Excel versions 2007, 2010 and 2013 with the exception of some new features available in later versions.

Speaker
  • Dr John Byrne

    Dr John Byrne has undergraduate degrees in Civil Engineering and in Computer Science; he has a postgraduate teaching qualification, a Master’s degree in Mathematics and a PhD in Statistics.

    He commenced his working life as a Civil Engineer and in that profession worked in both the contracting and the consulting environments before turning to teaching as his chosen career. As an academic, he worked in a university business school developing a course in solving business problems using spreadsheets in the early 1990s and publishing a book based on the material covered in that course.

    He successfully supervised masters and doctoral research students. He published his own research output in prestigious, international journals and a number of his theoretical papers are included in the Science and Social Science citation indices. Additionally, he has worked as a consultant to governments, professional bodies and commercial organisations in financial modelling, financial planning and forecasting.

    He holds a certificate IV in workplace training and has frequently worked as a trainer for professional bodies and commercial organisations in financial planning, financial modelling, forecasting and also Excel based applications. He has been a regular presenter of Excel workshops for CPA Australia in the annual Melbourne Congress and throughout Australia since 1996

    /-/media/corporate/allimages/congress-2018/2018-speakers/speaker-images/john-byrne.jpg?h=180&w=180&rev=9c4250241bc0420797109d28527e5bdd
1.30pm - 5.00pm
Finance fundamentals
FULL
MC32: Financial Models [Session Full – See MC46]

Building financial models in Excel requires a structured approach and a sound knowledge of the various tools available in the spreadsheet application. Building models in Excel is relatively easy for most analysts, however a model that has not been well designed can lead to incorrect conclusions. Spreadsheet models should be designed for accuracy and subjected to robust testing. This module focuses on a structured approach to spreadsheet model building.

Learning outcomes
After completing this module participants will:
*Be familiar with specific features of Excel 2016 (including 2007, 2010 & 2013)
*Develop an appreciation for the benefits of properly constructing spreadsheet based financial models
*Design structured spreadsheets models that clearly identifies inputs, calculations and results
*Acquire an applied knowledge of selected Excel financial functions
*Build an efficient model to incorporate the measurement of risk
*Carry out 'what if' scenario analysis, including the use of in-built scenario summaries and scenario pivot tables
*Identification of the best and worst outcomes and how they may be used in a decision framework
*Develop optimisation models using Solver and have an appreciation for the reports generated by Solver.
*Have an appreciation for the limitations of modelling

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

Speaker
  • Dr Jason Choo

    Dr Jason Choo has an undergraduate honours degree in Business, a Masters degree in Commerce and a PhD in finance.

    He has been a tenured academic in the Department of Banking and Finance of Monash University since 2002.

    Prior to academia, he worked as a private banker with Standard Chartered Bank in Singapore. Since 2005, Jason has consulted and trained for the CPA in professional development programs; specialising in the application of Excel to improve the productivity of accounting reports and business analysis.

    /-/media/corporate/allimages/congress-2018/2018-speakers/speaker-images/jason-choo.jpg?h=180&w=180&rev=0b509421754d402cba6868eabbe5cf01
1.30PM - 5.00PM
Finance fundamentals
MC33: Visualising Data Level 2: Interactive Charts

Charts are an effective method of visually communicating important features of underlying data.  Charts are employed in various ways to accentuate corporate reporting, to draw attention to important trends, to simplify a complex message and for numerous other purposes.

Excel’s charting tools have a great deal to offer the analyst in terms of ease of use and diversity of chart types. When charts are combined with some of Excel’s other tools the ability to analyse and report key features of data is significantly enhanced. Excel’s database interface may be employed to query a diverse range of data sources. Data that meets specific criteria may be extracted from the database and serve as the source series for an interactive chart. Interactive charts provide a range of options which may include automatically updating the chart when the data source changes and examining related questions using form controls. 

Upon completing this course, participants will be:
*able to use Excel's basic chart types
*familiar with and able to create dynamic range names
*able to extract data from a database based on some given criteria
*able to use Excel’s INDEX, MATCH and OFFSET functions to organize data
*able to use conditional functions
*able to employ tables as a dynamic source to support charts
*familiar with and able to use form controls
*able to highlight a sub-section of a chart and employ a chart window to display a segment of the data

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

Speaker
  • Anne Flaherty

    Anne Flaherty currently works as a Senior Research Analyst for CBRE Australia. Anne’s academic qualifications include a Master of Applied Econometrics and Bachelor of Commerce, Economics and Finance.

    Anne has a strong background in quantitative research methods, specialising in financial econometrics and forecasting methods. Anne's passion lies in digging deeper into the data and drawing actionable insights which aid businesses in decision making.

    Anne has worked across economic, property and market research, and conducted data analysis for clients in the financial sector. She has previously worked as a Teaching Associate at Monash University, teaching mathematics and statistics to Business students. Anne has been a presenter of Excel workshops for CPA Australia since 2013.

    /-/media/corporate/allimages/congress-2018/speaker-images/anne-flaherty.jpg?h=180&w=180&rev=dd37cbd129d34e2ea1e1862e846b24e2
3.00PM - 3.30PM
Afternoon tea

Tuesday 22 October

Morning
8.30AM - 9.00AM
Registration and arrival
Concurrent sessions
9.00AM - 12.30PM
Finance fundamentals
FULL
MC34: Tips and Tricks to improve your Excel Productivity [SESSION FULL]
Excel is ubiquitous in the business environment and nearly all computer users will have made use of this software application at some stage during their working life.  Many end users of this application have been self-taught and may be using it inefficiently and perhaps not getting the maximum benefit from this very powerful business application.  Many experienced users of Excel have become power users due to their knowledge of the application, usually acquired through a combination of direct experience and attending training courses of various levels. 

This workshop will introduce techniques that can improve your productivity when using Excel and put you on the road to becoming a power user.  It will focus on productivity techniques using the new Ribbon interface and on those spreadsheet features that provide users with greater mastery of particular tools and functions to increase efficiency.

Aims and objectives:
Master shortcut techniques for copying and pasting
Master the Fill handle and other data entry techniques
Employ data entry techniques for layout and formula entry
Use Range Names to refer to specific data
Replace many formulas with one array formula
Apply Styles and Themes to worksheet data
Use formatting and the Format Painter for consistency of appearance 
Understand and use Custom Lists and Drop Down lists
Performing inexact searches
Creating an image of a range
Password protecting the Workbook
Limiting the usable area in a worksheet
Converting a List to a Table
Using the AutoSum function and the VLOOKUP function
Understand and use various Text and Reference functions
Understand and use Excel Tables, PivotTables and Sparklines
Use hyperlinks to navigate worksheets, send emails and access the Internet

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.
 
Speaker
  • Dr John Byrne

    Dr John Byrne has undergraduate degrees in Civil Engineering and in Computer Science; he has a postgraduate teaching qualification, a Master’s degree in Mathematics and a PhD in Statistics.

    He commenced his working life as a Civil Engineer and in that profession worked in both the contracting and the consulting environments before turning to teaching as his chosen career. As an academic, he worked in a university business school developing a course in solving business problems using spreadsheets in the early 1990s and publishing a book based on the material covered in that course.

    He successfully supervised masters and doctoral research students. He published his own research output in prestigious, international journals and a number of his theoretical papers are included in the Science and Social Science citation indices. Additionally, he has worked as a consultant to governments, professional bodies and commercial organisations in financial modelling, financial planning and forecasting.

    He holds a certificate IV in workplace training and has frequently worked as a trainer for professional bodies and commercial organisations in financial planning, financial modelling, forecasting and also Excel based applications. He has been a regular presenter of Excel workshops for CPA Australia in the annual Melbourne Congress and throughout Australia since 1996

    /-/media/corporate/allimages/congress-2018/2018-speakers/speaker-images/john-byrne.jpg?h=180&w=180&rev=9c4250241bc0420797109d28527e5bdd
9.00AM - 12.30PM
Finance fundamentals
MC35: VBA Level One
Prerequisites: It is recommended that participants have advanced spreadsheet skills although previous programming experience is not required.

Visual Basic for Applications (VBA) is a programming language which extends the functionality of the Microsoft Excel spreadsheet. As our skill with the spreadsheet reaches some critical level of mastery, the next logical step to improving workplace productivity is through VBA. Having built an efficient spreadsheet model to solve a business problem, it is often necessary to replicate such models using VBA.

This introductory course extends the functionality of Excel by developing the foundation for modular programming using VBA. The ability to create simple sub-procedures provides the important first step in automating routine tasks in Excel. With practice and experience it is then possible to develop more complex procedures that will ultimately lead to dramatic productivity improvements.

Upon completing this seminar, participants will be able to:
Understand the basics of VBA and how it adds functionality to Excel
Understand the structure of the VBA language
Use the macro recorder to record simple tasks in Excel
Use the macro recorder to assist with understanding VBA code
Understand and use the Visual Basic Editor, Project Explorer window and the Object Browser
Create procedures to solve modularised tasks
Debug VBA procedures with the aid of built-in debugging tools
Understand the concept of loops and program control

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

The following should attend
those who have advanced spreadsheet skills
those who need to improve their efficiency in using Excel
those who desire to develop their skills in Visual Basic for Applications
Speaker
  • Dr Jason Choo

    Dr Jason Choo has an undergraduate honours degree in Business, a Masters degree in Commerce and a PhD in finance.

    He has been a tenured academic in the Department of Banking and Finance of Monash University since 2002.

    Prior to academia, he worked as a private banker with Standard Chartered Bank in Singapore. Since 2005, Jason has consulted and trained for the CPA in professional development programs; specialising in the application of Excel to improve the productivity of accounting reports and business analysis.

    /-/media/corporate/allimages/congress-2018/2018-speakers/speaker-images/jason-choo.jpg?h=180&w=180&rev=0b509421754d402cba6868eabbe5cf01
9.00AM - 12.30PM
Finance fundamentals
MC36: DAX formulas for PowerPivot

Prerequisite: Introduction to PowerPivot

DAX (Data Analysis eXchange) is the formula language available in PowerPivot. Some of Excel’s power and flexibility is attributed to the huge range of functions available to the analyst.   Many DAX functions are similar to Excel functions, making them easier to use and understand for regular Excel users. DAX was developed to increase the flexibility of PowerPivot and carry out calculations that are typically employed in the business environment. DAX is employed to create new fields, combine fields from several tables, even combine tables and perform various forms of customisation.

Upon completing this course, participants will be:
*Able to download and install the PowerPivot add-in
*Able to build a Data Model in PowerPivot
*Able to understand the structure of the DAX formula language
*Familiar with and able to use DAX functions
*Able to create calculated fields to support multiple PivotTable reports
*Able to use DAX formula to construct new fields from data sourced in different tables
*Able to use Aggregation functions and Date & Time functions

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

Speaker
  • Dr Vince Bruno

    Dr Vince Bruno is a lecturer in the School of Business IT & Logistics at RMIT University. He has worked in IT industry and academia.Academically he has focused on the Information Systems area for teaching & learning and research activities.

    Vince has extensive experience teaching IT related courses from database, programming and the Microsoft range of products. In the research area he has predominantly focused on qualitative research methods having taught and supervised PhD students. He has a Bachelors and Masters in Computer Science and completed a PhD in Information Systems that examined the improvement of usability activities in IT projects.

    /-/media/corporate/allimages/congress-2018/2018-speakers/speaker-images/vince-bruno.jpg?h=180&w=180&rev=5d9ae465eec64b3f80ce5d980490e797
10.30AM - 11.00AM
Morning tea
Afternoon
12.30PM - 1.30PM
Networking lunch
Concurrent sessions
1.30PM - 5.00PM
Finance fundamentals
MC37: Business forecasting models

Since computers have come to dominate many aspects of our professional lives virtually every organisation is awash with data.  Very few organisations take the time to manage this data in a way that provides useful information about their clients or their products. Frequently business people look to their accountant for advice on how well they are performing and what they ought to be doing to plan for the future. Business forecasting models can help a business to understand its environment, improve its decision making and make better use of one of its key resources — its customer data base.

The popular Excel spreadsheet application has a range of built-in functions and optimising routines that may be used to build effective forecasting models. An initial discourse on the issues involved in forecasting and a variety of forecasting models will be followed by participants considering three types of data most common in a business environment, namely data without trend, data with trend and data with trend and seasonality. Appropriate smoothing models will be fitted to the three types of data.

Using a hands-on approach participants will have the opportunity to build and apply a range of statistical based forecasting models which can be employed to improve decision making in an environment of uncertainty.  Participants will be introduced to each of the data types and will have the opportunity to use the techniques outlined above during the master class. 

Upon completing this course, participants will be:
*Familiar with a variety of common forecasting models
*Be able to use Excel charts to identify patterns in data and identify suitable forecasting models.
*Distinguish between a stationary and a non-stationary data series
*Able to identify and model trend and seasonality in business data
*Able to choose appropriate models to deal with common business data
*Able to compare forecasts and identify criteria to select the best model
*How to use Solver to select the optimal parameters for a model
*Able to integrate forecasts with the budget process

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

Speaker
  • Anne Flaherty

    Anne Flaherty currently works as a Senior Research Analyst for CBRE Australia. Anne’s academic qualifications include a Master of Applied Econometrics and Bachelor of Commerce, Economics and Finance.

    Anne has a strong background in quantitative research methods, specialising in financial econometrics and forecasting methods. Anne's passion lies in digging deeper into the data and drawing actionable insights which aid businesses in decision making.

    Anne has worked across economic, property and market research, and conducted data analysis for clients in the financial sector. She has previously worked as a Teaching Associate at Monash University, teaching mathematics and statistics to Business students. Anne has been a presenter of Excel workshops for CPA Australia since 2013.

    /-/media/corporate/allimages/congress-2018/speaker-images/anne-flaherty.jpg?h=180&w=180&rev=dd37cbd129d34e2ea1e1862e846b24e2
1.30PM - 5.00PM
Finance fundamentals
MC38: VBA Level Two
Prerequisites: It is recommended that participants have advanced spreadsheet skills although previous programming experience is not required.

Visual Basic for Applications (VBA) is a programming language which extends the functionality of the Microsoft Excel spreadsheet. As our skill with the spreadsheet reaches some critical level of mastery, the next logical step to improving workplace productivity is through VBA. Having built an efficient spreadsheet model to solve a business problem, it is often necessary to replicate such models using VBA.

This introductory course extends the functionality of Excel by developing the foundation for modular programming using VBA. The ability to create simple sub-procedures provides the important first step in automating routine tasks in Excel. With practice and experience it is then possible to develop more complex procedures that will ultimately lead to dramatic productivity improvements.

Upon completing this seminar, participants will be able to:
Understand the basics of VBA and how it adds functionality to Excel
Understand the struPrerequisites: It is recommended that course participants have advanced spreadsheet skills and have completed the Level One course (introduction to VBA).

This workshop builds on the concepts introduce in the Level One course. Automating tasks in Excel is a logical next step for those with a high degree of proficiency with spreadsheets. This is achieved to some degree using the ‘macro recorder’. Using the ‘recorder’ in a range of different scenarios will provide important insights about the process of automation and serve as the basis in understanding the code it generates. For those skilled in this macro language, enormous productivity and efficiency gains may be achieved.  Routine reports may be produced with the click of a button and many common tasks automated.

Each Microsoft Office application has a unique set of coding instructions referred to as the object model - this workshop focuses on the Excel object model. The code generated by the macro recorder is the programming language VBA (Visual Basic for Applications).  A great approach to follow in learning this language is to employ the macro recorder while completing simple Excel tasks, such as creating charts and Pivot Table, and then examine the code generated.
 
As might be expected with any formal language, a solid grounding in the structure of the language will provide significant benefits over time. The power of VBA becomes more apparent as one’s knowledge of the language increases and with the experience gained from using it to automate progressively more complex tasks.  A commitment over time is therefore necessary to acquire a mastery of the language.

Key topics covered:
Generate code by using the Macro Recorder for specific Excel tasks
Understand various types of Excel objects
Understand and use the code generated by the macro recorder
Learn about naming and code writing conventions 
Use the macro recorder to generate and understand the code required for the creation of Pivot Tables and Charts 
Use VBA and MS Outlook to email Excel files and add data to Word documents

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

The following should attend:
those who have advanced spreadsheet skills
those who need to improve their efficiency in using Excel
those who desire to develop their skills in Visual Basic for Applications
 
Speaker
  • Dr Vince Bruno

    Dr Vince Bruno is a lecturer in the School of Business IT & Logistics at RMIT University. He has worked in IT industry and academia.Academically he has focused on the Information Systems area for teaching & learning and research activities.

    Vince has extensive experience teaching IT related courses from database, programming and the Microsoft range of products. In the research area he has predominantly focused on qualitative research methods having taught and supervised PhD students. He has a Bachelors and Masters in Computer Science and completed a PhD in Information Systems that examined the improvement of usability activities in IT projects.

    /-/media/corporate/allimages/congress-2018/2018-speakers/speaker-images/vince-bruno.jpg?h=180&w=180&rev=5d9ae465eec64b3f80ce5d980490e797
1.30PM - 5.00PM
Finance fundamentals
MC39: Advanced filter techniques

Excel’s Auto and Advanced filter features are an excellent method of filtering data stored in an Excel list or database. The Auto Filter is intuitive and easy to use. The Advanced filter requires greater effort to understand and use. A significant benefit of the Advanced filter is the ability to extract records from a data source and display them in a different worksheet or even a different workbook. The Advanced filter allows for the extraction of records based on more complex criteria.

Adding to Excel’s considerable filtering capabilities is the capacity to extract records from a data source using functions. Functions are the basis for the dynamic extraction of information when the extraction criteria changes or the data source has been updated.

Successful completion of this module will provide participants with the following skills:
*Understand applications of Logical functions in Excel
*Use Logical functions as criteria with the Advanced Filter
*Create drop-down lists and dependent lists using Data Validation
*Able to assign static and dynamic range names
*Use array formulas with a variety of mathematical operators
*Understand the different uses of the AGGREGATE function (new in Excel 2010)
*Display data using worksheet controls
*Create a Gage chart to display relative position in a database
*Build a basic search engine in Excel
*Construct a dynamic sub-list based on search characters

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

Speaker
  • Dr Jason Choo

    Dr Jason Choo has an undergraduate honours degree in Business, a Masters degree in Commerce and a PhD in finance.

    He has been a tenured academic in the Department of Banking and Finance of Monash University since 2002.

    Prior to academia, he worked as a private banker with Standard Chartered Bank in Singapore. Since 2005, Jason has consulted and trained for the CPA in professional development programs; specialising in the application of Excel to improve the productivity of accounting reports and business analysis.

    /-/media/corporate/allimages/congress-2018/2018-speakers/speaker-images/jason-choo.jpg?h=180&w=180&rev=0b509421754d402cba6868eabbe5cf01
3.00PM - 3.30PM
Afternoon tea

Wednesday 23 October

Morning
8.30AM - 9.00AM
Registration and arrival
Concurrent sessions
9.00AM - 12.30PM
Finance fundamentals
MC40: Business Forecasting Models
Since computers have come to dominate many aspects of our professional lives virtually every organisation is awash with data.  Very few organisations take the time to manage this data in a way that provides useful information about their clients or their products. Frequently business people look to their accountant for advice on how well they are performing and what they ought to be doing to plan for the future. Business forecasting models can help a business to understand its environment, improve its decision making and make better use of one of its key resources — its customer data base. 

The popular Excel spreadsheet application has a range of built-in functions and optimising routines that may be used to build effective forecasting models. An initial discourse on the issues involved in forecasting and a variety of forecasting models will be followed by participants considering three types of data most common in a business environment, namely data without trend, data with trend and data with trend and seasonality. Appropriate smoothing models will be fitted to the three types of data. 

Using a hands-on approach participants will have the opportunity to build and apply a range of statistical based forecasting models which can be employed to improve decision making in an environment of uncertainty.  Participants will be introduced to each of the data types and will have the opportunity to use the techniques outlined above during the master class.  

Upon completing this course, participants will be 
Familiar with a variety of common forecasting models
Be able to use Excel charts to identify patterns in data and identify suitable forecasting models.
Distinguish between a stationary and a non-stationary data series.
Able to identify and model trend and seasonality in business data
Able to choose appropriate models to deal with common business data
Able to compare forecasts and identify criteria to select the best model 
How to use Solver to select the optimal parameters for a model
Able to integrate forecasts with the budget process

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

Speaker
  • Anne Flaherty

    Anne Flaherty currently works as a Senior Research Analyst for CBRE Australia. Anne’s academic qualifications include a Master of Applied Econometrics and Bachelor of Commerce, Economics and Finance.

    Anne has a strong background in quantitative research methods, specialising in financial econometrics and forecasting methods. Anne's passion lies in digging deeper into the data and drawing actionable insights which aid businesses in decision making.

    Anne has worked across economic, property and market research, and conducted data analysis for clients in the financial sector. She has previously worked as a Teaching Associate at Monash University, teaching mathematics and statistics to Business students. Anne has been a presenter of Excel workshops for CPA Australia since 2013.

    /-/media/corporate/allimages/congress-2018/speaker-images/anne-flaherty.jpg?h=180&w=180&rev=dd37cbd129d34e2ea1e1862e846b24e2
9.00AM - 12.30PM
Finance fundamentals
FULL
MC41: Tips and Tricks to improve your Excel Productivity [SESSION FULL]
Excel is ubiquitous in the business environment and nearly all computer users will have made use of this software application at some stage during their working life.  Many end users of this application have been self-taught and may be using it inefficiently and perhaps not getting the maximum benefit from this very powerful business application.  Many experienced users of Excel have become power users due to their knowledge of the application, usually acquired through a combination of direct experience and attending training courses of various levels. 

This workshop will introduce techniques that can improve your productivity when using Excel and put you on the road to becoming a power user.  It will focus on productivity techniques using the new Ribbon interface and on those spreadsheet features that provide users with greater mastery of particular tools and functions to increase efficiency.

Aims and objectives:
Master shortcut techniques for copying and pasting
Master the Fill handle and other data entry techniques
Employ data entry techniques for layout and formula entry
Use Range Names to refer to specific data
Replace many formulas with one array formula
Apply Styles and Themes to worksheet data
Use formatting and the Format Painter for consistency of appearance 
Understand and use Custom Lists and Drop Down lists
Performing inexact searches
Creating an image of a range
Password protecting the Workbook
Limiting the usable area in a worksheet
Converting a List to a Table
Using the AutoSum function and the VLOOKUP function
Understand and use various Text and Reference functions
Understand and use Excel Tables, PivotTables and Sparklines
Use hyperlinks to navigate worksheets, send emails and access the Internet

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

 
Speaker
  • Miriam O'Brien

    Miriam O'Brien offers management consulting services to Federal, State and Local Government, large corporations, small and medium businesses, industry and community-based organisations and professional associations.

    Miriam O'Brien established the firm in 1991 after four years senior consulting experience with Touche Ross / KPMG Management Consultants.

    She draws on experience in both public and private sectors, including seven years in a senior role in State Government and several years in the manufacturing and service sectors.

    Miriam has a Master of Business Administration and Bachelor of Agricultural Science (Honours). She is a member of the Australian Institute of Company Directors and has presented at the CPA Congress for a number of years.


    /-/media/corporate/allimages/congress-2018/2018-speakers/speaker-images/miriam-o_brien.jpg?h=180&w=180&rev=353a6517266a48b8989a1c6a9bc691b2
9.00AM - 12.30PM
Finance fundamentals
MC42: Dashboard Foundations
This workshop is designed to introduce the key Excel tools that are required for the development of dashboards and is the first half of the dashboards course. Mastery of the foundations, the role of this workshop, is required in order to produce interactive electronic dashboards.  A dashboard consists of a collection of graphs, tables, statistical calculations and significant data enabling management to monitor critical processes in a business or organisation.  Creating dashboards in Excel requires a sound knowledge of the tools available and an investment in the time required to master them.

Participants will master several reporting tools available in Excel that support dashboards.  Data may be imported to Excel from a variety of external sources. It can then be linked to a variety of Excel objects such as graphs or tables, which are suitable for developing appropriate dashboards.  Techniques for automatically updating dashboards when new data becomes available are also covered.

Upon completing this course, participants will be able to:
Appreciate the benefits of Dashboard reporting
Understand and construct a data model that funnels source data to a Dashboard
Create mini-charts and labeling techniques for use with Excel Dashboards
Employ key Excel functions to organize the calculation area of a data model
Use Excel’s camera and linked picture tools to dynamically display tabular and graphical data
Use Sparklines to display trends in data
Add interactive controls to Dashboards

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

This workshop is conducted in Excel 2016, and is compatible with Excel versions 2007, 2010 and 2013 with the exception of some new features available in later versions. 

 
Speaker
  • Dr John Byrne

    Dr John Byrne has undergraduate degrees in Civil Engineering and in Computer Science; he has a postgraduate teaching qualification, a Master’s degree in Mathematics and a PhD in Statistics.

    He commenced his working life as a Civil Engineer and in that profession worked in both the contracting and the consulting environments before turning to teaching as his chosen career. As an academic, he worked in a university business school developing a course in solving business problems using spreadsheets in the early 1990s and publishing a book based on the material covered in that course.

    He successfully supervised masters and doctoral research students. He published his own research output in prestigious, international journals and a number of his theoretical papers are included in the Science and Social Science citation indices. Additionally, he has worked as a consultant to governments, professional bodies and commercial organisations in financial modelling, financial planning and forecasting.

    He holds a certificate IV in workplace training and has frequently worked as a trainer for professional bodies and commercial organisations in financial planning, financial modelling, forecasting and also Excel based applications. He has been a regular presenter of Excel workshops for CPA Australia in the annual Melbourne Congress and throughout Australia since 1996

    /-/media/corporate/allimages/congress-2018/2018-speakers/speaker-images/john-byrne.jpg?h=180&w=180&rev=9c4250241bc0420797109d28527e5bdd
10.30AM - 11.00AM
Morning tea
Afternoon
12.30PM - 1.30PM
Networking lunch
Concurrent sessions
1.30PM - 5.00PM
Finance fundamentals
MC43: Powerful Presentations using Microsoft Office
The hard work has been done.  The analysis is complete, but how best to present this information?  This course will help you build your presentation skills to communicate more effectively with your audience.  

Microsoft Office 2016 has a number of options for integrating and automatically updating information between Word, Excel and PowerPoint.  Making use of these features provides for greater accuracy, simplifies the report preparation process and helps get the message across more clearly and easily.

This course will also cover the basic rules of presentation and tips for tailoring your report or slide show for the audience.  
Upon completing this course, participants will:
Know how to structure your presentation or report so that the information “sticks” with your audience
Be more productive, learning valuable shortcuts for preparing presentations and reports
Be familiar with different ways of linking or copying information between Word, Excel and PowerPoint
Be able to display in one application, using updateable charts and tables that were created in another application through dynamic links
Be able to copy charts and tables from one application to another
Know how to use features like animation and hyperlinks in Microsoft PowerPoint
Have learnt different ways of saving your PowerPoint slide show and which to choose for different purposes
Know how to avoid common pitfalls and “wow” your audience with easy-to-use features and guidelines for good presentation
Understand how best to use PowerPoint, Word and Excel to convey a message, as stand-alone as well as integrated applications
Have learnt some tips for making a Word report more readable, making good use of templates, styles, and dynamically shared charts and data.
Join this course if you:
Want to improve the way you present information and ‘wow’ your audience, making it easier for your audience to understand the message
Give presentations in front of a live audience or from a distance, such as via the internet
Prepare written reports
Have a basic working knowledge of Microsoft Word and Excel (some knowledge of PowerPoint will be an advantage but is not essential).

Speaker
  • Miriam O'Brien

    Miriam O'Brien offers management consulting services to Federal, State and Local Government, large corporations, small and medium businesses, industry and community-based organisations and professional associations.

    Miriam O'Brien established the firm in 1991 after four years senior consulting experience with Touche Ross / KPMG Management Consultants.

    She draws on experience in both public and private sectors, including seven years in a senior role in State Government and several years in the manufacturing and service sectors.

    Miriam has a Master of Business Administration and Bachelor of Agricultural Science (Honours). She is a member of the Australian Institute of Company Directors and has presented at the CPA Congress for a number of years.


    /-/media/corporate/allimages/congress-2018/2018-speakers/speaker-images/miriam-o_brien.jpg?h=180&w=180&rev=353a6517266a48b8989a1c6a9bc691b2
1.30PM - 5.00PM
Finance fundamentals
MC44: Building Dashboards

Prerequisite: Dashboards Foundations

This workshop, part II of the dashboard course, introduces participants to the concept of an Excel dashboard or executive report: a dynamic worksheet, which is visible on a standard computer screen. Participants will learn to use the familiar reporting tools available in Excel 2013, and earlier versions using the Ribbon interface.  Data may be imported to Excel from a variety of external sources to create a data source that supports the dashboard. A data model is developed to dynamically extract and display key metrics from the underlying data. 

Upon completing this course, participants will be able to:
*Appreciate the benefits of dashboard reporting
*Understand the data model which funnels source data to a dashboard
*Employ key Excel functions to organise the calculation area of a data model
*Integrate the various Excel reporting tools to create dynamic dashboards
*Use Slicers to display different reports and Sparklines to examine trends
*Add interactive controls to dashboards
*Create dashboards supported by Tables and PivotTable reports

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

This workshop is conducted in Excel 2016, and is compatible with Excel versions 2007, 2010 and 2013 with the exception of some new features available in later versions.

Speaker
  • Dr John Byrne

    Dr John Byrne has undergraduate degrees in Civil Engineering and in Computer Science; he has a postgraduate teaching qualification, a Master’s degree in Mathematics and a PhD in Statistics.

    He commenced his working life as a Civil Engineer and in that profession worked in both the contracting and the consulting environments before turning to teaching as his chosen career. As an academic, he worked in a university business school developing a course in solving business problems using spreadsheets in the early 1990s and publishing a book based on the material covered in that course.

    He successfully supervised masters and doctoral research students. He published his own research output in prestigious, international journals and a number of his theoretical papers are included in the Science and Social Science citation indices. Additionally, he has worked as a consultant to governments, professional bodies and commercial organisations in financial modelling, financial planning and forecasting.

    He holds a certificate IV in workplace training and has frequently worked as a trainer for professional bodies and commercial organisations in financial planning, financial modelling, forecasting and also Excel based applications. He has been a regular presenter of Excel workshops for CPA Australia in the annual Melbourne Congress and throughout Australia since 1996

    /-/media/corporate/allimages/congress-2018/2018-speakers/speaker-images/john-byrne.jpg?h=180&w=180&rev=9c4250241bc0420797109d28527e5bdd
1.30PM - 5.00PM
Finance fundamentals
FULL
MC45: Data Management - Tables, Pivot Tables and Consolidation [SESSION…

Tables and PivotTables are among Excel’s most powerful data management tools, making it relatively easy to build reports directly linked to a data source. Excel’s Data Consolidation tool effectively combines data from different worksheets or workbooks using row and column headings. Correctly specified row and column labels are extremely useful when the data destined for consolidation is located in different parts of a worksheet or in different areas of separate worksheets.                                                   

When conditional functions are integrated with array formulae enormous efficiencies may be achieved.  The use of form controls, such as spinners and combo boxes, when combined with database and lookup functions, extends the range of features available to extract various types of data from data bases or data lists. These features provide a convenient and flexible method of displaying key information using a simple mouse-click. This course module will emphasise features of Excel’s new Ribbon interface and features that are new to 2007/2010/2013.

Upon completing this course, participants will be:
*Able to create tables and understand structured referencing
*Able to use structured referencing to extract information from tables
*Able to use a tables as a dynamic range name to support PivotTable reports
*Able to build PivotTable reports from various data sources
*Able to create PivotTable reports based on multiple data sources
*Understand and use calculated fields and calculated items
*Understand grouping and apply it to PivotTable reports
*Able to employ the consolidate tool to create reports
*Employ PivotTables to consolidate data from various worksheets

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

Speaker
  • Anne Flaherty

    Anne Flaherty currently works as a Senior Research Analyst for CBRE Australia. Anne’s academic qualifications include a Master of Applied Econometrics and Bachelor of Commerce, Economics and Finance.

    Anne has a strong background in quantitative research methods, specialising in financial econometrics and forecasting methods. Anne's passion lies in digging deeper into the data and drawing actionable insights which aid businesses in decision making.

    Anne has worked across economic, property and market research, and conducted data analysis for clients in the financial sector. She has previously worked as a Teaching Associate at Monash University, teaching mathematics and statistics to Business students. Anne has been a presenter of Excel workshops for CPA Australia since 2013.

    /-/media/corporate/allimages/congress-2018/speaker-images/anne-flaherty.jpg?h=180&w=180&rev=dd37cbd129d34e2ea1e1862e846b24e2
3.00PM - 3.30PM
Afternoon tea

Thursday 24 October

Morning
8.30AM - 9.00AM
Registration and arrival
Concurrent sessions
9.00AM - 12.30PM
Finance fundamentals
FULL
MC46: Financial models [SESSION FULL]

Building financial models in Excel requires a structured approach and a sound knowledge of the various tools available in the spreadsheet application. Building models in Excel is relatively easy for most analysts, however a model that has not been well designed can lead to incorrect conclusions. Spreadsheet models should be designed for accuracy and subjected to robust testing. This module focuses on a structured approach to spreadsheet model building. 
Learning outcomes

After completing this module participants will:
*Be familiar with specific features of Excel 2016 (including 2007, 2010 & 2013)
*Develop an appreciation for the benefits of properly constructing spreadsheet based financial models
*Design structured spreadsheets models that clearly identifies inputs, calculations and results
*Acquire an applied knowledge of selected Excel financial functions
*Build an efficient model to incorporate the measurement of risk
*Carry out What If and Scenario analysis, including the use of in-built scenario summaries and scenario pivot tables
*Identification of the best and worst outcomes and how they may be used in a decision framework
*Develop optimisation models using Solver and have an appreciation for the reports generated by Solver.
*Have an appreciation for the limitations of modelling

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.


Speaker
  • Anne Flaherty

    Anne Flaherty currently works as a Senior Research Analyst for CBRE Australia. Anne’s academic qualifications include a Master of Applied Econometrics and Bachelor of Commerce, Economics and Finance.

    Anne has a strong background in quantitative research methods, specialising in financial econometrics and forecasting methods. Anne's passion lies in digging deeper into the data and drawing actionable insights which aid businesses in decision making.

    Anne has worked across economic, property and market research, and conducted data analysis for clients in the financial sector. She has previously worked as a Teaching Associate at Monash University, teaching mathematics and statistics to Business students. Anne has been a presenter of Excel workshops for CPA Australia since 2013.

    /-/media/corporate/allimages/congress-2018/speaker-images/anne-flaherty.jpg?h=180&w=180&rev=dd37cbd129d34e2ea1e1862e846b24e2
9.00AM - 12.30PM
Finance fundamentals
MC47: Visualising Data Level 1: Building Dynamic Charts

Charts have long been a fundamental feature of the Excel spreadsheet. This very useful feature has been significantly improved in Excel 2007/2010/2013/2016.  A well-designed chart is an effective method of communicating key features of the data.  

Identifying the most appropriate chart for the data is very important as a poor choice of chart may give rise to a distorted message.  Knowledge of the basic chart types, and an understanding of their appropriate use, is essential in presenting a business case.

It is possible to produce charts from pivot tables, customise charts and create interactive charts. Sparklines or mini charts (introduced in Excel 2010) draw attention to trends in data that would otherwise go unnoticed.  Charts are an essential component of business reports and are frequently based on data that changes over time as new data becomes available. Dynamic charts will automatically update to reflect any changes in the source data.

Upon completing this course, participants will be:
Familiar with Excel's basic chart types
Familiar with formatting and customising charts
Able to create an interactive chart
Able to create dynamic charts using range names
Able to identify the right chart to use and avoid common mistakes
Able to create Sparklines
Able to add Form controls to charts enhance the display of information
Able to use key Excel functions to control chart display

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.



 
Speaker
  • Dr John Byrne

    Dr John Byrne has undergraduate degrees in Civil Engineering and in Computer Science; he has a postgraduate teaching qualification, a Master’s degree in Mathematics and a PhD in Statistics.

    He commenced his working life as a Civil Engineer and in that profession worked in both the contracting and the consulting environments before turning to teaching as his chosen career. As an academic, he worked in a university business school developing a course in solving business problems using spreadsheets in the early 1990s and publishing a book based on the material covered in that course.

    He successfully supervised masters and doctoral research students. He published his own research output in prestigious, international journals and a number of his theoretical papers are included in the Science and Social Science citation indices. Additionally, he has worked as a consultant to governments, professional bodies and commercial organisations in financial modelling, financial planning and forecasting.

    He holds a certificate IV in workplace training and has frequently worked as a trainer for professional bodies and commercial organisations in financial planning, financial modelling, forecasting and also Excel based applications. He has been a regular presenter of Excel workshops for CPA Australia in the annual Melbourne Congress and throughout Australia since 1996

    /-/media/corporate/allimages/congress-2018/2018-speakers/speaker-images/john-byrne.jpg?h=180&w=180&rev=9c4250241bc0420797109d28527e5bdd
9.00AM - 12.30PM
Finance fundamentals
MC48: Power Query and Power View
Prerequisite: Introduction to PowerPivot 

Power Query is an Excel add-in that can be used for data discovery, reshaping the data and combining data coming from different sources. A vast amount of data is now available on web pages across the internet. Getting this data into a suitable format for analysis in Excel is difficult and time consuming – this has now been reduced to a few mouse clicks Power Query. It can also be used to extract data from virtually any standard database format.

Power View is a powerful report generating tool and is a key component of the Power BI suite. The reports, called visualisations, take the familiar form of tables, charts and geospatial positioning on a map supported by the Bing search engine. 

Upon completing this course, participants will be
Able to download and install the Power Query add-in
Use Power Query to download data from the internet and add it to a data model.
Able to create and merge queries and append files
Able to transform data and make it suitable for report creation
Able to employ Power View to create visualisations supported by the data model
Create interactive dashboards using Power Query
Able to add filters and slicers to visualisations.

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

 
Speaker
  • Sam Broder
    Sam Broder is a Senior Analyst in the Strategy & Member Health Analytics team at Medibank.

    He graduated as a BP Scholar from the 2018 Master of Business Analytics at the Melbourne Business School with First Class Honours.

    In his 4 years' experience as an analytics consultant, Sam dealt in the strategic assessment, development and delivery of analytical, data-driven and automated solutions. He liaised with clients to understand business problems, applying quantitative, analytical and research-driven methodologies to recommend and implement solutions that bring value to businesses.

    Having a deep knowledge of business intelligence, Sam has also led the delivery of Robotic Process Automation solutions. His consulting experience ranges private health insurance, tertiary education, government, marketing services and banking industries, amongst others.

    Previously, Sam's work has been across a range of roles within the sports analytics industry, including as a Statistician at the Australian Open.
    /-/media/corporate/allimages/cpa-congress-2019/2019-speakers/sam-broder.jpg?h=180&w=180&rev=e150993bd3cf49aebba768f9e8a7b9fe
10.30AM - 11.00AM
Morning tea
Afternoon
12.30PM - 1.30PM
Networking lunch
Concurrent sessions
1.30PM - 5.00PM
Finance fundamentals
MC49: Visualising Data Level 2 - Interactive Charts

Charts are an effective method of visually communicating important features of underlying data.  Charts are employed in various ways to accentuate corporate reporting, to draw attention to important trends, to simplify a complex message and for numerous other purposes.

Excel’s charting tools have a great deal to offer the analyst in terms of ease of use and diversity of chart types. When charts are combined with some of Excel’s other tools the ability to analyse and report key features of data is significantly enhanced. Excel’s database interface may be employed to query a diverse range of data sources. Data that meets specific criteria may be extracted from the database and serve as the source series for an interactive chart. Interactive charts provide a range of options which may include automatically updating the chart when the data source changes and examining related questions using form controls. 

Upon completing this course, participants will be:
*able to use Excel's basic chart types
*familiar with and able to create dynamic range names
*able to extract data from a database based on some given criteria
*able to use Excel’s INDEX, MATCH and OFFSET functions to organize data
*able to use conditional functions
*able to employ Tables as a dynamic source to support charts
*familiar with and able to use Form Controls
*able to highlight a sub-section of a chart and employ a chart window to display a segment of the data

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

Speaker
  • Anne Flaherty

    Anne Flaherty currently works as a Senior Research Analyst for CBRE Australia. Anne’s academic qualifications include a Master of Applied Econometrics and Bachelor of Commerce, Economics and Finance.

    Anne has a strong background in quantitative research methods, specialising in financial econometrics and forecasting methods. Anne's passion lies in digging deeper into the data and drawing actionable insights which aid businesses in decision making.

    Anne has worked across economic, property and market research, and conducted data analysis for clients in the financial sector. She has previously worked as a Teaching Associate at Monash University, teaching mathematics and statistics to Business students. Anne has been a presenter of Excel workshops for CPA Australia since 2013.

    /-/media/corporate/allimages/congress-2018/speaker-images/anne-flaherty.jpg?h=180&w=180&rev=dd37cbd129d34e2ea1e1862e846b24e2
1.30PM - 5.00PM
Finance fundamentals
FULL
MC50: Data Analytics beyond Excel: An introduction to R [SESSION FULL]

Prerequisites: It is recommended that course participants have advanced spreadsheet skills.

There is a data analysis facility available in all versions of Excel: an add-in called Analysis Toolpak.  This add-in allows the user to carry out rudimentary statistical analysis with a limited range of statistical tools.  Excel is not a software package that should be used for more advanced statistical analysis and is particularly inappropriate for dealing with large data sets and also when the data is ‘dirty’, such as when it has missing values.

There are commercial statistical programming languages, such as SPlus. R is an open source programming language and software environment for carrying out statistical computing and data visualisation, which can be easily downloaded and installed on any computer.

The R programming language enables users to:
*manipulate data sets including transforming and combining them;
*visualise data using many of the available additional user-created, public-domain packages which give the user additional functionality;
*analyse data using many of the functions built-in to R as well as using the programming ability of the R language to create user-defined functions.

Upon completing this course, participants will be:
*able to download and install the R programming language
*understand the similarities between Excel tables and R data frames
*able to use common R functions particularly those that have similar Excel functionality
*able to access and use the public domain R libraries and packages
*able to analyse data using the R language
*able to generate data visualisations in R
*able to import and export data into and out of the R environment and particularly between the Excel environment and the R environment.

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

The following would benefit from attending this course:
-those who have advanced spreadsheet skills
-those who need to carry out advanced statistical analysis
-those who desire to learn the R language.

Speaker
  • Dr John Byrne

    Dr John Byrne has undergraduate degrees in Civil Engineering and in Computer Science; he has a postgraduate teaching qualification, a Master’s degree in Mathematics and a PhD in Statistics.

    He commenced his working life as a Civil Engineer and in that profession worked in both the contracting and the consulting environments before turning to teaching as his chosen career. As an academic, he worked in a university business school developing a course in solving business problems using spreadsheets in the early 1990s and publishing a book based on the material covered in that course.

    He successfully supervised masters and doctoral research students. He published his own research output in prestigious, international journals and a number of his theoretical papers are included in the Science and Social Science citation indices. Additionally, he has worked as a consultant to governments, professional bodies and commercial organisations in financial modelling, financial planning and forecasting.

    He holds a certificate IV in workplace training and has frequently worked as a trainer for professional bodies and commercial organisations in financial planning, financial modelling, forecasting and also Excel based applications. He has been a regular presenter of Excel workshops for CPA Australia in the annual Melbourne Congress and throughout Australia since 1996

    /-/media/corporate/allimages/congress-2018/2018-speakers/speaker-images/john-byrne.jpg?h=180&w=180&rev=9c4250241bc0420797109d28527e5bdd
1.30PM - 5.00PM
Finance fundamentals
FULL
MC51: Power BI Desktop [SESSION FULL]

Prerequisite: Introduction to PowerPivot. Some familiarity with Power Query and Power View is desirable.

Power BI Desktop is the Microsoft’s most recent addition to the Power BI suite – making data management and reporting more accessible to everyone and it does not require Excel - Power BI Desktop unifies the capabilities of Power Pivot, Power Query, and Power View.

Power BI Desktop is a feature-rich data mashup and report authoring tool. Combine data from disparate databases, files, and web services with visual tools that helps in understanding data quality and formatting issues automatically. With over 20 built-in visuals and a vibrant community of custom visualizations, create stunning reports that communicate your message effectively. The Power BI gateways may be used to connect SQL Server databases, Analysis Services models, and many other data sources to the same dashboards in Power BI.

Upon completing this course, participants will be:
*Able to download and install Power BI Desktop
*Understand to Power BI’s significant features
*Understand and apply the ELT (Extract Load and Transform) of Power BI
*Import data from files and the web, transform the data and create data models
*Understand and use the visualisations pallet and field list
*Create and format visualisations supported by the data model

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.

Speaker
  • Sam Broder
    Sam Broder is a Senior Analyst in the Strategy & Member Health Analytics team at Medibank.

    He graduated as a BP Scholar from the 2018 Master of Business Analytics at the Melbourne Business School with First Class Honours.

    In his 4 years' experience as an analytics consultant, Sam dealt in the strategic assessment, development and delivery of analytical, data-driven and automated solutions. He liaised with clients to understand business problems, applying quantitative, analytical and research-driven methodologies to recommend and implement solutions that bring value to businesses.

    Having a deep knowledge of business intelligence, Sam has also led the delivery of Robotic Process Automation solutions. His consulting experience ranges private health insurance, tertiary education, government, marketing services and banking industries, amongst others.

    Previously, Sam's work has been across a range of roles within the sports analytics industry, including as a Statistician at the Australian Open.
    /-/media/corporate/allimages/cpa-congress-2019/2019-speakers/sam-broder.jpg?h=180&w=180&rev=e150993bd3cf49aebba768f9e8a7b9fe
3.00PM - 3.30PM
Afternoon tea

Saxons Training Facilities

Friday 25 October

Morning
8.30AM - 9.00AM
Registration and arrival
Concurrent sessions
9.00AM - 12.30PM
Finance fundamentals
FULL
MC52: Data management: Tables, pivot tables & consolidation [SESSION FU…
Tables and PivotTables are among Excel’s most powerful data management tools, making it relatively easy to build reports directly linked to a data source. Excel’s Data Consolidation tool effectively combines data from different worksheets or workbooks using row and column headings. Correctly specified row and column labels are extremely useful when the data destined for consolidation is located in different parts of a worksheet or in different areas of separate worksheets.

When conditional functions are integrated with array formulae enormous efficiencies may be achieved. The use of form controls, such as spinners and combo boxes, when combined with database and lookup functions, extends the range of features available to extract various types of data from data bases or data lists. These features provide a convenient and flexible method of displaying key information using a simple mouse-click. This course module will emphasise features of Excel’s new Ribbon interface and features that are new to 2007/2010/2013.

Upon completing this course, participants will be:
*Able to create Tables and understand structured referencing
*Able to use structured referencing to extract information from tables
*Able to use a tables as a dynamic range name to support PivotTable reports
*Able to build PivotTable reports from various data sources
*Able to create PivotTable reports based on multiple data sources
*Understand and use calculated fields and calculated items
*Understand grouping and apply it to PivotTable reports
*Able to employ the consolidate tool to create reports
*Employ PivotTables to consolidate data from various worksheets

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.
Speaker
  • Anne Flaherty

    Anne Flaherty currently works as a Senior Research Analyst for CBRE Australia. Anne’s academic qualifications include a Master of Applied Econometrics and Bachelor of Commerce, Economics and Finance.

    Anne has a strong background in quantitative research methods, specialising in financial econometrics and forecasting methods. Anne's passion lies in digging deeper into the data and drawing actionable insights which aid businesses in decision making.

    Anne has worked across economic, property and market research, and conducted data analysis for clients in the financial sector. She has previously worked as a Teaching Associate at Monash University, teaching mathematics and statistics to Business students. Anne has been a presenter of Excel workshops for CPA Australia since 2013.

    /-/media/corporate/allimages/congress-2018/speaker-images/anne-flaherty.jpg?h=180&w=180&rev=dd37cbd129d34e2ea1e1862e846b24e2
9.00AM - 12.30PM
Finance fundamentals
MC53: Tips and Tricks to improve your Excel Productivity
Excel is ubiquitous in the business environment and nearly all computer users will have made use of this software application at some stage during their working life. Many end users of this application have been self-taught and may be using it inefficiently and perhaps not getting the maximum benefit from this very powerful business application. Many experienced users of Excel have become power users due to their knowledge of the application, usually acquired through a combination of direct experience and attending training courses of various levels.

This workshop will introduce techniques that can improve your productivity when using Excel and put you on the road to becoming a power user. It will focus on productivity techniques using the new Ribbon interface and on those spreadsheet features that provide users with greater mastery of particular tools and functions to increase efficiency.

Aims and objectives:
• Master shortcut techniques for copying and pasting
• Master the Fill handle and other data entry techniques
• Employ data entry techniques for layout and formula entry
• Use Range Names to refer to specific data
• Replace many formulas with one array formula
• Apply Styles and Themes to worksheet data
• Use formatting and the Format Painter for consistency of appearance
• Understand and use Custom Lists and Drop Down lists
• Performing inexact searches
• Creating an image of a range
• Password protecting the Workbook
• Limiting the usable area in a worksheet
• Converting a List to a Table
• Using the AutoSum function and the VLOOKUP function
• Understand and use various Text and Reference functions
• Understand and use Excel Tables, PivotTables and Sparklines
• Use hyperlinks to navigate worksheets, send emails and access the Internet

Participants will receive detailed notes and a set of example files to take away with them, thus enabling them to perfect their technique after the session.
Speaker
  • Dr John Byrne

    Dr John Byrne has undergraduate degrees in Civil Engineering and in Computer Science; he has a postgraduate teaching qualification, a Master’s degree in Mathematics and a PhD in Statistics.

    He commenced his working life as a Civil Engineer and in that profession worked in both the contracting and the consulting environments before turning to teaching as his chosen career. As an academic, he worked in a university business school developing a course in solving business problems using spreadsheets in the early 1990s and publishing a book based on the material covered in that course.

    He successfully supervised masters and doctoral research students. He published his own research output in prestigious, international journals and a number of his theoretical papers are included in the Science and Social Science citation indices. Additionally, he has worked as a consultant to governments, professional bodies and commercial organisations in financial modelling, financial planning and forecasting.

    He holds a certificate IV in workplace training and has frequently worked as a trainer for professional bodies and commercial organisations in financial planning, financial modelling, forecasting and also Excel based applications. He has been a regular presenter of Excel workshops for CPA Australia in the annual Melbourne Congress and throughout Australia since 1996

    /-/media/corporate/allimages/congress-2018/2018-speakers/speaker-images/john-byrne.jpg?h=180&w=180&rev=9c4250241bc0420797109d28527e5bdd
10.30AM - 11.00AM
Morning 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 Masterclasses

Monday 14 – Wednesday 16 October


CROWN PALLADIUM
8 Whiteman Street, Southbank VIC 3006

Excel Masterclasses

Thursday 17 – Thursday 24 October

SAXONS TRAINING FACILITIES
Level 8, 500 Collins Street, Melbourne VIC 3000