CPA
CONGRESS


Masterclasses


Enrol in Key Stream or Excel Masterclasses to complete your CPA Congress program. These half and full day intensives are designed so you can master the skills needed to advance your career and impress at work.

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Masterclasses at the International Convention Centre

Wednesday 25 October

Morning
8.30am - 9.00am
Registration and arrival refreshments
Concurrent sessions
9.00am - 12.30pm
Operational transformation
MC1
Strategic finance – Moving from operational support to strategic partner
The roles of the CFO and Financial Controller are evolving to include higher-value-added activities and a more strategic outlook. Finance departments are seeing an increased demand to apply strategic, forward-thinking skills and to provide more strategic analysis of reports. With more organisations experiencing an evolution in the Finance role to a strategic business partner, “business as usual” will no longer be enough. In this masterclass, learn how to become a strategic partner to the organisation.
Speaker
  • David Wayne
    Senior Associate Consultant, Institute for Communication, Management and Leadership
    • David Wayne has delivered more than 1,000 leadership, management and professional development workshops to hundreds of corporate and government organisations throughout Australia, New Zealand and South-East Asia.
    • For more than four years, David ran the leadership development program for the Department of Agriculture, and is a facilitator of leadership and management programs for Federal Treasury, Department of Industry and Science and Prime Minister and Cabinet.
    • David is an MBA Graduate from Macquarie Graduate School of Management and Member of the Australian Institute of Management.
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9.00am - 12.30pm
Trends and business impacts
MC2
The hackers’ guide to cyber security
Revolutionise the way you think about cybersecurity by embracing the mindset and tools of hackers. Learn why you might be the target of a cyberattack, what makes computers vulnerable, how encryption can be used to secure internet traffic (and why that matters), and how you can protect your organisation from its biggest threat to data security – its own employees. This entertaining session will demonstrate real-life attacks and impart practical tips to keep yourself and your organisation secure.
Speaker
  • Chris Monk
    Head of Region (Asia-Pacific), Decoded
    • BSc, Economics, First Class Honours from University College London
    • Experience building trading and risk management software
    • Set up his own successful small-to-medium enterprise in 2008 
    • Speaks on digital subjects such as data strategy, cyber security and digital transformation
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9.00am - 12.30pm
Finance fundamentals
MC3
Big Data business models, visualisation and innovation
As the business models for Big Data and the internet of things take shape, we see 10 areas of application and a few frameworks which matter more than others. In this Masterclass, we focus on a few of these areas, their applications and what to expect to change in the financial service industry.
Speaker
  • Dr Neil Fraser
    Strategy, Analytics and Data Science, Macquarie Graduate School of Management (MGSM)
    • Neil is an internationally recognised thought leader and writer in analytics and data science. He has authored and contributed to number of books, book chapters and published more than 20 articles.
    • Neil has over 20 years of experience in senior executive and consulting positions and has held the positions of CEO, Executive Director Asia Pacific for an NGO, Strategy and Planning Director at Macquarie University, Analytics and Data Science Practice Manager and General Manager in Finance and Marketing
    • He currently teaches Masters of Actuarial Practice at the Macquarie Applied Finance and Actuarial Studies (AFAS), Masters of Data Science in Faculty of Science, and Strategic Frameworks at the Macquarie Graduate School of Management (MGSM).
    • He is a regular speaker at conferences, a qualified program manager and holds three postgraduate level qualifications including a PhD in Mathematical Modelling.
    /~/media/corporate/allimages/speakers/congress-2017/neil-fraser.jpg?h=180&w=180
9.00am - 12.30pm
Personal development
MC4
The new rules of leadership
In this masterclass, we will uncover the seven strategies you need to know to be the leader you want to be (and the world needs you to be).

We’ll discover:
• why the world is in leadership crisis and how it impacts you
• the seven leadership strategies you must know if you want to succeed
• the three mistakes that could derail your entire leadership journey
• the changes you need to make now, and how to make them.
Speaker
  • Megan Dalla-Camina
    Strategist, coach, speaker and author
    • Megan is a strategist, coach, speaker and author passionate about creating positive change.
    • She has worked for GE, PwC and IBM in the areas of business strategy, marketing, gender diversity, leadership, culture and change management.
    • Her work has been featured in Forbes, Fortune, BRW and she writes for Huffington Post, Psychology Today, and other media on business, leadership and unlocking success.
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10.30am - 11.00am
Morning tea
Afternoon
12.30pm - 1.30pm
Lunch
Concurrent sessions
1.30pm - 5.00pm
Finance fundamentals
MC5
Driving performance – aligning analysis and presenting to decision make…
There is little value in producing reports on facts and data from past activities. True value is performing analysis on information, in the context of the economic environment, and producing insights that management can use to reach the true potential of the organisation. In this masterclass, David takes us through the steps to present insights in a way that is customised to the audience.
Speaker
  • David Wayne
    Senior Associate Consultant, Institute for Communication, Management and Leadership
    • David Wayne has delivered more than 1,000 leadership, management and professional development workshops to hundreds of corporate and government organisations throughout Australia, New Zealand and South-East Asia.
    • For more than four years, David ran the leadership development program for the Department of Agriculture, and is a facilitator of leadership and management programs for Federal Treasury, Department of Industry and Science and Prime Minister and Cabinet.
    • David is an MBA Graduate from Macquarie Graduate School of Management and Member of the Australian Institute of Management.
    /~/media/corporate/allimages/speakers/congress-2017/david-wayne.jpg?h=180&w=180
1.30pm - 5.00pm
Personal development
MC6
A practical LinkedIn Masterclass – using LinkedIn to drive business and…
This session will dive deep into what you need to do to build your LinkedIn personal brand.

This session will cover:
• an overview of what LinkedIn represents as a platform, its scale of opportunity and how members actually use it on a daily basis
• full ‘Online Brand' strategy - a practical, step by step plan to build a network of people to leverage and grow your endeavours
• how to engage with members, build 'networks' and ‘followers' and then leverage them to drive opportunities and access key individuals
• individual profile optimisation - practical support to improve your profile and professional brand
• an open strategy discussion about any other aspects of your business, brand and goals and how these can best be supported via LinkedIn, including what you get from investing in LinkedIn and what you can do for free.
Speaker
  • Shaun Coulton
    Director, Coulton Consulting
    • Managing Director of Coulton Consulting Group, a consultancy that demystifies social media tools for business
    • Former LinkedIn employee in Australia from its infancy
    • Offers inside knowledge into how members interact and utilise LinkedIn and what that means for you
    • Helps clients achieve consistent brand engagement, reach a targeted professional audience, and build and better managed trusted networks
    • Tertiary background in psychology
    • Former Olympic rower (Athens 2004)
    /~/media/corporate/allimages/congress/speaker-images/shaun-coulton.jpg?h=180&w=180
1.30pm - 5.00pm
Personal development
MC7
Building trust - the currency of influence
The amount you trust each other will determine what you can do together. It determines your efficiency, revenue and engagement with clients and colleagues. How much responsibility do you and your colleagues take to change the trust created, or are you relying on time to create trust? Dr Amy Silver knows the secrets of creating trust based relationships for influence.

Come to this powerful and engaging masterclass to gain:
• increased awareness of the hard numbers that show the importance of trust
• insight into how high trust companies have capitalised on this competitive advantage
• the nine crucial skills that you can master to create trust
• a focus that will drastically change the trust you create right now (should you choose to accept your mission!)
Speaker
  • Dr Amy Silver
    Speaker, Author, Mentor
    • Amy is a speaker, author and mentor on having conversations that create growth.
    • Her unique background in psychology, professional services and research gives her insight into the real issues and she is determined to find the triggers to activate full influence and potential.
    • Amy has been consulting globally for 15 years. She is co-author on several books, her latest book being Conversations Create Change: How to propel performance and engagement for your direct reports.
    • Amy holds a Doctorate in Clinical Psychology (2000), Masters in Forensic Psychiatry (1996), Masters in Performance (2004) and a BSc Hons in Psychology (1995).
    • She worked as a practicing Clinical Psychologist, Academic Tutor and researcher at Oxford University, UK (1997-2005).
    /~/media/corporate/allimages/speakers/congress-2017/amy-silver.jpg?h=180&w=180
1.30pm - 5.00pm
Strategy and leadership
MC8
Becoming pressure proof – accelerating productivity in high pressure en…
In the current business climate, many of us are under great stress to deliver more in less time with fewer resources. There will always be days of setbacks and ongoing problems, changes you can’t control, workloads that never seem to end. In this presentation, Michael will walk you through the 6 stages of personal resilience so that you can be more adaptable, positive and become ‘better under pressure’.

By the end of this presentation, participants will be able to:
• better manage their ‘pressure triggers’ before they affect them
• lift personal productivity when dealing with multiple pressures
• remain motivated under pressure with a resilient mental attitude
• stay competitive and adapt to change and disruption– without burning out.
Speaker
  • Michael Licenblat
    Founder, Bounce Back Fast
    • Drawing on his background in Psychology, Shiatsu therapy, and 25 years of Martial Arts experience, Michael has helped countless organisations learn how to bounce back from setbacks and rejections to out-achieve their competition. 
    • Michael is a published author and has delivered presentations to the public sector as well as organisations such as Toyota, Coles Myer, Pitcher Partners, St George, SEEK and SalesForce to name a few. 
    • Michael’s upbeat, interactive, and hands-on presentations, take you into the world of reading ‘pressure patterns’ and building personal resilience so you walk away with practical ideas on how to ‘keep your drive alive’.
    /~/media/corporate/allimages/speakers/congress-2017/michael_licenblat.jpg?h=180&w=180
3.00pm - 3.30pm
Afternoon tea

Masterclasses at Saxons Training Centre

Wednesday 25 October

Morning
8.30am - 9.00am
Registration and arrival refreshments
Concurrent sessions
9.00am - 12.30pm
Finance fundamentals
MC9
Charting for trend analysis
This course is designed to improve the reporting and presentation of key performance and financial information in structured reports. Participants will learn advanced charting techniques which will provide greater confidence and effectiveness in using an essential presentation tool, as well as learning a methodology on how best to implement charting in a reporting workbook.

Key concepts:
• Learn effective layouts and structuring of data to facilitate and vastly simplify charting within Excel
• Learn a methodology which ensures the automatic addition of financial data which flows to the chart without resorting to the use of VBA
• Design and construct reporting summaries through effective charting techniques, using the chart types presented in the masterclass
• Add data tables to reports and create in cell formula which appear as a chart
• Add shapes to charts to highlight when targets are met, which will move dynamically as the source data changes
Speaker
  • Marcus Small
    Director, theSmallman.com
    • Director at theSmallman.com
    • Dedicated to sharing Excel and Visual Basic for Applications (VBA) knowledge 
    • Master’s degree in finance
    • Worked at Big Four accounting firms and in the banking industry in the UK
    • Moderates the Ozgrid and Chandoo Excel forums, two of the largest and most visited Excel sites on the internet
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9.00am - 12.30pm
Finance fundamentals
MC10
Forecasting tips
This session will show you how you can work more collaboratively with Operation Managers to create an easier budgeting and forecasting process by applying standardised methods to your forecasting using objective Excel functions. This session considers linear regression, interpolation and extrapolation, along with variance and deviation analysis. Learn how to identify whether your forecasts are improving and what Excel can do to help.
Speaker
  • Liam Bastick
    Director, SumProduct
    • Runs boutique consulting firm SumProduct
    • Experience heading several modelling teams worldwide
    • Worked globally with many internationally recognised clients
    • Professional mathematician
    • Recognised by Microsoft as an Excel Most Valuable Professional
    •  Author of An Introduction to Financial Modelling
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9.00am - 12.30pm
Finance fundamentals
MC11
Tips and tricks using Excel
Are you concerned that you may not be using Excel as efficiently and effectively as you could be? Are you only using five or six functions for all of your modelling needs? Do you take far too long to build a calculation? If you want to optimise your use of Excel, then this course is for you.

This is an interactive, proactive session, which explores the key Excel skills finance professionals require on a day to day basis. Key topics will cover time-saving tips and tricks, keyboard shortcuts and key mistakes to avoid.
Speaker
  • Tim Heng
    Director, SumProduct
    • More than ten years’ experience developing and reviewing financial models across a range of industries and sectors in Australia and internationally 
    • Worked with clients to develop bespoke modelling solutions for business challenges using a combination of Excel, VBA and database analytics 
    • Keen understanding of commercial issues, especially relating to the relevance of financial models in a business context 
    • Formerly headed the Corality Training Academy
    • Developed and delivered tailored training courses for corporate and structured finance and modelling teams at ANZ, NAB, NSW Treasury, Westpac and other large banks, investment funds and advisory firms
    /~/media/corporate/allimages/speakers/congress-2017/tim-heng.jpg?h=180&w=180
10.30am - 11.00am
Morning tea
Afternoon
12.30am - 1.30pm
Lunch
Concurrent sessions
1.30pm - 5.00pm
Finance fundamentals
MC12
PowerPivot: Your powerful tool for managing Big Data
PowerPivot is a simple yet powerful tool to help you manage multiple and complex data sources. In this masterclass session, Marcus will demonstrate how PowerPivot can be used to import and interrogate datasets effectively, including non-financial data. Create PivotTables that feed into dashboards, enabling you to find those hidden gems within your Big Data.
Speaker
  • Marcus Small
    Director, theSmallman.com
    • Director at theSmallman.com
    • Dedicated to sharing Excel and Visual Basic for Applications (VBA) knowledge 
    • Master’s degree in finance
    • Worked at Big Four accounting firms and in the banking industry in the UK
    • Moderates the Ozgrid and Chandoo Excel forums, two of the largest and most visited Excel sites on the internet
    /~/media/corporate/allimages/congress/speaker-images/marcus-small-v2.jpg?h=180&w=180
1.30pm - 5.00pm
Finance fundamentals
MC13
Strategic budgeting and forecasting
Finance professionals need to learn efficient and effective data forecasting methods in Excel to provide the answers business leaders seek for budgeting and planning purposes.
This hands-on session will provide a practical understanding of Excel's data forecasting functions and how they can assist in preparing budgets. It will examine the risks and rewards of forecasting, discuss different forecasting and trending methods, and explore ways to optimise key outputs.
Speaker
  • Liam Bastick
    Director, SumProduct
    • Runs boutique consulting firm SumProduct
    • Experience heading several modelling teams worldwide
    • Worked globally with many internationally recognised clients
    • Professional mathematician
    • Recognised by Microsoft as an Excel Most Valuable Professional
    •  Author of An Introduction to Financial Modelling
    /~/media/corporate/allimages/congress/speaker-images/liam-bastick.jpg?h=180&w=180
1.30pm - 5.00pm
Finance fundamentals
MC14
Laying out a financial model
Have you realised presentation is half the battle? This session illustrates how to set up a financial model. You'll learn to get the layout right, understand the difference between formats and styles, annotate units, demonstrate key issues with number formatting, create navigational hyperlinks and set out error checks so you can create a professional working template.
Speaker
  • Tim Heng
    Director, SumProduct
    • More than ten years’ experience developing and reviewing financial models across a range of industries and sectors in Australia and internationally 
    • Worked with clients to develop bespoke modelling solutions for business challenges using a combination of Excel, VBA and database analytics 
    • Keen understanding of commercial issues, especially relating to the relevance of financial models in a business context 
    • Formerly headed the Corality Training Academy
    • Developed and delivered tailored training courses for corporate and structured finance and modelling teams at ANZ, NAB, NSW Treasury, Westpac and other large banks, investment funds and advisory firms
    /~/media/corporate/allimages/speakers/congress-2017/tim-heng.jpg?h=180&w=180
3.00pm - 3.30pm
Afternoon tea

Thursday 26 October

Morning
8.30am - 9.00am
Registration and arrival refreshments
Concurrent sessions
9.00am - 12.30pm
Finance fundamentals
MC15
Activity Based Costing using Excel
This workshop focuses on how Activity Based Costing (ABC) is performed, and how to order indirect activities into meaningful pools in a manner which better reflects the way costs are actually incurred. The course is ideal for participants who want to learn the principles and practices of designing or maintaining their own ABC models. Throughout the workshop, key aspects of ABC transactions are discussed including how these may be translated using a financial model.

Key concepts:
• Classifying your costs to accurately measure and develop ABC costing models
• Learn ways to extend your use of ABC to improve decision making, assist in value chain analysis and improve your pricing strategies
• Key tips you can learn from the successful implementation of ABC costing in Excel
• Practically build a robust financial model which generates both ABC and traditional costing alongside one another
Speaker
  • Marcus Small
    Director, theSmallman.com
    • Director at theSmallman.com
    • Dedicated to sharing Excel and Visual Basic for Applications (VBA) knowledge 
    • Master’s degree in finance
    • Worked at Big Four accounting firms and in the banking industry in the UK
    • Moderates the Ozgrid and Chandoo Excel forums, two of the largest and most visited Excel sites on the internet
    /~/media/corporate/allimages/congress/speaker-images/marcus-small-v2.jpg?h=180&w=180
9.00am - 12.30pm
Finance fundamentals
MC16
Dashboards 101
A good dashboard can be a powerful communication tool, portraying the health or otherwise of your business. So imagine what a great dashboard will achieve! Many finance professional build summaries – dashboards – as an afterthought, not realising the impact a great dashboard can have on getting your message across to stakeholders. Come away with the knowledge you need to create powerful, insightful and interactive dashboards in Excel.
Speaker
  • Liam Bastick
    Director, SumProduct
    • Runs boutique consulting firm SumProduct
    • Experience heading several modelling teams worldwide
    • Worked globally with many internationally recognised clients
    • Professional mathematician
    • Recognised by Microsoft as an Excel Most Valuable Professional
    •  Author of An Introduction to Financial Modelling
    /~/media/corporate/allimages/congress/speaker-images/liam-bastick.jpg?h=180&w=180
9.00am - 12.30pm
Finance fundamentals
MC17
Cleaning up your act: Get and transform data
What are the three key buttons in your Management Information System?  Probably “OK”, “Cancel” and “Export to Excel”. Wasting too much time exporting Excel, CSV and TXT files from systems, only to copy them back into Excel? Meet The Artist Formerly Known As Power Query (for Excel 2010 and 2013), Get and Transform (Excel 2016), confusingly called simply Get Data in Power BI. With these tools, you can easily import data into your file of choice, from files, databases, cloud services or a range of other offline and online sources. People have been saying that this is the greatest addition to Excel since it was first created – find out why in this session that will cover some of the best parts of Power Query, and how it can be applied into both Excel and Power BI.

Key topics:
• Learn how to import data from online and offline sources
• Transform and clean up data before it gets into Excel
• Merge and append tables together, doing away with VLOOKUPs and other functions
• See how Power Query integrates with other useful tools such as Power Pivot and Power BI
Speaker
  • Tim Heng
    Director, SumProduct
    • More than ten years’ experience developing and reviewing financial models across a range of industries and sectors in Australia and internationally 
    • Worked with clients to develop bespoke modelling solutions for business challenges using a combination of Excel, VBA and database analytics 
    • Keen understanding of commercial issues, especially relating to the relevance of financial models in a business context 
    • Formerly headed the Corality Training Academy
    • Developed and delivered tailored training courses for corporate and structured finance and modelling teams at ANZ, NAB, NSW Treasury, Westpac and other large banks, investment funds and advisory firms
    /~/media/corporate/allimages/speakers/congress-2017/tim-heng.jpg?h=180&w=180
10.30am - 11.00am
Morning tea
Afternoon
12.30am - 1.30pm
Lunch
Concurrent sessions
1.30pm - 5.00pm
Finance fundamentals
MC18
The whole of organisation dashboard
This workshop we will create a whole of organisation dashboard which is fully interactive by business groups. This course is designed for analysts as well as management who want to understand the key considerations, design rules, and how to promote insight and increase understanding when designing dashboard displays.

Key concepts:
• Understand a holistic view of the organisation, and learn how to display interactive data from operations, finance, human resource
• Create some active x combo boxes to let users choose different metrics to display in the report 
• Create analysis by region or team/department and highlight these displays with advanced conditional formatting
• Build summary tables and create trends in the charting which can be turned on or off depending on user preference
• Create highly interactive sensitivity analysis using a small amount of VBA
Speaker
  • Marcus Small
    Director, theSmallman.com
    • Director at theSmallman.com
    • Dedicated to sharing Excel and Visual Basic for Applications (VBA) knowledge 
    • Master’s degree in finance
    • Worked at Big Four accounting firms and in the banking industry in the UK
    • Moderates the Ozgrid and Chandoo Excel forums, two of the largest and most visited Excel sites on the internet
    /~/media/corporate/allimages/congress/speaker-images/marcus-small-v2.jpg?h=180&w=180
1.30pm - 5.00pm
Finance fundamentals
MC19
Tips and tricks using Excel
Are you concerned that you may not be using Excel as efficiently and effectively as you could be? Are you only using five or six functions for all of your modelling needs? Do you take far too long to build a calculation? If you want to optimise your use of Excel, then this course is for you.

This is an interactive, proactive session, which explores the key Excel skills finance professionals require on a day to day basis. Key topics will cover time-saving tips and tricks, keyboard shortcuts and key mistakes to avoid.
Speaker
  • Liam Bastick
    Director, SumProduct
    • Runs boutique consulting firm SumProduct
    • Experience heading several modelling teams worldwide
    • Worked globally with many internationally recognised clients
    • Professional mathematician
    • Recognised by Microsoft as an Excel Most Valuable Professional
    •  Author of An Introduction to Financial Modelling
    /~/media/corporate/allimages/congress/speaker-images/liam-bastick.jpg?h=180&w=180
1.30pm - 5.00pm
Finance fundamentals
MC20
The ins and outputs of Power BI
Everyone seems to want to implement Power BI – but what exactly is it?  Come along to this session to hear what Power BI is, and how it manages to take in data from a range of sources and output it to a dazzling array of charts and reports. Come in with an open mind, and prepare to leave inspired, with new ways to present and share your outputs.

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

Attendees may find the masterclass, Cleaning up your act: Get and transform data a useful prerequisite for this course, however this is not essential.
Speaker
  • Tim Heng
    Director, SumProduct
    • More than ten years’ experience developing and reviewing financial models across a range of industries and sectors in Australia and internationally 
    • Worked with clients to develop bespoke modelling solutions for business challenges using a combination of Excel, VBA and database analytics 
    • Keen understanding of commercial issues, especially relating to the relevance of financial models in a business context 
    • Formerly headed the Corality Training Academy
    • Developed and delivered tailored training courses for corporate and structured finance and modelling teams at ANZ, NAB, NSW Treasury, Westpac and other large banks, investment funds and advisory firms
    /~/media/corporate/allimages/speakers/congress-2017/tim-heng.jpg?h=180&w=180
3.00pm - 3.30pm
Afternoon tea

Friday 27 October

Morning
8.30am - 9.00am
Registration and arrival refreshments
Concurrent sessions
9.00am - 12.30pm
Finance fundamentals
MC21
The whole of organisation dashboard
This workshop we will create a whole of organisation dashboard which is fully interactive by business groups. This course is designed for analysts as well as management who want to understand the key considerations, design rules, and how to promote insight and increase understanding when designing dashboard displays.

Key concepts:
• Understand a holistic view of the organisation, and learn how to display interactive data from operations, finance, human resource
• Create some active x combo boxes to let users choose different metrics to display in the report 
• Create analysis by region or team/department and highlight these displays with advanced conditional formatting
• Build summary tables and create trends in the charting which can be turned on or off depending on user preference
• Create highly interactive sensitivity analysis using a small amount of VBA

Speaker
  • Marcus Small
    Director, theSmallman.com
    • Director at theSmallman.com
    • Dedicated to sharing Excel and Visual Basic for Applications (VBA) knowledge 
    • Master’s degree in finance
    • Worked at Big Four accounting firms and in the banking industry in the UK
    • Moderates the Ozgrid and Chandoo Excel forums, two of the largest and most visited Excel sites on the internet
    /~/media/corporate/allimages/congress/speaker-images/marcus-small-v2.jpg?h=180&w=180
9.00am - 12.30pm
Finance fundamentals
MC22
Integrated financial statement modelling
Ever wanted to balance a Balance Sheet but been afraid to ask? This course will reinforce the role of each of the three financial statements and how you can build forecasts for the Income Statement, Balance Sheet and Cash Flow Statement. Using the concept of control accounts combined with error checks in Excel, this course will show you how to make your models more consistent, robust, flexible and transparent (“CRaFT”). The course will use a case study to develop summary accounts, create a valuation and produce ratio, sensitivity, scenario and simulations analyses so that you can understand your budgets and forecasts better than you have been able to previously.
Speaker
  • Liam Bastick
    Director, SumProduct
    • Runs boutique consulting firm SumProduct
    • Experience heading several modelling teams worldwide
    • Worked globally with many internationally recognised clients
    • Professional mathematician
    • Recognised by Microsoft as an Excel Most Valuable Professional
    •  Author of An Introduction to Financial Modelling
    /~/media/corporate/allimages/congress/speaker-images/liam-bastick.jpg?h=180&w=180
9.00am - 12.30pm
Finance fundamentals
MC23
Cleaning up your act: Get and transform data
What are the three key buttons in your Management Information System?  Probably “OK”, “Cancel” and “Export to Excel”. Wasting too much time exporting Excel, CSV and TXT files from systems, only to copy them back into Excel? Meet The Artist Formerly Known As Power Query (for Excel 2010 and 2013), Get and Transform (Excel 2016), confusingly called simply Get Data in Power BI. With these tools, you can easily import data into your file of choice, from files, databases, cloud services or a range of other offline and online sources. People have been saying that this is the greatest addition to Excel since it was first created – find out why in this session that will cover some of the best parts of Power Query, and how it can be applied into both Excel and Power BI.

Key topics:
• Learn how to import data from online and offline sources
• Transform and clean up data before it gets into Excel
• Merge and append tables together, doing away with VLOOKUPs and other functions
• See how Power Query integrates with other useful tools such as Power Pivot and Power BI
Speaker
  • Tim Heng
    Director, SumProduct
    • More than ten years’ experience developing and reviewing financial models across a range of industries and sectors in Australia and internationally 
    • Worked with clients to develop bespoke modelling solutions for business challenges using a combination of Excel, VBA and database analytics 
    • Keen understanding of commercial issues, especially relating to the relevance of financial models in a business context 
    • Formerly headed the Corality Training Academy
    • Developed and delivered tailored training courses for corporate and structured finance and modelling teams at ANZ, NAB, NSW Treasury, Westpac and other large banks, investment funds and advisory firms
    /~/media/corporate/allimages/speakers/congress-2017/tim-heng.jpg?h=180&w=180
10.30am - 11.00am
Morning tea
Afternoon
12.30am - 1.30pm
Lunch
Concurrent sessions
1.30pm - 5.00pm
Finance fundamentals
MC24
PowerPivot: Your powerful tool for managing Big Data
PowerPivot is a simple yet powerful tool to help you manage multiple and complex data sources. In this masterclass session, Marcus will demonstrate how PowerPivot can be used to import and interrogate datasets effectively, including non-financial data. Create PivotTables that feed into dashboards, enabling you to find those hidden gems within your Big Data.
Speaker
  • Marcus Small
    Director, theSmallman.com
    • Director at theSmallman.com
    • Dedicated to sharing Excel and Visual Basic for Applications (VBA) knowledge 
    • Master’s degree in finance
    • Worked at Big Four accounting firms and in the banking industry in the UK
    • Moderates the Ozgrid and Chandoo Excel forums, two of the largest and most visited Excel sites on the internet
    /~/media/corporate/allimages/congress/speaker-images/marcus-small-v2.jpg?h=180&w=180
1.30pm - 5.00pm
Finance fundamentals
MC25
Strategic budgeting and forecasting
Finance professionals need to learn efficient and effective data forecasting methods in Excel to provide the answers business leaders seek for budgeting and planning purposes.
This hands-on session will provide a practical understanding of Excel's data forecasting functions and how they can assist in preparing budgets. It will examine the risks and rewards of forecasting, discuss different forecasting and trending methods, and explore ways to optimise key outputs.
Speaker
  • Liam Bastick
    Director, SumProduct
    • Runs boutique consulting firm SumProduct
    • Experience heading several modelling teams worldwide
    • Worked globally with many internationally recognised clients
    • Professional mathematician
    • Recognised by Microsoft as an Excel Most Valuable Professional
    •  Author of An Introduction to Financial Modelling
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1.30pm - 5.00pm
Finance fundamentals
MC26
The ins and outs of Power BI
Everyone seems to want to implement Power BI – but what exactly is it? Come along to this session to hear what Power BI is, and how it manages to take in data from a range of sources and output it to a dazzling array of charts and reports. Come in with an open mind, and prepare to leave inspired, with new ways to present and share your outputs.

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

Attendees may find the masterclass, Cleaning up your act: Get and transform data a useful prerequisite for this course, however this is not essential.
Speaker
  • Tim Heng
    Director, SumProduct
    • More than ten years’ experience developing and reviewing financial models across a range of industries and sectors in Australia and internationally 
    • Worked with clients to develop bespoke modelling solutions for business challenges using a combination of Excel, VBA and database analytics 
    • Keen understanding of commercial issues, especially relating to the relevance of financial models in a business context 
    • Formerly headed the Corality Training Academy
    • Developed and delivered tailored training courses for corporate and structured finance and modelling teams at ANZ, NAB, NSW Treasury, Westpac and other large banks, investment funds and advisory firms
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3.00pm - 3.30pm
Afternoon tea

Sectors

  • Finance fundamentals

    Enhance your core accounting and finance skills in the areas of tax, audit and assurance, compliance, financial planning, analysis and reporting.

  • Operational transformation

    Find out how to transform your business using improved processes and management skills, the latest technologies and shared services.

  • Personal development

    Refine your skills and become a highly productive, effective and well-rounded individual.

  • Sector in focus

    Hear the latest trends and opportunities specific to your sector, including corporate, SME, not for profit and public sector.

  • Strategy and leadership

    Become an outstanding finance leader by enhancing the power of innovation, successfully managing change and driving a high-performance culture.

  • Trends and business impacts

    Understand shifts in the domestic and global economy, the regulatory environment, the latest fraudulent activities, and consumer and competitive markets to build risk mitigation strategies.




Disclaimer of liability
CPA Australia reserves the right to alter any part of this program at any time without notice.