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“Australia’s BIGGEST and BOLDEST business event for the world of accountancy and finance.”

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4000+ attendees  | 2500+ Partners/CEOs  |  150+ Exhibitors  |  100+ Speakers  |  46 Hours of CPD Education
The Modern CFO Theatre

Bursting with quality advice and tactical growth strategies, The Modern CFO Theatre offers a broad spectrum of knowledge for professionals at all levels.

From understanding what it really takes to become a CFO, to furthering your career as an established finance executive. Hear about the Australian businesses who are successfully automating with artificial intelligence and how accountants can add virtual CFO services to their practice. Not to be missed!

The Modern CFO Theatre: 2017 Session Times

Tuesday - 21 March

10:45 am – 11:15 am

THE FASTEST WAYS TO TRIPLE A MID-SIZE BUSINESS
MIKE RICH, Managing Director, Attaché Software


European economies are languishing yet their mid-size businesses are growing at a staggering 16% p.a. How do we repeat the Europeans’ success? Join this highly educational session on how mid-size companies can encourage staff to be more creative, find new affordable sources of assistance and build a technology platform tuned for high growth.

Key takeaways from this session:

• Learn about the easiest way for mid-size businesses to get a competitive edge
• Discover how many of your customers and suppliers will retire over the next five years – what are you doing about it?
• Hear how accounting firms need to focus on mid-sized clients before they walk

 

11:45 am – 12:15 am

ROADMAP TO BECOMING A CFO
BRAD EISENHUTH, Co-Founder, The Outperformer


There is a common misconception that being the best accountant in the room will set you up for reaching the CFO chair. It is increasingly evident that this is not the case. Find out what it takes to break through to this coveted executive role in a large, complex organisation.

Key takeaways from this session:

• Understand how to position yourself to work with the board and lead a large team
• Learn how to take strategic career risks that set you up for success
• Discover career management principles to apply in your career today

 

12:30 pm – 1:00 pm

WHAT’S NEXT FOR FINANCE PROFESSIONALS
COLIN WRIGHT, Owner, 35 Synergy Group
ROBIN SNELLING, Owner, BCP Growth
BRAD EISENHUTH, Co-Founder, The Outperformer
MICHAEL STAPLETON, Owner, Pro Veritate


Thinking about setting up as a virtual CFO? This relatively new career is drawing professionals from all areas of finance as a potentially lucrative and fulfilling vocation. This panel of virtual CFOs will discuss the hurdles they faced in setting up their businesses, how they find and keep clients, and the tricky topic of pricing. Time for Q&A included.

Key takeaways from this session:

• Discover how vCFOs work with clients
• Learn how to set up a virtual CFO practice
• Find out how to transition from your current career to a vCFO

 

1:50 pm – 2:20 pm

HOW TO GET THE HIGHEST VALUATION FOR YOUR FIRM
MARK WITT, Founder & MD, Practice Exchange
MAGNUS YOSHIKAWA, Founder & MD, Practice Exchange
MICHAEL PETERS, Managing Partner, Peters & Partners


What is the right price for your firm and how can you improve it? Hear two leading brokers give examples of recent sales and talk about what drives a valuation multiple. You can work on key areas that will maximise the sale and ease the transfer of clients and staff.

Key takeaways from this session:

• Understand the state of the market for accounting firms
• Find out inside tips on sales contracts
• Learn how to handle restraints, warranties and indemnities

 

2:40 pm – 3:10 pm

ARTIFICIAL INTELLIGENCE IN BUSINESS: CASE STUDIES
JONATHAN SPENCE, CEO, Xtracta Limited


Business and industry are undergoing a transformation with new and extremely powerful automation tools permeating virtually every industry. Early adopters are quietly adopting AI well before the competition. We explore the changes taking place today and what it will mean for businesses in the next two, five and 10-year windows, and beyond.

Key takeaways from this session:

• Hear about the use of automation in multiple industry types
• Learn how to begin the journey towards automation
• Understand the changing skills and structure of employment and the human labour force

 

3:30 pm – 4:00 pm

A PRACTICAL GUIDE TO OFFERING CFO SERVICES
ADRIAN PIN, Managing Director, ForwardCFO


If you’re not sure how to transition your firm from compliance to consulting, this session is a “how to” guide for CA firms. Find out how to retrain your staff from providing “after the fact” compliance services to delivering real-time advice. Includes examples, case studies and practical “real-life” experiences.

Key takeaways from this session:

• Learn which CFO services will add the most value to your client relationships
• Discover the key trait that holds back most accounting firms from moving to CFO
• Find out which types of clients need a CFO and how to easily identify them

 

4:15 pm – 4:45 pm

PREPARE FOR IMPACT – WHEN AI MEETS ACCOUNTS PAYABLE
DESI LORAND, CEO, eCloud Business Services


The typical tools for accounts payable automation include scanners and form templates. Now artificial intelligence is entering the ring and its impact will be huge. AI doesn’t just read the data on an invoice, it understands it. And that means it works with other business documents such as purchase orders.

Key takeaways from this session:

• Hear how a well known brand used AI to reduce its AP division from 35 to four staff
• Find out which other documents can be processed by AI
• Discover the more complex work AP staff move onto when AI automates data collection

Wednesday - 22 March

10:45 am – 11:15 am

HOW TO GET HOLD OF $190 MILLION FOR YOUR CLIENTS
LISA KERNES, COO, Ignite Alliance


SMEs often have no idea how much free money the government gives away in R&D grants. This is not just about science, medicine, and software. Businesses in accounting, engineering, recruitment, solar, finance, education, marketing, construction and more have all won grants. The only thing required is a good idea. Win the love of your clients by giving them a tax refund they will never forget.

Key takeaways from this session:

• Learn about the size of the pool of grants nationally
• Find out how the NSW government alone is giving SMEs $190 million
• Discover how to file grants quickly and efficiently for your clients

 

11:45 am – 12:15 am

ARTIFICIAL INTELLIGENCE IS EATING THE WORLD
JONATHAN SPENCE, CEO, Xtracta Limited


Artificial intelligence has transitioned from science fiction and the movie screen to one that is ever present in our personal lives. But how does it work and what does it do? Often AI is operating invisibly behind the scenes. Find out where AI exists today and where you will find more AI based technology tomorrow.

Key takeaways from this session:

• Learn about the technology on the immediate horizon
• Discover the AI applications we are seeing today
• Hear what AI will mean for your lives, society and humanity into the future

 

12:30 pm – 1:00 pm

HOW TO BRING VCFO FEES INTO YOUR ACCOUNTING PRACTICE
LISA KERNES, COO, Ignite Alliance
DAVID BOYAR, CEO, Sequel VCFO
KATIE BRYAN, Managing Director, Propeller Advisory
PAUL TURNBULL, Manager, DFK Benjamin King Money


Can a tax and compliance focused accounting practice move into virtual CFO services? How do the skill sets, culture and pricing model differ? Hear a robust panel debate the mindset and technical skills required for a virtual CFO and whether accountants are best suited to the role. Bring your questions.

Key takeaways from this session:

• Hear from virtual CFOs on their experiences in practice
• Discover how the business model for a virtual CFO differs from accounting
• Learn about the skills required in management accounting

 

1:50 pm – 2:20 pm

HOW TO TRANSITION TO COMMERCE – A WORLD OF OPPORTUNITY!
BRAD EISENHUTH, Co-Founder, The Outperformer
MICHELLE JAPP, Head of Finance, Stockland
ANDRES BERNAL, Finance Manager, Malabar Coal
NIHI CHELLAPPAH, Senior Finance Manager, SpeedCast


Leaving your firm and moving to industry opens up a world of opportunity. The career paths are so broad and the range of organisations you could join is vast. Those considering the move often feel a great deal of anxiety about moving into the unknown. Come and hear from three talented accounting professionals who share how they managed this critical career transition.

Key takeaways from this session:

• Find out what you need to know before making the jump
• Discover which of your skills and experiences are most valued by business
• Learn how to adapt quickly and succeed in a new environment

 

2:40 pm – 3:10 pm

GET READY TO RIDE THE AMAZON WAVE
JERI MURPHY, Amazon Expert & Cloud Integrator, WhichAddOn.com


Retailers will have access to the world’s most sophisticated distribution platform when Amazon arrives in Australia. The session will cover software systems that connect to Amazon, successes to emulate and failures to avoid. Understand how you can advise your clients in setting up their business to be Amazon-ready.

Key takeaways from this session:

• Learn how clients can sell through Amazon with real-life stories
• Understand what steps to take to get Amazon ready
• Discover which software connects with Amazon and how

 

3:30 pm – 4:00 pm

THE MOST POWERFUL TOOL FOR WINNING CLIENTS – EMOTION
FRASER JACK, Partner and CMO, Myonlineadvisers


What business are you in? Don’t just give the standard corporate response. Your client’s biological and emotional needs are far more important in determining what they want from their future financial professionals. Find out why your client cares more about how they feel than what you do – and how to tailor your services and marketing to match.

Key takeaways from this session:

• Learn about the fundamental change in professional services
• Discover how to provide a service that solves your client’s real problems
• Understand the power of emotion and how to wield it to your advantage