20 – 21 March 2019
ICC Sydney Exhibition Centre
Darling Harbour, Sydney

20 - 21 MARCH 2019
ICC Sydney Exhibition Centre
Darling Harbour, Sydney

Agenda / Day

Wed 20 March 2019 / 09.30 am - 10.00 am

FUTRLI Demo – Discover IT, Decide IT, Do IT!

Stuart Hunter

When you first show a client their business in a dashboard – with the right metrics – they suddenly see accounting in a different light. During this live demo learn how the FUTRLI platform can boost your advisory service and how we will support you on your successful advisory journey. Key takeaways: 

  • Discover how the FUTRLI app works
  • Find out about white labelling and how to market FUTRLI to your clients
  • Hear about our support that ma...

Wed 20 March 2019 / 09.30 am - 10.00 am

How to Expand Into Financial Planning and Business Advisory

Mark Holton

The combination of new technology, emerging competition, pricing pressures and client demand has created opportunities for accounting firms to expand into financial planning and advisory services. How can you create opportunities for cross referral work between the financial planning and accounting teams and integrate these services into your firm? Key takeaways:

  • Find out how to engage tax clients with lucrative add-on financial planning and advisory services
Wed 20 March 2019 / 09.30 am - 10.00 am

Why Your Firm Should Hire A Data Engineer Today – And How To Do It

The average person would never think to find engineers working alongside accountants in public practice. Yet this is inevitable as data engineering is the bedrock for advanced advisory services. Hear from an accountant, programmer and data scientist (in one) why databases are better than Excel and how to find someone to use them. Key takeaways:

  • Understand the difference between exporting data from accounting apps into Excel and connecting apps to a database
Wed 20 March 2019 / 10.05 am - 10.35 am

Why Bookkeeping Has Become A Must-Have Service For Accounting Firms

"Garbage in equals garbage out" has never been truer when it comes to bookkeeping. Firms that want to reduce garbage and improve the quality of data are jumping into bookkeeping. Not only does it offer a regular revenue stream, bookkeeping strengthens client relationships, gives you greater insight into your client's businesses, and means a much cleaner year-end. Key takeaways:

  • Find out how to make bookkeeping a revenue generator and not a loss leader
Wed 20 March 2019 / 10.05 am - 10.35 am

Don’t Get Caught Out On Changes To Depreciation

Mike Mortlock

Thanks to recent Federal Budgets, depreciation ain’t what it used to be. Depreciation deductions against investment properties save investors thousands of dollars and can make or break the profitability of a property investment. Learn from a detailed analysis of 1,000 residential schedules exactly what investors lost under the 2017-2018 Budget. Key takeaways:

  • Learn the average deduction in plant and equipment that investors can no longer claim
  • Disco...

Wed 20 March 2019 / 10.05 am - 10.35 am

The Black Economy and ATO Focus Areas

The Black Economy is where businesses deliberately hide income to avoid paying the right amount of tax and/or superannuation. The black economy taskforce (established by the federal government in December 2016), estimates the value of the black economy to be as large as 3% of our GDP or around $50 billion dollars. In tackling the black economy, the ATO wants to protect honest businesses and focus on those that deliberately try to do the wrong thing. Key takeaways:

Wed 20 March 2019 / 10.05 am - 10.35 am

Payments – the Easiest Way to Increase your Bookkeeping Revenue

Robin Beauchamp

ABA files make paying for a client’s BAS, supplier invoices, super and salaries far harder than it needs to be. Chasing business owners is unrewarding and not exactly a great customer experience. Find out how to flip the process on its head and turn a pain in the proverbial into easy additional revenue. Key takeaways: 

  • Learn why payments is the one service every client needs
  • Find out how to condense payment routines from hours to minutes
Wed 20 March 2019 / 10.40 am - 11.10 am

Paying Employees In Digital Economy

Payroll obligations have always sat at the centre of growing business, but the arrival of Single Touch Payroll is driving a new digital focus. This session explores your opportunities with STP and highlights the other upcoming Xero features and announcements that will modernise payroll processes for partners and small business alike. Key Takeaways:

  • See Payroll in Xero in action
  • Learn how Single Touch Payroll works in Xero
  • Understand how Xe...

Wed 20 March 2019 / 10.40 am - 11.10 am

How I Turned My Compliance Firm into an Advisory Firm

Jim Vass

Advisory firms can charge more for their services than compliance firms – and still keep the compliance revenue. But turning from compliance to advice requires a critical element; trust. With it, you can shorten your sales cycle and charge the correct amount. Hear how a firm moved away from repetitive compliance to advisory and sent revenue soaring. Key takeaways: 

  • Find out how to increase the level of trust with your clients
  • Discover the key steps...

Wed 20 March 2019 / 10.40 am - 11.10 am

Killer Tips on How To Kill Email With Chat

Tony Wall

The internal CC email is the primary culprit for overflowing inboxes. Unfortunately, it’s the most common communication method within most firms. The most progressive firms will tell you that chat is the antidote to the CC email. It’s also the medium of choice for Gen Y and younger staff. But how do you run your firm on chat? Key takeaways:

  • Learn the principles of chat in business and how it differs from work email
  • Find out how progressive firms u...

Wed 20 March 2019 / 10.40 am - 11.10 am

Is an SMSF Right for Your Financial Planning Clients?

Dana Fleming

When setting up an SMSF, your clients need to make sure they get it right from the start, by understanding what’s involved, from setting it up, managing contributions and rollovers, administering their SMSF and reporting to the ATO, investing, paying benefits and finally winding up. Key takeaways:

  • What your clients need to know if they’re considering setting up an SMSF
  • What’s involved in running an SMSF – trustee obligations, costs and reporti...

Wed 20 March 2019 / 10.45 am - 11.30 am

Tabletalk: Leveraging Linkedin for Leads

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Wed 20 March 2019 / 10.45 am - 11.30 am

Tabletalk: Diversity in the workforce

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Wed 20 March 2019 / 10.45 am - 11.30 am

Tabletalk: Hiring & retaining top talent

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Wed 20 March 2019 / 10.45 am - 11.30 am

Tabletalk: Work less, live more – life hacks

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Wed 20 March 2019 / 10.45 am - 11.30 am

Tabletalk: Perfect pitch: nail your value in a single sentence

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Wed 20 March 2019 / 10.45 am - 11.30 am

Tabletalk: Working & communicating with Millenials

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Wed 20 March 2019 / 11.15 am - 11.45 am

How to Triple Your Clients In Just 4 Days a Week

Michele Grisdale

Do you want to know what happens when you switch from manually intensive, paper-based workflows to a firm where technology does the heavy lifting? Find out how one sole practitioner tripled her bookkeeping clients and still kept a weekday free for fishing with her husband. Key takeaways:

  • Find out why paper processes are such time killers
  • Learn how to change your own role in the business – it's not as scary as it sounds
  • Discover the time-...

Wed 20 March 2019 / 11.15 am - 11.45 am

Surviving – And Thriving – In The Age Of Amazon: How To Help Your Clients Master Multichannel

Daniel Van Der Heyden

The proliferation of new sales channels presents a significant opportunity for your clients. But successfully navigating the multichannel landscape in 2019 means avoiding many potential pitfalls that can cause real problems. Learn how to help your clients create a winning multichannel strategy that competes with the world’s biggest eCommerce companies. Key takeaways:

  • Learn how clients can sell across multiple marketplaces without sacrificing accuracy
Wed 20 March 2019 / 11.15 am - 11.45 am

Don't Give Up On Struggling Clients. Give Them a Lifeline Instead

Andrew Spring

We are entering a year of global uncertainty; Trump, Brexit and at home a state and federal election. For clients it could mean tough times that threaten the viability of their business. If you know the basics of insolvency and a partner who can help a client back onto their feet, they will be more loyal than your most successful customers. Key takeaways:

  • Find out how insolvency can give clients a second chance. It doesn’t always mean a shutdown
  • Und...

Wed 20 March 2019 / 11.15 am - 11.45 am

ATO and TPB Updates – the Good, Bad and the Ugly

Peter Thorp

The Tax Office and the Tax Practitioners Board are launching major programs that will change how you operate. From a new agent portal and TPAR expansion to unregistered agents and Code of Conduct compliance. Find out what these two bodies have in store for you. Key takeaways:

  • Find out what is covered in the super guarantee amnesty and audits
  • Know where you stand on CPE and code of conduct audits
  • Discover which of your clients the Black Eco...

Wed 20 March 2019 / 11.50 am - 12.20 pm

What If You Had the Power to Predict Your Business’ Future?

Helen Cockle

What if you could seamlessly tap into your financial and business data and make it forward looking? Find out first hand what FUTRLI is building and how it will revolutionise the way SMBs and accountants connect the dots between inputs and outputs. Key takeaways: 

  • Discover how SMBs and accountants can have intuitive visibility of future cash flow and sustainable economic growth
  • Hear how easy-to-use, AI-driven data modelling will test your ideas and pl...

Wed 20 March 2019 / 11.50 am - 12.20 pm

Your Digital App Stack - Mid Size Firms

An introduction to our recommended Practice app stack for mid size firms. This will include an end to end demo of a job through Xero Practice apps including Xero HQ, Xero tax, Xero workpapers and Xero Practice Manager. Key Takeaways:

  • Find out how to use Xero Practice Manager to manage your practice
  • See Xero tax in action
  • Learn how all of the Xero practice applications integrate
...

Wed 20 March 2019 / 11.50 am - 12.20 pm

Thank You, Royal Commission. Here’s How Firms Can Dominate Financial Planning

David Smith

The Royal Commission shredded the reputation of the Big Four banks and other large providers of financial advice. Financial planning is now swinging back to trusted relationships – and no-one is more trusted than you, the accountant. Learn about the platforms that give firms a way to add a strong, new revenue stream. Key takeaways:

  • Discover why every client needs financial planning services
  • Learn about the different models available to entrepreneuri...

Wed 20 March 2019 / 11.50 am - 12.20 pm

Why Process Automation is the Killer App for Faster Compliance

Rob Cameron

Despite the boom in developing practice software, basic compliance routines still take longer than they should. The heart of the issue is that accountants don’t work in one app or even one module, bouncing from email to accounting software to source documents. Process automation is like Zapier – it completes tasks between apps in the background, automatically and silently. Key takeaways:

  • Find out why a Zapier-like approach to compliance overcomes the issue of...

Wed 20 March 2019 / 12.00 pm - 12.45 pm

Tabletalk: Single Touch Payroll: A lever to grow your business

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Wed 20 March 2019 / 12.00 pm - 12.45 pm

Tabletalk: Making apps part of your value proposition

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Wed 20 March 2019 / 12.00 pm - 12.45 pm

Tabletalk: Successful networking

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Wed 20 March 2019 / 12.00 pm - 12.45 pm

Tabletalk: Let's chat: making the break from internal emails

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Wed 20 March 2019 / 12.00 pm - 12.45 pm

Tabletalk: Succeeding in succession planning

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Wed 20 March 2019 / 12.00 pm - 12.45 pm

Tabletalk: Achieving the paperless office

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Wed 20 March 2019 / 12.25 pm - 12.55 pm

Beyond Referrals – How To Supercharge Your Marketing

Melanie Power

If growth is one of your 2019 goals make sure you're not relying purely on referrals for new business. It all starts with a killer marketing plan to drive prospects to your firm. Whether it's advertising, events and networking, or cost-effective content marketing, learn what is working for accounting and bookkeeping firms in Australia and around the world. Key Takeaways:

  • Learn the essential ingredients to an easy-to-follow marketing plan
  • Find out how ...

Wed 20 March 2019 / 12.25 pm - 12.55 pm

How A CFO Doubled Revenue Twice In Two Years

Di Peters

Do you think of software as a business expense or an investment? If you make the right investment, software can have a huge payoff. Hear how a wholesaler struggling with slow invoicing discovered the power of systems, halved the number of warehouse staff and added them to the sales team instead. Key takeaways:

  • Find out how a single feature in a system can have a massive impact on your operations
  • Learn how to use a system mindset to unwind logistics pr...

Wed 20 March 2019 / 12.25 pm - 12.55 pm

Tips, Tools and Techniques for Management Accounting In a Digital World

Heather Smith

How do you support clients in the decision-making process within their business? You can deliver different levels of advisory services as your clients expand by taking advantage of increasingly sophisticated tools. From the essentials of cash flow forecasting to spreadsheet analysis and manipulation, management accounting is a high value, repeatable service in demand today. Key Takeaways: 

  • Understand the full potential of reporting within popular accounting pack...

Wed 20 March 2019 / 12.25 pm - 12.55 pm

Big changes to how you process ATO correspondence – are you ready?

Ron Drost

The ATO is getting rid of their paper forms – and replacing them with digital delivery. In this session we will cover the 5 key changes your practice needs to get ready for by July 1st 2019. Its the biggest change in 30 years so you need to re-engineer your current processes now. Here’s how you can survive the coming tsunami. Key takeaways:

  • Learn how to update your systems and processes to deal with a digital ATO
  • Find out why client portals work ...

Wed 20 March 2019 / 1.30 pm - 2.00 pm

Advisory Beyond Numbers: How Thinking Bigger Could Save Your Client’s Life

Andrew Van De Beek

Money is a highly emotional topic; failure can drive clients to give up on everything. If all you are thinking about is the numbers then you might be missing the point. Take the time to ask the right questions and you could save a life – and win an ambassador for your business. Key takeaways:

  • Discover how to break down walls and have deep conversations with your clients
  • Find out why you should ask more questions than you currently do
  • Lea...

Wed 20 March 2019 / 1.30 pm - 2.00 pm

Community, Social Media And Finding Your Tribe

Heather Smith

Is social media a distraction, a professional support group or a gold mine of leads? The reality is that it can be all these things – but to get a solid return on investment you need to have a plan and stick to it. Hear an expert social networker share her model for turning social content into a bankable commodity. Key Takeaways:

  • Discover the power of community and how it can help your business
  • Learn how to use social media to create meaningful conn...

Wed 20 March 2019 / 1.30 pm - 2.00 pm

Breaking The Mould In Financial Planning

Jessica Brady

Imagine if you jumped into financial planning – for the first time – and challenged the status quo in not one but three ways. You charged flat fees rather than a percentage; targeted people under 50 rather than rich retirees; and invested heavily in technology compared to other financial planners. Can you really differentiate yourself in financial planning and succeed? Key takeaways: 

  • Learn about the unmet demand for financial planning in alternative demogra...

Wed 20 March 2019 / 1.30 pm - 2.00 pm

Payments – The Next Great Advisory Opportunity

Simon Dennis

The payments industry in Australia is worth over $2 trillion dollars, with over $200 billion of that already posted to accounts payable in MYOB ledgers. The payments landscape is changing rapidly and transforming the way money flows between practice and client. MYOB is leading the charge to integrate payment solutions with your clients accounting software and putting you in the perfect position to capitalise on this massive opportunity Key takeaways:

Wed 20 March 2019 / 2.05 pm - 2.35 pm

Zero To 100: Strategies To Winning Your First 100 Clients

Nick Sinclair

Growth doesn't just happen. You need to make intentional decisions at each and every stage of your firm's life cycle and overcome predictable obstacles. Discover key questions to ask and challenges to avoid, whether you're just starting out, hiring your first employee or bringing on a new partner. Key takeaways:

  • Learn how to think about building your business as a machine to make money
  • Find out how to focus on the most important goal for each stage of...

Wed 20 March 2019 / 2.05 pm - 2.35 pm

Want To Make Your ERP Twice As Useful? Make It Mobile

Chris Heysen

Mobile apps are staple features in SMB accounting software and now they are revolutionising the performance of ERPs. A $50 million revenue distributor condensed seven warehouses into one, putting $1 million into the bank rather than stock. This exercise alone earned the accountant a six-figure fee from a single client. Key takeaways:

  • Discover the ways mobile apps can dramatically improve operations for manufacturers, distributors and similar industries
Wed 20 March 2019 / 2.05 pm - 2.35 pm

How To Get Your Payout And Retire On A Million-Plus Dollars

Magnus Yoshikawa

Every firm owner looks forward to the day when they walk out of the office for the last time, taking a big, fat cheque with them. The easiest people to sell to are your best staff and junior partners – but what happens if they can’t afford the going price? Key takeaways:

  • Find out how sale prices for firms have changed in the past 12 months – and the factors driving that change
  • Learn about new funding models that lend against the value of the bus...

Wed 20 March 2019 / 2.05 pm - 2.35 pm

From Reactive to Proactive: HR and Payroll Compliance in the Digital Age

Dan Denby

SMEs face countless people-related compliance issues, from superannuation to workers’ comp. Not to mention dozens of employment law obligations and ensuring all employees are paid correctly. Learn how you can mitigate the risks of non-compliance, including financial penalties and brand damage, by automating your HR and payroll processes. Key Takeaways: 

  • Discover the worst HR and payroll compliance pain points. What goes wrong and why?
  • Learn how aut...

Wed 20 March 2019 / 2.15 pm - 3.00 pm

Tabletalk: Work less, live more – life hacks

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Wed 20 March 2019 / 2.15 pm - 3.00 pm

Tabletalk: Leveraging Linkedin for Leads

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Wed 20 March 2019 / 2.15 pm - 3.00 pm

Tabletalk: Diversity in the workforce

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Wed 20 March 2019 / 2.15 pm - 3.00 pm

Tabletalk: Hiring & retaining top talent

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Wed 20 March 2019 / 2.15 pm - 3.00 pm

Tabletalk: Perfect pitch: nail your value in a single sentence

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Wed 20 March 2019 / 2.15 pm - 3.00 pm

Tabletalk: Working & communicating with Millenials

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Wed 20 March 2019 / 2.40 pm - 3.10 pm

Get Rid Of Your Clients' Cash Flow Worries For Good!

Stuart Hunter

You know the one thing that keeps all your clients up at night – cashflow. Banish cashflow worries for good by identifying your client’s issues and giving them solutions to effect change. Effective reporting can give your clients control of the cash cycle by flagging the leading indicators. Key takeaways: 

  • Learn how to use reports to drive strategy and change
  • Find out the fastest way to identify the biggest issues in a client's business
  • <...

Wed 20 March 2019 / 2.40 pm - 3.10 pm

How To Build Confidence To Recommend The Right Apps 
For Your Clients

How to recommend apps with confidence to your clients, no matter where you at on the digital journey. Key Takeaways: 

  • Get an overview of the app advisory opportunity
  • Uncover tools and resources available for app recommendation
  • Discover the steps required to prepare for app advisory
...

Wed 20 March 2019 / 2.40 pm - 3.10 pm

The $3 Trillion Intergenerational Wealth Transfer – What To Do About This Taboo Topic?

Kylie Parker

A generation of wealthy clients are heading to retirement and they need your help! Many owners don’t know how to separate themselves from their business, find a buyer or pass the company on to the next generation. Online platforms can take the heavy lifting out of planning a sale of a business, sorting out personal finances or assisting with estate planning. Key takeaways:

  • Find out how to pick the best online platform for creating wills and business plans
  • ...

Wed 20 March 2019 / 2.40 pm - 3.10 pm

How to Pick The Best Apps To Drive Your Business Advisory Service

SMEs are demanding that accountants offer strategic advice as well as accounting. The first step to affordable advisory is to implement processes that automate as much of the data collection as possible. Hear how best-in-class apps provide an end-to-end solution for accountants, solving fundamental problems such as cash flow management. Key takeaways:

  • Find out why improving data collection is essential to offering advice
  • Learn how the right combinatio...

Wed 20 March 2019 / 3.15 pm - 3.45 pm

Preaccounting: Increase Productivity By Automating Your Expense Management Process

Sofie de Vreese

Clients' inefficiencies create your biggest headaches. Particularly if they have manual processes and a lack of urgency or accountability. Better expense management can improve your clients' workflows, increase efficiency, and accelerate your month-end close. Key takeaways:

  • Learn how to identify and diagnose preaccounting inefficiencies and explain the opportunity to your clients
  • Optimise your clients’ preaccounting workflows and processes, which in...

Wed 20 March 2019 / 3.15 pm - 3.45 pm

From Stress To Success With Your Compliance Practice

John Peterson

There is never enough time when you’re running your own practice, and this pressure creates a lot of stress. To create a better relationship with your firm, start with the small habits. These gradually separate you from the emotion and daily grind and let you focus on a strategy to engineer a low-stress, high-reward business. Key takeaways:

  • Learn how one firm owner runs a $1.5M fee base with only 5.2 FTE headcount
  • Discover the daily success habits o...

Wed 20 March 2019 / 3.15 pm - 3.45 pm

Extensible Accounting Systems – When Add-Ons Don’t Add Up

Grant Cowie

Add-on apps for your accounting software work great – until you have too many of them. Then you start running into problems from syncing data across multiple systems; infrequent syncing, rising costs and compatibility. Learn how you can extend your current system and reduce your reliance on Excel sheets to run your clients’ businesses. Key takeaways:

  • Find out when it’s better to build a function rather than find an app for it
  • Know when your clie...

Wed 20 March 2019 / 3.15 pm - 3.45 pm

How To Turn A $3K/Year Client Into $3K/Month

Stuart Brandman

The argument for monthly recurring revenue is strong – more consistent cashflow, better managed workloads and stronger client relationships. The easiest way to pick up MRR is to convert your once-a-year compliance client to year-round service. This not only serves your clients’ needs better, it brings you more challenging and profitable engagements. Key takeaways:

  • Learn how to create profitable accounting products
  • Find out how to explain the value...

Wed 20 March 2019 / 3.15 pm - 4.00 pm

Tabletalk: Single Touch Payroll: A lever to grow your business

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Wed 20 March 2019 / 3.15 pm - 4.00 pm

Tabletalk: Successful networking

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Wed 20 March 2019 / 3.15 pm - 4.00 pm

Tabletalk: Succeeding in succession planning

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Wed 20 March 2019 / 3.15 pm - 4.00 pm

Tabletalk: Let's chat: making the break from internal emails

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Wed 20 March 2019 / 3.15 pm - 4.00 pm

Tabletalk: Making apps part of your value proposition

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Wed 20 March 2019 / 3.15 pm - 4.00 pm

Tabletalk: Achieving the paperless office

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Wed 20 March 2019 / 3.50 pm - 4.20 pm

Simple Advisory Tools To Turn Client Insights Into Action

Emily Splatt

It’s almost impossible for the average SME owner to run their business from a P&L. Discover the practical steps involved in turning a client’s set of financials into an actionable one-page plan. This will tell your client where they are right now and where they want to be in the future. Key takeaways:

  • Discover the five phases to business advisory success
  • Hear how reports in FUTRLI can unearth advisory opportunities for you
  • Learn ho...

Wed 20 March 2019 / 3.50 pm - 4.20 pm

What's New in Xero Business

Xero is constantly adding new features and improvements to their cloud accounting software to improve the efficiency of yours and your client's businessses. Hear all the latest and greatest releases from the last 12 months. Key Takeaways: 

  • Discover how to squeeze more performance and usefulness from your accounting software
  • Learn about new features that save time on common tasks such as invoicing
  • Find out what Xero has in store for releas...

Wed 20 March 2019 / 3.50 pm - 4.20 pm

Exploring Models for Adding Financial Planning to Your Firm

Accounting firms wanting to establish a wealth and financial services division face a range of options. They can refer clients to several external financial planners or align themselves with just one. A firm may choose to build their own division from scratch and fast-track growth by acquiring a book of fees. Learn how to weigh up the pros and cons. Key takeaways:

  • Get clarity about your options for moving into financial planning
  • Find out how you can h...

Wed 20 March 2019 / 3.50 pm - 4.20 pm

Scaling Up: How to Prepare for the Challenges of Growth

Every business wants to grow but not every business is prepared to handle rapid growth. Companies have even foundered because they grew faster than they could handle. If you are primed for rapid expansion you need to answer these questions: What does growth mean in your business? How will you deal with the challenges that growth brings? Key takeaways:

  • Learn about the tools a business needs to handle rapid growth
  • Find out the best way to limit your spe...

Wed 20 March 2019 / 4.25 pm - 4.55 pm

How to Build a Profitable Bookkeeping Business

Looking to grow a profitable bookkeeping business? There is no better way than to hear from those that have “walked the walk”. Hear from three experienced business owners how they solved the big issues in growing a successful bookkeeping business including marketing, team building, client management and time management. Key Takeaways:

  • Understand the biggest challenges facing bookkeepers in growing a business
  • Learn how some of the bookkeeping indus...

Wed 20 March 2019 / 4.25 pm - 4.55 pm

5 Practical Ways To Protect Your Client Data Right Now

Jamie Beresford

An ounce of protection is worth a pound of cure – or, in the case of hacking firms, worth tens of thousands of dollars. Hear a detailed account of how a hacker breached an Australian accounting firm, the commercial impact and the simple steps they could have implemented to avoid the incident in the first place. Key takeaways:

  • Understand what a real-life breach actually looks like
  • Learn about the preventative measures that can stop client breaches
Wed 20 March 2019 / 4.25 pm - 4.55 pm

Using Excel To Automate Processes In Xero And QBO? Yes You Can

Lance Rubin

Despite all the predictions of its imminent demise, Excel is still the best and most flexible tool used in the accounting industry. The arrival of cloud accounting software has increased its usefulness by automating mostly manual processes using two-way syncing with Xero and QuickBooks Online. Key takeaways:

  • Discover the massive productivity gains that Excel can bring to any modern firm
  • Find out the fastest way to set up a new client in Xero or QuickB...

Wed 20 March 2019 / 4.25 pm - 4.55 pm

Creating 3-Way Wins For Clients, Accountants & Bookkeepers

For clients to be successful, they need both quality bookkeeping and quality accounting. As their trusted advisor you play a pivotal role making sure your clients get the best quality service. This session explores a number of ways to form strategic partnerships with bookkeepers and accountants to not only best serve your clients, but help you achieve your own business goals. Key takeaways:

  • How to make strategic partnerships a part of your growth plan
Wed 20 March 2019 / 09.30 am - 10.00 am

Professional Services for Xero Partners

Changing your business requires more than just software. Hear from Xero's partner consulting team on making the most of moving to Xero for your practice. Key Takeaways: 

  • Understand what professional services Xero now offer
  • See our best practice recommendations for implementations
  • Learn what our partner consulting team do and how they can help your Practice
...

Thu 21 March 2019 / 09.30 am - 10.00 am

Propel Your Advisory Services to the Next Level with the Ideal Tech Stack

Patrick Frigo

Conversations in the accounting and bookkeeping community are shifting towards technology and trends. Peeking into the future is a tricky business – but with the right tools, you can prepare your practice to better manage client expectations, harness real-time insights, and reach your goals. Key Takeaways: 

  • Understand the changing accounting technology landscape
  • Find out how to manage changing client expectations
  • Learn how to build a te...

Thu 21 March 2019 / 09.30 am - 10.00 am

How To Use Big Data, Machine Learning And AI To Increase Your SMSF Profits

Ron Lesh

There is a lot of talk about artificial intelligence and its various services. But the question that keeps coming up is, “What's in it for me?” This session will show you how to use big data to service your SMSF clients better and how AI can and will change the way you process your SMSFs. Key Takeaways:

  • Find out why big data is the future of SMSF reporting
  • Understand why AI and machine learning can process your SMSF data more accurately and effici...

Thu 21 March 2019 / 09.30 am - 10.00 am

How To Create More Value When You Can’t Create More Time

James Tobin

Growing services revenue is imperative for every firm but it is not an easy change to make. The core of advisory is the ability to have proactive conversations with your clients and to help them understand fiscal management. Discover how you can create more value and position yourself as part of your clients’ successful future. Key Takeaways: 

  • Find out what your clients really value – what matters to all small businesses?
  • Learn how to leverage yo...

Thu 21 March 2019 / 10.05 am - 10.35 am

Preaccounting: Increase Productivity By Automating Your Expense Management Process

Sofie de Vreese

Clients' inefficiencies create your biggest headaches. Particularly if they have manual processes and a lack of urgency or accountability. Better expense management can improve your clients' workflows, increase efficiency, and accelerate your month-end close. Key takeaways:

  • Learn how to identify and diagnose preaccounting inefficiencies and explain the opportunity to your clients
  • Optimise your clients’ preaccounting workflows and processes, which in...

Thu 21 March 2019 / 10.05 am - 10.35 am

Cloud Document Management – Finally A Solution That Doesn’t Ask Your Practice To Compromise

Rob Cameron

Process automation can strip a lot of the repetitive, low-value work from compliance. Once you have set up automation – what are you going to do with your extra man hours? Luckily, there is already pent-up demand for a high value substitution. Here’s how you can reassign staff so your new service is ready to go. Key takeaways:

  • Find out why you don’t just need clean data for advisory – you need capacity
  • Understand how to place staff in adjacent...

Thu 21 March 2019 / 10.05 am - 10.35 am

The Quest To Find A Decent Reporting Tool For Mid-Size Companies

Warwick Russell

Once you start dealing with companies making $2 million to $50 million a year the standard crop of reporting tools don’t make the grade. They can be inflexible, take too long to make changes and can’t dive deep into the data. Hear how a consultancy that tried all the popular tools discovered that dashboards don’t work without proper data management. Key takeaways:

  • Understand the difference between standard reporting and business intelligence
  • Dis...

Thu 21 March 2019 / 10.05 am - 10.35 am

Automate To Survive And Handle More Customers, More Easily

Tim Hoopmann

Automation is not a dirty word. It is an opportunity to leverage technology to do the heavy lifting of the routine and the mundane; document collection, document management and data entry, for example. Learn which parts of the accounting process are ripe for automation and how to increase your capacity. Key Takeaways: 

  • Find out how to properly integrate tools so they become an extension of your team
  • Discover which processes you should automate first<...

Thu 21 March 2019 / 10.40 am - 11.10 am

The Roadmap For Moving Down The Advisory Path

Patrick Frigo

The move to advisory is a growing topic for firms in today's connected digital era. This has created new opportunities for firms to have deeper conversations with their clients, adding value and helping small businesses thrive. This session will highlight the tools of connected apps for firm's to unlock advisory to streamline operations to help their clients thrive, whilst growing new revenue streams. Key Takeaways: 

  • Understand the advisory opportunity
  • <...

Thu 21 March 2019 / 10.40 am - 11.10 am

How to Map Out your Advisory Roll Out

Samantha Dean

Business planning and developing an effective advisory strategy can be a daunting task. It requires some change management, a little retraining and a good dose of marketing. Mix it all together and you will have a range of new services that will generate new revenue and increase client loyalty. Key Takeaways: 

  • Learn how to create loyalty with a service that clients want and desire
  • Hear how to become an advisor selling services that your clients want ...

Thu 21 March 2019 / 10.40 am - 11.10 am

Best Strategy To Build An SMSF Portfolio? Customer Satisfaction

Simone Palfreyman

Attracting new customers is a constant battle for any firm. Customer service is a very effective way to differentiate yourself and can be an invaluable growth strategy, with SMSF and SME clients. Learn some of the tricks to increasing your client portfolio with customer service. Key Takeaways: 

  • Find out why traditional approaches to customer service aren’t working and what you can do better
  • Understand the specific steps you need to follow that will...

Thu 21 March 2019 / 10.40 am - 11.10 am

How To Turn That Problem File Into A Client For Life

Hank de Jonge

Every time a struggling business closes, you lose a client. Discover a new way to help and retain that client for life. You can change your model for dealing with clients in financial distress by utilising pre-insolvency services. Find out how this independent professional advice can assist your clients to gain a far superior outcome. Key Takeaways: 

  • Walk away with the solution to your problem files
  • Learn the new way you can help clients in financial...

Thu 21 March 2019 / 10.45 am - 11.30 am

Tabletalk: Leveraging Linkedin for Leads

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Thu 21 March 2019 / 10.45 am - 11.30 am

Tabletalk: Hiring & retaining top talent

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Thu 21 March 2019 / 10.45 am - 11.30 am

Tabletalk: Work less, live more – life hacks

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Thu 21 March 2019 / 10.45 am - 11.30 am

Tabletalk: Perfect pitch: nail your value in a single sentence

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Thu 21 March 2019 / 10.45 am - 11.30 am

Tabletalk: Working & communicating with Millenials

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Thu 21 March 2019 / 10.45 am - 11.30 am

Tabletalk: Diversity in the workforce

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Thu 21 March 2019 / 11.15 am - 11.45 am

How to Create a Mentally Healthy Business

If you work with business owners you see first-hand the stresses they face. You can earn their gratitude and loyalty by spotting issues early and guiding them to proper care. There are many ways you can support business owners without training as a counsellor. Witnessing distress can also take its own toll; find out how to look after yourself. Key takeaways:

  • Discover why good mental health is beneficial for your business and your clients’
  • Learn how ...

Thu 21 March 2019 / 11.15 am - 11.45 am

Automation, Integration And The Future of Compliance

Tobi Heskett

The biggest bugbear in any compliance firm is the “pick up and put down” problem. Your staff are ready to work but they can’t without information from the client. Find out what happens to your firm when you systematically map out pain points like this and build a system that removes them. Key takeaways:

  • Learn how to create a company return in half the time and reinvest the hours with clients to quadruple your firm’s profitability
  • Find out how ...

Thu 21 March 2019 / 11.15 am - 11.45 am

CA, CPA, FCPA: Are Accreditations Worth What They Used to Be?

Do accreditations still matter? Firms are moving from hourly fees, where accreditations justify higher rates, to all-inclusive subscription pricing that is judged on quality of service. Outsourcing teams behind the scenes are taking on more of the work. What do you tell your graduates: Is it worth paying the annual fee for your association membership? Key Takeaways: 

  • Find out whether a qualification is necessary for professional success in accounting
Thu 21 March 2019 / 11.15 am - 11.45 am

Talking Tech With Clients – The Newest Part Of Your Job

Debra Anderson

Change is always difficult, so when talking new tech with your clients make sure you focus on what's in it for them. You'll learn from fellow bookkeepers and accountants about how they 'sell' their clients on new technology, how they overcome common objections, plus how they make new technology usage an ongoing habit for their clients. Key Takeaways: 

  • Discover why technology advice is a critical role for bookkeepers
  • Learn how to make solid, independe...

Thu 21 March 2019 / 11.50 am - 12.20 pm

What You Measure Is What You Get! The Power of the Daily Number

Michael McGee

While historical financial statements reveal the performance of your business, identifying leading indicators to predict future performance is equally critical. By focusing on a single number, measured daily, you can achieve a clearly defined and audacious goal in your personal life. And find out what happens if you stop measuring your “daily number”. Key Takeaways: 

  • Find out how to look beyond financial statements for indicators of performance
  • L...

Thu 21 March 2019 / 11.50 am - 12.20 pm

Paying Employees In Digital Economy

Payroll obligations have always sat at the centre of growing business, but the arrival of Single Touch Payroll is driving a new digital focus. This session explores your opportunities with STP and highlights the other Xero features and announcements that will modernise payroll processes for partners and small business alike. Key Takeaways: 

  • See Payroll in Xero in action
  • Learn how Single Touch Payroll works in Xero
  • Understand how Xero expe...

Thu 21 March 2019 / 11.50 am - 12.20 pm

How Do Your Services And Pricing Compare To The Market? From The Future Of SMSF Survey

Aaron Dunn

Are you underpricing your services? Find out where you rank in a benchmark survey of nearly 500 SMSF practitioners across Australia, with detail on the average fees charged by revenue, pricing model and frequency of invoicing. The survey also investigates the number and type of services by revenue and the frequency of engagement. Key Takeaways:

  • Discover how your firm performs and charges compared to firms with a similar number of funds
  • Find out which ...

Thu 21 March 2019 / 11.50 am - 12.20 pm

What Can You Do With Microsoft’s Power Apps And Power BI?

Microsoft Power Apps allow non-developers to create and publish web and mobile apps through a web-based tool. You don’t need to know any programming, just how to use a web browser – and these apps integrate with the whole Microsoft Office suite. See what’s possible in improving productivity with experiments by one progressive firm. Key Takeaways: 

  • Discover the potential of passing data from a Power BI report to a Power App
  • Find out how to creat...

Thu 21 March 2019 / 12.00 pm - 12.45 pm

Tabletalk: Single Touch Payroll: A lever to grow your business

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Thu 21 March 2019 / 12.00 pm - 12.45 pm

Tabletalk: Successful networking

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Thu 21 March 2019 / 12.00 pm - 12.45 pm

Tabletalk: Making apps part of your value proposition

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Thu 21 March 2019 / 12.00 pm - 12.45 pm

Tabletalk: Succeeding in succession planning

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Thu 21 March 2019 / 12.00 pm - 12.45 pm

Tabletalk: Let's chat: making the break from internal emails

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Thu 21 March 2019 / 12.00 pm - 12.45 pm

Tabletalk: Achieving the paperless office

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Thu 21 March 2019 / 12.25 pm - 12.55 pm

Beyond Bookkeeping: Top New Services for Bookkeepers

Kelly Berger

What can you do for your clients if they want more from you than just bookkeeping? When it is obvious when your clients aren't getting the help they need it's up to you to fill the gaps. Find out which services a bookkeeper can deliver to SMEs when their accountant is MIA. Key takeaways:

  • Learn how to identify the services that your client needs
  • Find out how to approach your client about the added value services you offer
  • Discover how to se...

Thu 21 March 2019 / 12.25 pm - 12.55 pm

How To Turn Compliance Into A Money Making Machine

John Peterson

The classic challenge facing every firm owner – how to put down the tools instead of creating a full-time job for yourself (with overtime). It is not impossible to remove yourself from daily operations, even though it feels like it. The first step is to think of your business as a machine that runs on its own. Key Takeaways: 

  • Learn how to earn more while working less in your compliance practice
  • Discover how to become less than 20% chargeable in und...

Thu 21 March 2019 / 12.25 pm - 12.55 pm

From Frustration To Freedom – How To Systemise Your Business

Troy Eadie

Everyone tells you to invest your money to get a return but no one talks about investing your time to get a return on time. Most business owners are stuck in the centre of their business creating a bottleneck on growth. Instead of treading water with unclear systems, invest your time to build something that will replace you. Key Takeaways:

  • Find out the best way for your clients to capture their teams’ IP and experience
  • Discover how to have all team ...

Thu 21 March 2019 / 12.25 pm - 12.55 pm

Create The Perfect Daily Schedule For A Bookkeeping Firm

It's easy to get sucked into working in your business – fighting fires, dealing with staff, making sales. All necessary tasks, but how much time should you spend on these and how much on strategy, personal development and partnerships? This panel is designed to help practitioners shape their ideal schedule that prioritises growth and high performance. Key Takeaways: 

  • Learn how to prioritise the tasks that only the CEO can do
  • Find out how to miminis...

Thu 21 March 2019 / 1.30 pm - 2.00 pm

FUTRLI Demo – Discover IT, Decide IT, Do IT!

Stuart Hunter

When you first show a client their business in a dashboard – with the right metrics – they suddenly see accounting in a different light. During this live demo learn how the FUTRLI platform can boost your advisory service and how we will support you on your successful advisory journey. Key Takeaways:

  • Discover how the FUTRLI app works
  • Find out about white labelling and how to market FUTRLI to your clients
  • Hear about our support that make...

Thu 21 March 2019 / 1.30 pm - 2.00 pm

Your Digital App Stack - Micro Sized Firms

An introduction to our recommended Practice app stack for micro size firms. This will include an end to end demo of a job through Xero Practice apps including Xero HQ, Xero tax, Xero workpapers and Xero Projects. Key Takeaways: 

  • Find out how to use Xero Projects to manage your practice
  • See Xero tax in action
  • Learn how all of the Xero practice applications integrate
...

Thu 21 March 2019 / 1.30 pm - 2.00 pm

How Cloud Technology Can Change Your Client Conversations And Grow Your Business

Ben Gill

Cloud technology can create capacity in your business and generate more revenue from your firm’s entity establishment, management and corporate compliance capabilities. You can centralise historical data stored on your desktop by using a cloud-based trust register. This gives you a base to automate your process, generate forms automatically and easily re-price your services. Key Takeaways:

  • Find out how to use the extra capacity to have more valuable conversatio...

Thu 21 March 2019 / 1.30 pm - 2.00 pm

How To Turn Budget Night Into Extra Consulting Revenue

Ben Miller

Budget Night offers fantastic opportunities for accountants to contact their clients. But how do you translate it into consulting revenue? And how often do budget announcements change before they become law? Legislative changes always relate to specific clients – but which ones? Learn how to identify affected clients automatically and fill your consulting pipeline. Key Takeaways: 

  • Learn how to identify legislative risk for your clients at scale – and notify ...

Thu 21 March 2019 / 2.05 pm - 2.35 pm

Why STP is Your Best Friend – Not Your Foe

Do you think of the transition to Single Touch Payroll as yet another legislative burden to discuss with clients? Or do you see it as a prime opportunity to grow your business and deepen client relationships? Hear how a savvy accountant and bookkeeper are capitalising on this large scale compliance event. Key Takeaways:

  • Get an easy-to-follow checklist for introducing STP
  • Learn how to frame the STP conversation with clients
  • Discover how you...

Thu 21 March 2019 / 2.05 pm - 2.35 pm

How To Hire, Manage And Retain Your A-Grade Millennials

Nick Sinclair

Millennials want the ability to work from home, at different hours, and expect a plan for work-life balance that gives them a measure of freedom you never had. If you want the best talent in the market you need to openly share your strategy, work on your culture and burnish your brand. Key Takeaways: 

  • Find out why personal development is more attractive than salary
  • Why training and development plans are essential and expected tools
  • How to...

Thu 21 March 2019 / 2.05 pm - 2.35 pm

Trouble With Inventory? How To Tell When Your Client Needs To Upgrade Their Stock Management

Daniel Van Der Heyden

Stock outages, lost sales and dissatisfied customers are common problems that can prevent your clients from growing. And they are all often caused by inadequate inventory management. Many of your clients will outgrow simple inventory systems and need a more robust solution – especially if they’re manufacturing products. Find out how to spot the clients that need a tap on the shoulder. Key Takeaways: 

  • Discover the improvements that cloud inventory management ...

Thu 21 March 2019 / 2.05 pm - 2.35 pm

The Pricing Spectrum: From Hourly Billing To Value Pricing

Damien Greathead

Pricing is difficult. With technology eroding away at time, firms need to adapt their pricing model so that they are not penalised for investing in technology and training. Hear how a leading firm prices its services, how it uncovers what clients value, and when hourly billing works. Key Takeaways: 

  • Understand different pricing strategies and when to use them
  • Learn techniques for pricing clients quickly and effectively
  • Discover how to pro...

Thu 21 March 2019 / 2.15 pm - 3.00 pm

Tabletalk: Leveraging Linkedin for Leads

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Thu 21 March 2019 / 2.15 pm - 3.00 pm

Tabletalk: Work less, live more – life hacks

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Thu 21 March 2019 / 2.15 pm - 3.00 pm

Tabletalk: Working & communicating with Millenials

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Thu 21 March 2019 / 2.15 pm - 3.00 pm

Tabletalk: Diversity in the workforce

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Thu 21 March 2019 / 2.15 pm - 3.00 pm

Tabletalk: Hiring & retaining top talent

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Thu 21 March 2019 / 2.15 pm - 3.00 pm

Tabletalk: Perfect pitch: nail your value in a single sentence

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Thu 21 March 2019 / 2.40 pm - 3.10 pm

Why Clients Want More and Why They Will Pay For It

It’s not just accountants that have seen the golden opportunity in advisory services. A growing percentage of business owners are realising how much they can gain from this blend of coaching and accountancy. It’s time to meet that demand and give your clients what they are asking for. Key Takeaways:

  • Hear how to keep pace with your clients’ work habits and stand out from a market of compliance factories
  • Learn how to leverage what you already know...

Thu 21 March 2019 / 2.40 pm - 3.10 pm

Job Management in Xero

Hear about the best ways for small businesses to track jobs, time and costs using Xero's two job management tools, Xero Projects and Workflow Max. Key Takeaways: 

  • Learn about Xero Projects and Workflow Max in detail
  • How to determine whether Xero Projects or Workflow Max is the best fit for your clients
...

Thu 21 March 2019 / 2.40 pm - 3.10 pm

Top SMSF Issues For Accountants And Trustees In 2019

Darin Tyson-Chan

The past year has been a difficult time for accountants and their SMSF clients. From residency reforms and death benefits to audits and professional standards, SMSF is undergoing change on multiple fronts. Two industry experts examine the most pressing concerns raised by readers of Australia’s premier SMSF publications and analyse the likely outcomes for practitioners. Key Takeaways: 

  • Find out the most pressing issues for your peer group and how leading practi...

Thu 21 March 2019 / 2.40 pm - 3.10 pm

How to Avoid The Credit Crunch And Find Funding For Your Clients

Tom Cranfield

The banks are saying ‘no’ more often to your business clients as lending conditions tighten. Private lending solutions are stepping up to fill the void, approving up to $15 million in just 24 hours. Understand the difference between private lending and bank finance, and discover why it is a viable solution for your clients. Key Takeaways: 

  • Hear about the types of scenarios where fast funding solutions are critical
  • Learn tips for navigating the sh...

Thu 21 March 2019 / 3.15 pm - 3.45 pm

Single Touch Payroll – A Reporting Change For Employers

John Shepherd

Single Touch Payroll (STP) is a reporting change for employers. Employers with 20 or more employees are required to report payments such as salary and wages and PAYGW at the same time they pay their employees. As of 1 July 2018, employers with over 20 employees began reporting through STP. Get the insights on the implementation, learnings from the data the ATO are receiving and the future for STP and small employers. Key takeaways:

Thu 21 March 2019 / 3.15 pm - 4.00 pm

Tabletalk: Single Touch Payroll: A lever to grow your business

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Thu 21 March 2019 / 3.15 pm - 4.00 pm

Tabletalk: Making apps part of your value proposition

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Thu 21 March 2019 / 3.15 pm - 4.00 pm

Tabletalk: Successful networking

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Thu 21 March 2019 / 3.15 pm - 4.00 pm

Tabletalk: Achieving the paperless office

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Thu 21 March 2019 / 3.15 pm - 4.00 pm

Tabletalk: Succeeding in succession planning

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Thu 21 March 2019 / 3.15 pm - 4.00 pm

Tabletalk: Let's chat: making the break from internal emails

Join these small group discussions, hosted by expert facilitators. Share and overcome challenges, uncover new tactics and learn what others are doing, that you’re not! Each table seats 10 people. Seating is on a first come, first serve basis. Sponsored by Intuit Quickbooks....

Thu 21 March 2019 / 3.15 pm - 3.45 pm

8 Easy Ways To Increase Your Revenue In 2019

Edward Hayes

The cost of doing business is rising while price competition is pushing down profits. But it’s not all doom and gloom – as old tasks are automated, accountants are free to pursue other areas. Instead of trying to find new clients, here are some ideas to increase the average transaction value per client. Key Takeaways:

  • Learn how to extract the maximum sales potential from your existing client base
  • Discover time or cost-saving products that are easy...

Thu 21 March 2019 / 3.15 pm - 3.45 pm

E-invoicing – What Is It, And How Can I Prepare?

Mark Stockwell

e-invoicing allows a business to send invoices to their customer’s software in a standard format, and receive invoices in return, even when they’re using different systems.This is a faster, more secure way of sending invoices from software to software. Hear exactly how e-invoicing can help businesses save time, money and improve efficiency. Key Takeaways:

  • Understand what businesses can do to prepare
  • Businesses can choose to take up e-invoicing –...

Thu 21 March 2019 / 3.15 pm - 3.45 pm

The Importance Of People Planning

Quality people continue to be one of the scarcest resources in accounting. Whether you're a sole practitioner or a multi-partner firm you need to effectively manage your human capital. The secret is knowing how to better recruit, develop, and exit people. A good team gives you more time to do what you love. Key Takeaways:

  • Learn the latest techniques for training staff effectively and efficiently
  • Discover how to hire Millennials that want to work for y...

Thu 21 March 2019 / 3.50 pm - 4.20 pm

Xero and Hubdoc: Better together

Matt Bunston

Hubdoc is now part of the Xero family! The magic of auto-fetching documents from supplier portals and online banking is now baked into your accounting software. Find out more how to streamline admin tasks such as financial document collection and data entry so you can run your practice more efficiently. Key Takeaways: 

  • Discover how to streamline data capture so that you never have to type in another invoice
  • Learn how financial document collection eli...

Thu 21 March 2019 / 3.50 pm - 4.20 pm

What If You Had The Power To Predict Your Business’ Future?

Helen Cockle

What if you could seamlessly tap into your financial and business data and make it forward looking? Find out first hand what FUTRLI is building and how it will revolutionise the way SMBs and accountants connect the dots between inputs and outputs. Key Takeaways: 

  • Discover how SMBs and accountants can have intuitive visibility of future cash flow and sustainable economic growth
  • Hear how easy-to-use, AI-driven data modelling will test your ideas and pl...

Thu 21 March 2019 / 3.50 pm - 4.20 pm

Can A Machine Audit An SMSF? Yes It Can!

Manoj Abichandani

Machines are good with numbers – they can calculate rent, dividend and interest income and tax for a fund via intelligent data feeds. But can we make these machines smart enough to predict Income and Tax with the right algorithms and humans audit only the deviations? Key Takeaways: 

  • Find out how AI is disrupting SMSF audit
  • Understand how your SMSF Audit workflow when you allow machines do the auditing
  • Discover how much automation can in...

Thu 21 March 2019 / 3.50 pm - 4.20 pm

Why Specialisation Is A Powerful Strategy For Any Firm

The more you know about your client’s business the more you can do for them. Specialisation makes you an expert that can benchmark data and examine margins with full confidence. Hear how a Sydney firm started with bookkeeping for creative businesses and now sells advanced analytics and consulting services to their customers. Key Takeaways: 

  • Discover why finding your niche is so important to growing your business
  • Find out why specialists can sell hi...

Thu 21 March 2019 / 4.25 pm - 4.55 pm

How To Catch The Boom In Ecommerce Accounting

Ecommerce businesses are the future. Your clients will be selling on Amazon, Shopify or another platform soon if they aren’t already. You will need to understand these businesses and where to get the data to do their compliance work. Learn processes from ecommerce accountants that can save you time and help you provide your clients with accurate financials. Key Takeaways: 

  • Discover ecommerce accounting best practices for recording income, cost of goods sold an...

Thu 21 March 2019 / 4.25 pm - 4.55 pm

How To Run An Efficient Practice With Clients On Different Software Packages

David Francis

Moving all your clients on to one software package sounds good in theory, but in practice it rarely works. Not every client is the same! By leveraging the power of the cloud, it is possible to use one process (not one ledger) in your practice with whatever software suits your clients the best. Key takeaways:

  • Learn how to increase the efficiency of your compliance jobs, no matter what software your clients use
  • Discover the power of using APIs to collec...

Thu 21 March 2019 / 4.25 pm - 4.55 pm

Begin With The End In Mind: Defining Your Perfect Practice

Why are you in business? Purpose is what gets you out of bed most days, and your reasons might be very different to your neighbour’s. The most successful firms (and people) have worked out how to align their purpose with their day to day. Do this and you’ll notice an enormous difference in your will to work and ability to achieve. Key Takeaways: 

  • Understand the psychology behind purpose and work habits
  • Learn how to find staff and clients who shar...

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