ATSA 2016
 
DAY 1 - MONDAY 24TH OCTOBER, 2016


TIME STREAM 1 STREAM 2 STREAM 3
7:30 am to 8:30 am Registration
8:30 am to 8:40 am Welcome
8:40 am to 9:15 am
Turn ideas into innovative solutions with MYOB’s #TheHackStand
Tim Reed, MYOB
9:15 am to 10:15 am
Leaders Panel 
Bring your questions to participate in this lively debate with industry leaders who will discuss the important technology issues impacting accountants in practice. Moderated by David Smith, Smithink.
Tim Reed MYOB, Daniel Rabie Reckon, Luis Sanchez Intuit, Pete Sanders Wolters Kluwer, Alan Osrin Sage, Trent Innes Xero
10:15 am to 10:55 am Morning Tea
10:55 am to 11:25 am
Embrace New Technology with Cloud Document Management (CDM) - a true secure online client collaboration experience
Is your Practice interested in saving time and money? Did you know that Document Management is your number one IT investment with most of your server space used for storing documents. It is your single biggest risk and point of weakness.
Embrace new technology with a move to Nimbus CDM and go far beyond just saving on IT, infrastructure and removing risk. Feature rich and powerful, CDM takes full advantage of the Cloud to deliver benefits that cannot be matched by desktop DM products. In this session, learn why Nimbus CDM is the missing piece of the puzzle and is your pathway to revolutionalising Client Collaboration.
Salesforce, Sage practice management and Sage compliance apps combine to deliver an integrated solution that will empower you to better manage your clients, their jobs and your practice
Sage HandiSoft’s Practice Management in the Cloud solution developed on the Salesforce platform, will be the most significant change in the offerings for accounting customers in the local market. By combining Salesforce CRM with Sage practice management and compliance functionality, users will effectively have a single client database as well as a single hub with access to real time data to enable them to make faster, more effective decisions, truly benefitting from one-suite online solution. Join us and learn how our cloud development strategy will future proof your firm.
Reckon One - Cloud Accounting Disrupter
Small business growth measures featured strongly in the 2016/17 budget. To support this your SMEs clients need innovative solutions to make their businesses more productive and profitable.
In this session, Shaun Locke and Jason Hollis will review SME productivity challenges along with the opportunities Accounting firms have to further add value to SME’s with Reckon One’s game changing online accounting technology, including the new SuperStream compliant Payroll module.
Shaun Locke and Jason Hollis, Reckon Business Group
11:25 am to 11:30 am Break for changing rooms
11:30 am to 12:00 pm
Connected Practice - Automating Compliance to Enhance Efficiency
Innovation is driving the automation of compliance, enabling practices to run more efficiently.  In this session, you will find out how MYOB’s integrated technology platform can elevate your practice. MYOB solutions put you at the centre of your relationship with your clients, where you can collaborate online to drive enhanced outcomes for you and your clients. We will also walk you through an end-to-end workflow demonstrating MYOB’s integrated solution. In addition, you can learn how to prepare your connected practice for the future, with a showcase of the latest enhancements in transaction processing, compliance and advisory.
How Class foreign asset support helps you to deal with your clients’ need for a more diversified portfolio
In this 30 minute session, Ellen Brown will show you how Class makes it easy to support your clients with diversification through international exposure for both SMSFs and other investment portfolios. You can forget about previous complexity, time costs, manual work and challenges of sourcing the right information. You’ll see how with Class, not only do you have up-to-date information on foreign assets transactions, you can also provide your clients and their advisers an up-to-date view of their investment portfolios on any device, anywhere, anytime.
Chartered Accountants Australia and New Zealand present future[inc]
uture[inc] is Chartered Accountants Australia and New Zealand’s thought leadership series that leads business by offering refreshing and challenging perspectives grounded in experience and reason. Through our future[inc] series we provide high quality, in-depth discussion and debate on key business and policy issues that will significantly impact our economic future, our nation’s prosperity, and our place in the world. We examine how megatrends, including technology and globalisation, are shaping the future. Topics covered by future[inc] include digital currencies, cyber security, offshoring and the future of work.
12:00 pm to 12:05 pm Break for changing rooms
12:05 pm to 12:35 pm
How CAS 360 fixes the ASIC compliance mess
This session will show delegates how to automate and streamline their corporate compliance ensuring they never miss a deadline or receive another late fee.
Xero in on your practice
Xero creates software designed to minimise the repetitive grind of compliance work and provide timely insights so accountants and bookkeepers can offer proactive, valuable advice to their clients.
In this session we'll show you a complete compliance tax workflow without bottlenecks as we move from client data to financial statements to a completed and signed income tax return using Xero's partner tools.
Driving Proactive Business Advisory Services - Turning budgets, forecasts and business models into profitable business advisory work
This session examines how tools like Castaway Forecasting help you explain business performance, identify high value insights & ideas and deliver improvement solutions to your clients.  Building a 3 way forecast opens up plenty of opportunities to provide add-on value for the client.  The questions you ask around sales patterns, margins, debtor/creditor payment behaviours, stock levels, asset management etc. reveal lots of rich insights about the pressures and challenges within the business.  You are then just one step away from a wide range of potential business advisory services.  We’ll also look at how integrations with Xero, MYOB, Fathom and Profit Optimiser increase flexibility, save time and improve data accuracy.
Michael Ford, Castaway Forecasting
12:35 pm to 12:40 pm Break for changing rooms
12:40 pm to 1:10 pm
CCH iFirm Tax 2.0  The Smartest Software for Accountants 
Deep dive into Cloud Tax 
Discover dynamic, integrated, cloud-based solutions to simplify and automate the running of your accounting practice. Enjoy increased visibility across workflow, resources and performance - ultimately freeing your practice up to spend more time adding value to your clients. 
Barry Males and Pete Sanders, Wolters Kluwer
 You Can’t ‘Hack’ Productivity - Benchmarking and Auditing for a more Productive Business
Productivity. That magical word that everybody aspires to. Countless articles and talks have proclaimed the benefits of increasing productivity, whether personal or professional.
Real productivity doesn’t come from a ‘top 5 list’, it comes from careful analysis of business, setting KPIs and continuous review and adjustments.
Learn how to apply simple benchmarking and auditing steps in your firm and begin your journey to a more productive business.
Aron Robertson, Strategic Group		 Saving your small business clients 9 weeks a year
Utilising mobile technology sounds great in theory but quantifying the benefits to your small business clients can be hard. Come along and see a practical demonstration on how much time your small business clients can save on the go. From starting a job, to getting paid to how you can proactively monitor and advise your small business clients, this session brings the future to today.
Dale Pearson, Intuit Australia
1:10 pm to 1:25 pm Break for changing rooms (15 minutes)
1:25 pm to 1:45 pm
Moving accounting processes to digital workflows
pdfDocs from DocsCorp takes the heavy lifting out of creating digital work papers and tax returns.
Out-of-the-box integration with PMS and DMS enables accounting professionals to easily collate and assemble multiple documents from multiples sources into a single, secure PDF document. In addition to preventing changes to the documents, users can easily redact private or confidential information as part of their digital workflow.
Users can apply headers/footers, stamps, annotations and digital signatures to the document, which can be emailed directly to the client or saved back into the PMS or DMS.
Dean Sappey, DocsCorp
 Luncheon Period - No session
Meet the Intelligent Investor
Want to discover investment strategies that can help you and your clients navigate today's market?  Join Andrew Ward to find out more about the Intelligent Investor. 
Andrew Ward, SelfWealth
1:45 pm to 2:00 pm Break for changing rooms (15 minutes)

TIME STREAM 1  STREAM 2  STREAM 3 STREAM 4
2:00 pm to 2:30 pm
So, you want to grow business advisory? You need a process and a platform – not a tool
Accounting firms say they want accelerated growth, yet a lack of vision and execution has seen most firms struggle for even single digit revenue growth. With most climbing on board the business advisory ‘train’, many are heading for a barren destination. Unless they address their structure, infrastructure, engagement and delivery models, nothing much will change. The prize for those that get this right is very significant. Those that don’t are gambling with their future. This session will address these four areas and outline how the right process and business/advisory platform will get your firm permanently on the right track.
21 reasons your practice needs an App Urgently
In this session we will show you how iPracticeApps has been busy building apps for accountants across Australian and how this has changed the Accountant-client relationship forever. This is a practical session run live off my iphone. We will sign a tax return, look at some of the 42 calculators, pay a bill, process a database change, see a set of financials delivered in virtual reality, who said accounting wasn’t sexy. In this session you will experience 21 practical make my life better reasons your clients will use your App.
Ron Drost, iPracticeApps.com
A view from above the cloud
There is more than just getting online. It’s about connecting a best-in-class ecosystem to maximise your future.
Brad Geelan, Business Fitness
 How to automate SMSF Audits using data and technology
Be the first to see a preview of a new SMSF audit software platform which has been designed by auditors, for auditors.
You’ll be shown how to save hours in doing an audit by replacing manual audit verification procedures with a seamless  automated audit platform.
We’ll discuss important risk issues of relying on data feeds, and an alternative audit methodology through the use of exceptions reports.
This session will suit SMSF auditors who want to approach audits differently.
Dana Kinghorn and Ron Phipps-Ellis, Evolv
2:30 pm to 2:35 pm  Break for changing rooms
2:35 pm to 3:05 pm The Digital Practice - Embrace the potential of Cloud Technology  Discover a combination of information, expertise & technology to provide Australian tax and accounting professionals with solutions to maintain their practices and businesses and provide accurate advice to their clients.
 Richard Snell, Wolters Kluwer
The Advisory Accountant of 2017
It is accepted today that Accounting practices need to offer advisory services, Joss and Alan will show you a series of simple techniques that you can apply in your practice to assist in developing your advisory practice in an effective and profitable manner.
Joss Milner and Alan Miltz, Cash Flow Story 
The Future for Auditing Technology. Are you ready?
Craig Waldon looks at auditing software today and in the (near) future and whether auditors are looking at how they can adapt to the coming changes – will they be ready?
Craig Waldon, CaseWare
 Can you transform your practice to double your profit?
Join us and a panel of three thought-leading accountants to discuss strategies and actions to turn around your firm and challenge yourself to double your profit.
Lachlan Macindoe, Karbon HQ
3:05 pm to 3:10 pm Break for changing rooms
3:10 pm to 3:40 pm  Using Technology to Automate Fee from Refund
Fee from refunds are quickly becoming a “must have” service for Accountants. Refund Manager® removes the angst by providing a fully automated fee from refund management system. Developed initially as an on-line solution for E-Lodge Taxation Services (Australia), Refund Manager® is now available to accountants Australia wide. Our session will explain how Refund Manager® will save users time and money whilst growing client fees. It will also include a live demonstration of Refund Manager® highlighting its simplicity and transparency. Please join our session to see how you too can grow your revenue next tax season.
Steven Gibson, Refund Manager
Leveraging technology – how smart practices are moving beyond efficiency to drive growth
Improved efficiency and reduced costs are common claims from technology providers, but what about increasing the value of your business by driving up your top line revenue. There have been many surveys and articles telling us that Trustees want more advice. In this session Mark reviews data from a large number of SuperMate users. He shows how, by making small changes to the way you run your business, along with the smart choices of technology, you can significantly increase your earning potential while providing even better outcomes for your clients.
Mark Ellem, SuperConcepts 		Using Robotic Technology to Increase profits by 25% or more
In this session, we will look at how advanced technology can robitise tax, superannuation, banking and ASIC Corporate Management processes. We will look at what is available now that will instantly add to your bottom line with quick deployment. With blockchain changing financial services – move forward – reap the rewards or wait for the meteor to arrive.
Ben Gill, NowInfinity		 Your Accessorial Liability: How technology can help you Avoid Being Held Personally Liable When Your Clients Breach the Fair Work Act
The Fair Work Ombudsman (FWO) is now actively targeting business advisors - such as accountants and bookkeepers - and holding them liable as accessories when a client breaches the Fair Work Act 2009. 
You could be at serious risk of accessorial liability if you:
- assist clients with any aspect of HR or payroll processing
- provide any advice about pay rates, the National Employment Standards (NES), Modern Awards, or other Fair Work-related entitlements
- assist with labour hire arrangements through a supply chain or franchise network
- knowingly do or fail to do something – either directly or indirectly – which breaches the Fair Work Act 2009
Sean Wilson, Workforce Guardian
3:40 pm to 4:10 pm Afternoon Tea 
4:10 pm to 4:40 pm  2020 Business Advisory, the cloud or nothing
How to use the cloud to create the most scalable advisory practice possible today and beyond.  Learn about what makes an advisory product scalable and what to avoid when considering launching advisory services.  John promises to share insights into the most scalable advisory system in the world today.  Learn how to take your firm into advisory services painlessly and effectively and learn how to avoid costly mistakes that others have made before you.
John Peterson, Cashflow Momentum		 Lower Bookkeeping Costs with Outsourcing + Cloud
Emerging cloud software technology designs, are allowing accounting firms to access outsourcing services in new and innovative ways. See how AccSource provides supercharged, low-cost transaction matching and classification services using specially designed software. 
- Works with most cloud-based accounting systems including Xero, QBO & MYOB 
- You, the accountant are in control
- AccSource only see the transactions and don't have visibility over who the client is, providing total confidentiality
- Unmatched or unclassified transactions can be handled directly by the accounting firm
AccSource is a premier, accounting outsource provider offering complete, turnkey solutions across the whole spectrum of accounting compliance-based services including SMSF, tax, bookkeeping & corporate affairs.
Andrew Noble, AccSource		 Better, Faster, Smarter: Tomorrow's firm today
Come on a journey through today’s accounting practice where we’ll uncover what’s holding you back, and open your eyes to the efficiencies you need to get your engine room running better, faster, smarter – positioning your firm for tomorrow.
Trudi Saul and Scott Barber, Smarter Business Processes		 Accounting Software - Going beyond General Ledger
1. Tailoring accounting software to customize business processes and workflows across multiple systems.
2. Serving clients across the globe without switching accounting systems.
3. Unlocking accounting system to make better Sales and Marketing decisions.
Reshma Roy and Varun Singh, Zoho
4:40 pm to 4:45 pm Break for changing rooms 
4:45 pm to 5:15 pm Email Sucks: Fixing Email for the Modern Practice
It’s a truth that anyone working in a business knows all too well – email sucks, and there’s no escaping it. With email now dominating business communications with clients, suppliers and stakeholders alike, Professional Services firms face a particularly troubling set of issues; how do we make filing, search and recall of client correspondence effortless and non-reliant on individuals? How do we meet complex legislative, retention and destruction responsibilities? And, how do we not only preserve but also garner new business insights from the enormous IP storehouse that is our firm’s email history? In this session, we’ll discuss the pain points of email and introduce Charlie – a solution that removes our reliance on people and inefficient processes, and drives powerful productivity for those firms who dare to think differently about email.
James Lewis, Oi Software		 Practical solutions that work in-Practice - MyWorkpapers Product Showcase 
Just because your clients accounting packages are different, doesn’t mean your workpapers have to be.
In this session, we showcase our latest practical time saving tools for Accountants and Auditors including seamless data transfer and intelligent automation that improves compliance, collaboration and consistency.
Forget the theory, this is the cloud in-Practice!
Whether its tax compliance, audit, or management reporting, MyWorkpapers provides automated, intelligent workpapers that connect to all popular bookkeeping software, and connect your users, so that you have a single solution and consistent methodology for all your workpaper files. 
Greg Narain and Shaun Lyons, MyWorkpapers		 Panel discussion - Technologies
Bring your questions to ask the leading technology gurus. Security, Differences in cloud offerings, Microsoft licensing, IT planning and usage.
Liam Norris, StrategicGroup
Iain Enticott , Technology for Accountants
Mark Lang, CloudIT
Moderated by David Smith, Smithink		 Transforming your client’s business using high a performance cash flow coaching system
See how you can use simple software like Reep to take the first step and offer an extremely valuable, and irreplaceable advisory service to your clients.
Reep: Simple online cash flow forecasting, seamlessly integrated with Xero & MYOB. In 30 minutes or less, you can build a cash flow forecast for your clients, showing a clear picture of their cash flow position at any time using only two screens and two traffic light colours. Get live budget to actuals with no mapping, no manual importing and an interface that will keep your clients deeply engaged and stress free every month.
David Egerton-Warburton, Reep
5:15 pm to 5:20 pm Break for changing rooms Break for changing rooms 
5.20 pm to 5.50 pm Exhibitor Cocktails in exhibition spaces Exhibitor Cocktails in exhibition spaces
5:20 pm to 6:50 pm  Exhibitor Cocktails
6:50 pm to 7:00 pm  All dinner attendees to move into the dinner room and be seated
(For entry: Check you have Shane Jacobson's picture on your nametag)
7:00 pm to 10:00 pm  Showcase Dinner (optional) 


Please note: This conference program is preliminary and is subject to change. Smithink reserves the right to alter this program as planning progresses. Information will be updated regularly.