| TIME |
STREAM 1 |
STREAM 2 |
STREAM 3 |
| 8:30 am to 9:15 am |
Keynote
Tim Longhurst - Just What We Need!
Industries are being transformed and organisations are being reinvented. Both against a backdrop of rules changing that we need to be across. How do we support our clients as they grapple with a fast changing world? The type of leadership required in business is changing, so how can we help our clients thrive?
Futurist, Tim Longhurst works with small teams across industries to identify and seize opportunities... In this session he'll bring his trademark conversational style to discuss the trends that are changing the accounting industry and what the opportunities are for accountants in practice.
Tim Longhurst, Futurist |
| 9:15 am to 10:00 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.
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| 10:00 am to 10:30 am |
Australian Taxation Office Interview - David Smith, Smithink interviews
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| 10:30 am to 11:10 am |
Morning Tea |
| 11:10 am to 11:40 am |
Client Collaboration with Nimbus CDM
In our session on Monday we made the business case for Cloud Document Management (CDM) and we explored the benefits that Nimbus delivers. In this session we will present the integrated set of tools that form the Nimbus suite.
Nimbus is not just DM with a Portal but so much more. Let us show you a smart checklist in action and listen to a Practitioner explain how they manage their external workflow using Nimbus. Our guest will discuss how they use Nimbus Checklists, how Nimbus has improved profitability of their practice and why it has saved support staff.
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Leverage technology innovation to drive compliance profitability
Speed up your compliance jobs by 30% or more through combining the power of Sage One online accounting with the advanced client collaboration functionality in Sage HandiSoft. See how an integrated, easy-to-use solution can eliminate time wasted on keeping GL packages in sync, and sending data files and documents back and forth, and at the same time improve quality assurance processes and minimise write-offs.
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Introducing Xero HQ
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 discover how Xero HQ can streamline your bookkeeping workflow and give your entire team visibility and control over payroll processing, banking, business performance and ATO compliance from a single experience.
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| 11:40 am to 11:45 am |
Break for changing rooms |
| 11:45 am to 12:15 pm |
The future was here yesterday
In the last three decades, technology has developed in leaps and bounds, completely changing the way we work, how we live, and generally how society operates. It’s hard to predict exactly how the next three decades will change the way we do business, but by looking to our past experiences for clues and identifying the trends that are evolving now, we can see a future that is more connected and enabled by technology, that offers more opportunity for rewarding work and entertaining lifestyle, and brings people together from around the world. And, contrary to popular belief, people will remain at the core of success for businesses of the future.
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Looking for a fast, accurate, daily investment reporting tool?
In just 30 minutes, Ellen will show you how, with Class in your business you can calculate capital gains, process bulk corporate actions and how with over 120 direct-connect data feeds for banks, brokers & wraps, you can automate data entry, saving time and greatly improving productivity. She’ll show you how you can also give your clients their own secure online access so they can view their total investment snapshot anywhere, anytime.
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Scaling Advisory - automating management reporting workflows with Fathom
Without doubt, the successful firm of the future will engage in more management reporting and general business advisory. The challenge for advisers is to deliver these services in a scalable and engaging way.
In this session, discover the work flows and innovations in Fathom that accountants and advisors are using to accelerate the delivery of reporting for businesses, franchises and large multi-entity groups.
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| 12:15 pm to 12:20 pm |
Break for changing rooms |
| 12:20 pm to 12:50 pm |
Simple Fund 360 & CAS 360 - How an integrated product suite creates incredible efficiencies
This session will show how delegates how integrated SMSF compliance, corporate compliance and practice management systems are the future for professional firms.
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CCH iQ - Experience Predictive Intelligence / 2016 Winner of Global Innovation Award in the Greatest Value to Customers
Experience the new accounting software solution that matches an event and its impact with an individual client.
Discover how CCH iQ provides an unrivalled end to end solution and is purpose-built to be time efficient, cost effective and facilitate practice growth. Save time & increase workflow productivity. Provide a true value-add service that enriches client relationships and deepens your advisory role. Improve the ability to identify and capture billable work.
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Real World Technology or Sci-Fi Fantasy? – Practical uses for how Technology can impact your Business
Technology has brought us many cool things like Holograms and Smart Fridges, but what applications does technology have in business? How can you leverage technology as a competitive advantage in your firm?
Discover real world examples of firms that are using technology to grow and improve their relationships, productivity and bottom lines right now. Leave with practical advice that you can start implementing tomorrow.
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| 12:50 pm to 1:05 pm |
Break for changing rooms |
| 1:05 pm to 1:25 pm |
20 minutes is all it takes to help your clients become intelligent investors, no license required!
Join Andrew Ward for a live demonstration of SelfWealth INTELLIGENCE & SelfWealth TRADING where you will learn exactly what it takes to invest with confidence. Using insights from the SelfWealth community you can help your clients achieve their investment goals.
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Luncheon Period - No session |
Apxium: Fully integrated and automated debtor management
John Powell will demonstrate how accounting firms can achieve significant efficiencies in their invoicing and collections through the use of the Apxium smart payment gateway. The Apxium system sits lightly over the firm's practice management software and delivers tangible bottom line improvement via reduced debtor days and a lower cost of collections.
Apxium's various optional modules seamlessly integrate to provide a comprehensive, feature packed online gateway system delivering end-to-end automated receivables and payments solutions with detailed reporting. In addition, Apxium can provide tailored financing and risk solutions to further enhance and protect cashflow.
John will also demonstrate how accounting firms can offer the Apxium receivables solutions to their clients, thereby reducing overheads, improving cashflow and broadening your firm's engagement with clients.
John Powell, Apxium |
| 1:25 pm to 1:35 pm |
Break for changing rooms |
| 1:35 pm to 1:55 pm |
Revolution, not evolution is needed: 5 steps to doubling revenue and profit
You understand the need to change and some of your leadership team may even want to change. However, as we all know, there is a big gap between desire and action.
Achieving accelerated growth in a way that is sustainable and scalable requires the right structure, systems, infrastructure (technology) and execution.
In this session, Sam Dean will go beyond the concepts to provide practical insights on how to reconstruct your offering using the right technology with the right process to become a truly client-centric advice business (and along the way have a lot more fun).
With real case studies and an action plan to take away, this is one session you can’t miss.
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Luncheon Period - No session |
7 Ways to Grown Your Business' Value
Richard Liverpool, Head of Sales at Ignition Wealth, delivers a practical how-to session, covering clear, proven strategies to grow your business' value. Sharing insights into the latest digital financial advice technology, Richard delivers easy to action steps to increase your business' revenue without increasing the time you spend at work. Richard's insights will also give you access to growing the saleable value of your business ensuring that you have a smart succession strategy in place. The tips Richard shares in this session can all be taken within a month, delivering the results immediately. Set your business up for growth in 2017.
Richard Liverpool, Ignition Wealth |
| 1:55 pm to 2:00 pm |
Break for changing rooms |
| 2:00 pm to 2:30 pm |
Innovating for Leadership
This session will provide an insightful and provocative view of innovation with a focus on emerging industry trends, especially in mobile. As leaders in the accounting industry, learn why you can’t afford not to innovate in today’s economy, and why data and speed are the new currency when innovating.
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How other firms are doing less work and making more money from individual tax returns
Come and experience the future of personal accounting. A world where personal tax returns are more efficient and you have a deeper relationship with your clients. Explore rich, real time data to engage with clients and generate substantial additional revenue by uncovering hidden client needs.
Stephen Jackel, myprosperity |
Reckon Virtual Cabinet – the intelligent document management and portal solution for professional firms
Virtual Cabinet gives accounting practices the ability to control all their documents, securely share documents with clients via the cloud (and use digital signatures), improve productivity and archive securely in one place.
Dave Francis and Murray Wilson will review how the Virtual Cabinet document portal system is being used by over 125,000 people and revolutionising the working lives of accountants, bookkeepers and professionals just like you.
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| 2:30 pm to 2:35 pm |
Break for changing rooms |
| 2:35 pm to 3:05 pm |
More Than Just Practice Management
Simplify & automate the running of your practice with dynamic & integrated solutions.
With Practice Manager running your accounting practice, you will benefit from efficiency and visibility like never before. Super-fast job allocation, an impressive toolkit and intelligent reporting leads to 100% transparency & accountability throughout your practice.
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Chartered Accountants Australia and New Zealand present CA Kairos
Data analytics and access to big data promises to unlock commercially relevant insights that can potentially be used to uncover new markets, new niche audiences and areas for future research and development. Chartered Accountants who embrace data analytics have a unique opportunity to support their own and their client's business development through the CA Kairos platform. CA Kairos takes you beyond the spectre of accounting automation into uncovering insights that can improve your operations as well as your clients. You can learn via CA Kairos skills training, enhance the efficiency of your practice and have more time to focus on developing your business advisory services leveraging analytics.
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Is your firm as fit as you think?
One on one interviews with HowNow firms that have aced the Business Fitness Beep Test and increased their performance. Discover their secrets to success.
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| 3:05 pm to 3:35 pm |
Afternoon Tea |
| 3:35 pm to 4:05 pm |
Structure dictates behaviour. How to create a structure to transition clients’ businesses with monthly cash flow advisory triggers.
A practical workshop, giving you a process and the knowledge to build a rolling cash flow forecast with your clients that will lead to a monthly advisory conversation. You don’t need to know how your clients run their business day-to-day, your job and skill is to ask the right questions, not give the answers. Discover what questions you should be asking, and how these questions turn you into a trusted advisor.
David Egerton-Warburton, Reep |
ATSA 2016 Technology Survey Results
The ATSA 2016 Technology Survey is the 5th time Smithink has conducted a survey of technology usage by accounting firms. This session will highlight the results and key findings to assist practitioners in formulating their technology plans.
David Smith, Smithink |
Adopting new technology: The nexus between complexity, growth and risk management
The talk will provide accountants and advisors an understanding of the relationship between business complexity, business growth and risk management. The timing of the implementation of an ERP system, and the choice of technology, is critically aligned to these 3 factors. The focus is usually on the functions and features of the ERP system, and the hosting (Cloud vs On-Premise). The biggest improvements on company efficiency will come from understanding this nexus, and planning the ERP implementation around it.Adopting new technology: The nexus between complexity, growth and risk management.
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| 4:05 pm to 4:10 pm |
Break for changing rooms |
| 4:10 pm to 4:40 pm |
Plenary
#TheHackStand results revealed
See what the MYOB developers have been doing for the past two days at ATSA, when we reveal the results of #TheHackStand. This is where you can see how your ideas have been turned into innovative solutions. You’ve heard from MYOB CEO Tim Reed on the opening day the ideas for development and you’ve been able to input with the team throughout the two days, providing important feedback on the development. Now is your chance to see innovation in action. Hear the three hack teams present what they’ve been working on and demonstrate the application, and help vote the winner of the hackathon.
Simon Raik-Allen, MYOB |
