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Transcription

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NORTHERN
Connection
February 2013
2012
presidential
gala dinner
New Fellows Rosemary Chung FCA, Gary Swift FCA, Ross Rattray
FCA and Murray Taylor FACA with new Life Member Jim Hoare FCA
(centre) and 2012 President, Richard Austin FCA.
2012 NZICA President Richard Austin was honoured at a
special gala dinner held at the stunning Mantels on the Water
Restaurant in Westhaven Marina, Auckland on 22 June.
Jim Hoare FCA receives his Life Membership from 2012 President,
Richard Austin
The evening was also an auspicious occasion for the four Auckland
members who were awarded their Fellowship certificates and pins
in recognition of their outstanding service to the profession. These
prestigious awards are bestowed on members who have achieved
outstanding service to the community, brilliance in their accounting
Continued on page 2
In this issue
news NORTHERN REGION
1 2012 Presidential gala dinner
3 Message from the
Northern Region Manager
4 Welcome to new faces at
NZICA Auckland
5 Auckland Leadership Team 2013
7 New members ceremony
8 Welcome to our new members
9 Letter from the trenches
10Young accountants “networking
with power”
10Exams are over let’s celebrate
11 University of Auckland 2012
scholarship and prize awards
12 PD and pinot on Waiheke
news NORTHland REGION
13Northland Leadership Team
Chair’s report
13Northland Leadership Team 2013
15Northland Presidential dinner
15Welcome to our new members
16Christmas golf day
16Inaugural Northland region forum
17 Milestone memberships
17 SIG event a success
news AUCKLAND region
18 58th Annual golf tournament
19 Milestone memberships
20 Auckland region forum
20 Accounting teachers update
21 Executive Insight 2012
23 SIG snaps
23 Special Interest Groups 2013
27 Uncovered – tax in Auckland
news NZICA
28NZICA Leadership Awards
28 Collaboration information
29 New President and Vice President
29 The new Chartered Accountants
Program
29 NZICA Library
31 Events calendar
2
NORTHERNConnection
career, and excellence in associated fields
of research, teaching or writing. These
are members who lead by example and
are respected for their commitment to
their work and invaluable contribution to
the profession.
Congratulations to:
Rosemary Chung FCA
Ross Rattray FCA
Gary Swift FCA
Murray Taylor FACA
The ultimate highlight of the evening
was the presentation of a rare Life
Membership Award to Jim Hoare FCA.
For a membership body comprising
of over 33,000 members NZICA has
only twelve Life Members, many of
whom were in attendance to witness
the presentation. A Life Membership
is the highest accolade bestowed
on a member of the accounting
profession. For a member to qualify
for this prestigious award they must
possess great character and display
qualities admired and respected by
their contemporaries. A Life Member is
one whose exemplary leadership and
professionalism has contributed to the
progress of NZICA and the accounting
profession.
NZICA Life Members with 2012 President Richard Austin FCA
New Fellow Ross Rattray FCA and family
Gary Swift FCA and family
Our whole-hearted congratulations
to Jim who truly deserves his place
amongst the selected few to receive this
most honoured recognition from within
the accounting profession.
Proudly sponsored by our Privilege Partner Fidelity Life
New Fellow Rosemary Chung FCA and guests
Drinks on arrival
Jim Hoare FCA and wife Sally toast Jim’s
honourable achievement
Murray Taylor FACA and wife Kelly
A toast to Jim Hoare FCA
February 2013
3
Message from
the Northern Region Manager
Happy 2013!
I hope you
all enjoyed a
well-earned
summer break
with family and
friends.
Our last Northern
Connection was in September 2012,
so there has been quite a bit happening
in the Northern Region since then –
92 events across the region to be exact.
Across these events we have engaged
with just over 3,000 individual members,
with many attending more than one
event, for a total engagement of over
8,000 members. The NZICA team has
enjoyed working alongside members for
these events to make them a success.
Late August and September was the
busy season for Presidential functions,
where we honour our new and
milestone members, as well as our new
NZICA Fellows. Congratulations go
out to all our Auckland and Northland
members who were recognised in 2012.
The year was particularly special for
Auckland as we honoured Jim Hoare
FCA, who has just been made a Life
Member of NZICA. This is the highest
honour that a member can receive, with
there only being 15 Life Members at
any one time. It was very special to be
able to celebrate this with Jim at the
Auckland Presidential Gala dinner.
The social calendar included the
inaugural Auckland Quiz Championship
and successful Golf days in both
Auckland and Northland.
A new event this year across the country
has been the Regional Forums. These
were established as a direct result of
feedback from members during Fit for
Future 3 in 2011. Members told us
that they wanted a way to feedback
directly to NZICA leaders and to know
that feedback had been heard. We had
forums in Whangarei and in Auckland
with 50 and 150 members coming along
respectively. The forums were both
very informative and interactive with
great discussion between the panel and
members attending – on topics such
as the proposed merger, professional
development, communication and
Special Interest Groups (SIGs).
With the New Year now underway, I
am sure you are thinking about your
professional development for 2013.
Please keep an eye on our events portal
to view and book the courses that we
are putting on in your local area. Also,
let us know if there is an area that you
would like training in that we do not
currently cover.
The SIGs have continued to grow
in 2013, with record numbers of
attendees across the board. The
Northland Leadership Team has also
supported the establishment of a
SIG for Northland members based
in Whangarei. To accommodate the
Auckland SIG growth we have changed
our webcasting provider, returning to
the Adobe Connect Platform. This will
ensure a stable platform that can have
up to 1,500 members logging in to any
webcasted SIG meeting. The 2013 SIG
subscriptions are now open, I encourage
you to join a SIG, it is a great way to get
some professional development while
also networking with your peers. Please
visit the Auckland SIG pages at nzica.com
for all the details.
Finally, I would like to farewell a valued
member of our team. Julian Harrison,
our SIG and Events Coordinator, left in
late November to take up an events role
with The Edge Performing arts team.
Julian worked with many members over
his two years with NZICA and I wanted
to take this opportunity to thank him
for the outstanding work he did. I wish
him all the best in his new role.
The 2013 Executive Insight programme
saw 16 tertiary students spend 3 days
each in a host organisation. Thank
you to all the students and hosts – and
congratulations to the winner, Claudine
Ann Catral and her host organisation
Brightstar NZ limited. We need more
hosts for 2013 so if you are interested
please contact the Auckland Office.
Late October was election season, with
13 people running for 4 vacant council
positions in Auckland. There are 3 new
faces, with 1 existing councillor retaining
his elected position. Please turn to page 17
to see the full list of Auckland councillors.
At the same time we ran nominations and
elections for the Local Leadership Teams,
we have profiled our new Auckland and
Northland Leadership Teams on pages
5-6 and 13-14 respectively.
Happy 2013 and we look forward to
seeing you at an event or function soon.
Anne Stevenson
Northern Region Manager
Northern Region contacts
Auckland Office
Tel: 09 917 5915 Fax: 09 522 0820
Level 1, Carlaw Park
12-16 Nicholls Lane
Parnell
Auckland 1140
PO Box 3334
Shortland Street
Auckland 1140
Northland Office
Tel: 09 430 8859 Fax: 09 522 0820
Email: [email protected]
c/– Sayers Hamilton Pool Ltd
113 Banks Street
Whangarei 0140
NZICA Northland
PO Box 109
Whangarei 0115
4
NORTHERNConnection
Welcome to new faces at NZICA Auckland
Paul Sullivan
Emma Marr
Paul joins NZICA’s Auckland Office as the
new Manager Strategy Implementation. He has recently moved to Auckland from
Wellington and is looking forward to
exploring a much larger city. Paul will
mainly focus on ensuring Fit for the
Future 3 continues smoothly, analysing
member needs over their membership
“lifespan” and generally turning his hand to whatever
challenges arise. Paul has been working in Regulatory Quality
at The Treasury and Value for Money at the Ministry of
Social Development. Prior to that he had roles in utilities,
the United Nations insurance and keeps busy with a number
of not-for-profit directorships (he is currently on the board
of the Foundation of the Blind). He has a variety of interests
outside of work which (mostly) keep him out of trouble. Emma has joined NZICA as Tax Specialist
to manage the creation of the New
Zealand Tax module for the new
Chartered Accountants Program. Whilst
the first three modules of the new
Chartered Accountants Program, jointly
created by NZICA and the Institute of
Chartered Accountants in Australia
(ICAA), launched in New Zealand and Australia in February
2013, the New Zealand Tax module will be available from 2014.
Emma joins us from Vector Limited where she was a senior tax
advisor, she has also held positions in several accounting and
law firms. Emma is looking forward to working closely with
members of NZICA to develop a comprehensive tax module
that meets the needs of employers and future members.
David Blackwell
Gavin Leary
Gavin has recently come to New Zealand
with his young family having lived most
of his life in London.
Gavin joins NZICA in the role of Sales
Executive – Advertising as part of the
Journal Advertising Sales team having
previously worked in the UK for over 10
years in a similar advertising sales capacity.
Gavin’s primary responsibility and purpose will be to build on the
success of the award winning Journal magazine by developing
from scratch a new Work/Play section within the Journal. The
intention in time is for this section of the Journal to become
its own magazine supplement. Work/Play will feature exciting
features and articles relating to lifestyle products and services
aimed at the interests of our growing membership.
David joins us as SIG and Events
Coordinator with a background primarily
in sports and major event management.
After completing his post graduate
studies at the University of Otago David
relocated back to Auckland where he was
first employed by Auckland Rugby League
(previous owners of the Carlaw Park
precinct), before moving to Wellington to work coordinating the
official VIP programme of Rugby World Cup 2011.
Following the completion of the tournament held throughout
New Zealand, he moved across to the UK where his most recent
role was with the organising committee of the London 2012
Olympic Games. David sees his current role at NZICA as a great
opportunity to utilise his event management skills and transfer
them from the sporting environment to the corporate sector.
The first edition of Work/Play will be in the March 2013 Journal.
Gina Cheung CA
Natalie Smith
Gina is a member of NZICA and has
had ten years experience working in
public practice (mid tier and Big 4) and
corporate sectors. After gaining her CA,
Gina went on her OE to London for four
years and worked as an independent
contractor in a range of corporate
industries and environments. Gina
returned to Auckland in 2010 where, prior to joining
NZICA, Gina was Finance Manager at Canon New Zealand
Limited. Gina is also a registered mentor of NZICA. Gina’s
role at NZICA is responsible for managing the Public Practice
Advisory Group (PPAG) and Corporate Sector Advisory Group
Natalie recently commenced in the
role of Team Co-ordinator for the
Engagement and Member Services team
based in Auckland.
In her role she provides support to Tony
Mitchell, Director of Engagement and
his team to create some ease in their
busy days. Previously, Natalie worked
at CourierPost providing support to three Regional Managers
with a focus on event planning.
February 2013
(CSAG). The role of these advisory groups is to represent sector
views, communicate topical issues to sector members and
to provide technical input to sector specific issues. Gina says
being part of the Technical Services Team is a great opportunity
to utilise her previous experience and skills and is looking
forward to providing member support on technical issues. Melissa Popley
Melissa has recently joined NZICA to
undertake the role of Auckland Business
Services Coordinator. She has spent the
last 3 years at Deloitte in administration
and is very excited to join the team
in Auckland. She thrives on keeping
people organised and making things
run smoothly. Melissa moved to New
Zealand 6 years ago from California and loves the Kiwi lifestyle.
She is here with her husband and 2 children. Peter Vial
Peter joined the NZICA team on
1 February as General Manager –
Tax. Peter comes to us from the
University of Auckland where he
was an Associate Professor in the
Department of Commercial Law in the
Business School. Peter has taught tax
at both undergraduate and Masters
levels and will maintain his involvement with one post
graduate paper. Prior to taking up his role at the Auckland
University, Peter was a Director at PwC in Auckland for 12 years. In his time at PwC Peter was a regular presenter at NZICA’s tax
seminars and events and an occasional media commentator on
tax matters‘tax’.
5
Auckland
Leadership Team 2013
Nominations and voting for the 2013 Auckland Leadership
Team took place between September and November 2012.
As a result of this process, the Auckland Office is proud to
announce that the following members will form the 2013
Leadership Team for the Auckland region.
Michael Prasad CA
Auckland Leadership Team Chair
Michael Prasad is a director of Michael
Prasad Group Limited, Chartered
Accountants based in St Lukes. His firm
specialises in working with SME’s in
the retail and service sectors. Michael
is the inaugural Chair of the Auckland
Leadership Team. He was formerly Chair of the Auckland
Branch Committee (2010 and 2011) having served on the
committee for the past eight years including two years as vice
chair in 2008 and 2009. Michael was a member of NZICA’s
F4F3 Steering Working Group in 2011 that worked through
the proposals and recommendations for Board, Council and
member approval.
Victoria Toon and her
team at Corporate
Restructuring have a
wealth of experience
in handling:
As GM-Tax Peter will be leading NZICA’s tax team. Although
based in Auckland, Peter expects to be spending a lot of
time in Wellington. He is looking forward to working with
the Tax team and the Tax Advisory Group as they engage
with Ministers, Inland Revenue and Treasury to achieve and
maintain sound tax policy settings and interpretations. In his spare time Peter tries to stay fit at the gym and in the
pool. Having studied and worked in Germany for a number of
years and toyed with other languages he tries to also get to a
few subtitled movies now and then to ‘keep his hand in’.
• Liquidations solvent & insolvent
• Receiverships
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• Business assessments
attention to
detail
for no obligation advice:
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6
NORTHERNConnection
Andrée Atkinson CA
Andree is a Chartered Accountant with
over thirteen years’ experience and is an
Associate Principal with WHK Auckland.
In addition to working in public practice,
she is heavily involved with NZICA through
facilitating and marking both Foundations
and the PAS/PCE2 programme.
Andree is keen to grow her involvement and be a part of the
future development and growth of NZICA and has enjoyed
being part of the Auckland Leadership Team and hopes to
continue to work with other members of the team to be a voice
for members in the Auckland Region.
David Bassett CA
David is a Manager in Ernst & Young’s
Financial Accounting Advisory Services
group. David has experience in providing
technical accounting support, including
the application of IFRS, to listed issuers,
large private companies, Crown entities
and not-for-profit entities. David has
worked as a project consultant to the External Reporting Board to
assist with the development of NZ IFRS and PBE Standards. David
also has audit experience in both New Zealand and the United
Kingdom across of range of industries, with specialised experience
in real estate, manufacturing and pharmaceutical industries.
Matthew Findsen CA
Matthew is responsible for the financial
performance and operation of the Finance
department within Brightstar NZ Limited,
a subsidiary of the global wireless and
telecommunications company, Brightstar
Corporation based in Miami Florida.
Matthew has worked for Brightstar
since its inception, building the team, culture and processes.
He is a regular on internal project teams as the Finance lead
and has a working knowledge of all business operations and
the varied revenue streams. Prior to Brightstar, Matthew held
senior positions with the NZ Strong Group Ltd and Staples
Rodway Waikato – Chartered Accountants.
Matthew was a member of the Auckland Leadership Team in
2012 and is a registered mentor and takes part in the Auckland
Executive Insight program annually.
Paul McElwee CA
Paul has been a CA for approximately
20 years and is currently Divisional
Finance Manger with Alto Packaging
Limited. His career has been spent
working across a number of sectors and
disciplines from public to private sector
and auditing to senior financial and commercial management.
He has spent the last twelve years working in the FMCG and
manufacturing sectors as a senior commercial manager.
As a member of the 2012 Auckland Leadership Team Paul feels
that he has made some valuable contributions to the team
but, more importantly, has more to contribute to the Auckland
region in this leadership role.
Louise Peters ACA
Louise joined Darroch Ltd in the role
of Accountant in the Property Services
Finance team in 2009. This role has
provided her with the opportunity
to change direction from a typical
accounting role to one that is more
about the people and process. However,
the importance of providing accurate and relevant accounting
information to her clients remains a key objective for her team
who operate in a fast paced, ever changing environment.
Louise has worked in a variety of accounting roles, mostly in
the IT and service industries for companies providing process
outsourcing. A number of years were spent as an Accountant
with Datacom in the outsourced payroll industry and more
recently in their call centre/helpdesk operation.
She is enthusiastic about her role on the Leadership Team and
delighted to continue representing the membership in a team
that is full of new ideas and fresh thinking.
Rowena Sinclair CA
Dr Rowena Sinclair is a Senior Lecturer
in the School of Business and Law
at AUT University. Previous to her
academic career she has accounting
and auditing experience in both the
private and public sector working with
both small enterprises through to large
multi-national corporations. Rowena was a member of the
Auckland Leadership Team in 2012 and was also a member
of NZICA’s Not-For-Profit Sector Advisory Committee until its
disestablishment.
The key attributes that she considers she brings to the team
is her experience in a variety of different sectors. She has
a particular interest in the not-for-profit sector, but has
knowledge of other sectors having worked in the public sector
and financial sector before moving to the academic sector. She
can also offer an auditing perspective by her membership of
the NZ Auditing and Assurance Standards Board.
February 2013
7
New Members
Ceremony
A celebration to be shared
The second of two annual New Member Ceremonies
was held at the Rendezvous Hotel on the evening of
11 September and attended by 412 guests.
A total of 153 new members invited their family, friends and
colleagues to join them at the dinner and awards ceremony
with several organisations providing large contingents of
support crews to help celebrate the achievements of their
newest members.
The 135 Chartered Accountants, 17 Associate Chartered
Accountants and one Accounting Technician were awarded
their membership certificates by 2012 NZICA President Richard
Austin FCA, happily posing for photos immortalising the results
of the many years of study and hard work that it takes to achieve
membership of New Zealand’s largest membership body.
NZICA Auckland warmly welcomes and congratulates these
new members and is committed to providing comprehensive
support and services in order to help strengthen and develop
the careers of our valued members.
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New member Heather Chamberlain ACA with her children and
2012 President Richard Austin
When the Commissioner comes calling, or a dispute needs
the application of an accounting mind, feel free to give
Gerry Rea Partners an early call to check out the options.
Tel 09 377 3099 • Fax 09 377 3098 • www.gerryrea.co.nz
This event was proudly sponsored by Westpac and Hays.
John Leonard
Paul Sargison
Gerry Rea
Simon Dalton
8
NORTHERNConnection
Welcome to our new members
Congratulations and a warm welcome to the following people who were admitted to full membership of the
New Zealand Institute of Chartered Accountants between 1 July 2012 and 30 November 2012.
College Chartered
Accountants
Cindy Ackerman
Gavin Anderson
Anthony Antonio
Nonny Apiwattananon
David Ashby
Maggie Bao
Nicola Barnett
Peter Barraud
Leah Baskett
David Bin
Angela Buckwell
Jiangyan Cathy Cai
Grace Chao
Chun-Hao Chen
Kevin Chiv
Charlotte Cui
Anna de Las Alas
Hunter Dean
Anna Fitzgibbon
Julia Flack
Hensen Goh
Brad Gong
James Greenlees
Ben Harvie
Stephen Heighway
Lance Henry
Matt Hinton
Joyce Huang
Ayesha Jani
Matthew Kaye
Richard Kinghan
Vilashni Kumar
Xue Yuen Lim
Glen Lindsay
Stephen Liu
Larissa Logan
Colin Long
Poh Hwa Lor
Chris Lum
Juliet Lynch
Catherine Ma
Lucy Ma
Melissa Marriner
Jessica Morrison
Richard Muth
Linda Ngo
Paul Nickels
Ian Parker
Yamini Patel
Victor Pliev
Anand Reddy
Uliana Ross
Debbie Sawers
Grant Sheffield
Alisa Sibgatullina
Avikash Singh
Anoop Singh-Basra
Sophie Spedding
Daniel Stoneman
Kurt Stringer
Joshua Tai
Vince Te Hira
Alton Terry
Alice Walker
Helena Wang
Michael Watson
Sophie Wei
William Wei
Aimee Wevers
Katrina Whatmough
David Williams
Kate Wilson
Rachael Woods
Christopher Woon
Sarah Young
Helen Zhang
College of Associate
Chartered
Accountants
Mazhweel Ali
Lillian Bai
Lisa Banwell
Beryl Bao
Jennifer Bates
Vikash Bihari
Alice Blundell
Dean Bratley
Martyn Chalmers
Angharad Childs
Camelia Cristache
Stephen Donaldson
Karen Fail
Brigette Fulton
Serena Gao
Polly Gong
Ava He
Amy Huang
Sharon Huang
Landy Huang
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February 2013
9
Letter from the trenches
Hello again. It been a very busy few
months here in the Northern Region
I’ve had the pleasure of getting out and
about and meeting more members and
attending some great events.
By far the most pleasurable thing I have
done recently is attending The Lion
Foundation Young Enterprise Scheme
Auckland regional awards events. The Lion Foundation Young
Enterprise Scheme is a one-year programme that gives secondary
students the chance to set up and run a small business. Each
team has had to form a company, research and write a business
plan and bring their product or service to market. It gives me
great pleasure to be involved in such a wonderful program and to
represent NZICA who are a national sponsor of the scheme and
of the Young Managing Director of the Year Award.
The businesses on display ranged from innovative composting
bins and zany lamps made from recycled plastic to olive oil and
many, many more. When talking to the pupils and listening
to their presentations, two teams really caught my attention;
Team Lumiere from Takapuna Grammar and Manurewa High
School’s Caring and Co.
Team Lumiere won both Excellence in Sustainability and
Excellence in Commitment at the North Shore event for their
lights. The students created more than 200 lights, made from
more than 400 Starbucks lids and 1,500 bags. Many of you may
have seen these zany lamps as the table centrepieces at the
recent AUT Excellence in Business Awards.
Caring & Co, a team from South Auckland’s Manurewa High
School, created their own extra virgin olive oil with proceeds
from every bottle sold funding local children through the Life
Education Trust programme (Life Education teach children
about the wonder of life, themselves, and other people, with
the aim of showing them how to reach their full potential) I
found this team fantastic in their readiness to engage with
people and their ability to speak about their business with
maturity and insight far beyond their years. The company has
been so successful; it’s funded enough spaces for every child
at a South Auckland primary school to join the Life Education
Trust programme. The company’s approach, attitude and
success lead to Caring & Co winning The Lion Foundation
Young Enterprise Scheme Company of the Year award and to
Caring & Co’s Managing Director, 17-year-old Lar Su’a, winning
the coveted NZICA Young Managing Director of the Year.
In early October I attended the University of Auckland’s
Department of Accounting and Finance 2012 Scholarship
and prize awards evening where NZICA sponsored both
scholarships and prizes for outstanding students (see page 11
for more details and photos).
More recently Christian Wilson, Director-Sales, and I attended the
Gradfest2012 at Unitec. NZICA sponsored of the following awards:
NZICA Best Overall Performance Bachelor of Business Accountancy
First Year Student – Jierong Guo
NZICA Best Overall Performance Accountancy Second Year Student
– Harveen Baja
NZICA Best Overall Performance Accountancy Third Year Student
– Salma Delara
NZICA Best Overall Accountancy Graduate – Shan Qi
In the employer space I have been busy visiting many employers
for several different reasons. Some visits have been around IT
checks for the roll out of the new online candidate area and
online learning environment for the new Chartered Accountants
Program, before the first users log on this year. More recently I have
been out visiting people to introduce the new AOC (assessment of
competence) pathway to the AT College and building awareness of
the excellent products and services on offer for NZICA members.
Thank you to all those members who have taken the time to
see me, especially those who have welcomed me when I arrived
unannounced as I was in the neighbourhood. It is always great to
speak with members and to get their feedback on NZICA and other
issues, be it a synopsis of the changing kiwi economy over the last 3
decades, which one member recently gave me, (very informative and
well received by this fresh immigrant), or just to have a quick chat
about the Red Rose thrashing of the All Blacks. Swing low sweet ….!
Till next time…
Bob Cooper
Sales Executive Northern Region
10
NORTHERNConnection
Young Accountants
“Networking with Power”
NZICA Privilege Partner Westpac kindly hosted this unique event which is
the first in a series of collaborative events provided for members of both the
Auckland Young Accountants and Young Lawyers groups.
The event was a great success, attracting
83 young accounting, business and legal
professionals from across the city.
Simon Power, Head of Westpac Private
Bank and former Minister of Commerce
gave a frank and inspirational presentation
sharing insights into his early career and
experiences. Drinks, dinner and live music
followed at the Britomart Country Club
where young members from both
professions enjoyed the opportunity
to network in an informal and friendly
environment.
To enquire about joining the Young
Accounts SIG please contact David
Blackwell, [email protected].
Many thanks to Westpac who provided
the stunning venue and catering for
this event.
The exams are over
let’s celebrate!
The Young Accountants SIG invited candidates who had just
sat the marathon six hour PCE exam on 26 October to the
Foodstore for a few drinks to rejoice and breathe a sigh of
relief that another milestone on the path to gaining their
CA qualification was complete. A variety
of interesting and often quirky spot
prizes given out throughout the evening
provided a dash of welcome comic relief!
Proudly sponsored by
Privilege Partner Westpac
February 2013
11
University of Auckland
2012 Scholarship
and Prize Awards
The University of Auckland’s Department of Accounting and
Finance held the 2012 Scholarship and Prize Awards evening
on 3 October, which was attended by NZICA’s Sales ExecutiveNorthern, Robert Cooper and Auckland Leadership Team Chair
Michael Prasad CA.
NIZICA proudly sponsored the following Scholarship and Prizes:
NZICA Honours Scholarship – Catherine Ying En Yung
Prizes for top Scholars in Accounting went to: Jessica Rose
Heslop, Kenny Ka Yin Chan, Chi Chui Vienna Lee, Polina Belykh
and double winner Ka Man Lau.
Honours scholarship winner Catherine Ying En Yung with
Jilnaught Wong, Deputy Dean, Director of Graduate School of
Enterprise, Professor of Financial Accounting, Auckland University
Bob Cooper, Chi Chui Vienna Lee, Catherine Ying En Yung, Ka Man
Lau and Michael Prasad
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12
NORTHERNConnection
PD and pinot
on Waiheke
NZICA Auckland has introduced a programme of
full day courses to be held on Waiheke Island. A short 35 minute sail from the Auckland CBD, the Waiheke Series provides
an opportunity to mix in a little pinot and sun while completing your
professional development needs (not to mention taking advantage of the
breath taking views and award winning food on offer.)
The inaugural Waiheke course was
held at the end of September at the
award-winning Cable Bay Vineyards. The
day had all the essentials of a typical
spring day on the island: crisp clean air,
a light breeze and gentle sunlight. The
power to influence – extended edition
was presented by Cherri Holland who
educated attendees on the best way
to get messages across in sensitive
situations. This included practicing
verbal skills and understanding how
others think. Before heading back
to Auckland, the group enjoyed a
wine tasting and networking session
overlooking Cable Bay with the city
skyline in the distance. Look out for
further full day courses to be held on
Waiheke in 2013.
February 2013
13
NZICA NORTHLAND News
Northland Leadership
Team Chair’s Report
Welcome to 2013! I hope you all
managed to get some well-deserved
rest and recreation over the holiday
period and are ready to start the New
Year with all the challenges it will bring.
What a year 2012 was for the Northland
Leadership Team. I would like to thank
my Leadership Team members for their
invaluable contribution throughout the year. We have all
been very busy in this inaugural year of the “Local Leadership
Teams” that were voted in as part of the F4F3 changes. Thank
you too, to our Regional Coordinator “extraordinaire” Emma
Rankin. She has done a fantastic job, organising our local PD
and SIG events, Presidential Dinner and Awards Night, Regional
Forum and the Golf Tournament. These events have been well
represented by our members, thank you to those members
who attended. It has been rewarding to see so many familiar
and new faces come to these events.
Our most recent event was our annual “Golf” afternoon and
Christmas Dinner. Thank you to those members who attended
and had a lovely (or was that frustrating!) time trying to get
that little white ball in the hole! A fun time was had by all,
and fortunately the weather held out for us. Thank you also, to
NZICA Privilege Partner Westpac, Jerry Clayton BMW and NZ
Tax Trading Company Ltd for your generous sponsorship.
We hope you, our members, have enjoyed the events we have
held and look forward to more. If you have any ideas you would
like to put forward for future events for our Leadership Team to
consider, please let us know. Your input is invaluable in assisting
us to provide meaningful events for our members.
Our focus is to improve engagement with our members,
and I think we are well on the way to achieving this with the
development of our local “Generalist” SIG which delivered two
very informative meetings in 2012. We have had a reasonably
good response to our SIG meetings and it is a great networking
opportunity for members also to enjoy a drink and nibbles and
socialise with your colleagues.
Thank you to our SIG committee and Emma for procuring our
speakers and organising these events. We aim to deliver four SIG
meetings per year, so keep an eye out in the emails for our first
SIG event for 2013. We are also in the process of starting a Young
Accountants Group with the first event proposed for just after
Easter, so all you ‘Young Accountants’ watch out for this meeting
in the email notifications. We would love to see you attend and
get to know your fellow members.
Lastly, I would like to thank everyone who has supported me
as Chair of our Leadership Team/Branch Committee over the
past three years. I have thoroughly enjoyed my time as Chair
and have learnt a great deal being part of our wonderful
Institute. It is now time to hand over the reins to our next
Chair, Adelle Allbon CA. Congratulations and thank you Adelle
for taking over.
Best wishes to all our Northland members, and I hope you all
have a productive and prosperous 2013.
Shiralee McLean CA
Northland Leadership Team Chair 2012
Sadly, Shiralee McLean has stepped down from her role
as Leadership Team Chair. NZICA Northland would like to
acknowledge the tremendous contribution that Shiralee has
made in her three years as Chair. Her sense of commitment and
strong leadership has seen Northland remain a high performing
region with high levels of activity and engagement. Shiralee will
remain on the Northland Leadership Team for 2013 with Adelle
Allbon taking over the reins as Chair.
NORTHland
Leadership Team 2013
Nominations and voting for the 2013 Northland
Leadership team took place between September and
November 2012.
As a result of this process, the Northland Office is proud to
announce that the following members will form the 2013
Leadership Team (LT) for the Northland region.
Adelle Allbon CA
Partner & Director, Kennedy Allbon Tane
– Chartered Accountants
Adelle has been with Kennedy Allbon
Tane since 2004. Her specialist area
is Assurance services which include
statutory audits, reviews, audits for
a special purpose such as Ministry of
Education funding, and internal audit. Adelle has a particular
interest in the not for profit sector and the accounting and
audit requirements that apply (and change), within that area.
Whilst Adelle’s primary focus is audit, she also has experience
in both corporate and compliance accountancy.
Adelle holds a tertiary qualification in Accounting and for the
most part, achieved this qualification studying locally at the
Northland Polytechnic (NorthTec).
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John Dykzeul CA
General Manager, Thomson Wilson
John is Thomson Wilson’s General
Manager. His responsibilities include
practice development, finance, human
resources and IT.
Before joining Thomson Wilson in
2010, John worked in accounting and
general management roles in manufacturing, retail and road
transport industries. He has also worked in auditing where he
specialised in banking and finance.
After studying and working elsewhere in New Zealand and
overseas for 15 years, he came back to Northland in 1994 for
career and lifestyle choices.
Steve Ganley CA
Director, Sumpter Baughen
Steve became a Director of Sumpter
Baughen in December 2010. He brings
considerable tax knowledge to the firm
and regularly consults to legal firms and
other accounting firms.
Steve worked at the IRD for 15 years
before moving to one of the ‘Big 4’ accounting firms where he
was involved with a large client base covering an extensive
range of tax issues.
Steve is a born and bred Northlander who has returned home
with his family.
Chantal Gilmore CA
Director, Gilmore Brown Ltd
Chantal takes an active interest
in assisting her clients to improve
business profitability and helps them
plan for their business and personal
financial goals and futures, giving them
maximum protection and options.
Chantal has developed a high profile and respect within
the business community. She strives to provide value added
information through the presentation of seminars on a variety
of topics.
Linde Judd CA
CFO, Northland Polytechnic
Linde returned from several years
overseas, where she spent time on the
London Branch Committee, and has
taken a role as Chief Financial Officer
with Northland Polytechnic (North Tec).
Her background includes time spent in each of the Public, Private
and Not-for-Profit sectors in roles as diverse as Accountant
General for the Government of Montserrat in the Caribbean, to
Finance Manager in the British Council in London.
As an active member of the Northland region she is looking
forward to further championing the needs of the Northland
Corporate sector members.
Mahmood Khan CA
Partner, Director, BDO Bay of Islands
A graduate from Auckland University,
Mahmood’s background includes two
years in private practice as a company
accountant before joining a Chartered
Accounting firm based in Auckland and
Whangarei. In 1980 he joined a major
Chartered Accounting firm in Australia and was admitted as
partner based in Suva, Fiji.
Mahmood joined BDO Spicers Bay of Islands in 1986 based as
partner responsible for the Paihia and Kawakawa offices. Specialising
in assurance services, Mahmood also has expertise in the areas
of farm accounting, tourism, Maori trusts and incorporations.
Shiralee McLean CA
Director, Gunson McLean
Shiralee started her accountancy career
in 1980 working for the international
firm, Coopers & Lybrand. In 1996, Craig
Gunson and Shiralee established Gunson
McLean and Shiralee became a full
partner in 1998.
Shiralee specialises in taxation planning and structures, farm
accounting, trusts, personal financial planning and wealth
management. She enjoys the challenge of building long lasting
relationships with clients to grow their business and future wealth.
Edwin (Eddie) Roberts CA
Director, Russell Turner Chartered
Accountants
Edwin was born and educated in
Whangarei before heading to Auckland
University. In between enjoying the
social side of student life, he completed
a Bachelor of Commerce with majors in
Economics and Marketing and then promptly headed overseas.
On his return, and after further study to complete a Post
Graduate Diploma in Accounting, he worked in two mid tier
Auckland accounting firms. Ed joined Russell Turner in 2006
and became a Partner/Director in 2007.
February 2013
15
Northland
Presidential
Dinner
On 23 August, 12 of Northland’s
newest members were presented
their membership certificates
by 2012 NZICA President Richard
Austin at the Northland Annual
Presidential Dinner.
The event was well-attended, with over
100 joining in the celebrations at Toll
Stadium in Whangarei.
2012 President Richard Austin with
60 year member Donald Gregson
2012 President Richard Austin with
Tamara Powell
Congratulations and a warm welcome to:
College of Accounting Technicians
Chelsea Coote
Tamara Powell
College of Associate
Chartered Accountants
Haidee Kritzinger
Karyn Kruck
College of Chartered Accountants
Karen Bell
Brian Cao
Angela Edwards
Luz Fisher
Tracey Glentworth
Shery Hendrikse
Nicole Hoare
Jancy Stott
Milestone Memberships
60 year membership
Donald Gregson
New members Luz Fisher, Karen Bell and Tracey Glentworth
WELCOME TO OUR NEW MEMBERS
Congratulations and a warm welcome to the following people who were
admitted to full membership of the New Zealand Institute of Chartered
Accountants between 1 July 2012 and 30 November 2012.
College of Chartered Accountants
Marny Cook
Nikki Gardyne
College of Associate Chartered Accountants
Irene Guest
College of Accounting Technicians
Chelsea Coote
Congratulations to
Chris Pool who was recently
re-elected as Northland’s Council
representative. Chris does a
fantastic job of representing
Northland members at Council
level and keeps local members
and the LT up to date on the
latest news and advancements.
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Christmas Golf Day
On 5 December NZICA Northland had the pleasure of
hosting the annual 9 hole Ambrose Golf Tournament
and Christmas Dinner.
Sundry prizes for spectacular golf
The Pines Golf Club in Parua Bay provided a picturesque
backdrop for some friendly fun on the golf course. Although
the threat of rain was present, most of the 35 playing managed
to stay dry for the duration of the tournament.
Chelsea Coote
A lot of fun was had by all on the course, with Greg Atkins’
drink rounds ensuring everyone was kept in the festive spirit.
After spending a couple of hours completing the course
members took the opportunity to socialise with one another
in the clubhouse and enjoy a great meal provided by the
awesome volunteers at the Pines.
Prize giving was a hoot with prizes distributed to the top 5 place
getters and sundry prizes presented for “outstanding” golf.
Results
Team events
1st
Steve Ganley, Karen Amos, Gavin Buckingham
2nd
Angeline Waetford, Hayden Waetford, Chelsea Coote
and Elaine Babe
3rd
Peter Marshall, Peter Hill, Rebecca Eastlake and
Christine Eastlake
4th
Des Quinn, John Dykzul, Marjorie Abraham
5th
Scott Kennedy, Colleen Houlker, Eddie Roberts,
and Brigid Roberts
Last
Craig Gunson, Sarah Kessell, Steve Watene,
and Luke from BMW
Karen Amos
Adelle Allbon
Sylvia Atkins
Colleen Houlker
Luke (BMW)
Henry (BMW)
This year we had three great sponsors on board who really
got into the spirit of the event. A great effort from the local
Westpac team Karen Amos & Paul Visser, with Karen also
being a member of the winning team. Jerry Clayton BMW
representatives Luke and Henry were in fine form and Josh
Taylor from NZ Tax Trading Company had a blast. Without
these sponsors we would not have been able to pull together
such a great event for Northland Members.
Proudly sponsored by our
privilege partner Westpac.
Supporting Sponsors
Jerry Clayton BMW
The New Zealand Tax Trading Company
Inaugural Northland Region Forum
The Northland Region Forum replaces the former
AGM and was held for the first time on 23 August
last year.
President Liz Hickey FCA provided updates on a number
The purpose of the forum was to bring key NZICA
Leadership Team.
stakeholders together for two way dialogue on, issues
Those present also enjoyed informative updates from
affecting members in the region, and members’ needs/
Chris Pool CA, Northland Councilor and Shiralee McLean
preferences for NZICA service delivery.
CA 2012 Northland Leadership Team Chair. The forum
The inaugural event was well attended with 50 members
concluded with an open floor session followed by an
present. 2012 President Richard Austin FCA and 2012 Vice
of topical items including key changes under Fit for the
Future 3 and the role and purpose of the Northland
insightful presentation from Greg Gent.
February 2013
17
MILESTONE
MEMBERSHIPS
NZICA recognises and values
the ongoing commitment
from our Northland members.
Congratulations to the following
members who deserve special
recognition for reaching these
milestone memberships between
1 July and 30 November 2012.
25-YEAR MEMBERS
Andrew Britton CA (Retired)
David Espiner CA
30-YEAR MEMBERS
Bill Mallett CA
Irwin Wilson CA
SIG event a success
The newly formed Northland Business Development Special Interest
Committee did a great job of organising the second SIG offering created by
Northland members for Northland members.
Stephen Ganley, Karen Bell and Peter Byers worked closely with representatives from
Thomson Wilson Law to provide a relevant legal update for Northland members.
With 32 Northland professionals in attendance, feedback was positive with attendees
gaining value from the content and enjoying the opportunity to network with peers
at the post event drinks.
In an effort to deliver more relevant content to Northland’s Corporate, Public and
Not-for- Profit sector members, NZICA Northland piloted participation by webcast
of the November meeting of the popular Auckland based Company Accountants SIG
at NorthTec’s interactive learning centre. The session, which was attended by 25
members, covered an interesting presentation from leading HR Consultant Sharn
Rayner and a current economic update from popular ASB Chief Economist Nick Tuffley.
Upcoming events:
40-YEAR MEMBER
>Soft-skills workshop planned for March.
Peter Byers FCA
>The recently formed Northland Young Accountants Group is looking to hold their
inaugural end of financial year celebration event on the 5 April 2013
60-YEAR MEMBER
Dugald MacDonald ACA (Hon Retired)
Keep an eye out for further information in NZICA e-newsletters and on the website.
If you have any ideas about relevant local events or are interested in being involved
in an NZICA Northland sub committee or planning group please send through your
contact details to [email protected].
NZICA AUCKLAND News
CONGRATULATIONS
Congratulations to Auckland
member Skye Daniels CA who won
the Westpac 2012 Outstanding New
Members of the Year category of the
2012 NZICA Leadership Awards.
Skye with President Liz Hickey
This award recognises a member who
has achieved significant success in their
career in the short time since joining
the accounting profession. The judges
were extremely impressed with Skye
for her exemplary leadership skills,
not only as head of a team of 15 at the
University of Auckland, but also within
the community.
Auckland
Councillors
The following four candidates
were elected in late October, and
their term commenced from the
2012 AGM:
Mike Atkinson
Bernard Mazur
Michael Stowers
Murray Taylor
These new councillors join existing
councillors Susan Tremlett and Grant
Ellis who are fulfilling their second
term; appointed councillors Rob
McDonald and Andrew Dick; and
President Liz Hickey.
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NZICA AUCKLAND News
The 2012 Annual Golf Tournament was held at The Grange
Golf Course in Papatoetoe, Auckland on 8 November
and attracted around 70 keen golfers opting for a
well-deserved break from the office for a few hours.
An intense but friendly afternoon of competition in perfect
weather conditions ensued followed by a relaxing drink or two
over dinner and the eagerly anticipated prizegiving.
58th
Annual Golf
Tournament
Rosebowl
Ken Burrows and Phil Henwood
Greg Muller
Senior
1st: Anthony Williams
2nd:
Phil Haydon
3rd:
Blair Smith
Intermediate
A huge thank you to our generous sponsors of this year’s event
Major sponsor and
NZICA privilege partner:
Prize sponsors:
Ricoh, Corporate Restructuring, OBEX, Hays Recruiting,
BMW Skidpan Experience, Dick Aubin
Nearest the pin
Hole 15 – Social
1st: Phil Jones
2nd:
James Peoples
3rd:
Graham Maples
Hole 15 – Intermediate
Phil Jones
Hole 8 – Senior
Mark Carroll
Longest Drive
Hole 18 – Social
Andrew Doogal
Hole 18 – Intermediate
Social prizes
Trent Shirkey
1st: Dipak Patel
Hole 18 – Senior
2nd:
Philip Henwood
Phil Haydon
3rd:
Andrew Doogan
Peter Menash, Fidelity Life with Rosebowl winners Ken Burrows
and Phil Henwood
58th Annual Golf Tournament winners
February 2013
19
NZICA AUCKLAND News
Milestone MembersHIPS
NZICA recognises and values the ongoing commitment from our members. Auckland members who deserve special
recognition for their milestone membership of 25, 30, 40, 50 or 60 years between 1 July and 30 November 2012 are
as follows.
25-YEAR MEMBERS
Greg Millar CA
30-YEAR MEMBERS
Steve Trifunovich CA
Kevin Adams CA
Barry Mitchell CA
Raewyn Agate ACA
David Turnbull CA
Dianne Barlow CA
Erica Moore CA
Allen Bertelsen CA
Robert Vannisselroy CA
David Barton CA
Mace Noble CA
Bryce Bollard CA (Retired)
Garth Ward CA
Dianna Bell CA
Allan Officer CA
Diane Brown CA
Richard Wilks CA
Jack Brian CA
Balvant Patel CA
Bruce Buddicom ACA
Tom Wilson
David Bridgman CA
Mark Paynter CA
Arthur Chung CA
Neville Wood CA
Murray Brown CA
John Peeters CA
Susan Cooney CA
40-YEAR MEMBERS
Greg Chatfield CA
Warren Philip ACA
Ann Cooper-Smith CA
Neil Andrew CA
Andrew Clark CA
Colin Ross CA
Maxine Curac CA
Roy Austin CA
Gerald Clarke CA
Lesley Ryan CA
Paul Donnell CA
Paul Best CA
Mark Crooke CA
Lynette Salmond CA
Grant Ellis CA
Geoff Bowker CA
Kevin Drinkwater CA
Mike Schubert CA
Phillip Eustace CA
Terry Carter CA
Tony Driscoll CA
Philip Seel CA
Brett Finnigan CA
Anne Davy CA
Alison Edkins CA
Geoffrey Sherning CA (Retired)
Brian Gladwell CA
Michael Donovan CA
John Etherington CA
Peter Smith CA
Mark Harris CA
David Gravatt ACA (Retired)
Graham Farley CA
Ian Stevenson CA
Garrie Hoddinott ACA
Ray Habgood CA
Dave Foster CA
Paul Takerei CA
Heng Ing CA (Retired)
Graeme Hawkins ACA
Stephen Greig CA
Bruce Talbot CA
Grant Johnston CA
Graham Head CA
Gary Hampson CA
Cheow Tan ACA
Ross Macdonald CA
Brian MacKenzie CA
Gael Hargreaves CA
Kheng Tan CA
John Mallinson CA
Lachlan McLean CA (Retired)
Lindsay Hart CA
Mark Taylor CA
Kevin Mansell CA
Richard Pearson CA (Retired)
Frederick Hawke CA (Retired)
Yvonne Ten Have FCA
Graham Maples CA
Denis Reidy CA (Retired)
Jenny Hayward CA
Graeme Thomlinson CA
Lesley Masters CA
Ian Russell CA (Retired)
Julie Hayward CA (Retired)
Martin Thomson CA
Martin McEvoy CA
Gary Swift FCA
Steve Hilder CA
Jonathon Tombleson CA
Mark McLauchlan CA
Stuart Vinton CA
Mike Humphries CA
Bruce Urquhart CA
Glenn Miller CA
Scott White CA
Barbara Imlach CA
Grant Van Der Maas CA
Peter Moore CA
Paul Jackson CA
Denise Van Diepen CA
Cecil Murray CA
Kiran Kumar CA
Mark Van Rossem CA
Jack O’Rourke CA
Stephen Lawrence CA
Lee White CA
Rodney Parker CA
Ching Lee CA
William Whittaker ACA
Fred Pau CA
Doug Lennon CA
David Whittaker CA
Paul Rouse CA
Tracey Lloyd CA
John Whyman CA
Stephen Smith ACA
Robert Marginson ACA
Guy Williams CA
Reon Taylor
Neil Mayo CA
James Wilson CA (Retired)
John Thurston CA
John McCormick CA
Graham Yan ACA
Albert Toh CA (Retired)
Paul Mihaljevich CA
50-YEAR MEMBERS
Noel Derbyshire CA
(Hon Retired)
Malcolm Don ACA
Brian McCloy FCA
Ken Whaley CA (Hon Retired)
Bruce Whittaker CA
(Hon Retired)
60-YEAR MEMBERS
Gary Lawless CA (Hon Retired)
20
NORTHERNConnection
NZICA AUCKLAND News
Auckland
Region Forum
Accounting
teachers update
Auckland’s inaugural Region Forum was held on
27 September with the purpose of bringing key
stakeholders together for an open discussion on issues
affecting members in the region.
This annual one-day event is aimed specifically at
secondary school teachers of both the NCEA and CIE
curriculums and provides a valuable opportunity for
teachers to keep up to date with recent developments in
the accounting profession.
The event held on 29 August, attracted 35 teachers from
around the Auckland region and across the decile spectrum.
Bob Cooper, NZICA Sales Executive, updated delegates on
developments and plans in the secondary school space
during an interactive session which opened the floor to lots
of feedback and ideas from teachers on how NZICA can best
support them in their role.
The forum provided the perfect opportunity for the 145 members
in attendance to communicate their needs and preferences
relating to NZICA service delivery and to receive a brief update on
NZICA strategy and key activities. Key themes discussed were the
merger rationale (costs and benefits to members), issues around
admitting and maintaining members, the difficulty and cost of
mandatory CPD requirements and reinforcing that both SIGs
and online forums are a useful way of engaging and fulfilling CPD. The question was also raised around what NZICA was doing to be
relevant for the changing demographics of members in Auckland.
2012 NZICA President Richard Austin FCA, NZICA Board Chair
Graham Crombie FCA, NZICA CE Terry McLaughlin FCA, Auckland
Leadership Team Chair Michael Prasad CA and local Council and
Auckland Leadership Team members were all on hand to mix and
mingle with members following the formal part of the event. The
Region Forum will be an annual event, so please keep an eye on
your event emails and www.nzica.com/events for details in 2013.
Some of these ideas are currently being worked on and
developed for implementation in the 2013 academic year.
Sue Keats, Senior Manager – Policy and Quality Assurance
with NZICA provided an overview of the new Chartered
Accountants Program and pathway that many current
students will be embarking on in the near future. Teachers
were also treated to an insight into the NZICA Code of Ethics
by NZICA’s Assistant Director – Professional Support, Allan
Duffy, whose case study dilemma created a high level of
interest some hot debate.
By far the biggest draw card on the day’s programme, and
who lived up to all expectations, was Professor Grant Samkin,
from the University of Waikato and his insightful examination
of the AFRS Framework Concepts and their application in
the classroom.
If you are interested in taking part in this year’s accounting
teachers update, would like to know more or be involved in
NZICA‘s youth strategy in 2013, please contact Bob Cooper:
[email protected].
14 March 2013, Viaduct Events Centre
LIMITED
SPACES
AVAILABLE!
>Showcasing an impressive lineup of speakers and
updates in key areas of tax, IT, economics, legal and
financial reporting
The Accountants
one-day business
update
>Featuring high level New Zealanders presenting on
leadership and general management
>Opportunities to network with corporate sector peers
>Drinks and canapés served at the end of the day.
THIS POPULAR EVENT ALWAYS
SELLS OUT FAST
For further information: Karmin Mudaly, 09-917 5928 or email [email protected]
February 2013
21
NZICA AUCKLAND News
Executive Insight 2012
A special luncheon and awards ceremony was held in Auckland on
29 November 2012 to acknowledge the participants and host organisations
involved in the 2012 Executive Insight programme.
2012 winner Claudine Ann Catral (centre)
with Auckland Leadership Team Chair
Michael Prasad and Laila Hussainmiya
from Skinny
Brightstar New Zealand Ltd – Richard Dalliessi, Matthew Findsen – Finance Director,
Claudine Catral and Mei Szeto – Finance Manager
Executive Insight is a national programme
for third and fourth-year accounting
students from AUT, Manukau Institute
of Technology, Massey University, The
University of Auckland and Unitec. Each
student on the programme is allocated
to a host organisation for a one-to-three
day insight into how senior management
works. They are then required to write
a 1,500 word report summarising
their experience. Judges Dale Gray and
Murray Taylor representing the Auckland
corporate sector assessed the reports and
selected the best three submissions.
prize from Skinny Mobile of Dre Beats
Head Phones, a HTC X One Mobile
Phone and $100 Skinny Mobile credit
(total value $1,600).
Winner of the Highly Commended prize
was Vera Peiyu, also from the University
of Auckland, who was hosted by Yellow
and received a certificate and a $250
cheque from NZICA. The Commended
prize went to Kevin Kang, again from the
University of Auckland, who was hosted
by Iosis Family Solutions and won a
$100 book voucher.
Here’s what Claudine had to
say about her experience on
the programme:
“The NZICA Executive
Insight Programme
was a memorable
experience that has
made an impact on
my career. Insights
gained from Brightstar
significantly changed
Congratulations to Claudine Ann Catral
from the University of Auckland, winner
of Best Report for 2012. Claudine was
hosted by Brightstar New Zealand Ltd
and received the winner’s certificate,
a $750 cheque from NZICA, sponsor
the way I think about
Proudly sponsored by:
the people who spent
my studies relative to
the corporate world.
I am grateful to all
time educating me
and sharing their
Highly Commended prize winner Vera
Peiyu Auckland Leadership Team Chair
Michael Prasad
valuable insights.”
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NORTHERNConnection
NZICA AUCKLAND News
Inland Revenue – Co Huynh and Sara Rashid,
Investigations Team
The Class of 2012
StudentUniversityHost organisation
Vera Peiyu
Yellow
Laurence Sparke
Massey University
Yellow
Briar Evans
Grant Thornton
Richard Dalliessi
Brightstar New Zealand
Claudine Catral
Brightstar New Zealand
Eseniya Latfullina Unitec
Coca Cola Amatil
Michael Kelly
EuroVintage
Kevin Kang
Iosis Family Solutions
Andy Whale
Iosis Family Solutions
Jacob Park
Restaurant Brands
Lillian Zhu
Telecom
Co Huynh
Inland Revenue
Iosis Family Solutions – Andy Whale, Kevin
Kang, Glenis Reardon and Wayne Boyd
Yellow – Alasha McCracken, Human
Resources, Laurence Sparke and Vera Peiyu
Grant Thornton – Kirsty Wildig, Briar Evans
and Antonio Caliari-Pearce, Accountant
Coca Cola Amatil (NZ) Ltd – Eseniya
Latfullina and Graham Rose – Financial
Accounting Manager
Euro Vintage Ltd – Michael van Druten,
CFO and Michael Kelly
Restaurant Brands NZ Ltd – Grant
Ellis CFO, Jacob Park, Jingsong Chen
Restaurant Manager and Angela
Manihera Regional Operations Manager
Telecom – Matthew Skilton, Head of
Corporate Finance – Operations and
Lillian Zhu
February 2013
23
NZICA AUCKLAND News
SIG snaps
Forensic Accountants
get quizzical
Women Accountants
get motivated
To celebrate their last event for
2012 the Forensic Accountants
SIG hosted a fiercely contested
quiz at the Auckland Police Club
in conjunction with the Auckland
Certified Fraud Examiners.
Frank Olsson, Regional Manager
– NZ, FINSIA – Financial Services
Institute of Australasia entertained
and enlightened the members of
the Women Accountants SIG during
their last meeting of the year held
on 6 December.
First place getters – “Gangnam Style”
Frank, who made a presentation on
promoting, enhancing and motivating
individuals to attain high levels of
performance, had a serious message to
deliver, but managed to convey it with
humour, song and illustrations from
his vast experience as a leader in the
corporate world.
Special
Interest
Groups
2013
Special Interest Groups (SIGs) meet
on a regular basis and provide great
opportunities for networking with
like-minded members.
There is a wide range of topics available
and most meetings qualify for CPD hours.
Auckland Branch currently has 17 SIGs
to choose from and membership for
most groups is by way of an annual
subscription. Register online at www.
nzica.com/events or download a
subscription form from the NZICA’s
SIG web pages.
With the exception of INSOL NZ,
car parking at the adjacent Wilson’s
Gateway car park is included in the
subscription fee.
Second place getters
Speaker Frank Olsson entertaining and
enlightening members of the Women
Accountants SIG
Third place getters – “We came to the
Police Station to answer some questions!”
For more information on joining these
groups or to find out more about the
groups’ activities visit the website
www.nzica.com/specialinterestgroups
SAVE THE DATE
2013 Forensic Conference
13 & 14 May, Auckland
Register your interest with Lee Edmands, [email protected]
For more information on joining please
email: [email protected] or visit
the SIG web pages at www.nzica.com.
Audit
Steve Hayes CA and Allan Paul CA, Co-Chairs
The Audit Special Interest Group holds
up to four meetings a year on topics of
interest for audit practitioners in the
Auckland region. Members of the group
also receive email bulletins relating to
audit developments promulgated by
NZICA or other professional bodies,
with the intention of keeping members
abreast of current audit developments.
The SIG provides networking
opportunities for auditors and practical
support for members on audit issues,
and promotes a forum for discussion
and review of audit-related standards
and guidelines.
There is no annual fee to join the Audit
SIG mailing list. However there is a small
charge to attend each meeting.
24
Business Development Specialists
Grant Hally CA, Chair
Life after compliance. Compliance is more
and more becoming a low priced commodity.
What are you doing to protect your
practice and your future profitability?
We have the answer…join the Business
Development Specialists for a monthly
dose of inspiration!
Meetings are held on the first Thursday
of each month from 4-6pm. You can
start with “Compliance Plus” and grow
from there. We can help you to utilise
your personal strengths to add value to
your clients’ businesses.
The group provides a monthly speaker
relevant to business development – plus
case studies and real-life experiences
from fellow practitioners and other
experts. Come along to one of our
meetings. We know you will be hooked.
Annual subscription $230. Casual
attendance welcome at $51 per meeting
All prices include GST
Chief Financial Officers/
Financial Controllers
Marin Matulovic FCA, Chair
The CFO Group provides a forum for
senior finance professionals to meet
regularly and interact professionally
and socially by attending presentations
on the latest developments in legal,
HR, accounting, tax, treasury, IT and
general management issues. The group
meets monthly between February and
December. In addition to the traditional
accountancy-related topics, meetings
often cover a wide variety of other topics
including leadership and successful
management, project management, and
health and lifestyle matters.
Company Accountants
Pam Hopkins CA, Chair
This SIG meets monthly (and is also
available by webcast) from February
to November and provides a useful
peer group and CPD for those working
in a company business environment.
Regular topics include taxation, legal
NORTHERNConnection
matters, economic updates, IT and
financial accounting. As well as looking
at functional topics for accountants
we have speakers who assist us in our
personal development and planning,
help us to work in better ways, and
improve how we work with others.
The group is large and active and
benefits from social interaction and
networking at the end of each meeting.
Meetings are webcast so members can
participate remotely via broadband
internet connection.
Annual subscription $290. Casual attendance
(subject to capacity) $57 per meeting
Focus on Management
Denise Bovaird FCA and David Worth CA,
Co-Chairs
The Focus on Management Group is
targeted at members and non-members
who have moved beyond traditional
financial accounting roles who are
working in management or business
or have an interest in management
and business-related issues. The
monthly meetings typically have two
presentations covering topical subjects of
relevance to group members and qualify
for two hours professional development.
Meetings are held at the Auckland Office
premises from February to December on
the second Thursday of the month from
4–6pm and are followed by networking
and refreshments. The convenors
are happy for prospective members
to attend a meeting on a “try before
you buy” basis, and welcome casual
attendees who may be interested in the
occasional topic.
Forensic Accounting
Peter Preece CA, Chair
This group meets bi-monthly on a Thursday
from 4-6pm. Presentations cover a variety
of relevant topics and are followed by
networking over food and refreshments.
Presenters in 2012 were:
>Ron Watt, Senior Fraud Counsel,
Business Security & Performance, BNZ
>Nick Williams, Financial Markets Authority
>Mike Heron, Partner, Russell McVeagh
>Rachael Reed, Associate, Meredith Connell
>Scott Pearson CA, CFO, Lion Foundation
>Michal Amzallag, Senior Manager,
KPMG Risk Consulting Team
>Joanne Knight, Senior Business
Advisor, Identity & Data Services
(I&DS),Department of Internal Affairs
>Rachel Goston, (Compliance Lead Entering & Accessing the System) and
Inland Revenue team representatives
>Tina Payne CA, Forensic Accountant
and Electronic Forensic Investigator,
Financial Forensics Limited
>Phil O’Connell, Manager - Regulatory
Affairs, Sky City Casino
More information and a leaflet titled
What is Forensic Accounting – How do I
become a Forensic Accountant? can be
obtained from Lee Edmands, email lee.
[email protected].
attendance is welcome at $60 per meeting
Information Technology (IT)
Sarah Ellisdon CA, Chair
The IT Special Interest Group provides
attendees with the opportunity to learn
about the latest developments in IT. Topics are leading-edge, informative and
relevant for all levels of IT users.
Each meeting is structured to cover
two or three areas of technological
interest, therefore ensuring two hours of
structured CPD.
Topics for 2013 include accounting
software updates, hardware trends,
an update from Microsoft, the latest
in IT Security, advancements in
Mobile Technology plus many more
presentations relating to emerging
technologies and new products.
The IT Special Interest Group meets
bi-monthly on the second Tuesday of the
month from 4-6pm. The first session for
2013 is Tuesday 12 March.
February 2013
INSOL NZ
Brendon Gibson CA, Chair
In need of mentoring or just interested
in the dark arts of insolvency?
INSOL New Zealand is an approved
member association of INSOL
International, the world’s leading
association of insolvency and
restructuring professionals, with a
current membership of over 10,000.
Group members, by virtue of their New
Zealand subscriptions, are automatically
enrolled as members of INSOL
International. Affiliation with INSOL
International provides access for New
Zealand members to global conferences,
educational programmes, scholarships
and fellowships, as well as links to
the community of the world’s leading
insolvency and restructuring practitioners.
INSOL New Zealand operates
domestically as an educational and
networking group for members. Leading
academics are among our membership.
The group meets regularly in Auckland,
Wellington and Christchurch with a
keynote speaker presenting at those
meetings. The meetings are typically
followed or accompanied by networking
drinks. The regular meetings qualify
for up to two CPD hours. An annual
conference is hosted in early March
of each year, attracting a high-quality
speaker faculty drawn from government,
private practice and overseas. INSOL
New Zealand’s annual dinner, an
excellent networking event, is held in
conjunction with the conference.
All NZICA members are welcome to
attend one of our meetings at any of the
main centres for a modest cover charge,
and if of interest, we look forward to
welcoming you as a new member.
Investment
Kim Gabites CA, Chair
The Investment SIG meets bi-monthly
and receives expert updates on local
and global markets for shares, property,
interest/debt and foreign exchange. 25
Additionally, keynote speakers present
on a range of topics providing in-depth
analysis and insights into markets,
business, and the regulatory and
economic environment that affects
accountants and their clients as
investors. Presenters have included the
Reserve Bank Governor, Crown ministers,
leading economists and business
commentators, fund managers and
CEOs of New Zealand-listed companies.
The group is not a channel for the active
promotion of investment products, but
rather a quality educative forum (with
each meeting qualifying for CPD hours)
providing an opportunity to interact with
leaders in the investment field and other
colleagues with an interest in this area.
Maori Accountants
Jamie Rihia, Chair
The objective of the network is to
assist Maori to excel in commerce and
contribute to their successful economic
development. The group meets
throughout the year to discuss topical
issues. University students, provisional
members and non-Maori are all welcome.
There is no annual fee to join the Maori
Accountants mailing list. However, there
may be a small charge to attend each
meeting. Please see the Nga Kaitatau
Maori o Aotearoa website www.nkmoa.
co.nz for further information.
Not-For-Profit
Ross Rattray FCA, Chair
The Not-For-Profit SIG holds five bi-monthly
meetings a year – four breakfast meetings
from 7.30-9am and one mid-year meeting
from 4-6pm providing up to 8 hours
CPD annually. Membership includes
accountants who work in the notfor-profit sector in paid roles or as
volunteers, practitioners who provide
accounting and audit services, and other
members with an interest in the sector. NFP entities. This practical session
provided members with many practical
tips, red flags to look out for and 10
fraud prevention tips.
>Tony Dale CA, CEO of the XRB
addressed the group about the new
accounting standards framework for
Not-For-Profits and the work going on
to develop simple format reporting
standards for PBEs
>A look at what is happening in the
fundraising scene for NFPs aptly
illustrated through the wisdom of
two very accomplished presenters and
experts in the field of NFP funding,
Carol Painter and Jennifer Gill.
>Patricia McBride CA, Director-Accounting
Standards with the External Reporting
provided an update from the External
Reporting Board on the Simple Format
reporting Standards for Tier 3 & Tier 4
NFP entities. (See below.)
>Bonnie Robinson provided an insight
into the challenges of leading a merger
of two independent Alzheimers
organisations in Auckland.
Public Practice
Victoria Toon CA, Chair
This group is intended for NZICA
members holding Certificates of Public
Practice or those who work for holders of
Public Practice Certificates. Presentations
cover a wide range of topics including
formal presentations, networking
sessions and technical briefings. The
group’s objective is to identify the
technical needs of members and provide
them with exposure to current practice
and likely future developments. The
group meets monthly between February
and November.
Tax
The 2012 programme included:
Susan Tremlett CA, Chair
>A presentation by Craig Fisher CA and
Brendon Foy CA of Hayes Knight Audit
which provided an update of fraud in
The Tax SIG is a growing group of tax
practitioners and professionals with
an interest in tax. The group meets on
26
the second Monday of every month
between February and November from
4–5.30pm. We offer webinars of our
meetings and many members enjoy
the benefits of accessing our sessions
this way. Membership of the group
comprises accountants in practice, those
working in industry, people managing
their own tax affairs and professionals
wishing to advance their tax knowledge.
Sessions cover current tax issues
including associated tax-related topics,
plus refreshers on core tax subjects.
Presenters are generally tax specialists.
Topics covered in 2012 included year-end
tax planning, GST topical issues,
tax issues affecting charities, FBT
compliance, FIF aspects of foreign
pension schemes, and an updated look
at the LTC regime. Our presenters have
included representatives from Buddle
Finlay, IRD, BDO, and DHA Tax Training.
Each session qualifies for 1.5 CPD hours.
Sustainability
Susan Wild and Terry Dare, Co-convenors
This national Special Interest Group
warmly welcomes members who are
interested in building knowledge and
expertise in the area of sustainability.
The group runs regular events
between February and December,
which are also available by webcast.
These presentations on a variety of
sustainability-focused topics feature
influential and knowledgeable
speakers from areas including business,
accounting practice, government policy,
academe and other groups. They provide
a great mechanism for networking
opportunities and sharing ideas about
a range of interesting, challenging and
topical sustainability issues facing the
accounting profession and business.
Note: this group is now run on a payas-you-go basis. Members with a keen
interest in this area of accounting and
business are invited to join the mailing
list to be updated on all upcoming events.
Please email [email protected] to
join the mailing list.
NORTHERNConnection
Treasury and Financial Markets
Tony Horton CA, Chair
This Special Interest Group operates
nationally with all sessions available by
webcast. Remote members are able to view
both the PowerPoint slides and the speaker.
Effective treasury and financial markets
management is a critical function for
virtually all companies, big and small.
It is subject to constant change and
requires a dynamic approach.
A close working partnership with PWC
and ASB Bank assists with the provision
of topical presentations, special guest
speakers and other intellectual input.
This group has been running successfully
for many years and regularly has over
250 attending the bi-monthly seminar
meetings. The group is attended by
many leading law practitioners who
provide valuable input. The inclusion of
Law Society members provides a great
opportunity to get together with our
fellow trust professionals. The group’s
purpose is to share information on trusts,
provide opportunities to network and learn
from the experience of our high-profile
presenters. The group has penciled in an
outstanding line-up of speakers for 2013:
>Keith Turner
>Kate Davenport
Topics covered include:
>Dr Andrew Butler
>monthly economic updates by the ASB
Chief Economist - Nick Tuffley:
>Professor Craig Elliffe CA
>foreign exchange and interest rate
exposure management
>XRB
>risk management
>venture capital funding
>borrowing strategies
>balance sheet structuring and
management
>credit management
>cash flow management
>Deborah Hollings, QC
The Trust SIG meets six times annually,
from 8–10am on Tuesday mornings.
Women Accountants
>forecasting techniques
Shashi Kumar CA, Chair
>leasing and factoring
This group brings together women
from across the diverse range of
NZICA members who come together
every other month to attend highquality presentations, in an informal
atmosphere, and to engage in networking
opportunities over drinks and nibbles.
>tax/accounting for derivatives
>treasury governance & management
policies
Trusts
Rachelle Pelkman CA, Chair
The Trusts Group offers outstanding
value CPD hours.
The meeting programme targets leading
speakers to present on topical trust
issues in this dynamic area of law. The
speakers are all leaders in their respective
areas and are invited from around the
country to address our meetings.
For accountants and lawyers who have
some involvement with trusts it is
essential that they stay up to date. As
the area of trusts is facing unprecedented
change and there is increasing litigation
in this field this forum can offer the
perfect venue to keep up to date.
The speaker programme for 2012
included some talented and engaging
speakers including: 2012 NZICA
Vice-President Liz Hickey FCA; Greg
Sargeaunt, HRIT Manager, University of
Auckland; Dave Lucas, Financial Adviser
and Executive Director, Wealth Works;
Catherine Newton – Award Winning
Wealth, Mindset and Accountability
Coach; Kelly Davis Martin - Director,
Achieve Wellness and Frank Olsson,
Regional Manager - NZ, FINSIA.
Membership has increased in 2012,
continuing an upward trend in
recent years; which is testimony to
the relevance of meeting topics, and
valuable opportunities to network and
build valuable business connections. February 2013
The programme of events for 2013
will continue to build on the goal of
presenting inspirational, intelligent and
relevant topics to engage members with
enthusiasm.
Young Accountants
Come and have some fun with an
enthusiastic group and bring back the
work/life balance. Sign up for free to the
Young Accountants Group mailing list
to be informed of regular events such as
poker nights, pub quiz nights, celebrity
speakers and the post-PCE 2 party. This
is the perfect way to build relationships
with career/industry contacts in a
social setting, or to simply unwind from
the stresses of work with other young
Chartered Accountants.
There is no annual fee to join the Young
Accountants SIG mailing list. However, a
small charge may apply to specific events.
27
UNCOVERED –
TAX IN AUCKLAND
Peter Vial leads the tax team which
is made up of Stephen Rutherford,
Jolayne Trim and Lindsay Ng who
are based in Auckland and Aylton
Jamieson and Carla Feakin who are
based in Wellington.
The tax team has six main functions:
Relationship with Inland Revenue
The Tax Team looks after NZICA’s
relationship with Inland Revenue. We
meet with different groups (eg Policy
Advice, Office of the Chief Tax Counsel,
Operations) regularly and update them
on our members’ concerns.
Tax policy
We comment on policy proposals and
Issues Papers and raise policy issues
with Government officials that need
addressing. We make written and oral
submissions to Parliament on all tax bills.
Member queries
Members can submit questions to us
via e-mail on [email protected]
or call us through the customer service
centre. We don’t provide specific client
based tax advice – in most cases we will
refer you to relevant commentary, other
resources or an appropriate contact in
the IR, or a tax or legal specialist. If your
question raises a matter that has wider
application to taxpayers nationwide we
will escalate the issue within IR.
Tax Advisory Group
The Tax Team works with the NZICA Tax
Advisory Group (TAG) that represents
members with a particular interest
in, and passion for, tax law and policy. We and the TAG meet regularly with
the Minister of Revenue and senior
representatives from Inland Revenue
and the Treasury.
Auckland based Jolayne Trim, Lindsay Ng
and Stephen Rutherford
Seminars and presentations
The Tax Team prepares and presents
seminars around the country on topical
tax issues and areas that are of interest
to our members.
Extension of time arrangement
(EOT)
Every year NZICA renegotiates the EOT
agreement between the IR and tax
agents. The latest EOT Agreement can
be found on NZICA’s web site.
How can we help?
The Tax Team is here to support the
members of NZICA. We are often
successful in resolving members’
concerns and issues that relate to their
clients. Our successes are also successes
for our members and their clients.
We can be stronger and more effective if
you keep us informed. Let us know:
>your experiences with Inland Revenue –
particularly if they are good, but also
if you have an issue you would like
to discuss
>if you have technical or policy issues that
you are finding difficult
>your views on proposed changes to tax
law and policy or IR practice and policy
>suggestions for tax seminar topics.
28
NORTHERNConnection
NZICA NATIONAL News
NZICA Leadership Awards
The Leadership Awards recognise
outstanding performers in the country’s
business community and the accounting
profession.
The judges had a very difficult task this
year to select the finalists, let alone the
winners. Thank you to all those who
nominated high flyers in each category.
We are proud to announce the following
winners:
Crombie Lockwood 2012 Chartered
Accountant of the Year
Steve Wakefield FCA
On 4 December we held our flagship event the
NZICA 2012 Leadership Awards at the Air Force
Museum of New Zealand in Wigram, Christchurch.
American Express 2012 Outstanding
Service to the Profession
Professor Tony van Zijl FCA
Ernst & Young 2012 Public Sector CFO
of the Year
Paul Chambers CA
Westpac 2012 Outstanding New
Member of the Year
Skye Daniels CA
Refining NZ 2012
Annual Report Awards
Finalists
Best Annual Report by a
Corporate Organisation
Telecom
Public Sector Organisation
New Zealand Superannuation Fund
Not-for-Profit Organisation
World Vision New Zealand
NZICA Leadership Award winners Paul Chambers CA, Skye Daniels CA,
Steve Wakefield FCA and Ton van Zijl FCA with NZICA CE Terry McLaughlin FCA
and President Richard Austin FCA
Best Sustainability Reporting
Rotorua District Council
Collaboration information
A raft of information about NZICA’s collaboration with the Institute of Chartered Accountants Australia (ICAA)
and the proposal to create a new Institute is available on nzica.com.
This information includes an indicative timeline, the rationale for change and an opportunity for you to feedback to NZICA
with your thoughts.
Please see http://www.nzica.com/About-Us/ICAA-collaboration.aspx for more information.
February 2013
29
NZICA NATIONAL News
New
President
and Vice
President
The new Chartered
Accountants Program
Liz Hickey FCA took up the Presidency
at the NZICA AGM on 4 December.
Liz is NZICA’s 100th President.
Candidates in the Program took a key step to full
NZICA membership when they started the Financial
Accounting Reporting (FIN) module. The module
develops financial accounting skills and has a strong
focus on accounting standards and ethics.
Outgoing President Richard Austin FCA
thanked Liz for all her help and support
throughout the year as Vice President and
wished her all the best in a challenging
year ahead.
NZICA reached a major milestone this
month when the first module of the new
Chartered Accountants Program began
on Monday 4 February.
The second term one module Management Accounting & Applied (MAAF) began on
11 February. The module will illustrate the importance of strategic planning and managerial
decision making and builds skills and knowledge through two integrated case studies.
Liz identified working with our
Australian counterparts as one of the
key focuses of her Presidency.
Developed jointly with the Institute of Chartered Accountants Australia (ICAA) the
Program is the culmination of more than two years work, it brings together the best
elements of both organisations to both preserve and update the CA brand.
She in turn welcomed NZICA’s new Vice
President Fred Hutchings FCA. Fred is a
former PwC partner, who is now pursuing
a non-executive director career.
Delivered online utilising a brand new learning management system the Chartered
Accountants Program represents an exciting new era in the way the CA designation
is attained.
Congratulations to Liz and Fred on their
appointments. Members will get a chance
to meet them throughout this year at
various member events and functions.
The next available module will be Audit & Assurance (AAA) which will commence in
term 2 and begins in June this year. The remaining technical module Taxation (TAX)
and the final Capstone module will be offered for the first time in 2014.
For more information on the Program please see the Chartered Accountants Program
pages on nzica.com/caprogram.
LIBRARY NEWS
Lucky dip books
Not sure what to read next?
Check out the home page of the library catalogue for
suggestions of books on the shelf. We’ll update these fairly
regularly so you never know what you might find.
To view lucky dip books
>Go to http://library.nzica.com
>Log in with your NZICA member number and surname in lower case
>Look for the cover images of books on the main page to see current lucky dip titles
>Click on the title to get more information about the book
>Click on “place reserve” to request it
Contact us
Liz Hickey FCA receiving the Presidential
Chain from outgoing President Richard
Austin FCA
If you have trouble accessing the catalogue, would like us to do subject search
for you, or you have any other library-related questions, you can email us at
[email protected] or call us on 04 474 7882.
Follow us on Twitter @nzicalibrary
30
NORTHERNConnection
NORTHERN CONNECTION RATE CARD
Advertising details
Publication
12,500 copies printed, 12–24 full colour A4 gloss pages
Three issues per year
Offset printed: full colour (CMYK)
NB: Special inks will be charged extra.
Advertising specifications
File format: All files must be PDF created at 300dpi in CMYK.
Other file formats will be by arrangement only.
Full page 179mm wide
x 247.5mm high
Double-page spread
358mm wide x 247.5mm high
File delivery: Files can be supplied on disk, CD or emailed to
[email protected].
All advertising enquiries and material to:
Rosie Payne, Sales Executive Tel: 09 917 5931
Email: [email protected], web: nzica.com
2013 Rates
Please note that in order to secure a three-insertion rate,
a single booking for the three insertions must be made in
advance, and for consecutive issues of the newsletter.
Half page horizontal
179mm wide x 123mm high
display rates (gst exclusive)
Rates are non-commission bearing
1-2 insertions
3 insertions
(per insertion)
(per insertion)
Full page
$2,500
$2,050
Double-page spread
$4,700
$4,040
Half page
$1,600
$1,370
Inside cover
$2,675
$2,300
Outside back cover
$3,400
$2,300
Half page vertical
Classified advertising
classified rates (GST exclusive)
1-2 insertions
3 insertions
(per insertion)
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Quarter page
$550
$440
Eighth page
$390
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Quarter page bottom corner
Quarter page outside edge
Quarter page bottom
February 2013
31
NORTHERN CONNECTION
EVENTS CALENDAR
To learn more about upcoming events in your area and how to register, please go to nzica.com/events.
Date
NAME
Date
NAME
6 March
CFO/Financial Controllers SIG
18 April
Investment SIG
7 March
Business Development SIG
18 April
Book Series - Clients 4 Life
7 March
Book Series - Master of Your Career
18 April
Lean Accreditation Programme
11 March
Tax SIG
23 April
Treasury and Financial Markets SIG
12 March
Audit SIG
23 April
Social media for accountants
12 March
Information Technology SIG
24 April
Auckland Milestone Members Luncheon
13 March
Payroll Calculations +
29 April
Public Practice SIG
14 March
Focus on Management SIG
1 May
14 March
Accountants One-Day Business update
1 May
New Members Ceremony
15 March
Dealing with difficult people: communication
strategies for CAs
2 May
6 May
Tax SIG
8 May
INSOL NZ
8 May
Book Series - Master of Time
9 May
19 March
Trust SIG
20 March
Company Accountants SIG
20 March
Beyond financial control
21 March
Women Accountants SIG
21 March
Business Essentials Update
25 March
Public Practice SIG
26 March
26 March
Not-for-Profit SIG
3 April
4 April
4 April
CEO & CFO Breakfast Panel
4 April
NZICA 2013 Women in Business Forum
5 April
Financial Update
8 April
Tax SIG
9 April
Principles of valuing businesses and shares
10 April
INSOL NZ
11 April
11 April
Forensic Accounting SIG
11 April
Time Mastery for CAs
16 April
Principles of valuing businesses and shares
17 April
17 April
Lean Accreditation Programme
9 May
Post Financial Stability Report Breakfast
13 May
Change and transition
13 May
Forensic Two-Day Conference
14 May
Information Technology SIG
14 May
Forensic Two-Day Conference
15 May
21 May
Trust SIG
22 May
Financial evaluation techniques
23 May
Women Accountants SIG
27 May
Public Practice SIG
28 May
28 May
Not-for-Profit SIG
29 May
Forecasting and budgeting
6 June
Building a business case
12 June
People management made easy
17 June
Fast tracking your career
19 June
Even more effective and efficient auditing
24 June
Fast tracking your career
CATEGORIES
Business finance
TAXATION
GENERAL TECHNICAL
SKILLS
CONFERENCES
LEADERSHIP AND
BUSINESS STRATEGY
FINANCIAL ACCOUNTING
AND REPORTING
INSOLVENCYUP
AUDITING AND
ASSURANCE
ETHICS, VALUES
& ATTITUDES
SOCIAL EVENTS
FUNCTIONS
GENERAL BUSINESS &
PROFESSIONAL KNOWLEDGE
SPECIAL INTEREST
groups
PERSONAL &
INTERPERSONAL SKILLS
32
NORTHERNConnection
AUCKLAND
Close to the heart of Auckland’s CBD, and a stones throw from
Auckland Domain, NZICA’s stunning new Auckland Conference Centre
features three large conference rooms, video conferencing facilities and
a fully flexible boardroom.
NATURAL LIGHT
20% OFF
Book your event on a
Monday or Friday in 2013
and get 20% off room hire
and audio visual charges.
Not to be used in conjunction with
any other offer. Quote “northern
connection” when booking.
STATE-OF-THE-ART AV IN ALL ROOMS
EXEMPLARY SERVICE
DELICIOUS CATERING
Accommodating up to 300 guests, it’s the
ideal location for your next corporate event,
small meeting, all-day workshop, seminar,
or after-work networking function. We offer
favourable rates for NZICA members.
Call Nishant Jadav, Conference Centre Manager, on 09 917 5915 to arrange a visit
WE LOOK FORWARD TO HOSTING YOUR NEXT EVENT
Ground Floor, 12–16 Nicholls Lane, Parnell. [email protected]

connection

Transcription

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