Brochure

t h e i n d e p e n d e n t t e c h n o lo g y e v e n t f o c u ss e d o n a c c o u n ta n t s i n p r a c t i c e
Speed Dating For Technology!
12-13 October 2015: Hilton, Sydney
Platinum Sponsor
Government Partner
17 CPE HRS AVAILABLE!
Listen to and engage with all
the major suppliers in one place.
2 days - over 50 companies.
Highly effective use of your time.
Comparing offerings
has never been easier.
$745
for 2 days
Incredible value
BOOK NOW!
Successful and proven format of seminars, forums,
practical demonstrations and interviews.
ONLY ATSA brings together ALL the suppliers
to showcase ALL the technologies.
It’s not the technology but what it can do for your firm and your clients that is key.
Technology is the great enabler - enabling new efficiencies, new service opportunities, new
ways to engage with your clients. Come to ATSA and discover how to transform your firm.
Key Session Content:
›
Hear the Head of Google Small Business in Australia
- John Ball
›
Assess the CEOs as they’re grilled by leading
journalists in an open forum panel discussion
›
Hear the latest on how the ATO plans will impact
your firm
›
Learn how firms ARE eliminating paper
›
Innovation in audit technologies
›
Flurry of innovations from the leading suppliers
›
Latest in business advisory technologies
›
Retirement planning, SMSF and investment
tracking technologies
›
Compare leading IT support organisations
›
Multi media and mobile
& much much more...
Network with peers and practitioners
to learn what’s working for them.
Most informative accounting event that I have ever
attended. Would thoroughly recommend it.
Jason Miche. Greenview Accounting.
I judge ATSA as worthwhile attending year after year.
Gareth Eyndhoven. SDE Accounting
Very interesting, fast paced and informative conference.
George Carydias. Aubrey Paton
David and Mark have yet again shown they are the industry
benchmark in the organisation and running of professional,
informative and relevant conferences for accountants.
Tracey Amott. Greenview Accounting
DON’T FORGET ABOUT OUR INTERACTIVE
EVENT APP GAME! Go online for more info!
A great conference to catch all the IT providers at once,
compare different attitudes and products.
Bronwyn Walker, Pro Advice.
Paints a terrific picture of the technology available for
accountants - regardless of their size (large or small).
Tony Caccaviello, Capitis.
Enjoyed the last two days. Very fast paced but the
constant room changes keep you alert! The game is
a great idea. The gala dinner was a good night.
Stacy McGrath. RW Ramsey.
Exhibitors GAME!
New & improved game in 2015!
DAY 1 Program. Monday 12 October 2015
07:30
Registration
08:00 - 08:30
Video preshow ~ snapshots of event exhibitors
08:30 - 08:45
Welcome & setting the scene
08:45 - 09:30
Opening Keynote ~ How to succeed as a small business on the web. John Ball, Head of Google Small Business
09:30- 10:00
Plenary session ~ Cloud disruption. Are you ready? Tim Reed, MYOB Australia Pty Ltd
10:00 - 10:30
Morning Tea
SESSION TIME
SESSION CONTENT
10:30 - 11:00
STREAM 1
STREAM 2
STREAM 3
How Simple Fund 360 improves SMSF
Compliance
Ron Lesh, BGL Corporate Solutions
The Power of One
Joss Milner & Alan Miltz, Cash Flow Story
The most affordable cloud accounting
solution in Australia
Shaun Locke, Reckon
5 minutes
11:05 - 11:35
Break for people to change rooms
Why your Practice needs Cloud Document
Management!
John Woodbridge and Jacquie Strudwick,
Nimbus Technology Pty Ltd
5 minutes
11:40 - 12:10
How Class Super takes the pain out of
SMSF administration
David Goldsmith CA, Class
Growing your Firm with Predictive
Intelligence
Daniel Wyner, Wolters Kluwer, CCH
Lighten up! A down to earth look at cloud
applications
Cate Kemp, Shoeboxed Australia
Luncheon Period - No session
Data Visualisation at its best - a new era
for accountancy.
Brendan Smart, InfoTrack
Break for people to change rooms
Innovation in Practice Management
Matthew Prouse, Xero
5 minutes
2:00 - 2:20
The New SMSF Practice – it’s all about
client engagement
Mark Ellem, Supercorp
Break for people to change rooms
The Power of Social Video for Brands
Nicolas Szmidt, Sydney Film Studios
15 minutes
1:25 - 1:55
Driving Proactive Business Advisory
Services - Turning budgets, forecasts and
business models into profitable business
advisory work.
Michael Ford, Castaway
Break for people to change rooms
5 minutes
12:50 - 1:10
The new world order in advisory:
Convergence
Steven Eager, MYP
Break for people to change rooms
Online practice + tax
Rob Cameron, MYOB Australia Pty Ltd
5 minutes
12:15 - 12:45
Improve practice efficiency with
QuickBooks Online
Dale Pearson, Intuit Australia
Luncheon Period - No session
Your total SMSF Business Solution
Greg Schapkaitz, AMP SMSF
Break for people to change rooms
Outsourcing – Breaking Down the Barriers
Andrew Noble, AccSource
Accounting Software – Does One Size
Fit All?
Lawrence Hughes, Arrow Research
Drive compliance profitability through the
common ledger and connected apps
Gary Weisz, Sage Handisoft
Reportance – the easy way to produce
financial and statutory reports
Sean Devenish, Business Fitness
3:10 - 3:40
The Growth Equation
Pete Sanders, Wolters Kluwer, CCH
Developing your IT Strategy – A Roadmap
to Success
Iain Enticott, Technology for Accountants
Financial intelligence and reporting for the
modern advisor
Geoff Cook, Fathom
3:40 - 4:05
Afternoon Tea
4:05 - 4:35
Protecting Your Clients: How Today’s
Technology Can Save Your Client’s From
Tomorrow’s HR Disasters
David Bates, Workforce Guardian
Using Cloud Accounting to make massive
profits
Rob Nixon, PANALITIX
Email Sucks: Fixing Email for the Modern
Practice
James Lewis, Kearney Group
Do you trust your numbers? Gaining
real-time transparency into business
performance
Stephen Canning, JCurve
Going Naked with NO Timesheets
Timothy Munro, ChangeGPS and Change
Accountants and Advisors
5:15 - 5:45
Digital Marketing for the Modern
Accounting Practice
Scott McNaught, Synergy 8
Robo-advice and Superannuation – Friend
or Foe
Andrew Ward, SelfWealth
5:45 - 7:15
Cocktails with the exhibitors
7:15 - 10:15
Showcase Dinner (optional)
15 minutes
2:35 - 3:05
Break for people to change rooms
5 minutes
Surviving Paperwork: How to Rescue Your
Firm from a Productivity Plague
Adam Nowiski, Nitro, Inc.
Break for people to change rooms
5 minutes
4:40 - 5:10
Advising on retirement incomes needs
sophisticated tools – are you allowing for
the key risks in your projections?
Melanie Dunn, Accurium
Break for people to change rooms
5 minutes
Offshoring: Live workflow or you’re
wasting your time!!
Mike McHenry - Director, Superannuation
Advisors Australia and MyOutsource
Break for people to change rooms
Innovation in Auditing for the Masses –
Technology and Analytics
Greg Narain, Auditflow
12 - 13 October 2015: Hilton Sydney
#ATSA15
The conference program outlined in this brochure is preliminary and is subject to change. Smithink reserves the right to alter this program as planning progresses.
Information will be updated regularly on the ATSA website: www.smithink.com/atsa-2015.html
9 CPE HOURS
DAY 2 Program. Tuesday 13 October 2015
08:00 - 08:30
Video preshow ~ snapshots of event exhibitors
08:30 - 09:50
CEO Panel Discussion - Open Forum ~ (MYOB; BGL Corporate Solutions; Cash Flow Story; Wolters Kluwer, CCH; Class; Intuit
Australia; Nimbus Technology Pty Ltd; Reckon Australia & New Zealand; Xero; Sage)
09:50 - 10:20
Interview with Australian Taxation Office Second Commissioner ~ Geoff Leeper
10:20 - 10:50
Morning Tea
SESSION TIME
SESSION CONTENT
10:50 - 11:20
STREAM 1
STREAM 2
STREAM 3
Client Accounting
Rob Cameron, MYOB Australia Pty Ltd
How automated checklists now run my
Practice
Jacquie Strudwick, Nimbus Technology Pty
Ltd; Electra Frost, Electra Frost Accounting
Why Class Super is Australia’s leading
SMSF administration software
David Goldsmith CA, Class
1-Click Portfolio Performance & Tax
Reporting
Doug Morris, Sharesight
Bridging the gap between Business and
Tax Advice
Jane Heidrich and Sam Dean,Tax Strategist
5 minutes
11:25 - 11:55
Break for people to change rooms
5 minutes
12:00 - 12:20
Break for people to change rooms
Digital Disruption 5 Practical Examples
Ron Drost, Digital Disruption Solutions
Luncheon Period - No session
15 minutes
12:35 - 1:05
Technology Survey Results
David Smith, Smithink
Break for people to change rooms
Real-time Data Integration for A More
Profitable Practice
Dave Francis,Reckon Accountant Group
Luncheon Period - No session
5 minutes
1:10 - 1:30
A Connected Digital Practice
Daniel Wyner, Wolters Kluwer, CCH
Build value with virtual Chief Financial
Officer services
Peter Towers, ESS BIZTOOLS
Break for people to change rooms
Automation - SMSF Strategies,
Companies, Document Management and
Statements of Advice
Grant Abbott, NowInfinity and SMSF
Strategies
How to use Facebook to gain new clients
Wayne Schmidt, Addon Success
Automating your corporate compliance
with CAS 360
Ron Lesh & Warren Renden, BGL Corporate
Solutions
Propel: a look at ‘Convergence’ in practice
Steven Eager, MYP
2:20 - 2:50
Profitability through automation
Sophie Hossack, Receipt Bank
CCH iFirm Tax
Daniel Wyner, Wolters Kluwer, CCH
True document and email management
– get it online, get it on desktop, get it on
mobile – you choose
Brad Geelan, Business Fitness
2:50 - 3:20
Afternoon Tea
3:20 - 3:50
Protecting Your Clients: How Today’s
Technology Can Save Your Client’s From
Tomorrow’s HR Disasters
David Bates, Workforce Guardian
A Single Platform Delivering Deep App
Integrations, Choice and True Efficiency
Trent Mclaren and Rajashree Pimpalkhare,
Intuit Australia
“Freedom Planning” – The BEST thing we
have EVER done for our clients (AND our
FIRM!)
Timothy Munro, ChangeGPS and Change
Accountants and Advisors
Practitioner Open Forum
David Smith & Mark Holton, Smithink
The Number One Online Accounting app
Lukas Taylor and Elzerie Van Wyk, Sage One
15 minutes
1:45 - 2:15
Break for people to change rooms
5 minutes
Disruption? More like Opportunity
James Solomons, Xero
Break for people to change rooms
5 minutes
3:55 - 4:25
Future Proofing Your firm with Technology
Rob Nixon, PANALITIX
Break for people to change rooms
5 minutes
Practical tips and tools to help you deliver
game-changing trusted advisor services
Geoff Cook, Fathom
Break for people to change rooms
4:30 - 5:00
Q&A, Exhibitor prizes and close. David Smith
5:00pm
Close
Showcase Dinner (Monday 12 October)
Guest Speaker: Mary ‘Effie’ Coustas
Mary Coustas is a Logie Award-winning actor, comedian and writer, better
known as her alter ego Effie - the trash-with-flash Madonna of the western
suburbs. With a wonderful combination of naivety and clarity, fuzzy logic and
shrewd intelligence, Effie is a suburban superstar.
#ATSA15
12 - 13 October 2015: Hilton Sydney
The conference program outlined in this brochure is preliminary and is subject to change. Smithink reserves the right to alter this program as planning progresses.
Information will be updated regularly on the ATSA website: www.smithink.com/atsa-2015.html
8 CPE HOURS
ATSA 2015 WEBCASTING
Can’t make it to Sydney for ATSA? You can now register for the webcasts watch live or on demand for 12 months after the event.
Webcasts are not webinars. Interact with the live presentations
or view the recordings at your leisure.
Purchase the whole two days or choose individual sessions.
Pricing:
2 days
$975 GST inc
1 day
$550 GST
Monday or Tuesday
CEO open forum
$100 inc GST
Tuesday 13 October, 8.30am
All other sessions
$75 each inc GST
any of the other sessions
Registration is online only on the following
link: http://smithink.webcastcloud.tv/
If you attend ATSA in person you will receive free access
to the webcasts a few days after the event
Smithink Directors
DAVID SMITH. Smithink
MARK HOLTON. Smithink
CONTACT DAVID
[email protected]
Phone +61 (0)414 251 410
Need help in?
u
Creating a culture of accountability that drives
performance in your firm
v
Reviewing the pros and cons of different team structures
and implementing team structure change
w
Reviewing and optimising your processes and
technology usage
x
Dealing with partnership change and partner
succession plans
y
Reviewing and integrating mergers or acquisitions
z
Creating and implementing an effective marketing plan
{
Improving your client engagement methodology to
increase client satisfaction and develop more work
|
Conducting an effective partner retreat/strategy day
or team day
}
Ensuring that your plans are effectively implemented
and managed
~
Addressing change coming from the ATO, technology
change and business generally
CONTACT MARK
[email protected]
Phone +61 (0)414 411 122
Need help in?
u
Delivering more business advisory services
v
Implementing the EnablerTM 7 Steps to Success System
w
Engaging the right clients on day one
x
Creating a customised business advisory client proposal
y
Developing a business advisory implementation plan
z
Creating the accountability measures around the plan
{
Running the ideal first client consultation
|
Explaining outcomes in terms the client can understand
}
Selling and marketing your advisory services
~
Delivering high-end lucrative add on services
12 - 13 October 2015: Hilton Sydney
#ATSA15
Play the
ATSA Game
to win
a major
cash prize
Bring your mobile device to ATSA 2015
and use the ATSA app.
The ATSA app will be available one week before the event
to enable you to download papers and tailor your ATSA program.
Download papers, tailor your ATSA
program, ask questions of speakers
and provide feedback.
Tweet (#ATSA15), post on Facebook
all from the App. Follow others
$745 for 2 days INCREDIBLE VALUE
^50 exhibitors already confirmed including many new companies!
^Featuring John Ball, Head of Google’s Small Medium Business in Australia
^Signature Technology CEOs Panel discussion questioned by leading journalists
^Geoff Leeper, Second Commissioner ATO
^Mary “Effie” Coustas guest dinner speaker
Standard
Delegate
Event Fee
ATSA Fees:
Standard delegate event fee
$745.00
Smithink Members
$596.00
CA ANZ member pricing *Please provide your membership number when registering.
$596.00
ATSA 2014 attendees
$630.00
Standard delegate DAY PASS fee
MONDAY
TUESDAY
*CA ANZ
Membership
Number
Number
of People
Subtotal $
$400.00
Optional per head dinner cost
$135.00
Totals $
To register for webcasting online
registrations only: http://smithink.webcastcloud.tv/
All prices are GST inclusive, and the total cost of the conference is tax deductible.
Payment must be received prior to the conference.
Do you give
permission for your
details to be shared
with ATSA sponsors?
I’d like to book ________ place(s) at the ATSA 2015:
NAME
EMAIL ADDRESS
1. Key Contact:
1.
YES /
NO
2.
2.
YES /
NO
3.
3.
YES /
NO
4.
4.
YES /
NO
5.
5.
YES /
NO
6.
6.
YES /
NO
COMPANY DETAILS
PAYMENT DETAILS
Business Name:
 A cheque for $…………… is included, made payable to Smithink Pty Ltd
Address:
 Please charge my credit card $……………
 mastercard
State:
Postcode:
Expiry Date:
Phone:
Fax:
Name on Card:
Register online at www.smithink.com
or post to “Smithink”
* Please read our refund policy on our website
before booking. www.smithink.com
 Visa
 American Express
/
CVC/CVN Number:
Signature:
 Electronic Funds Transfer (EFT) for the amount of $……………
All EFT payments to be made to Smithink:
Bank: NAB
BSB: 082-302
Account Number: 866538880
Please use your name as a reference; and include a copy of your remittance advice
with your registration form or email details to [email protected]
Venue & Accommodation.
Hilton Sydney, 488 George Street, Sydney NSW 2000
We have negotiated rates with the Hilton Sydney, starting from $263 per night.
Please book your accommodation ASAP and prior to 8th October as the group rate
may not be available after this date. To book go to our website and click on the
Venue & Accommodation tab to get the direct booking link.
ATSA 2015 Sponsors.
Platinum partner
Smithink and Chartered Accountants Australia and New Zealand
are proud to have these companies and products at ATSA 2015.
government partner
Gold sponsors
CFS
Cash Flow Story
SILVER Sponsors
com.au
foraccountants.
resourcesforaccountants
Sharesight
Bronze Sponsors
SMARTER
BUSINESS
SOFTWARE
Smithink Pty Ltd
ABN 60 107 447 334
PO Box 729, Milsons Point NSW 1565, Australia
Phone +61 2 8206 9165 | FREECALL 1300 665 646 | [email protected]
www.smithink.com/events/atsa_2015