wa small business · the small business professionals symposium will provide the opportunity for...

WA Small Business Professionals SymposiumFriday 19 June 2015

WA Small Business Professionals Symposium

Friday 19 June 2015 Fraser Suites Perth, 10 Adelaide Terrace, East Perth

CPE 11 hours

Sponsored by:

SPONSORS

Minor Sponsor

Exhibitors

The Small Business Professionals Symposium will provide the opportunity for Accountants and their Small Business clients to attend a full day conference addressing issues relevant to Western Australian Small Business. This full day session will include key note sessions on the Small Business and WA Economy landscape as well as networking functions and practical, relevant topics of both a technical and non-technical nature for Accountants and their small business clients.

Register before 29 May to Save!

publicaccountants.org.au/wasymposium2015


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VENUEFraser Suites, 10 Adelaide Terrace East Perth

Fraser Suites offer luxury residences and attention to detail which distinguishes Frasers Hospitality from the rest. Strategically located within the central business district of Perth, Fraser Suites serviced residences tower above the tranquil Swan River offering excellent proximity to the financial district

PARKING AND TRANSPORTFraser Suites are located at the East Perth end of Adelaide Terrace. This is easily accessed by several bus services which travel along the Perth Terraces.

Street parking is available in the area and larger car parking areas are available at the WACA and Hyatt hotel.

ABOUT THE EVENT

ACCOMMODATIONA special rate has been arranged at Fraser Suites for attendees wishing to stay at the venue. This provides guests a Studio Deluxe room plus WIFI for $200 per night. To take advantage of this offer please quote the promotion code INPUB either online here or via phone to the reservations team on (08) 9261 0022. Please note this rate is subject to room availability.

DRESS CODESmart Business Casual

SYMPOSIUM SPECIALSRegister early! Register before 29 May for Early Bird Pricing and the first 50 people to register will receive a $100 credit to future CPE events

Invite your clients! Small Business clients who’s accountant is an IPA member can attend at member rates!

Register a Group! Book 3 or more attendees at a time and receive a 10% discount.


7.15am – 7.30am Registration

7.30am Welcome and Breakfast Master of Ceremonies - Petris Lapis FIPAWelcome - Andrew Conway FIPA

8.00am – 8.55am Where to from here for the global, national and WA economies? Alan Langford, Bankwest

9.05am – 10.00am Emergence of the trusted Productivity Advisor Andrew Conway FIPA, Institute of Public Accountants

10.05am – 11.00am Organising planning days to engage and motivate your staff Kasia Orlowska-Meinen, Life Design

11.00am – 11.20am Morning Tea

11.20am – 12.15pm Strategies and tips for successful cash flow budgetingSilvia Caratti, KPMG

12.20pm – 1.15pm Legal Health check for Small Business Tom Meagher, Murfett Legal

1.15pm – 2.15pm Lunch

2.15pm – 3.10pm Fraud in SMEs: What to look for Belinda Lee & Emilie Pierson, Association of Certified Fraud Examiners

3.10pm – 3.20pm Interlude

3.20pm – 4.15pm Commercial property outside the CBD – essential information for SMEs and their advisors Damian Collins MIPA, Momentum Wealth

4.20pm – 5.15pm Little known secret to easily being more productivePetris Lapis FIPA

5.15pm – 6.30pm Networking Function

PROGRAM


Where to from here for the global, national and WA economies? As commodity prices continue to fall faster and further than the Australian dollar, the WA economy faces significant challenges now that the construction phase of the resources boom is well past.

The housing cycle is taking up much of the slack, but it will run out of steam later this year, so what will replace it? It won’t be another boom in construction of new iron ore mines, that’s for sure. And if the oil price stays low, it won’t be a new wave of mega LNG projects, either.

But if the Australian dollar falls further, tourism, education and the rural sector will all do much better than they did when the currency was worth more than one US dollar in the early part of the decade.

That won’t be enough to fill all of the void left by the end of the mining boom, but hopefully growth in the WA economy will be more durable than it was when one or two big industries ruled the roost.

Organising planning days to engage and motivate your staffThis one-hour presentation will demonstrate the importance of conducting Planning Days at SME organizations for the ongoing engagement of their staff and key stakeholders as well as ensuring individuals’ goals are aligned with the organisational objectives. The session presents the components of a dynamic planning day and the benefits of allocating time to hold planning sessions resulting in tangible outcomes and goals set for a team to execute in the year to come.

Strategies and tips for successful cashflow budgetingMany a profitable business has failed because of poor cash flow budgeting. This session will provide an overview of the benefits of cashflow budgeting including how this differs from traditional profit and loss budgeting. We will look at some tips on how to best develop a cashflow budget and how to use them as a tool assist in managing your business. This session will be practical in focus and is aimed both at small businesses and advisors looking to assist their clients in cashflow budgeting.

Fraud in SMEs: What to look out for• Fraud – What is it and why does it happen?

• Common fraud schemes affecting SME’s

• Red flags

• What to do if you suspect fraud

• What to do if you find fraud

• Fraud resources


Legal Health Check for Small BusinessBroadly covering Assets you own, Assets you control, Private relationships and Business relationships. We often see individuals and business suffer, or not grow to their full potential, because the legal health of the individual or business is inadequate.

The legal health check is simply just like a medical health check for people. Just like your personal health, the early diagnosis of any legal issues you or your business may experience is important. However, preventing those adverse issues from arising, or properly identifying/implementing the corset ones in the first place will always lead to a better outcome.

The Little Known Secret To Easily Being More Productive• Modern office productivity is on the decline. Discover

the two greatest threats to productivity and how to overcome them.

• Experience for yourself the reasons why you will never want to multi-task again.

• Discover what you can do to block out workplace distractions.

• The key to staying focused when you really need to.

Commercial property outside the CBD – essential information for SMEs and their advisorsCommercial property can deliver great financial benefits for small business owners and investors alike.

When it comes to acquiring commercial property, though, the challenge for SMEs and investors is that most information and advice is focused on large, premium properties in Perth CBD (such as those owned by large institutions and superannuation funds). This data does not offer SMEs and investors a realistic picture of their segment of the market and so many property buyers enter the transaction with incomplete or incorrect information. This knowledge gap can be very costly as buyers can typically find themselves disappointed with their return on investment or worse, in financial ruin.


Silvia CarattiSenior Manager, KPMGSilvia is a Senior Manager at KPMG in the

Private Enterprise area with over 20 years’ experience, specialising in SME’s and family groups. She spends much of her time working with closely SME’s mentoring business owners and their accounting team in their business operations as well as providing business and tax advice. In addition, she is also a university lecturer and unit co-ordinator in the Management accounting area.

Damian Collins MIPAManaging Director, Momentum WealthDamian Collins is a highly successful property

investor and entrepreneur. Throughout his investment career both in Perth and interstate, Damian recognised the need of time-poor investors for a trusted source of advice that could guide their property investment decisions. Damian launched Momentum Wealth to fulfil this role and assist investors in achieving their long-term property wealth goals.

Damian owns a multi-million dollar property portfolio and as the founder and managing director of Momentum Wealth, he applies his many years of experience to help investors accelerate their wealth creation through property investment. His own carefully developed system for selecting the best performing property investments is used to find clients the finest investment properties.

Andrew Conway FIPAChief Executive Officer, Institute of Public Accountants

Professor Andrew Conway FIPA has been the Chief Executive Officer of the Institute of Public Accountants (IPA) since May 2009, which at the time made him the youngest CEO of a public entity at the age of 28. He is recognised for the transformation of the organisation from its former name, National Institute of Accountants into a leading and legally recognised professional accounting body in Australia.

Following the amalgamation of the Institute of Financial Accountants in the UK in December 2014, the IPA now has some 35,000 members and students in more than 51 countries.

His leadership of the IPA led to the organisation being recognised as the most innovative accounting body in Australia in 2012 by BRW.

Prior to commencement with the IPA, Andrew was an Australian Government Treasury Ministry Chief of Staff. In 2001, he was awarded the Centenary of Federation Medal through the Order of Australia.

In 2011, Andrew was awarded Australian Young Professional of the Year, appointed an adjunct Professor of Accounting at the Shanghai University of Finance and Economics. The same year he was appointed by the Governor of Victoria as a Director of Eastern Health.

Andrew was awarded the Australian Financial Review, Boss Magazine Young Executive of the Year in 2104.

Andrew has represented Australia at a range of International events including APEC, G20 and World Trade Organisation. His extensive qualifications come with an academic background and in commerce, education and commercial law.

A long standing advocate for Small Business, Andrew has been championing the cause of small business policy and is regarded as one of the key activists of the future of SME policy in Australia. He has chaired a dedicated research team and co-authored the white paper receiving hundreds of inputs directly from small business right across Australia.

PRESENTER PROFILES


PRESENTER PROFILES

Alan LangfordChief Economist, BankwestAlan joined Bankwest from what is now the

Chamber of Commerce and Industry of Western Australia (CCIWA) in March 1989 as an economic research officer and was appointed economist in September 1990 - just in time to grapple with the recession Paul Keating said we had to have. The chief function of the role is to advise Bankwest and its clients on the implications of economic and financial market trends.

Alan’s duties include the editing of the Bankwest Monthly Economic and Financial Market Snapshot, ad hoc economic updates as and when key events occur and presentations at industry seminars.

He has a degree in financial management and economics from Curtin University and has a graduate diploma in applied corporate finance and investment from Finsia, where he is also a senior fellow. Alan is also a professional member of the WA branch of the Economic Society of Australia, a state councillor of the WA branch of the Committee for the Economic Development of Australia (CEDA), a member of the housing industry forecasting group (HIFG) and a member of the advisory board of the School of Economics and Finance at Curtin University.

Petris Lapis B Com LLB LLM FIPADirector, Senior Trainer, Presenter and Facilitator

Petris holds Commerce and Law Degrees from the University of Queensland and a Master of Laws from the Queensland University of Technology. Petris was an accredited senior trainer with The Potential Project and is also trained as a Master Results Coach, Master Performance Consultant and a Master of Ericsonian Hypnosis.

She has worked in the taxation division of one of the world’s largest accounting firms, in banking, been a University law lecturer, an external author for CCH Australia, the director and senior trainer of a tax training organisation (Tax Matters Pty Ltd) and the director and

senior trainer of Petris Lapis Pty Ltd (providing non-technical skills to business). She has consulted to the corporate, government and non-profit sectors. She has nearly 25 years of experience as a conference and seminar presenter. Her passion, enthusiasm and humour are loved by audiences across Australia.

She has been a Committee member of a number of professional bodies and contributed to their education programs as a presenter, author and advisor. She has published a number of books and hundreds of papers.

Belinda LeeBelinda is a Sarbanes Oxley (SOX) Analyst in the Internal Control and Compliance team at Chevron Australia. Prior to joining Chevron in 2013, Belinda worked for 9 years in public practice and 4 years in financial accounting. Belinda’s public practice experience consists of 3 years as a Senior Consultant at Pricewaterhouse Coopers in Business Controls Assurance, 2 years as a Manager at RSM Bird Cameron in Risk Management Services and 4 years as an Accountant at RSM Bird Cameron (Kalgoorlie) in Tax and Business Services. Prior to joining public practice Belinda worked for 4 years as an Assistant Financial Controller for a small publicly listed technology company in Perth.

Belinda has degrees in Commerce (Accounting) and Science (Computer Science) from Murdoch University, a Masters of Forensic Accounting from Wollongong University and has completed both the Chartered Accountants and Certified Practicing Accountant exams in Australia. Currently Belinda is a member of the Institute of Chartered Accountants Australia and an associate member of the Association of Certified Fraud Examiners.

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PRESENTER PROFILES

Tom Meagher, DirectorCommercial Law, Murfett LegalTom has over 25 years’ business experience;

including working for major national and local law firms, owning and managing an IT business, and being a director and in-house counsel for a public company.

Tom has excellent communication, technology and personal skills with a proven ability to develop business relationships and maintain clients.

Tom’s clients include a broad range of local, national and international businesses and organisations (including not-for-profit entities), accounting firms, financiers, financial advisers, franchisors, lessors and high net-wealth families.

Kasia Orlowska-MeinenLife DesignKasia is a leadership trainer and executive

coaching, a graduate of Coaches Training Institute in London, an accredited coach of 360 Leadership Profiles and holds Certificate IV in Training and Assessment and a Bachelor of Education (TESOL).

As a coach and a trainer Kasia has engaged with Corporate and Public Sector clients across Australia to design and deliver programs on developing leadership skills, building high performing teams, performance management process, effective communication and cross-cultural awareness and delivered strategic planning and engagement planning sessions for her corporate clients.

Kasia has closely worked with accounting and finance professionals in helping them develop their leadership and communication skills in coaching and training contexts.

Emilie PiersonEmilie Pierson is the Manager of the Accounting & Finance team at Mitsui Iron Ore Corporation

Pty Ltd. Emilie joined Mitsui in 2011 after 11 years working in the US, UK, France and Australia in Internal Audit and External Audit positions, in banking and insurance.

A French national originally, Emilie holds a Bachelor of Science Degree from Northeastern University in Boston Massachussets and an MBA from University of Technology, Sydney. She is a Certified Fraud Examiner, as well as a Chartered Accountant.

Fascinated by the psychology of fraud, Emilie has developed a personal interest in the topic, in particular in financial services fraud and in internal controls.

An Australian National for 6 years, Emilie, with her young family, is now calling WA home. In her spare time, Emilie gives back to the local community by volunteering in a range of non-for-profit organisations. She is also an avid reader and a great cook.

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WA PROFESSIONALS SYMPOSIUM 2015REGISTRATION FORM

FOR MAR-040 V8_MAY15

CONTACT DETAILS

Mr Mrs Miss Ms Other, please state IPA member ID Post nom

First name Surname

Company or employer’s name and business address

Suburb State Post Code

Telephone (work) Mobile

Email

Special Dietary Requirements

Please return this form to the IPA Western Australian Division officeFax: 08 9474 2911 Email: [email protected] Post: Locked Bag 9, South Perth WA 6951For further information visit publicaccountants.org.au/wasymposium2015

PAYMENT DETAILS

Cheque for $ attached

I authorise credit card payment of $ from AMEX Visa Master Card

Card number Expiry date

Cardholder name

Signature

CONGRESS REGISTRATION

MEMBER NON MEMBER

Early Bird Registration (Before 29 May 2015) $425 $575

Standard Registration (After 29 May 2015) $525 $675

Symposium Total $ $

I am a client of an IPA Member

IPA Member Number IPA Member Name

Additional Guest Name

Special Dietary Requirements

CancellationsBefore 14 April 2015, refund incur a cancellation fee of 50%. After 15 April 2015, no refund (application for refund will only be considered under exceptional circumstances).

The first 50 people to register will receive a $100 credit to future CPE events

Bookings of 3 or more are subject to a 10% discount.

wa small business · the small business professionals symposium will provide the opportunity for...

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