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?

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COMPANY DETAILS

PAYMENT DETAILS

Business Name:

 A cheque for $…………… is included, made payable to Smithink Pty Ltd

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* Please read our refund policy on our website before booking. www.smithink.com

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 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