Accountech.Live Official Event Preview

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DON’T JUST SURVIVE, TRANSFORM & THRIVE

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100’s of solutions

60+ cpd hours

Live tech demos

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The must-attend event for accountants and bookkeepers Accountech.Live is the exciting new event that connects accountants and professional bookkeepers with the latest trends, insights, and solutions. Showcasing what’s happening right now, and what’s next across the technology landscape – Accountech.Live simplifies your options and puts you in a better position to advise your clients, grow your business and make more money. There’s nothing to lose and everything to gain.

Secure your FREE* TICKET now *Accountech.Live is free to attend for accountants and bookkeepers who register before Nov 12 - $60 thereafter.


How can you improve your business and best advise your clients when you don’t have a clear view of the marketplace? Educating yourself on the latest apps, platforms and technological advancements is a full-time role. Accountech.Live streamlines your efforts by providing you with a with a choice of over 100 educational sessions and a live marketplace of 100+ innovations including:

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adieu INTELLIGENT DIVORCE

Nifty Grants Powered by PwC

media partners

Secure your FREE* TICKET now *Accountech.Live is free to attend for accountants and bookkeepers who register before Nov 12 - $60 thereafter.


What’s new? Discover new product launches and updates including: New Wealth Reporting Integration Spotlight Reporting’s new wealth data software solution myprosperity is our newest integration. This integration represents a ‘first’ for the fintech sector, as it will allow accountants and advisors to report on and advise on both business data and personal or family wealth in the powerful Spotlight Reporting tool-set.

ePayroll Partner Program

Nimbus Scan

Adieu for Advisers

ePayroll will be launching our brand new Partner Program to allow firms to meet client payroll & compliance needs in preparation of the STP tsunami coming in July 2019. This will give firms the unique ability to offer a complete, modern online payroll service and platform under their own brand!

Nimbus Scan turns your office scanner into an intelligent document filing system. This easy-to-use application links your scanner to Nimbus, allowing you to file documents directly to your client and business folders. An essential tool for every accounting business!

Adieu for Advisers enables accountants and financial advisers to guide their clients through a collaborative, legally-finalised divorce process in weeks. Your clients use the world’s first consensus accelerator alongside your financial expertise to create legally-sound, court-ordered financial agreements.

Launched exclusively at Accountech.Live

Launched exclusively at Accountech.Live

ATL OFFER: Sign up at Accountech.Live and receive maximum discount @20%.

ATL OFFER: Free Nimbus Scan for every Nimbus Professional sign-up.

ATL OFFER: Sign up at Accountech.Live and be offered a limited number of trials at half price.

12-month Unsecured Business Loan

PayVu

Sage Accountant Cloud

Castaway Forecasting Release 2018

Get access to an unsecured working capital loan for 12-months up to $400,000* in as little as 24-72 hours. Online applications and processing combined with the ability to talk to an experienced banking team – a team that works hard to understand your client’s needs.

Add new, higher profit payment services to your bookkeeping business or accounting practice without needing extra staff or time. PayVu enables you to make recommendations to clients to pay supplier invoices, wages, taxes and superannuation for approval via their mobile phone in just minutes.

Sage Accountant Cloud is an exciting new solution shaping the future of practice management in Australia. It is the single platform that provides you with everything you need to deliver an efficient, holistic and amazing experience to your clients. Built on the worldleading Salesforce Platform, it provides unparalleled connections into an ecosystem that provides the platform for connected business.

Since our original release in 2010, we’ve grown our reputation globally as the leading business modelling software solution for SMEs. Castaway is the preferred business advisory tool for practicing accountants. The latest version of Castaway is the most powerful, beautiful and functional to date.

Co-Sourcing Solutions

Savvy Reports

Best Practice Business Advisory App

We’re a one stop shop for all your clients financial requirements. Our co-sourcing company can handle all payroll, bookkeeping, accounts receivable and accounts payable work needed. We also offer mortgage broking; insurance planning; wills and estate plannning; and can act as their residential property finder.

Savvy Reports is cross-platform reporting and forecasting for small and medium businesses. Helping advisors and business owners to make better business decisions by consolidating their data in one cloud platform. Generate easy-to-read visual reports based on real time data, forecast by date, monitor trends and integrate across platforms.

The Best Practice Business Advisory App for Accountants built on world leading technology according to Gartner, Microsoft Power BI is head and shoulders above all others. Learn about the National Certification in Business Advisory that comes with the App.

*Terms & conditions apply

Practice Ignition Win more business with professional marketing brochures and/or a combined welcome pack for your new clients.

ATL OFFER: Free custom brochure if you sign up to a professional plan.

Launched exclusively at Accountech.Live

Launched exclusively at Accountech.Live ATL OFFER: 14% discount for show attendees, expiring 7 December 2018.

Launched exclusively at Accountech.Live ATL OFFER: Discounted attendance in Live Discovery Workshops Australia Wide & 3 months discounted attendance in the National Business Advisory Certification Process including 90 day parachute clause.

Secure your FREE* TICKET now *Accountech.Live is free to attend for accountants and bookkeepers who register before Nov 12 - $60 thereafter.


130+ Sessions. 8 Learning Tracks. 60+ CPD Hours. The Accountech.Live program is curated to help you achieve your business goals, improve productivity and enhance your skills – no matter what stage you’re at in the cloud journey!

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Sessions take place in theatres located on the expo floor, making it easy and convenient to connect directly with the solution experts who will assist you in putting your newly gained insights into action! Select from these 8 tracks:

Best Practice Get more out of your staff with better organisation, smarter workflows and stronger support

Apps Live Accountants that understand apps can better understand their clients. Get up to speed here

Automating Tax Add more hours back to your day by moving to the latest systems for finding answers and dealing with clients

Marketing Live All the latest strategies, tips and tactics for finding the best customers for your firm

Automating Bookkeeping Learn how to streamline the first line of service, move to weekly reconciliation and improve your customer experience

Round Tables Making it easy and convenient to connect directly with the solution expects who will assist you

Advisory & Analytics Want to give your clients the fastest path to growth? It's all about dashboards, data and delivery

Tech Talks See the solutions in action during these quick-fire 15 minute demos

Secure your FREE* TICKET now *Accountech.Live is free to attend for accountants and bookkeepers who register before Nov 12 - $60 thereafter.


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Jam-packed with bold ideas, this is a program designed to excite, confront and spark new ideas. Experts along with your industry peers deliver the insights you need to make confident business decisions.

Berys Amor Director of Technology, Corrs Chambers Westgarth

Russell Nash Customer Engineer, Google

John Dardo Chief Digital Officer & Deputy Commissioner, Australian Taxation Office

Michael O’Keefe Director Of Business Applications, Microsoft Australia

Amanda Kenafake CEO, Power Tynan

Tom Mackellar Manager, Accounting & Advice Technology, Count Financial

Amanda Newton Head of Community, Xero

Ryan Davey Marketing & Tech Guru, Unicorn Business Solutions

Glen Jones Customer Success Lead, Tradify

Tim Hoopmann Founder, Spinn Business Solutions

Jason Atkin Co-Founder, Enhanced Society

Steph Hinds Head Ninja, Growthwise

Mark Holton Director, Smithink

Dan Beck Director, PT 2.0

Rhys Bennett Account Manager, Waypoint

Anita Da Encarnacao Cloud Consultant, BookStar

Beau Gaudron Tech Ninja, Growthwise Pty Ltd

Katie Bryan Founder, Propeller Advisory

Elzerie Van Wyk Product Manager, APAC, Sage, Sage Australia

Damien Greathead Vice President Global Accountants’ Programs, Receipt Bank

Barry Males Regional Product Manager - Apac, Wolters Kluwer

Don Grgic Founder/Ceo, Business Boost Centre

Heather Smith Hype Girl For The Online Accounting Eco-system, Anise Consulting

Jason Robinson Director, Rbk Advisory

Tim Richardson Director, Growthpath

Inbal Steinberg Technology Consultant, Convertworx

Matt Paff Founder, Value Adders

Lisa Andrews Founder and CEO, Ignite Alliance

Secure your FREE* TICKET now *Accountech.Live is free to attend for accountants and bookkeepers who register before Nov 12 - $60 thereafter.


TUESDAY 13TH NOVEMBER | AGENDA AT A GLANCE TIME

PINK ROOM

GREEN ROOM

9:30 to 10:00

Extensible accounting systems – when add-ons don’t add up

YELLOW ROOM

ORANGE ROOM

Big changes to how you process ATO correspondence – are you ready? The next killer feature in accounting? Holistic expense management

10:05 to 10:35

BLUE ROOM

A crash course in innovation strategy from a Big Four bank

De-mystifying "Advisory Services" Taking Debtors days to 0 with Practice Ignition

10:35 to 10:50 10:40 to 11:10

It’s not Alzheimers! Why we are struggling with passwords

How to monetise informal loans with a cloud-based register

How to turn ATO updates into consulting dollars, on autopilot Streamline compliance jobs to drive profitability

11:05 to 11:20 Why software design is connected to culture – and your ability to hire

11:15 to 11:45

Why I retrained my accountants as Google Data Engineers ATO SmartDocs a new way to process ATO Correspondence

11:35 to 11:50

11:50 to 12:20

TECH TALKS

Losing control of stock? Know when your client’s inventory management needs an upgrade

Pain-free payments – the next wave in client services

Finding a better way – how to take your firm to the cloud Accelerate and simplify the way you do business with DocuSign

12:05 to 12:20 What we can learn from the Poms – how accountants are winning with digital tax

The top-tier law firm that disrupted the disrupters

12:25 to 12:55

12:35 to 12:50

Deciphering clients pain points and implementing solutions around solving these

1:05 to 1:20

Streamline your client’s R&D Tax Incentive claims with PwC’s Nifty Grants

1:30 to 2:00

Don’t settle for second best when it comes to apps (especially expenses)

Measuring your ROI on people and culture is impossible, right? Not any more

Is “the world’s first law firm without lawyers” a model for accountants? Cross-platform reporting and forecasting for small and medium businesses

1:35 to 1:50 Data scientist or data engineer? Understanding the best options for accountants

Why SMSF accountants can no longer rely on annual processing

2:05 to 2:35

2:05 to 2:20

The one place for everything: Unlock the QuickBooks Ecosystem

2:35 to 2:50

Partner with your clients and make money off STP

2:40 to 3:10

Testing the outer limits of accounting software – how big can you go?

Why you really need to start using a CRM Uber for accountants? It's already here real estate agents

3:15 to 3:45

Utilising cloud technology to grow your business in 2019 and beyond The essential toolkit for delivering CFO services Microsoft Office 365 is more than Word, Excel and Outlook.

3:20 to 3:35

3:50 to 4:20

Reclaim a quarter of your year – the automation opportunities right under your nose

How to build an advisory service model for a sustainable and scalable firm

Adding an app to your practice or client's operations? Here's how NOT to do it.

The productivity advantage of the Common Document

3:50 to 4:05 4:20 to 4:35 How much of the marketing tech stack should accountants know? A primer

4:25 to 4:55

How a regional firm uses data engineering in advisory

ROUND TABLES sponsored by

TIME

TABLE 1

TABLE 2

TABLE 3

TABLE 4

TABLE 5

TABLE 6

10:45 to 11:30

Facebook - merging the lines with business and friendships

Optimal daily schedule for bookkeeping firms

Product development for bookkeepers

Bookkeeping stack: Essential productivity apps

Business experiments for entrepreneurial firms

Beyond referrals: Ideas for online leads

12:00 to 12:45

Skills for successful cloud consultants

Communication tools for digital nomads

Effectively recommending apps to clients

Reactive to proactive: Taking control of your firm

Paperless office – quicker, cheaper and cleaner!

Improving your marketing tactics

2:15 to 3:00

Facebook - merging the lines with business and friendships

Optimal daily schedule for bookkeeping firms

Product development for bookkeepers

Bookkeeping stack: Essential productivity apps

Business experiments for entrepreneurial firms

Beyond referrals: Ideas for online leads

3:15 to 3:45

Skills for successful cloud consultants

Communication tools for digital nomads

Effectively recommending apps to clients

Reactive to proactive: Taking control of your firm

Paperless office – quicker, cheaper and cleaner!

Improving your marketing tactics

Secure your FREE* TICKET now *Accountech.Live is free to attend for accountants and bookkeepers who register before Nov 12 - $60 thereafter.


WEDNESDAY 14TH NOVEMBER | AGENDA AT A GLANCE TIME

PINK ROOM

GREEN ROOM

9:30 to 10:00

Benchmark advisory for tradies – fast ways to improve profit

YELLOW ROOM

ORANGE ROOM

The truth about automating bookkeeping – with no exceptions Killer tips on how to kill email with chat

10:05 to 10:35

BLUE ROOM

TECH TALKS

Don’t call me a Bookkeeper! The future of BI reporting and democratising analytics

ATO SmartDocs a new way to process ATO Correspondence

10:35 to 10:50 10:40 to 11:10

How proper inventory management can help your clients master multiple sales channels

The secret to scaling a subscription business

How to use AI to slash your SMSF service costs

11:05 to 11:20

What’s new in Xero Busting the hype: What's really possible with Machine Learning in the next 5 years

11:15 to 11:45

Tools and techniques for your advisor journey Can you afford to lose a $100K next week?

11:35 to 11:50 11:50 to 12:20

How to automate firms by using apps as full-time equivalents

From chaos to clockwork: Getting the most from payroll automation

How blockchain can turn company equity into a currency 3 Ways You Can Use Credi Partner To Reduce Risk In Your Practice

12:05 to 12:20 How to use BI to replace printed reports in mid and large firms

12:25 to 12:55

How to build a model for datadriven advice in your firm

12:35 to 12:50

How to adopt periodic processing in your practice

1:05 to 1:20

Partner with your clients and make money off STP

1:30 to 2:00

Social media for Principals: Best social media apps for speed, efficiency and delegation

Facing technical overload with SMSFs? Automate, accelerate and profit

Tips for managing your work time with an Apple Watch

Managing uncertainty through talent on demand

1:35 to 1:50 Smithink tech survey 2018 – how does your firm compare?

2:05 to 2:35

Tech expert for clients – when do you bring it in-house?

2:05 to 2:20

Accelerate and simplify the way you do business with DocuSign

2:35 to 2:50

The productivity advantage of the Common Document

2:40 to 3:10

Big clients slowing down their software? Workarounds for QBO and Xero

How to keep your best SME clients by avoiding ERPs Perfect match: Is new advice software doing enough to get a rose?

3:15 to 3:45

Reimagining the compliance workflow through automation How to make the jump from Excel to databases in advisory

3:20 to 3:35 3:50 to 4:20

How to evaluate tech effectively for your firm (and clients)

How will the ATO operate in 2020? A new world for tax professionals Manage your clients’ depreciation schedules with ease using MyBMT

3:50 to 4:05 4:20 to 4:35 The right medicine: How Surface tablets changed a firm’s operations and culture

How to use Microsoft Power BI with Xero to run your practice KPIs

4:25 to 4:55

ROUND TABLES sponsored by

TIME

TABLE 1

TABLE 2

TABLE 3

TABLE 4

TABLE 5

TABLE 6

10:45 to 11:30

Facebook - merging the lines with business and friendships

Optimal daily schedule for bookkeeping firms

Product development for bookkeepers

Bookkeeping stack: Essential productivity apps

Business experiments for entrepreneurial firms

Beyond referrals: Ideas for online leads

12:00 to 12:45

Skills for successful cloud consultants

Communication tools for digital nomads

Effectively recommending apps to clients

Reactive to proactive: Taking control of your firm

Paperless office – quicker, cheaper and cleaner!

Improving your marketing tactics

2:15 to 3:00

Facebook - merging the lines with business and friendships

Optimal daily schedule for bookkeeping firms

Product development for bookkeepers

Bookkeeping stack: Essential productivity apps

Business experiments for entrepreneurial firms

Beyond referrals: Ideas for online leads

3:15 to 3:45

Skills for successful cloud consultants

Communication tools for digital nomads

Effectively recommending apps to clients

Reactive to proactive: Taking control of your firm

Paperless office – quicker, cheaper and cleaner!

Improving your marketing tactics

Secure your FREE* TICKET now *Accountech.Live is free to attend for accountants and bookkeepers who register before Nov 12 - $60 thereafter.


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