Auckland Northland Connection DEC 2013

2013 PRESIDENTIAL GALA DINNER

AUCKLAND & NORTHLANDCONNECTIONDecember 2013

IN THIS ISSUENEWS3 2013 A year to reflect on

4 Members give New Institute proposal the green light

4 Introducing Natalie

5 The 59th annual golf tournament

6 Auckland Local Leadership Team 2014

7 2013 NZICA National Conference

7 2013 Post-PCE drinks

8 Youth engagement update

9 Executive Insight 2013

10 Auckland Fellowships

NZICANORTHLAND11 Northland Leadership Team Chair’s report

11 Milestone memberships

12 Northland Local Leadership Team 2014

13 2013 Northland Member Fellowships

NZICAAUCKLAND13 Tax report: We came, we saw

14 New Zealand sustainability leader wins top award

15 Special interest groups

18 NZICA Library – top books from 2013

21 New members and milestone memberships

21 Young Accountants November networking

23 Auckland event calendar

New Fellows honouredNZICA President Liz Hickey FCA and new Fellows Michele Embling FCA and Rob McDonald FCA were honoured at the NZICA Auckland Presidential Gala Dinner on 24 September.

Held in the iconic Grand Tearoom of the Heritage Hotel, over 110

family, friends and colleagues were in attendance to celebrate

Liz’s tenure as the 100th NZICA President and recognise

Michele and Rob’s outstanding contribution to the profession.

Continued over page

AUCKLAND&NORTHLANDCONNECTION2

Entertainment for the evening was

provided by accomplished jazz duo Clo

Chaperon and Kevin Field, along with

Master of Ceremonies, TV3 news anchor

Mike McRoberts.

The prestigious Fellowship awards are

conferred on members who have proven

enduring and outstanding service to

the profession across a range of criteria

and, above all, their nomination must be

supported by their peers.

Bruce Hassall FCA, CEO of PwC spoke of

Michele’s career as one of Australasia’s

leading experts on technical financial

reporting issues. She heads PwC New

Zealand’s assurance practice and is

known internationally as a specialist in

IFRS. She is Chair of the New Zealand

Accounting Standards Board, leading the

development of new reporting standards

for the public and non-profit sectors.

Outside of her accounting career, Michele

is committed to developing leadership

opportunities for New Zealand’s women,

where she chairs the Global Women’s

Women in Leadership programme.

The second Fellowship of the evening

was presented to Rob McDonald, with

his long-time mentor, Roger France FCA,

highlighting many aspects of his career

and achievements at Air New Zealand,

where he is Chief Financial Officer. He

has been an active member of NZICA

since 1984 and most recently serving on

the NZICA Council from 2010 to 2013.

A key member of the executive leadership

of Air New Zealand, Rob has been a

major contributor to the financial

success of the airline.

Outside of Air New Zealand, Rob

McDonald is a regular contributor on

professional panels and has spoken at the

Trans-Tasman Business Circle, as well as

working with the University of Auckland

in a judging and mentoring capacity.

Proudly sponsored by our Privilege Partner

NZICA AUCKLAND NEWS

2013 PRESIDENTIAL GALA DINNER CONTINUED...

Jazz duo singer Clo Chaperon

MC Mike McRoberts

The iconic Heritage Hotel Grand Tearoom

Michele Embling FCA and guests Rob McDonald FCA and guests

December 2013 3

As the 2013 calendar year comes to an end, your Auckland Leadership

Team (ALT) and its sub-groups, the Auckland Public Practice and Auckland Corporate Sector sub-groups are taking time to reflect on a great year, featuring a number of very successful events and seeing record numbers of our members engaging with NZICA through many different events including conferences, PD programmes, Special Interest groups, New Members’ ceremonies, Milestone Members’ events and many student events including Executive Insight and Auckland Ignition for tertiary students.

Planning for next year’s events is

well under way with a key upcoming

event being the Accountants’ One Day

Business Update on 12 March 2014 at

Sky City. In past years this event has

been an outstanding success and has

become a feature event on our calendar.

The event provides a lineup of quality

speakers, a great venue and a full day of

quality PD. My special congratulations

and thanks to our Corporate Sector sub-

group members who contribute many

volunteer hours to make this event

such a success. For members who did

not manage to attend this year, register

early and avoid missing out on the 2014

event as this event always sells out.

Our Special Interest Groups (SIGs)

continue to build on a very successful

formula for engaging with our members

and this year we saw some SIGs with

record numbers of registrations from

members. Some of our SIGs are now

broadcasting their sessions live via

webinar links and it provides members

with an opportunity to attend the

2013 A YEAR TO REFLECT UPON

sessions without having to travel

through Auckland traffic. The dedicated

Chairs of our SIGs continue their

outstanding work to provide quality

speakers on topical issues. SIGs provide

you a great forum to catch up on

your CPD hours and provide valuable

networking opportunities with other

like-minded members. Now is the time

to renew those SIG memberships for

next year and enjoy the wonderful

benefits that these groups provide. If

you are new and haven’t previously

attended a SIG meeting, I urge you to

contact our Auckland Regional Manager,

Anne Stevenson (anne.stevenson@

nzica.com) and she will help select the

right one for you.

We have lots planned to happen next

year. Please take the opportunity and

come along to one of the many events

and PD programmes that we host for

you. It is exciting and encouraging to see

record numbers of members come along

to our events.

This year will be remembered for the

vote for the One New Institute. The “yes”

vote for NZICA and ICAA to merge into

the One New Institute signals a lot of

work ahead in the next 12 to 18 months

to ensure a smooth implementation

process and delivery of outcomes by the

new organisation.

As 2013 draws to a close, I would like

to take the opportunity to make special

mention and say a huge thank you to

Jeff Barkwill, Chair of our Auckland

Corporate Sector sub-group as he is

stepping down after many years of

significant contribution to NZICA and to

our Auckland members. Jeff is a special

person whose contribution to NZICA is

vast. Thank you, Jeff, for all your years of

dedicated service. The other person that

I would like to recognize and say thank

you to is Dr Rowena Sinclair of AUT and

a member of our ALT. Rowena is also

stepping down at the end of the year.

She has made a special contribution to

our ALT and will be missed.

2014 will see a new ALT take office,

together with a new Chair. Our

succession planning has worked well,

as all returning members are capable

of becoming the new Chair and I wish

them every success in selecting a new

Chair and for the contribution the ALT

will make.

After nearly 11 years’ involvement with

the Auckland Branch and the Auckland

Office, I will be stepping down from

my role as Chair of the ALT. It has been

an incredible and wonderful journey. I

have thoroughly enjoyed every moment

of being involved with NZICA and our

members and it has helped me grow

immensely. I have made so many

wonderful friends and many who have

provided great support and advice

throughout the years. I would like to

acknowledge each one of you and say a

very special thank you.

As Chair of the ALT, it has been a real

pleasure to have hosted and attended

many events for our members. The

special moments of listening to our

members at Milestone Members’

Ceremonies, sharing stories of their

careers, the hardship they endured in

the early years and how they have seen

the profession change during their time

as members and at our New Members’

Ceremonies, seeing the pride, joy and

happiness of families and our members

on becoming a member of NZICA have

been truly memorable moments.

There is one particular moment that

really stands out for me and something

that I will remember for a very long

time. At our new members’ ceremony

on 6 September 2011, we had over 450

guests and new members attending.

New member, Inna Rudyy-Collie, who

was to attend this ceremony tragically

died in an unfortunate accident a few

weeks earlier. We invited her husband


AUCKLAND & NORTHLAND CONTACTS

Auckland OfficeTel: 09 917 5915 Fax: 09 522 0820

Email: [email protected]

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NZICA Northland PO Box 109 Whangarei 0115

Stephen Collie to come to this ceremony

and we presented him with her

Chartered Accountants certificate in a

special frame. It was such a profound

and touching moment and he received

a standing ovation from everyone

in the room. It was a moment to be

remembered. For me it really did put

everything into perspective about being

a member. I feel really proud, honoured

and privileged to have served our

members as your Chair.

Finally, I would like to acknowledge and

thank the many Auckland members who

volunteer so much of their time and

make a significant contribution to help

NZICA and our members.

My very best wishes for a safe, happy

and enjoyable Christmas and New Year

holiday period to you all.

Michael Prasad Chair – Auckland Leadership Team

INTRODUCING NATALIENATALIE FAIDLEY joined NZICA Auckland as a Learning and

Development Coordinator on 2 October 2013. Natalie comes

to us from Grant Thornton where she was part of the Human

Resources team. Her role included recruitment, training, payroll

and human resources. Prior to this she worked at Gaze Burt, a law

firm in Auckland city, as a Personal Assistant to the HR Manager

and the Employment Law Partner.

Natalie’s role in the NZICA team is to develop, plan and organise Auckland

professional development courses. She also coordinates two Auckland Special

Interest Groups – Business Development Specialists and Tax. Natalie sees this role

as a great opportunity to review the current professional development that is taking

place for Auckland members and expand the range of professional development so

that the courses can relate to all members.

In her spare time Natalie enjoys playing netball, reading, movies and spending time

with her family and friends.

MEMBERS GIVE NEW INSTITUTE PROPOSAL THE GREEN LIGHTOn 1 November 2013, NZICA and the Institute of

Chartered Accountants Australia (ICAA) announced

that members had voted in favour of amalgamating

and creating a new trans-Tasman body.

The following results have been scrutineered and are confirmed:

ICAA – 37,423 (61.5%) members voted. 77.95% voted for the proposal

NZICA – 16,876 (58.7%) members voted. 69.61% voted for the proposal

Members can expect regular updates over the coming months to outline progress

on the transition plan and milestones. Transition to the New Institute has begun

already, but before the New Institute can be completed the necessary changes to

the NZICA Act and Royal Charter in Australia must be secured. These are expected

to happen by April 2014.

The New Institute’s vision is to become ‘the trusted leaders in business and

finance’ and it will provide the scale that members need on the world stage. The

New Institute proposal promises to deliver approximately $18m in annual net

cost savings, the benefits of which would be passed on to members in a range of

measures, including greater investment in education, services, policy, advocacy,

thought leadership and fee reductions for most members.

December 2013 5

The 2013 NZICA Auckland Golf Tournament was held at The Grange Golf Club on 21

November. This year’s event attracted the largest turnout in recent years with 102

players competing for over $5000 worth of prizes. Taking out the team of four major

Rosebowl competition this year was Mark Bezuidenhout, John Alexander, Michael Chen

and Grant Raynor.

THE 59TH ANNUAL GOLF TOURNAMENT

The other winners of the day were:

SOCIAL TEAM:Tony WilliamsStuart CairnsRoss GoldsackLeighton Fisher

SENIOR GRADE:1st: Steve Nelson2nd: Dean Robertson3rd: James Pivac Will MacFarlane

INTERMEDIATE GRADE:1st: Terry Von Pein2nd: Peter Callagher3rd: Kevin Bowick

SOCIAL GRADE: 1st: Artie McLelland2nd: Alan Withrington3rd: Len Mitchell

LONGEST DRIVE:Senior: Nigel SmithIntermediate: Nick PuttSocial: Ross Goldsack

NEAREST THE PIN:Senior: Will McFarlaneIntermediate: Terry Von PeinSocial: Rob Edmondson

LONGEST PUTT:Senior: Andrew FordIntermediate: Allan BootSocial: Gary Dickins

Peter Mensah from Fidelity Life (2nd from Left), with the winning Rosebowl team.

Senior Grade Winner Steve Nelson (left) and Intermediate Grade Winner Terry Von Pein (right) with Victoria Toon from Corporate Restructuring

Thanks to our major sponsor Fidelity

Life, and supporting sponsors

Jerry Clayton BMW, Corporate

Restructuring, MYOB and McDonald

Vague for their contribution.


ANDRÉE ATKINSON CA

Andrée is a qualified Chartered

Accountant with 13 years experience in

Business Advisory and Corporate Training.

She holds a certificate of Public Practice.

In addition she was an auditor for seven

years. Andrée graduated from Massey

University with a BBS and Post Graduate

Diploma in Accountancy.

In addition to working in public practice, she is heavily involved

with NZICA through facilitating and marking both Foundations

and the PAS/PCE programme.

Andrée is keen to grow her involvement and be a part of

NZICA’s future development. She 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 a range of industries, with specialised experience in real

estate, manufacturing and pharmaceutical industries.

MATTHEW FINDSEN CA

Matthew is responsible for the financial

performance of the New Zealand subsidiary

and leadership of the Finance department

at Brightstar NZ Limited. As an actively

engaged member of NZICA and CA, he has

been part of the Auckland Local Leadership

Team in 2012 and 2013. He is a registered

Mentor and takes part in initiatives like the

Executive Insight and Career speed dating networking events.

Prior to his current role, he held senior positions with the NZ Strong

Group Ltd and Staples Rodway Waikato – Chartered Accountants.

He has worked for Brightstar since its inception in New Zealand

and is regularly involved in new business initiatives at Brightstar;

Matthew is actively involved in the evolution of the company.

AUCKLAND LOCAL LEADERSHIP TEAM 2014PAUL MCELWEE CA

Paul has been a CA for just over 21 years

and has worked across a number of

sectors, industries and disciplines from

the public to private sector, 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 current member of the Auckland Local Leadership Team

he is proud of his contribution but more importantly believes

he has more to contribute to the Auckland region in this

leadership role.

He is passionate about the profession, particularly corporate

sector involvement in NZICA and improving the perception of

accounting in the community. Paul and his wife Marie-Louise

have four children (3 sons and one daughter) ranging in age

from 8 to 16 years.

JOHN LARNER CA

John Larner has been with PwC’s

restructuring team since 2000 and

has worked on numerous advisory

assignments including independent

business appraisals and investigations,

performance monitoring, corporate

restructuring and business sales,

performance improvement, receiverships

and liquidations.

CHIN MA ACA

Chin Ma is a New Zealand trained and

educated financial accountant and native

of Kaohsiung, Taiwan’s second largest city.

Chin migrated to New Zealand in

November 1992, after falling in love with

its beautiful surroundings on a holiday. In

1996 Chin was accepted into the Bachelor

of Commerce (Accounting and Finance)

course at the University of Auckland. Prior to her formal

employment, Chin volunteered at the Citizens Advice Bureau

as an interpreter and mediator for Mandarin speaking citizens.

After 11 years of service in the funds management industry

Chin decided to branch out with a role at ASB Bank. She was

one of the two senior financial accountants in the statutory

reporting and controls team. In November 2012, after

careful consideration Chin decided to become a contracting

professional. Her first contracting role was as a tax accountant

December 2013 7

Peter Coker OBE – captivates the audience with the Martin Jetpack story

for Tower Limited. In this role Chin

successfully facilitated the transfer of

tax operations to Fisher Funds after the

sale of Tower’s investments business.

Chin sees a great opportunity in the LLT

position as it will enable her to actively

engage with people who have had

similar experiences, especially for those

for whom English is a second language.

SWATHY GUDIPOODI CA

Swathy Gudipoodi

is a chartered

accountant

with 18 years

experience in the

areas of business

advisory, financial

accounting and

tax. She has

worked in a wide range of sectors and

industries including small to medium

businesses, large corporates, listed and

regulated entities, public practice and

public sector.

Swathy is currently working at

Watercare Services Limited as the

Financial Accounting manager. In

this role her main responsibilities are

financial reporting, taxation, back

office treasury, accounts receivable and

accounts payable.

2013 POST-PCE DRINKS

The story behind the Martin Jetpack and

an expert panel of CFO’s from three of New

Zealand’s leading businesses operating

offshore attracted a sold-out audience

of over 200 people to the 2013 NZICA

National Conference on 26 November.

Peter Coker OBE, and CEO of Martin

Aircraft Company – the Christchurch

based inventors of the Jetpack –

captivated the audience with the

story of the kiwi ingenuity behind the

amazing technology and the plan for its

commercial launch.

This presentation was followed by a

panel discussion on the theme: New

Zealand Business Offshore: Insights

from Leaders with a Global Focus. Led

by NZICA Councillor Murray Taylor

FACA, the panel included three leading

CFO’s – Rob McDonald FCA (Air New

Zealand), David Sullivan CA (Fisher &

Paykel Appliances), and Merv Dallas

CA (Zespri International). All three

panellists gave tremendous insights

into their experience and key learnings

in operating New Zealand business in

international markets.

2013 NZICA NATIONAL CONFERENCE

Panellists David Sullivan (Fisher & Paykel Appliances), Rob McDonald (Air New Zealand), Merv Dallas (Zespri International), and facilitator Murray Taylor.

Over 110 members of the Auckland Young Accountants Group celebrated with those

who finished their PCE exam at The Foodstore in the Viaduct Harbour. Halloween was

the theme for the evening with the exam

this year falling on 31 October.


The newly formed academic

stakeholders’ group has had great

success since its inception. The group is

made up of representatives from local

universities and polytechnics, secondary

school teachers, CETA (commerce and

economic teachers association) and

NZICA staff.

The group has worked well in examining

how we can work together to offer

tomorrow’s members support and

guidance. We look forward to continuing

this worthwhile initiative and creating

a community of shared interest

across local education stakeholders

in 2014. If you are an academic CA or

schoolteacher who would like to be

involved in the stakeholders group,

please let me know.

As we come to the end of the academic

year, we have two events left from

the education portfolio. The first is

our Auckland Ignition event. NZICA

has hosted several successful Career

speed dating events over the last

few years and through these events,

gathered research from both students

and employers alike. One of the main

concerns was that many students

lacked fundamental knowledge of the

different organisations and roles within

the accounting profession. To meet this

challenge NZICA is pleased to announce

“Ignition” which aims to educate

students on what organisations they

could work for, the available roles and

the all-round skills needed when

job hunting.

The second is the annual Auckland

teachers update day, which provides

teachers an insight into developments

in business and accounting that they

can take back and apply directly in

their classroom. At the time of writing,

the event had a record 51 teachers

attending from across the region. This is

significantly more than in the past and

evidence of the success that NIZCA is

having in the secondary space.

As the academic year closes, the

remainder of my 2013 will be spent

building awareness of the rejuvenated

College of Accounting Technicians

(AT College). There are two new

pathways to the profession that give

prospective Accounting Technicians

(AT), from a broad range of industries

and backgrounds, the ability to expand

career opportunities and earn while

they learn. If you are interested in some

information or in a presentation to your

team about the benefits of being an AT

please let me know.

Finally I would like to congratulate all

the Auckland University students who

received NZICA prizes at the University

of Auckland’s Department of Accounting

and Finance scholarship and prize

awards evening, which was attended by

Peter Vial, NZICA General Manager-Tax

and myself..

NZICA proudly sponsored the prizes for

best scholar across a selection of core

accounting papers.

YOUTH ENGAGEMENT UPDATE

Congratulations to the following award

winners: Amanpreet Kaur Bhandal,

Felicia De Haan, Kristee Hardacre,

Ka Man Lau, James Lewis Pullin, Nicole

Vin Yearn Siew.

Congratulations must also go to the

University of Auckland Business School

for being recently ranked as the second

best business school in Oceania, second

only to the University of Melbourne.

The University of Auckland’s Accounting

and Finance department have also been

ranked in the top 20 globally.

Robert Cooper

Robert can be contacted on: 09 969 1890 or at [email protected].

Robert Cooper, NZICA (far left) with Auckland University top scholars and Peter Vial, NZICA (far right)

December 2013 9

EXECUTIVE INSIGHT 2013A special luncheon and awards ceremony was held in Auckland on 30 October 2013 to acknowledge the participants and host organisations involved in the 2013 Executive Insight programme.

Executive Insight winner Nicholas Chong-Adams with Michael Van Druten, CFO, Eurovintage

Executive Insight is a national programme for second and

third-year accounting students.

Each student on the programme is allocated to a host organisation

for a one-to-three day insight into how senior management works

and is then required to write a 1,500 word report summarising

their experience. Judges Skye Daniels, Dale Gray and Murray

Taylor representing the Auckland corporate sector then

assessed the reports and selected the best three submissions.

Congratulations to Nicholas Chong-Adams from the University of

Auckland, winner of Best Report for 2013. Nicholas was hosted

by Eurovintage and received the winner’s certificate, an $800

prize from NZICA and an Apple iPhone from Skinny Mobile.

The runner-up was Sam Wong, from the University of

Auckland, who was hosted by Iosis Family Solutions and

received a certificate and a $200 prize from NZICA.

The highly commended prize went to Bettina Salomon, from

the University of Auckland, who was hosted by YELLOW and

won a $100 Westfield voucher.

Continued over page

Runner up Sam Wong (right) with Iosis Family Solutions Finance & Property Manager Wayne Boyd (centre) and Zara Stewart

(L-R) Elissa Whittaker, Senior HR Advisor from Yellow with Bettina Saloman (Highly Commended) and Rauikau Rostami

Nicholas Chong-Adams, Executive Insight 2013 winner receives his award from Michael Prasad, Auckland LLT Chair


EXECUTIVE INSIGHT CLASS OF 2013Student University Host organisationBettina Salomon University of Auckland YellowRauikau Rostami University of Auckland YellowNathan Wallace University of Auckland Grant ThorntonAshley Elder University of Auckland XEROEmil Kiroff University of Auckland Coca Cola AmatilNicholas Chong-Adams University of Auckland EuroVintageSam Wong University of Auckland Iosis Family Solutions Zara Stewart Unitec Iosis Family Solutions Karmin Homavizir University of Auckland Restaurant BrandsHannah Wallace University of Auckland Inland RevenueLisa Huang University of Auckland Inland Revenue

Herman Pretorius (Restaurant Brands host) and Karmin Homavizir

Ashley Elder with Amanda Armstrong, Xero General Manager, New Zealand

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Graham Rose, Financial Accounting Manager Coca Cola Amatil (NZ) with Emil Kiroff

Nathan Wallace and Natalie Faidley, Grant Thornton HR

AUCKLAND FELLOWSHIPSCongratulations to the following Auckland members who

were awarded Fellowship status of the New Zealand Institute

of Chartered Accountants at the AGM on 26 November.

Matthew Bellingham FCA

Mark Conelly FCA

Kimberley Crook FCA

Andrew Dick FCA

Grant Ellis FCA

Earl Gasparich FCA

Brendon Gibson FCA

Dale Gray FCA

Peter Gulliver FCA

Jason Hollingworth FCA

Trevor Janes FCA

Roger Jarrold FCA

Ian Kuperus FCA

Nick Olson FCA

Graeme Pinfold FCA

David (Peter) Scott FCA

Susan Tremlett FCA

Jilnaught Wong FCA

Hannah Wallace, Zhimin Huang, and Sara Rashid, Inland Revenue Investigations Team

December 2013 11

Hi everyone. Hard to believe that the end of the year is upon us. Most practitioners I talk to have experienced a very busy and challenging year – it certainly is a time of change for the accounting profession. Let’s hope members can work together as a profession to navigate through these changes and make the most of the positive opportunities that will arise.

NZICA NORTHLAND NEWS

NORTHLAND LEADERSHIP TEAM CHAIR’S REPORT

Northland had a solid 60% turn out as

we voted on the future of our profession.

It will be interesting times over the next

eighteen months as the strategy for the

One New Institute becomes a reality.

The Local Membership Teams for 2014

have now been appointed. Northland

welcomes Arturo Robiso of Northpower

to the team. Arturo will be a great

representative for the corporate sector;

his strengths particularly in terms

of International Financial Reporting

Standards and working with Audit

Committees bring valuable diversity

to the group. I would like to take this

opportunity to thank the 2013 LLT

members along with Councillor Chris

Pool for all the time and energy they

have donated over the past 12 months.

The LLT have hosted some great local

training events over the past few

months. The Maori Land Trusts and

Incorporations course was very well

attended. It was excellent to have

Wayne Coutts from Thomson Wilson

Law as a presenter. Leon Wijohn,

Deloitte Private Partner and National

Maori Business Sector Leader along

with Mark Lash, Tax Partner, also of

Deloitte, provided a practical analysis of

governance structures associated with

treaty settlements.

The merry makeover and Christmas

mirth social event will have taken place

MILESTONE MEMBERSHIPS

by the time this edition of the Northern

Connection goes to print. For 2013 it

was our aim to try something different

and unique. I’m sure a good night would

have been had by all in attendance. It

was great to secure a guest appearance

from first class comedian Steve Wrigley,

well known for his appearances on the

TV Show “7 Days”. For those of you

disappointed that the golf event did not

take place this year – don’t despair – it

will be back.

The lawn bowls has been a popular

summer event which will be held

again in the New Year. Look out for

this evening which is a lot of fun and

presents a great opportunity to network

with fellow members.

As Chair of the LLT, in November I

attended a National Conference with

the other Chairpersons from around the

country as well as the Annual General

Meeting and Leadership Awards.

National events such as these provide an

excellent platform for the views of local

members to be aired and discussed.

I hope everyone has a wonderful break

over the Christmas period. I’m sure we

will all come back feeling refreshed and

ready to get back into it again in 2014.

Best Wishes

Adelle AllbonNorthland Leadership Team Chair

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 September

2013 and 31 October 2013:

25 YEARS:

Belinda Beehre CA

30 YEARS:

Alistair Drake CA

Michael Waymouth CA


ADELLE ALLBON CAPartner & 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 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).

JOHN DYKZEUL CAGeneral Manager, Thomson Wilson

John’s 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 returned to Northland in 1994 for

career and lifestyle choices.

STEVE GANLEY CADirector, Sumpter Baughen

Steve is a born and bred Northlander who

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 Inland Revenue for 15

years before moving to one of the ‘Big

Four’ accounting firms where he was involved with a large

client base covering an extensive range of tax issues.

NORTHLAND LOCAL LEADERSHIP TEAM 2014CHANTAL GILMORE CADirector, 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, 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.

MAHMOOD KHAN CAPartner, Director, BDO Bay of Islands

Auckland University graduate Mahmood’s

background includes two years in private

practice. In 1980 he joined a major

chartered accounting firm in Australia and

was admitted as partner based in Suva,

Fiji. He 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 CADirector, Gunson Mclean

Shiralee started her accountancy career

in 1980 working for the international firm

Coopers & Lybrand. In 1996, along with Craig

Gunson she established Gunson McLean

where she 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 CADirector, Russell Turner Chartered Accountants

Eddie 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.

December 2013 13

UPCOMING EVENTS

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].

ARTURO ROBISO CAGroup Financial Reporting and Compliance Manager, Northpower

Arturo has taken a role as Group Financial

Reporting and Compliance manager with

Northpower Limited.

His background includes time spent in

the Philippines and Singapore providing

assurance to multinational corporations.

When he made the move to New Zealand

he spent 6 years at Ernst and Young in the

Auckland office as their audit manager. His global experience

encompasses financial reporting, assurance and auditing,

project management and risk management.

Arturo is looking forward to furthering the needs of the

Northland Corporate sector members.

2013 NORTHLAND MEMBER FELLOWSHIPSCongratulations to the following Northland members who

were awarded Fellowship status of the New Zealand Institute

of Chartered Accountants at the AGM on 26 November:

NZICA AUCKLAND NEWS

TAX REPORT: WE CAME, WE SAW….In November and early December the

NZICA tax team went on road trips around

New Zealand delivering the Tax and

Inland Revenue Update (aka The Branch

Visits). In keeping with tradition the team

was joined by Inland Revenue staff who

kept members up to date on issues and

developments from IR’s perspective.

Tax is a moving feast and the team is

committed to helping members stay

one step ahead. Face-to-face delivery

of the constant changes is a key part of

their role and a great way for members

to get to know them.

Look out for the next time the NZICA tax

team are in your area and come and say

“G’day.”

WHAT WE’VE BEEN SAYING

The Branch Visits have not put a stop

to the tax team’s efforts in the tax

policy and advocacy area. Meetings and

discussions with senior Inland Revenue

staff and officials take place regularly.

Recent topics of discussion include:

> R&D tax loss proposals

> Residence

> Allowances

> Deductibility of a companion’s travel expenses

> Trading stock taken for own use

> GST issues.

Another tax bill was introduced into

Parliament in November 2013. Formal

submissions will be made early in the

new year.

WHAT YOU’VE BEEN SAYING – INLAND REVENUE SERVICE

The results of the 2013 NZICA-Tax

Management New Zealand Inland

Revenue Satisfaction Survey were

released in early November.

Highlights of the results are:

> Overall satisfaction levels have fallen – the downward trend is gradual but continuous.

> IR’s phone service has given rise to the most concern followed by processing.

> The key issues with audits are:

– Slow response times

– Inland Revenue not “considering fairly” the points raised

– Inland Revenue not providing an estimate of the time required for the audit or under delivering against an estimate.

This year members were asked about

their awareness of and the effects on

their business of changes in Inland

Revenue’s published view or position

eg accommodation allowances and

residence. Results indicated that:

> Over half of members were aware of the changes to Inland Revenue’s position.

> Many were aware of the changes because of NZICA activity (e.g. attended an NZICA seminar).

> Inland Revenue may need to consider doing more to raise awareness and consult more widely on changes to their position.

> Many members think position changes create uncertainty and complexity.

The full survey report will be available

on the NZICA web site.

Clare Davies-Colley FCA Mahmood Khan FCA Leah Watson FCA


NEW ZEALAND SUSTAINABILITY LEADER WINS TOP AWARD

Nick Main FCA receives his award from President Liz Hickey FCA and David Rayner, head of Crombie Lockwood’s key partnerships division

GLOBAL SUSTAINABILITY ADVOCATE NICK MAIN HAS WON THE TOP TITLE OF CROMBIE LOCKWOOD CA OF THE YEAR AT THE NZICA 2013 ANNUAL LEADERSHIP AWARDS HELD AT THE AUCKLAND WAR MEMORIAL MUSEUM ON 26 NOVEMBER.

Main is a former CEO and Chairman of

Deloitte New Zealand and most recently

was Global Managing Partner, Climate

Change and Sustainability Services for

Deloitte Touche Tomatsu in London.

He has been key in shifting corporate

thinking about climate change and

sustainability and has held a number

of high profile positions including chair

of the New Zealand Business Council for

Sustainable Development, and deputy

chair of the New Zealand Leadership

Institute.

The annual Leadership Awards is a

celebration and recognition of the

stars in the profession and other

winners included:

Westpac 2013 Outstanding New

Member Award:

Winner Benjamin Richmond is a sales/

product specialist for Xero and former

Young Entrepreneur of the Year. Most

recently Ben turned around Xero’s

farming solution project to deliver

outcomes ahead of plans.

MYOB 2013 Innovation Award:

Joint winners of this new category

were Fonterra Finance Delivery Centre’s

Director Patrice Wynen and GM

Reporting Services Kenneth Stephens.

They led an innovative initiative

delivering significant efficiencies in

monthly financial reporting.

EY 2013 Public Sector CFO of the

Year Award:

Winner Paul Helm, CFO, NZ Transport

Agency has taken the finance function

through significant change since 2009 and

has demonstrated inspiring leadership

and integrity during the transition.

American Express 2013 Outstanding

Service to the Profession:

David Barker FCA, was recognised for

his service to Chartered Accounting

which includes numerous roles that

have contributed to NZICA at branch and

national levels.

Young MD of the Year Award:

This award in association with the Young

Enterprise Trust recognised winner Sian

English from Columba College Dunedin

who was picked from more than 800

nominations for the leadership skills she

showed in running her team of eleven

and their business Otepoti Products.

EECA Business Annual Report Awards:

There were a number of awards in

this category, the Supreme Winner

is Watercare Services Ltd and best

Sustainability Report is New Zealand Post.

Nick Main FCA addresses the audience after receiving his award

December 2013 15

SPECIAL INTEREST GROUPSSpecial 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.

NZICA Auckland currently has 17 SIGs to choose from which from late December you can register online at www.nzica.com/events;

or download a subscription form from the NZICA SIG website. Car parking at the adjacent Wilson’s Gateway car park is included in

the subscriptions.

For more information on joining please visit the SIG web pages at www.nzica.com or email: [email protected]

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.

BUSINESS DEVELOPMENT SPECIALISTS

Diana Petrie CA, Chair

Tired of compliance? Join the Business

Development Specialists for a monthly

dose of inspiration.

Meetings are held on the first Thursday

of each month at 4pm. 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.

We will help you identify your specific

"thing" (as Murray Thom says) that you

can build into your existing compliance

practice. You just need to add in one

extra-special skill that you possess and

then build a client need around that.

You don't need the latest BDS guru or

expensive tools and systems to achieve

this for your clients. You just need a

focus that you can get excited about,

which then gives you the motivation to

plan and implement. The BDS SIG can

assist you on an ongoing basis to ensure

you maintain and build upon that one

"thing" to the extent that you want to.

Not really complicated if it's kept simple

and clear. Come along to one of our

meetings. We know you will be hooked.

Annual subscription $230 (incl GST).

Casual attendance welcome at $51

(incl GST) per meeting.

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

David Smith CA, Chair

This SIG meets monthly from February

to December and provides a useful

peer group and CPD for those working

in a company business environment.

Regular topics include taxation, legal

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 $276 (incl GST). Casual attendance (subject to capacity)

$57 (incl GST) 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 NZICA Auckland Conference Centre 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.

Annual subscription $299 (incl GST). Casual attendance welcome at $60 (incl GST) per meeting.


FORENSIC ACCOUNTING

Peter Preece CA, Chair

Six presentations are made each year on a variety of relevant topics followed by networking over food and refreshments.

Susan Bingham CA (Commerce Commission), Jared Booth CA (McDonald Vague), Cindy Chaimowitz CA (Serious Fraud Office), Deepika Lodhia CA (Auckland Council), Ann-Marie Le Clair-Johnstone (Serious Fraud Office), Mike Lowe CA (KPMG), Anthony McCullagh CA (PKF Corporation), Lesley Newland (Crowe Horwath), Tina Payne CA (Financial Forensics Limited) and Peter Preece CA (NZ Police) are the committee of this SIG, now in its fifth year. The committee welcomes communication regarding speakers, venues, topics, conference content and any other matters.

Presenters in 2013 included:

> Gillian Holland, Detective, Financial Crime Unit, Auckland Central Police

> Iain McLennon, Director, McDonald Vague

> Carolyn Culliney, Associate Meredith Connell

> Paul Murray, Associate Meredith Connell

> Blair Bulloch CA, KPMG Forensics, Senior Manager

> Wayne Ngamanu, Senior Investigator, Special Audit

> David Rowley, Specialist Investigations Team Leader, Special Audit

> John Hannan, Partner, DLA Phillips Fox

> Gary McLoughlin CA, Principal, WHK Auckland

> Jon Duffy, Head of Trust & Safety, TradeMe

> Ann Webster, Assistant Auditor-General

More information and a leaflet titled What is Forensic Accounting – how do I become a forensic accountant? can be obtained from [email protected].

Annual subscription $195 (incl GST). Casual attendance welcome at $60


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.

The IT Special Interest Group meets

bi-monthly on the second Tuesday of

the month at 4pm. The first session for

2014 is Tuesday 11 March.




INSOL NZ

Brendon Gibson FCA, 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.

Annual subscription $195 (incl GST)


(incl GST) per meeting

INVESTMENTKim Gabites CA and Mary Potter CA, Co-Chairs

The Investment SIG meets bi-monthly and receives expert updates on local and global markets for shares, property, interest/debt and foreign exchange.

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.

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.

Annual subscription $196 (incl GST). Casual attendance welcome at $52


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 four

breakfast meetings and one mid-year

December 2013 17

evening meeting annually and can

provide up to 8 CPD hours per annum.

Our membership includes accountants

who work in the not-for-profit sector in

paid roles or as volunteers, practitioners

who provide accounting and audit

services, and other members with an

interest in the sector. The group aims to

focus on issues specific to the not-for-

profit sector which are not covered by

other Special Interest Groups.

During 2013 our programme included:

> The first meeting of the year in March covered “Destination Unity” – a case study of how Diabetes New Zealand tackled the re-organisation, merger and unification of a disparate federation of local societies into a single entity.

> In May, we had an External Reporting Board update -Simple format reporting standards for Tier 3 & Tier 4 NFP entities – presented by Patricia McBride CA, Director-Accounting Standards with the External Reporting Board

> In July’s meeting, two topics were covered – firstly, “Taxation update in the Not-for-Profit sector” presented by Peter Scott CA of KPMG. The second presentation was by Judy Whiteman speaking on the subject of “How well is your board performing?”

> September’s meeting was addressed by Maria Clarke, Principal, Maria Clarke Lawyers. Her presentation was on the topic of “Major changes ahead for incorporated societies”

Membership also provides the

opportunity to network and share ideas

with others from the Not-for-Profit sector.

Membership is by annual subscription

but any member may attend a meeting of

interest on a casual basis.




PUBLIC PRACTICE

Victoria Toon CA, Chair

This group consists of NZICA members

holding Certificates of Public Practice.

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

Susan Tremlett FCA, Chair

The Tax SIG is a growing group of tax

practitioners and professionals with an

interest in tax. The group meets on the

second Monday of every month between

February and November from 4–5.30pm.

We offer webcast 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 topical tax issues including

peripheral tax-related areas, plus

refreshers on core tax topics. Presenters

are generally tax specialists.

Topics covered in 2013 included year-

end tax issues, foreign investment fund

regime overview, current tax policy

issues, current tax issues relating to

trusts and tax disputes. Presenters

have come from such organisations as

the NZICA Tax team, Inland Revenue,

ACC and Buddle Findlay. Each session

qualifies for 1.5 hours CPD.




TREASURY AND FINANCIAL MARKETS

Tony Horton CA, Chair

The Treasury and Financial Markets

SIG meets on the 4th Tuesday of every

month (excluding December), at the

NZICA Auckland Conference Centre

from 4.30–6.30pm. This group operates

nationally with all sessions available by

webcast. Remote members are able to

view both the PowerPoint slides and

the speaker. Another benefit is the

partnership with PwC and ASB, who

provide topical presentations, special guest

speakers and other intellectual input.

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 different and dynamic approach, hence

the technology and the partnership.

Topics for 2013 included:

> FX management for corporates

> Interest risk management for corporate borrowers

> Mergers, acquisitions and divestments

> Governance for SMEs

> Property and liability insurance update

> Benefits of considering an IPO

> Corporate debt survey




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 who have some

involvement with trusts it is essential

that they stay up to date. Given the

substantial amount of litigation

concerning trusts and the rapid

evolution of law in this area, lack of

knowledge or failing to keep current

could prove to be costly. If you offer

services as a professional trustee this is

the perfect forum for you.

The 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 the

high-profile presenters.

The Trust SIG meets six times annually,

from 8–10am on Tuesday mornings.

Topics covered in 2013 have included:

> Family Protection Act issues

> Trusts and capital gains

> Exercising a Trust Power

> Beneficiaries’ rights to trust information

> The New Standards Framework for Charities

> Illusory Trusts

> Constructive Trust on Express Trust

Annual subscription $230 (incl GST)


(incl GST) per meeting

WOMEN ACCOUNTANTS

Shashi Kumar CA, Chair

This group brings together women

across the diverse range of NZICA

members. Our members comprise

a mix of full-time and part-time

employees, employers, business

owners, independent consultants

and those choosing time out from

the business world. Our events form

part of our members’ continuing

professional development needs by

providing informative, interesting and

professional speakers to address various

topical issues. The group provides an

occasion every other month to meet

for high-quality presentations, in an

informal atmosphere, and to engage in

networking opportunities over drinks

and nibbles.

Our membership continues to increase,

which is a testimony to the relevance of

our meeting topics, and confirmation

that it is a great opportunity to

network and build valuable business

connections. We also welcome casual

attendance if a topic is of particular

relevance to you or your colleagues.

The programme of events for 2014

will continue to build on our goal of

presenting inspirational, intelligent

and relevant topics to engage our

members with enthusiasm. This is your

opportunity to use the resources of this

group to help maximise the value of

your membership. Please join us in 2014.




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 exam 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.

For more information please follow the

group on Facebook: www.facebook.com/

aklYoungAccountantsGroup

NZICA LIBRARY – TOP BOOKS FROM 2013WE’VE HAD A VERY BUSY YEAR IN THE LIBRARY WITH A HUGE NUMBER OF BOOKS BEING ISSUED TO OUR MEMBERS.

We’re highlighting some of our most popular titles from 2013. If you’re interested in any of these titles, email [email protected] or

call 04 474 7882 to get them couriered up to you.

Thank you for your support this year, and the Library team looks forward to working with you in 2014.

Lean in: women, work, and the will to lead

by Sheryl Sandberg,

with Nell Scovell, 2013.

Draws on research and

personal experience

to articulate solutions

that can help women reach their full

potential. Includes practical advice on

negotiation techniques, mentorship, and

on building a satisfying career.

Practical guide to

business valuations

for small and medium

enterprises

by Greg Hayes, 2013.

Provides a step-by-

step guide to valuing a

small to medium sized

enterprise (SME). Includes case studies and

practical examples.

Family trusts: the

must-have New

Zealand guide

by Martin Hawes –

8th rev.ed, 2012.

Includes real-life

examples and answers

to commonly asked questions. Explains

how to keep correct records and minutes,

and how to manage a trust so that it is

resilient in the face of a challenge.

NZICA AUCKLAND – SPECIAL INTEREST GROUPS

ANNUAL REGISTRATION FORM 2014Register online at nzica.com/events or complete and return this form and send with your payment to: NZICA Auckland, PO Box 3334, Auckland; fax 09-522 0820 or email: [email protected]

Name: ........................................................................................... NZICA ID: ...........................................................................

Organisation: ................................................................................ Position held: .....................................................................

Postal Address: ...........................................................................................................................................................................

...................................................................................................................................................................................................

Email: ................................................................................................................................. Tel: ................................................

Please register me for the following Special Interest Groups:

SPECIAL INTEREST GROUP NZICA MEMBER FEE INCL. GST

STANDARD FEE INCL. GST

OTHERFEE INCL. GST

PLEASE TICK

Auckland Maori Accountants – mailing list No fee payable – –

Audit – mailing list No fee payable – –

Business Development Specialists $230 $288 $115additional member

from same firm

CFO/Financial Controllers $287 $359 –

Company Accountants $276 $345 –

Focus on Management $299 $374 –

Forensic Accounting $195also applies to

members of the CFE

$244 –

Information Technology $172 $250 –

Investment $196 $245 –

INSOL New Zealand (Insolvency) I am interested in joining the Insolvency Special Interest Group,

please contact me with information on how to register.

Not-for-Profit $120 $207 –

Public Practice $276 $345 –

Tax $150 $188 –

Treasury and Financial Markets $260 $325 $234 additional member

from same firm

Trust $230 also applies to

members of Law Society

$300 $185 additional member

from same firm

Women Accountants $185 $232 –

Young Accountants (For under 35 year olds) No fee payable – –

Total $

PAYMENT DETAILS

Electronic payment (Payable to our account 03 1527 0004336 000. Please include a detailed payment reference including your NZICA ID/attendee name

and course name. Send remittances to [email protected])

Cheque is attached for $ ...................... incl GST (cheque made payable to New Zealand Institute of Chartered Accountants)

Or please charge my credit card $ ........................... Amex Master card Visa Diners

Card No.

Expiry Date: / / Card security code: ..............................

Cardholder’s name: ............................................................... Cardholder’s signature:.....................................................................

Cardholder’s address (if different from above): ...................................................................................................................................

All meeting notices will be sent by email. All meetings with the exception of those held by INSOL NZ are held at the NZICA Conference Centre, Ground Floor, 12-16 Nicholls Lane, Parnell. The cost of car parking is included at Wilsons Gateway car park, end of Nicholls Lane, Parnell. A GST tax invoice will be issued once payment has been processed.


The Accountants One-Day Business Update

2014CORPORATE SECTOR CONFERENCE Healthy Business – Leading the Way Wednesday 12 March 2014

7 CPD Hours

REGISTER NOW Early bird closes 31 January

December 2013 21

WELCOME TO OUR NEW MEMBERSCongratulations and a warm welcome to the following people

who were admitted to full membership of the New Zealand

Institute of Chartered Accountants between 1 September 2013

and 31 October 2013.

COLLEGE OF CHARTERED ACCOUNTANTS

Jamie Armstrong

Ali Cheema

Terry Chin

Felecia Fernandes

Herbert Fong

Claire Gibson

David Good

Leah Gu

Jenny Huang

Linda Jones

Kenny Leung

Margerie Lim

Daisy Mao

Larry Mao

Catherine Meintjes

Sarah O’Connell

Abigail Ong

Michael Pinson

Katie Satherley

Frank Smillie

Sabrina Sun

Claire Trent

Rob Wadsworth

Marshall Whitehouse

Jenny Yu

Jennifer Zheng

Stephany Zheng

COLLEGE OF ASSOCIATE CHARTERED ACCOUNTANTS

Nawras Abudebei

Ramanjaneyulu Duptala

Daniel Egan

Xinghua Fan

Vikram Fritschi

Nicola Jackson

Woo Jin Jung

Vijayalaxmi Koteeswaran

Janet Kulkarni

Lyannel Lopez

Veronica Murphy

Chris Park

Rowela Toledo

Angela Wang

Bridget Whale

Michelle Zhang

COLLEGE OF ACCOUNTING TECHNICIANS

Karen Mazzone

Judy Mewburn

Lata-Dilip Ravji

25 YEARS

Paul Butcher CA

Paul Davies CA

Mike Donovan ACA

John Edwards CA (Retired)

Ross George CA

David Hassall CA

Sandy Kimpton CA

Hamilton Laughland CA

Denise Maffey CA

Naresh Magan CA

Kristine McCurrach CA

Bruce Redmond CA

Wendy Stein CA

William Waters CA

Steven Watkins Barlow CA

Maria Webb CA

30 YEARS

Greg Bateman CA

Judith Batt CA

David Bennett CA

Shelley Bruce CA (Retired)

Bruce Carlsson CA (Retired)

Geoff Devine FCA

Tom Duffy CA

Tony Goddard CA

Randall Hills CA

Graham Killip CA

Michael Knowles CA

Helen Lewis CA (Retired)

Philip McIntyre CA

Rastimir Misur CA*

Michael Molloy CA

Alan Revie CA

Mark Roberts CA

Bruce Sheppard CA

*Omitted from the July 2011 edition

of the Northern Connection

40 YEARS

Bryan Bain CA

John Ballard CA

Jeremy Edbrooke CA

Nole Irvine CA

Rick Middleton CA

John Novak CA

50 YEARS

Terry Corbett FCA (Retired)

MILESTONE MEMBERSHIPSNZICA recognises and values the ongoing commitment

from our members. Auckland members who deserve special

recognition for their milestone membership of 25, 30, 40 and

50 years between 1 September 2013 and 31 October 2013:

The Accountants One-Day Business Update

2014CORPORATE SECTOR CONFERENCE

Healthy Business – Leading the Way Wednesday 12 March 2014

7 CPD Hours

REGISTER NOW Early bird closes 31 January

YOUNG ACCOUNTANTS & YOUNG LAWYERS –

NOVEMBER NETWORKINGOn Friday 29 November, Westpac

hosted a special networking event

for members of the Auckland Young

Accountants and Young Lawyers groups.

Nearly 200 turned out for the event

in which Simon Pomeroy (Westpac

Head of Digital Banking and Customer

Experience) presented about consumer

trends and the future of mobile banking.

A special thanks to Westpac for their

continued support of the Auckland

Young Accountants Group.

Mark Bull & Melissa HammerAnishka Prasad, Jacinda May and Ramya Sathiyanathan


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.

Call Nishant Jadav, Conference Centre Manager, on 09 917 5915 to arrange a visit

WE LOOK FORWARD TO HOSTING YOUR NEXT EVENTGround Floor, 12–16 Nicholls Lane, Parnell. [email protected]

20% OFFBook your meeting now for 2014, and receive a 20% discount on room hire*.*Available to NZICA members only.

NATURAL LIGHT

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.

December 2013 23

CATEGORIES

FINANCIAL ACCOUNTING AND REPORTING CONFERENCES

ETHICS, VALUES & ATTITUDESGENERAL BUSINESS & PROFESSIONAL KNOWLEDGE GENERAL TECHNICAL SKILLS

AUDITING AND ASSURANCE

PERSONAL & INTERPERSONAL SKILLS

LEADERSHIP AND BUSINESS STRATEGY

SOCIAL EVENTS FUNCTIONS

TAXATIONINSOLVENCYUP

SPECIAL INTEREST GROUPS

BUSINESS FINANCE

AUCKLAND EVENT CALENDARTo learn more about upcoming events in your area and how to register, please go to nzica.com/events.

Date Name

28 January Treasury and Financial Markets SIG

30 January Business Development Specialists SIG

4 February Audit & Assurance Essentials 2014 Webinar Series

5 February CFO/Financial Controllers SIG

5 February Change Management Webinar Series – Session 1

10 February Tax SIG

12 February INSOL NZ

12 February Change Management Webinar Series – Session 2

12 February Debt Collection & Credit Management

13 February Focus on Management SIG

13 February Forensic SIG



19 February Company Accountants SIG

19 February Change Management Webinar Session 3

19 February Business Essentials 2014

20 February Investment SIG

20 February PEW: A Refresher on Code of Ethics Principles

21 February Northland Young Accountants Group – Bikinis, Boardies and Beach Cricket

24 February Public Practice SIG

25 February Trust SIG

25 February Treasury and Financial Markets SIG

25 February Trust 2014 Webinar Series

25 February Trust Webinar Session 1 – Practical application of aspects of taxation of trusts in New Zealand

26 February How to Handle Intense Emotional Situations

27 February Financial Markets Conduct Law Essentials

27 February Management Accounting for Decision Making

27 February Management Accounting Session 1: Emerging trends in management accounting

Date Name

3 March Northland – Wealth at Work

4 March When Staff Behave Badly Webinar

4 March Trusts 2014 Best Practice – Auckland North Shore

4 March Payroll calculations

5 March CFO/Financial Controllers SIG

5 March Trusts 2014 Best Practice – Auckland CBD

6 March Business Development Specialists SIG

6 March Trusts 2014 Best Practice – Auckland Waitakere

6 March Trust Webinar Session 2 – A practical guide to winding up a trust

7 March Northland Bowls Social Event

10 March Tax SIG

11 March Information Technology SIG

12 March The Accountants One Day Business Update 2014

13 March Focus on Management SIG

13 March Mastering Excel – Intermediate hands-on session

18 March Trusts 2014 Best Practice

18 March Trust SIG

19 March Company Accountants SIG

24 March Public Practice SIG

25 March Not-for-Profit SIG

25 March Treasury and Financial Markets SIG

25 March Reporting Changes for SMEs – Auckland North Shore

26 March Reporting Changes for SMEs – Auckland CBD

26 March Reporting Changes for SMES – Auckland South

27 March Time Mastery for CAs

27 March Women Accountants SIG

27 March Management Accounting Session 2: Costs and value creation

31 March Professional Ethics – February 2014 – Auckland North Shore

GENERAL ACCOUNTING & RELATED KNOWLEDGE

MANAGEMENT ACCOUNTING, CONTROL AND PERFORMANCE EVALUATION

FISH WHERE THE FISH ARE

Recruitingthebestfor

yourbusiness

Financial Recruitment Specialists

MARIE AUGUST RECRUITMENT MANAGER

T +64 4 913 9088 M +64 21 477 528 E [email protected]

JEANETTE ROSS-SMITH FINANCIAL RECRUITMENT SPECIALIST

T +64 9 917 5934 M +64 27 838 6761 E [email protected]

Auckland Northland Connection DEC 2013

Documents

Transcript of Auckland Northland Connection DEC 2013