Identifying opportunities to deliver enhanced insights and improve business performance

14-15 FEBRUARY 2017 : CROWNE PLAZA, AUCKLAND

CONFERENZ.CO.NZ/MACTSUPPORTING ORGANISATION

• Role of the management accountant in a disruptive world

• Creating better, more robust reporting systems

• Navigating risk frameworks

• The political and economic risks impacting businesses

• Transitioning to a cloud-based reporting system

PLUS 2 FOCUSED WORKSHOPS TO SHARPEN YOUR SKILLS:USING MICROSOFT POWERBI TO ADD VALUE TO FINANCE

SUPPORTING TRANSFORMATION OF FINANCE

Alex Ball, CFO, Transpower New Zealand

Alex joined Transpower in October 2014 as CFO. As a CA, he has held senior finance positions in industry & consulting within New Zealand and internationally. He has previously been a CFO with both TelstraClear and Vector, is a director of EMS Tradepoint and Risk Reinsurance, and he has also held a number of other directorships including Top Energy, The Lines Company, Treescape and Liquigas. He has a BEng in Mechanical Engineering from Imperial College, London and began his working life in the power generation sector in the UK.

Amit Prasad, Director of Finance, The University of Auckland Business School

Amit has close to 20 years of financial management experience in various sectors. Originally, from Fiji, Amit started his career in fashion & textiles where he gathered a decade of experience within finance. He is currently involved with a few NFPs as Trustee, Chair of Finance and Audit Committee and a volunteer Business Mentor. As a member of CAANZ and a Fellow CPA (Australia), Amit holds an MBA from Deakin University, Melbourne. Outside work he enjoys watching sports, mostly rugby and EPL. He relishes travelling and enjoys spending time with his family.

Michael Gordon, Acting Chief Economist, Westpac

Michael has been part of Westpac’s economics and strategy team since 2006. His responsibilities in that time have included currency and interest rate strategy, coordinating the team’s inflation, growth and financial market forecasts, and conducting a variety of research on areas such as the labour market, house prices and macroprudential policy. Prior to joining Westpac, Michael has worked at the Reserve Bank of New Zealand as a senior analyst in the Financial Stability department. Michael holds a Masters in Management Studies from the University of Waikato.

Stephen Buckley, CFO, Burger Burger

Stephen Buckley launched his first successful business, Mix It DJ, while studying Finance and Marketing at the University of Auckland. A former national javelin champi on, Stephen graduated and worked as a marketing executive at ISCAR and a presenter at TVNZ. Stephen later joined the Burger Burger opening team as a financial advisor and was then appointed CFO in 2014.

CliveSmith Southern DHB

Graeme HeapScentre Group (NZ)

The 17th Annual Management Accountant Conference, focuses on how Management Accountants can help drive business decisions in finance and strategy in the disruptive age.

FEATURED SPEAKERS:

HadleighAitkenACE Training

Nalar MohammedCIMA

8.30 Registration and coffee

9.00 Welcome from the Chair Graeme Heap, Asset Analyst - Finance, Development and Asset Management, Scentre

9.10 The evolving role of the Management Accountant · How has the digital ecosystem influenced the working

environment for Management Accountants? · What does best practice management accounting

look like and how will this continue to evolve? · Leveraging new technologies to automate, challenge

and grow the management accounting field Nalar Mohammed, Capital Performance Manager, Auckland

Transport & Australasian Regional Board Member, CIMA

9.50 Staying relevant in the face of disruptive business trends and evolving technology

· Maintaining strategic foresight in the digital business environment

· Technology driven back-office efficiency · How will robotics and artificial intelligence impact the

role of the accountant?

10.30 Morning break

11.00 Economic update – The biggest emerging political and economic risks to impact your organisation

· The impact of global events including Brexit, the global war on terrorism, the US Presidential election and China’s economic slowdown

· Analysing economic trends and how this will challenge the NZ economy such as negative interest rates, housing data, Auckland Regional Plan and commodity prices

· Opportunities in changing demographics and new trading models to accelerate your business

Michael Gordon, Acting Chief Economist, Westpac

11.40 Supporter to strategic enabler – The Management Accountant’s role in building a world-class finance function

· Harnessing systems, processes and human capital to redefine the finance function

· Developing a business partnership culture to deliver holistic business insights

· Finding resources to manage essential low priority tasks crucial to the business

Clive Smith, CFO, Southern DHB

12.10 Lunch break

1.00 Enabling quality, timely decision-making through real-time reporting systems

· Moving data to the right people and systems at the right time

· Presenting visually appealing and informative information through real-time dashboards

· Catering to diversity of end user needs through powerful data query management systems

Stephen Buckley, CFO, Burger Burger

1.40 Case study: Transitioning to a Cloud based reporting system

· How Cloud based systems can cut through operational challenges

· Core features to look out for when selecting your software solution

· Key tips to success when undertaking your transition to the Cloud

Louis Friel, Finance Manager, Kagi

2.20 Using performance reporting systems to identify business problems

· Conventional financial reporting thought in reverse – Starting with reporting goals in mind

· Does your performance management system feed into your over-arching business goals?

· Developing a performance reporting culture of linking current outcomes to KPIs

· Creating flexible reporting systems to allow for easy inference of data

Amit Prasad, Director of Faculty Finance, The University of Auckland

3.00 Afternoon break and refreshments

3.30 Masterclass – Advancing Microsoft Excel into a powerful reporting tool

Learn how you can move beyond simple spread-sheeting by utilising Microsoft Excel to transform your data into meaningful reporting. This session will uncover tips and tricks to enable you to save time, enhance and streamline your business reporting.

· Manual tasks that can be replaced to increase productivity

· New formulas and functionality to work smarter · Unlocking the value of Microsoft PowerBI to enrich

reporting Hadleigh Aitken, Trainer, ACE Training

4.20 Summary remarks and networking drinks

DAY ONE14 FEBUARY 2017

DAY TWO15 FEBUARY 2017

WANT TO BRING YOUR TEAM? CALL US ON 09 912 3616FOR GROUP DISCOUNTS

9.00 Welcome back from the Chair

9.05 Beyond number crunching – navigating risk frameworks · Building an effective quantified risk appetite approach · Linking risk appetite to investment decisions · Defining and measuring the effectiveness and value

of the control environment · Integrating strategic and operational risk management

into the way we operate Alex Ball, CFO, Transpower New Zealand

9.35 How Agile and Lean can help to improve accounting · Demystifying Agile and Lean · How might Agile and Lean apply to the

accounting practice? · Tips to getting started Colart Miles, Co-Founder, Velox Innovation

10.05 Case study - Unlocking lean thinking to drive your finance transformation project

· Encouraging a customer-centric focus to achieve relevant finance deliverables

· Exploiting chain-reactions on organisation-wide processes · Developing a lean mind-set within your organisation

and supporting the culture shift Richard Scott-Will-Harknett, Agile and Lean Practice Lead,

Xero

10.35 Morning break

11.00 Changing the game – Driving performance across the enterprise with predictive analytics

· How predictive analytics is impacting strategic decision-making

· Using predictive analysis to create your customer ROI V. risk matrix

· Identifying new opportunities and challenges through efficient use of data

· Identifying data sources to capture relevant, accurate and timely information

Roberto Garrido, Data Scientist, ACC

11.40 Quick-fire case studies – Supporting decision making through strong reporting practices

12.40 Lunch

1.40 The strategic rationale behind switching from budgeting to rolling forecasts

· Removing bias when building your forecast schedule · Managing performance expectations through coping

better with uncertainty · Linking critical business drivers to relevant data

sources to capture information as needed · Managing expectations of stakeholders confusing

forecasts with targets

2.20 Communication and people skills for Management Accountants

· Undertstanding the importance of sharp communication skills

· What to watch out for when presenting to diverse audiences

· Managing conflict and negotiation challenges · Presenting negative news without fear-mongering

or overloading Peter Wales, Head of Finance and Logistics, Pharmaco

3.00 The people factor - Supporting stakeholders to embrace change

· Dealing with entrenched mind-sets and leading focus toward a new strategic direction

· Ensuring stakeholders understand what is expected of them and are held accountable for results

· Managing cross-functional team input · Providing access to the information, skills and tools

required for success Paul Raynor, Partner, BetterChange

3.40 Closing remarks from the Chair and close of conference

WORKSHOP ONESUPPORTING FINANCE FUNCTION TRANSFORMATION

WORKSHOP TWOCREATING TANGIBLE VALUE TO FINANCE THROUGH MICROSOFT POWERBI

This half day post conference workshop will provide Management Accountants with the skills to support their organisation’s finance function transformation and improve business performance.

· Understanding emerging political and economic trends and identifying opportunities for business improvement

· Identifying the system, process and human capital changes required to redefine the finance function · Communicating the strategic vision and gaining stakeholder buy-in · Developing and supporting a positive, future-focused culture · Managing conflict within diverse teams · Becoming a strategic agent for change · Techniques to effectively manage competing priorities · Collaborating effectively with other business departments

Nalar Mohammed, Capital Performance Manager, Auckland Transport & Australasian Regional Board Member, CIMA

Nalar has almost 25 years in business advisory, manufacturing, services and government in New Zealand and overseas. A keen promoter of management accounting and the role of the MA in the modern organisation, Nalar is passionate about lifting organisation performance. He serves as a Board Member on the Australasian Regional Board of the Chartered Institute of Management Accountants UK.

16 F

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2017

: 9am

– 12

.30p

m

This half-day power-packed workshop delves into one of the easiest and cost effective ways to capture data from new avenues and present visually appealing information in ways to provide unique insights into business problems. Learn how to use PowerBI to:

· Look at data from helicopter-view down to the details· Create dashboard reports to include updates in real-time· Capture data-sets from multiple sources to tell your story · Automate routine finance reports to save time effectively· Implementing PowerBI to air finance tasks such as reporting and forecasting · Making your reports accessible across different devices

Hadleigh Aitken, Trainer, ACE Training

Hadleigh is a Microsoft certified trainer with years of experience training and facilitating workshops. He has a passion for technology and education and combines the two to help individuals and companies realise their potential. Hadleigh is a fun and dynamic trainer and likes to incorporate real world scenarios and examples into his training workshops.

16 F

ebru

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2017

: 1.3

0pm

- 5p

m

CONFERENZ.CO.NZ/MACT

CK094 Code: A B C D E F G H I J K L M N O P Q R S T U V W X Y Z Copyright © 2016 Conferenz Ltd

conferenz.co.nz/mact 09 912 3616

REGISTRATION DETAILS

BOOKING OPTIONS SUPER SAVER PRICEREGISTER & PAY BEFORE 5PM

13 December 2016

EARLY BIRD PRICEREGISTER & PAY BEFORE 5PM

24 January 2017

LAST MINUTEREGISTER & PAY AFTER 5PM

24 January 2017

CONFERENCE $2199 + GST $2399 + GST $2599 + GST

EACH WORKSHOP $599 + GST $699 + GST $799 + GST

Agenda Updates: Conferenz Ltd reserves the right to make any amendments deemed to be in the best interest of the summit. Agenda is correct at time of printing, please check online for any updates.

HOW TO PAY - DIRECT CREDITDirect credit to our bank account (please supply details of remittance)

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HOW TO PAY - CREDIT CARDWe accept most major credit cards. Please contact our office directly on (09) 912 3616 if you wish to use this method of payment, or register online for this event at www.conferenz.co.nz A 2.5% surcharge will be added to credit card payments

WHAT HAPPENS IF I HAVE TO CANCEL?YOU HAVE SEVERAL OPTIONS:• Send a substitute delegate in your place• Confirm your cancellation in writing (letter or email) at least ten working days prior

to the event and receive a refund less a $300+GST service charge per registrant. Regrettably, no refunds can be made for cancellations received after this date.

GST No. 66-938-654

SPONSORSHIP AND EXHIBITION OPPORTUNITIES The annual Management Accountant Conference is a great opportunity to showcase your business intelligence and analytics solutions to over 100 attendees. To discuss the range of opportunities available, contact us on:

(09) 912 3616 or sponsorship@conferenz.co.nz