Institute of Certified NZ Bookkeepers

Bookkeepcon22

#Bookkeepcon22 is being held at the Te Pae Convention Centre in Christchurch on 29 and 30 July 2022 with a predicted attendance of 200+ delegates.

The event promises to be an exciting and insightful event, offering a great opportunity to meet with leading professionals in the industry while delivering a diverse and innovative programme.

Themed “Future Focused”, #Bookkeepcon22 aims to recognise the significant contribution and assistance that bookkeepers in New Zealand have, and continue to provide following the struggles of business arising from the global pandemic.

 

To receive news on the event, we recommend subscribing to our mailing list or following us on social media. 

Te Pae

Te Pae Christchurch Convention Centre has been designed as Ōtautahi Christchurch's ‘gathering place’. A key part of the regeneration of the city, the Government's investment in Te Pae Christchurch is set to act as a catalyst – not only for the growth and development of the city, but as a way of building lasting social, cultural and economic connections between the region and the world.              

The meaning of 'Te Pae'             

Our name, ‘Te Pae’ draws inspiration from several phrases in te reo Māori:

Te Pae Maunga – our mountain views.

The source of our origin and central to our land and people, mountains are a key element on the southern landscape, just as Te Pae is a central point within our city.

Te Pae Whenua – the vast plains we inhabit.

With our strong ties to mountains and the rivers and plains they create, it is only natural this influence can be found in the building’s design, where shapes and lines represent the contours of our Southern Alps and braided rivers of Canterbury.

Te Pae Tangata – a place to meet and converse.

To talk, to be hosted, to share, entertain and inform… for Christchurch, Te Pae Christchurch is a gathering place.

Accomodation for delegates

RydgesICNZB have partnered with Rydges Latimer Christchurch to offer a discounted accomodation price for delegates of #Bookkeepcon22

Book your New Zealand trip to the Garden City and enjoy luxurious accommodation at the locally owned Rydges Latimer Christchurch hotel surrounded in stunning natural beauty. Our 4.5-star hotel has been built to ensure a top-of-the-line experience, features and amenities, with 100 percent compliance to the latest building code requirements.

Our luxury hotel accommodation in Christchurch overlooks scenic Latimer Square, an iconic New Zealand green space with ample room for travellers to roam and enjoy the shade of lush, broad-leaved trees. The hotel is five levels high and offers 175 stylish rooms spread over the first four floors. The fifth floor boasts the penthouse suite with breathtaking views stretching from the Port Hills to the Southern Alps.

We offer free, unlimited WiFi throughout all guest rooms, public areas and conference spaces.

Rydges Latimer Christchurch is the perfect base for your next Christchurch adventure. Explore our current offers and start planning your getaway now.

 

Discounted accomodation rates

To book a discounted room rate online, please follow the below booking directions:

  • Go to - https://www.rydges.com/accommodation/new-zealand/latimer-christchurch/          
  • Enter your dates on the booking form on this page, then tick “I have a code”
  • Enter ICNZCONFERENCE in the “Corporate ID” field
  • Click “Check rooms”
  • This will then show room types available to book and agreed discounted rates
  • Proceed with booking

2022 banner

Meet the key sponsors and partners of #Bookkeepcon22

The Association is fortunate to have secured the support of the following key sponsors to help make #Bookkeepcon22 an event to remember.

These key sponsors will also be in attendance in our Exhibition Hall, which provides you with a a great opportunity to talk to them and learn all about what they do as valuable members in our industry.

We also acknowledge the Association's Sponsors and Supporters for their ongoing support of this event.


 

Key Event Sponsor

 smartly


Event Sponsors

 Thankyou Payroll  FlexiTime  Infusion Business Software  KeyPay


 

Event Partners

Stephanie CrawfordAdmin ArmyAcume NZ Limited   

 

2022 banner

We are pleased to confirm the following exhibitors at #Bookkeepcon22

 


 

Smartly SmartlyPayroll can be a headache. The team at Smartly, we make it simple to pay your people on time, accurately and in line with regulation. There’s never been a better time to sign up your clients to use Smartly! Use the promo code BOOKKEEPCON and they’ll receive their first 4 months free! Terms apply. 

www.smartly.co.nz

 


 

Inland RevenueInland Revenue is the public service department of New Zealand charged with advising the government on tax policy, collecting and disbursing payments for social support. The IR team are happy to help with any IR related questions you may have from either yourselves or a customer. Come and have a chat!

www.ird.govt.nz

 


 

Etta ImagesJuliette Capaldi is a Master Photographer with the New Zealand Institute of Professional Photographers (NZIPP).  Offering business portraits, Julie will create an image that improves the professionalism of your brand. Something professional, engaging and open, that attracts clients and potential clients. Bookings for business portraits at #Bookkeepcon22 will be open soon!

www.ettaimages.co.nz

 


 

ThankyouPayrollThankyou Payroll is a purpose driven Kiwi business offering New Zealand’s best value Payroll Software & PAYE Intermediary Service. Their business model uses a triple bottom line approach - Social, Environmental and Financial - with environmental responsibility as one of their core values. Thankyou Payroll is New Zealand’s only certified carbon neutral payroll company.

www.thankyoupayroll.co.nz

 


 

FiorFIOR Print have over 18 years’ experience in the printing industry. As an independent print broker, they guarantee that they will find the best quality, price and turnaround time for your job. They do all of the negotiation with the printers and suppliers and their experience allows them to meet your time-lines, while providing a top quality service, at seriously competitive prices.

www.fior.co.nz

 


 

Stephanie Crawford Business HeadspaceI work with bookkeepers and small practice accountants who have growing businesses but are struggling with time, systems, and profitability. Through my coaching programme for bookkeepers - From Bookkeeper to Business Owner™ - I help bookkeepers to transition from overwhelmed bookkeeper to profitable bookkeeping business owner.

www.stephaniecrawford.co.nz

 


 

2Shakes2Shakes is simple and effective cloud platform to help you with client onboarding and Anti-Money Laundering Customer Due Diligence (AML CDD). Their solution can help all Bookkeepers take on new clients, and provides extra features for Bookkeepers who need to comply with AML/CFT Phase 2.

www.2shakes.co.nz

 


 

FundTapFundTap solves your businesses cash flow. They turn your outstanding invoices into cash now so you can run and grow your business. FundTap links with your accounting software (Xero, MYOB, QuickBooks, Reckon) to painlessly provide the finance you need. The application process takes 5 min and they can have funding to you within minutes.

www.fundtap.co

 


 

MYOBMYOB helps save time and make life easier for bookkeepers and their clients with business financial management solutions that enable them to become more productive and profitable. Their mobile friendly and cloud-based MYOB Essentials software is ideal for those who need an easy to use, feature rich and affordable system without the need for additional add-ons at additional cost.

www.myob.com/nz

 


 

XeroXero’s online accounting software is designed to make running a small business easier. With Xero, you can pay your invoices, connect your bank for easy reconciliation, keep track of projects and save your transactions on-the-go. This information is available anytime, anywhere, all from an internet-connected device - phone, table or computer. Make your small business beautiful, with Xero accounting software.

www.xero.com/nz/

 


 

Smart BooksSmart Books® was developed to help small businesses and bookkeepers get the most out of their bookkeeping. Rather than just the how-to, Leaine Jones offers education on best practice business procedures. Harnessing her years of experience, she has created a membership to sit alongside a series of online courses to provide practical learning that is flexible and affordable. Be a Smart Bookie!

www.smartbookscourses.com

 


 

FlexitimeFlexiTime builds software that simplifies employment. They offer a range of integrated payroll, rostering and billing solutions to help their clients manage and pay employees. Their flagship payroll system, PayHero, makes payday super easy and gives you and your clients peace of mind by following MBIE’s latest Holidays Act guidance.

www.flexitime.co.nz

 


 

Abbotts InsuranceAbbott Insurance Brokers provide a full service general insurance advice, placement and claims management experience for business and personal clients nationwide. We also offer premium funding to manage your insurance payments; life and health insurance, including group schemes for; KiwiSaver and investment advice for you and your employees; and mortgage broking services.

www.abbott.co.nz

 


iPayrolliPayroll provides an easy-to-use, feature-rich payroll solution so their customers can focus on their business. They make it simple for business to run each pay and manage leave, tax, and employee records on the go.  And they make it easy for employees to view their payslips, pay history, tax summaries, and apply for leave using the Employee Kiosk App.

www.ipayroll.co.nz

 


Admin ArmyAdmin Army Reporting for Duty!  Admin Army’s Accounting Practice Support and Managed Bookkeeping Services teams are here to take command of your compliance work, leaving you to free to focus on growth, staff development, advisory work and client relationships.

www.adminarmy.co.nz

 


Tradie TermsTradie Terms helps tradies to get set up with Terms of Trade so that they can get paid faster. Tradie Terms focuses on educating valued advisors to the trades sector on how to use terms of trade plus smart payment terms to improve cash flow for your clients.

www.tradieterms.com

 


 

Crystal PayrollThe Crystal Payroll team is focused on the goal of making our customers’ lives easier by saving them time, streamlining their processes and reducing their stress levels. They continually strive to deliver the most secure, functional and straightforward online payroll system.

www.crystalpayroll.com

 


 

Rodgers ReidyRodgers Reidy is uniquely resourced to specialise exclusively on turnaround and recovery strategies, insolvency appointments and forensic accounting. In addition to their liquidation work they also offer forensic accounting services including all aspects of financial and fraud investigations, litigation support and expert witness reports.

www.rodgersreidy.com.au

 


 

Approval MaxApprovalMax is an award-winning app providing powerful approval automation features for accounts payable and accounts receivable. ApprovalMax increases team productivity in accounting and enhances client collaboration.

www.approvalmax.com

 


 

MyHRMyHR's combination of easy-to-use HR software is backed by an expert team of HR Advisors who provide a wraparound HR service that's built for your business, accessible whenever and wherever you need it.

www.myhr.works

 


 

AiderAider syncs seamlessly with world-renowned Xero accounting software, saving accountants and bookkeepers invaluable time. How? It pulls data directly from Xero, then using artificial intelligence, it pre-analyses and organises the data. 

www.aider.ai

 


 

Debtor DaddyDebtor Daddy supports bookkeepers to deliver effective and profitable debtor management services. Offering specialist software, reporting tools and a training and certification programme, Debtor Daddy helps bookkeepers to grow their business and deeper customer relationships.

www.debtordaddy.com

 


 

Infusion Business SoftwareInfusion Business Software is a New Zealand owned and operated company that has been writing and supporting accounting and business management software for over 25 years.  They offer software options to help a wide range of kiwi businesses manage their books and all of their business processes on a single platform.

www.infusionsoftware.co.nz/

 


 

Acume NZ LimitedAcume is an online eInvoicing solution where users can receive and view the entire inbound eInvoice received from suppliers and code and approve at a header or line level as best suited to their business requirements. Acume users can also create customer invoices within Acume or their accounting software and export to Acume for transmission via Peppol. Acume also includes Orders (raise a Purchase Order)

www.acumelimited.com

 


 

NextMinuteNextMinute is the ideal cloud-based Job Management solution, for small to medium sized trades and service businesses with a workforce, searching for increased efficiency and profitability. Create and track Jobs, add contacts, build quotes, schedule the team, capture timesheets, simple invoicing (Integrates with Xero or MYOB + Payroll), attach key documents and photos and much more.

www.nextminute.com

 


 

KeyPayKeyPay saves time for busy bookkeepers by automating the entire payroll journey and simplifying employee management. Streamline processes, spend more time building client relationships and grow your practice by investing in powerful cloud payroll software.

www.nz.keypay.com

 


 

Builda Price GroupBuilda Price is essential construction Project Management software for residential builders. Builda Admin’s licensees have unique access to our builders back office as they provide mentoring for new Builda Price users.

www.buildapricegroup.com

 


 

iPayrolliPayroll is a proven cloud-based payroll solution developed in New Zealand, for New Zealand businesses of all sizes. They provide an easy-to-use, feature-rich payroll solution so you can focus on your business. Their Partner Programme is specifically designed for our professional service partners.

www.ipayroll.co.nz

 


 

PaySaucePaySauce is homegrown NZ software.  Our easy-as cloud payroll solutions help SME’s look after their people so they can be a better boss and spend more time doing what they love. PaySauce includes calculations, payday filing, banking integration, timesheets, rosters and our famous PayNow earned wage access feature all in one simple app for mobile and desktop.

www.paysauce.com

 


 

MarkezingMarkezing is a growth agency helping accountants and bookkeepers to automate their processes in all aspects of their business that includes Marketing, Sales, and Service to save time, generate more leads, and have great customer service. Markezing is HubSpot Platinum Partner, Vidyard partner, Cradle partner and Pixie Partner .

www.markezing.com

 


 

simPROsimPRO helps field service clients optimise their business processes and reduce inefficiencies, improve their cash flow, reduce costs and increase profitability. From initial request for a job to final invoicing, your clients can streamline workflows, automate processes, connect the office and the field and gain essential business insights.

www.simprogroup.com

 


 

ACCACC is committed to helping businesses improve their health and safety performance and prevent injuries in the workplace, as well as providing support for employees if they are injured, including help with their recovery, and getting back to work and everyday life.

www.acc.co.nz

 


 

eInvoicing (Ministry of Business, Innovation and Employment)eInvoicing brings benefits to businesses of all sizes – including small businesses, by simplifying and automating the exchange and processing of invoices. eInvoicing also improves accuracy, security and reduces process time.

www.einvoicing.govt.nz

 


Future Focused

Michele A’Court

Master of Ceremonies Michele ACourt

Winner of “Female Comedian of the Decade” at the 2010 NZ Comedy Guild Awards, Michèle A’Court is a stand-up comedian, writer, social commentator and corporate MC.

Michèle is a frequent voice on RNZ National’s “9 to Noon” and “The Panel”; and she has been writing a weekly newspaper column on social issues since 2008, which is published in “Your Weekend” magazine with the Press, the DomPost and Waikato Times, and also on the Stuff website.

She has written two bestselling books: “How We Met” (2018) and “Stuff I Forgot To Tell My Daughter” (2015) both published by Harper Collins.

Her international experience as a stand-up comedian includes work in the United States, Canada, the UK, Australia, Papua New Guinea and East Timor. She has been working as an after-dinner speaker, event host and conference MC for more than 20 years.

Michèle is Chair of “The Aunties” Trust, a grassroots charity for women and children in need. She is also Patron of the Moving & Handling Association of NZ (MHANZ) which cares for carers in the health sector. Michèle is a proud member of Actors’ Equity, and a Life Member of the NZ Comedy Guild.


Sam Johnson Sam Johnson

Keynote speaker

Friday, 29 July 2022 at 9:10am

Sam Johnson has lived his life in the public eye and built a career doing service to others. His relentless energy to mobilise people around ideas has a magic ability in building movements that matter! Farm boy turned social entrepreneur, Sam’s kaupapa is using the power of the collective to overcome the bureaucratic - shifting our belief system about what is possible. Sam is the Chief Executive of the Student Volunteer Army, former Young New Zealander of the Year and most recently won the prestigious High-Tech Award for ‘Impact for Good’ with the SVA for their work during Covid19.


Amy Scott Amy Scott

Keynote speaker

"Mastering Communication - The Key to Connecting & Collaborating in 2022" 
Saturday, 30 July 2022 at 9:10am

In today’s world we are under more pressure than ever to “connect” and "collaborate" with absolutely anyone - virtually & in person!

But we simply can’t connect or collaborate without being able to effectively communicate first!

Naturally different people connect & collaborate in different ways but how do we best adapt our communication style to get the best out of everyone around us?  How do we manage our diverse professional relationships to ensure we have happier, collaborative & more productive workplaces?

The first step is understanding our own natural communication style and the communication styles of the people around us.  

Mastering communication is your key to connecting and collaborating like a champion.  It also helps you to unleash your true potential.

As a reformed lawyer & former NZ Women’s ice hockey representative Amy has key insights into how effective communication leads to better connection & collaboration.

Described as a “human dynamo” - Amy is engaging, entertaining & most importantly practical in her fresh approach.

Strap yourselves in for an epic experience!


Ethel & Bethel Ethel & Bethel

Conference close, brought to you by Xero
Saturday, 30 July 2022 at 2:45pm

Ethel & Bethel are a couple of old biddies who love nothing more than a cup of tea and few rounds of bingo with a bunch of good folk looking for a fun filled night out! Their unique brand of bingo is coupled with humour and spontaneous performance outbursts. It’s all part of the entertainment and certainly makes your event far more than just bingo! They have been touting their crazy old lady ways at social and fundraising events all over New Zealand for nearly a decade now and are available to make your next occasion fun and fabulous. Laughter with love is their old school kiwi aim.


Carolyn BanksCarolyn Banks, Venus Businesswomen

"Networking Masterclass " 
Friday, 29 July 2022 at 3:30pm

Networking is about communicating what is special about you and your business.  In this session you’ll learn tricks and tips about how to articulate your businesses uniqueness in a crowded marketplace, the importance of a Networking Plan and how Collaboration can be utlised as a growth as a growth strategy for your business.

Oh and there will be some ‘tips and tricks of the trade’ as well in order to help you make your Networking that little easier and little more fun!


Chantelle CharltonChantelle Charlton, Abbott Insurance Brokers

"To err is human: common mistakes and long tails " 
Saturday, 30 July 2022 at 11:15am

Slips, lapses, mistakes… to err is human and we make, on average, 3-6 of them per hour. That’s 50 a day, five days a week. Worried? Don’t be. We’ll show you how you can protect your business from the people working in it and third parties, including your clients. We’ll look at common mistakes and pitfalls, and the long tail of liability. And we’ll wrap it up with some simple steps you can take to reduce your risk, today.


Chris AckroydChris Ackroyd, University of Canterbury

"Storytelling and how it can be used for bridging the gap between data, insights and action " 
Saturday, 30 July 2022 at 11:45am

Chris is an Associate Professor of Accounting at the University of Canterbury and a member of CPA Australia, the Institute of Management Accountants (USA) and the Institute of Directors (NZ). He has a Master of Commerce degree from The University of New South Wales, an MBA from Kobe University and a PhD from The University of Auckland

In this session, Chris discusses how storytelling is an important way to learn about a business context and communicate data. He will show how storytelling can be used for bridging the gap between data, insights and action. Any good data story comes from first listening to what business owners think and pinpointing the relevant data. The presentation will cover what makes a data story effective and the need for a clear narrative along with visual tools to communicate the story. By doing this bookkeepers can demonstrate the value of their services and build a lasting relationship with their clients and stakeholders. 


Chris MarChris Mar, Datacom Payroll

"The art of payroll compliance" 
Friday, 29 July 2022 at 11:45am

Payroll and compliance expert, Chris Mar has been working with Smartly from the beginning, with over two decades of experience leading and advising on payroll compliance. Join Chris as he shares about all the things that need to be considered to pay people correctly. From choosing the right software, setting it up and monitoring it for change. He will also be covering what to look out for to stay compliant with AML regulations and the liability that sits with the processing agent.


Corey SinclairCorey Sinclair, Inland Revenue

"The Future of Tax " 
Friday, 29 July 2022 at 12:30pm

Corey Sinclair is the National Leader of Community Compliance. Community Compliance are located in 17 cities and town’s across New Zealand. They provide front-line services for customers at front of house, in communities and with intermediaries

Corey joined Inland Revenue in January 2018 after 20 years in banking and finance. During his time in banking and finance, he enjoyed leading large customer facing teams, relationship management and third party teams, and holding responsibility for the retail banks customer service and coaching methodology and operating rhythm. Since joining Inland Revenue, he has been involved in the introduction of the Bookkeeper model for myIR and has regular engagement with the ICNZB board. Corey was brought up in Tokoroa and now bases himself with his family in Kirikiriroa, Hamilton.

Corey will be leading an Inland Revenue panel on The Future of Tax with colleagues Keith Taylor and Richard Braae, Policy Officers.  


Di Crawford-ErringtonDi Crawford-Errington, Ontrack Bookkeeping Ltd

"Demystifying Leave Calculations" 
Saturday, 30 July 2022 at 10:00am

In this practical interactive payroll session we discuss the infamous leave acronyms – AWE, OWP, RDP, ADP, demystifying how to calculate them, where and when to use them, and includes lots of payroll tips. A must attend for anyone offering payroll as a service as #youdontknowwhatyoudontknow right?


Gary PattersonGary Patterson, Worldline

"What is open banking, and why should I care?" 
Saturday, 30 July 2022 at 10:00am

Gary have been across technology in one form or other for over 25 years. His passion is helping to blend smart technology with people and process. Prior to joining Worldline he was deeply involved in digital transformation projects with Tier 1 & 2 ERP solutions from Infor & MYOB focused heavily on the SMB sector across ANZ.  

The world of financial services is teemed with jargons. And open banking is yet another one. However, this new emerging trend has potential to change how you and your client does business in a fundamental way. In this session, which is presented with Gary's colleague, Will Miao, they will take you through what open banking is, some current and future use cases, and most importantly, how you can leverage open banking to make your and your clients’ lives easier.


Irene BennettsIrene Bennetts, Admin Army

"How I run my bookkeeping business
Saturday, 30 July 2022 at 12:30pm

In 2016, Irene Bennetts established Admin Army – a business support service with a strong focus on bookkeeping and payroll services.

With 5+ years of operation under her belt, Irene will be sharing how she (and her amazing team) run Admin Army.

This session will include:

  •     What systems they use
  •     How they delegate and/or share tasks amongst them
  •     Required training for all team members
  •     Their client onboarding process
  •     Some of the lessons they’ve learnt the hard way
  •     How to grow from sole operator to 20+ in the team (hint: diversification helps)
  •     What Irene considers to be the key to Admin Army’s success

Janice HughesJanice Hughes, Janice Hughes Limited

"Successfully offering debtor management as a service - a first-hand account" 
Friday, 29 July 2022 at 12:30pm

Learn how to future proof your business from AR automation guru Matt McFedries and bookkeeping legend, and Certified Bookkeeper - Janice Hughes.

Offering debtor management is a strategic way of deepening relationships with your existing clients and gives you a unique offering to market to new clients.

In this session Matt and Janice will arm you with the knowledge you need to successfully add debtor management to your services. This will be a fun, interactive session so make sure you bring your curliest questions to put to Matt and Janice


Jordan RedpathJordan Redpath, Acume

"How will einvoicing affect me and my customers, the definitive answer." 
Saturday, 30 July 2022 at 11:15am

Jordan is the Service Delivery Manager, Product Guru and Serial Problem Solver for Acume.  

As a reformed accountant and recent escapee from the Big4 he has always enjoyed gaining a deep understanding of his clients’ needs and wants. From strategy through to compliance, tax returns to business analysis, his background spans just about every element of a business you could think of.

This session focusses on eInvoicing.  Everyone has now heard about einvoicing, but there are still a lot of questions about how it will affect both individual business and bookkeepers.  In this presentation Jordan, together with Shane Willis, will go through the various scenarios that business will consider when looking for an einvoicing solution to best meet their needs.  They will cover of the reporting scenarios that affect the way that information is received and processed by a business and look at the ways that this can be applied to einvoicing.


Janice HughesKeith Taylor, Inland Revenue

"The Future of Tax " 
Friday, 29 July 2022 at 12:30pm

Keith is a Strategic Policy Advisor at Inland Revenue. Policy Advisors are not normally asked to speak at events, so when asked for his profile this is what he came up with: He is currently playing Dying Light 2 on a PC running an RTX 2070S. His hobbies include the R&D tax rules, the future of tax administration, and the idea that the private sector will carry the torch of innovation in tax in the future. His average Wordle score is four. He is a member of the PCMR on Reddit and is an Aries.

Keith will be participating in The Future of Tax Panel with colleagues, Corey Sinclair and Richard Braae.


Leanne BerryLeanne Berry, MYOB

"How to thrive in our constantly changing world" 
Friday, 29 July 2022 at 2:15pm

In this panel session led by Leanne Berry Director, Love Your Numbers Ltd and Partner Manager-Bookkeepers, MYOB, the team will be discussing the operating enviroment for bookkeepers and their clients being in a constant state of change – a global pandemic has only amplified that. Our panel will discuss how bookkeepers can best adapt and pivvot their business and services to seize the opportunities that change can bring. They’ll also discuss how you can most effectively support your clients through change, and provide you with tips and advice on successful change management you can implement right away.


Lynda SmartLisa Martin, GoFi8ure

"How to prepare your client’s accounts for end of financial year handover" 
Saturday, 30 July 2022 at 12:30pm

In this session, Lisa will demonstrate what you need to know when preparing to handover your clients' end of year information to a Chartered Accountant for financial statements and/or tax returns.  This will be a practical demonstration showing you a step-by-step process for end of year. 

 


Lynda SmartLynda Smart, Rodgers Reidy

"Zombie Companies – The Walking Dead" 
Friday, 29 July 2022 at 2:15pm

In this session Lynda will explain to us what a Zombie Company is, and how recent events have contributed to their existence and increase.  

We’ll consider the effect that anticipated events may have on these companies and how we can expect them to react.

This session will help you to identify and advise any clients who are, or are at risk of becoming, a Zombie Company.  We’ll also consider some steps that your clients can take to prevent losses from dealing with these walking dead.


Matt McFedriesMatt McFedries, Debtor Daddy

"Successfully offering debtor management as a service - a first-hand account" 
Friday, 29 July 2022 at 12:30pm

Learn how to future proof your business from AR automation guru Matt McFedries and bookkeeping legend, and Certified Bookkeeper - Janice Hughes.

Offering debtor management is a strategic way of deepening relationships with your existing clients and gives you a unique offering to market to new clients.

In this session Matt and Janice will arm you with the knowledge you need to successfully add debtor management to your services. This will be a fun, interactive session so make sure you bring your curliest questions to put to Matt and Janice


Matt ShallcrassMatt Shallcrass, Baker Tilly

"Accounting for cryptocurrencies" 
Friday, 29 July 2022 at 11:15pm

Bitcoin, Ethereum & Dogecoin are just three of the over 13,000 cryptocurrencies that currently exist. This rapidly growing asset class has created a unique set of accounting challenges, which will be covered in this session – including what are cryptocurrencies, revenue recognition, capital vs revenue, analyzing transactions and IRD enforcement activity.

 


Mel MorrisMel Morris, Xero

"Worklife balance and well-being for you and your bookkeeping business" 
Friday, 29 July 2022 at 11:15am

Melanie joined Xero as NZ Head of Bookkeeping in 2016 after a varied and successful work journey, that also led her to found Bookkeeping and Beyond (Xero NZ Gold Partner) and Training and Beyond (Xero Platinum Partner) both multi-awarding winning businesses. Both companies are pioneers in the cloud technology community and act as training partners and conversion specialists for selected Xero add-on partners.

After 4 years growing Bookkeeping and Beyond, literally inventing the wheel and working in silo, Melanie identified the need for a professional body that provided education, standards and support to other Bookkeepers. Bookkeeping and Beyond was sold in 2016 when Melanie joined Xero in a part time capacity as Head of Bookkeeping.

When it comes to bookkeeping and financial governance, Melanie has ‘skin in the game’. In 2010 she founded the New Zealand Bookkeepers Association or the (ICNZB) and consulted with both government agencies and private industry to provide strategic leadership and advice for small business development and cloud-based solutions. Her governance roles include, Chair of Finance Committee and Board Trustee of Hagley College and Current Treasurer and Trustee of the Royal New Zealand Ballet Foundation.


Melissa ChealsMelissa Cheals, Smartly

"From Fashion to Fintech" 
Friday, 29 July 2022 at 10:00am

From launching her own clothing label in 2006, to becoming a female CEO in a male dominated SAAS industry for New Zealand’s leading payroll company in 2019, Melissa Cheals brings a breadth and depth of experience and a unique perspective on effective leadership. During this 30 minute session, Melissa will reveal what made her jump ship, how she navigated her journey and why she believes the highs and lows throughout have shaped the leader she is today.


Mel MorrisNew Zealand Police

"Financial Crime" 
Friday, 29 July 2022 at 3:00pm

We are fortunate to have members of the Asset Recovery Unit, part of the Financial Crime Group of the New Zealand Police presenting to our delegates.

The Asset Recovery Units (ARU’s) were established in December 2009, specifically to implement the Criminal Proceeds (Recovery) Act 2009 (CPRA).

The intention of CPRA is to disrupt, deter, and derail crime with an emphasis (but not limited to) on the areas of organised crime and methamphetamine offending. This is achieved by denying criminals the opportunity to either enjoy the benefits of offending or to reinvest those proceeds in further criminal activity.

Cases are investigated using complex forensic accountancy and financial analysis processes, which are undertaken as part of an all-of-government approach that includes other agencies such as Customs, the Serious Fraud Office (SFO), and Inland Revenue. The ARUs also collaborate with overseas law enforcement agencies and provide advice on matters in relation to proceeds of crime policy and legislation.

  • receiving, analysing and disseminating financial intelligence
  • undertaking the restraint and forfeiture of criminally acquired or derived assets for all government law enforcement agencies
  • investigating money laundering syndicates and professional money laundering facilitators.

Peter MatsisPeter Matsis, Smartly

"Smartly product overview"
Saturday, 30 July 2022 at 11:45am

Want to know how Smartly works for your clients? Join us for a live demo of Smartly to get a feel for the new layout and learn about some of our awesome features that make it simple to run a pay and more! We’ll cover:

  • An overview of the Smartly product
  • Employee self service and the Smartly app
  • Submitting leave requests and timesheets
  • Running a pay and One Touch Pay
  • Reporting
  • Setting up and terminating employees
  • Xero integration, timesheet imports and labour costing
  • Smartly’s new features

Richard BraaeRichard Braae, Inland Revenue

"The Future of Tax " 
Friday, 29 July 2022 at 12:30pm

Richard has been a Policy Advisor at Inland Revenue for the past 6 years, following roles in the private and public sector, which spanned the health, transport and housing sectors. Proving that Policy Advisors can be fun, when asked for his profile Richard felt the most important thing to mention is that his average Wordle score is 4.5.

Richard will be participating in The Future of Tax Panel with colleagues, Corey Sinclair and Keith Taylor.


Rogan ClarkeRogan Clarke, Inland Revenue

"The Future of Tax " 
Friday, 29 July 2022 at 12:30pm

Rogan Clarke is currently working as Director of Digital Change at Inland Revenue where he has responsibility for driving the development of the organisation’s digital channels as part of Inland Revenue’s ongoing Business Transformation Programme. Before joining Inland Revenue Rogan was General Manager of Vector’s smart metering subsidiary, Advanced Metering Solutions (AMS) and prior to that Head of BNZ Digital at Bank of New Zealand. Before moving to New Zealand, Rogan was based in Sweden working in various digital change and leadership roles in the financial, retail and travel sectors.


Shane WillisShane Willis, Acume

"How will einvoicing affect me and my customers, the definitive answer." 
Saturday, 30 July 2022 at 11:15am

Shane is the Head of Finance Processing Disruption for Acume.  

Shane has seen from the inside what the transformation of back office workflow consulting and the automation of manual business functions including accotuns payable and accounts receivable. Streamlining those process using powerful but simple software solutions has always been a good idea, but it has now shifted to a new phase with the adoption of Peppol by the NZ and Aus governments. Peppol has opened the door to fast, inexpensive and secure transactions for business of all sizes.

This session focusses on eInvoicing.  Everyone has now heard about einvoicing, but there are still a lot of questions about how it will affect both individual business and bookkeepers.  In this presentation Shane, together with Jordan Redpath, will go through the various scenarios that business will consider when looking for an einvoicing solution to best meet their needs.  They will cover of the reporting scenarios that affect the way that information is received and processed by a business and look at the ways that this can be applied to einvoicing.


Simonne LileySimonne Liley, UpTraining

"The Mental Audit – Future Focused Thinking" 
Friday, 29 July 2022 at 3:00pm

An ex-bookkeeper and trained on the job accountant, Simonne supports her industry of more than 24+ years with profiling, training and coaching. A love of people and behavioural processes, Simonne recognises that increasing revenue is not the only part of the wealth equation. Extensive studies in Mental Fitness, Positive Psychology, Behavioural Profiling and a Master NLP Practitioner, Simonne is passionate in identifying, understanding and removing disempowering thought and behaviour patterns that get in the way of our full potential. Fulfilment and success are an inside job.

When we go to conferences and workshops, if we are lucky, we come away jazzed and pumped full of ideas. The best of intentions of implementing…and then, well even with all the best of intentions, we don’t. Find out why and more importantly how to change that. It isn’t what you think, it is HOW you think. A lively and engaging session to evaluate, understand, and gain simple, fast and effective tools to future proof your mental strategies for your future focus.


Will MiaoWill Miao, Worldline

"What is open banking, and why should I care?" 
Saturday, 30 July 2022 at 10:00am

Will enjoys putting his innovative thinking and product design experience into solving complex problems with big impacts. This is why he has been revolutionising the way kiwis pay with new digital technologies. As the Head of Online Payments at Worldline New Zealand, he looks after new payments methods powered by New Zealand’s first open-banking platform, OPEN by Worldline. Will also sits on the business working group for Payments New Zealand’s API council where he actively contributes to the development of open-banking standards.

The world of financial services is teemed with jargons. And open banking is yet another one. However, this new emerging trend has potential to change how you and your client does business in a fundamental way. In this session, which is presented with Will's colleague, Gary Patterson, they will take you through what open banking is, some current and future use cases, and most importantly, how you can leverage open banking to make your and your clients’ lives easier.


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