1. business and industrial

The 3rd Annual Strategic
Management Accounting
Forum 2015
Proven and Innovative Methods for Management Accountants
to Strengthen Business Performance and Streamline
Practices
Liquid Learning is delighted to present The 3rd Annual Strategic
Management Accounting Forum 2015, the premier professional
development event for people working in Management Accounting.
The case study driven Forum will provide expert insight into current
trends and innovative techniques to raise your financial skills and
elevate organisational performance.
FEATURED SPEAKERS
Jason Fullerton-Smith Chief Financial Officer
Kordia
Wayne Morgan Chief Financial Officer
Victoria University of Wellington
Kent Durbin Chief Financial Officer
Douglas Pharmaceuticals
Nikki Fowler Financial Controller
AMP
Mark Conelly Chief Financial Officer
The Warehouse Group
Barry Vryenhoek Chief Financial and Information Officer
Gisborne District Council
Kate Jorgensen Chief Financial Officer
KiwiRail
Jai Basrur Director
CGB Consulting Limited
Dr Davood Askarany Senior Lecturer
University of Auckland
Dr Paul Duignan Director
Parker Duignan
Ngaire Newland Business and Life Coach
Be More Now
Pre-Forum Workshop
15 September 2015
Forum
16 September 2015
Post-Forum Workshop
17 September 2015
Stamford Plaza Auckland
EXPLORE
Adapting to emerging trends in a
constantly growing and changing field
Improving budgeting and forecasting
techniques for more efficient
operation and increased profitability
Aligning data with strategy and
explaining reports to senior
management and board members
Cutting-edge innovation from multiple
aspects of the field to improve
efficiency and benefit the bottom-line
EARLY BIRD DISCOUNTS
Book & Pay by 17 June 2015 to
receive an additional Value Plus Discount!
Phone: +64 9 927 1500
Fax: +64 9 927 1525
www.liquidlearning.co.nz
Booking Code - I
Pre-Workshop 15 September 2015
9.00 - 4.30
Beyond Work / Life Balance: Strategies to Improve Efficiency and Time Management as a Finance Professional
The role played by finance teams has steadily grown over the last few years, and the workload placed on those in finance and management
accounting roles has increased exponentially. Managing this increased workload effectively, as well as integrating unplanned activities that add to the
load, requires a focus on developing the skills to efficiently sort through and prioritise tasks.
Balancing the requirements of the job with the needs of day to day life takes considerable skill. Mastering this balance will allow for less stress in
the workplace and more time to pursue other goals within the business or outside of the office. By understanding the challenges of work and the
behaviours that limit yourself, it is possible to become a more capable and efficient finance professional, resulting in better performance and more
spare time.
This workshop will look at techniques to identify avenues to improve your performance and better manage your time and resources. It will help you
to reflect on issues at an individual and at a team level, with the goal being to help you achieve greater results with the available time and resources.
Ngaire Newland specialises in understanding how work fits in with the bigger picture, and how to effectively achieve success in both the workplace
and at home. In this workshop, she will draw on her experience to:
• Demonstrate how to get the most out of every aspect of life
• Apply a series of techniques to get the most out of yourself and others
• Achieve greater results immediately with the limited resources available
Expert Facilitator:
Ngaire Newland Business and Life Coach
Be More Now
Ngaire Newland is a Chartered Accountant with over 15 years’ experience running training workshops. Over the years she has built a framework for
people to achieve their goals in both their work and home life, based around the idea of being more and doing less.
A strong believer in living an authentic and intentional life, Ngaire developed this system by reorganising her own life in order to accomplish her own
goals and still make time for her family. She is pragmatic and innovative, and is a member of the International Coach Federation.
WORKSHOP SCHEDULE
•
8.30 - 9.00
•
11.00 - 12.30 Session Two
•
3.00 - 3.20
Afternoon Tea
•
9.00 - 10.40 Session One
Registration
•
12.30 - 1.30 Lunch
•
3.20 - 4.30
Session Four
•
10.40 - 11.00 Morning Tea
•
1.30 - 3.00
•
4.30
Close of Workshop
Session Three
ALSO AVAILABLE
Transitioning from Accountant
to Finance Leader
Masterclass 2015
3 & 4 August 2015
Wellington
SUPER SAVER DISCOUNT
Receive up to $200 off registration if you
register and pay by 15 July 2015
Women in Banking and
Financial Services
Leadership Summit 2015
18, 19 & 21 August 2015
Stamford Plaza Auckland
Phone: +64 9 927 1500
Fax: +64 9 927 1525
www.liquidlearning.co.nz
Improving Operational Efficiency
Forum
16 September 2015
11.40 - 11.50 Questions and Discussion
11.50 - 12.30 CASE STUDY
8.30 - 8.55
Registration and Morning Coffee
8.55 - 9.00
Official Welcome and Opening Remarks from
the Chair
9.00 - 9.40
Developing strategic partnerships for more
effective business operations
Staying competitive in the market and offering extra value
for customers are vital to maintaining a healthy business. As
markets continue to diversify and grow, businesses will need
to find new ways to become more efficient, more productive
and more innovative. An often overlooked opportunity
for businesses looking to better their operations without
introducing complicated new infrastructure or systems, is
the partnership. Wayne Morgan, Chief Financial Officer for
Victoria University of Wellington, will provide insight into
partnering with other businesses in order to add value and
benefit an organisation. He will discuss:
• Identifying and weighing the costs benefits of partnerships
• Techniques for successful partnering
• Increasing company performance using a partner
OPENING KEYNOTE CASE STUDY
How Management Accountants can help drive
business performance
As the role of the Management Accountant shifts, finding
one’s place within the company structure can be a challenge.
Jason will provide a CFO’s perspective on the business input
and finance team leadership that they hope to receive from
the exceptional Management Accountant, and offer insight
into the value Management Accountants add to a business.
He will draw on his experiences with Kordia to discuss:
• Understanding the role from a senior perspective
• Avenues for Management Accountants to add value
• Techniques for enhancing company operations
9.40 - 9.50
Wayne Morgan Chief Financial Officer
Victoria University of Wellington
Jason Fullerton-Smith Chief Financial Officer
Kordia
12.30 - 12.40 Questions and Discussion
Questions and Discussion
12.40 - 1.40 Networking Lunch
9.50 - 10.30 CASE STUDY
Achieving Best Practice: Techniques for
achieving business objectives
1.40 - 2.40
Nikki Fowler Financial Controller
AMP
Kate Jorgensen Chief Financial Officer
KiwiRail
Jai Basrur Director
CGB Consulting Limited
Mark Conelly Chief Financial Officer
The Warehouse Group
10.30 - 10.40 Questions and Discussion
10.40 - 11.00 Morning Tea
11.00 - 11.40 EXPERT COMMENTARY
Accounting techniques are constantly being adapted and
enhanced. When an innovative idea emerges, it can take
some time before it is adopted by the majority. Dr Davood
Askarany is an expert in the spread of innovative ideas in
the Management Accounting profession. In this session,
he will look at how these new systems and processes
disseminate and become the new standard. Dr Askarany
will look at the cost of innovation and implementation
and offer insights into the risks and benefits of adopting
innovative ideas. He will discuss:
• Diffusion of innovation: Understanding the spread of ideas
• Lessons from abroad: Comparisons with Australia and
the UK
• The effects of implementing innovation in a business
Dr Davood Askarany Senior Lecturer
University of Auckland
Adapting to a changing landscape: Adjusting
strategies to accommodate emerging trends
Management accounting processes and tools are often
affected by changes in the way business is conducted or
operated. Businesses who fail to adapt or engage with these
trends appropriately are often left at a disadvantage, and in
some cases fallen behind the competition. Looking at trends
affecting management accounting and understanding how
to respond to these shifts are vital skills for any one working
in this field. In this interactive discussion, finance leaders will
discuss how they identify and adapt to emerging trends in
business, and how this builds resilience and adds value to
their organisation. They will discuss:
• Current trends in management accounting
• The scope for innovation in finance operations - Emerging
tools and skill sets
• Management accounting’s expanding role as a business
partner
Improving the functionality of an organisation is a constant
and evolving process. Harnessing insights from data
and reports will highlight solutions and possible areas for
business improvement. At face value, these solutions can
seem to be very specific or unique to the organisation as
they are designed to address specific issues identified.
This is not always the case however, certain solutions and
techniques will help improve functionality and effectiveness
of any organisation. Nikki Fowler has been working with
AMP for close to a year, and in that time has begun to use
the lessons she learnt in her former role to pave a way to
increased effectiveness. She will explore:
• The path to best practice
• Lessons learned for business improvement
• Implementing techniques in a new organisation
Diffusion theory: The dissemination of innovation
in Management Accounting tools and techniques
INTERACTIVE PANEL DISCUSSION
2.40 - 3.20
CASE STUDY
Aligning costing / pricing process with operational
behaviour to increase financial performance
Management accountants play a key role in maintaining
the profitability of their business. Identifying dysfunctional
behaviour and rectifying it in order to prevent losses and
increase profitability falls upon their shoulders. Over the last 5
years, Douglas Pharmaceuticals have gone through largescale internal review of the costing and pricing functions
which has led to significant changes, including implementing
a new costing framework, improving internal transfer pricing
transparency and establishing a pricing committee. Kent
Durbin will reflect the analysis conducted by the team at
Douglas and how they aligned the data with their business
objectives to produce a stronger, more sustainable model. He
will explore:
• Identifying and eliminating dysfunctional behaviours
PLUS TWO WORKSHOPS!
VALUE PLUS DISCOUNT
Plus Two Separately Bookable Full-Day
Workshops on 15 & 17 September 2015
Receive up to $300 off registration if you
register and pay by 17 June 2015
u
New Directions for Management Accounting
• Breaking down business dialogue to produce beneficial
outcomes
• Reinforcing more efficient, more profitable behaviour
Kent Durbin Chief Financial Officer
Douglas Pharmaceuticals
3.20 - 3.30
Questions and Discussion
3.30 - 3.50
Afternoon Tea
3.50 - 4.30
CASE STUDY
New directions in forecasting and reporting
Reporting and forecasting are key functions of a finance
team, enabling the business to make timely, well informed
decisions regarding business strategy. Though these facets
are common to all finance teams, the techniques used are
not universal. Drawing a wealth of experience in a range of
finance roles, Barry Vryenhoek will examine both reporting
and forecasting and how to get the most value from each.
He will explore best practice techniques and look at new and
emerging innovative approaches. The session will discuss:
• Effective and concise reporting
• Maximising forecasting efficiency
• Adding value through best practice reporting / forecasting
Barry Vryenhoek Chief Financial and Information
Officer
Gisborne District Council
4.30 -4.40
Questions and Discussion
4.40
Concluding Remarks from the Chair
NETWORKING RECEPTION
4.40 - 5.40
Make the most of your Liquid Learning experience, join us to
network over complimentary canapés and drinks
WHO WILL ATTEND
ABOUT THE EVENT
The role Management Accountants play within their business is
growing increasingly important to the function of the business as
a whole. Increased workloads, expanding globalised demand and
shifting objectives within businesses put new pressures on those
working in the field.
The 3rd Annual Strategic Management Accounting Forum will
bring together leaders and innovators from the sector and explore
the cutting edge in Management Accounting. Case studies
coupled with Expert Commentaries will provide a comprehensive
examination of emerging trends and best practice approaches to
forecasting, data management, reporting, and capital allocation
as well as developing communication, negotiation and change
management skills.
Follow this event on Twitter using the event hashtag
#SMAF15z and @LiquidLearning for daily industry
updates!
TRAINING EVENTS
Public Sector
Financial Modelling
Masterclass 2015
11 & 12 November 2015
Wellington
Policy Analysis, Development
and Implementation
Toolkit 2015
23, 24 & 25 June 2015
Wellington
Finance leaders and specialists in Management Accounting focussed
roles including:
•
Management Accounting
•
Finance Managers
•
Chief Financial Officers
•
Finance Directors
•
Financial Controllers
•
Business Analysts
•
Corporate Services
•
Planning and Analysis
•
Forecasting/Budgeting
•
Strategic Planning
Developing Scorecards,
Dashboards and KPIs
Masterclass 2015
4 & 5 August 2015
Wellington
SUPER SAVER DISCOUNT
EARLY BIRD DISCOUNT
Receive up to $200 off registration if you
register and pay by 15 July 2015
Receive up to $100 off registration if you
register and pay by 12 August 2015
Post-Workshop
17 September 2015
9.00 - 4.30
The Toolbox and Competencies of the Strategic Management Accountant - Business Partner and Change Agent
As Roslender and Hart (2010) have argued, if Strategic Management Accounting means anything at all, it means accountants moving beyond the
traditional areas of accounting. The Strategic Management Accountant needs to broaden his or her perspective into the area of wider business
strategy. While it’s easy to talk about doing this, you really need simple but powerful tools and approaches to really make it happen. This Workshop
will provide an alternative technique for developing strategy at any level by using a visual model (called a DoView Outcomes Model) of all of your
financial and non-financial results and the steps that you need to put in place to achieve them. This approach provides the best elements of other
well known tools such as Strategy Maps and Balanced Scorecard, providing an even more powerful method that you can apply to many areas of
your Management Accounting or strategy work, including:
• Overall strategy development
• Competitive analysis
• Customer experience analysis
• KPI identification
• R&D priorities
• Reporting on strategic measurement information in a meaningful context
Think of it as a versatile Swiss Army Knife of an approach which you can use in multiple situations you face in your accounting role. The session will
explore how to use this model to increase efficiency in multiple facets of the Management Accounting function.
Defining your strategic objectives
• Visualising management’s business objectives
• Using this to communicate with governance, management, staff and strategic partners
• Thinking about scenarios for the future and how you can transition between them
Competitive analysis
• Determining your fundamental competitive posture using a Competitive Analysis model
• Identifying competitive threats you need to counter
• Identifying strategic partnerships you need to develop
• Identifying customer benefits / pain-reduction points
Ensuring organisational alignment
• Identifying priorities on your visual model
• Ensuring there is ‘Line-of-Sight’ alignment between priorities and projects and identifying strategic gaps and overlaps
Customer Experience Pathway
• Identifying the Customer Experience Pathway using a Customer Experience Pathway model
• Identifying key priority touch points where you will need to get the customer experience right
Measurement and KPIs
• Identifying KPIs from an Outcomes Model
• Identifying accountability of different units within your Corporate for different KPIs
Identifying R&D priorities
• Identifying key R&D projects against an Outcomes Model
Reporting back meaningful data
• Reporting results back against an Outcomes Model
• Allowing for discussion of risks and key strategic issues that are currently inadequately measured
Expert Facilitator:
Dr Paul Duignan Director
Parker Duignan
Dr Paul Duignan Director Parker Duignan Consulting, DoView Outcomes Systems, Honorary Research Fellow Massey University
Dr Paul Duignan is a New Zealand and international specialist in using visual modelling for strategy, organisational alignment and results
measurement. He has worked on strategy, outcomes and measurement for many organisations in New Zealand and internationally including the IMF.
He has developed a new technique for visualising strategy, the DoView Outcomes Model approach.
WORKSHOP SCHEDULE
•
8.30 - 9.00
•
•
Registration
•
11.00 - 12.30 Session Two
•
3.00 - 3.20
9.00 - 10.40 Session One
•
12.30 - 1.30 Lunch
•
3.20 - 4.30
Session Four
10.40 - 11.00 Morning Tea
•
1.30 - 3.00
•
4.30
Close of Workshop
Phone: +64 9 927 1500
Fax: +64 9 927 1525
www.liquidlearning.co.nz
Session Three
Afternoon Tea
SPONSOR TODAY!
Limited sponsorship and exhibition opportunities
available. For your chance to brand yourself as a
market leader, please call: +64 9 927 1500 or email:
[email protected]
The 3rd Annual Strategic
Management Accounting Forum
2015
15, 16 & 17 September 2015
Booking Form
Stamford Plaza Auckland
22-26 Albert St Auckland 1010
Ph: +64 9 379 6445
VALUE PLUS DISCOUNT SUPER SAVER DISCOUNT EARLY BIRD DISCOUNT
Receive up to $300 off registration if
you register and pay by 17 June 2015
1
Receive up to $200 off registration if you Receive up to $100 off registration if
you register and pay by 12 August 2015
register and pay by 15 July 2015
Organisation Name
Registration Information
Address
Title
Suburb
Full Name or TBA
Title
Position
State
Full Name or TBA
Title
Position
Phone
Fax
Fax
Phone
Email
c Pre-Workshop
c Forum
c Post-Workshop
Full Name or TBA
Position
Phone
Email
Postcode
Fax
Email
c Pre-Workshop
c Forum
c Post-Workshop
c Pre-Workshop
c Forum
c Post-Workshop
* Please photocopy this form if more than three will attend
2
Please confirm my registration for the 3rd Annual Strategic Management Accounting Forum 2015
c
Your Investment
No. #
Standard Rate
Early Bird Rate*
Super Saver Rate**
Value Plus Rate***
Three Days
Options (per person)
$2995 + GST = ($3444.25)
$2895 + GST = ($3329.25)
$2795 + GST = ($3214.25)
$2695 + GST = ($3099.25)
Two Days
$2195 + GST = ($2524.25)
$2095 + GST = ($2409.25)
$1995 + GST = ($2294.25)
$1895 + GST = ($2179.25)
One Day
$1295 + GST = ($1489.25)
$1195 + GST = ($1374.25)
$1145 + GST = ($1316.75)
$1095 + GST = ($1259.25)
* Receive up to $100 off registration if you register and pay by 12 August 2015
** Receive up to $200 off registration if you register and pay by 15 July 2015
*** Receive up to $300 off registration if you register and pay by 17 June 2015
Group Discounts Available:
3 – 4 people: 10% off Standard Rate
5 – 7 people: 15% off Standard Rate
8 + people: 20% off Standard Rate
TOTAL incl GST
Conditions:
Group Discounts apply for bookings made simultaneously. Only one discount applies. Group discounts apply to standard rates only. Group
discounts are not applicable to Value Plus, Super Saver and Early Bird rates. Discounts cannot be applied retrospectively and must be
claimed at the time of booking. Liquid Learning Group reserves the right to have sole discretion on an organisation’s eligibility for discounts.
Note: Course materials, refreshments & lunches are included. Travel and accommodation are NOT included. Registration Options are per
person only.
Email this form to:
3
[email protected]
or
All Prices listed in New Zealand Dollars
SMAF0915z - I
Call us on: +64
9 927 1500
Payment Details
Please Note: Payment is required prior to attending this event.
Credit Card Details - Please charge my credit card for this registration:
c Credit Card
Card Type
c Cheque (payable to Liquid Learning Limited)
c Electronic Funds Transfer
c Visa
c MasterCard
c American Express
Note: 2% surcharge applies to American Express payments
Card Number
Expiry
c Please invoice me:
Amount
Full Name as on card
Purchase Order No. #
Electronic Funds Transfer (EFT)
Please transfer funds directly to:
Westpac New Zealand Limited
Account Name: Liquid Learning Limited
Account No: 03 0252 0863638-00
SWIFT Code: WPACNZ2W
Cardholder’s Contact Number
Please quote ref SMAF0915z
and registrant name
Signature
5
Authorising Manager’s Details: This registration is invalid without a signature.
Name
Position
Signature
Date
X
Fax
Send To
4
Authorisation
X
7
Mail
+64 9 927 1525
*
Liquid Learning Limited
Level 18, BDO Tower
120 Albert Street
Auckland 1010 New Zealand
Registration Policy
If you are unable to attend this event, you may send a substitute delegate in your place at no additional cost. Please
advise us of any substitutions as soon as possible. Alternatively, you may transfer your registration to another event run
by Liquid Learning Limited. A 10% service fee may apply. Should you wish to cancel your registration, please notify us in
writing as soon as possible and a credit note will be issued valid for use towards any future event held by Liquid Learning
Limited in the twelve months following date of issuance. Cancellation notifications received less than 14 days from the
event running will receive a credit note to the value of the registration fee less a service fee of $400 plus GST. Liquid
Learning Limited does not provide refunds for cancellation. The prices above are based on one person per registration. It
is not possible for multiple people to attend within any day of the event on a single registration. Split tickets, i.e. a different
person attending each day of the event, can be arranged. A fee will apply. Please call us for details.
Liquid Learning Limited takes all care to produce high quality events that deliver as promised. All advertised details are
correct at time of publishing. However, when circumstances beyond our control prevail, we reserve the right to change
program content, facilitators or venues. We also reserve the right to cancel or reschedule events if circumstances arise
whereby performance of the event is no longer feasible, possible or legal. Liquid Learning Limited will not be responsible
for any loss or damage arising from any changes to or cancelling or rescheduling of an event. If an event is cancelled or
rescheduled, Liquid Learning Limited will make every effort to contact every registered delegate; if an event is cancelled
or you are unable to attend the rescheduled event you will be issued with a credit note valid for use towards any future
Liquid Learning Limited event held in the twelve months following date of issuance.
Email
:
Phone
[email protected]
)
+64 9 927 1500
Disclaimer
Liquid Learning Limited has taken due care in selecting qualified professionals as its authors and course facilitators. The
information provided by course facilitators is not produced by Liquid Learning Limited and should not be regarded as
advice. Liquid Learning Limited accepts no responsibility for reliance on such information and recommends that its clients
seek further professional advice.
Privacy Statement
Liquid Learning Limited is committed to your privacy. All information collected on this registration will be held in the
strictest of confidence and in accordance with the Privacy Act. Liquid Learning Limited will add your information to
a secure database. This will be used primarily to contact you for ongoing research, product development and notice
of future events and services offered by Liquid Learning Limited. Occasionally you may receive information from
organisations associated with Liquid Learning Limited. If you do not wish to receive such information please tick this
box:c
To update or have your details deleted please advise our Database team at Liquid Learning Limited,
Level 18, BDO Tower, 120 Albert Street, Auckland 1010 New Zealand, PH: +64 9 927 1500, FX: +64 9 927 1525,
email: [email protected]
© 2015 Liquid Learning Limited IRD 104 - 525 - 695