Tertiary Education Management Series Faculty Finance Officers’ Workshop 2015 An interactive learning experience designed to update and expand the skillset of faculty finance professionals This exciting new hands-on course will fast-track the acquisition and development of key skills and knowledge demanded of faculty finance professionals. KEY LEARNING OUTCOMES: • Gain an understanding of the changing finance environment within Higher Education and the implications for faculties • Strategies and tools to achieve more positive engagement between faculty finance and academic staff to increase efficiency and deliver better performance outcomes • Practical strategies for dealing with academics and other nonfinancial managers on a variety of matters • Overview of typical Higher Education governance and reporting frameworks • Understand the bigger picture of finance • Examine the evolution of faculty budgeting, cost management and forecasting techniques • Effective partnering with Faculty Management, Deans, Department and Divisional Heads • Emerging skillset of faculty finance professionals • Increase your confidence and credibility in influencing senior leadership WHO WILL ATTEND Managers and professionals from a variety of tertiary education intuitions in roles spanning: • Faculty Finance • Finance / Accounting 16 February 2015, Melbourne 19 February 2015, Sydney 23 February 2015, Brisbane EARLY BIRD AND GROUP DISCOUNTS AVAILABLE Register & Pay by 18 November 2014 to receive additional Value Plus Discounts! Please note participant numbers will be strictly capped to ensure a quality, interactive experience for attendees CPD/CPE Guide Clock up to 7 hours of structured learning!* * Check with your local professional association or society for eligibility. Phone: +61 2 8239 9700 Fax: +61 2 8239 9777 www.liquidlearning.com.au Booking Code - WN EXPERT FACILITATOR Lindsay Dewberry, CPA • Faculty Business Principal • Faculty Management Panache Training and Consulting • Budgeting / Strategy / Planning • Divisional Management Faculty Finance Officers’ Workshop 2015 WORKSHOP BACKGROUND WORKSHOP AGENDA The tertiary education sector has entered into a new era of transformation with shifting priorities and emerging commercial challenges that are global in scale. Faculty finance professionals have a key operational role to play in achieving organisational success in this environment. The changing finance environment within Higher Education This practical course has been designed to provide a much needed toolkit for finance officers and managers in a variety of institutions. It focuses on the key skills and tools that can provide an immediate measurable impact upon performance of their faculty. Strategies and tools to achieve both efficiency and productivity / performance improvement are also explored. • The impact of funding reform and heightened competition on University finance • Understanding the priorities of the CFO and University leadership Participants will also benefit from practical guidance on how to influence and educate faculty management, non-financial managers and academics on a variety financial management issues. They will also learn better utilise budgets and financial reports and appreciate the importance of integration, management responsibility and accountability. The majority of attendees in this course will be trained in accounting / finance. Other professionals who do not have this training should consider attending the accompanying course designed for those without accounting qualifications: Higher Education Finance for Non Finance Professionals Workshop 2015 INTRODUCING YOUR FACILITATOR Lindsay Dewberry, CPA Principal Panache Training and Consulting Lindsay Dewberry is the Principal of Panache Training & Consulting Pty Ltd and is involved in the development and delivery of training programs across workplace and academic environments. After completing an economics degree at Monash University, Lindsay worked for more than 20 years in the financial services industry, where he held a variety of senior accounting and management roles while also completing a post graduate qualification in accounting. A long standing CPA in his own right, Lindsay commenced his consulting business in 2000 and has gained significant expertise in the areas of performance measurement and external accounting. His experiences span many of the services industries, federal, state and local governments, higher education, not for profit and manufacturing sectors, with a significant client base across both large and small organisations. • Developing strategic awareness and an understanding of the changing business model of Higher Education Emerging trends in planning and budgeting • The link between Strategic/Operational Planning and budgeting • Emerging Strategic Objectives for Universities • Achieving faculty-institutional alignment • Emerging tools and trends Trends in University Performance Reporting • Holistic Dashboard reporting in Higher Education Effective partnering with Faculty Management, Deans, Department and Heads • Overcoming the communication barrier • Getting Faculty “buy in” - aligning your approach with the changing needs of decision makers • Influencing strategies • Communicating financial realities to non-financial managers • A “service” culture - Providing financial advice and technical support to faculty heads and senior management • Dealing with compliance (and non-compliance!) - Communicating obligations and compliance realities (expenses management, FBT exposures etc) Emerging Skillset of Faculty Finance Professionals • Reviewing the emerging skill set of higher education finance professionals • Providing mentoring and leadership to faculty staff WORKSHOP SCHEDULE • 8.30 - 9.00 Registration • 9.00 - 10.40 Session One • 10.40 - 11.00 Morning Tea TRAINING DELIVERY AND CUSTOMISATION • 11.00 - 12.30 Session Two This workshop will be delivered using a three-tiered approach. The structure of each session is as follows: 1. Technical overview of the topic area under discussion 2. Practical application of management principles in the review of case studies, worked examples and interactive exercises 3. Discussion of subject outcomes and implementation issues • 12.30 - 1.30 Lunch • 1.30 - 3.00 Session Three • 3.00 - 3.20 Afternoon Tea • 3.20 - 5.00 Session Four • 5.00 Close of Workshop PRE-COURSE QUESTIONNAIRE Issued to participants prior to the course to ensure your needs are met Workshop participants will have the opportunity to include comments and questions about individual expectations, priorities and issues outlined in the program by way of a pre-course questionnaire. This feedback will enable the course facilitator to address individual questions and concerns. SUPER SAVER DISCOUNT Receive $200 off registration if you register and pay by 16 December 2014 CPD/CPE Guide Clock up to 7 hours of structured learning!* * Check with your local professional association or society for eligibility. Faculty Finance Officers’ Workshop 2015 16 February 2015, Melbourne 19 February 2015, Sydney 23 February 2015, Brisbane Booking Form VALUE PLUS DISCOUNT SUPER SAVER DISCOUNT EARLY BIRD DISCOUNT Receive $300 off registration if you book and pay by 18 November 2014 Receive $200 off registration if you book and pay by 16 December 2014 Receive $100 off registration if you book and pay by 15 Janurary 2015 Organisation Name 1 Registration Information Address Title Suburb Full Name or TBA Title Position State Full Name or TBA Title Position Phone Fax Postcode Full Name or TBA Position Phone Fax Phone Fax Email Email Email Please select the city you wish to attend: 16 February 2015, Melbourne 19 February 2015, Sydney 23 February 2015, Brisbane Please select the city you wish to attend: 16 February 2015, Melbourne 19 February 2015, Sydney 23 February 2015, Brisbane Please select the city you wish to attend: 16 February 2015, Melbourne 19 February 2015, Sydney 23 February 2015, Brisbane * Please photocopy this form if more than three will attend 2 Please confirm my registration for the Faculty Finance Officers’ Workshop 2015 c No. # Options (per person) Your Investment Workshop (1 Day) Standard Rate $1195 + GST = ($1314.50) Early Bird Rate* Super Saver Rate** Value Plus Rate*** $1095 + GST = ($1204.50) $995 + GST = ($1094.50) $895 + GST = ($984.50) * Receive $100 off registration if you register and pay by 15 Janurary 2015 ** Receive $200 off registration if you register and pay by 16 December 2014 *** Receive $200 off registration if you register and pay by 18 November 2014 TOTAL incl GST Note: Course materials, refreshments & lunches are included.Travel and accommodation are NOT included. All Prices listed in Australian Dollars Group Discounts Available: 3 – 4 people: 10% off Standard Rate 5 – 7 people: 15% off Standard Rate FFW0215 - WN 8 + people: 20% off Standard Rate Conditions: Group Discounts apply for bookings made simultaneously and on one invoice only. Only one discount applies. Group discounts apply to standard rates only. Group discounts are not applicable to the Super Saver and Early Bird rates. Liquid Learning Group reserves the right to have sole discretion on an organisation’s eligibility for discounts. Fax this form to: Please Note: Payment is required prior to attending this event. 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