Program. IPA Victoria Congress Thursday 3 - Friday 4 March 2016 RACV Resort, Torquay. IPA Victoria Congress 2016 Thursday 3 - Friday 4 March

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Program IPA Victoria Congress Thursday 3 - Friday 4 March 2016 RACV Resort, Torquay Thursday 3 - Friday 4 March publicaccountants.org.au/viccongress2016 1

General information Location & Venue RACV Torquay 1 Great Ocean Road Torquay Located within the backdrop of the Torquay and Jan Juc beaches, RACV Torquay offers spectacular ocean views, direct beach access and a variety of benefits and facilities including the luxurious One Spa and the picturesque Torquay Golf Course. Only a 75 minute drive from the Melbourne CBD, RACV Torquay is at the gateway to one of the world s most stunning coastal drives. Why not make a long weekend of it and take advantage of the stunning surroundings and the local Torquay attractions. Join us in March 2016 to enjoy the beauty of Torquay and benefit from the best in professional development at the IPA Victoria Congress. For more information about RACV Torquay click here. Thursday 3 - Friday 4 March 2

General information Accommodation Special accommodation rates have been negotiated for delegates at two locations. RACV Torquay Room Type Golf/Ocean View King/Twin Premium Ocean View King/Twin RACV Member Rate Non-RACV Member Rate $226.00 $256.00 $273.00 $309.00 These rates include a full buffet breakfast for up to two guests served in the Number One Restaurant. How to book Accommodation is to be booked directly with RACV Torquay by calling 03 5261 1600 and dial 1 for reception. Quote the reservation number IPA Conference to receive the negotiated rates. A deposit of one night s accommodation will be required upon booking with the balance payable prior to departure from RACV. Any cancellations of bookings within 24 hours of the arrival date will incur a cancellation fee of one night s accommodation. Wyndham Resort Torquay Based approximately 10 minutes drive from RACV Torquay, the Wyndham Resort can provide accommodation for delegates at the rate of $200 per single share hotel room (including breakfast) or $220 twin share (including breakfast for two people). How to book Accommodation is to be booked directly with the Wyndham by calling 03 5261 1500. Quote the code IXX to receive the negotiated rates.. Alternative Accommodation Options If you would prefer to book alternative accommodation in Torquay, please click here for further accommodation options. Parking Free parking will be available for delegates at RACV for the duration of the congress. Please contact RACV Torquay on 03 5261 1600 if you have questions regarding the parking available. For guests to obtain the RACV Member rate, they will need to provide evidence of a valid RACV membership upon check in. Guests can join as an RACV Personal Member for $32.00 per year to access the member rate at RACV venues. This can be done online or by calling 13 7228. Thursday 3 - Friday 4 March 3

Program An indication of the program content and timing can be found below. Please note the final program will be available in early 2016. Stay up to date with the Congress developments by visiting publicaccountants.org.au/viccongress2016 Wednesday 2 March 2016 6.30pm Day 1 - Thursday 3 March 2016 Delegates and sponsors arriving early are invited to join the Masters of Ceremonies (Michael Linke and Petris Lapis), some Keynote and Technical Presenters and IPA Staff for informal drinks and casual dining (at own expense) in White s Paddock Bistro, at the RACV Torquay Resort. Please RSVP to leah.norton@publicaccountants.org.au by 29 February 9 CPE Hours 6.30am 7.30am 8.30am 8.40am 9.00am 9.10am 10.40am 11.00am Breakfast available in Number One Restaurant Registration desk opens Great Ocean Ballroom Welcome by Masters of Ceremonies, Michael Linke and Petris Lapis FIPA Official Opening by Darren Lyons, Mayor City of Greater Geelong (TBC) Opening comments President, IPA, Wendy Leegel FIPA and CEO, IPA, Andrew Conway FIPA Presentation 1 Plenary (Keynote) From Bean Counter to Business Adviser The 7 Key Ingredients to Business Success Jason Cunningham, Director, The Practice, Media Commentator and Author Morning Tea Presentation 2 - Plenary (Panel) Pushing the Boundaries: The Transition Tactics of 3 Courageous Practices Jamie Johns FIPA, Director and Founder, Sky Accounting Amanda Newton MIPA, Principal Logociis Pty Ltd Nicholas Pateras MIPA. Principal, Wilson Pateras, Accountants and Advisers Facilitator: Vicki Stylianou, EGM Advocacy and Technical, IPA Thursday 3 - Friday 4 March 4

Program Day 1 - Thursday 3 March 2016 9 CPE Hours 12.30pm 1.15pm 2.10pm Presentation 3 Concurrent Sessions 3A Behavioural Insights: What do we Know about How People Make Financial Decisions? Dr Christine Brown (VIC), Professor of Finance, Monash University Lunch Presentation 4 Concurrent Sessions 3B Insolvency: How it Affects Public Accountants and their Clients Ivan Glavas FIPA, Partner, Worrells Solvency and Forensic Accountants 3.00pm 3.50pm 4.30pm 4.50pm 5.40pm 6.30pm 7.30pm 8.45pm 9.30pm 11.15pm 4A The Pitfalls of Legal Process as it Affects Accountants How Not to Get Caught Up in the Mess Radhika Kanhai, Partner, Cornwall Stoddart Lawyers and Andrea Mapp, Barrister 4B Records in the Cloud Head in the Sand? David Sauer FIPA, Accountant, Auditor and Trainer Presentation 5 Plenary (Keynote) The Small Business and Family Enterprise Landscape Dr Craig Latham, Deputy Commissioner, Office of the Australian Small Business Commissioner Presentation 6 Plenary (Keynote) The Australian Financial Sector Post the Murray Inquiry Kevin Davis, Professor of Finance, University of Melbourne Afternoon Tea Presentation 7 Plenary (Keynote) 15 Lessons Learnt in 40 years of Business Ivor Worrell, Executive Chairman, Worrells Group Education Sessions End and Registration Desk Closes Pre-dinner Drinks, Winetasting and Mood Music in the Whites Paddock Bistro area Official Congress Gourmet BBQ (Outdoors/Indoors) Guest Speaker, Peter Hudson, Australian Rules and Hawthorn Football Club legend (courtesy of Bupa) Music and Dancing CLOSE Thursday 3 - Friday 4 March 5

Program Day 2 - Friday 4 March 2016 9 CPE Hours 6.30am 8.15am 8.40am 8.45am 9.30am 10.20am 11.25am 11.30am 12.50pm 1.45pm 2.35pm 3.30pm 3.50pm 4.40pm Breakfast available in Number One Restaurant (included in accommodation if you are staying at RACV) Registration desk opens Recap on Day 1 and Outline for Day 2 (Michael Linke, MC) Presentation 8 Plenary (Keynote) Tax Reform Debate Update and What to Expect from the 2016 Federal Budget - Trends Impacting Accounting Practices Tony Greco, General Manager, Technical Policy, IPA Presentation 9 Plenary (Keynote) General Insurance Cost or Protection? Professor Allan Manning, Managing Director LMI Group Presentation 10 Plenary (Keynote) Franchising:, New Rules, New Rights and New Responsibilities Dr Michael Schaper FIPA, Deputy Chair Australian Competition and Consumer Commission Morning Tea Presentation 11 Concurrent Session 11A SMSF Trustee Education and Getting the Price Right for Your SMSF Advice Julie Dolan, Managing Director, SMSF Blueprint and Tracey Besters, CEO & Co-Founder SMSF Design Lunch 11B Cutting the Clutter in Financial Reporting and Brace Yourself for the New Revenue Standard David Sauer FIPA, Accountant, Auditor and Trainer and Theashen Vandiar, Accountant, KnowledgEquity Presentation 12 Plenary (Keynote) Crystal Ball Gazing Where are Australia s and the World Economy Heading? Dean Pearson, Strategic Speaker on Behavioural and Industry Economics, NAB Presentation 13 Concurrent Session 13A Fight or Flee - Are You Prepared for the FOFA Game Changing Advice Rules from 1 July 2016? Vicki Stylianou, EGM, Advocacy and Technical, IPA Afternoon Tea 13B Succession Planning: What are my Options and how do I Ensure the Best Outcome? Bob Neill, Director, Seaview Consulting Presentation 14 Plenary (Keynote) Anti-Money Laundering and Counter-Terrorism Financing Richard Bunting, Director Policy and Guidance, Strategic Intelligence and Policy Branch, AUSTRAC Presentation 15 Plenary (Keynote) How to Harness the Power of Your Intuition and Make Better Decisions Petris Lapis FIPA (QLD), Speaker, Trainer, Author 5.30pm 6.00pm Award of Sponsors Prizes and Closing Comments Departure Thursday 3 - Friday 4 March 6