Class. CUP. Connect. Conference 2016

2-4 August 2016,  RACV Royal Pines Resort,  Gold Coast
The premium annual event for accountants and financial advisers

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About

This premium and unique event for accountants and financial advisers helps connect you with the right people, ideas and opportunities, so you can successfully grow your practice, optimise your use of technology and explore profitable new directions for managing your clients’ wealth.

Jointly hosted by Class and Countplus, it’s your opportunity to attend two conferences in one – you get to choose which sessions you want to attend.

This year, we’re taking things up a notch, with a greatly expanded agenda that includes two business streams, a Class technical and support stream, a larger partner showcase and a conference dinner.

Registrations are now open and places are filling fast – register today so you don’t miss out!

The conference takes place 2-4 August 2016 at the RACV Royal Pines Resort, Gold Coast. The value packed event includes:

  • Welcome drinks and networking on the eve of the two day conference
  • A joint opening session followed by 2 packed business streams
  • A dedicated technical and support stream for existing and future Class users
  • Partner showcase – check out the latest solutions from a wide range of trusted business partners
  • Conference dinner – relax and network with other attendees. Dinner only tickets are also available if you want to invite your partner or colleague.
  • Plus you will be able to claim CPD points

We look forward to welcoming you at the conference.

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Agenda

Tuesday 2 August 2016

5.00 - 6.30pmWelcome drinks and early registrationCLICK HERE TO VIEW THE FULL PROGRAM

Wednesday 3 August 2016

8.15amRegistration and coffee
9.15amWelcome and introduction Barry Lambert, Chairman, Class and Countplus
9.30amClass & conference insights
Kevin Bungard, CEO, Class
10.00amKeynote: Will Financial Planners take over Accountants or will the reverse be true?
Matthew Rowe, former CEO Hood Sweeney Adelaide, former Chair FPA
11.00amMorning teaMorning teaMorning tea
Stream 1
Industry & Business A
Stream 2
Industry & Business B
Stream 3
Class Technical & Support
11.30amClass Case Study
Karen Dezdjek, Relationship and Marketing Manager & Joshua Williams, Accounting Manager, SuperGuardian & PortfolioGuardian
Robo advice...what does it add to your business?
Mark Fordree, CEO, & Mark Hudson, CTO, Ignition Wealth
Class Support Clinics
11.30am: Property & Depreciation; tips & tricks for processing property transactions.
11.50am: Data feeds; hints, tips and effective troubleshooting.
12.15pmASX Investment Supermarket - highlighting mFunds
David Ho, National Distribution Manager, ASX
How to introduce Property Investment to your client - while maintaining the trusted adviser role
Brent Severino, CEO and Dominic W. Kelly, Director; Pacific Eastcoast
A close look at the latest Class product features
Peter Vassilakis, Product Owner, SMSF, Class; Ellen Brown, BDM, Class
1.00pmLunchLunchClass Support Desk
Drop by with your questions about Class.
2.00pmThe Connected Practice
Ben Ross, General Manager for Product Management, MYOB
Creating Massive Profitable Organic Growth in Your Accounting Business
Keith Abraham - Speaker, Author, Business Coach
Partner Integration Showcase
Depreciator: Simplifying request of depreciation schedules from Class
CaseWare: Increased speed and efficiency for SMSF audits.
2.45pmBuilding a great experience - Class product development landscape, recent features and future plans
Bob Groneman, CTO, Class
OneBox - technology that makes accounts receivable and reconciliation simple
John Powell, Chairman & Jeremy Coombe, CEO, OneBox
Class Support Clinics
2.45pm: Getting started with Class; best practice guide for smooth implementation.
3.05pm: Member Console; quickly identify opportunities and risks.
3.30pmAfternoon teaAfternoon teaClass Support Desk
Drop by with your questions about Class.
4.00pmSMSF Strategies
Grant Abbott, Chairman, SMSF Members Association
SMSF Audit Compliance: Is this a core part of your business
Steven Watson, CEO, Countplus National Audits

Class Support Clinics
4.00pm: Client view changeover & using document management; enhancing your client experience.
4.20pm: Transitioning your investment portfolios to Class; all you need to know.
4.45pmNetworking drinks
6.30pmConference Dinner

Thursday 4 August 2016

8.30amCoffee & networking
Stream 1
Industry & Business A
Stream 2
Industry & Business B
Stream 3
Class Technical & Support
9.00amLatest Insight on SMSF Legislation
Liz Westover, Director - Private Clients, PwC
Countplus closed session
by invite only
Class Support Clinics
9.00am: Getting started with Class; best practice guide for smooth implementation.
9.20am: Member Console; quickly identify opportunities and risks.
9.45amRobo Advice Panel - discussing the very real role that robo advice is set to play in our current and future lives.
Host: Ian Dunbar, Co-founder and Director, Afiniation with Peter Kirk, Director, Superfund Wholesale; Mark Fordree, CEO, Ignition Wealth; Greg Einfeld, Co-Founder, Plenty; Chris Brycki, CEO, Stockspot
Countplus closed session
by invite only
A close look at the latest Class product features
Peter Vassilakis, Product Owner, SMSF, Class; Ellen Brown, BDM, Class
10.45amMorning teaClass Support Desk
Drop by with your questions about Class.
11.15amSMSF Retirement Insights
Tracy Williams, CEO, Accurium
Countplus reserved
Class Support Clinics
11.15am: Property & Depreciation; tips & tricks for processing property transactions.
11.35am: Member Console; quickly identify opportunities and risks.
12.00pmA licence to print money: how you can make money from your limited advice licence with the right tools
Cameron O'Sullivan, General Manager Wealth Solutions, Rubik Financial
Countplus reserved
Class Portfolio - powerful accounting and reporting for investment portfolios
Richard Barber, Sales Director, Class
12.45pmLunchClass Support Desk
Drop by with your questions about Class.
1.45pmJoin the ETF revolution
Vinnie Wadhera, Director, Institutional Business and National Accounts, BetaShares
Understanding the ins and outs of business buyouts
Li-Jean Chew, Partner & Belle Jing, Senior Associate, Addisons
Class Support Clinics
1.45pm: Client view changeover & using document management; enhancing your client experience.
2.05pm: Transitioning your investment portfolios to Class; all you need to know.
2.30pmClass case study
Kim Bigg, Director, Perks
Driving operation efficiency, improving adviser productivity and enhancing client connectivity
Nathan MacPhee
Director, CCUBE Integrated Wealth
Partner Integration Showcase
ASF Audits: One click audit - automating SMSF audit submission
FInancial Simplicity: Safe, reliable & scalable portfolio compliance and modelling.
3.15pmMarketplace Lending - Targeting the assets of the future
Greg Symons, Co-founder, SocietyOne
Restructures, Mergers and Acquisition – the use of roll-overs
Spyros Kotsopoulos
Tax Partner & National Tax Technical Leader, Deloitte Private
Partner Integration Showcase
Shaun Lyons, MyWorkpapers: Seamless integration between MyWorkpapers Audit and Class Super enables streamlined efficiencies and automation of your SMSF Audits
4.00pmClass wrap up
Kevin Bungard, CEO, Class
4.10pmConference closes

Note: Agenda is subject to change

Speakers

Vinnie Wadhera

Vinnie Wadhera

Director – Institutional Business and National Accounts

Join the ETF revolution – how exchange traded funds are changing the way we invest
Investors globally are increasingly using exchange traded funds (ETFs) as a core part of their investment portfolios, with ETFs now amongst the fastest growing investment products in the world. In this session, Vinnie will provide an explanation of ETFs, their structure, risks and benefits He will also provide advisers with some practical ways that these investment tools can be used to enhance client portfolios

Cameron O’Sullivan

Cameron O’Sullivan

General Manager Wealth Solutions, Rubik Financial

A licence to print money:  how you can make money from your limited advice licence with the right tools
Cameron will discuss how the latest technology enables accountants to easily provide advice on:

  • Setting up an SMSF
  • Contributions
  • Retirement goal planning
  • Generating an SOA

This session will look at the positive opportunities of gaining a licence, rather than the negative cost association.

Keith Abraham

Keith Abraham

Speaker, Author, Business Coach

Creating Massive Profitable Organic Growth in Your Accounting Business
Through our research every Accounting Partner wants 4 things from their business … Higher Profits; Personal Lifestyle; Increased Value and Personal Satisfaction. During this practical, interactive and strategy rich presentation you will walk away with time tested ideas to grow your business organically. Keith will share with you the 12 questions you need to ask yourself if you are truly going to obtain the business of your dreams. He will then show you the 10 roadblocks that will stop you from achieving what you have always desired in your business. However more importantly, you will discover the steps you can take in the next 90 days to achieve what you really want from your business. Keith will provide you with a comprehensive handout of ideas, techniques and tools you can use the moment you get back to your business.

Brent Severino

Brent Severino

CEO, Pacific Eastcoast

Co-presenting with Dominic W. Kelly, Director, Pacific Eastcoast

How to introduce Property Investment to your client – while maintaining the trusted adviser role

How do you introduce your ability to secure your clients an investment property, without the look of becoming a real estate agent / sales person? EASY.

From ATO records, there are almost 1.9 million individuals who own investment property in Australia. Too often the professional adviser is excluded from this major decision and on many occasions is only called upon to rectify mistakes.

In this session learn how to introduce property investment to your clients that is complimentary to your other services and performed in a compliant and trusted manner.

 

John Powell

John Powell

Chairman, OneBox

Co-presenting with Jeremy Coombe, Chairman, OneBox

OneBox – technology that makes accounts receivable and reconciliation simple
OneBox have developed an integrated payment gateway that dramatically improves your accounts receivables process and reduces your lock up.

Come and hear why accounting firms and  their clients are implementing this system, the benefits they have achieved in lower administration costs, automated reconciliations, reduced debtor days, improved reporting and better payment options for their clients.

See how simply and quickly you can implement OneBox in your practice. Learn how implementing OneBox for your clients can provide immediate financial benefits to your accounting practice.

Steven Watson

Steven Watson

CEO, Countplus National Audits

SMSF Audit Compliance: Is this a core part of your business
An essential technical session for accounting practitioners who currently complete in-house SMSF audits in conjunction with their accounting team.

The presenter explores some of the key issues surrounding the audit of SMSFs and provides a practical approach for meeting current requirements from a professional standards and ATO perspective.

Attendees will gain from this session:

  • Current facts on the SMSF industry and ATO audit reviews;
  • Key ‘auditing’ issues to review within their practice;
  • Current changes surrounding the audit of SMSF’s;
  • A clearer understanding of the audit requirements of SMSF’s.

The presenter draws on his experience and explains common audit issues in an understandable way.

Li-Jean Chew

Li-Jean Chew

Partner, Addisons

Co-presenting with Belle Jing, Senior Associate, Addisons

Traps, trends and tips – Understanding the ins and outs of business buyouts
This session will present an overview of common issues that parties face in negotiating the sale or purchase of a business, including in particular the negotiation of purchase price adjustments. Li-Jean and Belle will draw on their recent experiences to provide practical tips and insights to help you and your clients achieve a successful outcome in your future transactions.

Mark Fordree

Mark Fordree

CEO, Ignition Wealth

Robo advice…what does it add to my business?
Ignition Wealth CEO, Mark Fordree, shares the key benefits of robo advice to your business. Discover the opportunities including meeting the new FOFA licensing requirements via an Ignition Wealth white label, reducing the cost of compliance and engaging with new customer groups including millennials. Increased automation offers you increased freedom.

Ben Ross

Ben Ross

General Manager for Product Management, MYOB

The Connected Practice
Cloud & mobile connectivity transforms the way you work in your practice, and with your clients

  • Changing landscape, challenges, and insight with the move to the cloud
  • Enablement tools and new opportunities with the changing service mix
Spyros Kotsopoulos

Spyros Kotsopoulos

Tax Partner & National Tax Technical Leader, Deloitte Private

Restructures, Mergers and Acquisition – the use of roll-overs
The fear of CGT can leave a business’ plans dead in the water or mean they would rather choose to suffer chronic structural issues. Effective rollover relief can save owners a lot of pain both in the short and long terms.

This session provides an overview of a number of the key rollovers available to businesses when seeking to achieve efficient commercial structures or being ready for sale. The presentation will draw out finer details of these rollover provisions, those details that often aren’t considered or only become apparent after implementation. The last thing any client (or advisor) wants is an unwanted surprise down the track.

Nathan MacPhee

Nathan MacPhee

Director, CCUBE Integrated Wealth

Driving operation efficiency, improving adviser productivity and enhancing client connectivity
The increasingly informed, aware and technologically empowered consumer is having greater influence over their purchasing decisions of financial advice and product, while Adviser’s business model are being dismantled by regulation and their offering is being exposed as inefficient, expensive, and lacking in a clear value proposition.  This session will explore how technology can achieve material practice efficiencies and drive better client engagement.

Liz Westover

Liz Westover

Director – Client Services, PwC

The Latest Insight on SMSF Legislation
Liz will deliver a comprehensive session on the latest SMSF legislation and technical updates, including an overview of what the outcomes of the 2016 Federal Budget and Federal Election mean for superannuation.

Matthew Rowe

Matthew Rowe

Former CEO Hood Sweeney Adelaide, Former Chair FPA

Convergence – will Financial Planners take over Accountants or will the reverse be true?
Fresh back from Harvard, Matthew is arguably the best equipped in Australia to explain not only what has happened with financial planning and accountancy, but more importantly, what will happen in Australia and why.

Tracy Williams

Tracy Williams

CEO, Accurium

SMSF Retirement Insights
Tracy will share key highlights and trends obtained from Accurium’s thought-provoking research and analysis of the SMSF retirement industry. Also discussed will be ways in which to use this knowledge to engage with your clients as they get ready for their retirement journey.

Bob Groneman

Bob Groneman

Chief Technology Officer, Class

Building a great experience
Join Bob for a fast paced session that will take you through the latest Class product development landscape. The session will cover recent product features and enhancements, and reveal what’s in store for Class Super and Class Portfolio. Discover what drives our product decisions; get valuable insight into how we plan and prioritise; and find out what we mean when we say Class is not just a software offering.

Grant Abbott

Grant Abbott

Chairman, SMSF Members Association

SMSF Strategies
Grant has been leading the way in strategies for use by accountants and financial planners, since the start of the SMSF revolution in 1994. He’ll show how you can master the latest SMSF strategies for increased efficiencies and profits.

David Ho

David Ho

National Distribution Manager, ASX

ASX Investment Supermarket – highlighting mFunds
With an estimated $360 Billion of assets held by retail investors in the ASX investment supermarket, David will discuss the growing range of product structures – highlighting mFunds – and provide practical insights into the advantages of leveraging ASX for your clients, as you look to broaden asset exposure.

Venue & Accom

Class. CUP. Connect. 2016 will take place at the RACV Royal Pines Resort, a premium conference and exhibition centre on the Gold Coast, midway between Surfers Paradise and Broadbeach.

The resort is just 25 minutes from Gold Coast Airport, one hour from Brisbane Airport, and only 12 minutes drive from Broadbeach and Surfers Paradise.

Conference accommodation

RACV Royal Pines Resort has 333 luxury rooms on-site. Conference delegates can book rooms at the rates shown below (subject to availability). Simply call the Reservations Department at the Resort directly on 07 5597 8700, and let them know you are attending the Class. CUP. Connect. conference.

You may also wish to check availability and pricing on the venue’s website as occasionally there are additional discounted rates available.

Alternative accommodation

The Mercure Gold Coast Resort and the Royal Woods Resort are both located approx 5 mins drive from the RACV Royal Pines Resort.

  Room only rate Room + 1 x breakfast Room + 2 x breakfast
Mountain View Room $195.00 $219.00 $243.00
Superior Room $225.00 $249.00 $273.00
Superior Spa Suite $285.00 $309.00 $333.00

Venue address:

RACV Royal Pines Resort, Ross Street, Benowa, Queensland 4217

Phone: 07 5597 8700

And here’s a location map.

racv-map

View Larger Map

Sponsors

This year, we’re expanding our partner showcase at the conference. It’s the perfect way to chat with our business partners and get up to date with the latest solutions.

Accurium_logo     Act2-2013-Logo-225x120     ASF_Audtis_logo_RGB_v2    BetaShares_ETF_RGB        CW-logo-AUS-NEW ZEA      Countplus National Audits       DEP LOGO BLUE BLOCKFinancialSimplicity_logo_225x120     Ignition Wealth logo 300dpi   Lime-Actuarial-logo    MAMLtd_CMYK     my prosperity stacked logo        MyWorkpapers_Logo    NowInfinity    OneBox    PacificEastCoast   Rubik_Logo_CMYK     Super Records logo-1000px   XTB_Final Logo RGB

Conference dinner sponsor

Macquarie logo

Contact

If you have any questions, feel free to contact our conference team.

Ebby Carson, Class
Phone: 02 8045 0062
Mobile: 0405 697 917
Email: ebby.carson@class.com.au

Lilian Keaty, Class
Phone: 02 9016 3063
Mobile: 0449 697 035
Email: lilian.keaty@class.com.au