Not-for-profit day by po2347


									Not-for-profit day
Providing tools and skills for a resource challenged and competitive sector
One-day conference | Thursday 10 December 2009 | Perth, Western Australia
This annual conference has become a significant industry event that addresses the unique issues faced by not-for-profit (NFP) organisations. Gain invaluable insights to ensure you are keeping up in this competitive and often restrictive environment. This one-day conference will provide you with the tools to address the latest issues and trends facing NFP organisations while exploring the latest technical, governance and sustainability challenges facing the sector. Key benefits + Receive a comprehensive update on the ever-evolving topics of Western Australian Workplace Law, Superannuation, Accounting Standards and OHS + Discover the impact and future of mergers and acquisitions in the NFP sector + Hear from experts on how key industry issues will affect you Key speakers: Sue Ash CEO, Western Australian Council of Social Service (WACOSS) Anne Bellamy Director, Social Policy, Chamber of Commerce & Industry of Western Australia Neale Blackwood CPA Senior Business Analyst, Access Analytic David Gilchrist CPA Professor, Not-for-profit Leadership and Management, University of Notre Dame Australia


CPD hours


Achieving outstanding results when faced with declining revenue and, in many cases, increasing demand for services, creates an environment that requires relentless focus on efficiency and effectiveness. This makes the NFP sector one of the most challenging sectors to work in. Given the shortage of resources and the overcrowded market place, professionalism in all aspects of operations and activity is essential.

Not-for-profit day
8.30am – 9.00am 9.00am – 9.10am Registration and arrival refreshments Opening remarks and welcome from the chairperson Keynote 1 Signposts to the changing face of not-for-profit organisations

9.10am – 10.05am KN1

you Why tend at hould s
+ Establish relationships with key stakeholders and other members of the NFP sector

Sue Ash will provide an overview of the key changes that are impacting NFP organisations, including an analysis of the implications of these changes for the business management of NFPs over the next five years. She will also provide some models and examples of what these changes will look like in practice. As the CEO of the WA Council of Social Service, Sue has considerable experience working with and for NFP organisations. Her experience includes working for a range of NFP Boards, as a senior Public Servant and an educator in post secondary and tertiary organisations. Sue Ash CEO, West Australia Council of Social Service (WACOSS)

+ Gain insights into the latest findings in financial and operational issues + Explore the various State and Federal legislation changes

10.05am – 10.25am

Morning tea and networking break

10.25am – 11.25am

Concurrent sessions A Double session Part A: Re-structuring your entity – the new face of the charitable sector


ld o shou Wh nd at t e
+ + + + + + + + + NFP managers CEOs Managing directors General managers Team leaders and supervisors CFOs Financial controllers Accountants Finance managers

In the light of the COAG agenda for change, plus the current financial constraints and new grant funding conditions developing, how will your organisation survive in 2012? Will you be ready for the new requirements? Merger, integration or joint ventures are all opportunities available under these changes. This interactive double session will workshop the accounting, legal and structural issues facing the sector as a result of these imminent changes. Leading this informative session are Noel Harding FCPA and Martin Kirkness, who specialise in the provision of advice to charities and other NFP entities. Noel Harding FCPA Principal, Harding & Associates Martin Kirkness Partner, Dry Kirkness –––––––––––––––––––––––––––––– OR –––––––––––––––––––––––––––––– Good stewards or good agents: Corporate governance in the not-for-profit world

CPA Australia would like to thank the CPA NFP discussion group and in particular the following people for their support in driving and developing this conference: Annette Frazer CPA Noel Harding FCPA Jonathan Lamprell-Jarrett FCPA Shane Yensch CPA


In this session, Professor David Gilchrist will explore some practical considerations of corporate governance policy and regulation as it applies in the NFP sector. He will consider current thinking and place it within a practical context of day-to-day NFP direction by reconciling it with everyday demands. Professor David Gilchrist Not-for-profit Leadership and Management School of Business, University of Notre Dame Australia

11.30am – 12.30pm

Concurrent sessions B Double session Part B: Re-structuring your entity – the new face of the charitable sector

2.35pm – 3.35pm D1

Concurrent sessions D Accounting standards update


(continued from A1) –––––––––––––––––––––––––––––– OR –––––––––––––––––––––––––––––– B2 Superannuation update

In this presentation, Phil Hancock FCPA will discuss the latest standards that affect boards, committee members and management in NFPs. Phil will bring you up-to-date with the latest developments in accounting standards for the NFP sector. He will also discuss the AASB project on differential reporting and disclosures by private sector NFP entities. Phil Hancock FCPA Associate Professor, University of Western Australia –––––––––––––––––––––––––––––– OR –––––––––––––––––––––––––––––– National OHS reform – what will it mean for WA employers?

Superannuation legislation has undergone substantial changes in the past year. David Rose will provide an update on these changes and how they impact your business and its employees. David will also cover in detail: + Why exceeding the new superannuation contribution caps by one dollar could cost you thousands of dollars in extra tax + Government income benefits, entitlements and rebates – you may have received them last year, but will you get them this year? David Rose Workplace Superannuation Private Client Adviser, Shadforth Financial Group 12.30pm – 1.30pm Lunch and networking break


The legislative reform package to create a national OHS model contains many provisions which are more prescriptive, detailed and resource intensive than current Western Australian occupational safety and health legislation. Anne Bellamy is a representative on the Safe Work Australia Council and will provide a unique insight into the areas with the greatest impact for Western Australian employers. Anne will also provide some practical strategies for employers to assist them in the transition from the current system to the new regime. Anne Bellamy Director Social Policy, Chamber of Commerce & Industry of Western Australia 3.35pm – 3.50pm Afternoon tea and networking break

1.30pm – 2.30pm C1

Concurrent sessions C Unleash the power of Excel

Back by popular demand, this session will demonstrate techniques relevant to NFP staff and stakeholders that can improve productivity and efficiency when using Excel. Our expert presenter will cover: + Range names + Auto outlining + Conditional formatting + Useful functions for accounting + New features and functions in Excel 2007 Neale Blackwood CPA Senior Business Analyst, Access Analytic Pty Ltd Participants should bring a laptop to this session. –––––––––––––––––––––––––––––– OR –––––––––––––––––––––––––––––– C2 This session will cover: + An overview of the recent Department of Health salary packaging fraud investigation + Fraud detection + Meal entertainment: birthday parties, weddings and barbecues claimed as entertainment expenses + The importance of understanding the meaning of associates + Substantiation requirements for meal entertainment expenses and the critical role of receipts and their equivalents + Reminders on other substantiation requirements for effective salary packaging Bob Campbell CPA RJ Campbell & Associates Abuse and misuse of salary packaging

3.50pm – 5.00pm KN2

Keynote 2 Western Australian workplace relations update

Our expert presenter will provide you with a comprehensive update on issues relating to the ever-changing Workplace Relations legislation, including: + Identifying relevant legislation + Minimum conditions of employment + Minimum wage determination + The operation of awards + Enterprise bargaining + Unfair dismissals and denied contractual benefits Steve Heathcote Partner, Downings Legal

5.00pm – 5.15pm

Closing remarks by the Western Australian President of CPA Australia, Geoff Woods CPA

Registration form

Not-for-profit day

Phone: 1300 857 705

Fax: 1300 658 156

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Source code: 090601ME
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For additional registrants, please photocopy this form. Member* Non-member*


Program at a glance
8.30am – 9.00am Registration and refreshments Opening remarks and welcome from the chairperson Opening keynote KN1: Signposts to the changing face of not-for-profit organisations Morning tea and networking break Concurrent sessions A (your choice from) O A1: Double session Part A: Re-structuring your entity – the new face of the charitable sector 11.30am – 12.30pm O A2: Good stewards or good agents: Corporate governance in the not-for-profit world

ID number*

9.00am – 9.10am 9.10am – 10.05am


Preferred name* 10.05am – 10.25am



10.25am – 11.25pm



Concurrent sessions B (your choice from) O B1: Double session Part B: (continued from A1) O B2: Superannuation Update








12.30pm – 1.30pm 1.30pm – 2.30pm

NL1: Lunch and networking break Concurrent sessions C (your choice from) O C1: Unleash the power of Excel O C2: Abuse and misuse of salary packaging

Phone work*

Email* 2.35pm – 3.35pm Special requirements (eg. dietary) *Required information so we can contact you regarding your registration.

Concurrent sessions D (your choice from) O D1: Accounting standards update O D2: National OHS reform – what will it mean for WA employers?


Venue details
State Date Venue Course code WA096380

3.35pm – 3.50pm 3.50pm – 5.00pm 5.00pm – 5.15pm

Afternoon tea and networking break Closing keynote KN2: Western Australian workplace relations update Closing remarks


10 Dec

Technology Park, 2 Brodie Hall Drive, Bentley

5 3 Pricing (inclusive of GST)
Member* Non-member O $297 O $330

Make your payment
All orders must be accompanied by full payment. Cheque payable to CPA Australia Ltd





Card number *Member rate also applies to WACOSS members Expiry date Cardholder’s name

Total amount Signature

CPA123106 08/2009

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