ACCG315 Accountants in the Profession My home (http://ilearn.mq.edu.au/my/) / ACCG315_FHFYR_2017_ALL_U (http://ilearn.mq.edu.au/course/view.php?id=27606) / KickStart | Meet your convenor | Orient yourself / Guest Speakers Biodata (weekly basis) (http://ilearn.mq.edu.au/mod/page/view.php? id=3958748) (http://ilearn.mq.edu.au) (http://ilearn.mq.edu.au) Guest Speakers Biodata (weekly basis) Julie Doherty Career and Employment Manager Macquarie University Career and Employment Manager with over 18 years experience in the higher education sector. Management experience gained through leading a team of Career Development Officers to deliver faculty based career sessions in addition to centrally based workshops and one to one consultations. Industry experience in co-ordinating careers fairs, employer presentations and panels. Experienced in a number of career development instruments including MBTI. Committed to optimizing student's career development to enable them to obtain internships, vacation work and graduate roles with confidence. Justine Fowler Career and Employment Manager Macquarie University Justine Fowler is a Career Education Consultant within the Faculty of Business and Economics. Her background is in Human Resources across the banking and finance industries prior to becoming a Career Development Consultant. She also has postgraduate qualifications in Psychology and Career Education. This has given her an insight into what employers look for and an understanding of the industry students will be a part of. Justine has a particular interest in the employability of graduates. Anthony Matis General Manager Business Development, Education CPA Australia Anthony Matis FCPA is CPA Australiaʼs General Manager for Business Development, Education. His track record of success includes building mutualistic relationships with the tertiary sector, key institutional partners and students in Australia and Asia. In addition to his role with CPA Australia, Anthony has served on the Federal Governmentʼs Small Business Advisory Committee and Better Regulation Working Group and is a current member of Southern Cross Universityʼs Council and Finance Committee. Anthonyʼs diverse past experience includes roles in corporate service and audit, plus senior finance positions in industries such as fashion, health, public relations and advertising as well as holding several board positions. Elizabeth Jarque Trainer & Presenter Performance Education Performance Education Since 2006 Performance Education has been dedicated to helping students and graduates achieve career success through the development of practical employability skills and experience. More than a motto, Your Career Success is Our Goal is what drives the Performance Education to ensure that each and every student is given the best possible practical training and work integrated preparation to successfully commence their professional career in Australia. Lynn Morrison (Nee He) Senior Manager, CA, ACCA & MCom KPMG As a qualified Chartered Accountant, Lynn is passionate about her career as a financial adviser. She has practiced both in KPMG Australia and KPMG China for the past 9.5 years. She specialises in auditing and providing advices to clients across a broad range of industries and has been highly regarded throughout her career. Lynn has been managing and leading cross-culture teams in providing professional services to both Australian and Chinese clients. Lynnʼs deep knowledge about Australia commercial market and first hand commercial experience in China makes her highly respected by her clients. Lynn is an important member in KPMGʼs China Practice. Lynn contributed to KPMG China Practiceʼs success in becoming market leader for servicing Australia-China cross border commercial ties in the private sector. Her slogan “If You Think You Can, You Can” brings her strength to get through the challenging times and is the greatest driving force in both professional and personal life towards her chosen goals, in particular during adversities. Lynn enjoys skiing, travelling, social networking and mentoring high school students in her spare time. In addition, she is also active in Chinese community services and often provides guidance for new Chinese immigrants on settling in Australia. Kamlee Coorey Partner Tax Deloitte Australia Career Summary and Expertise Kamlee is a partner in the Deloitte Corporate and International Tax Group. Kamlee has over 16 yearsʼ experience in providing tax advice to a number of Australian and multi-national organisations including consumer business, manufacturing and distribution. Highlights of Relevant Experiences Kamlee has extensive experience in providing both inbound and outbound clients with advice around corporate structuring, financing and cash repatriation strategies. Kamlee also has significant experience in assisting both listed and unlisted clients with acquisition and divestment due diligence advice and associated tax consolidation, taxeffect accounting and ongoing taxation issues. Kamlee has been involved in several consolidation projects for her clients, and has significant expertise in the compilation and technical review of consolidation calculations and consolidated tax returns. Lyndal York Senior Group Financial Controller Cochlear Limited Lyndal York is the Group Financial Controller at Cochlear Limited, an ASX listed global medical device manufacturer. Lyndal commenced her career as an undergraduate in the audit division of KPMG Peat Marwick, straight out of high school. During her time with KPMG, Lyndal attained her Bachelor of Economics (Accounting Major) at Macquarie University and followed that with the Institute of Chartered Accountants in Australia certification. Lyndal then entered the corporate world, as a Financial Accountant with James Hardie Industries. She progressed through various roles within James Hardie, in business units as well as the corporate office. Lyndal also transferred to the United States of America with James Hardie when they relocated their head office to California. Whilst living in the US, Lyndal joined Edwards Lifesciences Corp as Vice President, Corporate Accounting and Reporting and completed her Executive MBA from Pepperdine University. After seven years in the US, Lyndal decided it was time to return to Australia and jumped at the opportunity for her current role at Cochlear where she has been for the last eight years, and leads the Women in Leadership program. Ben Kellaway,Executive Manager – HR & Marketing Finance, Commonwealth Bank of Australia An experienced finance professional with over 15 yearsʼ experience specialising in financial and management accounting across a number of industries. Currently an Executive Manager at CBA in Finance, where I lead a team of professional accountants and support the Group Marketing and Human Resource functions. My leadership style is aligned to strength based coaching and ensuring we as a team are constantly challenged and developing. I commenced at the Commonwealth Bank over 7 years ago initially as a contractor working on the external market results announcement. With an intention never to stay more than 3 months given I had a contract lined up at Macquarie Bank. I found that the finance team at CBA encapsulated a culture that was extremely collaborative and progressive; the fit for me was perfect. I spent my first 2 years working in a Group Finance management accounting role, which involved month-end, market reporting, Board reporting and ensuring I was developing a deep understanding of the drivers of the Group. I then spent close to three years working in the Groupʼs forecasting team, which manages the planning process starting at strategic planning right through to target setting. This role also had me doing some really interesting pieces of analysis like reporting on our competitors. During my time in these two Group Finance roles I was able to build a strong network, something which tends to be difficult in large organisations. In my last 18 months I have transitioned into a role, similar to a CFO role, which supports the Group Marketing and Human Resource leadership teams. Like many my career started as an accountant in a Chartered firm after being convinced by a friend to join him in a mid-tier firm, BKR Walker Wayland where I completed my CA. I moved through business services, audit and due diligence and also spent nearly a year in London where I was transferred with BKR. The experience I gained gave me a solid grounding in the profession and a strong base of skills which have carried me through my career. Outside of work Iʼm a keen runner and swimmer and recently completed an Ironman in up in Cairns. Joycelyn Teh Compliance, Control and Risk Leader Pfizer Australia Joyce Teh is the Compliance, Control and Risk Lead for Pfizer Australia, responsible for managing the overall Pfizer control environment through the completion of monitoring activities in the areas of Internal Controls Over Financial Reporting, Foreign Corrupt Practices Act (FCPA) and Global Policy on International Healthcare Providers. Part of the Finance Leadership Team, she leads and manages the corporate internal audit process by working across multiple business functions to achieve the high auditing standards. Prior to assuming the current role, Joyce spent nine years in the Finance Operations team where she was the Group Financial Controller and has led many successful Finance projects including multiple acquisitions, divestments, transferring of financial services from New Zealand to Australia as well as off shoring of transactional finance activities to Shared Services in China. Prior to Pfizer, Joyce spent 4.5 years in Singapore and worked as a Group Accountant for Natsteel Limited, the largest steel manufacturer listed in the Singapore Stock Exchange. She was responsible for consolidating the financial results of Natsteelʼs 120 subsidiaries and fulfilling all reporting requirements to the stock exchange. Joyce has a Bachelor of Business degree majoring in Accounting and Finance from the University of Technology, Sydney and is a Certified Practicing Accountant. Paula Kensington Chief Financial Officer & Company Secretary Rubik Financial Ltd Paula Kensington is a dynamic and innovative finance leader, with considerable management experience across the financial services and IT sectors in Australia and in the UK. As CFO and Company Secretary of leading financial technology and software provider, Rubik Financial Ltd, her role is pivotal in steering the organisation through significant growth and transformation. Her key strengths include the ability to demonstrate courage and determination when challenged with complex business decisions and her flexible and agile approach, which allows her to successfully adapt to changing dynamics. She strives to be a conscious leader with a focus on collaboration, care and courage. Her aim is to drive, inspire and empower others to think differently and add value. Paula has been a member of the ACCA since 1997. She joined the Australia/NZ Members Panel in 2013, representing members across the region. She is particularly passionate about assisting ACCA members who have recently migrated to Australia. Paula is also actively involved in the local ACCA Women In Business group and has presented to the group as part of their CPD program. Paula is also a founding member of CFO2015, an exclusive private network of senior finance executives who aspire to transform the role of the CFO through collaboration, influence and leadership. She is also a participant in the Macquarie University PACE program which aims to prepare accounting graduates to get work-ready for life in the professional finance world. Paulaʼs involvement in both of these groups stands testament to her altruistic beliefs of giving back to her community whilst supporting both established and aspiring CFOʼs across diverse industries and backgrounds. Craig Dalli Executive Manager Corporate Services Lane Cove Council Craig Dalli is Lane Cove Council's Executive Manager Corporate Services having direct responsibility for the provision of Governance, Information Technology, Records Management, Risk and Insurance, Human Resources and Financial Services within Council including management of an annual budget of almost $40 million. Lane Cove Council is a progressive organisation based on Sydney's lower North Shore with an expansionary program of providing new and expanded services and facilities for a rapidly growing population resulting from a surge of new apartments being built or proposed for the area due to its lifestyle advantages and proximity to the City. The growth in population provides challenges in ensuring prudent financial management and risk assessment in catering for an expansionary period for Lane Cove. Craig has over 30 yearsʼ experience within Local Government including senior roles at Blacktown Council, Sydney's largest Council, and Hawkesbury Council after having commenced his career as a Trainee at The Hills Shire Council. He has a Bachelor of Business majoring in Local Government and participates in ongoing professional development in areas such as Governance, Finance and Property Development in particular. Craig will address you about the life and the challenges of working in Local Government which requires a broad range of skill sets in dealing with the range of views and demands of communities and local politics from Governance and Finance Managers perspective. Craig will also talk about the diverse range of opportunities and experiences for aspiring Accountants within the Local Government Sector. Chris Mamarelis Chief Financial Officer The Whiddon Group MBA, Fellow IPA Chris is an experienced CFO and Senior Executive who has worked in this capacity for over a decade in both Aged Care and Hospitality. Chrisʼs broad management skills are underpinned by extensive financial and general management experience gained through diverse executive appointments to both private and not-for-profit organisations. Chris is a qualified accountant and a Fellow of the Institute of Public Accountants. He is passionate about aged care and has been involved in all facets of the aged care operation. Chris has extensive involvement in large scale aged care construction, the acquisition and transition into aged care facilities, and has also presented to various industry forums. James Solomons/Rebecca Mihalic Directors Aptus Accounting James is a passionate accountant and a thought leader on what is a Modern Accounting Business and a Connected Adviser.As Xero Australiaʼs Head of Accounting he is responsible for providing a clear vision and positive guidance to accountants to help them survive and thrive in an industry that is undergoing substantial disruption. He also provides valuable industry experience and knowledge to Xero as part of the software design and strategy process.He is a director and co-founder of Aptus Accounting & Advisory, a connected & progressive accounting business that exists to connect its clients to everything they need to succeed. This is made possible through the use of smart technology tools like Xero to ensure their clients are operating on a connected and efficient business platformJames has over 15 yearsʼ experience in public practice and is a sought after writer, speaker & lecturer. He has presented on a range of topics from cloud solutions to superannuation changes and everything in between. He is a mentor at Macquarie University for under-graduate students and also mentors business owners and managers. James has specific expertise in business structuring, asset protection, succession planning, IT & cloud solutions and internal systems & controls.James has a Bachelor of Commerce – Accounting degree, Graduate Diploma of Chartered Accounting and Diploma of Financial Services. He is a Chartered Accountant, Chartered Tax Adviser, Xero Certified Adviser, Registered Tax Agent, a Member of the Australian Institute of Company Directors and a Justice of the Peace.He is a board member of long established charity, Kids West (Kids West Western Sydney Paediatric Fundraising Inc) and is a Life Member & Treasurer of the Redbacks Football Club. He also sits on the Executive Committee of the Sydney High School Old Boys Union and gives freely of his time to a number of smaller not for profit organisations as their honorary auditor.Always ready to provide commentary on the state of the accounting industry, he shares his views via his blog at www.jamessolomons.com (http://www.jamessolomons.com) Rebecca is an accountant who truly values the trusted advisor relationship. Over the last twelve years Rebecca has formed strong partnerships with her clients by doing more than just satisfying their compliance needs, ensuring both the client as an individual and their business as a whole receive appropriate and timely financial advice & guidance. Rebecca has gained accounting experience in a wide variety of industries, and she works with her clients at all stages of the business lifecycle to ensure the meeting of their regulatory accounting obligations is an efficient and streamlined process. Rebecca has advised clients on growth solutions, including financial restructures, tax planning, budgeting and outsourcing. She has been instrumental in helping many of her clients implement, utilise and monitor new accounting systems and is familiar with many accounting packages, including Xero, MYOB and Quickbooks, Rebecca began her accounting career in 2001, while studying for her degree in business at the University of Technology Sydney. She received her Bachelor of Business (Accounting) in 2004, and became a member of the Institute of Chartered Accountants in 2006. She received her Public Practice Certificate in September 2010, and has been a Registered Tax Agent since December 2010. Now as a director and co-founder of Aptus Accounting & Advisory, Rebecca and her partner James Solomons are leveraging from the abundance of cloud applications to streamline processes for both clients, and their accounting firm, allowing more time to provide tailored solutions to Australian SMEs. Paul Turner Head Australasia Region Chartered Institute of Management Accountants Paul Turner is the Head of Australasia for the Chartered Institute of Management Accountants and has been the fundamental in raising the profile of CIMA and Management Accounting in Australasia. Paul has developed Media and University partnerships designed to further the principles of Management Accounting including partnerships with Macquarie University, Monash University and the University of New South Wales. Prior to joining CIMA Paul worked as a GST specialist for the Australian Taxation Office and managed the maintenance function for Railcorpʼs maintenance department. During this time Paul streamlined processes resulting in massive expenditure decreases and a longterm culture change. Paul is a graduate of the University of Western Sydney with a Masters in Business and Commerce and is currently studying the CIMA syllabus. Eugene Macey Senior Manager Consulting (Strategy and Customer) PwC Eugene has over 7 years consulting experience in assisting clients develop and implement ‘customer focusedʼ strategies that deliver commercial outcomes. Eugene specialises in: Customer-focused strategy; Customer value propositions (CVP); Segmentation; Target operating model design; Customer experience redesign; Multi-channel strategy (incl Digital); Sales/service optimisation; Customer insights and analytics; Voice of Customer design and execution; Corporate performance management; Key account management; and Cost efficiency. Eugene has experience across a variety of industries/sectors including: Financial Services (Banking, Wealth Management and Insurance), Retail, Pharmaceuticals, Utilities, Telco, Government and Not For Profit. 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