Date posted: 22/08/2019 8 min read

WA Regional News August 2019

Find out what the Regional Manager has to say and what events there are for you to join in the fun.

In brief

  • Regional Manager update
  • Recap of last month
  • Upcoming events

Regional Manager Update

As the days get longer and Winter starts to wane, the WA office is putting into place some great activities and opportunities for members to participate and network.

Regional Council members and guests formed a table at the recent Ball held by Madalah, an organisation that provides scholarships to enable Indigenous students in financial need to attend leading schools and universities. This is the third year of supporting Madalah, and we look forward to partnering in future initiatives with this important organisation.

We have been catching up with our 2018 cohort of Fellows who were unable to attend the FCA dinner held in May and giving them their framed certificates (for example this meeting with Graham Hogg from KPMG).

FCA Certificate

We hope that they are able to attend the annual FCA dinner in years to come with our other FCA members.We are gearing up for the 2020 Mentor Exchange Program, and it looks like there will be a healthy cohort of members participating in WA, both in the early career and mid-career placements. Congratulations to all the brave potential mentees putting their hands up, and thanks to the prospective mentors looking to share their experience and wisdom.

Over the next month we will also be opening registrations for the 2020 Not for Profit Board Experience Program. Next year we will see this program, developed and piloted in WA, be rolled out into Queensland and the Northern Territory for the first time, as well as continue to run in SA. We are very proud of this ‘made in WA’ initiative, and members looking to participate in Board placement, or as senior CAs on NFP Boards, can contact the WA Regional Office for more information.

We are also progressing a number of partnering activities to broaden the networking scope of CA members – CAs in early to mid-career, make sure you check out our networking event at the end of September which will be held in conjunction with Perth Young Professionals, more details in our ‘Upcoming Events’ section.

Recap of the last month

Forensic Accounting Discussion Group Lunch: Effectively Presenting Financial Evidence

At this fascinating event held on the 24th July, Melissa Campbell-Lloyd, a Fraud and Financial Crime Professional, presented to our CA attendees on her experience and insights on how to present an effective brief of evidence. This included tips on presenting financial evidence to law enforcement to heighten prospects of the brief being accepted and focused on the key elements authorities seek that should be included in evidential documents.

Winter Tax School

The ever-popular Andrew Smith facilitated this highly interactive two-day workshop on 25-26 July, providing attendees with the most relevant, current and practical information that they need to stay up-to-date on tax, superannuation and financial advisory services.  

Business Valuation Specialists: Valuing technology & IP-centric enterprises

Tim Heberden, a Partner at Deloitte Sydney, presented a fascinating session to our Specialist group, about the how technology has become a driver of competitive advantage in all industries; increasing the need for - and scrutiny of - tech valuations. Thanks so much to Tim for making the trip to WA! 

Building Knowledge Series: Family Law, Tips and Traps for the Private Client Adviser

CAs are seen to be our clients’ trusted adviser, and as such we are expected to not only ensure that we provide them with the most efficient tax outcomes in how they manage their affairs but also how to structure their affairs to minimise risk of loss through the course of their life. This session on the 6th August, featuring Chris Schoeman FCA from MKT Taxation and Devin Sanhavi from Klimek & Wijay Family Lawyers, discussed a number of practical examples of the range of issues attendees need to consider when advising clients. 

family law

Indoor Soccer Carnival

This star-studded event at Lords Recreation Centre had seventeen teams vying to be victorious and take home one of the two trophies on 18th August. A great day was had by all, and after many gruelling games two teams emerged on top. Winning the premier league cup was What a Club! from HLB Mann Judd Perth; and retaining their social league champion status was Scrambled Legs from Hall Chadwick.

Indoor soccer

Strategies for Success: Learning Bites Series - Speaking with impact

During this session featuring Lisa Kazalac from Professional Vogue and held on 24th July, attendees were given tools on how to communicate more effectively through being aware of different ‘speaking’ environments in a professional career setting, and how to read body language and communication signals. The discussion then went on to talk about why you should, and how, to build confidence in speaking and formulating your ‘elevator pitch’.

Upcoming Events

Building Knowledge Series: Blockchain Technology and Practical Application – 4 September, 3.45-6.30pm

In this session we welcome Dr Vidyasagar Potdar, Director of Blockchain R&D Laboratory at Curtin University as he breaks down myths and misconceptions and looks at commercial application of Blockchain technology.

WA Forensic Accounting Discussion Group Lunch: Analysing The Art of Business Valuations – 11 September 12.00-2.00pm

Forensic Accountants, and CAs in general, are often asked to prepare or review business valuations whether informally or formally. Nadine Marke, Director in Corporate Finance at RSM, will step through her views on the art of business valuations, touch on compliance with APES 225, and step through treating complexities such as valuing personal goodwill. 

Building Knowledge Series: Accounting Firms & the CFO – Building Better Relationships – 12 September, 7.30-9.00am

A good relationship between the CFO of an organisation and the business’ accounting firm is vital. However, differing expectations and priorities can create challenges. This panel presentation will discuss how to best manage the expectations within the relationship between the CFO of an organisation and the business' accounting firm.

Strategies for Success – Learning Bites Series

This series is designed to leverage and develop key soft skills, and each session has been designed as a stand-alone session, or to build on key messages throughout the series to give added benefit and impact. Click here to register for any of these sessions.

  • The Emotionally Aware Professional – Managing Ourselves – 18 September, 5.00 – 7.00pm
  • The Emotionally Aware Professional – Managing Our Relationships – 6 November, 5.00 – 7.00pm.

WA Risk Forum – 19 September 9.15am – 1.15pm

Risks can be internal and external to your business. They can also directly or indirectly affect your business's ability to operate. In this special half-day forum, we highlight and examine traditional, hidden, and emerging areas of risk for you, your business, your clients and your staff. 

YCA: Meet… Mingle… Make Contacts… Rub Elbows... - 20th September 6-8pm

Perth Young Professionals and the Young Chartered Accountants have teamed up for a night of networking. Come along and meet like-minded professionals in the Perth business community and form connections in a relaxed, social atmosphere. 

ATO Justified Trust Initiative Information Session - 23 September 12.00-2.00pm

The ATO is currently rolling out Justified Trust strategy to private groups and will continue to contact more private groups as time goes by. This event is to educate CAs who manage the client relationships and work on the tax affairs of private groups. 

WA CA Diversity Series: Talking Mental Health – 8 October 12.00-2.00pm

Join us and other Chartered Accountants for a special session as part of Mental Health Week, as we welcome three specialists in the WA business community, each sharing their area of expertise and experiences in the field of mental health.

Table Tennis Tournament – 12 October

Sharpen your reflexes, limber those limbs and ready your bat for this year’s inaugural grand tournament!For more information about any upcoming session please email our Events Team.

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