This year’s Forum focuses what’s just over the horizon for the finance manager – includes the impact of technology, lessons from austerity, shared capability, what’s likely to be relevant to the 2018 LTPs and developments in the regulatory and policy environment.
- 27 Mar 2017-28 Mar 2017
- 09:00 - 13:00
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- Grand Millennium Auckland, Auckland, New Zealand
- 805.00 (plus GST) Members
- 925.00 (plus GST) Non Members
About this event
What's on the horizon?
This year’s Forum focuses on what’s just over the horizon for the finance manager – includes the impact of technology, lessons from austerity, shared capability, what’s likely to be relevant to the 2018 LTPs and developments in the regulatory and policy environment
With expert presenters providing content specifically tailored to the finance function in local government our 2017 Forum will:
- highlight current and emerging financial management issues that are relevant to local authorities
- provide opportunities to identify and discuss solutions
- showcase best practice within the sector.
Who should attend:
- Local government Chief Financial Officers
- Finance managers and staff
- Appointed auditors
If you have any queries please email events@taituara.org.nz or call 04-978-1273
The Programme
Day One: Monday 27 March 20178.45am: Registrations desk opens |
9.15am: Introduction to the event Kevin Ramsay, General Manager Corporate Finance & Property, Auckland Council and Deputy Chair, Taituarā Business Performance Working Party |
9:20am: Technology and the Finance Manager AJ Hazelhurst is a Director in PwC's Technology Consulting Practice. AJ has lead many large scale, highly complex and strategic programmes and portfolios in the Local Government sector over the past 6-7 years. His session will cover a few key Technology driven themes that provide both interesting challenges and opportunities in terms of finance, including the journey to Cloud, introduction of the Virtual worker, the impact and benefits of Digital Channel Strategy, and how to budget for enterprise scale agile delivery |
10.10am: A Case Study: Water Pricing on the Kapiti Coast Jacinta Straker, Manager, Financial Planning and Performance and Martyn Cole, Water and Wastewater Asset Manager, Kapiti Coast District Council And to follow PwC a presentation that highlights how the use of good data can assist in refining water pricing. Kapiti Coast are drawing on various data sources and using technology together with using a group representing the community interests (community regime advisory group) to support their implementation of water pricing. This session will focus both on the implementation of pricing and the role data plays. |
10:50am: Morning Tea |
11.10am: Is Your Council Really LTP Ready? Raymond Horan, Sector Improvement Manager, NZ Society of Local Government Managers The 2018-28 long-term plans will be the sixth long-term plans that local authorities have prepared.There can be a temptation to treat a plan as ‘same story, different day’, but the issues the sector faces and the expectations of a long-term plan evolve.This session will cover the issues and challenges that finance folk, and local authorities should be addressing in 2018. |
11.50am: Office of the Auditor General Update OAG will be focussing onthe content of their 2015/17 sector report particularly rating issues and COI, their Governance and Accountability Report and matters relevant to the coming year (such as the LTP). |
12.40pm: Lunch |
1.30pm: Breakout Session One Choose one from: A. What’s Hot in the World of Financial Reporting Phillippa Wilson, Group Manager Corporate Services, South Taranaki District Council, Nicola Hankinson, Senior Policy Analyst, CA ANZ and Anthony Heffernan, Director Accounting Standards, External Reporting Board Phillippa and Nicola will lead you through an informative update of what’s on the horizon in terms of financial reporting requirements for local government entities. The session will include an overview of the proposed PBE IPSAS standards on heritage assets, social benefits, financial instruments and the all-important revenue recognition and measurement. They will also provide an update on recent developments and guidance produced by CA ANZ and let you know how you can get the most value out of your membership. B. Taxation Update Michelle McDonald and Phil Fisher, PwC
C. Reviewing Fees and Charges R aymond Horan, Sector Improvement Manager, Taituarā According to Statistics New Zealand, sales of good and services make up around one-sixth of our sector’s operating income.Getting the fees and charges right is an important decision both for the amount of revenue involved and for the economic signals that pricing sends.Taituarā has just reviewed its guidance on price-setting – in this session Raymond will cover the fundamentals of pricing. |
2.15pm: Breakout Session Two Choose another from the topics listed under Marketplace of Ideas: Session One – or go to the same o A. What’s Hot in the World of Financial Reporting Phillippa Wilson, Group Manager Corporate Services, South Taranaki District Council, Nicola Hankinson, Senior Policy Analyst, CA ANZ and Anthony Heffernan, Director Accounting Standards, External Reporting Board B. Taxation Update Michelle McDonald and Phil Fisher, PwC C. Reviewing Fees and Charges Raymond Horan, Sector Improvement Manager, Taituarā |
3.00pm: Afternoon Tea |
3.20pm: Lessons from Austerity R aymond Horan, Sector Improvement Manager, Taituarā Local authorities in England were amongst the first sectors to feel the so-called austerity financial management of the period 2010-2015.What strategies did they follow to adapt, how successful have they been and what can we learn? |
4.10pm: Civic Assurance: The State of Play Ian Brown, Chief Executive, Civic Financial Services Ltd |
4.40pm: What's Coming Up from Taituarā Richard Mabon, Senior Advisor, Sector Improvement Taituarā |
5:00pm: Local Government Funding Agency Networking Drinks |
DAY TWO: Tuesday 28 March 2017 |
9:00am: Welcome to Day Two |
9.05am: Economic Update: BERL |
9.55am: Breakout Session Three B. Money Markets Update
C. Living Through an Inland Revenue Tax Review It appears its local government’s turn to attract Inland Revenue’s attention.Auckland Council and Marlborough District Council have recently been through the review process.This session will be a roundtable sharing of lessons rather than a formal presentation session |
10:40am: Morning Tea |
11:00am: Sharing Capability
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12:30pm: Summing Up Kevin Ramsay, General Manager Corporate Finance & Property, Auckland Council and Deputy Chair, Taituarā Business Performance Working Party |
12:35pm: Lunch |
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Delegates at this Forum may be able to claim CPD credits from CAANZ. Delegates wishing to pursue this should provide CAANZ with the forum’s outline and confirmation – which we can supply, of their attendance