The 2021 Civic Financial Services Strategic Finance Forum contains a range of topics intended to strengthen the capacity of local authority finance professionals in their roles both as a ‘trusted advisor’ and as the financial scorekeeper.

  • 18 Mar 2021-19 Mar 2021
  • 8:30 AM-5:00 PM
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  • James Cook Hotel Grand Chancellor, Wellington, Wellington, New Zealand
  • 735.00 (plus GST) Members
  • 860.00 (plus GST) Non Members
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About this event

The 2021 Civic Financial Services Strategic Finance Forum contains a range of topics intended to strengthen the capacity of local authority finance professionals in their roles both as a ‘trusted advisor’ and as the financial scorekeeper.

Three waters reforms are likely to consume much of the asset, policy and advisory capacity in local authorities in the coming two years. Finance professionals will not be excluded from this when considering matters such as identifying stranded overheads, assessing the revenue impacts and the like. The good news is that there is plenty of experience to draw on and we’ll draw on some of this in an interactive panel.

No event in 2021 would be complete without reflections on what we have learnt to date out of the covid-19 pandemic and what this means for the future of the finance function.

The financial impacts of covid-19 have made the LTP process more challenging than usual in its demands to ‘to do more with less’. With service delivery reviews coming up in many local authorities we provide some practical advice on when and where to look for efficiency gains.

As always, there’s the annual update on accounting, tax, legal, economic and SOLGM matters. Many of these are provided in interactive breakout sessions enabling you to customise your Forum programme to your needs and interests

There’s something for all of the finance team, whether your interests lie predominantly in the mechanics of the financial statements and funding policies, or in the bigger picture challenges such as three waters reform, or on using financial information and processes as a tool for business improvement.

Note: Claiming CPD Credits

Delegates at this Forum who are members of Chartered Accountants Australia and New Zealand (CAANZ) may be able to claim credits towards meeting their Continuing Professional Development requirements. Delegates wishing to pursue this should provide CAANZ with the forum’s outline and confirmation of their attendance (which we can supply).


Day One - Thursday 18 March

9.00 am Mihi Whakatau
Representatives of Wellington City Council


9.15 am
Welcome to the Forum


9.20 am
The Economy in 2021
Hillmarē Schulz, Principal Economist, BERL

To open the event we begin with some reflections on the developing post-Covid economy, what it means for local communities, and other aspects of the economic backdrop over the medium-term. Hillmarē will also reflect on the work BERL have done on the 2020 edition of the adjustors and cost index.

10.10 am Covid-19 and the Finance Function: What Did We Learn and Where Do We Go Next?
Bronda Smith, Chief Financial Officer, Hawkes Bay Regional Council
Diane Brandish, General Manager Finance and Commercial (Acting)
One more person to be advised

The move to, and transition from, the level four alert raised a wide variety of challenges for local government finance function from the challenges of working remotely, to the need to recast annual plans and budgets at sprinter’s pace while keeping one eye on the longer-term.

11.10 am Morning Tea

11.30 am David Gurney, Auckland Council, Taskforce on climate change disclosures

12.20 pm A Word from Our Sponsor: Civic Financial Services
Ian Brown, Chief Executive, Civic Financial Services


12.50
pm Lunch

1.30 pm What’s Coming Up?
Raymond Horan, Chief Advisor, SOLGM

An update on SOLGM, its good works for and on behalf of the sector, and on assorted matters from within the Wellington “beltway”.


2.00 pm
Breakout Rotation One

- Audit Update
Hugh Jory, Sector Manager-Local Government, Office of the Auditor-General

- Accounting Standards
Anthony Heffernan, Director Accounting Standards, External Reporting Board

The annual update on the ever-evolving world of accounting standards.

- LGFA/Cameron and Partners Rates Postponement proposal
Hugo Ellis, Cameron and Partners

A presentation covering a proposed national rates postponement scheme.

2.50 pm Afternoon Tea


3.10 pm Breakout Rotation Two

- Audit Update
Hugh Jory, Sector Manager-Local Government, Office of the Auditor-General

- Accounting Standards
Anthony Heffernan, Director Accounting Standards, External Reporting Board

The annual update on the ever-evolving world of accounting standards.

- LGFA/Cameron and Partners Rates Postponement proposal
Hugo Ellis, Cameron and Partners

A presentation covering a proposed national rates postponement scheme.

4.00 pm Business Intelligence in Environment Canterbury
Representatives from Environment Canterbury, TBC


4.50 pm A Word from Our Sponsor – LGFA

Representatives of the LGFA, TBC


5.00 pm
Close of Day One

5.15 pm The LGFA Networking Drinks

6.30 pm The Civic Financial Services Dinner

Day Two - Friday 19 March

8.30 am Welcome to Day Two

8.35 am The Financial Impacts of Three Waters Reforms – A Panel Discussion
Antonia Robertson, Director – Infrastructure Advisory, PwC
Hamish Waugh, General Manager Assets, Manawatu District Council
Adele Henderson, Chief Financial Officer, Napier City Council

Every territorial authority accepted the Government’s invitation to explore alternative arrangements for the delivery of three waters services. This panel provides some practical perspectives from those who’ve previously considered alternatives to delivery beyond the ‘each to their own’ model.

9.45 am Breakout Rotation Three

- Legal Update
Jonathan Salter and Lizzy Wiessing, Simpson Grierson

The latest in legislation, case law and other legal matters for the finance professional.

- Taxation
Phil Fisher, Tax Partner, PwC

All the latest developments in tax out of what has been an unusual and challenging year.

- Maori land rating – what does the SOLGM guidance say
Raymond Horan, Chief Adviser, NZ SOLGM

We’re expecting the Rating of Whenua Māori Amendment Bill to be law by about the time of the Forum. This session presents the key messages out of the guidance.

10.30 am Morning Tea

10.45 am Breakout Rotation Four

- Legal Update
Jonathan Salter and Lizzy Wiessing, Simpson Grierson

The latest in legislation, case law and other legal matters for the finance professional.

- Taxation
Phil Fisher, Tax Partner, PwC

All the latest developments in tax out of what has been an unusual and challenging year.


- Maori land rating – what does the SOLGM guidance say
Raymond Horan, Chief Adviser, NZ SOLGM

We’re expecting the Rating of Whenua Māori Amendment Bill to be law by about the time of the Forum. This session presents the key messages out of the guidance.

11.30 am A Word from Our Sponsor: Ibis Information Systems NZ
Jordan Hughes, Product Manager, Ibis Information Systems NZ (delivered remotely)

11.50 am Unlocking Efficiencies Where and When to Look
Claire Barclay, Partner – Management Consulting and Amy O’Neill, Manager-Management Consulting, PwC

12.50 pm Summing Up

1.00pm Close



Presenters

Ian Brown
Chief Executive, Civic Financial Services Read Profile
Raymond Horan
Chief Advisor, SOLGM Read Profile
Jonathan Salter
Partner, Simpson Grierson Read Profile
Bronda Smith
Chief Financial Officer, Hawkes Bay Regional Council Read Profile
Lizzy Wiessing
Senior Associate, Simpson Grierson Read Profile
Hugh Jory
Sector Manager, Office of the Auditor-General Read Profile
Phil Fisher
Tax Partner, PwC Read Profile
Jordan Hughes
Product Manager, Ibis Information Systems Read Profile
Hamish Waugh
General Manager - Infrastructure Read Profile
Anthony Heffernan
Director Accounting Standards, External Reporting Board Read Profile
David Gurney
Manager, Corporate & Local Board Performance, Auckland Council Read Profile
Diane Brandish
General Manager Finance and Commercial (Acting) Christchurch City Council Read Profile
Adele Henderson
Director Corporate Services, Napier City Council Read Profile
Claire Barclay
Partner - PwC Read Profile
Amy O’Neill
Manager – Management Consulting, PwC Read Profile
Antonia Robertson
Director – Infrastructure Advisory, PwC Read Profile
Hillmarē Schulz
Principal Economist, BERL Read Profile
Hugo Ellis
Partner, Cameron Partners Read Profile