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 Taituarā 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).

Accommodation

We have secured a special delegate rate of $200.00 per night per room at the James Cook Hotel Grand Chancellor. Bookings can be made via the online booking link here. This rate is for Executive Rooms only and is subject to availability.


Day One - Thursday 18 March

9.00am Mihi Whakatau
Representatives of Wellington City Council


9.15am
Welcome to the Forum


9.20am
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.

10.10am 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)
Mike Nield, Taranaki Regional Council, Chief Financial Officer

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.


11.10am Morning Tea

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

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


12.50
pm Lunch

1.30pm What’s Coming Up?
Raymond Horan, Chief Advisor, Taituarā & Ann Thomson, Manager Communications & Partnerships, Taituarā

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


2.00pm
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.

2.50pm Afternoon Tea


3.10pm 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.


4.00pm Business Intelligence in Environment Canterbury
Manisha Joshi, Team Leader Enterprise Data & BI, Environment Canterbury

One dashboard to have all your finance related queries answered. Seems too good to be true, well ECan has one. We would like to share our journey of creating and implementing this solution that helps managers and executives find any finance-related answers easily.

4.50pm A Word from Our Sponsor – LGFA
Mark Butcher, Chief Executive, LGFA


5.00pm
Close of Day One

5.15pm The LGFA Networking Drinks

6.30pm The Civic Financial Services Dinner

Day Two - Friday 19 March

8.30am Welcome to Day Two

8.35am 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, Director of Corporate Services, 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.

9.45am 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 Taituarā guidance say
Raymond Horan, Chief Adviser, NZ Taituarā

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.

10.30am Morning Tea

10.45am 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 Taituarā guidance say
Raymond Horan, Chief Adviser, Taituarā

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.

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

12.00pm Unlocking Efficiencies Where and When to Look
Claire Barclay, Partner – Management Consulting and Amy O’Neill, Manager-Management Consulting, PwC

1.00pm Summing Up

1.05pm Close



Presenters

Ian Brown
Chief Executive, Civic Financial Services Read Profile
Raymond Horan
Deputy Chief Executive, Taituarā 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
Hillmarè Schulz
Principal Economist, BERL 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
Hugo Ellis
Partner, Cameron Partners Read Profile