The 2022 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.

  • 24 Mar 2022-25 Mar 2022
  • 9:00 AM-5:00 PM
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  • Te Papa Tongarewa, 55 Cable Street, Wellington, Wellington, New Zealand
  • 835.00 (plus GST) Members
  • 960.00 (plus GST) Non Members
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About this event


The 2022 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.

Delivery of the capital programme is an area that has been flagged as a strategic risk – especially in an era when an overheating economy and skilled labour shortages are facts of life. This year’s seminar opens with a session on overcoming endemic non-delivery of the capital programme.

Three Waters reform is moving from the policy phases into the legislative and transitional phases. We’ve arranged a session from the Three Waters Transition unit on the work being done to identify and solve the transition issues including the finance and accounting issues. We’ll also take a wider lens to the reform processes in train with an interactive panel from those in the finance, audit and risk professions.

All rolled in with the annual updates on audit, taxation, accounting standards, the economy, the law as it relates to finance managers and the wider policy and practice environment. As always most of the update sessions are optional, allowing you to customise your experience to your background and needs.

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 24 March 2022

9.15am Mihi whakatau

9.30am Welcome to the Forum
Raymond Horan, Taituarā

9.35am Capital delivery
Representatives from PwC, TBC

Historic data suggests that even in the best of times many local authorities struggle to complete more than three-quarters of the capital programme. With some evidence of an overheated civil construction market and skill shortage managing the capital programme is a challenge that will not go away. This session focuses on practical solutions to an endemic problem.

To be followed by a table-top discussion.

11.15am Morning tea

11.35am What we learned in the 2021 LTP round
Hugh Jory, Acting Assistant-Auditor General Local Government, Office of the Auditor-General

The post-LTP reflections from the Audit Office.

12.20pm Te Pae Tata: the new horizon for civic financial services
Charlie Howe, Chief Executive, Civic Financial Services

The latest from the sector’s number one provider of superannuation for local government staff.

12.50pm Lunch

1.30pm Taituarā update
Raymond Horan, Taituarā

All the latest on Taituarā and its good works on behalf of the sector, and the latest in policy and regulatory news from within the Wellington beltway.

2.00pm Marketplace of Information – Session One

  1. Forecasting using the BERL Adjustors and Local Government Cost Index
    Konrad Hurren, Econometrician, BERL

    A practical session covering the construction of the adjustors and Local Government Cost Index and sage advice on using these in financial forecasting.
  2. Taxation update
    Phil Fisher, Tax Partner and Michelle McDonald, Director, PwC

    All the latest in the world of tax.
  3. Accounting standards update
    Antony Heffernan, Director Accounting Standards, External Reporting Board

    update of financial reporting developments (new standards impacting preparation of annual financial statements)
    update on new climate standards being developed by the XRB and how they relate to local council disclosure expectations concerning climate-related risks.

3.00pm Afternoon tea

3.20pm A word from our sponsor: Ibis Information Systems
Jordan Hughes, Ibis Information Systems

3.50pm Marketplace of information – Session Two

  1. Forecasting using the BERL Adjustors and Local Government Cost Index
    Konrad Hurren, Econometrician, BERL

    A practical session covering the construction of the adjustors and Local Government Cost Index and sage advice on using these in financial forecasting.
  2. Taxation update
    Phil Fisher, Tax Partner and Michelle McDonald, Director, PwC

    All the latest in the world of tax.
  3. Accounting standards update
    Antony Heffernan, Director Accounting Standards, External Reporting Board

    update of financial reporting developments (new standards impacting preparation of annual financial statements)
    update on new climate standards being developed by the XRB and how they relate to local council disclosure expectations concerning climate-related risks.


4.50pm A word from our sponsor: LGFA

5.00pm Networking drinks

7.00pm The Civic Financial Services Forum dinner


Day two: Friday 25 March 2022

8.40 Welcome to day two

8.45am What’s all this reform stuff anyhow? – A panel
Bruce Robertson. Director, RBRL Limited
Stephen Halliwell, Director, Working Smarter
Adele Henderson, Chief Financial Officer, Napier City Council and Chair, Taituarā Financial Reference Group

10.00am Morning tea

10.20am Marketplace of information Session Three

  1. Lessons from two infrastructure funding and financing pilot studies
    Representatives of PwC and the Department of Internal Affairs TBC
    As the Infrastructure Funding and Financing Act 2020 was in development, it became apparent that there was significant potential for special purpose vehicle-like thinking to be applied more widely, and to a range of projects and programmes that might not meet the threshold for a ‘full’ SPV model. This session reports on two pilot studies based in the Auckland-Hamilton corridor and in the Eastern Bay of Plenty.
  2. Legal update
    Jonathan Salter and Matt Hill, Simpson Grierson
    The annual update on developments in statute, case law, and other legal matters.
  3. Financial and infrastructure strategies review
    Raymond Horan, Taituarā
    Raymond has reviewed a sample of 24 of the 2021 financial and infrastructure strategies and has some thoughts to share.

11.15am Marketplace of information Session Four

  1. Lessons from two infrastructure funding and financing pilot studies
    Representatives of PwC and the Department of Internal Affairs TBC
    As the Infrastructure Funding and Financing Act 2020 was in development, it became apparent that there was significant potential for special purpose vehicle-like thinking to be applied more widely, and to a range of projects and programmes that might not meet the threshold for a ‘full’ SPV model. This session reports on two pilot studies based in the Auckland-Hamilton corridor and in the Eastern Bay of Plenty.
  2. Legal update
    Jonathan Salter and Matt Hill, Simpson Grierson
    The annual update on developments in statute, case law, and other legal matters.
  3. Financial and infrastructure strategies review
    Raymond Horan, Taituarā
    Raymond has reviewed a sample of 24 of the 2021 financial and infrastructure strategies and has some thoughts to share.

12.05pm The economy in 2022: BERL update
Hillmare Schulze, Principal Economist, BERL

12.50pm Lunch

1.30pm Three Waters Transition
Tim Walker, Mafic (working with the Three Waters Transition Unit)

An introduction to Three Waters National Transition Unit that has been created to execute the Government’s decisions on Three Waters reform and an update on key workstreams and the roadmap for key transition activities. .

2.30pm Close of event



Presenters

Adele Henderson
Director Corporate Services, Napier City Council Read Profile