This year’s forum contains topics intended to strengthen the capacity of local authority finance professionals in their roles both as a ‘trusted advisor’ and as the financial scorekeeper.
Limited tickets available please email events@taituara.org.nz
- 27 Apr 2023-28 Apr 2023
- 09:00 - 17:00
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- Millennium Hotel, 32 Frankton Rd, 9300, Tāhuna Queenstown, Queenstown, New Zealand
About this event
Leading the finance function in tough times
This year’s forum takes place against a backdrop of a worsening global and local economy. We begin with an update on the size and shape of the coming recession and its impact as the sector begins work on the 2024/34 LTP.
The focus is on how the finance function can support councils and communities through tough times. Most of the update sessions are optional, allowing you to customise your experience to your own 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 who wish to pursue this should provide CAANZ with the forum’s outline and confirmation of their attendance (which we can supply).
Day one: Thursday 27 April 2023
9.00 am Registration opens
Tea and coffee from 9.20 am
9.45 am Mihi whakatau
10.00 am Welcome to the forum
Adele Henderson, General Manager Corporate Services, Western Bay of Plenty District Council, and Chair Taituarā Financial Management Reference Group
10.05 am The economy in 2023
Hillmarè Schulze, Chief Economist, and Konrad Hurren, Econometrician, BERL
Aotearoa New Zealand’s leading economic forecasters open this year’s forum and discuss the size and shape of the global and local economic recession, and the economic backdrop for the 2024 LTP.
10.50 am The future for shared services
Natalie Allam, General Manager Service Delivery, CoLAB
Where might shared services go next?
Table-top discussion
• Where do you think the opportunities for shared services lie in your area?
• What barriers do you think will need to be overcome to recognise them?
• Is there a role for Taituarā in assisting councils to identify opportunities to shared services?
12.10 pm Lunch
1.00 pm Marketplace – session one
Choose from:
A. Legal update
Mike Wakefield, Partner, and Matthew Hill, Senior Associate, Simpson Grierson
An update on statute and case law developments of relevance to the finance manager.
B. Accounting standards update
Anthony Heffernan, Director Accounting Standards, External Reporting Board (XRB)
Updates on
• financial reporting developments (new standards impacting preparation of annual financial statements), and
• new climate standards being developed by the XRB and how they relate to local council disclosure expectations concerning climate-related risks.
1.55 pm eInvoicing
Lisa Ringleff, Senior Relationship Manager – eInvoicing, Ministry of Business, Innovation and Employment
2.15 pm Audit update
Amanda Gray, The Office of the Auditor-General
3.10 pm A word from our sponsor – Ibis Information Systems
Jordan Hughes, General Manager – Sales, and Ian Butler, Sales and Commercial Manager, Ibis Information Systems
3.40 pm Afternoon tea
4.00 pm Capital delivery (online presentation)
George Joseph and Vivian Dias, Procurement team, Auckland Council
5.00 pm A word from our sponsor – LGFA
Andrew Michl, Manager, Credit and Client Relations, LGFA
5.20 pm Networking drinks – sponsored by LGFA
Day two: Friday 28 April 2023
8.25 am Welcome to day two
Adele Henderson, General Manager Corporate Services, Western Bay of Plenty District Council, and Chair Taituarā Financial Management Reference Group
8.30 am Strategic treasury management in a challenging environment
Brett Johanson - PwC Partner, Treasury Advisory, and Alex Wondergem - PwC Partner, Treasury Advisory
What does good strategic treasury management look like in an era when finance may be ‘tight’ and interest rates are rising? Brett will also touch on the role of rating agencies and what they look for.
9.20 am A word from our sponsor – Civic Financial Services
Charlie Howe, Chief Executive, Civic Financial Services
9.50 am Morning tea
10.10 am Marketplace – session two
Choose from:
A. Taxation update
Phil Fisher, Tax Partner, and Michelle Macdonald, Director, PwC
All the latest from the world of tax.
B. Giving effect to the principles of Te Ture Whenua Māori Act 1993
Lizzy Wiessing, Barrister, Kate Sheppard Chambers
Some practical advice for those considering how to weave the principles of Te Ture Whenua Māori Act into their revenue and financing policy, development contributions policy, and waivers policy.
C. What does an effective revenue and financing policy look like?
Philip Jones, Managing Director, PJ and Associates
Raymond Horan, Chief Advisor, Taituarā
How can local authorities prepare and engage on effective revenue and financing policy?
11.05 am Marketplace – session three
Choose another topic from the 10.40 am session.
12.00 noon Lunch
12.40 pm Panel: Financial strategies in a time of challenge
Mike Drummond, Group Manager - Finance, Tasman District Council
Tracey Musty, Finance Director, Hamilton City Council
Bruce Robertson, Director, R Bruce Robertson Ltd
Raymond Horan, Chief Advisor, Taituarā (moderator)
What is an effective financial strategy in the modern era?
1.30 pm Three Waters - National Transition Unit update (online presentation)
Mark Loveard and Dave Foster, National Transition Unit
An update on the progress of Three Waters, focusing on matters of interest to finance professionals.
2.10 pm Sum up
Adele Henderson, General Manager Corporate Services, Western Bay of Plenty District Council, and Chair Taituarā Financial Management Reference Group
2.15 pm Close of forum