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.

  • 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
  • 835.00 (plus GST) Members
  • 960.00 (plus GST) Non Members
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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 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 27 April

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

NZ’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, 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.

C. Audit update

TBC, Office of the Auditor-General

1.55 pm eInvoicing

Lisa Ringleff, Senior Relationship Manager – eInvoicing, MBIE

2.15 pm Marketplace - session two

Choose another topic from the 1.00 pm session.

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

Speaker and outline TBC

5.20 pm A word from our sponsor – LGFA

Mark Butcher, Chief Executive, LGFA

5.40 pm Networking drinks

Day two: Friday 28 April

8.30 am Strategic treasury management in a challenging environment

Brett Johanson, Partner – Corporate Treasury Advice, PwC

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 three

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 four

Choose another topic from the 10.40 am session.

12.00 noon Lunch

12.40 pm The sector update

Raymond Horan, Chief Advisor, Taituarā

All the latest on Taituarā and its good work on behalf of the sector, and the latest in policy and regulatory news.

1.10 pm 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)

And to finish, what is an effective financial strategy in the modern era?

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


Raymond Horan
Chief Advisor, Taituarā Read Profile
Adele Henderson
Director Corporate Services, Napier City Council Read Profile
Hillmarè Schulz
Principal Economist, BERL Read Profile
Konrad Hurren
Econometrician, BERL Read Profile
Mike Wakefield
Partner, Simpson Grierson Read Profile
Matthew Hill
Senior Associate, Simpson Grierson Read Profile
Anthony Heffernan
Director Accounting Standards, External Reporting Board Read Profile
Jordan Hughes
Product Manager, Ibis Information Systems Read Profile
Mark Butcher
Chief Executive Read Profile
Brett Johanson
Read Profile
Charlie Howe
Chief Executive, Civic Financial Services Read Profile
Philip Jones
Principal PJ & Associates - Chartered Accountant Read Profile
Bruce Robertson
Director at R Bruce Robertson Limited Read Profile
Lizzy Wiessing
Read Profile