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HIGHER EDUCATION STRATEGIC FINANCE & RESOURCE EFFICIENCY SUMMIT

8th - 11th, February 2021
Sydney, AU

Best practise techniques to inform strategic thinking & enhance financial performance

Overview

- Understand how automation is driving efficiency & affecting skills
- Strategic tools for budgeting, forecasting & planning
- Articulate value fluently in financial & non-financial terms
- Learn best practise techniques to inform strategic thinking

Agenda

Create an innovation-led finance function
Financial resilience for the future
Understanding data for better analysis - Perspectives from Swinburne University
Strategically adapting to market changes in higher education
It all adds up - The value of strengthening your skills to encourage stakeholder buy-in
Transforming ACU's Business Intelligence capability
The art of storytelling - A new but crucial skill for finance & accounting professionals
A leader's view on the future of finance
Learn how to make informed decisions in the face of constant change
Balancing finance demands with business needs
Develop analytics skills in your finance team
The future is here - Prepare for the transition to automation
Hype vs myth - How to develop a roadmap for finance in the digital world
Invest in your success
Summit Day One

09 Feb

Case Study

As Australia's 'first university' and a world-leading institution, the University of Sydney continues to thrive by using automation to improve service levels and deliver better experiences for its 20,000 staff and 70,000 students.


Over the last year, Wayne launched a passion project: The Automation and Innovation Hub Incubator, which received a Blue Prism global prize for robotics start-up of the year 2019. Wayne will share his experience bringing the Board on a journey of long-term planning and financing for the University on a 2030 time horizon, leading a root and branch transformation across the University's fragmented human capital, systems and processes.


- Marry strategy with financial insight

- Identify global financial technology enterprise trends

- Opportunities and challenges of financial digital transformation

  • Wayne Andrews Chief Financial Officer The University of Sydney

Expert Commentary

Public universities in Australia occupy a unique position from a financial perspective. On paper, they're set up as a not-for-profit, though they need to generate consistent operating surpluses to sustain their operations and investments. If you look at the financial resilience of different universities, you can learn a lot about the sector. Understanding this helps you model the impact of future scenarios on universities' finances.


- Recognise the long-term trends in university profitability

- Identify the key drivers of university profitability

- Discover how to measure university financial resilience

  • Justin Bokor Independent Strategy & Growth Advisor Justin Bokor Advisory

Case Study

Most organisations understand the immediate value of data capturing and analytics, which is why universities are beginning to shift as they look for more opportunities to thrive. Matthew will share his extensive experience building a data culture and reporting capability from scratch to help you gain a deeper understanding of its importance.


- Build a data culture and reporting capability from scratch

- Work with a contemporary Big Data platform to manage large data sets

- Understand the architecture of contemporary Big Data tools and platforms

Case Study

The pressure is on to deliver sharper cost efficiencies. Finance professionals have been called to step up as strategic business partners and exert influence over leaner, dynamic business models. While changes in higher education bring opportunities for innovation, change also welcomes risk. Narelle will outline some useful strategies for responding to risk from a financial perspective.


- Identify risk-related areas

- Evaluate revenue sources and allocation of resources

- Develop appropriate response procedures

Panel

Your stakeholders will determine if you and your project thrive. The good news is that you are in control. Stakeholder engagement will help motivate, direct and lead expectations towards appreciation and support of your work. Technical excellence is essential - you still have to deliver the ‘right outputs’ in the ‘right way’, but achieving this is helped enormously by building and leading a motivated project team, and creating a supportive and helpful cadre of senior stakeholders.


- The importance of knowing your stakeholders and understanding what is important to them

- Why trust is a must

- How to advise upwards

  • Kelvin Peuser Vice President, Finance Infrastructure & Risk Avondale University College

  • Donelle Claudianos Interim General Manager Australian National University

  • Phillip Neal Head of Group Financial Planning & Analysis Macquarie University

  • Narelle Pearse Deputy Vice Chancellor, Finance & Planning CQUniversity

  • Karma Auden Director Finance & Business Services University of Canberra

Case Study

Early on in ACU's Business Intelligence (BI) transformation, they learned a lesson: it's not about tech - it's about people. Technology and data are the new tools of strategic planning, but decision-makers require convincing. What is the ROI? What are the risks? At the outset, the problem is often poorly defined. It takes skill and genuine engagement with people to understand what is required, creativity to prototype a suitable fit and the necessary smarts to get things right. Data-driven decision making doesn't mean sacrificing good governance, and it doesn't mean leaving decisions entirely to a machine.


Join Omer as he explores the challenges and opportunities faced during ACU's business intelligence capability transformation.


- Leverage the value of rich data sources

- Improve risk management and quality assurance

- Track operational activity and performance against strategic goals

  • Omer Yezdani Director, Office of Planning & Strategic Management Australian Catholic University

Case Study

As we move into an era of automation and digitisation, there’s an ever-growing need to analyse and interpret data. You likely weren't taught how to communicate numbers, which is why Karma is on a quest to bring storytelling into the profession. Karma can guide you on how to translate and interpret numbers for those who find them dull and confusing, supporting you in achieving stakeholder buy-in and making strategic, informed business decisions.


- The ingredients of successful storytelling

- Persuasive narratives and their importance in business

- Improve communication with business stakeholders

  • Karma Auden Director Finance & Business Services University of Canberra

Summit Day Two

10 Feb

Case Study

Higher education has a rich and long-standing history in Australia's education, research and innovation system. However, as public colleges and universities are becoming more relevant than ever in our knowledge-intensive society, many have come under intense financial pressure to do more with less. Join Richard as he helps you gain a deeper understanding of the forward-focus on higher education finance from a leader's perspective.


- How to achieve a 'meeting of minds', ideal for synergies and shared growth

- Leverage future thinking to see opportunities and create strategies to realise them

- Future-proof your organisation

  • Richard Porter Chief Financial Officer Flinders University

Case Study

We're experiencing fundamental shifts in how we live, work and play. While Australia is a global success story, change is constant, so higher education must keep up if it is to remain competitive. Stay up-to-date as Anna shares with you her insights into how to make informed decisions in a rapidly changing industry.


- Situational audit - learn to recognise and leverage contextual forces in changing times

- Recognise the opportunities brought with change

- Gain clarity on changes needed to accommodate future thinking

  • Anna Mallett Finance, Resources & Planning Manager, Faculty of Arts Monash University

Panel

Commercial and operational agility is often slowed down by the need to source data and analyse its value. It may be tedious, but the benefit of reporting is unquestionable. In higher education, commercial challenges like these are among the toughest to overcome. Join our panel as they explore how they have harnessed an abundance of data to deliver successful outcomes.


- Reporting as the answer to deeper commercial understanding

- Find optimal ways to report under tight constraints

- Understand business goals and work strategically towards them

  • Adrian Plumb Associate Director of Financial Planning & Analysis Australian National University

  • Diane Green Recently Retired Formerly with University of Sydney Library

  • Sean Lee Director, Enterprise Data & Analytics RMIT University

Case Study

Data literacy is the ability to read, write and communicate data in context, including an understanding of data sources and constructs, analytical methods and techniques applied. Stakeholders outside of the finance department must be able to understand the data story. Otherwise, the information is unusable and the value unseeable. The prevalence of data and analytics capabilities requires everyone ‘speak data’ as a universal language.


Sean specialises in information management, business intelligence, revenue analytics and performance improvement, and can help you understand how to build solid analytics skills in your finance team.


- Data literacy in the finance context

- Buy vs build vs outsource

- Differentiating data skill sets and building a fit-for-purpose team

  • Sean Lee Director, Enterprise Data & Analytics RMIT University

Expert Commentary

Higher education is evolving, which means we need to keep pace with change. Intelligent automation can help you can devote more time to high-value tasks and make space for creativity, driving innovation. Join Anthony as he shows you how to use intelligent automation to free time for high-value tasks while guaranteeing consistency in repetitive process work.


- Identify automation opportunities within a business or organisation

- Communicate the benefits and ROI of intelligent automation to key stakeholders

- Prepare for, and successfully manage, the transition to automation

  • Anthony Bosisto Intelligent Automation Industry Leader, Tutor & Mentor Swinburne University of Technology

Case Study

Not having a technology roadmap is dangerous, so how does a finance department take control of an area driven by IT? A design-thinking intern in the UTS Finance Department researched the hype vs myth of what enabling technologies benefit finance and explored the group ideation process (using Post-Its) to prioritise initiatives, collaborating with internal and external partners and getting stakeholder/team support for the implementation. Explore UTS' journey and discover how you can use enabling tech to solve business problems.


- Match products with business objectives and get the right product for your organisation

- Identify opportunities for enabling technologies to solve business problems

- Take control of strategic and operational planning within your finance team

  • Daniel Chew Head of Finance Systems & Projects University of Technology Sydney

Roundtable

Cheryl will summarise the takeaways from the event and help you develop strategies for career progression.


- Key lessons from the summit

- Important skills to help you succeed

- Develop an action plan moving forward

  • Cheryl Alderman Executive & Business Coach Be Ultimate Coaching & Training

Speakers

  • Wayne Andrews

    Chief Financial Officer

    The University of Sydney
  • Richard Porter

    Chief Financial Officer

    Flinders University
  • Kelvin Peuser

    Vice President, Finance Infrastructure & Risk

    Avondale University College
  • Karma Auden

    Director Finance & Business Services

    University of Canberra
  • Omer Yezdani

    Director, Office of Planning & Strategic Management

    Australian Catholic University
  • Sean Lee

    Director, Enterprise Data & Analytics

    RMIT University
  • Daniel Chew

    Head of Finance Systems & Projects

    University of Technology Sydney
  • Adrian Plumb

    Associate Director of Financial Planning & Analysis

    Australian National University
  • Donelle Claudianos

    Interim General Manager

    Australian National University
  • Anna Mallett

    Finance, Resources & Planning Manager, Faculty of Arts

    Monash University
  • Anthony Bosisto

    Intelligent Automation Industry Leader, Tutor & Mentor

    Swinburne University of Technology
  • Phillip Neal

    Head of Group Financial Planning & Analysis

    Macquarie University
  • Diane Green

    Recently Retired

    Formerly with University of Sydney Library
  • Nicole Robertson

    Management Consultant and Trainer

    Capital Training College
  • Justin Bokor

    Independent Strategy & Growth Advisor

    Justin Bokor Advisory
  • Cheryl Alderman

    Executive & Business Coach

    Be Ultimate Coaching & Training
  • Narelle Pearse

    Deputy Vice Chancellor, Finance & Planning

    CQUniversity

Partners

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Pricing

Venue

Pullman Quay Grand Sydney Harbour

61 Macquarie Street, Sydney, NSW, 2000, Australia

02 9256 4000

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