ACSA Victoria Finance Forum Program
Thursday, 23 April 2015
ANZ Building, Level 34, Melbourne Room, 100 Queen Street, Melbourne
8.00am-8.30am REGISTRATION
8.30am-9.00am
Forum opening & industry update
-
Heather Witham, Manager, Government Relations & Policy, ACSA
9.00am-9.30am
Mergers & Acquisitions
-
Matt Reid, PriceWaterhouse Coopers
9.30am-10.10am DAPs, RACs, DACs & means testing - a consumer perspective
-
Paul Dwyer, Aged Care Financial Solutions
10.10am-10.40am MORNING TEA
10.40am-11.10am Consumer Directed Care - financial implications for providers
and accounting policies
-
Lorraine Poulos, Consultant
11.10am-11.40am Maximising income through legislative compliance in
residential aged care - essential processes and staffing
implications – Paul Griffiths, Consultant
11.50am-12.20pm ACFA work plan and insights, including New and Significant
Refurbishment guidelines
-
Melissa Crampton, Department of Social Services
12.20pm-1.20pm LUNCH
1.20pm-2.00pm
Financial sustainability - operations through to capital
management
-
Heath Shonhan, Bentleys Chartered Accountants
2.00pm-2.30pm
Retirement Village Contracts and the Consumer Protection Act
-
Rosemary Southgate, Russell Kennedy Lawyers
2.30pm-3.00pm
Debt recoveries in aged care
-
Daniel Taylor, CCSG Legal
3.00pm-3.40pm
The significance of refurbishment to sustainability
-
Joseph Zhang, RSM Bird Cameron
3.40pm-4.00pm
Effective utilisation of your allied health team
-
Nick Heywood-Smith, Wellness & Lifestyles
ACSA Victoria Finance Forum Program
Matt Reid, Partner in
the Pricewaterhouse
Coopers Melbourne
Deals Practice. Over the last 20 years Matt has advised buyers and sellers on more than 60 M&A transactions across a wide range of industries including not for profit sector and aged care.
Lorraine Poulos specialises in providing
support to the health, aged and disability sectors, was a former Board member of ACS and Chaired the
Community Care
Advisory Committee for several years. Lorraine has extensive experience in aged care, is a member of the DSS Advisory Panel and has provided over 80 CDC Budgeting sessions across Australia. Rosemary Southgate is the head of Russell Kennedy Lawyers Property and Development team and a Law Institute of Victoria Property Law Accredited Specialist. She specialises in the areas of aged care and retirement villages, commercial property and leasing. She regularly advises peak industry bodies such as the Property Council Australia in their dealings with Government and was recognised by Best Lawyers 2014 as the Melbourne Retirement Villages and Senior Living Law "Lawyer of the Year".
Heath Shonhan is a
Business Advisory Director of Bentleys Brisbane. Heath is closely involved with
Australia’s health and ageing sector and heads up Bentleys’ National Health and Ageing Business Unit and the Bentleys National Aged Care Survey team. He is a key advisor to many in health and ageing, including a wide range of private and not-for-profit providers and
capital funders.
Daniel Taylor is the MD
of Credit Collection
Services Group, CCSG Legal and Taylor Investigations. Daniel
has gained extensive experience in both
commercial and
consumer recoveries, as well as commercial and insolvency litigation. Daniel’s experience in acting for nursing homes and suppliers to the industry is expansive. He is often called upon to take active roles in the preparation of credit departments, credit terms of trade right through to complex litigious matters.
Paul Dwyer
has been in the finance industry for 16 years. For the past 12 years, he has focused on the seniors market, providing Credit Advice and more recently Aged Care Advice to older Australians and their families. Paul has been approved as an Accredited Aged Care Professional tm by Aged Care Steps, and holds an Australian Credit Licence issued by ASIC. He is also a Justice of the Peace.
ACSA Victoria Finance Forum Program
Joseph Zhang is a consultant with RSM Bird
Cameron who works with
his clients to ensure that their financial performance and position allows them to achieve and exceed their targets. He has been immersed in the Living Longer Living Better (LLLB) reforms, his efforts allowing him to provide the financial solutions to guide his clients through the changes.
Nick Heywood-Smith is a
registered physiotherapist, CEO and founder of W&L
Aged Care Services and W&L Learning. Both companies have been developed in collaboration with his wife Nikki after recognising that care of the elderly needed to improve in Australia and this could only be done by attracting quality therapists and nurses into the industry. The company has over 250 staff and therapists and is the national market leader in the provision of mobile allied health services to aged care facilities in Australia.
Melissa Crampton is the Director of the
Subsidies and Supplements Section, in the Funding Policy and Legislation Branch of the Ageing and Aged Care Stream within the
Department of Social Services. The Branch is
responsible for the development of policy and technical advice on funding and legislation issues relevant to the aged care sector and works closely with the Aged Care Financing Authority.
Paul Griffiths was with the Commonwealth
Government for 20 years, including 14 with the Department of Health and Ageing. Subsequently Paul was an Admissions Manager with Southern Cross Care and currently provides a consultancy service on Commonwealth operational requirements such as transfers, sales and admissions; funding applications including ACAR; and maximizing residential aged care services’ income through detailed analysis of Medicare Statements (subsidy/supplements) and residents’ fees and payments.
Aged & Community Services Australia (ACSA) is the national peak industry body for mission based aged care providers in Australia, representng over 800 church, charitable and community based organisations throughout the country. The ACSA Victoria branch represents aged care providers in Victoria who provide high level services through the State in metropolitan, rural and remote locations.
Donations have been made to charities on behalf of speakers, who have given freely of their time.
ACSA Victoria Finance Forum Program
Major Sponsor: ANZ
ANZ has the specialist capabilities needed to guide you through the ever-changing financial and regulatory landscape of the healthcare sector. In particular, our national team of Aged Care and Retirement Living specialists have an in-depth understanding of the complexities and realities your industry, combined with a proven track record in supporting our client’s growth aspirations.
We are committed to building a long-term relationship with our clients. Our industry specialists work with both local and national providers in the not- for- profit, private and public sectors. Our banking partnerships now support in excess of 45,000 aged care beds and 40,000 retirement living units.
Satchel Sponsor & Exhibitor: HESTA
For more than 25 years HESTA has focused on helping those in the health and community services sector reach their retirement goals. We now
have more than 785,000 members, 155,000 employers and more than $29 billion in assets.
HESTA's size means we can offer many benefits to members and employers. These include low fees, a fully portable account, easy administration, access to low-cost income protection and death insurance, limited financial advice (at no extra cost), super education sessions and transition to retirement options. We also
provide access to great value health insurance, banking and financial planning.
Exhibitor: Wellness & Lifestyles Australia
Wellness & Lifestyles Australia (W&L) Group of companies specialises in aged care and provides mobile allied health services, aged care education and ACFI consultancy to clients and facilities across Australia. Established in 2003, W&L are now market leaders in the provision of mobile allied health services in Australia. W&L Services provides the full scope of allied health services in Australia including physiotherapy, podiatry, speech pathology, occupational therapy and dietetics. W&L Education provides online and offline healthcare and aged care education as wewll as ACFI nursing and consultancy services Australia wide. Servicing over 350 facilities nationally, W&L has become the benchmark supplying 'best in class' services that surpass needs.
ACSA Victoria Finance Forum Program
Exhibitor: TechnologyOne
TechnologyOne is Australia's largest locally owned enterprise software provider. They have over 25 years experience delivering industry specific solutions. Their aged care solution, OneAgedCare is an integrated enterprise software system designed to help aged care providers run more efficiently and effectively.
OneAgedCare is Living Longer, Living Better
compliant and assists with ACFI management as well as other funding management, budgeting, financial reporting and beyond. OneAgedCare is delivered in partnership with HealthMetrics, a leading provider of technology and consulting services to the aged care industry.
Exhibitor: Arthur J. Gallagher
Arthur J. Gallagher is the world’s 4th largest
insurance broking and risk management
company. They have an extensive national broking network of more than 30 locations across Australia and provide broking solutions to a wide range of clients from small to medium enterprises through to large multi-national corporations, as well as affinity partners and associations.
They have been working with Aged & Community Services Australia (Victoria) for the past year and aim to continue delivering on their aspiration 'to position you to financially survive any insurable event' through maintaining local relationships with their clients, leveraging their national and trans-Tasman influence with insurance companies to negotiate better deals and more coverage options, providing you with the 24/7 support and experience of their dedicated national claims team, and making the most of their global capability of industry-specific experts and offshore markets for your benefit.
Exhibitor: e-Tools Software
e-Tools Software applications are designed to assist aged care providers with improving compliance, management and administrative efficiency. With a unique philosophy of "One App, One Task", e-Tools' core focus is to deliver industry-relevant, time saving and user-friendly applications.
As the trusted partner of over 1,100 sites nationally, find out how e-Tools' software applications can assist you to successfully manage processes and meet compliance requirements.
ACSA Victoria Finance Forum Program
Exhibitor: Murray Strategic
Led by Linda Murray, Murray Strategic specialises in three key aged care services:
Resident Select - a secure and dedicated web based aged care calculator and CRM
that assists you and your residents to achieve the best financial outcome
Aged Care Tours - prospect residents get unparalleled access to your features and
amenities using your own tailored iPad App
Industry Training - financial and aged care specific Sales training, just to name a
few, designed to improve prospect conversion
Post July 2014, Murray Strategic has helped over 400 aged care facilities to improve their business success.
Exhibitor: Accru
Accru has over 200 professionals and support staff in seven offices across Australia and New Zealand. This local expertise is backed by the resources of an international practice. Through our membership of CPA Associates International, we can leverage the expertise of accounting professionals in 64 countries, to help
you maximise your international business potential. Our practice has been an auditor and advisor to various non-profit organisations including Charitable associations, Community Health and Housing, Welfare providers, Medicare Locals, Drug and Alcohol funding recipients, Aged Care & Retirement Living, Education and Research companies, Public Hospitals, Sporting organisations, and various industry associations for over 40 years. In particular, two of the partners, namely
Greg Winnett and Andrew Lane have more than 60 years combined experience in public sector and not-for-profit audits.
