ACSA Victoria Finance Forum Program

Transcription

1 Thursday, 23 April 2015 ANZ Building, Level 34, Melbourne Room, 100 Queen Street, Melbourne 8.00am-8.30am 8.30am-9.00am 9.00am-9.30am 9.30am-10.10am 10.10am-10.40am 10.40am-11.10am 11.10am-11.40am 11.50am-12.20pm 12.20pm-1.20pm 1.20pm-2.00pm 2.00pm-2.30pm 2.30pm-3.00pm 3.00pm-3.40pm 3.40pm-4.00pm 4.00pm-4.30pm REGISTRATION Forum opening & industry update - Heather Witham, Manager, Government Relations & Policy, ACSA Mergers & Acquisitions - Matt Reid, PriceWaterhouse Coopers DAPs, RACs, DACs & means testing - a consumer perspective - Paul Dwyer, Aged Care Financial Solutions MORNING TEA Consumer Directed Care - financial implications for providers and accounting policies - Lorraine Poulos, Consultant Maximising income through legislative compliance in residential aged care - essential processes and staffing implications Paul Griffiths, Consultant ACFA work plan and insights, including New and Significant Refurbishment guidelines - Melissa Crampton, Department of Social Services LUNCH Financial sustainability - operations through to capital management - Heath Shonhan, Bentleys Chartered Accountants Retirement Village Contracts and the Consumer Protection Act - Rosemary Southgate, Russell Kennedy Lawyers Debt recoveries in aged care - Daniel Taylor, CCSG Legal The significance of refurbishment to sustainability - Joseph Zhang, RSM Bird Cameron Effective utilisation of your allied health team - Nick Heywood-Smith, Wellness & Lifestyles NETWORKING DRINKS

2 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.

3 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. 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. 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. 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.

4 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 lowcost 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.

5 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.

6 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.