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Susan Alberti AC

Dr Susan Alberti AC

HonLLD (Monash University), HonDUniv (Victoria University), FAICD

Chair

Susan Alberti Medical Research Foundation

Level 1, Suite 1.01

202 Jells Road

WHEELERS HILL VIC 3150

 

Susan (Sue) Marie Alberti AC HonLLD (Monash University), HonDUniv (Victoria University), is co-founder and Managing Director of the DANSU Group and Chairman of the Susan Alberti Medical Research Foundation.

 

Susan and her late husband Angelo established DANSU Group as an industrial and commercial builder and developer of industrial estates and business parks approximately 45 years ago..... click here for full biography

 

Topic: Respect, Responsibility, and Making a Difference

No tragedy, no challenge has proved too hard for Susan Alberti.

 

The woman from the working-class suburbs has battled boardrooms, courts, lymphoma and adult diabetes-and was the one leading the charge behind the AFL’s move into women’s football.

 

When her first husband was killed by a truck, Susan took over their constructions business, becoming a female pioneer in the building industry.  When her daughter was diagnosed with type 1, she embarked on a mission to find a cure.  When her beloved football club the Western Bulldogs was threatened with annihilation, she worked as vice-president to bring home the 2016 premiership flag.  Confronted with the exclusion of women from the AFL, she battled to open the game to all and kept up the fight with much needed finance and on-ground support when others were ready to signal defeat.

 

This story of passion, generosity and a woman who will inspire you to take on the seemingly impossible and triumph.

Ryk Eksteen

Ryk Eksteen

Audit Principal, Collins & Co

Ryk heads up the Audit division of Collins & Co. Collins & Co is the largest accounting firm in the Western Suburbs. Drawing on over 64 years' experience advising businesses across various industries, the firm has extensive expertise in working with Not-for-Profit organisations. The firm's approach is to place an emphasis on systems, risk exposure, accounting Collins & Co policies, governance issues and understanding the client's objectives.

 

Ryk specialises in the areas of audit and business services and has extensive experience advising and auditing Not-for-Profit organisations including dealing with compliance and corporate governance. His involvement in these organisations enables management to focus their time where it should be spent on achieving the organisation's objective of making a valuable contribution to the wider community.

 

Ryk is a Registered Company Auditor, a registered SMSF Auditor, has a Bachelor of Accounting and an Honours Degree in Accounting and is a member of the Institute of Chartered Accountants Australia. He also serves as a Director on the Board of the AIOH Foundation and is a former Director of the I CAN Network Limited.

Accounting Standards – The Good, The Bad & the Ugly

AS1      Accounting Standards Changes for NFPs – The Good, the Bad & the Ugly

AASB 15: Revenue from Contracts with Customers / AASB 1058: Income of Not-for-Profit Entities


In 2016, the Australian Accounting Standard Board issued its new income recognition requirements for NFP entities, following a decade-long project to improve the income recognition requirements for Not-for-Profit (NFP) entities. AASB 15 is effective for accounting reporting periods beginning on or after 1 January 2018.

 

Professional Accounting bodies have warned that AASB 15, together with AASB 16, represent the most significant change to financial reporting since the International Financial Reporting Standards (IFRS) adoption in Australia in 2005.

 

The new requirements are expected to result in better matching of income and related expenses as income recognition will now be deferred when there is a performance obligation or any other liability.

 

Under the new income recognition model, a NFP first considers whether AASB 15 Revenue from Contracts with Customers applies to a transaction or even a part of a transaction. For AASB 15 to apply to a transaction, the performance obligation(s) arising from the transaction needs to be ‘sufficiently specific’ and ‘enforceable’.

 

Where AASB 15 does apply to a transaction or part of a transaction, the NFP applies the general AASB 15 principles to determine the appropriate revenue recognition. When AASB 15 does not apply to a transaction or part of a transaction, the NFP then considers whether AASB 1058 applies.
Organisations will need to consider impacts which include, but are not limited to, the following:
• The timing of recognition and amount of revenue recognised may change
• changes to the organisation’s systems, processes and controls may be required
• extensive new financial reporting disclosures may be required

 

This session will give attendees an introduction into the accounting processes required to account for revenue recognition under AASB 15/ AASB 1058 in the Not-For-Profit environment.

 

AS2     Accounting Standards Changes for NFPs - The Good, the Bad & the Ugly

Continuation of session AS1

 

AS3      Accounting Standards Changes for NFPs - The Good, the Bad & the Ugly

AASB 16: Come and Experience the Fundamental Overhaul of Lessee Accounting
AASB 16 will bring the majority of leases (including so called operating leases) onto balance sheet from 2019, being one of the most significant changes to financial reporting since the adoption of International Financial Reporting Standards (IFRS) in Australia in 2005.

 

Effective for accounting reporting periods beginning on or after 1 January 2019, AASB 16 removes the concept of operating and finance leases for lessees, replacing it with a single accounting model. Property and equipment leases previously recognised off-balance sheet will be accounted for as right-of-use assets with associated lease liabilities, bringing more transparency about an organisation’s future lease commitments.

 

Implementing the new leases standard is expected to pose financial and operational challenges, especially for organisations that lease large numbers of assets, hold long-term or complex leases, or have service contracts with embedded leases. Many organisations are not yet well progressed in implementing the standard, despite the effort expected to apply the accounting change.

 

This session will give attendees an introduction into the accounting processes required to account for leases under AASB 16 in the Not-For-Profit environment.

David Locke

David Locke

Assistant Commissioner, Charity Services

 

David Locke is the Assistant Commissioner, at the Australian Charities and Not-for-Profits Commission (ACNC). The ACNC was established in 2012 as the national regulator of charities in Australia. Prior to this date the Australian Taxation Office had been the de-facto regulator of charities. David was the Chief Adviser to the Treasury Taskforce that established the ACNC and now has responsibility for the regulator’s one to one to one services. David previously held senior roles at the Charity Commission of England and Wales for over nine years including as Executive Director of Charity Services. David started his career as a lawyer in private practice and spent ten years running non-profits in central London. David has served as a board member and volunteer on a range of non-profit organisations and has acted as an adviser to a number of international Governments on issues of NPO regulation. David is an active commentator on issues affecting NPOs, charity law and regulation, philanthropy and all things digital.

 

Topic: Latest developments of the ACNC and the current topical issues in the NFP space

David Locke, Assistant Commissioner, Charity Services, Australian Charities and Not-for-Profits Commission (ACNC), will give an informative talk about the latest developments by the ACNC  and the trends and issues in the Charities and Not-for -Profit sector.  This will be a valuable insight in to where the sector is heading.

Bianca Crocke

Bianca Crocke

Fish Community Solutions

Bianca Crocker, aka The Fish Chick, is the woman behind Fish Community Solutions; a business that works with small or emerging non-profit organisations to build sustainable funding models so they can create positive change in our world. In 2012 she was awarded FIA’s Young Fundraiser of the Year and was a finalist in the Global Fundraiser of the Year. With over ten years’ experience in the charity sector, Bianca is a passionate and enthusiastic fundraiser who holds the Certified Fund Raising Executive (CFRE) accreditation. She loves sharing her knowledge with those working in the charity sector whenever possible. As such, in recent years she has taken on multiple guest speaking opportunities both in Australia and New Zealand, and has been a tutor for the FIA’s education Program for about five years.

 

Topic: The Power of People

Fundraising is all about relationships, so for your organisation to have success in this area you need to develop strong connections with your supporters. In this presentation, you will learn:

  • Key tips for engaging your supporters
  • Why your donors are your true heroes 
  • The most important word in fundraising
  • Ways to build your community support

 

Topic: Key Tools for Small Charity Success

Life in a small charity can be tough, but with a small shift in thinking and tweaking how you do things, it can be made a lot easier. In this presentation, you will learn about some of the key tools to ensure more success in your organisation, including:

  • Case for Support - the one document your charity shouldn't be without
  • Fundraising Strategy - keeping it simple and useful
  • Engagement Plan – ensuring donor communication is purposeful
  • Donor Database - it needs to be more than a spreadsheet
Gordon Jenkins

Gordon Jenkins

The Visible Guy

Gordon Jenkins, The Visible Guy, is an international speaker, coach and mentor and the authority in ‘Surviving and Thriving in a Changing and Challenging World’. A concept he delivers through his premier programs Network with Purpose™ and Your Path. Our Journey™. The Visible Guy has spent over 20 years enabling others to navigate, commit to and action change. He supports, helps and guides his audiences through the maze of self-belief breaking down barriers, encouraging self-driven accountability and celebrating success.

 

He has held senior positions for five of the world’s leading financial institutions and advised some of Australia’s wealthiest private families. He is Chair of Lung Transplant Research Australia (‘Lungitude Foundation’) delivering world’s best practice and better life expectancy for lung transplant recipients and their families. Today, The Visible Guy enables the seemingly unimaginable outcomes to happen. How deep is your desire?

 

Topic: Network with Purpose™- Surviving and Thriving in a Changing and Challenging World

Client perception is your reality. Decisions we make in our personal and business life are centred around 3 key human desires. Understanding these needs will deliver a tactical and strategic advantage to your organisation.

 

Networking with Purpose™ demonstrates the detriment of collecting ‘likes’ versus establishing deep outcome-based relationships. It also identifies when and where you should utilise the 30 Pathways to Network and the 17 Differentiation Frameworks.

 

In this session, Gordon Jenkins, The Visible Guy, will share how these concepts impact his approach to connecting personal behaviour and desires with strategic outcomes, by using real people, real outcomes and experiences drawn from his personal, corporate and not-for-profit success. How deep is your desire?

Julie Weldon

Julie Weldon

Managing Director, JAW Communications

Julie Weldon has always had a passion for helping leaders and their teams harness the power of communication to grow their organisations and spread their message. She and her team at JAW Communications provide support to a wide range of organisations, from banks and universities, to consultants and not-for-profit organisations. Julie works directly with leaders on communication strategy, reputation and issues management and employee engagement. She starts by asking questions to understand what you’re trying to achieve, and ensure the strategy is right, then gets hands on – from planning and providing strategic guidance to coaching, crafting messages and managing various channels. She loves a challenge – helping organisations meet their objectives no matter their budget. In recent years, she has worked extensively with not-for-profit organisations such as the Foundation for Rural and Regional Renewal and Gardiner Dairy Foundation, and run campaigns such as Community and Philanthropy Partnerships Week. Julie is a past Board member of the Victorian chapter of the International Association of Business Communicators (IABC) and has been a regular judge, and winner, of the global IABC Gold Quill Awards.

 

Topic: Getting known on a shoestring budget

It’s a constant challenge for not-for-profit organisations to get the word out about the great work they are doing, both to attract support and to let people know what support they can provide. In most cases, NFPs aren’t rolling in money, so they need to find ways to do this on a shoestring! It’s a challenge, but there are options. Julie Weldon, managing Director of JAW Communications, will share some of her insights, strategies and key learnings from working with not-for-profit organisations for more than 20 years. She’ll share some practical tips about how you can connect and engage with your key stakeholders and make an impression on a shoestring budget. It’s not easy … but it is possible by being smart about where you put your time and money!

Katrina Baddeley

Katrina Baddeley

CEO, Victorian Regional Community Leadership Programs Secretariat (VRCLP)

Kat is the Chief Executive Officer of the Victorian Regional Community Leadership Programs Secretariat (VRCLP). Driving in excess of 20,000 kilometres annually she travels the banks of the Murray River to the Great South Coast, Gippsland to the Wimmera and everywhere in between experiencing first-hand the passion and power of a community leadership network across Victoria. Kat brings a wealth of experience in strategic planning, organisational design, human resource management, program design and implementation. Kat possesses strong research, analytic and evaluation skills and enjoys learning new technology to encourage best practice thinking and efficiencies across organisations she works with. Her current passion is learning all there is to learn about social impact measurement. With a passion for building resilience in her community Kat demonstrates this through her work as a volunteer board director across a number of diverse boards. Recently Kat was appointed to the Federation University Business School Advisory Board reviewing course design and delivery models that are fit for purpose for students and for businesses across all sectors. Kat holds a Masters of Business Administration and is a member of Australian Institute of Company Directors (AICD), The Australasian Society of Association Executives (AuSAE) and Social Impact Measurement Network Australia (SIMNA) Ltd.

 

Topic: Leadership - A New Way of Doing Business

As Australia becomes increasingly urbanised, rural and regional Australia needs strong leadership to advocate for its needs. The Victorian Regional Community Leadership Program (VRCLP) association members develop leaders - individually and collectively to make a positive difference in their communities. VRCLP’s member programs use an experiential approach to education and capacity building so that participants build on their leadership skills in a safe environment this coupled with the provision of feedback via mentoring and other tools allows them to use the skills through a do, learn, do approach to learning.

 

Participants in the programs who are ultimately involved in community decision making need to understand, respect, and trust one another, even when they have diverse perspectives and backgrounds, they need to have the skills and tools to find creative, workable solutions and they need to pay at least as much attention to the common interest of communities as they do their own personal interests.

 

During the presentation, we will explore the “Why” behind the formation and purpose of VRCLP, explain our roots in Economic and Community development- bottom up approach that celebrates the diversity of our regions and allows each program to tackle regional and as well as Australian issues. 

 

Currently unique to Victoria our programs operate 'in a region, for a region' and it is this strength of diversity and ability to meet the changing strategic needs of rural and regional communities that result in positive economic and social outcomes for Victoria. The presentation will also consider the following questions:

  • Why are we attractive to business, Government and boards?
  • What impact are the programs having across rural and regional Victoria- economically and socially?
Michael McGann

Michael McGann

Business Development, Financial Planning Industry

Michael began working in Business Development roles in 2005 in the financial planning industry. Working with small financial planning businesses he supported business owners to develop their client engagement strategies; including customer value propositions, positioning statements and marketing strategies. In 2011, he joined a small consulting firm specialised in the for purpose sector. In this role he worked with clients ranging from Aboriginal and Torres Strait Islander organisations, domestic violence support organisations, the Victorian state government and local government on matters ranging from social enterprise feasibility studies, governance training, marketing and positioning strategy development. In 2013 he joined skysdesign as the Business Development Manager. Skysdesign is a creative agency and social enterprise working exclusively with the for purpose sector,state and local government as well as for profit businesses seeking to make an impact through social procurement. Since joining skysdesign, Michael has evolved it’s service offering from just print and website design to include marketing strategy development and implementation, video and animation creation and branding and rebranding design. Skysdesign has worked on branding projects with clients as large as Brotherhood of St Laurence and the Victorian government and as small as community neighbourhood houses. Michael’s approach to brand development for clients provides them with insights into their uniqueness within their sector and value that this delivers to their audience to enhance their position and to build brand advocates.

 

Topic: For Purpose Organisation Branding

Defining the brand of your for purpose organisation allows you to achieve a number of critical requirements in the success of your organisation. Clarity of brand allows organisations to:

  • Bring cohesion to an their internal and external identity;
  • Identify who it is they want to engage; and 
  • Differentiate themselves from other organisations in their sector;
  • Decrease competition for funding in the sector by clearly standing for something

 

This session will explore the following elements of organisation identity:

  • What is a brand;
  • Why is brand important;
  • Value Proposition and Positioning;
  • Measuring Brand Strength;
  • Brand Archetypes

 

Topic: Value Propositions & Positioning

A strong Value Proposition is a critical component of any organisations brand. The Value Proposition is essential in positioning the organisation & differentiating it from other services. A clear Value Proposition allows an organisation to control how it is perceived by key stakeholders in regards to factors that are of critical importance to them. It allows an organisation to demonstrate that it understands its relationships with a target audience (funders, supporters, referrers).

 

Sometimes it is difficult for ‘for purpose’ organisations to identify a Value Proposition beyond the delivery of services to their beneficiaries. However, all organisations continue to exist because they are delivering services that create value in society. This value might be expressed in feedback provided by funders, consumers or their families or it could be captured in the willingness of other organisations to partner with you in the delivery of services.

Natalie Egleton

Natalie Egleton

CEO, Foundation for Rural and Regional Renewal

Natalie Egleton is passionate about facilitating effective responses to issues facing rural communities and working collaboratively to achieve sustainable outcomes. She was appointed CEO of Foundation for Rural and Regional Renewal (FRRR) in 2015, having joined them in 2012. As CEO, she is responsible for shaping FRRR's strategy, designing new programs and developing and nurturing new funding partnerships. In her previous role, she led programs supporting natural disaster recovery and preparedness and social innovation. Prior to FRRR, Natalie consulted to not-for-profit organisations in program evaluation, undertaking research, analysis and developing strategic business plans. She also held in-house roles at Evolve (Typo Station) and at ANZ, implementing projects that made a tangible difference to the lives of people living in rural, regional and remote Australia. Outside work, Natalie lives in a small rural community in rural Victoria and has been actively involved in a number of committees, so she knows too well the challenges that small community groups face.

 

Topic: Show me the money: Practical tips on grant-seeking

Local leaders know what they need to build strong, vibrant and sustainable communities. However, finding the funds to make the vision reality is often a challenge, particularly for small rural, regional and remote communities.

 

There are a lot of grant programs available, but there are also a lot of groups looking for funding.

 

Since 2000, the Foundation for Rural & Regional Renewal (FRRR) has distributed more than $70 million in grants to support more than 8,000 community projects in rural, regional and remote Australia.

 

This means FRRR has seen a lot of applications – and is well-placed to share insights about what makes an application stand out. 

In this interactive workshop, Natalie Egleton, CEO of FRRR, will share practical tips on how community groups can access funding to help address important community issues, ranging from aged care to education, and all things in between. She will also provide a list of what not to do!

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