Social Sector Conference

The social sector works under special conditions. That’s why, at Westpac, we’ve developed a whole range of banking solutions to suit not-for-profit organisations and community groups.

1.Understanding and delivering to your day-to-day financial requirements.

2.Designing and innovating our products and services for your unique needs.  Providing specialist bankers who are dedicated to servicing social sector customers. 

3.Connecting you with financial education, training and resources – all designed specifically for our community customers. 

We recognise that you’re part of a unique and specialised sector. We believe we have a responsibility to local communities, beyond our corporate confines.  You’ll see our sense of responsibility reflected in our corporate behaviour over 193 years.

To support your people, we offer you ours.  Our dedicated Social Sector Bankers are equipped with local expertise and specialist sector knowledge to support you.

Along with our partners we will discuss:

- increasing revenue for your organisation

- making it easier for your supporters to support you

- expense management & controls

- successful partnerships

- building employee advocacy and employee retention

We look forward to assisting you build sustainability for the long term. 

8.00am – 8.30am           Registration Opens

8.30am- 8.35am          Formal Welcome

8.30am- 8.35am          Opening Address

INCREASING REVENUE TO YOUR ORGANISATION

9.00am – 9.45am   Investment Strategies - A Social Sector Solution 

A successful investment strategy will ensure that you are there for the long term and to continue to do what you do well, look after your members.

Opportunities are always present, but in a volatile market there is also a heightened concern of potential risk.   Moreover, with many charities facing changes in the way they receive their funding, more and more are relying on their investment returns.
 

There has therefore never been a more crucial time to understand the forces shaping the performance of portfolios and predicting future trends.

In this session we will talk about:

• The new funding paradigm for Australian banks
• Technical aspects of deposits
• Product innovation in deposits
• Portfolio construction

Presenter: Romeo Kojic, BT Funds Manager, Western Australia

MAKING IT EASIER TO GIVE AND RECEIVE

9.45am- 10.30am        Online Donations and Membership Collection. 

Donations or membership payments are often the lifeblood of community organisations, and creating online payment solutions can be an expensive exercise.

PayWay is a simple and secure online payment collection system without IT hassles.

To help NFP's get cash into their organisation faster, Westpac has created PayWay for Memberships and Donations. It's a secure online payment system developed especially for the not-for-profit sector.

Presenter: Romeo Kojic, BT Funds Manager, Western Australia

10.30am – 10.50am       Morning Tea & Networking

EXPENSE MANAGEMENT & CONTROLS

10.50am – 11.30am      Community Pre Paid & Virtual Cards

Do you need to make regular staff reimbursements or require access to petty cash funds?

Do you want to stop handing out physical cash or applying for credit cards?

A simple and secure way to give staff, coaches, volunteers and members instant access to funds. 

Staff can get the funds they need, instantly, wherever Visa is accepted.  You choose how much is loaded onto the card, whether it's for single use or to be reloaded at any time.

Travel Management Solution - Virtual Cards

Do you have an effective Travel Management System in place with your preferred travel agent(s)?

The Virtual Card will deliver ease of management and reconciliation of travel bookings made with your preferred travel agent(s).

Expense Management Solution

David will also talk about how to manage your cards via Electronic Management Systems for VISA IntelliLink and Mastercard SDG2.

Presenter: David Mason,Senior Manager, Commercial Cards. Global Transactional Services

SUCCESSFUL PARTNERSHIPS

11.30am – 12.00pm       Helping your supporter support you  - Westpac Income Raising Initiative

Forget those sausage sizzles, raffle ticket sales and time consuming fund-raising activities.Want to find out how your supporters can help to create a simple and effective extra income stream for your organisation.  Find out about Westpac's Income Raising initiative.

Guest Speaker – David Hill, Snr Business Development Manager, NewCo Financial Service

12.00pm– 1.2.45pm      Raising Income through Grants & Sponsorships

The Government grant environment is constantly changing with both Federal and State governments announcing new programs on an ongoing basis.

For NFP’s, grants and entitlements are a fantastic way to extend already stretched resources and improve cash flow to support growth and sustainability.  Anne will share with us her expertise in this area.

Guest Speakers –         Grantsmart – Anne Furey, Principal Consultant / Partner & Prosper – Jan Bryson, Director, ETI Consulting Pty Ltd

12.45pm – 1.00pm        Financial Education is the key.

If you don't understand what your financial statements are telling you, how can you make the right financial decisions?

We all know that social sector organisations are driven by a common purposeor a cause within the community, however if an organisation drives with their hands "off the wheel" then any number of outcomes could prevail.

At Westpac (through the Davidson Institute) we assist many social sector organisations learn how to interpret their financial statements and to make 'better financial decisions'.

Presenter: Richard Hicks, Business Development Manager, Davidson Institute

1.00pm – 1.45pm                      Lunch & Networking

EMPLOYEE RETENTION & ADVOCAY

1.45pm – 2.15pm        Employee Benefits Card - For Public Benevolent Institutions (PBI)

The easy way to pass on tax benefits to staff.  It's no secret that employees of PBI often earn low salaries.  That's why the Australian Government offers tax relief to these employees, making a portion of their salary tax-free for certain goods and services.  To make the accounting and administration processes involved with this tax break less difficult, we can simplify the process of awarding Fringe Benefits Tax to your staff with Employee Benefits Cards.

Presenter: Miles Williams, Business Development Manager, PBI Solutions

2.15pm – 2.45pm          BT Lifetime Super – Employer Plan – We Tick All the Boxes.

Even with the GFC, superannuation had grown $1.257 trillion to March 2010 (APRA) statistics.  With over 44 investment options and online administration, combined with one of the highest ratings from Chant West, Heron and Super Ratings, BT Lifetime Super – Employer Plan, ticks all the boxes.

Presenter: Phil Mills, Super Consultant WA, .Corporate Super Distribution, BT Financial Group,

2.45pm – 3.15pm           GUEST SPEAKER

3.15pm – 4.15pm           Drinks, Nibbles & Networking