Institute of Certified Bookkeepers

Directors Election – 2019

The ICB has moved to a new constitution and members have stipulated that 6 Directors are to elected. in this first year of the new constitution all 6 elected positions are to be voted on including the existing Directors of John Birse and Matthew Addison who are available for re-appointment. The term of the Board positions is a maximum of 3 years. To ensure rotation and continuity, 2 positions will be voted on in future years.

The order below was determined by names being drawn out of a hat on Friday 18th January.

Each candidate has been asked to provide an introductory paragraph before the 28th January.  The below will be updated upon receipt.

The full directors nomination – including their detailed nomination information – is available by selecting their name below.

Roslyn Van Weile (Vic, FICB 2008)

(Extracted from nomination)

My appointment to the Board would not only be something that I would be very proud to be, but I am hoping that my years of experience and ability to communicate with people and get things done would be of benefit to the board and future of ICB.

My goal is to help bookkeepers grow as bookkeepers and to be able to be confident in tacking the changes to technology. Bookkeeping is a profession that is needed within our business community. I would like to be able to promote Bookkeepers as financial interpreters that can help business grow.

Leanne Berry (NSW, FICB 2006)

(Extracted from nomination)

Bookkeeping is a wonderful profession and I believe we need to be the drivers of a change both from a business and professional mindset. I have an extremely positive outlook on our industry and believe it is essential to keep the promotion of our industry as a viable entrepreneurial and employment pathway for young people. I am committed to training and development and see this as a core.

By proactively ensuring that internal systems and processes first meet the needs of the future for members foremost and the industry in general. We need to keep members informed and involved and continually question and dive into their needs and desires for training and development and ensure we are meeting those needs in planning activities. To understand the direction of the industry and pre-empt the requirements needed to meet the challenges of that direction to ensure that members have the best opportunities for success.

Lauretta Finis (Vic, FICB 2007)

(Extracted from Nomination)

I understand the pain points of day to day running a bookkeeping practise, finding staff and dealing with clients that we have to juggle and still stay smiling.

Happy to help all members where I can whilst on the board and give them direction of finding that work life balance that I am know realising is very important for ones heath and family.

The feeling I want to give back to my community and industry that I have been in for a long time, helping the newbies in our industry really understand how exciting it can be at times

Melissa Foote (NSW, FICB, 2007)

(Extracted from Nomination)

As a member of the Board I will always be a passionate and engaged advocate for Industry. I have worked in this industry for almost 20 years and really love what I do. This is shown in my dedication to industry, education of Industry participants and in my voluntary roles with ICB.

I am also a strong, independent woman that knows this industry well and can empathise with ICB's members as to the challenges we face both as business owners and women (sorry guys, I'm not excluding you, but we girls have some specific other issues we need to deal with!).

My true passion is to inspire, educate, mentor and to help others achieve confidence and happiness in all that they do. I like to keep things simple in order to facilitate the fastest change and therefore believe in a no-nonsense approach to business and life.

Most of all, I love to have fun, and this includes in business. Yes, we can work hard, but we can also play hard too. Who says work can't be enjoyable and this is what I would like to promote to the members to ensure a healthy work/life balance, whilst also reducing depression and any associated mental health issues.

Marie Whitson (SA, MICB, 2008)

(Extracted from Nomination)

I consider the role of a Director of the ICB to be a prestigious one, and with a genuine respect for those already within it, consider it an honour to serve on the Board. With many years of experience within the Bookkeeping industry and 20 years in my current role, I have the interest, knowledge and professionalism required to represent the organisation and its members across various levels.

My professional and personal ethics are aligned with the values of the ICB and am well-known within the Adelaide & MYOB bookkeeping business community. I am an independent thinker with constructive discussion, negotiation and decision-making skills needed for efficient & effective functioning of an organisation.

I want to be a part of the ongoing purpose and vision of the lCB, with the opportunity to provide input, address issues and to work with, learn from and encourage the ideas of the other more experienced Board members and management.

I will bring scope to the Board of Directors by offering a broad perspective of business issues and experience. I am independent of the day-to-day running of the ICB and can add value by providing input & objective criticism. I have a wide breadth of knowledge, and a personality that meshes with clients, members and associates. I believe the main responsibilities of a Non-Executive Director are helping with strategic direction, monitoring performance and risk, and having the welfare of the people within the lCB foremost in decision-making.

Rob Marshall (WA, FICB 2006)

On the 9th December 2017, as many of you know, I had a major heart attack and very nearly died. Physically, medically and historically, I had no reason at all to think this could occur.

Prior to that date, the Bookkeeping Industry and its amazing leaders within, were always something I looked to for direction along with, “what it could do for me”.

Since that date, my “second chance” has given me a clear revelation that has changed everything, with now a deep desire of “what can I do for others”.

For over 25 years now, I have worked extensively in the Bookkeeping World and have achieved much and gained extensive knowledge and understanding. Now, however, it is I, that wants to value add to the very Industry, that has given me more than plenty.

As a Director of ICB, I believe I can achieve in the “giving back” process, with wisdom and effectiveness.

Darren McMahon (NSW, FICB 2008)

(Extracted from Nomination)

I have been a passionate and devoted member of ICB for some years now. I have always strived to benefit the industry, whether this be on social media answering questions in groups or proposing new ideas. I am not shy to have my say. I am regarded highly by my peers with some even calling me their mentor. I am generally known by many in the industry even if it is just as the guy in the lime green business shirt.

I believe that all of my experience and knowledge in the profession has paved the way for me to be an ideal candidate for a position as a director of the ICB.

John Birse (Vic, FICB, Director 2006)

I have been proud to serve ICB members as a Director for eleven years and seek your support for a further term to provide continuity to the new board. My experience as a Secondary Commerce Teacher, early involvement with computers since the 80's and strong relationship with all Accounting software solutions gives me a solid industry background. As the founder of Jim's Bookkeeping Franchise in 2000 I assisted hundreds of Bookkeepers around Australia and while no longer involved in Franchising I continue to work in finding solutions for business owners. As a BAS Agent I understand demands placed on Bookkeepers and serve as a member of the ATO's BASAAG Committee. I would like to see ICB attract more student members and assist our members achieve better financial rewards.

Jennifer Bourke (Vic, MICB, 2017)

(Extracted from Nomination)

I will bring a wealth of practical experience as a Bookkeeper to the Board, along with a passion for high standards. I believe in instilling a sense of pride in our members, knowing they belong to a professional organisation that values their work.

I have been a volunteer in the community for many years and would love the opportunity to serve and help the bookkeeping community with ICB on a professional level.

I look forward to being able to help promote the purposes and vision of ICB in my clients work and to have the opportunity to work with like-minderd professionals to help guide out profession into the future

Melanie Power (NSW, Affiliate 2015)

(Extracted from Nomination)

I have a very genuine passion for the bookkeeping industry and see this as a wonderful opportunity to give back.

The profession of bookkeeping as we know has been changing and is changing rapidly. The introduction of digital technology has impacted the way we run our businesses and we need to equip the current members with HOW TO strategies around business development.

Being part of a Global Bookkeeping Association has a huge appeal to me, as my presence is Global I believe this is the right platform for me to be able to continue to really champion the profession of Bookkeepers. I have worked in the Commercial sector doing this for the last 4 years and my views moving forward are more driven by a philanthropic POV.

As one person I can only do so much, but as part of a wider team, where we are all driven by the same goal and with combined skills and talents, the possibilities are endless with how the profession can be championed.

Matthew Addison (Vic, FICB, Director, 2005)

I have been involved as the founding director of ICB Australia and been engaged by the ICB community increasingly since 2005. I was very pleased when the planets aligned; the Institute of Certified Bookkeepers (ICB Global), senior bookkeepers (including me) and involving several software companies took the steps to enhance the ability for professional bookkeepers to be accredited and recognised by a world wide but nationally centred professional association, focussed on Bookkeepers. A vision quickly encouraged by government.

My previous background in a leading 2nd tier accounting firm (7 years), then my own business consulting practice (15 years) specialising in business accounting software; working with software company partner programs, training bookkeepers and others including implementing GST into business and training practitioners, all provided great perspective to the role I hold with ICB.

I seek to continue my role with the ICB bookkeeping community making a difference in what we do.

Amanda Linton (Not subject to the election)

will hold the CEO position which is also a Director position.

Background information

  1. The Process: nominations through to online elections
  2. Requirements & Expectations of Directors
  3. ICB Approved Policy & Philosophy
  4. How ICB corporate Governance works

All member reports from 2018 AGM

5. Vote here - not yet open

 

2019 Annual General Meeting of memberss

Financial Statements and Members Meeting Minutes

The Institute of Certified Bookkeepers is proud to provide fully detailed financial statements on an annual basis.

Click on the link below for details of ICBs 2017 Financial Statement

Members Meeting Minutes - Click on the link below for details.

ICB Constitution

Revised Constitution 2018

ICB Approved Policy & Philosophy

Original Constitution 2005 to 2018.

BAS Agents and Tax Agents

BAS Agent Certificate

ICB is a registered BAS Agent which allows ICB to advise in relation to BAS Agents and BAS Services.

Tax Agent Certificate

ICB is a registered Tax Agent which allows ICB to advise on areas that cross over into income tax matters and related areas that are wider than BAS services.

ICB is a Recognised BAS Agent Association

The ICB was advised Tuesday 18 May 2010, that the Tax Practitioner Board (TPB) has recognised ICB under the Tax Agent Services Laws.

ICB continues to grow and develop as more and more bookkeepers (including BAS Agents) recognise the value of a true bookkeeping association that is about bookkeepers helping bookkeepers.

To be a Recognised Association the TPB had to be satisfied that:

  • ICB was properly managed and its internal rules enforced
  • ICB has professional and ethical standards including:
    • 15 hours of continuing education required
    • members are of good fame, integrity and character
    • if in practice then the member has Professional Indemnity Insurance
  • ICB has a satisfactory complaints handling and notifying process
  • ICB is able to pay its debts as and when they fall due

There are other areas of the law and other requirements. The Tax Agent Services law allows the board to recognise associations as being representative of the agents which are now needing to be regulated.

By being a Recognised BAS Agent Association (RBAA), voting members of ICB are now recognised for their added commitment to be creditable and professional in the conduct of their business. At the time of registration a voting member is only required to have 1000 hours relevant experience in the last 3 years (compared to 1400 hours for those not voting members of a RBAA.

The only other real consequence of being an RBAA is that the new laws more formally allow the TPB to work a little more closely with us in the recognition of education and training.

Other associations have also been granted "Recognised status".

ICB continues to represent bookkeepers and BAS Agents to the TPB as a member of the TPB Consultative Forum.

ICB continues to be an association of bookkeepers for bookkeepers. We are comprised of bookkeepers at all levels of expertise and qualification.

ICB Disclosure Statement on Software Company Allegiances

The Institute of Certified Bookkeepers has since its establishment in Australia sought to develop and maintain positive strategic engagement and relationships with the key software suppliers to the Bookkeeper market and therefore the small business market.

These key relationships are about obtaining and providing strategic information for bookkeepers and includes ICB representation to the companies on behalf of bookkeepers and the provision of information by the companies into ICB knowledge base.

ICB engages with the software companies as they are significant influences in our community aswell as providers of significant tools and resources. 

Each of the Software companies listed as strategic partners provide financial support to ICB inline with their level of engagement in our activities and support of the development of the Bookkeeper community.  The support takes the form of annual strategic partnership funding and/or fees for specific participation in conferences and/or advertising in conference manuals and/or specific project funding.

Specifics

MYOB have been a strategic partner and financial supporter of ICB since inception including annual sponsorship and participation in conferences. They are the program sponsor for our Network meetings.

Intuit have become a strategic partner and sponsor since their launch into Australia in 2011.

Reckon have been a strategic partner and sponsor since the launch of ICB.

Xero have been a strategic partner since 2010.

GovReports is a different style of strategic partner where ICB works with them to bring a solution to ICB Members at a preferential pricing and also ICB receive a commission based on ICB member take up of their products.

Various other solutions are researched and advised by ICB when we see them being a solution of value and good information to ICB Members. This may or may not have any relationship between ICB and the provider. Some times this may include the solution provider paying for participation at our conferences and on very few occasions there has been newsletter sponsorship payments.

Participation at our conferences is based on ICB selection of information and value benefit to the members. We do not accept every product nor partner to be at our conferences.

ICB very consciously do not position and advise on any software solution because of any marketing or financial incentive. We have in the past not continued in a strategic partnership due to the marketing messages and direct access to the ICB member database requested. ICB exist for Bookkeepers, their benefit and to provide unbiased information to them. Accordingly we do not put information before you based on commercial rationale alone.

Our advice and information is based on the information and development needs of Bookkeepers, in particular ICB members.

Truths about ICB

What are the ICB Australia links and with who?

ICB is foremost a community of professional bookkeepers seeking to improve, promote and develop the profession of bookkeeping throughout Australia.  ICB Australia is made up by the 4000+financial members of the organisation, another 3000 contacts into the profession and then the team of employed people who provide the services to the community of ICB.  We are a professional association recognised through the Tax Practitioners Board and the provisions of the TASA2009 legislation.

ICB Australia was formed through initiatives of the ICB in the UK. ICB Global was observing the development of the bookkeeping industry in Australia and with the development of the new BAS Agent legislation felt it was a good time to bring their experience and assistance to the bookkeeping community in Australia.

ICB Global approached the largest significant bookkeeping related organisation in Australia at the time being MYOB to assist it in understanding and finding the appropriate approach in Australia.

Matthew Addison (now the Executive Director of ICB) has been associated as a consultant and advisor to the software companies and also with a keen involvement in the development of the software partner communities.

ICB Lobbies and assists MYOB, Xero, Reckon and Intuit in provision of solutions to the bookkeeping community.

ICB Australia is a member of the ICB Global network.  ICB Global provides a licence to use the branding, the crest, the name and provides our involvement in the Global development and influence of Bookkeeping.  ICB Global provides our operating infrastructure including the CRM, Website and assessment platforms.

ICB is funded by the Software Companies.

The Institute of Certified Bookkeepers has since its establishment in Australia sought to develop and maintain positive strategic engagement and relationships with the key software suppliers to the Bookkeeper market and therefore the small business market

These key relationships are about obtaining and providing strategic information for bookkeepers and includes ICB representation to the companies on behalf of bookkeepers and the provision of information by the companies into ICB knowledge base. The relationships have included the sharing of information and has assisted in the production of “How to guides” and manuals.

In the early days as a means of enabling more activity ICB has sought financial support from the software companies to allow us to provide more resources to Bookkeepers.

The financial support has taken the form of annual strategic partnership funding and/or fees for specific participation in conferences and/or advertising in conference manuals and/or specific project funding.

ICB is not and does not wish to become an RTO

ICB does and always has provided training to Bookkeepers

Since 2005 when the vision for ICB Australia was coming into being and its launch in 2006, we have always been about training bookkeepers.  We have always run ICB style "How to" and Knowledge based learning about how bookkeepers should professsionaly be performing their services. 

ICB does not see any need to become an RTO (therefore allowed to conduct and provide formal training in Cert IV etc) as this market is well serviced by many RTO's.  We were closely with a number of Cert IV providers who may partner with us and contribute to the cost of being approved by us and listed with us. 

Part of ICB vision is to inform, empower and equip those trainers who wish to work with us to provide graduates of their courses who will meet the requirements but more importantly the standards and criterior of being a professional bookkeeper.

The Business Support Program

ICB provides support to do-it-yourself bookkeepers.  In some cases this is the Mum&Dad business, in some cases it is the business with an employed bookkeeper.  We have been approached by a number of businesses to provide support at an introduction and assist to bookkeeping level which then provides a formal gateway to obtaining hands on and personal assistance by our Members.  There is someone doing the bookkeeping for the 2.7m businesses in Australia.  The vision of the ICB community is for professional certified bookkeepers to be helping those 2.7m businesses.

 

Membership Statistics - 5,849 Members at 30th November, 2018

4,048 Members maintain Fellow, Member, Associate, Affiliate and Educator Membership.

ICB also has 14 Accredited Training Provider Members and 1,787 Student Members.

ICB Security & Data

ICB Protects your data.  We also never provide our database to any third party.

The ICB Membership system, Event Management, Network Meeting management, myICB and website including the CPE register is provided through ICB Global and its supplier EinTech Software Solutions.

EinTech recently advised as follows

EinTech is proud to announce it has achieved ISO:27001 Certification.

ISO 27001 is recognised worldwide as the standard for Information Security Management.

As an EinTech customer, you have entrusted us to help protect your data. We value this trust, and the privacy and security of your data is one of our top priorities. 

EinTech hosts almost 10 million records across 6 countries, data including passports, credit card processing information, bank account details for direct debit systems and personal information. Data security, privacy and continuity therefore are extremely important to us. This certification is just the latest addition to our already very high standards.

To gain the ISO 27001 award, EinTech proved that we could not only prevent but defend against potential data system vulnerabilities. This achievement was due to our comprehensive suite of information security controls and the management system we introduced to ensure these controls remain efficient and continue to meet our customers’ needs. An annual audit is carried out by an external third party to ensure our systems continue to meet the stringent requirements set out in the ISO 27001 standard.

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