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Receipt Bank Exchange

Receipt Bank is taking a select group of Receipt Bank partners on a 3-day exclusive retreat for an exchange of ideas, best practices and networks, for free.

Earn 100 points & join us!

Registration deadline 8th March – Don’t miss out
Sign up Today I’m an RB partner

An exclusive experience created to help you stay ahead of industry trends

Join a select group of industry insiders & forward-thinking accounting professionals, who will help take efficiencies to the next level.

Receipt Bank Exchange: An exclusive exchange of ideas, best practices and networks. Learn how to earn 100 points to get your invite!

 

“Don’t just take our word for it”

Here is what our partners have to say about Receipt Bank Exchange!

 

Heather Smith

 

Michele Grisdale

Speakers

LAYNE BEACHLEY 7-time World Surfing Champion

ALEXIS PRENN CEO – Receipt Bank

JOHN CONNOLLY Chief Product Officer

LUIS SANCHEZ General Manager, Australia

Agenda

An exclusive exchange of ideas and best practices in a luxury setting.

Day 1 / Arrive
  • 11AM – 12 Noon // Morning Welcome to Receipt Bank Exchange
  • 12 Noon – 12:25PM // Lunch & Keynote CEO and co-founder, Alexis Prenn, on his insights into the accounting profession and predictions for the future
  • 1:30PM – 2:10PM // Early Afternoon Sessions A selection of topics, from automation in bookkeeping, accountant to client ratio, and strategic partnerships with technology
  • 3:10PM – 3:40PM // Late Afternoon Roundtables Sessions on people, pricing and Sam Rotberg’s story of buying a bookkeeping firm
  • 3:45PM – 4PM // Closing Keynote John Connolly, our Chief Product Officer, on the future of accounting and what’s next on the product roadmap
  • 4PM – 6PM // Break
  • 4:15PM Onwards // Evening Cocktails and networking. Welcome dinner
Day 2 / Engage
  • 9AM – 9:35AM // General Manager’s Morning Keynote After breakfast, kickstart the day by hearing General Manager Australia, Luis Sanchez, explore what’s next for cloud accounting in Australia
  • 9:35AM – 10:20AM // General Leger Panel 3 leading cloud general ledgers join our CPO to discuss the future of accounting
  • 10:20AM // Break
  • 10:30AM – 11:30AM // The Changing Face of Accounting Panel The only constant is change. This practitioner-led panel will discuss how technology, demographics and legislation are changing and accounting industry
  • 11:30AM – 12:15PM // Partner Keynote Hear Lielette from All That Counts on how to embrace change with confidence
  • 12:30PM // Lunch and Close Enjoy lunch before spending the rest of the day exploring the resort. Heading off to an excursion? Grab a boxed lunch on your way out!
  • 12:30PM – 7PM // Choose Your Excursion There are plenty of excursions on offer to soak up the area’s surrounding beauty. The choice is yours.
  • 7PM Onwards // Evening Enjoy a barbecue, drinks and music to round off the day.
Day 3 / Enjoy
  • 6AM – 12 Noon // Morning You can also choose your excursion for Friday morning. Choose from a range of activities including a spa and golf course.
  • 8AM – 11AM // Farewell Breakfast
  • 11AM // Check-Out Check-out on the final day is 11 am. Once checked-out, you are welcome to continue to use the facilities until 4pm.

Excursions

We’ve handpicked an amazing selection of excursions for you to choose from; they include Golf, Snorkelling in the Great Barrier Reef, an afternoon in the Spa, a Rainforest Tour and a beautiful Sunset Cruise.

Snorkelling

Sunset Cruise

Golf

Spa

Ways to Attend

All you need to do is earn 100 points to secure your spot!

CAN I REALLY ATTEND RECEIPT BANK EXCHANGE FOR FREE?
Yes, you can! All you need to do is enroll in our Partner Program and earn 100 points in Orange Select.

HOW DO I EARN 100 POINTS IN ORANGE SELECT?
It’s easy, check out our handy guide below to learn more.

20%Off annual contracts
Action # of points
Sign up for a Receipt Bank Optimize annual contract 70
Sign up for a Receipt Bank Streamline annual contract 65
Sign up for a Receipt Bank Extract Practice or Enterprise contract (pay monthly, or save 20% off an annual subscription) 40
Sign up for a Receipt Bank Extract Professional contract (pay monthly, or save 20% off an annual subscription) 40
Refer 1 friend who signs up for Receipt Bank Extract Practice or Enterprise 40
Upgrade to Streamline for Practice 30
Upgrade to Streamline for Professional 15
Refer 1 friend who signs up for Receipt Bank Extract Professional 10
Refer 1 friend (accountants & bookkeepers only) 2 per friend
(30 pts max)
Add 1 new client to your Receipt Bank subscription and have them submit a document at least once 1 per client
(15 pts max)
Reach 80 points & pay A$350 to attend (Full value $1500 – Flights & Accommodation inc.) 100
Alternative: Pay your way to Receipt Bank Exchange at A$750 + airfare per person 100

AN EASY WAY TO EARN 100 POINTS:

  1. Sign up for any Receipt Bank annual subscription (Extract, Streamline, or Optimize)
  2. Refer 15 of your accountant & bookkeeper friends through our online referral platform, Orange Select
  3. Help us sign up 1 of your friends for Receipt Bank’s Extract Practice or Enterprise subscription

If you take these 3 actions you will earn yourself a trip to the Great Barrier Reef with us!

Alternatively you can pay to guarantee and secure your place today

Pay Now

Receipt Bank is good for everyone. I actually can’t see where it doesn’t work. Just being able to go into the interface as a bookkeeper or tax agent, having one place to view and update items, means incredible efficiencies.

Debra Anderson
Anderson Tax & Consulting

Receipt Bank has made it so that I’ve given my clients back not only time, but real estate that they had to file all those papers.

Michele Grisdale
Rainforest Bookkeeping