Connectivity and Boundaries of Annual Reporting

The AASB, in collaboration with CPA Australia and CA ANZ, is hosting a Dialogue Series session on Monday, 25 March 2024, from 4:00 pm to 5:15 pm AEDT. Please register via this link

Keynote Speaker

Jade (Shizhe) Chen (The University of Melbourne) 

Jade (Shizhe) Chen is an incoming PhD candidate (Accounting) at the University of Melbourne after recently completing her Honours degree in Accounting. Her Honours thesis has focused on concepts from the ISSB’s proposed sustainability-related disclosure standards. Notably, she investigates whether varying the report location and nature of sustainability information presentation can impact the relevance of sustainability information perceived by investors. She has also previously worked in the Financial Accounting Advisory Services team at EY. 



Rebekah Morgan (GPT)

Rebekah has spent over 20 years working in the property industry with roles at EY, Dexus, New City (based in Japan) and Rawson Homes (as CFO), prior to her current role as Head of Finance at GPT. In her current role, Rebekah oversees the Group Finance, Asset Finance and Shared Services functions, as well as a team who work on process improvements and system implementations.

Rebekah is a Fellow of the Chartered Accountants Australia and New Zealand. Rebekah is also Chair of the Property Council of Australia Accounting Committee and a member of AASB Disclosure Initiative Advisory Committee.


Anne Waters (AUASB)

Anne is a deputy Technical Director for the AUASB and is responsible for research, development and delivery of Australian Auditing Standards as part of the AUASB’s strategy. Anne’s primary focus has been initiatives designed to enhance Audit Quality, and guidance applicable to audits and reviews of historical financial information. Anne is currently working on the development of sustainability assurance standards for adoption in Australia.  


Dr. Lyndie Bayne (UWA Business School)

Lyndie Bayne is a qualified chartered accountant and an experienced accounting lecturer and sustainability researcher. As the Chair of the CA ANZ Sustainability Working Group WA, she promotes the integration of sustainability principles and practices into organisational behaviour.



Siva Sivanantham (Department of Treasury and Finance, Victoria)

Siva is the Director of the Accounting Policy group at the Department of Treasury and Finance, Victoria. The major focus of Siva’s role is driving and facilitating financial reporting excellence within the Victorian public sector. In this pursuit, Siva and his team are responsible for providing robust technical advice on the State’s major transactions and complex financial reporting issues, managing the State’s financial reporting framework (including Victorian Financial Reporting Directions), undertaking independent quality assurance on the State’s major financial publications (such as the budget and annul financial report) and managing key internal and external stakeholder relationships on financial reporting policy matters.

Siva has extensive financial reporting expertise both from a standard-setting perspective as well as the practical application of accounting standards, having previously worked at the Australian Accounting Standards Board, Victorian Auditor-General’s Office, Ernst & Young, Moore Stephens and Grant Thornton in accounting and audit roles for more than eighteen years.


Lou Capparelli (UniSuper Management Pty Ltd)

Lou is Head of ESG, with responsibility for UniSuper’s Environmental, Social and Governance approach in Investments. He joined UniSuper in July 2015 as a Manager, Equities covering a range of domestic and international stocks. In 2018, Lou was appointed co-manager of the Sustainable Australian Equities portfolio. In 2019, he joined the ESG team and was appointed Head of ESG in July 2022.

Lou has worked in equities and financial markets since 1994. Prior to joining UniSuper, he was Head of Research at Evans & Partners, a boutique investment and advisory firm. Lou’s previous roles include Director, Australian Equities with BlackRock Investment Management and Partner, Senior Analyst at Goldman Sachs JBWere (now Goldman Sachs). He began his career at Freehills (now Herbert Smith Freehills), where he qualified as a solicitor in 1992. 

Lou holds a BCom and LLB (Hons) from the University of Melbourne, is a Graduate of the Australian Institute of Company Directors and a Fellow of the Financial Services Institute of Australasia (FINSIA).



Dr Eric Lee (AASB)

Currently serving as the AASB Research Director, Eric is the head of research and leads the AASB Research Centre with the primary responsibility to develop, implement and oversee the AASB’s research strategies that are coherent with the evidence-based approach to setting standards. He is tasked with initiating and managing research/thought-leadership projects that will inform AASB and international standard-setters about current and future accounting and reporting issues. He also plays a significant role in developing and building relationships with Australian and international researchers, policymakers, and standard setters.

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