SESSIONS

Day 1

9.00am - 9.30am

VIRTUAL EXHIBITION Earn CPD points here!

9.30am - 9.40am

Day 1 - Welcome from Principal Partner BT and MC Shelly Horton

Shelly Horton
SHELLY HORTON

Journalist, TV presenter, MC

Brand innovation: How to build a game changing brand in a time of crisis

9.40am - 10.00am

What if 2020 wasn’t entirely the disaster it currently feels like? What if now was the perfect time to reinvent our brand? And what if 2020 has actually provided us with a rare opportunity to future-proof our businesses? In this inspiring and practical presentation, Dan Gregory will explain how to build a game changing brand in a crisis and how crisis can actually be an asset in your communications strategy.

Specifically, Dan will explain:

  • How to build your brand and your innovation through a value lens rather than a product filter
  • How to communicate with who customers and clients are today, not who they were six months ago
  • Why we need to move from “story telling” to “story doing”
Dan Gregory
DAN GREGORY

Speaker, Author & Social Commentator

10.00am - 10.10am

Q&A with Dan Gregory

Network innovation: Technology or service? It's got to be both

10:10am - 10:30am

Sponsored by

BT

The role of technology has come to the fore during the COVID-19 pandemic. Technology has become key to delivering the information and assistance that advisers require to service and support their own clients. It has also made it more efficient for advisers to interact with clients seamlessly. The challenge for the industry is to provide the innovative technology that advisers need, alongside the business support advisers deserve. And not just now, but in the longer-term.

BT’s GM, Platforms, Investments & Operations, Kathy Vincent, will provide insights into innovative products and services for advisers designed to:

  • Deliver a seamless experience for clients
  • Create smoother compliance processes
  • Enable deep efficiency every day for advisers businesses
Kathy Vincent
KATHY VINCENT

GM, Platforms, Investments & Operations, BT

10.30am - 10.40am

Q&A with Kathy Vincent

10.40am - 10.55am

VIRTUAL EXHIBITION Earn CPD points here!

Panel: Process innovation - How to maximise efficiency by optimising your day-to-day operation

10.55am - 11.20am

Sponsored by

Implemented Portfolios Feedsy

Navigating COVID-19: Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigating through this challenging time.

Phil Pilgrim
PHIL PILGRIM

Corporate Development Executive, Implemented Portfolios

Steve Holmes
STEVE HOLMES

Co-founder & Director, Feedsy

Customer engagement innovation: Illustrated advice - Using augmented reality to demonstrate client goals and outcomes

11.20am - 11.45am

Augmented reality is demonstrating how risky or impetuous decisions can redefine financial and life-changing outcomes. With the power of AR, your clients can visualise the impact of their investments. This innovation in customer engagement goes beyond the sale.

Jamie Engel, our expert in augmented reality and AI, will reveal how this new technology can:

  • Maximise client engagement and education through virtual scenarios and how their spending can make a dramatic difference to their life plan
  • Explore different strategies to implement technologies that are accessible for all your clients, and for the stage of your business
  • Create an interesting and stimulating advice environment and a vehicle for enhanced training.
Jamie Engel
JAMIE ENGEL

Founder, Neutopia.co

11.45am - 11.55am

Q&A with Jamie Engel

11.55pm -12.00pm

Day 1 - Wrap up

12.00pm - 5.00pm

VIRTUAL EXHIBITION Earn CPD points here!

Day 2

9.00am - 9.30am

VIRTUAL EXHIBITION Earn CPD points here!

9.30am - 9.40am

Day 2 - Welcome from Principal Partner BT and MC Shelly Horton

Shelly Horton
SHELLY HORTON

Journalist, TV presenter, MC

Network innovation: Client demands for sustainable and responsible innovation and investment

9.40am - 10.00am

In an increasingly socially conscious community in the aftermath of the bushfires and COVID-19, how do advisers navigate through a time of disruption and factor in social and governance? With clients demanding transparency and evidence of their investments, Simon O’Connor, Chief Executive of the Responsible Investment Association Australasia (RIAA), will reveal some of the intricacies, advantages and myths around this increasingly popular and ethical form of investment.

This session debunks how switching to a socially responsible investment portfolio is good for return and good for your client’s loyalty. Learn how to utilise resources from your investment and product partners to:

  • Navigate scepticism through research, data and case studies of responses from the broader community
  • Understand how other companies manage their risk in a portfolio sector
  • Engage the socially aware and proactive Millennials in preparation for the great transfer of wealth
  • Adopt conversation guidelines on how to convey long-term value through responsible investment
Simon O’Connor
SIMON O’CONNOR

Chief Executive, RIAA

10.00am - 10.10am

Q&A with Simon O'Connor

Product Showcase with Finclear

10.10am - 10.20am

Sponsored by

FinClear

Navigating COVID-19: Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigating through this challenging time.

Tony Lynch
TONY LYNCH

Chief Commercial Officer, FinClear

Product Showcase with Midwinter

10.20am - 10.30am

Sponsored by

Midwinter Financial Services

Navigating COVID-19: Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigating through this challenging time.

Peter Panigiris
PETER PANIGIRIS

Business Development Manager, Midwinter Financial Services

Product Showcase with ETF Securities

10.30am - 10.40am

Sponsored by

ETF Securities

Navigating COVID-19: Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigating through this challenging time.

Kanish Chugh
KANISH CHUGH

Co-Head of Sales, ETF Securities

10.40am - 10.55am

VIRTUAL EXHIBITION Earn CPD points here!

Product system innovation: How to adopt fintech like a start-up

10.55am - 11.15am

In the start-up community, the ecosystem and environment is rapidly changing, it requires a mindset shift to be truly successful. The foundation and idea of Rollit was built through a customer-centric view of poor experience with superannuation funds. In this session, we delve into how financial advisers can think like a fintech to create, test, fail and implement customer feedback quickly.

Learn how to adopt a product system innovation strategy like a fintech to:

  • Create non-core product or services, to add value with a customer centric approach
  • Drive an agile strategy for fast integration and implementation
  • Adopt collaborative company culture and an external network of partners
Mark Macleod
MARK MACLEOD

CEO, Rollit Wealth

Q&A with Mark Macleod + Product Showcase with Stropro

11:15am - 11:30am

Sponsored by

Stropro

Navigating COVID-19: Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigating through this challenging time.

Service innovation: How technology can make us more human

11.30am - 11.50am

At its core, innovation is the ability to make changes that creates value. It has never been more important for advisers to innovate the way they deliver their advice. We will not return to business as usual and old methods of acquiring and servicing clients will need to be revised to remain relevant. Simon will present new opportunities and emerging risks that this rapid change has brought with it.

In this session you will learn how you can overcome the challenges that digitalisation has brought to the workplace to:

  • Deliver advice in an engaging, flexible and interactive way
  • Leverage technology as a tool to enhance our humanity
  • Adopt a digital mindset that encourages knowledge transfer to add value
Simon Waller
SIMON WALLER

Futurist, Author, Keynote Speaker, and Founder, The Digital Champions Club

11.50am -11.55am

Q&A with Simon Waller

11.55pm -12.00pm

Day 2 - Wrap up

12.00pm - 5.00pm

VIRTUAL EXHIBITION Earn CPD points here!

Day 3

9.00am - 9.30am

VIRTUAL EXHIBITION Earn CPD points here!

9.30am - 9.40am

Day 3 - Welcome from Principal Partner BT and MC Shelly Horton

Shelly Horton
SHELLY HORTON

Journalist, TV presenter, MC

Structure innovation: Pro-tips to leave lasting impressions at virtual meetings

9.40am - 10.00am

2020 is the year of the virtual meeting. Now Zoom has replaced the office meeting room, we have seen the horror of people walking around in their undies or turning on a filter so they look like a potato. The truth is, video conferencing is hard. Internet drop-outs, bad lighting and people talking over each other can make it a challenge for the most confident of players. Performing well in online meetings is a vital new skill for you and team members in client facing roles. And it’s a skill you’ll use for years to come.

In this practical presentation, Shelly Horton will give you tips on:

  • Setting up your computer to help you look and sound great on camera
  • Some cheeky presentation tricks - learn what great TV and radio hosts do to prep their mind and face for a great presentation
  • The do's and don’ts of virtual meetings - how to be a good host and a good client on Zoom for professional meetings
Shelly Horton
SHELLY HORTON

Journalist, TV presenter, MC

Q&A with Shelly Horton + Product Showcase with Astute Wheel

10.00am - 10.15am

Sponsored by

Astute Wheel

Navigating COVID-19: Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigating through this challenging time.

Panel: Channel innovation: Strategies to enhance your advice value chain and better deliver client goals

10.15am - 10.40am

Sponsored by

WealthO2 Praemium

Navigating COVID-19: Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigating through this challenging time.

Shannon Bernasconi
SHANNON BERNASCONI

Managing Director, WealthO2

Mat Walker
MAT WALKER

Chief Commercial Officer, Praemium

10.40am - 10.55am

VIRTUAL EXHIBITION Earn CPD points here!

Product performance innovation: Healthy, WELLthy and wise

10.55am -11.15am

Gain insights on how to cultivate a network that can help to foster your advice practice. Melissa Meagher will share her journey as a previous financial adviser and her motivations for developing her money coaching business. Melissa explores the interpersonal and emotional side of financial planning with her clients. She works alongside financial advisers to strengthen their value proposition, creating a relationship loop that is sticky. She supports her clients to implement the recommendations provided by their financial advisers, as well as working with those who may not be financially fit to engage with financial advisers.

In this session, learn how you can develop strategies to:

  • Diversify service offering and enhance the process of engagement
  • Strengthen your value proposition and identify new clients in the current environment
  • Create a sticky client relationship through case studies from her three models of engagement
Melissa Meagher
MELISSA MEAGHER

Money Mindset and Success Coach, Talking Money

11:15am - 11:25am

Q&A with Melissa Meagher

Service innovation: How to adopt data and analytics as a core business strategy

11.25am - 11.45am

In a post-COVID world where the future of the workplace will ultimately evolve, there will be a new face of client experience and engagement. In this session you will gain insights on how to drive value by implementing data and analytics into your core business strategy. Hear from our expert speaker Marcus Cann, Head of Partnership Engagement at Volt Bank. At Volt, analytics powers the real-time customer experience around journeys (rather than products) using nudges and real-time advice and support to help customers. Learn the innovative techniques used from digital onboarding and fraud and threat detection, to the real-time analytics architecture that allows real-time decisioning models to run in transactions and interactions.

Marcus Cann
MARCUS CANN

Head of Partnership Engagement, Volt Bank

11:45am - 11:55am

Q&A with Marcus Cann

11.55pm -12.00pm

Day 3 - Wrap up

12.00pm - 5.00pm

VIRTUAL EXHIBITION Earn CPD points here!