OVERVIEW
TUESDAY – JULY 30
THURSDAY – AUGUST 1

8:30am – 8:50am

REGISTRATION

8:50am – 9:00am

WELCOME

9:00am – 10:00am

KEYNOTE AND Q&A: ORDINARY PEOPLE IN EXTRAORDINARY SITUATIONS

Award winning journalist and author, Leigh Sales, has spoken intimately with individuals who have faced unimaginable situations – from terrorism, to natural disaster, or to just being in the wrong place at the wrong time – to discover how otherwise ordinary people deal with adversity.

10:00am – 11:00am

ETHICS IN ADVICE: DISCUSSION & INTERACTIVE WORKSHOP

Peter Singer, the moral philosopher, Princeton University and Laureate Professor and author frames the topic of ‘ethics’ in professionalism and promotes an interactive discussion to challenge advisers and practice owners about their ethical and moral obligations to clients and society more broadly.

11:00am – 11:30am

MORNING TEA

11:30am – 12:15pm

INSIDE THE SELF-LICENSING TREND

With banks exiting advice and traditional licensees facing disruption, many advice firms are facing the decision about whether or not to take on their own license. Advice practice owners who have both become self-licensed and are contemplating the move share their experiences along-side self-licensing experts.

12:15pm – 1:00pm

GROWTH AMIDST DISRUPTION – GET SMALLER TO GET BIGGER

The fastest growing practices in the country do one thing well rather than try to be everything to everyone. Learn from the best practices in the country about how they have got deliberate about their growth journey.

1:00pm – 2:00pm

LUNCH

2:00pm – 2:45pm

RETHINKING THE VALUE OF ADVICE

Cost is only an issue in the absence of value. In a world where fee models are in transition, advisers are reinventing where they should be ascribing. New benchmarking research reveals a path forward for practice owners.

2:45pm – 3:30pm

TIME TO SPECIALISE

The mark of a profession is specialisation, so as advice moves towards a profession, advisers are likely to become more specialised and gain deeper understanding in their specific areas. Hear from the experience of advisers who have chosen to specialise, particularly in retirement where the demand equation is compelling.

3:30pm – 4:15pm

STARTING WITH A CLEAN SHEET OF PAPER

Many advice practices are changing starting afresh with new business models sweeping into the industry and aligned dealer groups refreshing their strategies. Learn from advisers at various stages of their journey introducing new systems and ways of designing advice journeys into their businesses.

4:15pm – 4:45pm

AFTERNOON TEA

4:45pm – 5:15pm

AGAINST ALL ODDS: ETHICS AND RESILIENCE

In 2013, Al-Jazeera journalist Peter Greste and two of his colleagues were arrested and imprisoned in Egypt. Greste’s story of resilience and preservation of ethics under pressure is both inspiring and instructive.

5:00pm – 5:45pm

MENTAL HEALTH AND VITALITY – MISSION CRITICAL

Half the population will probably experience a mental health issue at some point, and research suggests anxiety and depression are more prevalent in financial services than in many other sectors. This session looks at ways managers create immediate and sustainable changes for improving mental health and what are some of the key steps to getting equipped to tackle mental health challenges.

 

5:45pm

CONFERENCE CLOSE