Conference Programme

NEW FORMAT FOR 2018

MC’d by Mike King, the Conference programme is packed with international and New Zealand keynote speakers; a four-hour MasterClass for specific types of advice; adviser sessions on a wide variety of topics, plenty of networking, the unmissable Awards Dinner, and of course a very busy exhibitor area with a wide variety of providers.

Up to 10 code structured and Financial Advice New Zealand structured CPD hours are available to attendees: 4 hours for the Masterclass (Wednesday afternoon), 2 hours for concurrent sessions, 4 hours for keynote presentations.

The following programme is subject to change. Any amendments to the programme will be updated on the website. Click on the Session titles for more detail.

Register Online


Day 1

Wed 26 Sep

12:30

MasterClass and Conference Registration


13:00

14:00
MasterClass

Risk

Jane Eschenbach, Trevor Slater and Russell Hutchinson

MasterClass

Lending

Bruce Patten, David Windler, Hamish Patel,
John Bolton and Sandra Spence

MasterClass

Investment/Financial Planning

Bevan Graham, Charles Badenach, Clayton Coplestone, Stuart Magrath, Douglas Isles, Julian McCormack, Tim Fairbrother and Noah Schiltknecht


17:30

Welcome Reception


Day 2

Thu 27 Sep

07:30

Financial Advice New Zealand Annual General Meeting


07:45

Tea, Coffee and Registration


08:45

Welcome & Opening Address


09:40

10:40 Morning Tea


11:10

Do You DARE to Succeed
Michael Harrison


12:20

Session One

The Value of Conversations

Ruth Christie

Session Two

Preparation for the New World

Angus Dale-Jones, Barry Read and David Ireland

Session Three

Don Connelly

Session Four

Detecting Deception

Trevor Slater

Session Five

Up Close – Building a Healthy Business Culture

Charles Badenach & Carissa Fairbrother


13:30 Networking Lunch


14:30

14:40

15:45 Afternoon Tea


16:15

Session Seven

Philanthropy – How the Role of the Adviser has changed

Ben Brinkeroff & Cheryl Spain

Session Eight

Specialist Lenders

Your panel: Bruce Smith, Ben Jamieson, Huia Manuel, Rose Acton Adams, Sue Griffiths and Julia Winterbottom.

Session Nine

Is Your Business Growing or Groaning?

Michael Harrison


17:25

Conference Day 2 Closes



19:30 Financial Advice New Zealand Awards Dinner



Day 3

Fri 28 Sep

07:30

Up Close and Personal – A Women’s Perspective

Breakfast with Rebecca Saggau

Numbers are limited


07:45

Light breakfast around the trades


08:30

Highlights from Day One and Two


An Update from Minister of Finance, Hon Grant Robertson


My Story

Short stories of challenges and inspiration


10:00

11:00 Brunch


11:50

13:00 Conference Closes


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