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Thu 3 & Fri 4 August 2017

Building a Better Future for Consumers, Advisers and Providers
Conference

Programme

MC’d by Mike King, the Conference programme is packed with international and New Zealand keynote speakers; 90 minute Spotlight sessions for specific types of advice; one-hour adviser sessions on a wide variety of topics, plenty of networking, the big Awards Dinner, and of course a very busy exhibitor area with a wide variety of providers.

The following programme is current as at 2 February, but 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

Thu 3 August

7:45

Tea, Coffee & Registration


9:00

Welcome & Opening Address

Opening comments from the Minster of Commerce and Consumer Affairs Hon Jacqui Dean


9:40

The Value of the Adviser

Dr. Phillip M. Randall


10:40am Morning Tea


11:10

Workshop on Planning

Pre-retirement Planning Model: A 20-Year Retrospective 

Dr. Phillip M. Randall

Spotlight on Investing

The Hunt for Yield

Facilitated by Stuart Magrath
Panel: Ted Alexander; Greg Fleming; Tim Edwards, Douglas Isles

Compliance Clinic

Your 90-Minute Health Check

Facilitated by Angi Mann and Andrew Gunn
Session speakers: Derek Grantham, David Ireland, Barry Read and Trevor Slater

Spotlight on Risk

Facilitator: Dr Michael Naylor
Panel: Ben Coulter, Bartosz Piwcewicz and Bernard Seeto


12:40 Networking Lunch


13:40

14:40 Afternoon Tea


15:10

Adviser Session One

Recruiting Top Talent for Your Business Future

Cecilia Farrow

Adviser Session Three

Global Trends in Artificial Intelligence and Healthcare

Ted Alexander

Adviser Session Four

Client Estate Planning: What’s it got to do with me?

Bryan Ivamy and Aaron Hing

Adviser Session Five

The Value of Diversification in Adviser Businesses

Colleen Dennehy and Ryan Edwards


16:20

Adviser Session Six

The Hidden Factors Behind Financial Decisions

Dr Jane Horan and Sumita Paul

Adviser Session Seven

Communicating Your Value as a Real Financial Adviser

Carl Richards

Adviser Session Eight (Repeat)

Client Estate Planning: What’s it got to do with me?

Bryan Ivamy and Aaron Hing

Adviser Session Ten

Advice is Dead, Long Live Advice!

David Boyle


17:20

Conference Day One Close


19:00

Pre-dinner drinks followed by Conference and Awards Dinner (optional – ticket required)


Day 2

Fri 4 August

7:45

Light breakfast around the trades


8:25

Highlights from Day One


08:30

My Story

Mike King

My Story

Carol Saxton

My Story

Sam Stubbs


09:30

10:25 Morning Tea


10:55

Spotlight on Planning

Global Best Practice and the Value of Advice

David Haintz

Spotlight on Investing (repeat)

The Hunt for Yield

Facilitated by Stuart Magrath
Panel: Ted Alexander; Greg Fleming; Tim Edwards, Douglas Isles

Compliance Clinic (repeat)

Your 90-Minute Health Check

Facilitated by Angi Mann and Andrew Gunn
Session speakers: Derek Grantham, David Ireland, Barry Read and Trevor Slater

Spotlight on Lending

Help! I Need Somebody!

Grant Campbell and Martha Williams

Spotlight on Risk (repeat)

Current Trends – Future Impacts

Facilitator: Dr Michael Naylor
Panel: Ben Coulter, Bartosz Piwcewicz and Bernard Seeto


12:25 Networking Lunch


13:25

14.25

15.30

Conference Summary


15:45

Conference Closes


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