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“In these times we have seen resilience, adaptability and more importantly strengthening of our communities.”
– Katrina Shanks, CEO of Financial Advice NZ
We are excited to invite you to join us for our Financial Advice New Zealand 2020 Conference.
Who would have predicted that 2020 would be the year of a global pandemic. It has bought uncertainty, challenges and opportunities both personally and professionally. In these times we have seen resilience, adaptability and more importantly the strengthening of our communities.
We have had to be agile, pivot and be aware of our changing environment to stay relevant, engaged and most importantly supportive of financial advisers and their clients.
That is why this year, Financial Advice New Zealand have created a Virtual Conference/ Regional Roadshow for September. Every day for four consecutive days we will be delivering high energy mornings. With keynote speakers, panels, workshops and regulatory updates followed by a Masterclass on Disclosure Requirements.
The conference will be hosted in a different region each day. With Wellington, Christchurch and Dunedin each hosting a day’s session and Auckland now being online. Each session will also be delivered live online. You can choose to attend in person in your region then online for the other three mornings or just attend all the sessions online.
This is a unique conference designed for these unique times and we look forward to you joining us.
– Katrina Shanks, CEO of Financial Advice NZ
Schedule
Our Conference is fill with exciting, vibrant, dynamic speakers each day followed by an update by FMA and a Masterclass on Disclosure requirements.
- Auckland 21 September (online)
- 8:15 am – Registration Opens
- 9:00 am – Introduction
- 9:05 am – Keynote Speaker
Topic : Bounce, Change and opportunity - – Future Crunch (AUS), Dr Angus Hervey and Tane Hunter (Virtually)
- 10:00 am – Economic Update with a view to the future
- – Sharon Zollner, Economist, ANZ
- 10:45 am – Morning Tea
- 11:30 am – Panel Discussion
- – Tony Falkenstein, CEO and Founder of Just Water
– Ryan Sanders, CEO and Founder of Haka Tourism Group
– Thomas Dietz, CEO and Founder of WOOP
– Wendy Thompson – Socialites
– Marissa Fong – Angel Investor - 12:25 pm – Regulation update on Full Licensing Conditions and Transitional Licensing
– John Botica, FMA - – Derek Grantham
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12:55 pm Wrap up
- 1:00 pm – Close for Conference
- Wellington 22 September
- 8:15 am – Registration Opens
- 9:00 am – Introduction
- 9:05 am – Keynote Speaker
Topic : Digital Technology - – Erik Qualman (USA), Digital Leader (Virtually)
- 10:00 am – Panel Discussion on cyber security and going to the cloud
- – Petra Luicoli from Delta Insurance
– Liz MacPherson from Office of the Privacy Commissioner
– Marc Barlow – Consulting Partner, InPhySec - 10:45 am – Morning Tea
- 11:30 am – Workshop
- – Marc Barlow, Consulting Partner, InPhysec
- 12:25 pm – Regulation update on Full Licensing Conditions and Transitional Licensing
- – John Botica, FMA
– Derek Grantham, FMA - 1:00 pm – Close for Conference
- 1:15 pm – Masterclass – Disclosure Requirements (additional cost)
- – Leigh Hodgetts, Compliance & Training Specialist
- 2:45 pm – Day Closes
- Christchurch 23 September
- 8:15 am – Registration Opens
- 9:00 am – Introduction
- 9:05 am – Keynote Speaker
Topic : Bringing trust online- Matt Church (AUS), Thought Leader (Virtually)
- 10:00 am – Panel Discussion on brand and trust
- – Charlotte Walshe, CEO at Jade
- – Paul Donaldson, General Manager Pegasus Bay Winery
- – Colin Mansbridge, CEO, Crusaders
10:45 am – Morning Tea -
11:30 am – Workshop
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– Professor Ekant Veer, University of Canterbury
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12:25 pm – Regulation update on Full Licensing Conditions and Transitional Licensing
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– John Botica, FMA
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– Derek Grantham, FMA
-
1:00 pm – Close for Conference
-
1:15 pm – Masterclass – Disclosure Requirements (additional cost)
-
– Leigh Hodgetts, Compliance & Training Specialist
-
2:45 pm – Day Closes
- Dunedin 24 September
- 8:15 am – Registration Opens
- 9:00 am – Introduction
- 9:05 am – Keynote Speaker
Topic : Power of advice versus selling
– Keith Abraham (AUS), Passionate Performance (Virtually) - 10:00 am – Panel Discussion on advice vs sales
- – Rhodes Donald, Director, Polson Higgs
- – Dean Logan, Financial Adviser, Logan Smythe
- – Brenda Nom, Financial Adviser
- 10:45 am – Morning Tea
- 11:30 am – Workshop
- – Cecilia Farrow, Consultant, Thrive Consulting
- 12:25 pm – Regulation update on Full Licensing Conditions and Transitional Licensing
- – John Botica, FMA
- – Derek Grantham, FMA
- 1:00 pm – Close for Conference
- 1:15 pm – Masterclass – Disclosure Requirements (additional cost)
- – Leigh Hodgetts, Compliance & Training Specialist
- 2:45 pm – Day Closes
Keynote Speakers
We are excited to have a line up of international speakers for every morning at each location
Dr Angus Hervey and Tane Hunter
Future Trend Specialists Auckland
Erik Qualman
Digital Leader
Wellington
Matt Church
Thought Leader
Christchurch
Keith Abraham
Passionate Performance
Dunedin
Other Speakers
We are excited to have a line up of other guest speakers every day at each location
Our Sponsors
Register Now!
Click below to register for the 2020 Financial Advice NZ Virtual Conference
Financial Advice NZ Conference 2020
Contact us
Organiser : The Conference Team NZ
Contact : Alton Craig
Address : 5/337 Harewood on the Park, Christchurch, 8543
Ph : 03 359 2606
Email : alton@conferenceteam.co.nz
Website : www.conferenceteam.co.nz
Disclaimer
The information detailed on the website is correct at the time of publication. The convenors reserve the right to change activities, topics and presenters where necessary. Neither the organisers (The Conference Team Ltd) nor the convenors shall be liable for any loss caused by the cancellation or abandonment of the event where such cancellation is due to Force Majeure. The term “Force Majeure” means any circumstance beyond the reasonable control of the organisers including but not limited to war, hostilities (whether war be declared or not), terrorism, aircraft hijacking, military operation, riot, civil war, rebellion, civil commotion or unrest, pandemics or natural disasters, Acts or Regulations of government, refusal to grant visas, explosions, transport delays, transport difficulties and the insolvency of airline carriers. The organisers will use all reasonable efforts to conduct the event despite the intervention or occurrence of any such cause. Changes will be notified on this website