Financial Advice New Zealand Conference 2024

5 – 6 March – Tākina Wellington Convention & Exhibition Centre

Financial Advice New Zealand Conference 2024

5 – 6 March – Tākina Wellington Convention & Exhibition Centre

Programme

Tuesday 5 March - View Schedule

0900 – Opening keynote: Prime Minister/Minister Finance – TBC
This session will provide an update on the government’s thinking and vision for the country’s future.


0930 – Keynote: Michael McQueen – How to thrive in an age of uncertainty
Former Australia’s Keynote Speaker of the Year, Michael McQueen is a trend forecaster and best-selling author of nine books. In this fast-paced and compelling presentation, get a clear action plan for navigating disruption and emerging stronger than before.


1030 – Morning Tea 


1115 – Keynote: Mark McCrindle – Generational Change
An award-winning social researcher, Australian Mark McCrindle is an internationally recognised thought leader in tracking emerging trends influencing society. Be a more effective leader with a deeper understanding of generational differences. 


1205 – Economic update – Sharon Zollner, Chief Economist, ANZ
Take a deep dive into the current domestic and global economic environment to help your clients better navigate the financial challenges and opportunities ahead.


1235 – Financial Advice NZ Board Update – Heather Roy, Chairperson
Gain insights into the strategic direction of the organisation over the next three years and what the future looks like. 


1245 – Lunch 


1350 – Keynote Business Speaker – Steve Vamos, Advisor and Director
Leadership that drives creativity and innovation in their organisation.


1455 – Lightning session – Samantha Barrass, CEO, FMA
Be part of the conversation as Samantha Barrass and Katrina Shanks discuss the future of financial advice and the quest for better customer outcomes.


1520 – Afternoon tea 


1550 – Lightning session – James Fuller, Co-founder Hnry
James Fuller shares his inspirational journey from a tech-savvy application developer to a market disruptor and the key to thriving as a self-employed professional in today’s dynamic financial landscape.


1635 – Lightning session – Neeraj Lala, CEO, Toyota NZ
With the motor industry undergoing a monumental shift, visionary leader Neeraj Lala explains how Toyota NZ has undergone a remarkable metamorphosis, navigating the twists and turns of innovation and sustainability.


1655 – Conference Close


1830 – Gala Dinner


Agenda is subject to change

Wednesday 6 March - View Schedule

0700 – Breakfast Meeting: Certified Life Underwriter – The future of the Life Insurance Pinnacle Mark
A pinnacle mark represents a significant achievement, milestone, or point of excellence. We believe it is time for the Certified Life Underwriter to be revisited and will discuss this at the breakfast meeting.

0700 – Breakfast Meeting: Lending Panel
A lending panel discuss that will discuss the issues facing lenders today, trends in the sector, and the opportunity to ask questions directly to lenders.


0900 – Welcome: MC Rawdon Christie


0905 – Keynote: Miranda Harcourt – The transformational power of communication
Discover a fresh perspective into effective communication with renowned NZ actress Miranda Harcourt as she explores the essence of active listening and nuances of non-verbal communication, giving you valuable tools to enhance your interactions with clients and colleagues alike. 


1010 – Morning Tea


1050 – Tools for your Business Session 1
Presenter: Kerry Kirton
Topic: Mastering influence skills using the 7 C’s framework

1050 – Tools for your Business Session 2
Presenter: Paul Spain
Topic: Unlocking the potential of conversational AI

1050 – Tools for your Business Session 3
Presenter: FMA
Topic: Where are financial advisers exposed when providing advice in the new regime?


1150 – Tools for your Business Session 1
Presenter: Kerry Kirton
Topic: Workshop based on the 7 C’s structure

1150 – Tools for your Business Session 2
Presenter: Fraser Jack
Topic: Finding your cyber confidence to THRIVE

1150 – Tools for your Business Session 3
Presenter: TBC
Topic: How to scale your business


1230 – Lunch


1330 – Tools for you Session 1
Presenter: Jase Te Patu
Topic: Self-care begins with us

1330 – Tools for you Session 2
Presenter: Miranda Harcourt
Topic: Making connections

1330 – Tools for you Session 3
Presenter: Debra Chantry-Taylor
Topic: 10 disciplines for managing and maximising your energy as an entrepreneur


1425 – Tools for you Session 1
Presenter: Nigel Latta
Topic: Psychology of Success

1425 – Tools for you Session 2
Presenter: Miranda Harcourt
Topic: Building trust relationships

1425 – Tools for you Session 3
Presenter: TBC
Topic: TBC


1510 – Afternoon tea


1540 – Keynote – TBC
This keynote speaker will close the conference and you will walk away feeling inspired by what others can achieve. Watch this space for more details.


1600 – Conference Close


Agenda subject to change