Wednesday 21st August at 2pm, SkyCity Convention Centre
Financial Advice New Zealand is excited to bring members and advisers a bold, energy-packed programme for Conference 2019: international keynote speakers from diverse backgrounds; the renowned business growth expertise of Icehouse; Bootcamp for new advisers; advice and business workshops, and more.
Thursday 22nd August
7.45am Light breakfast in the exhibition hall
8.30am Conference Opening – Conference MC, Andrew Patterson
9.00am International Keynote Speaker – Hagai Segal sponsored by AIA-Sovereign
An award-winning academic, consultant and analyst, specialising in Middle Eastern affairs, geopolitical and geostrategic risk, and modern terrorism. Segal lectures at New York University London, and works globally with numerous companies/corporations, banks, investors, police and counter-terror agencies, business groups and politicians.
9.45am Economic Update – Dominick Stephens
10.15am Morning Tea
10.45am Chairperson & CEO Report
11.00am International Keynote Speaker – Adele Ferguson
Multi-award winning investigative journalist Adele’s investigations into the Australian financial services sector helped bring about The Hayne Royal Commission on 2017.
1.00pm Icehouse Plenary – Brett Roberts
Icehouse believe in the extraordinary potential of New Zealand business owners and entrepreneurs. They enable their success through knowledge, connection and investment.
2.30pm Afternoon Tea
3.00pm Icehouse Training – Four concurrent sessions
3.00pm Bootcamp for New Advisers – Stuart Donaldson
Are you an aspiring, new to the industry adviser? This practical session will outline what new advisers can expect in the foundation years and equip you with the fundamentals to steer a pathway to a successful, sustainable and valuable business.
Friday 23rd August
8.00am Light breakfast in the exhibition hall
9.00am Concurrent Advice Workshops
– Lending – Playing the lending long game
– Insurance – Opportunities in insurance sponsored by Fidelity Life
– Investment – ESG investing, analytics vs hype
– Financial Planning – Tax matters home and aboard
10.30am Morning Tea
11.00am Concurrent Business Sessions
– Conduct & client care – Great expectations sponsored by Marsh
– Governance – Effective governance for SMEs
– Communication Skills – Successful conversations with vulnerable clients
– Estate Planning – Law and modern families
– Compliance – Systems and stories of success
– Technology – Finding Fintech
1.00pm International Keynote Speaker – Matt Church
Matt Church is committed to helping people prepare for tomorrow by taking action today. His philosophy can be summed up in one word NEXT! What is the best next thing you can do to future proof your business or career? He is a strategic thinker obsessed with the idea of leverage. While many are painting a scary view of the future he sees one full of potential.
2.05pm International Keynote Speaker – Major Matina Jewell (retired)
Matina Jewell is a transformative leader providing life-changing perspective from the front-line of leadership, resilience and change. Matina earned military accolades in some of the toughest environments on earth and her courageous decision making, values-based leadership and vision for empowering teams continue to transform organisations globally.
7.45am Fireside Discussion with FMA licencing team
Update on Financial Services Licencing Code
1.30pm – 3pm Mortgage Forum – Invite only
7.30am MAC – Financial Planning CFP Breakfast Meeting
8.15am Fireside Discussions with Sharon Corbett, Principal Policy Advisor MBIE
Update on Options Paper – Conduct of Financial Institutions
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