Conference 2019

Conference is the annual ‘meeting of minds’ and this year we’ve secured international motivation keynotes with highly-diverse backgrounds, we’ve engaged ICEHOUSE TM to bring their own brand of expertise and flare to conference and importantly to support our new advisers we’ve a specially designed boot-camp. We’ve worked hard to gather our sponsors and exhibitors into an interactive and social space to re-connect them with you and learn what they have on offer. Conference is ultimately about you. To engage, motivate and energise you – we are looking forward to our two days together – Be Brave! Be Bold!


We’re very excited to bring this new concept to conference. ICEHOUSE TM has the vision of unlocking the potential of New Zealand business owners and entrepreneurs. We believe their skills and knowledge can unleash your potential and lift the capabilities and aspirations of advisers and owners. Be brave be bold!

Thursday 22nd August
1pm Plenary & 3pm Icehouse Training (Four concurrent sessions)

Robust Business Growth – It Starts with You

Hosted by Liz Wotherspoon

Customer-led Growth is Driven by You

Hosted by Derek Young

Don’t Worry About the Robots

Hosted by Jo Cribb

Building resilience - A Practical approach

Brad Hook from Resilience Institute

Advice Workshops

Friday 23rd August @ 9am

We’ve four advice disciplines across our membership – and we’ve been scanning the financial services sector and asking the Lending, Insurance, Investment and Financial Planning Member Advisory Committees what subjects are relevant and topical this year.  We pleased to bring you these four ninety-minute advice workshops and panels.

Lending Advice Workshop

Playing the lending long game

Insurance Advice Workshop

Redefining Risk Management
Sponsored by Fidelity Life

Investment Advice Workshop

ESG investing, analytics vs hype

Financial Planning Workshop

Tax matters home and abroad

New Advisers Bootcamp

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. Bootcamp will cover; building business muscle, critical challenges and success factors, productivity, sales and marketing goal setting, sources of growth, how to ‘fast track’ and the challenges of expansion. You will gain practical insights into what actions others have taken, and what is the path of least resistance to deliver you the best outcomes.

Thursday 22nd August
3pm Bootcamp

New Advisers Bootcamp

Hosted by Stuart Donaldson

Business Sessions

Friday 23rd August @ 11am

We’re excited to bring you six business sessions with very diverse topics and speakers, two high-level conversations on conduct and client-care and governance, and two practical sessions on the know-how of implementing systems for the new regime and applications in fintech.  We’ve two sessions on building your skills and knowledge when dealing with modern families and vulnerable clients – enjoy.

Conduct & Client Care

Great expectations
Sponsored by Marsh


Effective governance for SMEs


Communication Skills

Successful conversations with vulnerable clients

Estate Planning

Law and modern families


Systems and stories of success


Finding Fintech

Our Sponsors

NZ Owned and Operated 

Terms and Conditions

Costs – All fees are quoted in New Zealand dollars and subject to GST – currently 15%. 
Privacy Policy – Payments are processed through the secure DPS Payment Express system. No credit card information / detail is stored by us and we are PCI compliant. Payments must be received prior to the commencement of the applicable conference in which a registration/payment is being made. Website Security – Payment security is managed through DPS for mutual security, encryption protection is managed with an SSL (Secure Socket Layer) certificate, industry standard 128bit encryption software. 
Payments via Visa or Mastercard incur 3% merchant fee. Payment on your credit card statement will be showing as The Conference Team.