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Schedule

Auckland- Monday Sept, 21

Theme for the Day : The changing future and an economic outlook.
The focus of this day is on the future and the changes we face both globally, nationally and in our own businesses.

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Conference 9:00am–1:00pm Masterclass 1:15 pm-2:45pm

Aotea Centre

Event details

  • 8:15 am – Registration Opens
  • 9:00 am – IntroductionKatrina Shanks
  • 9:05 am  – Keynote Speaker – Future Crunch, Dr Angus Hervey and Tane Hunter (virtually)
  • Future Crunch are dynamic, relevant and energetic speakers who provide intelligent, optimistic thinking about the future. They will provide an overview of the pace of change which is occurring across global industries. This presentation we leave you astonished with the innovative thinking and the speed change occurs at a global level.
  • 9:55 am – 5 minute video clip / Interview
  • 10:00 am  – Economic UpdateSharon Zollner, ANZ Chief Economist 
  • Economic overview of NZ Economy with a view to the future – how will we bounce, the change which will occur and the opportunities which will arise.
  • 10:40 am – 5 minute video clip / Interview
  • 10:45 am – Morning Tea
  • 11:30 am  – Panel Discussion
                         Facilitator Adrian Pickstock, Director at Quad Consulting Limited
                         Panellists TBC
  • An interview of business leaders and their views on the current economic environment, and how they have responded to the current economic environment with an eye on the opportunities in the future.
  • 12:15 pm – Wrapup
  • 12:20 pm – 5 minute video clip / Interview
  • 12:25 pm – Regulation update on Full Licensing Conditions and Transitional Licensing John Botica, FMA and Derek Grantham, FMA
  • 1:00 pm – Close for Conference
  • 1:15 pm – Masterclass – Disclosure Requirements (registration required with boxed lunch included) – Leigh Hodgetts, Compliance & Training Specialist
  • This masterclass has been developed to provide you with an in depth understanding of the new disclosure requirements which are required when the new regime comes into place on the 15 March 2021. This class will provide you with guidance and practical solutions to implement in your business.
  • 2:45 pm – Day Closes

Wellington – Tuesday Sept, 22

Theme for the day : Data security for private information and unsecure client data.
This day provides a global overview of the future of technology (broadcast from USA) with a view to look at cybersecurity and the cloud.

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Conference 9:00am–1:00pm Masterclass 1:15 pm-2:45pm

James Cook Hotel Grand Chancellor

Event details

  • 8:15 am – Registration Opens
  • 9:00 am – Introduction Katrina Shanks, CEO Financial Advice NZ
  • 9:05 am  – Keynote Speaker – Erik Qualman, Digital Leader (Virtually)
  • Erik Qualman is known for his digital leadership  and will discuss the future of technology and technology leadership.
  • 9:55 am – 5 minute video clip / Interview
  • 10:00 am  – Panel Discussion
  • Faciltator : TBC
  • Panelists :  We will have 4 panelists joining us :
  • – Marc Barlow from InPhySec
    – Petra Luicoli from Delta Insurance
    – Liz MacPherson from Office of the Privacy Commissioner
    – TBC
  • This high powered panel will discuss going to the cloud and cyber security. This will include protecting people’s personal data when stored online and what to do when things go wrong.
  • 10:40 am – 5 minute video clip / Interview
  • 10:45 am – Morning Tea
  • 11:30 am – Workshop
  • Facilitator : TBC
  • IT Security Audit – How safe are you? This workshop is will go through the aspects of an advice business discussing the potential risks and checking what protections you have in place. Participants will be given tools they need to build adequate security across their advice business.
  • 12:15 pm – 5 minute video clip / Interview
  • 12:20 pm – Wrap Up
  • 12:25 pm – Regulation update on Full Licensing Conditions and Transitional Licensing John Botica, FMA and Derek Grantham, FMA
  • 1:00 pm – Break
  • 1:15 pm – Masterclass – Disclosure Requirements (registration required with boxed lunch included) – Leigh Hodgetts, Compliance & Training Specialist
  • This masterclass has been developed to provide you with an in depth understanding of the new disclosure requirements which are required when the new regime comes into place on the 15 March 2021. This class will provide you with guidance and practical solutions to implement in your business.
  • 2:45 pm – Day Closes

Christchurch- Wednesday Sept, 23

Theme for the day : Customers and building trust relationships
The day will allow you to understand the importance of trust and how they are built over many platforms and the behavioural change required for on-line relationships.

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Conference 9:00am–1:00pm Masterclass 1:15 pm-2:45pm

Rydges Latimer

Event details

  • 8:15 am – Registration Opens
  • 9:00 am – Introduction – Katrina Shanks, CEO Financial Advice NZ
  • 9:05 am  – Keynote Speaker – Matt Church, Thought Leader
  • Thoughts about tomorrow you can talk about today. In this rapidly changing world, the only certainty is that what works today will not work tomorrow. Old business models won’t work, old leadership styles won’t be tolerated and slow moving industries and businesses will become extinct. The successful players will be the ones with the greatest agility, creativity and foresight.
  • 9:55 am – 5 minute video clip / interview
  • 10:00 am  – Interview / Panel Discussion
  • Faciltator : TBC
  • Panelists : We have 3 panelists joining us :
    – Charlotte Walshe, CEO at Jade 
    – TBC
    – TBC
  • Trust increases when each experience (online, face to face, website, social media, service) is congruent and positively reinforces the promise.  We will interview our business panelists to talk about how they gain trust from a person and how trust shifts from one person to another through experiences of engagement.  
  • 10:40 am – 5 minute video clip / Interview
  • 10:45 am – Morning Tea
  • 11:30 am – Workshop
  • Facilitator : TBC
  • We will be delivering a workshop on how to build trust and the different stages of trust with your customer.
  • 12:15 pm – 5 minute video / Interview
  • 12:20 pm – Wrap Up
  • 12:25 pm – Regulation update on Full Licensing Conditions and Transitional LicensingJohn Botica, FMA and Derek Grantham, FMA
  • 1:00 pmBreak
  • 1:15 pm – Masterclass – Disclosure Requirements (registration required with boxed lunch included)
  • This masterclass has been developed to provide you with an in depth understanding of the new disclosure requirements which are required when the new regime comes into place on the 15 March 2021. This class will provide you with guidance and practical solutions to implement in your business.
  • 2:45 pm – Day Closes

Dunedin- Thursday Sept, 24

Theme for the day : The power of advice versus selling
This session will highlight the difference between the advice and selling and how to transform your business accordingly.

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Conference 9:00am–1:00pm Masterclass 1:15 pm-2:45pm

The Dunedin Centre

Event details

  • 8:15 am – Registration opens
  • 9:00 am – IntroductionKatrina Shanks, CEO Financial Advice NZ
  • 9:05 am  – Keynote Speaker Keith Abraham, Passionate Performance 
  • The power of Advice Versus Selling. Keith delivered two extremely well subscribed webinars during our Bring in the Experts Series and the feedback from both sessions was sensational. Keith will present on the difference between advice and sales and the attitudinal and behavioural evidence of advice.
  • 9:55 am – 5 minute video clip / interview
  • 10:00 am  – Interview / Panel Discussion
  • FaciltatorTBC
  • Panelists : TBC 
  • We will have a team of panelists discussing the transformation in their businesses from being more sales/services orientated to being more advice focussed and the increase in the value proposition to the customer. This change was transformation to their business – what where the drivers for change, how did they implement the change and what were their key challenges. 
  • 10:40 am – 5 minute video clip / Interview
  • 10:45 am – Morning Tea
  • 11:30 am – Workshop
  • Facilitator : Cecilia Farrow
  • This workshop will provide an overview on concepts of explicit, implied and implicit customer needs and the consultative advice journey through the phases. This workshop will include case studies and examples where attendees will define the needs from customer statements.
  • 12:15 pm – 5 minute video clip / Interview
  • 12:20 pm – Wrap up
  • 12:25 pm – Regulation update on Full Licensing Conditions and Transitional Licensing – John Botica, FMA and Derek Grantham, FMA
  • 1:00 pmBreak
  • 1:45 pm – Masterclass – Disclosure Requirements (registration required with boxed lunch included) – Leigh Hodgetts, Compliance & Training Specialist
  • This masterclass has been developed to provide you with an in depth understanding of the new disclosure requirements which are required when the new regime comes into place on the 15 March 2021. This class will provide you with guidance and practical solutions to implement in your business.
  • 2:45 pm – Day Closes

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