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Programme


The following programme is current, however subject to change.
Updated 05 July

Wednesday 21 July
9.00am

Conference Welcome and Opening

9.30am Keynote: Dr Kerry Spackman Lessons from World Champions and what it means for you
10.40am Morning Tea
11.10am

Regulatory Discussion Update
What do I need to do to be authorised as a Financial Adviser - an up to date briefing
Chair: Phillip Meyer
Panel:
David Mayhew - Commissioner for Financial Advisers
Ross Butler - Code Committee
Michael Frampton - ETITO
Mike Staal - Code Committee and IFA Member

12.10pm

Business Session One - Four concurrent sessions
- Investing in the New Global Economy. Bevan Graham
- Show me the money - where's your PI? Tony Vidler and Kristene Crook
- Dudes, social media ain't just for kidz. Philip Macalister

- Tax Update - Pies, Australia & New Zealand Super and the latest tax changes. David Carrigan

1.10pm Lunch
2.20pm Humour with Michele
2.35pm Keynote: Cecilia Farrow. Being Simply the Best in Selling!
3.40pm Afternoon Tea
4.10pm

Business Session Two - Four concurrent sessions
- What do we learn from Behavioural Finance? Prof. Philip Stork
- Vintage is the new, new! Going back to the future. Naomi Ballantyne
- Life After Commissions - How are we going to get Paid?. Richard Burcher
- Legal. Case Studies and topical issues for Financial Advisers. John Brown

5.00pm Happy Hour
Free evening
Thursday 22 July
9.00am Keynote: Warren Powell To Hell and Back!
10.05am

Business Session Three - Four concurrent sessions
- Welcome to the New Normal - Life in the real economy and financial markets after the global credit crisis. Michael Coote
- The YRT versus Level Paradigm. Cecilia Farrow
- Financial Planning Under the Regulator Spotlight. Julie Berry
- The New Financial Plan. What's changed - Legal, Wills and Trusts. Henry Stokes

10.55am Morning Tea
11.25am Business Session Four - Four concurrent sessions
- Investment Research - Adding Value to Financial Planning Businesses. Darren Howlin
- Working as a Business Insurance Consultant. Reuben Lawrence
- CRM. What is it and what should it do for me? Michael Dowling and Barry Read
- The future of lending - the next 10 years. Darren Pratley
12.25pm

Business Session Five - Four concurrent sessions
- Building Robust Portfolios to last the distance. Chris Douglas
- Your Business - Post Regulation 2010. IFA CEO, Peter Lee
- What part of a 6 Billion dollar industry don't you want to be part of? David Boyle
-Standing out from the crowd - being simply the best Insurance Adviser in the new world. Steve Wright

1.25pm Lunch

2.25pm
2.50pm

Keynote: David Whyte Maximising Your Energy - being your BEST today!
Keynote: IFA CEO Direction of the Institute of Financial Advisers
This will include presentations from the new IFA CEO Peter Lee and IFA President Nigel Tate

3.25pm Afternoon Tea
3.55pm Keynote: Lt Col Chris Powell Being the Best on the Battlefield of Business
5.00pm Close of session
7.30pm Premier Business Partners Awards Dinner
   
Friday 23 July
9.00am

Keynote: Dr Don Brash Is catching Australia by 2025 still a realistic goal?

9.45am Keynote: Sean Carroll ISI's view on the Future of the Industry
10.30am Morning Tea & Exhibitor Prize Draw
11.10am Presentations
11.30am Dan Sullivan (via video link) The Multiplier Mindset™
12.45pm Close