SUPERFUND TECHNOLOGY, INNOVATIONS & … 2018.pdf · Jean-Luc Ambrosi, Executive General Manager Marketing,Telstra Super Beverley Head, Freelance Writer and Consultant MODERATOR: Marie-Anne

SUPERFUND TECHNOLOGY, INNOVATIONS& DISRUPTION FORUM

4th-5th September 2018 | Grace Hotel, Sydney

BRING YOUR TEAM AND SAVE 50% COST- REGISTER 2 & GET 2 FREEEARLYBIRD OFFER: REGISTER BEFORE 15th JULY AND SAVE $600

2nd annual

AT THIS EVENTSPONSOR

BE A

Richard BodyHead of DigitalSolutions Australia,WillistowersWatson

Mike ZeederbergMD, Zuni

Brad KitschkeCEO, FinTech Australia

Jean-Luc AmbrosiExecutive General ManagerMarketing,Telstra Super

Marcio SeteHead of TechnologyServices, Elabor8

Michelle GibbingsFounder and MD, Change Meridian

Jon HollowayCo-Founder, Zuper

Darrell LudowykeCEO, Empirics

Marie-Anne LampotangGeneral Manager, Sydney,Stone & Chalk

Andrea CulliganEntrepreneur and Consultant

Greg EinfeldDirector, Plenty Wealth

Simon CantCo-founder and Managing Partner,Reinventure Group

Paul RoganFounder and CEO, RetirementEssentials

Dan TaylorGM, Innovation, TAL

Josh GolombickCo-Founder, Plenty Wealth

Andrew CrawfordCo-Founder, OnTrackRetirement

International Business Review Presents

Erika JonssonHead of Communications,Six Park Asset Management

Julian PlummerMD, Midwinter and Kamino

Stephen HuppertConsultant

Clayton DanielCEO and Founder, SproutSuperannuation

Paul CahillChief Executive Officer,Ness Superannuation

Jonathan SteffanoniPrincipal Consultant, Legal & RiskQMV Solutions

Beverley HeadFreelance Writer and Consultant

Dirk DobbsHead of Strategy and Product,HESTA

Ben FordHead of Sales, Yodlee

Expert Confirmed speakers

Researched & Developed by:

REGISTER NOW: PH: 02 9896 0776 | FAX: 02 9896 0796 [email protected] | www.ibrc.com.au

Pavel GimelbergDirector, Intelligent AutomationEPAM Systems


Conference Overview This independent, comprehensive and timely event aims to highlight the latest developments and future trends in innovation and technology as it applies to Australian Superfunds as they face a challenging era of increased regulatory scrutiny, competition, investment complexity, an expanding retiree sector, industry disruptors and heightened member expectations.

An outstanding line-up of speakers will share their expert insights over two days into a range of topics where technology and innovation is being used to meet challenges by improving efficiencies across the organisation, meet regulatory demand, and enhance member engagement.. Attention will also be drawn to sessions addressing the importance of working collaboratively with government, regulators, fintech start-ups and service providers in order to promote the growth and sustainability of the industry. Insights into the new breed of Superannuation businesses gaining traction and market penetration will also be addressed.

Delegates will be invited to join with the speakers in an informal and personable conference environment where candid and interactive discussion will be encouraged whilst ample time will be made available during the breaks to engage in key networking opportunities. Book today to reserve your place.

Who will attend

Sponsorship Opportunities

An anticipated delegation consisting retail, govt and industry superfunds, SMSFs, new breed superfunds, insurance companies, digital strategists and marketing specialists, innovators, IT and agile consultants, customer engagement and experience specialists, technology delivery platform providers, academics, regulators, custodians, member admin and investment operations managers and service providers, HR and talent managers, data analysts and researchers, fintech start-ups and innovators, and other stakeholders.

FUNDtech 2018 offers sponsors an excellent opportunity to demonstrate thought-leadershipand leverage networking opportunities to build brand-value. If you would like to know more about sponsorship, exhibition and business development opportunities please just get in touch with us - [email protected]

2nd annual

4th - 5th September 2018 | Grace Hotel, Sydney

?AT THIS EVENT

SPONSORBE A

Day 1 – 4th September 2018

8.00 Registration and Networking

2.40 Refreshments and networking

4.30 Closing remarks from the Chair4.40 Close of Day One4.45 Networking Drinks

10.30 Refreshments and Networking

Michelle Gibbings, Founder and MD,Change Meridian

• Getting the balance right between the use of traditional and tech advanced tools to engage retirees and develop lasting relationships • Benefits and challenges of Robo advice • Developments in AI, Chatbots and Machine Learning • Latest retirement product innovations, services and delivery platforms• Self directed options

• How technology is improving financial literacy, education and boosting confidence• Product and service innovations that are tailored to women’s needs and expectations• Applying behavioural analytics to better understand women’s financial motivations


2nd annual


9.00 Opening remarks from the Chair

• Why embracing technology and innovation is imperative to superfund growth and success • Weighing up resources and capabilities to determine technology and business objectives • Building an effective ecosystem of collaboration with govt, regulators, fintech providers, and others • Prioritising regulatory and risk compliance • Fintech, regtech, insurtech, what’s next? PANELLISTS:Richard Body, Head of Digital Solutions Australia, WillisTowersWatson

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9.10 PANEL KEYNOTE: AUSTRALIAN SUPERFUNDS – EMBRACING INNOVATION AND TECHNOLOGY FOR GREATER EFFICIENCIES, COMPETITIVENESS AND IMPROVED MEMBER OUTCOMES

1.20 FIND YOUR LEADERSHIP EDGE

2.00 PANEL DISCUSSION: USING TECHNOLOGY AND INNOVATION TO ENGAGE RETIREES

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3.10 THE BAREFOOT PINEAPPLE EFFECT: WHY WOMEN LIKE ME ARE YOUR GREATEST OPPORTUNITY RIGHT NOW

3.50 CORPORATE VENTURE CAPITAL AS PART OF AN INNOVATION PORTFOLIO

Erika Jonsson, Head of Communications,Six Park Asset Management

Today’s business environment is restless, complex, boundary-less and ambiguous. To be successful leaders need to be equipped to navigate the challenges of this rapidly changing world.This requires high levels of awareness, acceptance and adaptability, and ultimately, a willingness to discard the myths of leadership and forge their unique leadership style.Set in the context of a changing working world and increasing business expectations, and drawing on the latest discoveries in neuroscience and behavioural economics, in this session you’ll learn about the:• Forces driving the need for leaders to find their leadership edge• Criticality of adapting your leadership style to changing circumstances• Key elements needed for you to build a team that is fit for the future of work

Dirk Dobbs, Head of Strategy and Product, HESTA

Andrew Crawford, Co-Founder, OnTrack RetirementJean-Luc Ambrosi, Executive GM Marketing,Telstra Super

Dan Taylor, General Manager, Innovation, TAL

• Taking a strategic and systematic approach to innovation• Understanding the principles for success• What does good look like and how is it measured?

9.50 BUILDING A SUSTAINABLE CULTURE OF INNOVATION AT TAL

Brad Kitschke, CEO, FinTech Australia

Simon Cant, Co-Founder and Managing Partner,Reinventure Group

Darrell Ludowyke, CEO, Empirics

• Harnessing all that data to actually move the needle on fund and member outcomes• Turning Data Science into Practical Reality•Owning the Future - How to succeed in a volume heavy, omnichannel world

In this highly interactive session, Stephen will open by sharing his insights into emerging technologies and business models to consider what financial services/retirement incomes/superannuation might be like, in twenty years time. Delegates will then be invited to join round table brainstorming discussion groups to come up with their vision for the future, which will then be shared with other groups.

11.00 DATA – A STRATEGIC ASSET AND PIVOTAL ENABLER TO SUCCESS IN MEMBER CENTRIC SUPERFUNDS

MODERATOR:Stephen Huppert, Consultant

PANELLISTS:


11.40 CRYSTAL BALL GAZING: THE SUPERFUND OF THE FUTURE

Paul Rogan, Founder and CEO, Retirement Essentials

12.20 Lunch and networking

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FinTechs don’t need to be a competitor, but can also present an opportunity for incumbent funds to augment their capability and customer offerings via partnerships more rapidly than is possible internally. There are however often some challenges in FinTech-Incumbent collaborations and often these arrangements can fail. We’ll explore what it takes to engineer a successful collaboration and some of the common pitfalls to avoid.

• Key jobs to be done for IT Leadership• Data that shows how High-Performance teams are outperforming their low performing peers• Which competency areas need to be developed to evolve engineering effectiveness• How to evolve those competency areas• How to address concerns about organisational culture, change management, comms & engagement when going through a transformation program

Day 2 – 5th September 2018

8.00 Registration and Networking

4.30 Closing remarks from the Chair

4.45 End of Conference

4.45 End of conference


12.20 Lunch and Networking

Julian Plummer, MD, Midwinter and Kamino

Software is eating the world. Every company is becoming a software company, and that’s particularly true for super funds. So with that in mind and as we move further into the digital age, super funds must then look at risks the same way software companies do.Managing Director of Kamino and Midwinter, Julian Plummer will undertake a live hack of a super fund HQ via a spear fishing attack on stage and demonstrate just how vulnerable superfunds are to cyber security risks.Attend this session to hear from a cyber security expert, how to best protect your fund and its members from cyber breaches.

11.00 LIVE HACK: HOW ONE CYBER BREACH COULD TOPPLE YOUR FUND OVERNIGHT

9.00 Opening remarks from the Chair

PANELLISTS:Clayton Daniel, CEO and Founder, Sprout Superannuation

PANELLISTS:

Jonathan Steffanoni, Principal Consultant,Legal & Risk, QMV Solutions,

Pavel Gimelberg, Director, Intelligent AutomationEPAM Systems

Marcio Sete, Head of Technology services, Elabor8

Josh Golombick, Co-Founder, Plenty WealthBen Ford, Head of Sales, Yodlee


2nd annual


9.10 INDUSTRY DISRUPTORS- LATEST INSIGHTS AND UPDATES INTO THE EXPANDING NEW BREED OF SUPERANNUATION BUSINESSES AND IMPACT ON TRADITIONAL SUPERFUNDS

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9.50 INSIGHTS INTO FINTECH PARTNERSHIPS AND COLLABORATIONS WITH THE FINANCIAL SERVICES INDUSTRY

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11.40 SURVIVING IN A SOFTWARE DRIVEN ECONOMY THROUGH ENGINEERING EFFECTIVENESS

1.20 THE CONSUMER DATA RIGHT | OPEN TO INNOVATION?

Stephen Huppert, Consultant

Mike Zeederberg, MD, Zuni

• Best practice use of data and personalisation to engage members around statements• Creating utility and member value through digital applications • Using content that enriches member/client experience

The Consumer Data Right, Open Data, and Open Banking will change the technical and competitive landscape for superannuation funds. The inevitable prospect of open super and pensions is primed to supercharge innovation and competition in the superannuation system.We’ll discuss why data has become such a valuable resource; take a look at the Open Banking and Consumer Data Right reforms (and what this means for superannuation funds), and then touch on some opportunities and challenges for the superannuation industry.

3.10 DIGITAL MARKETING AND TECH INNOVATION STRATEGY IN ACTION

2.00 RPA AND AI IN FINANCIAL SERVICES - MYTHS VS REALITY, PRACTITIONER VIEW

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• Mergers, consolidation and potential lending capacity of traditional superfunds • Impact of competition from industry disruptors • Anticipated outlook for robo advice and AI and other emerging technologies• Changing demographics, workplace dynamics and financial expectations PANELLISTS:Greg Einfeld, Director, Plenty WealthPaul Cahill, Chief Executive Officer, NessSuperannuation

3.50 FUTURE OF SUPERANNUATION AND ROLE OF TECHNOLOGY AND INNOVATION

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Jean-Luc Ambrosi, Executive General ManagerMarketing,Telstra Super

Beverley Head, Freelance Writer and Consultant MODERATOR:

Marie-Anne Lampotang, General Manager, Sydney, Stone & Chalk

MODERATOR

MODERATOR


In this talk we will cover some myths about RPA and AI in financial services and provide a sense of what realistically can be achieved in terms of efficiency gains and how it can be achieved. We will demystify term AI and put it into practical perspective of day-to-day business operations. We will discuss challenges in adoption of these new technologies as well as pave the way how to reap higher benefits by utilising RPA and AI technologies in superfunds.

Jon Holloway, Co-Founder, Zuper

Andrea Culligan, Entrepreneur and Consultant

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Grace Hotel Sydney | 77 York Street | Sydney 2000 | AustraliaPH: (02) 9272 6888

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2nd annual

4th - 5th September 2018Grace Hotel, Sydney

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Documents

SUPERFUND TECHNOLOGY, INNOVATIONS & … 2018.pdf · Jean-Luc Ambrosi, Executive General Manager Marketing,Telstra Super Beverley Head, Freelance Writer and Consultant MODERATOR: Marie-Anne