Director at Conscious Presence
Naomi Abbott is a coach and facilitator who assists individuals and teams to enhance their communication impact and activate trust at work. She believes that the vitality of the cultures we work in stems from the conversations we have, and these can either enrich or diminish the best of business strategies.
Naomi is proud to be one of 250 inaugural coaches certified in Conversational Intelligence worldwide, and through her business Conscious Presence she is transforming the way people lead, collaborate, navigate change and embrace innovation.
Session: The Neuroscience of Trust and Conversational Intelligence
A Standford University study has proven that 9 out of 10 conversations miss the mark. Such inefficient conversations are extremely costly, highly frustrating and can derail collaboration and innovation initiatives in any business. Conversational Intelligence®, also referred to as C-IQ, is the science behind how our brain responds during conversations, activating either our trust or distrust networks.
If there’s trust, we’re better able to operate from the executive part of our brain. This means we’re open to new ideas, able to make complex and strategic decisions and are empathetic.
If distrust is more dominant, we risk closing down these executive brain functions and using all our energy on protective behaviours instead.
Director Account Management - Corporate Superannuation, AMP
Co-MC at our Adelaide Conference.
Responsible for the market strategy and account management function for AMP's Corporate Super business, representing over $30 BN in funds under management and nearly 40,000 corporate clients.
Ilaine has extensive achievements in sales and account management leadership, predominantly in professional and financial services. She has lead business development, relationship management and marketing teams in Australia and the UK, successfully driving strategic relationships across complex customer organisations and markets. Her passion is coaching and mentoring people through business transformation, creating high performing individuals and teams. Ilaine has a MBA from the University of Queensland.
Founder, Financial Executive Women
Judith Beck is the Founder of FEW (Financial Executive Women), Managing Director of Financial Recruitment Group, and Chairman of Eon Mentis. She has held several management positions within major financial institutions in Australia and overseas and has over 20 years' experience in Executive Search within the financial services industry.
Judith has successfully placed hundreds of candidates over the years at Senior to MD level. Judith has a high profile in the industry and has been a mentor to some of Australia’s most successful executives. Financial Executive Women has become the industry voice for the positive progression of women and has some of Australia’s most successful organisations as Corporate Sponsors.
Judith is a key note speaker on various subjects, such as How To Be A T10p, Stakeholder Management, Building your Internal and External Brand to name a few.
Judith has completed her MBA in Human Resource Management, was a Finalist for Mentor of the Year at Momentum Media’s Women in Finance awards this year and is also a member of the Financial Planning Association.
Session: Secrets of a Head Hunter
After over 20 years of placing some of Australia’s most successful leaders within Financial Services whilst running her company Financial Recruitment Group one of Australia’s most successful Search firms, Judith Beck has seen and learnt a lot about why people do not progress and why companies don’t always get the best candidates. In 2017 Judith decided to closed the recruitment side of her business to follow her passion of equality for all and focus on FEW 100%. Judith Beck will share the secrets all candidates should know to progress within their organisations and what all companies should know to ensure they are getting the best candidate. If you are applying for an internal position or looking to hire the best staff, you will not want to miss what Judith has to share.
CEO at Next Evolution Performance
Vanessa is the CEO of Next Evolution Performance – a global high performance coaching business focused on helping leaders, business owners, individuals and teams to maximize performance AND to decrease their overall effort to ensure that high performance and, therefore, profitability is sustainable.
Vanessa has over 20 years of experience in the financial services and health and fitness professions. She was the Head of Financial Advisory Distribution for Dimensional Fund Advisors, managing a team of 11 people with assets under management growing from $1B to over $9B during her tenure of over 8 years. Prior to that she held senior sales roles with Macquarie Bank.
Vanessa also qualified as a group fitness instructor whilst completing her undergraduate university studies and has always taught classes on top of her professional career. She has been with Fitness First for 16 years as a senior group fitness instructor and mentor.
CEO and Founder of TimeStylers
Kate Christie is a Time management expert, international speaker and the best selling author of two books (Me Time and SMART Time Management for Doctors).
As a business coach, Kate consults to big and small businesses, government departments and C suite executives on individual, team and organisational productivity. As a keynote speaker, Kate’s focus is to ensure your audience are left with a lasting impact on the way they choose to live, work and play as a result of what they have learned. Kate does this by designing tailored presentations and teaching proven productivity strategies to find and harness 30 hours of lost time a month.
Kate is the time management expert for Australia’s leading small business TV program (Kochie’s Business Builders) and has appeared on television, radio and in print as a leading commentator on smart time management to ensure your success.
Session: Supercharge your Productivity
Regardless of whether you run your own business or you work in a corporate, teaching, healthcare, government or other professional environment, everyone can do with smart time
management tips for the workplace. Kate will share the key strategies, tips and tricks to help you manage your time – gaining control of the demands on your time from your team, your boss, your clients and your family.
Founder CareerCEO, former foreign correspondent
Have you ever hesitated to speak up in a meeting, or walked away from a presentation wishing you could do it again? When the opportunity is live, why do these moments leave us feeling powerless when we should be proud?
Steered by a career as a television reporter and foreign correspondent covering breaking news across Australia, the US and Middle East, Andrea will share four specific techniques that will help us strip away the self-doubt and connect with our core confidence.
Andrea trains top ASX leaders to communicate their best work and accelerate when an opportunity is 'live'. Her approach is steered by 20 years’ experience delivering daily reports in high-pressure situations for the Seven Network, Al Jazeera English, Reuters and the Pentagon Channel across Australia, the United States and the Middle East.
A strong advocate for human rights, Andrea moved into the international non-profit arena in 2008 where her role was to support programs to re-build Iraq, Afghanistan and Georgia by gathering stories from the frontline.
While in Washington DC, she also served as Communications Director for the Save Darfur Coalition to stop the genocide in Sudan. Now Melbourne based, Andrea helps women build credibility, earn recognition and carve a clear pathway to promotion through her program, Be the CEO of Your Career.
Session: 5 Tips on how to be the CEO of your Career
Have you ever hesitated to speak up in a meeting, or walked away from a presentation wishing you could do it again? When the opportunity is live, why do these moments leave us feeling powerless when we should be proud?
Steered by a career as a television reporter and foreign correspondent covering breaking news across Australia, the US and Middle East, Andrea will share five specific techniques that will help us strip away the self-doubt and connect with our core confidence.
Managing Partner at PwC
Julie is PwC’s Managing Partner Clients and Industries and a member of PwC Australia’s Executive Board. She is also the Financial Services leader and a member of PwC’s global Financial Services extended leadership team.
At PwC, they are client-centric with an aim to build trust in society to solve important problems. Julie supports the firm by leading a team focused on identifying and supporting needs for key clients and industries, as well as supporting client opportunities with Asia.
Throughout Julie’s career at PwC, she has held many leadership roles within the firm, client relationship roles and also delivered large transformation engagements across the Financial Services industry. Between 2010 and 2014, she led the PwC UK firm’s Financial Services Risk and Regulation Practice, and specialised in delivering risk and regulatory services and advice to clients in the banking and investment management industries.
Julie is a fellow member of the Institute of Chartered Accountants Australia and England. She is also a non-executive director for the Aurora Education fund, a member of the professional services taskforce at Committee for Sydney and a member of Financial Executive Women.
Session: Global mobility - Step up and take that opportunity!
There has never been a better time to be a female working in Financial Services. The industry is prime for disruption, and that is leading to an increasingly globalised marketplace for the sector.
An opportunity therefore exists to align the need for greater international mobility with gender diversity. With women making up only 20% of the internationally mobile population across all sectors, creating a more inclusive approach to the selection and management of international assignments will provide a much needed boost to this talent availability.
Julie will consider this and share her own personal journey in her numerous leadership roles at PwC, and will also:
• Explore why mobility matters
• Techniques and tips to overcome the barriers to women on international assignments
• Strategies on setting the tone from the top.
Partner, PwC Australia
Mike is one of PwC’s most senior partners in Australia, having provided auditing, risk management, due diligence and consulting services for over 34 years.
He has been PwC’s global lead partner for Westpac and NAB, the leader of the firm’s Australian Banking Practice, and a member of the PwC Board of Partners.
He is a life member of, and has served on the national governing bodies of, the Risk Management Association of Australia and the Australian Securitisation Forum, and has recently been appointed to the Nominating Committee of the International Federation of Accountants.
He is chair of The Freedom Project and of the Diocesan Financial Advisory Task Force. He is married to Cathy and they have three children.
Session: Interview with Gail Kelly
Mike Codling, one of PwC's most senior partners, will lead a revealing and uplifting Q&A session with Gail Kelly, the first female CEO of one of Australia's big four banks, and one of our finest, most innovative thinkers on leadership and workplace culture. Gail will share stories from her inspiring journey of how she started as a Latin teacher and mother of four (including triplets) to become one of the world's most prominent business people, as well as give a practical insight into the valuable lessons she's learned about the importance of leading with courage, putting people first, backing yourself, and placing your family above all things.
Senior Partner, Deloitte
Jocelyn moved from Sydney to New York in 1988 to join Deloitte as a Partner of the firm.
She is a now a senior partner in Deloitte’s Financial Services Information (FSI) technology practice in New York and serves as the US Consulting Market Offering Portfolio Leader. Prior to obtaining this role she served as the FSI Chief People Officer and the Global Segment Leader for Securities and Capital Markets.
Jocelyn serves Deloitte’s largest capital markets clients and has significant experience in both securities and banking as it relates to brokerage, asset management, investment banking and research. She primarily focuses on technology enabled business solutions to drive organisational transformation. She has assisted clients with large scale transformations, business strategy and alternate operating models, merger integration, and activities related to infrastructure, technology, and operations.
Jocelyn also is committed to Diversity and Inclusion and leads certain activities of the firm’s including representing Deloitte on the US 30% Club Steering Committee and supporting the Deloitte Corporate Governance efforts regarding Board Diversity.
She is a Board Member of the Women’s Bond Club of New York (WBCNY), a Past-President of the WBCNY, a Board Member of the Association of Management Consulting Firms, and is a member of the Financial Women’s Association of New York.
Jocelyn is also on the board of the Women’s Refugee Commission which is a global organisation whose mission is to improve the lives and protect the rights of women, children and youth displaced by conflict and crisis. They research their needs, identify solutions and advocate for programs and policies to strengthen their resilience and drive change in humanitarian practice.
Jocelyn has Bachelor of Applied Science in Computing Science and Accounting from the University of Technology and spent the first 10 years of her career in Sydney in senor IT roles at Honeywell Information Systems and Charge Card Services Limited.
Session: Faith, Determination and New york
What does it take to start a career in one country and then have enough faith in yourself to move to another country and get to the top of the ladder? You have no contacts, didn’t grow up there, no boys or girls club to help you out. You just had to have belief in your ability and do what you do best. Jocelyn Cunningham will share her journey on how she didn’t put barriers up and succeeded in the hardest place in the world to make it – New York
Founder and CEO at Workable Wellness
Heidi Dening is a wellness trailblazer and is making a lasting contribution to this world by educating and inspiring busy professionals to make realistic, healthy choices about their lives. As the Founder and CEO of Workable Wellness, she is passionate about helping companies implement workable wellness programs that result in improved employee health, resilience, performance, productivity and loyalty.
With over 20 years experience in the health, wellness and fitness industry, Heidi is a sought-after advisor, presenter, author and leader who has a unique ability to bring out the best in people. Throughout her career, she’s helped countless individuals and corporate clients to achieve better workplace health via online and offline programs, workshops, conferences and group sessions.
Heidi has grown four successful businesses from scratch – Workable Wellness, Jump Start Your Success, Jump Start Your Life, and Jump Start Foundation – and has worked with large corporations, small businesses, local and international communities, and local and international governments.
In addition to this hands-on business experience, she’s featured on TV (Personal Trainer on ABC’s reality show Agony Aunts), in books (Australia’s Most Inspiring Health and Wellness Professionals), in magazines and newspapers (Runners World Australia and the Sydney Morning Herald), and has presented on stage with other health and fitness personalities such as Michelle Bridges.
Session: Distraction, Exhaustion and Stress. How to prevent Financial Industry Burn-out
How to prevent professional burn-out. Learn powerful workplace wellness techniques to help you sleep more, stress less and stay grounded. This session is designed for those who are stress-out, overwhelmed time poor individuals.
Executive General Manager at Colonial First State
Linda is the Executive General Manager for Colonial First State (CFS) and is responsible for over 1,000 staff and around one million clients.
Before joining CFS in 2010, Linda held a number of roles in the Superannuation industry. She has deep expertise including investments, consulting, administration, trustee services, member services and communications to some of Australia’s largest corporate and industry superannuation funds. Linda’s experience in Wealth Management spans almost 30 years and much of this time has been in an areas where she has driven change and strategy. Linda’s background provides her with a detailed understanding of stakeholder needs across the industry and through her Board and advisory positions, she has been a strong and highly respected voice for the superannuation industry where she has worked directly for over 15 years.
Linda has also worked for the Australian Government in the Insurance and Superannuation Commission and for ASIC as a special adviser. She is an advocate for investors with a passion for financial literacy and education; and is a member of the Australian Government Financial Literacy Advisory Board and has held this position for over 10 years.
Linda is a Director of ASFA and a current member of FSC’s Superannuation Board, Committee. Linda has won a number of industry awards over her career including the inaugural Money Management Women in Super “Super Executive of the Year” award in 2013. She was and was a recipient of the IFSA Industry Excellence Award in 2009.
Has something unexpected ever come up in your career? Did you know what to do, how to ensure you make a difference and learn and grow.
Linda Elkins, who has broad and rich experience in senior leadership roles in Wealth Management will explain how to be open to and immerse yourself into something new and why secondments definitely are a good thing.
CEO at SuperConcepts
Natasha Fenech is the Chief Executive Officer for SuperConcepts, a fully owned AMP entity focused on delivering solutions to SMSF participants. Prior to joining SuperConcepts in February 2014, Natasha held a variety of Executive General Management positions during her 8 year tenure at Suncorp. Natasha has previously also held various roles in the financial services sector within Citigroup, A.T Kearney, Zurich Financial Services, Royal & SunAlliance, Legal & General and SGIC.
Natasha is a Graduate Member of the Australian Institute of Company Directors and an Associate Member of the Institute of Actuaries of Australia. She holds a Bachelor of Economics and Bachelor of Mathematics from the University of Adelaide and a Masters in Business Administration from the Australian Graduate School of Management.
Session: Climbing the Corporate Ladder
At the beginning of your career, making it to a senior-level management position may seem like a far-off and daunting task. Natasha will reflect on her own personal experiences, of moving from an Actuarial Officer to her current position as Chief Executive Officer. She will discuss the challenges she has overcome and the recommendations she would give aspiring and emerging professionals on how to navigate and plan for the journey.
Bianca Hartge-Hazelman is an entrepreneur and journalist who has had a longstanding career covering financial and business news for some of Australia’s largest media companies. Her work has enriched publications – such as the Australian Financial Review and the Sydney Morning Herald, as well as programs – including Channel Nine’s Financial Review Sunday program. Over a 16-year period, she has also worked for ABC Radio, ABC’s Stateline, Sky News, The Weather Channel, WIN News and the Finance News Network in Sydney.
Inspired by the desire to help women with money decisions, Bianca created Financy, which is an online publication that is dedicated to improving women’s money matters.
She created the platform in early 2016 after the realization, while on maternity leave that women’s money issues deserved greater attention in the media and that the traditional lens applied to financial content, was not empowering enough women towards financial independence, nor did it resonate deeply with the lifestyle pursuits of all women.
In March of this year Bianca also launched the country’s only economic index that tracks the working life progress of Australian, called the Financy Women’s Index. The Index has attracted widespread media attention on a quarterly basis.
Since then, Financy has continued to grow as a space that reports on the economic progress of women as well as a place that collaborates with experts and bloggers on all things women and money.
On a personal note, Bianca’s skin in the game goes beyond finance and journalistic interests. She wants to help women and business break the cycle of financial inequity that exists in Australia. She has experienced this first hand, with a grandmother who still can’t use a credit card and having a single-mother of four who always struggled financially. Bianca has three daughters, which she attributes to inspiring and driving her quest for positive change.
Bianca holds a Communications Degree, Master’s Degree in Journalism and Graduate Diploma in Applied Finance.
Session: Motherhood, Madness and Moolah
Bianca Hartge-Hazelman will speak about her personal journey in creating the women’s money matters publication: Financy and the female economic progress report Financy Women’s Index, and all while having three kids under five in a home office. She will also talk about fear as a barrier for girls, women and business and what she’s learned and how she’s overcome it.
Director, Intuitive Money
Co-MC at our Perth Conference
Fran Hughes, Your Money Expert at the Women’s Money Forum, Certified Financial Planner, CFP®, WA Chapter Chair of the Financial Planning Association, with over 30 experience in guiding everyday Australians on their journey to financial freedom and retirement. In 2002, I co-founded Insight Financial Partners with the mission of guiding my clients to achieve the lifestyles they want. This resulted in a nomination by my professional peers for the Female Advisor of the Year (2012) and again the Female Excellence in Advice (2016).
My clients have helped shaped the tapestry of my life that today, my mission is to spread the
message of financial literacy throughout all life stages to empower audiences to achieve the lifestyle
they’ve been dreaming of, now and throughout retirement!
At the Women’s Money Forum, we take complexity out of financial abundance by speaking in the
language you understand when it comes to money, and creating a solid foundation for you to have a
healthy relationship with money.
I am a proud mum of two daughters, wife, an urban athlete, business owner and love to connect from
the heart. So looking forward to connecting with you!
Gail holds a number of international roles: Member of the Group of Thirty, The Global Board of Advisors to the US Council on Foreign Relations, Member of the McKinsey Advisory Council, Optus Advisory Committee and PLuS Alliance Advisory Board, Senior Global Adviser to UBS and Director of Woolworths Holdings in South Africa. In addition, she is a Director of Australian Philanthropic Services, an Adjunct Professor at the University of New South Wales and Ambassador for Women's Empowerment for CARE Australia.
Gail retired as CEO of the Westpac Group in February 2015, which marked the culmination of her 35-year career in banking.
She is married to Allan and they have four children.
Session: My Journey, interviewed by Mike Codling
Gail Kelly, the first female CEO of one of Australia's big four banks, and one of our finest, most innovative thinkers on leadership and workplace culture, will be interviewed by one of PwC's most senior partners, Mike Codling, in a revealing and uplifting session . Gail will share stories from her inspiring journey of how she started as a Latin teacher and mother of four (including triplets) to become one of the world's most prominent business people, as well as give a practical insight into the valuable lessons she's learned about the importance of leading with courage, putting people first, backing yourself, and placing your family above all things.
More information coming soon.
With a bold mission to teach 1 million women by 2020 how to future proof happiness in work and life, Penny Locaso is transforming lives and organisations through her disruptive global education company BKindred.
Partnering with corporations like LuluLemon Athletica, General Assembly, Australia Post and Powercor along with global women in technology communities, Penny is focused on skilling women and technology companies to thrive in the future of work.
Three years ago Penny turned her life upside down. In a 7 month period, she left a sixteen year career as an executive, relocated a family from Perth back to Melbourne, left an 18 year relationship and started BKindred to positively impact the lives of others. In just three short years she has firmly placed herself as a global thought leader on diversity in the Future Of Work.
A truly authentic leader, Penny was accoladed globally for her bold move to deliver a keynote in her bathing suit (in front of 100 professional women) to demonstrate how stepping into fear and vulnerability opens the door to possibility.
Penny has been published and quoted in the Huffington Post, San Francisco Chronicle, Daily Mail UK, SmartCompany, Conscious Magazine, StartUp Smart, Smarter Magazine, The Age, Womens Agenda, The Sydney Morning Herald & NZ Entrepreneur.
Session: Future Proof Me
To thrive in the rapidly advancing digital economy, those of us who work will need to be prepared, but many of us are unsure of how or where to begin. The Future Of Work provides a unique opportunity for each of us to re-conceptualise what work and life looks like. There has never been a better time to explore innovative ways to weave what makes you happy into your career.
Future Proof Me is designed to help you explore what’s possible. Penny Locaso will share thought provoking insights and proven tactics that you can use to step into possibility with confidence.
• Gain clarity on what the future of work could look like, how it will impact work and life as we know it and what opportunities it presents for you to create greater happiness in work and life.
• Walk away with simple tactics you can use to leverage the future of work to evolve the next move in your career, your team or your organisation.
Partner and Chief Diversity and Inclusion Officer PwC
Julie McKay is a Partner and the Chief Diversity and Inclusion Officer at PwC,with responsibility for leading the firm’s internal D&I transformation as well as supporting clients to adopt inclusive practices that realise the benefits of diversity.
Prior to commencing with PwC, Julie spent 9 years as the Executive Director of UN Women Australia, working across Government, the private sector and the community to identify the barriers to gender
equality and challenging the laws, policies and attitudes that perpetuate inequality. Julie has represented UN Women Australia and the Australian Government at numerous United Nations Conferences and UN Missions and has a detailed understanding of global policy responses and best practice regarding equality and inclusion.
For the last 3 years,Julie has also served as the Gender Advisor to the Chief of the Australian Defence Force(CDF)and in that role has spent time across Australia understanding military culture and addressing the structural and attitudinal barriers to gender equality within Defence. In addition to supporting the CDF’s response to the Broderick Review into unacceptable behavior in the military,Julie led a review of the recruitment process which has resulted in substantial changes to the recruitment model.She has worked with senior leaders to design their diversity and inclusion strategies and associated targets and continues to play an advisory role to the CDF and Chiefs of Service on strategy implementation.
In 2014 Julie completed a Churchill Fellowship studying the experience of mining, engineering and technology companies in supporting women into senior leadership positions, comparing the experiences of companies in the US,UK,Sweden and Chile. She understands the need for companies to lead societal change, but also the need to support individual employees who might be the ‘pioneers’ in their role or industry. Julie has worked with leadership teams, employee networks and individuals to build understanding of the benefits of inclusion and how this can be achieved for all.
Julie convenes the Queensland Male Champions of Change, supporting the CEOs of some of Queensland’s largest employers to deliver on their diversity commitments.
Julie is the Chair of the Women’s College at the University of Sydney and a Board Member of Brisbane Girls Grammar School.
Co-MC at our Brisbane Conference.
Nicole is passionate about driving better retirement outcomes for all Australians and supporting breast cancer research.
Nicole has over 17 years of experience across the financial services industry. During this time she has worked on a number of thought leadership assignments that have influenced shaping the regulatory landscape including co-authoring a blueprint presented to Treasury for the ‘use of TFNs in Super’, leading PwC’s submissions with respect to Stronger Super reforms and working with AUSTRAC to develop risk assessment guidelines specifically for the superannuation sector.
Nicole is a Partner at PwC where she specialises in providing assurance and advisory services to superannuation and other wealth management organisations. Nicole also assists superannuation funds in merger due diligence assignments, service provider benchmarking exercises and market sounding projects.
Nicole is a Non-Executive Director of the Mother’s Day Classic (MDC) Foundation – the largest charitable fun run and walk across Australia, raising funds and awareness for breast cancer research and celebrating those impacted by breast cancer. Over the past 20 years, MDC has contributed $33.2m to the National Breast Cancer Foundation.
Executive General Manager Commonwealth Private, at the Commonwealth Bank
Marianne is currently Executive General Manager Commonwealth Private, at the Commonwealth Bank. Prior to this role Marianne was Executive General Manager for Wealth Management Advice, where she was responsible for the Industry’s third largest Advice network.
Marianne joined the Commonwealth Bank Group as General Manager of Distribution at Colonial First State in January 2010, she became the General Manager, CBA Advice, in 2011 and promoted to Executive General Manager CBA Advice in 2012.
Marianne has twenty three years’ experience in financial services. Prior to joining the Commonwealth Bank Group, she was at Count Financial Limited for 11.5 years. Over this time she worked with the founding family of Count, to take the company from a family business to listing on the ASX. In August 2006 she was appointed Chief Executive Office and Managing Director. At the time, her CEO appointment made her the youngest female CEO of an ASX listed Company. Marianne also involved in setting up Count’s charitable foundation.
Marianne holds directorships across a number of CBA Wealth Management trustee boards, which oversee financial advice and CBA’s Private Bank. Marianne was involved in setting up the FSC’s Advice Board Committee and served as a member for over 10 years, she has also been on the ABA’s Financial Advice Strategy Group and has an active involvement in the FPA. Since May 2014 she has been a Director and Trustee of FPA’s Future2 Foundation.
Marianne has Bachelor of Economics with a Business Law major from Macquarie University and a Masters of Business Administration from the Macquarie Graduate School of Management and is a Member of the Australian Institute of Company Directors. In 2017, Marianne was awarded the FSC Industry Contribution Award for her two decades of work across the industry. In 2011 Marianne was a finalist in the FINISIA Pinnacle Awards for the most outstanding woman in Financial Services and in 2013 a Finalist for Money Management’s Female of the year.
Session: Marianne Perkovic and Friends – Entrepreneurial Women and their journey to success
Marianne Perkovic will host a panel at each of our 5 conferences and has invited entrepreneurial women who are some of Australia’s most successful leaders to join her. The Panelist will discuss how they have achieved success, their personal journeys of how they have broken through barriers, managed changed and economic downturns, developed positive stakeholder relationships and balanced their work and life. The goal of these sessions is for attendees to see that success is hard work but with the right advice and support you can work through and achieve anything.
General Manager, MLC Sales
Co-MC at our Melbourne Conference
Geoff was appointed General Manager, MLC Sales, in March 2012. In this role he is responsible for all sales of NAB Wealth.
Prior to this role, Geoff was responsible for leading NAB Financial Planning for a period of 4 years. Geoff also headed up the Wealth Management operations at Bank of New Zealand for two and a half years as General Manager of Insurance and Investments. He was also CEO of Advance MLC, establishing and operating the start-up Life Insurance and Funds Management businesses in Thailand.
Geoff is a family man with a huge passion for cycling and a fascination with playing golf.
Managing Director at the Demographics Group
Bernard Salt is widely regarded as one of Australia’s leading social commentators by business, the media and the broader community.
Bernard heads The Demographics Group which provides specialist advice on demographic, consumer and social trends for business. Prior to that Bernard founded KPMG Demographics.
He writes two weekly columns for The Australian newspaper and is an adjunct professor at Curtin University Business School. Bernard also holds a Master of Arts degree from Monash University.
Bernard Salt is one of the most in-demand speakers on the Australian corporate speaking circuit and has been so for more than a decade.
He is perhaps best known to the wider community for his penchant for identifying and tagging new tribes and social behaviours such as the ‘Seachange Shift’, the ‘Man Drought’, ‘PUMCINS’ (pronounced pumkins) and the ‘Goats Cheese Curtain’. He was also responsible for popularising smashed avocados globally.
Bernard has popularised demographics through his books, columns and media appearances. His body of work is summarised in six popular best-selling books. Bernard appears regularly on radio and television programs and recently hosted a business television program "The Next Five Years" on SkyNews Business Channel 602.
He was awarded the Member of the Order of Australia (AM) in the 2017 Australia Day honours.
Session: Big Picture objectives for the Australian nation in the 2020's
The new decade will present multiple challenges for the Australian people. The way we earn a living is changing. The regulatory environment is tightening. Australia is shifting fast towards China creating anxiety about allegiances. Social cohesion seems to be coming under threat from external and internal forces. This is a different Australia to the Australia that we grew up in. And yet we remain a young and vital nation offering quality of life and security. In this session Bernard Salt lays out the megatrends that he sees shaping business in the new decade. We need to become more entrepreneurial and we need to ask not what the government is going to do, but what we can all do to create a better Australia into the future. Time to stop complaining and to start doing. Bernard Salt is one of the best speakers in Australia. His session is not to be missed.
The Relationship Strategist
Psychologist Melanie Schilling strongly believes 'Positive relationships lead to a positive life', and it is this philosophy that has guided a career spanning 20 years and three continents.
With a particular focus on women and their relationships, in life and business, Mel is driven to help women discover their own independence and courage. Mel firmly believes we all have everything we need to be the best version of ourselves.
A keen interest in the science and psychology behind the 'love match' saw Mel become the first person in Australia to become accredited by the International Dating Coaching Association in New York in 2014, which led to consulting to Australia's largest dating website eHarmony and her role for 4 seasons on the top rating Channel 9 series 'Married and First Sight' which returns for its 5th season early 2018.
As a sought after speaker, coach, consultant and media commentator, Mel is regularly called upon by large corporations such as NAB, Ernst and Young and organisations like Business Chicks for her coaching and consulting services. Her expert opinion is regularly sought by shows such as the Today Show, Today Extra and The Project as well as a range of online and in print publications including Australian Women's Weekly and Huffington Post. Mel has become a well known and notable expert on Australia's media landscape.
Practising across both the corporate and therapeutic arenas Mel has worked as a business and personal coach to people at all business levels, across the Australasian and Middle Eastern regions. From graduates to CEOs, she works with high potential professionals to magnify their happiness, wellbeing and success.
Session: Network like a Pro
Gone are the days of frenzied Business Card Bingo and indiscriminate speed networking with a cast of thousands. The old, superficial mode of networking is outdated and ineffective when it comes to our ultimate goal in business; building rewarding, meaningful, sustainable relationships.
Mel challenges her audience to look at networking through a new lens to recognise the opportunity to bring their Whole Brains to the networking table. By tapping into emotional intelligence and the latest scientific trends in social behaviour, people can bypass traditional methods of business relationship building and enhance their personal brand in the process.
Mel walks her audience through a series of practical strategies to boost confidence, presence and impact, and to seriously upgrade their networking outcomes.
Managing Partner, PwC Brisbane
Co-MC at our Brisbane Conference.
Debbie Smith leads the strategic direction of the office which comprises more than 700 people who dedicate themselves to identifying and solving important problems, and realising the opportunities that are critical to our business and social communities. We achieve this by collaborating with global and Australian businesses, governments, high net worth individuals and entrepreneurs.
Debbie is also a senior Partner within PwC’s Assurance practice, leading some of PwC’s largest audit engagements including Global Engagement Leader for the audit of the Rio Tinto group. She has led PwC’s Technical Accounting and Brisbane Assurance practices during her 20+ year career at PwC and is currently the National Assurance Markets Leader.
In addition to her work at PwC, Debbie has long term commitments to community organisations and external Boards. She currently sits on the Council of St Margaret’s Anglican Girls School and is on the Board of the Breast Cancer Network of Australia.
Executive Chairman at PwC – Family Advisory
David was a senior executive and Director of Smorgon Consolidated Industries which was one of Australia’s largest family companies.
After the sale of Smorgon Consolidated Industries in 1996 David and his three sons established Generation Investments focusing on business opportunities, equity and property investments. Testament to his wealth of experience in family business, David was named the inaugural chairman of Family Business Australia in 1997, a position he held for six years.
David was also president of the Western Bulldogs from 1996 until he stepped down in 2012, ending a 16 year reign. He was recently awarded AFL Life Membership in recognition of his outstanding contribution.
David was awarded the Medial of the Order of Australia in 2000 for his service to the Western Bulldogs and community contributions through education, social welfare and health. David has also been involved in a number of not for profit organisations.
David started with PwC in June 2014 and is currently Executive Chairman, PwC – Family Advisory, assisting family business owners to professionalise their families. Drawing on his own business acumen, he enjoys sharing his own views and experiences to inspire others to improve the health of their family.
Session: Life is a transition. Get over it and move on!
Founder and CEO at WOW Women Group and Sofcorp Financial Services
Tracey has over 25 years’ experience as an Accountant and Financial Planner. She is an expert in the areas of wealth creation, leadership, achievement and fulfilment. As a mum and business leader she has walked a successful path for over two decades, and has proven methods - knowing what it takes to be successful at work and in life.
She is the founder and CEO of WOW Women. A group of like-minded business, professional and entrepreneurial women in regional Victoria working collectively to inspire, empower and create change.
Tracey’s passion lies in her belief that only through financial independence can we truly be financially free but often the biggest challenge is self-belief. Her financial freedom retreats and workshops not only educate but create a shift in the mind set of all participants to create the life of their dreams. Tracey writes a weekly blog and contributes her passion around empowering financial freedom for women through online magazines such as; Financy and Pink Sky Magazine.
Tracey is the winner of the 2016 Greater Shepparton Women’s Charter Alliance Advisory Committee Award and the winner of the 2016 Shepparton Chamber of Commerce and Industry Entrepreneur of the Year Award. She was also a finalist in the “Women in Financial Services Awards” in 2015 and 2017 in two categories; Financial Planner of the Year and Industry Advocacy, recently winning Financial Planner of the Year, 2017. She was also a finalist in the AFA Female Excellence in Advice Awards for 2017. Her first book “Finding Financial Freedom” was published in May 2016.
Session: Power of Self Belief
Become the person you were born to be with the superpowers of belief, vision and mindset mastery.
A perfect keynote for those wanting to bridge the gap from just wishing life could be better to making significant change with the power of self-belief. As a mum, wife and highly accomplished business leader, Tracey has been studying the power of the mind for over 30 years and now helps turn cultures, communities and companies around as she shares the three essential qualities of vision, power of the mind and the influence of environment techniques to achieve true business and life success.
Executive coach and Founding Director, Who Am I Projects
Lisa is a breath of fresh air, an authentic voice, and a powerful advocate for people to step up and go after what they (really) want in life and work. She’s about emotionally intelligent living and thriving in a time-poor, complex and challenging world.
As a global speaker she brings over twenty years’ experience in senior management roles, entrepreneurship, executive coaching and event facilitation. She is regularly asked to play the role of Master of Ceremonies due to her ability to think on her feet and read the room. Notably, Lisa is the founding director of the internationally regarded https://whoamiprojects.com.au/ and the ‘I am statement’. She has worked all around the globe with her team of highly experienced facilitators and coaches.
She has many high-profile clients: Corporates such as NAB, Telstra, Macquarie, Treasury Wine Estates and Australian Unity know her well and entrust their most valued leaders with her team. CEO’s, celebrities, athletes, media personalities, senior leaders and talented individuals from various industries refer to Lisa as their ‘trusted advisor.’ 2017 was a big year of speaking for Lisa. A quick look at Instagram will show you her frequent visits to America, the U.K and Asia to meet demand for her unique way of challenging people’s thinking.
More privately and personally, Lisa is the best secret-keeper around! She is challenging, known for going hard on the issues (but not the person) – asking the questions that hurt, dismissing the excuses, and holding people (teams, organisations and groups) accountable for their own successes and failures.
Lisa is a born coach, intuitive and empathetic, while also hard hitting and courageous in searching out each person’s barriers, reality and possibilities. She speaks to the heart of who we (each) are, what we (really) want for ourselves, and what we have to do (the work) to get from where we are to where we would rather be. Whether working with a crowd of a thousand or an individual, she is walking her talk and being her best self, building trust and relationships at the speed of light! She’s about transformational moments and BIG results.
Lisa is a gifted storyteller who shares her own story, and oh my goodness, does she have a story to tell. She’ll share her journey, adventures, real-life struggles, successes and challenges. She’s wise, compassionate, flawed and fun – her sense of humour is legendary, sometimes inappropriate, always energizing. She’s a single mum to three, a world traveller, beach lover, and renovator. And she’s a bit obsessed with Instagram, all things Italian, good wine, and getting things done yesterday!
Session: Walking your talk – living your values
Knowing your own best way forward requires that you get clear about what matters most to you, and that you align your life choices with what you most value. Lisa will take the audience through a light-hearted ‘life-audit’, using her own and others’ (humorous) stories to bring the exercise to life. Along with the laughter, people will be challenged to become more aware and deliberate in living and working in closer alignment with their values and goals. This talk gives those ‘ah-ha’ moments, where people see what they haven’t seen before, and leave the venue with excitement about creating the life they REALLY want, rather than the one they’ve accidentally ended up with!
Founder and Chief Executive of Evolution Media Group
Vanessa Stoykov is the founder and chief executive of evolution media group, which she established in 1999 at age 26. She is also the creator of No More Practice Education – now one of the largest sources of multi-platform education in the finance industry, the co-creator of the award-winning TV show, The Bottom Line, and the creator of Nine Network show, The Investment Series. Vanessa is on a mission to make the pension irrelevant for middle-class Australians, and to assist them to take charge of their financial futures. She is passionate about creating entertaining and inspiring wealth education and breaking down the barriers to financial literacy and investment knowledge.
No More Practice [No More Practice] is a fully CPD-accredited education franchise which uses entertainment-led video education to develop the knowledge of both consumers and Australia’s wealth advice industry. It is behind the financial planning reality TV show [The Investment Series], which attracted an audience of over 3.8 million consumers and was screened on the Nine Network.
The show aims to educate consumers on the value of financial advice and Australia’s investment industry and is supported by an online consumer education centre which provides investors with resources to improve their financial literacy and investment know how, enabling them to take charge of their financial futures.
Session: Panelist - Marianne Perkovic & Friends
Josephine is a professional company director who works across a range of industries, including property, construction, finance, sport, the arts, medical research and social services.
A former scientist and teacher, she established Buildcorp with her husband 27 years ago, which employs over 300 staff and has revenue of $500 million.
Josephine serves on a number of private, public, government and not-for-profit boards, including Growthpoint Properties Australia, Parramatta Park Trust, Opera Australia, Centenary Institute of Medical Research, Melbourne University Infrastructure Committee and the Australian Rugby Foundation. She is President of Australian Women’s Rugby and through Buildcorp has been a major sponsor of rugby in Australia for nearly 30 years.
She has previously served as a director of The Trust Company, and was Co-President of the YWCA NSW.
As an active member of Chief Executive Women (CEW), the Diversity Committee of the Property Council of Australia, and her role with the Australian Rugby Union, Josephine champions the equal participation of women in business, sport and the community. As a mother of a son and a daughter, and as a result of her time with the YWCA NSW, her passion and advocacy for the equal participation of women across the community has been heightened.
She was recently recognised for her services to the community, the arts and sports in the Queen’s Birthday Honours list.
Session: Panelist of Marianne Perkovic and Friends
Director, Grow me a Legacy Tree
Liz Trotter’s career is a testament to the life-changing power of financial advice. An adviser for 15 years and managing partner of Adelaide practice, Triple A, for six, Liz empowers women financially through her caring, client-centric approach, the example of her own commercial success and her considerable pro-bono and community work with women. Liz strongly believes in raising financial literacy among women. As well as building her individual clients’ skills, she holds workshops that arm women with the skills and confidence they need to take control of their finances. As a businesswoman, Liz runs a commercially successful, award-winning practice, which also gives back to its community. The firm dedicates 10% of its annual working hours to not-for-profit work. For Liz, this has included taking on pro-bono clients, fund-raising activities like her annual Crazy Ladies Lunch, extensive volunteer work with the Salvation Army, and delivering life-changing programs like She Future, which helps women gain the financial skills and resources they need to leave abusive situations. Liz’s efforts as an adviser, business owner and advocate for women have been recognised nationally and internationally. She won Financial Wisdom’s Women and Financial Planning Award in 2014 and was named Risk Adviser of the Year in Australia’s Women in Finance Awards. Liz has also been recognised at the prestigious annual Stevie® Awards for Women in Business in New York City for two years running. In 2017, Liz was awarded in the following three categories: Women Helping Women – Business Women Helping Women – Non-Profit Female Entrepreneur of the Year – Small Business.
Session: Panelist - Marianne Perkovic & Friends
Head of Product Solutions, Colonial First State Custom Solutions
Sue has been with Colonial First State since April 1998. Sue has held a variety of roles during this time, including Head of IT, National Account Manager and since October 2012 Head of Product Solutions. In this role she is responsible for product strategy, offerings and platform functionality for the FirstWrap platform.
Sue has more than 20 years’ experience in the wealth management industry. Prior to joining Colonial First State, Sue worked with Norwich Union (Aviva) across numerous roles, including Navigator platform administration and servicing, superannuation product management, and business analysis & technology development.
Sue is passionate about building teams that achieve awesome results. She is inspired and motivated by any new challenge. Sue believes that, with anything in life, you must ‘walk a mile’ in the other persons shoes, and if you do this you will always understand and see so much more of the picture.
CEO and Managing Director, IRESS
After a career as an actuarial consultant, Andrew founded and spearheaded the development of market leading financial planning software XPLAN and joined IRESS when it acquired XPLAN Technology in 2003.
Andrew became IRESS’ CEO in 2009 and has since led the growth of the group. Under Andrew’s leadership IRESS’ market capitalisation has doubled to approximately $2 billion.
Since Andrew became CEO, IRESS has expanded organically and made several local and international acquisitions and now has 1,800 people designing, developing and delivering software solutions for the financial services industry in Australia, New Zealand, Canada, Singapore, South Africa and the UK.
The company’s achievements demonstrate Andrew’s entrepreneurial drive, perseverance and ability to execute successfully in a rapidly changing and uncertain business environment.
Andrew was a finalist in EY Australia's Entrepreneur of the Year 2017 awards.
Co-Founder Authentic Woman Global
Jo spent her early 20s working her way up through the business development ranks of the wealth management industry. By the age of 30 she was sitting at the executive table of Australia’s leading wealth management organisation, Colonial First State (CFS), where she was responsible for growing and developing a team of over 150 people and a $40m budget across Brand, Marketing, Product and Client Services. Jo joined her CEO and a select group of executives to move to the then Packer owned, Challenger Financial Services Group to turn around and grow a Top 200 listed wealth management business. Jo and her team unwound and rebuilt the brand, product suite, client servicing and cultural elements of the business. After leaving Challenger, Jo started her own consultancy business firstly as a marketing, business development and communications strategist across numerous business and industry sectors and then focusing on leadership development and executive coaching. Throughout her career, Jo’s greatest passion has been developing mindful and authentic leaders and compassionate and engaged cultures. Having led and motivated large teams and worked closely with many CEO’s and executive teams she is recognised for her authentic leadership style and strong communication, influencing and coaching skills. In 2016 Jo co-founded Authentic Woman Global as she is extremely passionate about empower all women to Thrive. In both work and life. As part of this they offer the face-to-face Authentic Woman Leadership Program to Empower Woman to Lead Authentically from a place of Confidence, Calm and Connection and the Online Authentic Woman Program to Know Yourself, Care for Yourself and Be Yourself.
Session: Panelist - Marianne Perkovic & Friends