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 25 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
More information coming soon
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: International Mobility
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
More information to follow.
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.
More information coming soon.
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
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 struggled financially. Bianca will also soon be the mother of three daughters herself. So the stakes are high for change.
Financy seeks to address communication challenges around women + money through the delivering of hip-pocket money news and personal finance content that taps into the female psyche, connecting women with their goals, and uses tools of engagement, education and style to inspire women to live their best life.
Bianca holds a Communications Degree, Master’s Degree in Journalism and Graduate Diploma in Applied Finance.
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.
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.
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.
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.
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 Smorgan 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!
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.
This year Andrew was a finalist in EY Australia's Entrepreneur of the Year.