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Agenda

CONFERENCE DAY ONE - Pre-Conference Workshops
Wednesday 14 September 2016

Day One | Day Two | Day Three


09:30 Workshop Registration | Tea & Coffee


10:00 Workshop 1 - EDR/Hardship

FOS and CIO will discuss, and seek participants’ views about, their approaches to a range of current issues including:

  • Dealing with complaints involving co-borrowers
  • Responding appropriately where parties are affected by domestic violence
  • Dealing with challenging third-party representatives

They will also discuss recent decisions on issues such as responsible lending and financial hardship.

Tim Gough, Deputy Ombudsman, CIO
Philip Field, Lead Ombudsman, FOS

1.5 CPD points in Practice Management & Business Skills


11:30 Morning tea


11:45 Workshop 2

An interactive, participation encouraged session which will workshop various responsible lending scenarios and allow you to discuss your responsible lending challenges with both the experts and other industry participants.

Topics to be covered include:

  • Interest only loans
  • Living expenses and requirements and objectives
  • Responsible lending in an e-lending environment.

The hosts will also discuss the responsible lending obligations of the Code of Banking Practice and the Customer Owned Banking Association Code.

Elise Ivory, Partner, Gadens
Ruth Neal, Partner, Gadens

1.5 CPD points in Professional Skills


1:15 Lunch and networking break for Workshop Attendees


1:30 Conference Registration | Tea & Coffee


2:00 Setting the Scene | Opening remarks from the Chair

Jon Denovan, Senior Partner, Gadens


2:10 Industry Updates: ABA, COBA, AFC, MFAA

Ian Gilbert, Director – Banking Services Regulation, Australian Bankers’ Association
Sally MacKenzie, Senior Policy Adviser, COBA
Helen Gordon, Regional Director & Corporate Lawyer, AFC
Stephen Hale, Head of Marketing & Communications, MFAA

1 CPD points in Professional Skills


3:00 Regulator Update: ASIC

Michael Saadat, Senior Executive Leader - Deposit Takers, Credit & Insurers, ASIC

0.75 CPD points in Practice Management & Business Skills


3:45 Afternoon tea


4:15 Regulator Update: Treasury

Kate Phipps, Principal Adviser, Financial System Division, The Treasury

0.5 CPD points in Professional Skills


4:45 An update on the credit card reform

Tony Richards, Head of Payments Policy, Reserve Bank of Australia


5:15 Equity release and reverse mortgages

  • Reverse mortgages – a history
  • Finance for Aged Care
  • Recent cases

Jon Denovan, Senior Partner, Gadens
Amber Warren, Partner, Gadens

0.5 CPD points in Professional skills


5:40 CLOSING | Closing remarks from the Chair


5:45 Welcome Reception and Networking Drinks

Sponsored by:

CONFERENCE DAY TWO
Thursday 15 September 2016

Day One | Day Two | Day Three


9:00 Setting the Scene | Opening remarks from the Chair

Helen Gordon, Regional Director & Corporate Lawyer, AFC


9:10 Disruption in the Credit Industry

  • Assessing new business models and how they fit within the current framework
  • Opportunities associated with new technologies
  • Challenges of doing business electronically (including electronic signatures, online disclosure, identity verification and being more visible to the regulator)
  • Leveraging credit structures in alternative markets

Jaime Lumsden Kelly, Solicitor Director, Fold Legal

0.5 CPD points in Professional skills


9:40 PANEL | P2P and alternative lending - a surging industry changing the paradigm of financial services

  • What are the varying business models and to what extent do they complement or compete with banks and other traditional financial institutions?
  • What specific challenges do they face in Australia?
  • What is the relationship with the big banks?
  • What trends are we seeing in this space and how do we see this sector developing in the next 12 months?

Daniel Foggo, CEO, Rate Setter
Sunil Aranha, CEO, Thin Cats Australia
Andrew Galvin, Partner,, HWL Ebsworth
Greg Symons, Co-Founder, SocietyOne
John Baini, Co Founder and CEO, True Pillars

0.75 CPD points in Professional skills


10:20 New payments platform - an update about the code on digital payments

  • Digital delivery of documents
  • Paperless lending and mortgages

Elise Ivory, Partner, Gadens
Ruth Neal, Partner, Gadens

0.5 CPD points in Professional Skills


10:50 PEXA: taking property settlements online – it's your network

  • Many of your peers are now on the network
  • Regulatory change is here. Industry push to 'turn off paper' by 1 August
  • How your feedback is improving the platform
  • PEXA is here to help you navigate the change

Ian Gilbert, Director – Banking Services Regulation, Australian Bankers’ Association
James Chester, General Counsel, Property Exchange Australia Ltd (PEXA)

0.5 CPD points in Professional Skills


11:20 Morning tea


11:40 Applying Behavioural Economics & Insights at ASIC

Sarah Edmondson, Leader Behavioural Economics and Consumer Policy, ASIC


12:00 PANEL | Behavioural Economics

Fiona Smedley, Partner, Herbert Smith Freehills
Sarah Edmondson, Leader Behavioural Economics and Consumer Policy, ASIC
Simon Elwig, Head of Lending, CoreData
Jane Nash, Head of Corporate Sustainability and Financial Inclusion, ANZ

0.5 CPD point in Professional Skills
0.5 CPD points in Practice Management & Business Skills


12:40 Lunch


1:40 Advertising – a year in review

Lynne Lewis, Partner, Minter Ellison

0.5 CPD points in Professional skills


2:10 Mandatory data breach notification

Cameron Ball, Practice Leader – Consumer Finance, Westpac

0.25 CPD points in Professional skills
0.25 CPD points in Ethics


2:40 Afternoon Tea


3:10 An update on PPSA

  • Currently mooted changes to the regime
  • Practical issues in registering and enforcing registrations since the PPSR commenced

Karen Fairbairn, Partner, HWL Ebsworth

0.5 CPD points in Professional Skills


3:40 Financial Literacy

Suzan Campbell, Senior Manager, Financial Literacy, ASIC

0.5 CPD points in Professional Skills


4:10 PANEL | Mortgage broker remuneration structures

Mark Haron, Director, Connective
Stephen Moore, CEO, Choice
Mark Middleton, National Manager, 3rd Party Distribution, Teachers Mutual Bank

1 CPD point in Professional Skills


5.00 CLOSING | Closing remarks from the Chair


7:00 GALA DINNER

Sponsored by:

CONFERENCE DAY THREE
Friday 16 September 2016

Day One | Day Two | Day Three


8:50 Setting the Scene | Opening remarks from the Chair

Amber Warren, Partner, Gadens


9:00 PANEL | Responsible lending

  • Assessing the changing landscape in 2016
  • Case studies

Tim Mullaly, Senior Executive Leader - Financial Services Enforcement, ASIC
Tony Bird, Chief Risk Officer, Pioneer Credit
Loretta Kreet, Senior Solicitor/Consumer advocate, LegalAid Queensland
James Moore, Partner, HWL Ebsworth
Erin Gijselman, Senior Manager Regulatory Affairs, Westpac

1 CPD points in Practice Management & Business Skills


10:00 Recent case studies in credit enforcement

Rod Cameron, Partner, Hicksons

0.5 CPD points in Professional Skills


10:30 Network and refreshment break


11:00 Unfair Contract Terms

  • key pain points and issues emerging for risk based decisions as we move to implementation date.
  • practical implementation issues
  • specific examples arising from distribution models/arrangements such as franchising, referrers brokers dealers

Simone Baxter, Practice Leader, RAMS
Suanne Russell, Practice Leader, Business Lending, Westpac
Katherine Forrest, Partner, King & Wood Mallesons

0.75 CPD points in Professional skills


11:40 PANEL | Culture and Compliance

  • Implementing and maintaining good a good culture
  • How does culture and compliance fit? Can there be a best-practice?
  • Embedding an enterprise-wide culture on responsible lending
  • Monitoring, measuring and reporting on culture and compliance

Ofir Kranz, Head of Compliance & Operational Risk, Latitude Financial Servicee
Jo Canavan, Executive Manager, Compliance Banking & Wealth, Suncorp

0.75 CPD points in Professional skills


12:20 FACE to Face with ASIC

Join Michael Saadat and his colleagues as they offer their insights from the conference and answer your final pressing questions

Michael Saadat, Senior Executive Leader - Deposit Takers, Credit & Insurers, ASIC

0.75 CPD points in Practice Management & Business Skills


1.00 END OF CONFERENCE | Lunch


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