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AFR Banking & Wealth Summit

Australia’s premier forum for banking and wealth leaders, regulators, policymakers and stakeholder groups to debate the future of financial services.

5 – 6 April 2017 | Sofitel Wentworth, Sydney

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Start-Ups, SME, Regulators & Govt rates available - See pricing below

overview

The Australian Financial Review is pleased to announce the third annual instalment of its flagship Banking and Wealth Summit, 5-6 April 2017 at the Sofitel Wentworth, Sydney. We are excited to feature real diversity of thinking and challenging new perspectives, from the key influencers and thought leaders for which the event is known.

In the two years since its inception, the Summit has emerged as Australia’s premier forum for banking and wealth leaders, regulators, policymakers and stakeholder groups to debate the future of financial services – all underpinned by the dedicated, expert coverage of The Australian Financial Review. Our speaker faculty has boasted many of the biggest names in Australian banking and wealth, as well as some of the world’s most influential financial services thought-leaders and disruptors.

In 2017, our focus shifts from rule-making to genuine transformational change. The Australian financial services sector is highly stable and profitable – and therefore in a position to make deliberate and strategic choices. The 2017 Banking and Wealth Summit will explore the nature of these choices, and ask the key question: how should we be doing banking differently? We will feature those leaders who are embracing the call to change, making smart plays, and laying the groundwork for future prosperity.

sponsors

exhibitors

agenda

8:00 am

Registration, Morning tea and coffee

8:30 am

Opening Remarks

Michael Stutchbury, Editor In Chief, The Australian Financial Review

Cindy Hook, CEO, Deloitte

8:45 am

KEYNOTE | The Regulatory Agenda – What’s Next?

Wayne Byres, Chair, APRA

9:10 am

INTERVIEW | Consumer banking: embracing the future

Fred Ohlsson, Group Executive, Australia, ANZ

George Frazis, Chief Executive, Consumer Bank, Westpac

Interviewed by James Eyers, Senior Reporter - Financial Services, The Australian Financial Review

9:45 am

KEYNOTE | Backing Australian Business

Angela Mentis, Chief Customer Officer, Business and Private Banking, National Australia Bank

10:10 am

KEYNOTE | Financial wellbeing in a digital age

Matt Comyn, Group Executive, Retail Banking Services, Commonwealth Bank

10:35 am

Morning tea

11:05 am

KEYNOTE | Parliamentary Address

David Coleman MP, Chair, House of Representatives Standing Committee on Economics; Chair, Parliamentary Banking Inquiry

12:10 pm

INTERVIEW | Competition, Portability and Access

Rod Sims, Chair, ACCC

Interviewed by Jennifer Hewett, National Affairs Columnist, The Australian Financial Review

12:35 pm

  • Why are customers dissatisfied? What are the main pain
    points?
  • What kind of trust matters in financial services, and how
    is it established?
  • Can smaller institutions and start-ups ever win the degree
    of trust that incumbents enjoy?

1:20 pm

Lunch

BREAKOUT SESSIONS

2:30 pm

  • What are the pain points when it comes to regulation and
    compliance?
  • How can cognitive processes, robotic processes, blockchain,
    etc provide solutions?
  • Separating the reality from the hype: what is the immediate
    future for RegTech in Australia and globally?
  • What does the future look like for consumers of financial
    services?
  • Impact of disintermediation of the vertical banking stack and
    developments in payments, blockchain, identity, AI, IoT, etc
  • Australian banks as innovators – where are they focusing
    their efforts?

Global Perspective (10 min)
Gauthier Vincent, US Wealth Management Leader, Deloitte

Productivity Commission Perspective (10 min)
Karen Chester, Deputy Chair, Productivity Commission

Followed by panel discussion:

  • What will the wealth industry look like in 2025? What about the advice industry?
  • Will the banks own wealth divisions? Will vertical integration be an issue?
  • Who will control the life insurance sector and what will products look like?
  • How much consolidation will there among super funds and what will prompt it?
  • Will the government succeed in its proposals to force all funds to have one third independent directors and open up competition in default super?

3:30 pm

Afternoon tea

4:00 pm

BREAKOUT SESSIONS

Followed by a 35-minute panel discussion on

  • Understanding the cyber threat: perpetrators, motivations,
    methods and evolution
  • Technical and human strategies to protect against cyber attacks
  • Cyber security vs cyber risk – how do you determine the
    right risk appetite?
  • Building the organisational resilience to deal with breaches

Productivity Commission Perspective (10 min)

  • What will the retirement products of the future look like?
  • Will most super funds develop their own or buy off the shelf?
  • Do funds have the in-house skills required to develop,
    market and distribute complex retirement products – and
    educate their members?
  • What sort of regulatory framework is needed to protect
    consumers?

5:00 pm

Networking Drinks

8:00 am

Morning tea and coffee

8:30 am

Opening remarks

Michael Stutchbury, Editor In Chief, The Australian Financial Review

Bob Contri, Global Financial Services Industry Leader, Deloitte

8:40 am

KEYNOTE | Remarks from the RBA

Dr Guy Debelle, Deputy Governor, Reserve Bank of Australia

9:40 am

KEYNOTE | Shorter and faster: transformation cycles in a transitioning economy

Lyn Cobley, Chief Executive, Westpac Institutional Bank

10:00 am

KEYNOTE ADDRESS

The Hon Scott Morrison MP, Federal Treasurer

11:00 am

Morning tea

11:20 am

What role do big business play in being a catalyst for small business growth?

Trent Innes, Managing Director, Xero

11:40 am

INTERVIEW | The future of financial markets and regulation

Greg Medcraft, Chair, ASIC

Interviewed by Jennifer Hewett, National Affairs Columnist, The Australian Financial Review

12:10 pm

KEYNOTE | Genuine self-disruption: learning from the insurance industry

Peter Harmer, CEO, IAG

1:20 pm

Closing Remarks

Arthur Calipo, Financial Services Leader, Deloitte

1:30 pm

Lunch and Close of Summit

pricing

Packages Price
Package(Two Days) $3095+GSTEarly Bird
Packages Price
Package(Two Days) $895+GSTEarly Bird
Packages Price
Package(Two Days) $2295+GSTEarly Bird

Event pricing

  • Standard registration pricing
    Standard rate: $3,095 + GST
    Regulators & Govt rate: $2,295 + GST
    Start-Ups & SME rate: $895 + GST

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Headline Speakers

Scott Morrison

The Hon Scott Morrison MP

Federal Treasurer

rba-executive-guy-debelle

Dr Guy Debelle

Deputy Governor, Reserve Bank of Australia

wayne-byres

Wayne Byres

Chair, APRA

greg-medcraft

Greg Medcraft

Chair, ASIC

lyn-cobley

Lyn Cobley

Chief Executive, Westpac Institutional Bank

matt-comyn

Matt Comyn

Group Executive, Retail Banking Services, Commonwealth Bank

angela mentis

Angela Mentis

Chief Customer Officer, Business and Private Banking, National Australia Bank

fred-ohlsson

Fred Ohlsson

Group Executive, Australia, ANZ

debby-blakey

Debby Blakey

CEO, HESTA

peter-harmer

Peter Harmer

CEO, IAG

speakers

michael-stutchbury

Michael Stutchbury

Editor In Chief, The Australian Financial Review

cindy-hook

Cindy Hook

CEO, Deloitte

wayne-byres

Wayne Byres

Chair, APRA

fred-ohlsson

Fred Ohlsson

Group Executive, Australia, ANZ

george-frazis

George Frazis

Chief Executive, Consumer Bank, Westpac

Eyers. Afr. Dinkus. 110526. Pic by Michel O'Sullivan. Pic shows a dinkus shot of James Eyers for file.

James Eyers

Senior Reporter - Financial Services, The Australian Financial Review

angela mentis

Angela Mentis

Chief Customer Officer, Business and Private Banking, National Australia Bank

matt-comyn

Matt Comyn

Group Executive, Retail Banking Services, Commonwealth Bank

david-coleman-mp

David Coleman MP

Chair, House of Representatives Standing Committee on Economics; Chair, Parliamentary Banking Inquiry

ian-silk

Ian Silk

CEO, Australian Super

Steve Sedgwick AO

Former Australian Public Service Commissioner

fahmi-hosain

Fahmi Hosain

Head of Governance, Culture and Remuneration, APRA

carol-schwartz-website

Carol Schwartz AM

Founding Chair, Women's Leadership Institute Australia

gilbert-danny

Danny Gilbert AM

Managing Partner, Gilbert + Tobin and Past Chairman, NAB Remuneration Committee

Tony Boyd

Chanticleer Columnist, The Australian Financial Review

rod-sims

Rod Sims

Chair, ACCC

Jennifer Hewett

National Affairs Columnist, The Australian Financial Review

antony-cahill

Antony Cahill

COO, National Australia Bank

symons-greg

Greg Symons

Co-Founder & COO, Society One

kat-lane

Kat Lane

Principal Solicitor, Financial Rights Legal Centre

jenny-wilson

Jenny Wilson

Customer Partner, Deloitte

Frost. Smart Investor. 030605. Pic shows dinkus of James Frost, Editor, Smart Investor Magazine.

James Frost

Columnist, The Australian Financial Review

rebecca-lim

Rebecca Lim

Chief Compliance Officer and Group General Counsel, Westpac

matt-symons

Matt Symons

Director, Red Marker

Cathie Amour Portrait

Cathie Armour

Commissioner, ASIC

kevin-nixon

Kevin Nixon

Global & Asia-Pacific Lead, Centre for Regulatory Strategy, Deloitte

avery-elizabeth

Elizabeth Avery

Partner, Gilbert & Tobin

tiziana-bianco-headshot

Tiziana Bianco

General Manager, Innovation Labs, Commonwealth Bank

danny-gilligan

Danny Gilligan

Co-Founder, Reinventure Group

colin-barnard

Colin Barnard

Industry Leader Finance, Google

helen-lorigan

Helen Lorigan

Advisory Board Member, HashChing and Investfit; Executive in residence, Sapien Ventures

jew-bernadette

Bernadette Jew

Partner, Gilbert & Tobin

Brad Cooper

CEO, BT Financial

debby-blakey

Debby Blakey

CEO, HESTA

steve-tucker

Steve Tucker

Chairman and Partner, Koda Capital

simon-swanson

Simon Swanson

Managing Director, ClearView

gauthier-vincent

Gauthier Vincent

US Wealth Management Leader, Deloitte

karen-chester

Karen Chester

Deputy Chair, Productivity Commission

Sally Patten

Personal Finance Editor, The Australian Financial Review

kristin-lyons

Kristin Lyons

Chief Information Security Officer, Australia Post

john-baird

John Baird

Director, Revio Cybersecurity

rachelle-koster

Rachelle Koster

Partner Crisis Management & Resilience, Deloitte

Paul Smith

IT Editor, The Australian Financial Review

leigh-oneill

Leigh O’Neill

EGM Business Direct and Small Business, National Australia Bank

kate-gibson

Kate Gibson

GM Small Business Banking, ANZ

kate-carnell

Kate Carnell AO

Small Business and Family Enterprise Ombudsman

gerd_schenkel_photo

Gerd Schenkel

CEO, Tyro

beau-bertoli

Beau Bertoli

CEO, Prospa

paul-rehder

Paul Rehder

Banking Leader, Deloitte

vicki-doyle

Vicki Doyle

Director, Superannuation, Retirement & Investments, AMP

brian-benari

Brian Benari

CEO, Challenger

pamela-mcalister

Pamela McAlister

Senior Governance Consultant, Mercer

martin-fahy

Dr Martin Fahy

CEO, ASFA

angie-mastripolito

Angie Mastrippolito

CEO, NESS Super

bob-contri

Bob Contri

Global Financial Services Industry Leader, Deloitte

rba-executive-guy-debelle

Dr Guy Debelle

Deputy Governor, Reserve Bank of Australia

patrick-winsbury

Patrick Winsbury

Associate Managing Director, Corporate Finance and Financial Institutions Groups, Moody's Investors Service

sharad-jain

Sharad Jain

Director, S&P Global Ratings

tim-roche

Tim Roche

Senior Director, Financial Institutions, Fitch Ratings

Jonathan Shapiro

Senior Journalist, The Australian Financial Review

lyn-cobley

Lyn Cobley

Chief Executive, Westpac Institutional Bank

The Hon Scott Morrison MP

Federal Treasurer

kate-howitt

Kate Howitt

Portfolio Manager, Fidelity Investments

brian-jonhson

Brian Johnson

Analyst, CLSA

catherine-allfrey

Catherine Allfrey

Principal, Wavestone Capital

dion-hershan

Dion Hershan

Managing Director and Head of Equities, Yarra Capital Management

Trent Innes

Managing Director, Xero

greg-medcraft

Greg Medcraft

Chair, ASIC

peter-harmer

Peter Harmer

CEO, IAG

uday-sareen

Uday Sareen

CEO, ING Direct Australia

ainslie-van-onselen

Ainslie van Onselen

Executive Director, RAMS

melissa-tandy

Melissa Tandy

Head of Strategy & Business Management, Compliance ANZ, and Global Chair ANZ Pride Network

Steve Vamos

Non-Executive Board Member, Telstra and Fletcher Building

James Thomson

Companies & Markets Editor, The Australian Financial Review

arthur-calipo

Arthur Calipo

Financial Services Leader, Deloitte

when & where

05 - 06 Apr 2017

Sofitel Wentworth, Sydney
61-101 Phillip Street
Sydney NSW 2000
www.sofitelsydney.com.au
02 9228 9188

Book Accommodation with Lido Group
For your convenience Lido Group will manage your accommodation needs. Click here or call 02 8585 0808.

contact

Still have a question?

Christoper Platt
Conference Manager
+61 2 9080 4037
christopher.platt@informa.com.au

Sponsorship Manager
Alex Cook
02 9080 4425
alex.cook@informa.com.au

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