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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.

4-5 April 2018 | Sofitel Wentworth Sydney

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EARLY BIRD rate - SAVE UP TO $300 // EXPIRES 28 February 2018
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overview

The Australian Financial Review – in association with Deloitte – is pleased to announce the fourth annual instalment of its flagship Banking and Wealth Summit, 4-5 April 2018 at the Sofitel Wentworth, Sydney.

The Summit is Australia’s premier forum for policy announcements from the Treasurer and leading regulators, as well as the opportunity to hear from industry leaders on how they are responding to change. Transparency is key this year, as many of Australia’s most influential financial services organisations, thought-leaders and disruptors navigate regulation and digital change in order to truly serve their customers today and into the future.

The 2018 Banking and Wealth Summit Chief Executive line-up and the discussion panels (which are still a work in progress) will address how the industry is, and should respond to these challenges, and how they are reshaping their organisational structures to rebuild trust and anticipate the future.

exhibitors

Partners

agenda

8:30 am

OPENING | Opening remarks from the Editor-in-Chief

Michael Stutchbury, Editor In Chief, The Australian Financial Review

8:40 am

OPENING | Opening remarks

Cindy Hook, CEO, Deloitte Australia

8:45 am

REGULATORY ADDRESS | Perspective from APRA

Wayne Byres, Chairman, APRA

9:15 am

TREASURY ADDRESS

The Hon Scott Morrison MP, Treasurer

9:45 am

Anti-Money Laundering in Australia; A perspective from AUSTRAC

Nicole Rose, CEO, AUSTRAC

10:15 am

KEYNOTE | Changing landscape of banking in Australia

Brian Hartzer, CEO, Westpac

10:45 am

Networking and refreshment break

11:15 am

ABA Address

The Hon. Anna Bligh AC, CEO, ABA

11:30 am

PANEL | “All Time Low”: Current landscape of trust in Australian financial institution vs. impending implications of inquiries, commissions and open-data

The Hon. Anna Bligh AC, CEO, ABA

Craig Meller, CEO, AMP Capital

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

12:15 pm

  • A discussion on the recent Productivity Commission’s inquiry into competition, exploring findings and action points for the future.
  • Can banks really be expected to be competitive, when the regulators want them to be safe?

12:45 pm

Lunch and networking break

1:30 pm

PANEL | Perspectives from the ratings agencies: What does the future of financial services look like? || Stream: SHAPING THE INDUSTRY

Sharad Jain, Director, S&P Global Ratings

Frank Mirenzi, Vice President, Senior Credit Officer, Moody's

Tim Roche, Senior Director, Financial Institutions, Fitch Ratings

Moderator: Jonathan Shapiro, Senior Journalist, The Australian Financial Review

PANEL | Retirement products: Changing lifestyles and how this will impact the wealth of Australians || Stream: SERVING THE CUSTOMER

Sally Bruce, Group Executive, AMP Capital

Debbie Blakey, CEO, HESTA

2:10 pm

PANEL | Housing, mortgages and responsible lending || Stream: SHAPING THE INDUSTRY

David Carter, Head of Banking and Wealth, Suncorp

3:05 pm

PANEL | The future of payments: Are we headed for a cashless society? || Stream: SHAPING THE INDUSTRY

Libby Roy, Managing Director, PayPal

Pete Kooner, Vice President, Head of Core Cash Product, Treasury Services, J.P. Morgan, Australia and New Zealand

Dr Leila Fourie, CEO, Australian Payments Network

Richard Miller, Head of Payments, Deloitte Australia

Improper treatment of customers: How will banks recover reputation and trust from their consumers? || Stream: SERVING THE CUSTOMER

Professor Dimity Kingsford Smith, Director, Centre for Law Markets & Regulation - UNSW Australia

3:40 pm

Networking and refreshment break

4:05 pm

A look at some examples, such as BEAR, to heighten executive accountability and the regulatory implications this has.

PANEL | The future of financial advice || Stream: SERVING THE CUSTOMER

Lisa Pogonoski, Chief Customer Officer, BT Financial Group

4:40 pm

With workplaces evolving, staff expectations and motivations changing and start-up culture becoming increasingly prominent, what will the financial institution of the future look like?

A discussion on the increasing breadth of superannuation products and what that means for the future of financial services.

5:00 pm

PANEL | How to regulate emerging technologies || Stream: SHAPING THE INDUSTRY

Kevin Nixon, Partner, Deloitte Australia

PANEL | Is remuneration strengthening corporate governance and encouraging transparency, or will banks need to rethink their strategy? || Stream: SERVING THE CUSTOMER

Fahmi Hosain, Financial Services Expert

5:40 pm

End of Day One

8:50 am

OPENING | Opening remarks

Bob Contri, Global Financial Services Industry Leader, Deloitte

9:00 am

REGULATORY ADDRESS | Perspective from ASIC

James Shipton, Chair, ASIC

9:30 am

KEYNOTE | The future of superannuation: What direction will super take in a growingly diverse landscape?

Ian Silk, CEO, Australian Super

10:00 am

TREASURY ADDRESS

The Hon Kelly O’ Dwyer MP, Assistant Treasurer

10:30 am

Networking and refreshment break

CASE STUDIES

11:00 am

INTERVIEW | Embracing corporate lending; The future for super funds

Anthony Pratt, Executive Chairman, Visy Industries

Mark Delaney, Chief Investment Officer, Australian Super

12:00 pm

PANEL | A view of the banks from the deal-makers

David Livingstone, CEO, Citi Australia

Richard Wagner, CEO, Morgan Stanley Australia

John Knox, CEO, Credit-Suisse

Paul Uren, CEO, J.P. Morgan Australia

Joyce Moullakis, Senior Reporter, The Australian Financial Review

12:30 pm

KEYNOTE | The future of financial services: Insurance and Wealth rising

Michael Cameron, CEO, Suncorp

1:15 pm

Lunch and networking break

COMPETITION & OPEN DATA

2:30 pm

INDUSTRY KEYNOTE | Macquarie: present and future for people and culture

3:00 pm

Network and refreshment break

3:30 pm

  • How open banking can create an upsurge in competition
  • Benefits to consumers
  • Data analytics and how they impact financial services
  • International examples: successes and lessons to be learnt in the Australian context

4:30 pm

SHADOW ADDRESS | Blurred lines of responsibility: What now for financial services?

5:00 pm

CLOSING | Closing remarks

Arthur Calipo, Financial Services Leader, Deloitte

5:10 pm

CLOSING | Closing remarks from the Editor-in-Chief

Michael Stutchbury, Editor In Chief, The Australian Financial Review

5:25 pm

End of Conference

pricing

Packages Price
Package(Two Days)$3295$2995+GSTEarly BirdEarly Bird
Packages Price
Package(Two Days)$2295$2095+GSTEarly BirdEarly Bird
Packages Price
Package(Two Days)$895$795+GSTEarly BirdEarly Bird

Event pricing

  • Early Bird Rate – Expires 28 February 2018
    – Standard: $2,995 + GST
    – Regulators & Govt: $2,095 + GST
    – Start-Ups & SME: $795 + GST
  • Standard Rate – From 1 March 2018
    – Standard : $3,295 + GST
    – Regulators & Govt: $2,295 + GST
    – Start-Ups & SME: $895 + GST

speakers

The Hon Scott Morrison MP

Treasurer

James Shipton

Chair, ASIC

Cindy Hook

CEO, Deloitte Australia

Wayne Byres

Chairman, APRA

Brian Hartzer

CEO, Westpac

Nicole Rose

CEO, AUSTRAC

Michael Cameron

CEO, Suncorp

The Hon Kelly O’ Dwyer MP

Assistant Treasurer

Anthony Pratt

Executive Chairman, Visy Industries

The Hon. Anna Bligh AC

CEO, ABA

Scott Farrell

Chair, Review into open-banking in Australia

Peter Harris

Chair, Productivity Commission

Ian Silk

CEO, Australian Super

David Livingstone

CEO, Citi Australia

Richard Wagner

CEO, Morgan Stanley Australia

Emma Gray

Chief Data Officer, ANZ

David Lindberg

CEO – Business Bank, Westpac

Michael Saadat

Senior Executive Leader – Deposit Takers, Credit & Insurers, ASIC

David Carter

Head of Banking and Wealth, Suncorp

Mark Delaney

Chief Investment Officer, Australian Super

Matthew Lawrance

CEO, MLC Super

Kevin Nixon

Partner, Deloitte Australia

Dr Leila Fourie

CEO, Australian Payments Network

Julian Potter

Group Country Manager - Australia, New Zealand and South Pacific, Visa

Angelene Falk

Deputy Commissioner, OAIC

Rob Goudswaard

CEO, CUA

Stephen King

Commissioner, Productivity Commission

Sharad Jain

Director, S&P Global Ratings

Frank Mirenzi

Vice President, Senior Credit Officer, Moody's

Tim Roche

Senior Director, Financial Institutions, Fitch Ratings

Dr Melinda Cilento

Chief Executive, CEDA

Pete Kooner

Vice President, Head of Core Cash Product, Treasury Services, J.P. Morgan, Australia and New Zealand

Craig Meller

CEO, AMP Capital

Sally Bruce

Group Executive, AMP Capital

Debbie Blakey

CEO, HESTA

Anthony Healy

Chief Customer Officer – Business and Private Banking, NAB

Scott Hartley

CEO, SunSuper

Richard Miller

Head of Payments, Deloitte Australia

Karen Den Toll

Partner, BEAR, Deloitte Australia

Lisa Pogonoski

Chief Customer Officer, BT Financial Group

Karen Koh

Partner, Deloitte Australia

John Knox

CEO, Credit-Suisse

Paul Uren

CEO, J.P. Morgan Australia

Michael Stutchbury

Editor In Chief, The Australian Financial Review

Sally Patten

Personal Finance Editor, The Australian Financial Review

James Eyers

Senior Reporter - Financial Services, The Australian Financial Review

Jonathan Shapiro

Senior Journalist, The Australian Financial Review

Joyce Moullakis

Senior Reporter, The Australian Financial Review

when & where

04 - 05 Apr 2018

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

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?

Veronique Henrisson
Conference Manager
+61 2 9080 4054
Veronique.Henrisson@informa.com

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

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