Workplace Savings Schemes

Legal and practical issues update

Designed for those working in the workplace savings and restricted schemes sector, we explore the issues facing those managing and supporting schemes. Speakers include:

• Mike Woodbury - Consultant, Chapman Tripp (Facilitator)
• Steve Grant - Principal, MJW
• Sarah Graydon - Licensed Independent Trustee, Juno Legal

Political Keynote 1 and Fireside Chat

  9.00AM - 9.30AM

In our first Political Keynote, we welcome insights from Finance Minister Hon. Grant Robertson, facilitated by political reporter Jack Tame, on the eve of the election period for Aotearoa. Minister Robertson will be introduced by Tim Williams, Chapman Tripp.

We look toward the next three year term and challenge via a fireside chat to delve deeper into the key issues.

In the Spotlight 1

  9.30AM - 9.45AM

In this first Ted-style talk of the day, we will hear from our CEO Richard Klipin about the launch of the FSC Policy Platform.

Panel Discussion 1

  9.45AM - 10.50AM

Building Consumer Confidence

In this session we will hear from leaders of iconic Kiwi brands on the importance of building their consumer's trust and how they have achieved this during such a turmoil period. Speakers include:

• Naomi Ballantyne - Managing Director, Partners Life
• Dr. Pushpa Wood - Director, Financial Education and Research Centre, Massey University
• Simone Robbers - Assistant Governor/GM Strategy, Governance and Sustainability, RBNZ
• Andrew Inwood - CEO, CoreData
• Kris Faafoi - Founder, Agenda Partners

LADUCA

The rise of the exponential underwriter: Are underwriters going to be an early casualty of AI?

Join the underwriting community to debate the future challenges and key issues facing the profession including automated underwriting, data and how the role of the underwriter is changing though the use of AI and technology in reducing admin burdens and increasing value through more time with the customer. Speakers incude:

• Chris Hutton - Product Manager, Partners Life (Facilitator)
• Jim Walsh - Commercial Performance & Optimisation, Resolution Life
• Stephen Connelly - Director of Business Development, Underwrite Me
• Cristina Kim - Associate Director of Consulting, Deloitte

Life Insurance 1

Be Confident, Be Courageous: what insurance do customers really need?

There has been some recent reports and commentary about how much risk Kiwis are exposed to by not taking cover. This panel will explore ideas to revolutionise life insurance and make it accessible to all, how to be brave and how to demystify and simplify life insurance cover to meet customer need through accessibility, quality and affordability. What part should social care play and how can we balance the settings between government social policy and private sector insurance to meet the individual needs of New Zealanders?

• Mark Banicevich - Head of Industry Engagement Manager, Partners Life (Facilitator)
• Nick Stanhope - CEO, AIA
• Grant Willis - Executive General Manager Life, Asteron
• Keely O’Brien - General Manager, Corporate Affairs and Strategy, CALI

Health Insurance 1

The future of the Health System in NZ: Public and Private innovating together?

This session will look holistically at the NZ health system and how innovation and a close working relationship between government and the private sector can remove the shackles and supercharge innovation. We will explore ways in which working together can improve productivity, for example, by getting Kiwis back to work quicker on the one hand, and on the other, making our health system one that attracts the brightest and the best talent into New Zealand. Speakers include:

• Louise Zacest - CEO, Unimed (Facilitator) 
• Dr. Stephen Child - Chief Medical Officer, Southern Cross
• Rob Campbell - Chancellor at AUT University, Chair for Ara Aki, Chair for NZ Rural Land and Advisor, BBM 
• Keriana Brooking - Partner, PWC

Professional Advice 1

Driving financial services recruitment: How can we meet Kiwis needs?

Research shows that just 20% of New Zealanders receive advice, but when they do, they are more confident and have more financial wellbeing. But how do we attract diverse talent into the sector and what pathways are there to enter the profession and move into becoming a financial adviser? This session will debate the routes into advice and how businesses reliant on advisers can develop the right pathways to attract talent.

• David Greenslade - Executive Director, Strategi
• Trecia Brown - Head of Customer Outcomes, NZFSG
• Rhonda Maxwell - Associate Director, Sheffield

FinTech 1

Wine or Tech: NZ Tech and the export market

This breakout looks to the power of Tech exports from New Zealand, and challenges the norm that primary industry exports are bigger than tech. Indeed, Tech exports from New Zealand were greater than wine exports last year. The panel looks at how this growth happened, and the opportunity that lays before the tech industry and for New Zealand Inc.

• Jason Roberts - Executive Director,  FinTechNZ (MC)
• Madeline Newman - Executive Director, AI Forum NZ
• Greg Shanahan - Managing Director, Technology Investment Network
• Carmen Vicelich - Founder & Global CEO, Valocity Global
• Michael Murphy - Head of Tech & Services, NZTE

Life Insurance 2

Is there a Golden Egg? Balancing of technology, legislation and innovation

Legislation and technology is changing the distribution landscape at rapid pace, with different demographics favouring different access with ‘no advice’ channels and underwriting being delivered through wearable tech. How does the industry balance the support of the human touch with the convenience of AI and technology driven solutions? 

• Leigh Bennett - Product Owner, Fidelity Life Assurance (Facilitator) 
• Sam Kelly - Head of Regulatory Affairs, Fidelity Life Assurance
• Chris Aynsley - Director, Aynsley & Associates
• Michael Hewes - Director of Deposit taking, Insurance & Advice, FMA

Health Insurance 2

A sustainable health insurance sector: Pressures in the system

There are many pressures facing the health sector and this session looks to identify the key issues around the sustainability of the health insurance sector, from cost of living and affordability, to demographic population challenges and increases in the cost of healthcare provision. Speakers include:

• Nick Astwick - CEO, Southern Cross Health Society (Facilitator and Keynote/intro)
• Adam Jennings - Head of Business Partnerships, ACC
• Fiona Michel - CEO, Braemar Hospital, Hamilton, and on behalf of NZPSHA.
• Paul Roseman - GM Strategic development, ProCare

Diversity and Inclusion

Equity and Belonging: Understanding the narrative of diversity, equity and inclusion.

DEI can often be a single focus on gender, ethnicity or diversity in the workplace but creating a sense of belonging for all, is so much more. It forms part of the ‘S’ in ESG while also relevant to up and coming conduct licensing with fair customer outcomes a priority. This discussion will explore the importance of, and benefits arising from, a DEI focus within your business. 

• Tracey Cross (Facilitator) - Legal and Financial Expert, Chair of Women in Super
• George Ngatai - Director, Te Whanau Ora Community Clinic
• Joe Consedine - Consultant
• Kirsten Patterson - CEO, Institute of Directors
• Erin Venter - Partner and Chief People Officer, PwC
  
  

IFRS17

IFRS17: The Challenging Project and where to from here

This interactive panel discussion brings together Industry leaders that will share their own experiences as they have navigated the complex implementation of IFRS17 in their businesses and the Insurance Industry. IFRS17 is the most complex accounting standard that has cost millions to implement, bringing actuaries, accountants and technology/data leaders together. For some, it is a transformative programme, for others, just meeting compliance requirements seems almost impossible. So what’s all the fuss about? Speakers include:

• Lee-Ann du Toit (Facilitator) -  Partner, Deloitte/ Vice-President NZ Society of Actuaries 
• Ben Coulter - Partner, PWC
• John Smeed - Principal, Finity Consulting
• Shaun Baird, Head of Strategy, AIA NZ
• Jaco Grobbelaar - Chief of Finance & Deputy CFO, Partners Life