July 26, 2017 - July 27, 2017 Bayview Eden, 6 Queens Road, Melbourne, VIC 3004 Australia

Addressing current and future directions in this member centric, regulatory driven and increasingly complex and competitive industry.

27th July 2017 - Day 2

Participants registration and refreshments.

Chairman’s address to the gathering.


  • Glen Casey, Chief Executive Transition Group, Australian Transformation and Turnaround Association

What’s on offer and in the pipeline and how fintech start-ups are partnering with superfunds to build greater efficiencies and optimise member outcomes.

  • Robo advice
  • Cyber security
  • Member experience
  • Self-Directed
  • Investment admin


  • Alan Tsen, CEO, Fintech Victoria


  • Glenn Elliott, CEO and Co-Founder, PractiFI
  • Paul Kang, Co-Founder and Director, Entersoft
  • Representative, Yodlee

How admin and engagement technology and strategies are enticing younger generations and engaging retirees in the SMSF space.


  • Alan Tsen, CEO, Fintech Victoria


  • Josh Wilson, CEO, Grow Super
  • Jessica Ellerm, CEO and Co-Founder, Zuper Superannuation

Refreshments and Networking opportunity for participants.

  • Outsourcing v insourcing – weighing up resources, costs, risk and ownership considerations
  • How technology is improving member admin, services and engagement
  • Increasing focus on retiree needs
  • How the call centre is evolving and multi touchpoint access and apps are enabling better engagement


  • Katherine Forrest, Head of Customer Advocacy & Assurance, IQ Group


  • David Cook, Independent Consultant, (former Head of IT Strategy and Governance and CSO, Sunsuper)
  • Bruce Hassed, General Manager Sales and Marketing, Iress

Latest technologies to improve efficiencies and cost savings in middle and back office operations and process.

  • Tackling more complex and member direct investments and multi manager scenarios
  • Improving efficiencies through centralised and standardised portfolio management
  • Sharing real time data across middle and back office ecosystem
  • Dismantling mini siloes to create a seamless and automatic flow of information
  • Integrating investment operations inside a robust governance and risk management technology framework
  • Use of block-chain technology


  • Naresh Subramaniam, Director Financial Services, Cogility

Lunch and Networking opportunity for participants.

  • Updates, Opportunities and Challenges


  • Mike Backeberg, Senior Manager, Financial Services – IT Advisory, Ernst and Young

Fostering effective partnerships and collaborations with asset managers, custodians, fintech innovators and other service providers in a more challenging, complex and interconnected environment.


  • Dale Rowley, Associate Director, Shoreline
  • Naresh Subramaniam, Director, Financial Services, Cogility
  • Maureen Daley, Consultant, Financial Services

Technology is enabling new entrants to disrupt traditional financial services business models  and break down barriers to entry. In this talk Andrew will introduce five key traits of modern organisations that enable them to anticipate and rapidly react to changing market conditions.


  • Andrew Blain, Founder and Head of Business Advisory, Elabor8

Refreshments and Networking opportunity for participants.

  • In this session, find out why developing an innovation culture is critical to business success, how it is measured, enabled and benchmarked in an innovative business enterprise or business practice
  • Discover how to develop agility in your business enterprise to effect change, increase business growth, value and competitiveness by taking a strategic and systemic approach to innovation
  • Explore the 4 mindsets and 8 orientations of the Organizational Growth Indicator (OGI) that measures and benchmarks an organizations ability to adapt, grow and innovate with case study examples


  • Janet Sernack, CEO and Founder, ImagineNation
  • Presenting the business case for digital and fintech upgrades
  • Overcoming resistance to change and culture disruption
  • Insourcing and outsourcing
  • Working with more limited resources, budget whilst keeping member priorities at the forefront of objectives

Closing remarks from the Chair and vote of thanks by the Chairman.

Interested in speaking?


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Attendee Information


Upcoming Events

  1. Investment Performance Training Courses

    April 16, 2018 - April 18, 2018
  2. Superannuation Funds Tax 2018 Forum

    May 15, 2018 @ 8:00 am - May 16, 2018 @ 5:00 pm
  3. Unit Pricing 2018 Forum

    May 21, 2018 @ 8:00 am - May 23, 2018 @ 5:00 pm
  4. Future Social Media Strategy 2018 Forum

    May 31, 2018 @ 8:00 am - June 1, 2018 @ 5:00 pm
  5. Data Governance 2018

    June 21, 2018 @ 8:00 am - June 22, 2018 @ 5:00 pm

About Us


IBR conferences specialises in the fields of Mining, Water, Energy, Finance, Marketing, Environment, Public Sectors and Sustainability. IBR Conferences Pty Ltd is a leading edge Australian company that provides corporate executives with tailored practical conferences keeping them up-to-date with latest business trends with in different industry sectors.



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